Resumen del episodio
On episode 485, Michael Batnick and Ben Carlson discuss: what can stop the hyperscalers from spending, why the stock market is neat all-time highs again, speedball capitalism, how capex cycles work, it's a high beta decade, how to lie with statistics, young people are going to be fine, the top 0.1% is really rich, the problem with getting rich young, private markets are overvalued, no more dinner parties and more. This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+, Fidelity’s most powerful trading platform yet and Federated Hermes. Learn more at http://www.fidelity.com/TraderPlus Explore their full ETF lineup at https://federatedhermes.com/ Sign up for The Compound newsletter and never miss out: thecompoundnews.com/subscribe Follow Us On Social Media: Instagram:…
On episode 485, Michael Batnick and Ben Carlson discuss: what can stop the hyperscalers from spending, why the stock market is neat all-time highs again, speedball capitalism, how capex cycles work, it's a high beta decade, how to lie with statistics, young people are going to be fine, the top 0.1% is really rich, the problem with getting rich young, private markets are overvalued, no more dinner parties and more. This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+, Fidelity’s most powerful trading platform yet and Federated Hermes. Learn more at http://www.fidelity.com/TraderPlus Explore their full ETF lineup at https://federatedhermes.com/ Sign up for The Compound newsletter and never miss out: thecompoundnews.com/subscribe Follow Us On Social Media: Instagram:…
Episodios
Sudden Wealth Syndrome (EP. 485)
EscuchadoOn episode 485, Michael Batnick and Ben Carlson discuss: what can stop the hyperscalers from spending, why the stock market is neat all-time highs again, speedball capitalism, how capex cycles work, it's a high beta decade, how to lie with statistics, young people are going to be fine, the top 0.1% is really rich, the problem with getting rich young, private markets are overvalued, no more dinner parties and more. This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+, Fidelity’s most powerful trading platform yet and Federated Hermes. Learn more at http://www.fidelity.com/TraderPlus Explore their full ETF lineup at https://federatedhermes.com/ Sign up for The Compound newsletter and never miss out: thecompoundnews.com/subscribe Follow Us On Social Media: Instagram:…
Talk Your Book: How Higher Rates Are Re-Shaping Commercial Real Estate
EscuchadoOn this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Jerry Baglien from Benefit Street Partners to discuss: investing in real estate, higher mortgage rates, the office bear market, how higher rates impact returns and more. To learn more, visit: credopp.com 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…
Will Higher Rates Kill the Stock Market? (EP. 484)
EscuchadoOn episode 484, Michael Batnick and Ben Carlson discuss: the stock market has an excuse to sell off, valuations are falling across the board, the cause of the next correction, 5% bond yields, the worst bond market of all-time, incomes are rising, the wealth effect is real, AI personal assistants, the Consumer Inertia basket of stocks, 7% mortgage rates, the fall of the creative class, the 100 best TV shows this century and more. This episode is sponsored by YCharts and Janus Henderson Investors. Visit https://go.ycharts.com/animal-spirits to get 20% off your initial YCharts Professional subscription, new customers only. Visit https://www.janushenderson.com/ for more information. Sign up for The Compound newsletter and never miss out: thecompoundnews.com/subscribe Follow Us On Social Media: Instagram:…
Talk Your Book: The Next Generation of Income Strategies
EscuchadoOn this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Mike Laughlin from Janus Henderson to discuss: the mechanics of autocallable and stability notes, how these options generate income, the risks and trade-offs of structured income ETFs and more. 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…
The Wobbly House of Cards (EP. 483)
EscuchadoOn episode 483, Michael Batnick and Ben Carlson discuss: the interconnected hyperscalers, AI's risk to the economy, the chart of the year, Nvidia's valuation, Meta's personal assistant, $186 trillion in household wealth, 10 year return projections, the case for owning bonds, why the Fed raised rates, Bitcoin's comeback, fixing the housing crisis is harder than it sounds, the best movie of the 1980s and more. This episode is sponsored by Nuveen. Visit https://www.nuveen.com/positioning to learn more and to sign up for a custom portfolio analysis. Sign up for The Compound newsletter and never miss out: thecompoundnews.com/subscribe Follow Us On Social Media: Instagram: instagram.com/thecompoundnews Twitter: twitter.com/thecompoundnews LinkedIn:…