How Much is $1 Trillion? (EP. 469)
About this episode
In this episode, Michael Batnick and Ben Carlson discuss various financial topics including AI, the SpaceX IPO frenzy, and market trends.
On episode 469 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the desire to call an AI top, the SpaceX IPO frenzy, taking profits, why value is beating growth, why EM is beating the US, the markets were right about the war, agentic trading, 3% mortgages vs. 4% inflation, the politics of AI, the Rule of 55, a Knicks title for Michael and more. This episode is sponsored by WisdomTree and YCharts. Learn more about the WisdomTree Quantum Computing Fund at https://www.wisdomtree.com/us/strategies/quantum-computing Visit https://go.ycharts.com/animal-spirits to learn more and get 20% off your initial YCharts Professional subscription to take Y for a spin (new customers only). Compound Merch: https://idontshop.com/ Follow us on Instagram: https://www.instagram.com/animalspiritspod/ Follow us on Twitter: https://x.com/TheCompoundNews Sign up for The Compound newsletter and never miss out: thecompoundnews.com/subscribe Find complete show notes on…
People in this episode
Hosts: Michael Batnick, Ben Carlson
Topics covered
- AI
- SpaceX IPO
- investing strategies
- value vs growth
- emerging markets
- mortgage rates
- politics of AI
Keywords
- AI
- SpaceX
- investing
- value investing
- emerging markets
- mortgage rates
- politics
Sponsors
WisdomTree, YCharts
Mentioned in this episode
Books & works: A Wealth of Common Sense, The Irrelevant Investor
More episodes of Animal Spirits Podcast
- Talk Your Book: Private Credit’s Next Act
- Will the Fed Buy Stocks? (EP.473)
- Talk Your Book: Do We Need the Federal Reserve?
- 10 Reasons to be Bullish (EP. 472)
- Talk Your Book: How SpaceX Got Into the Nasdaq 100
- Is Debt Fueling the Rally? (EP. 471)
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