AS
Animal Spirits
Michael and Ben
Summary
Animal Spirits is hosted by Michael and Ben covering S&P 500, Semiconductors, AI, and Leveraged ETFs. Episodes span from Dec 2025 to Jul 2026.
14episodes
537total claims
12topics covered
14 episodes
Say Bubble One More Time. I Dare You!
›Jul 22, 2026
The market is experiencing a "violent separation" where a handful of performing assets, primarily in AI, are thriving while many well-known tech and consumer stocks (e.g., Oracle, Netflix, Nike) ar...
SemiconductorsMarket DispersionStock Market BifurcationTech Stocks+13 more
Will the Fed Buy Stocks?
›Jul 15, 2026
The hosts debate current market signals, including cooling inflation and range-bound interest rates, with differing views on whether rates are poised for a breakout or will remain stable. A key foc...
Interest RatesInflationMarket AnalysisTechnical Analysis+12 more
10 Reasons to be Bullish
›Jul 8, 2026
Corporate fundamentals remain strong, with S&P 500 earnings growth (32%) significantly outpacing the index's total return (22%) over the past year, leading to more reasonable valuations. The market...
S&P 500Earnings GrowthProfit MarginsMarket Valuations+13 more