On episode 322 of Animal Spirits, Michael Batnick and Ben Carlson discuss: if bonds are more attractive than stocks right now, a lost decade for bonds, Michael Burry’s track record, why the economy is so hard to predict right now, why streaming is underrated, the latest Netflix series, and much more!
Today’s episode is sponsored by our friends at YCharts! Start your free trial and get 20% off your first subscription at: https://go.ycharts.com/animal-spirits-referral.
► 00:00 – YCharts Ad Read
► 01:54 – Intro
► 03:49 – Streaming Services Are a Steal
► 06:32 – Treasuries
► 18:02 – Michael Burry
► 20:08 – Weed Stocks
► 22:03 – Bond Flows
► 25:53 – Michael’s Multiple Sirius XM Subscriptions
► 27:38 – GDP
► 32:26 – Business Travel
► 33:53 – Loans
► 37:01 – $5k Monthly Car Payments
► 41:30 – Mortgage Rates
► 46:03 – Great Quartr Guys (Macy’s)
► 52:19 – The World is Aging
► 53:03 – Mailbag
► 57:37 – Recommendations
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Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.
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