Uploaded July 2026 | Updated September 2026, 3 weeks ago
On episode 475 of Animal Spirits, Michael Batnick and Ben Carlson discuss: a good sign for the bull market, semiconductor stocks crashing, why valuations keep falling, everyone is bearish about bonds, South Korea traders, how big SpaceX could get, why people keep spending money, Netflix is still dominating streaming, why there aren't more IMAX theaters and more.
This episode is sponsored by YCharts. To learn more and get 20% off your initial YCharts Professional subscription to take Y for a spin (new customers only), visit go.ycharts.com/animal-spirits
► 00:00 - YCharts Ad
► 00:57 - Intro
► 01:21 - Stock Market
► 20:59 - Investor Behavior
► 26:44 - The Economy
► 30:58 - AI & Google
► 33:30 - Private Markets
► 35:12 - Nike
► 36:13 - Earnings Season
► 37:34 - Personal Finance & Credit Cards
► 41:30 - The Great Wealth Transfer
► 43:45 - Streaming & Entertainment
► 46:25 - IMAX
► 49:37 - Retirement Party for Tony & Dina at Ritholtz
► 52:34 - Storytime | Roller Coasters & Cologne
► 59:16 - Recommendations
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🎙️Listen to our podcasts:
TCAF: podcasts.thecompoundnews.com/show/TCAF
Animal Spirits: podcasts.thecompoundnews.com/show/animalspirits
Ask The Compound: podcasts.thecompoundnews.com/show/ATC
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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. Josh Brown and Michael Batnick 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. See our disclosures here:
ritholtzwealth.com/podcast-youtube-disclosures
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 ritholtzwealth.com/advertising-disclaimers.
#thecompound #investing #stockmarket
On episode 475 of Animal Spirits, Michael Batnick and Ben Carlson discuss: a good sign for the bull market, semiconductor stocks crashing, why valuations keep falling, everyone is bearish about bonds, South Korea traders, how big SpaceX could get, why people keep spending money, Netflix is still dominating streaming, why there aren't more IMAX theaters and more.
This episode is sponsored by YCharts. To learn more and get 20% off your initial YCharts Professional subscription to take Y for a spin (new customers only), visit go.ycharts.com/animal-spirits
► 00:00 - YCharts Ad
► 00:57 - Intro
► 01:21 - Stock Market
► 20:59 - Investor Behavior
► 26:44 - The Economy
► 30:58 - AI & Google
► 33:30 - Private Markets
► 35:12 - Nike
► 36:13 - Earnings Season
► 37:34 - Personal Finance & Credit Cards
► 41:30 - The Great Wealth Transfer
► 43:45 - Streaming & Entertainment
► 46:25 - IMAX
► 49:37 - Retirement Party for Tony & Dina at Ritholtz
► 52:34 - Storytime | Roller Coasters & Cologne
► 59:16 - Recommendations
👕 Check out The Compound shop: idontshop.com
🎙️Listen to our podcasts:
TCAF: podcasts.thecompoundnews.com/show/TCAF
Animal Spirits: podcasts.thecompoundnews.com/show/animalspirits
Ask The Compound: podcasts.thecompoundnews.com/show/ATC
The Compound Newsletter: thecompoundnews.com/subscribe
Linkedin: linkedin.com/company/the-compound-media
Instagram: instagram.com/thecompoundnews
Twitter: twitter.com/thecompoundnews
Tik Tok: tiktok.com/@thecompoundnews
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. Josh Brown and Michael Batnick 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. See our disclosures here:
ritholtzwealth.com/podcast-youtube-disclosures
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 ritholtzwealth.com/advertising-disclaimers.
#thecompound #investing #stockmarket
