Is Debt Fueling the Rally? (EP. 471)
About this episode
The episode discusses the impact of debt on the current market rally and various related financial topics.
On episode 471 of Animal Spirits, Michael Batnick and Ben Carlson discuss: all-time highs in margin debt, the small cap rally, the hyperscaler dilemma, why Micron is up so much, everything is outperforming the Mag 7, concentration is normal, no signs of a recession, rich people everywhere, the pizza bear market and more. This episode is sponsored by Franklin Templeton and Vanguard. Learn more at https://www.franklintempleton.com/advantage To learn more about Vanguard bonds, visit https://vanguard.com/audio. Sign up for The Compound newsletter and never miss out: thecompoundnews.com/subscribe Find complete show notes on our blogs: Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Feel free to shoot us an email at…
People in this episode
Hosts: Michael Batnick, Ben Carlson
Topics covered
- debt
- market rally
- investing
- recession
- stock performance
- sponsorship
Keywords
- debt
- margin debt
- small cap rally
- Micron
- Mag 7
- recession signs
- pizza bear market
Sponsors
Franklin Templeton, Vanguard
Mentioned in this episode
Products: Vanguard bonds
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
- Talk Your Book: Investing in the Power Grid
Explore listener stats, chart rankings, contacts and more on the Animal Spirits Podcast podcast page.