
On episode 426 of Animal Spirits, Michael Batnick and Ben Carlson discuss: why the stock market is getting boring, S&P 493 vs. the Mag 7, are small caps dead, it's tough being a contrarian, healthcare stocks are cheap, the K-shaped food industry, the tariff impact is coming, renting vs. buying, million dollar houses and more. ► 00:00 - Intro ► 07:10 - Stock Market ► 18:56 - The Economy ► 24:54 - AI ► 29:20 - Crypto ► 34:47 - Real Estate ► 41:11 - Random ► 45:35 - Entertainment ► 54:46 - Recommendations 👕 Check out The Compound shop: https://idontshop.com 🎙️Listen to our podcasts: TCAF: https://podcasts.thecompoundnews.com/show/TCAF/ Animal Spirits: https://podcasts.thecompoundnews.com/show/animalspirits/ Ask The Compound: https://podcasts.thecompoundnews.com/show/ATC/ The Compound Newsletter: https://www.thecompoundnews.com/subscribe Linkedin: https://www.linkedin.com/company/the-compound-media/ Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews Tik Tok: https://www.tiktok.com/@thecompoundnews 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. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. #thecompound #investing #stockmarket
Sam Altman
“Sam Altman got quoted in a story last week and he said, 'When bubbles happen, smart people get over excited about a kernel of truth.'”
Howard Marks
“I read a Howard Mark's memo which it's been a minute since I've read one of those.”
Burton Malkiel
“The New York Times had a story... it's Burton Malciel, actually, still going strong.”

10 Reasons to be Bullish | Animal Spirits 472

How Much Is $1 Trillion? | Animal Spirits 469

How to Play the Money Game | TCAF 256

Is Debt Fueling the Rally? | Animal Spirits 471

The Next Michael Burry | Animal Spirits 480

The Best Bear Case on AI | Animal Spirits 478