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Animal Spirits
The episodes Chorus has covered, newest first: what was said, by whom, with verified quotes.
Why Baby Boomers Have All the Money (EP. 488)
Ben Carlson and Michael Batnick of Animal Spirits cover a wide range of markets and economics.
Talk Your Book: Beyond Bonds in Retirement
Matt Kaufman of Calamos and Ben Carlson discuss how retirees can rethink fixed income now that bonds have become less reliable income and diversification tools.
It's a Bloodbath (EP. 487)
Michael Batnick and Ben Carlson debate whether the recent selloff is a bloodbath, with Batnick pointing to heavy drawdowns in last half-year winners, weak consumer stocks and reflexive retail…
Talk Your Book: The Case for Value and Momentum
Animal Spirits hosts Michael Batnick and Lance Humphrey examine the case for value and momentum investing, using a quant screen that combines both factors.
Are Higher Rates Worse Than ZIRP? (EP. 486)
Ben Carlson and Michael Batnick debate whether the zero-rate era or the current higher-rate regime has done more damage, with Carlson arguing that housing, which he calls 20% of the economy, is in…
Talk Your Book: Will AI Debt Cause a Recession?
Bill Eigen argues that AI-driven data center spending has been financed with rising debt and roughly $2.3 trillion of off-balance-sheet obligations, with about $2 trillion of RPOs owed by…
Sudden Wealth Syndrome (EP. 485)
Ben Carlson and Michael Batnick discuss how higher interest rates interact with the AI-driven rally, with AI now about 53% of the S&P 500.
Talk Your Book: How Higher Rates Are Re-Shaping Commercial Real Estate
On Animal Spirits' 'Talk Your Book' segment, Jerry Baglien argues that higher interest rates are reshaping commercial real estate by raising debt costs, slowing transactions, and pressuring…
Will Higher Rates Kill the Stock Market? (EP. 484)
Michael Batnick and Ben Carlson of Animal Spirits examine whether rising Treasury yields will end the stock rally, with the 10-year climbing from about 4% to roughly 5.2-5.3% while the S&P 500 sits…