Negative Arbitrage | Animal Spirits 358
On episode 358 of Animal Spirits, Michael Batnick and Ben Carlson discuss: Michael vs. StubHub, inflation at Disney is undefeated, 30 years of stock market returns, the bond market correction rolls on, ARKK is finally seeing an exodus, corporations are taking advantage of consumers, the biggest AI winners, the new normal of housing prices, and much more!
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► 00:00 - YCharts Ad Read
► 01:12 - Intro
► 19:00 - 30 Year Returns
► 22:28 - The Bond Market
► 26:09 - ARK Outflows
► 28:25 - Household Assets
► 31:10 - Equity Allocation
► 33:30 - Who's To Blame For Inflation?
► 39:53 - The US Economy Is Strong
► 44:31 - Investing in AI
► 47:07 - Apple's Allocation of Capital
► 49:34 - Housing Prices
► 52:41 - MegaCap Volatility
► 55:51 - Why Social Security Matters
► 57:20 - Michael's Dinner Debates
► 1:00:00 - Parent Coaches
► 1:04:26 - Tom Brady's Resume
► 1:05:19 - Recommendations
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