About this episode
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.
Learn more about Nuveen by visiting: http://Nuveen.com
Learn more about Janus Henderson Investors by visiting: https://www.janushenderson.com/
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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???????????????????????????
Feel free to shoot us an email at ???????????????????????????animalspirits@thecompoundnews.com??????????????????????????? with any feedback, questions, recommendations, or ideas for future topics of conversation.
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.
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-discla
