On episode 454 of Animal Spirits, Michael Batnick and Ben Carlson discuss the geopolitical impact on markets, inflationary risk, when risk goes off, concentration risk, AI vs. white collar workers, the optimistic case for AI, falling and rising bond yields, inheriting a house from your parents, the private credit crisis of confidence, the loneliness epidemic and more.
This episode is sponsored by Nuveen and Janus Hendersen Investors.
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Find complete show notes on our blogs:
Ben Carlson’s A Wealth of Common Sense
Michael Batnick’s The Irrelevant Investor
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