Something Has to Break | Animal Spirits 310

On today's show, Michael Batnick and Ben Carlson discuss Ben's guiding philosophy on life and markets, why people buy and sell stocks at the wrong times, NVIDIA's crazy run, why the economy remains so resilient, historic income gains at the bottom, greedflation, The Succession finale and more.

Thanks to STF Management for sponsoring this episode. Visit https://www.stfm.com/ to learn more about their ETFs.

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00:00 - Ad Read
01:40 - Intro
02:33 - Debt Ceiling
04:49 - Flows
08:25 - Stock Ownership
09:58 - NVDA
12:18 - Nasdaq 100
15:09 - Arkk
17:44 - Stocks beating the Index?
19:32 - Recession Probabilities
22:42 - Anecdotal Data
24:07 - Casinos and "Chipflation"
26:38 - Income
28:24 - Greedflation
30:32 - Shipping
31:41 - Mortgages
38:36 - Personal Finance in High School
43:48 - Netflix and Streaming
47:47 - Ticket Sales
51:08 - Recommendations

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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.

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