Animal Spirits
Summary
Animal Spirits is hosted by Michael Batnick & Ben Carlson covering S&P 500, Streaming Wars, International Stocks, and 2026 Predictions. Episodes span from Dec 2025 to Jan 2026.
The episode provides a forward-looking analysis for 2026, blending market predictions with public sentiment, suggesting a continuation of current trends like a 'stuck' housing market and no recessi...
The S&P 500's concentration has reached a new high, with the top 10 stocks now comprising 40% of the index, sparking debate on whether this trend will continue or reverse. Market sentiment has sour...
Despite a brief correction, 2025 has been a strong year for traditional, diversified portfolios, with US stocks, international stocks, and bonds all posting significant gains. The generative AI boo...