Uploaded July 2026 | Updated September 2026, 2 weeks ago
On episode 474 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the bloodbath in certain tech stocks, investor behavior in South Korea, a normal market environment, the Mag 7 shine has worn off, Nike lost its moat, why we don't have recessions anymore, boomers aren't downsizing, stocks vs. housing as an investment, Netflix is crashing, movies are back 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
► 00:53 - Intro
► 01:33 - Stock Market
► 13:50 - Investor Behavior
► 26:20 - The Economy
► 33:35 - AI & Tech
► 40:45 - StubHub Controversy
► 42:19 - Prediction Markets & Gambling
► 43:10 - Truth API Explained
► 45:06 - Real Estate
► 51:30 - Joy's of Home Ownership
► 53:45 - Streaming & Entertainment
► 1:08:46 - KFC & Utz
► 1:09:37 - Storytime "There he is!"
► 1:10:20 - 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
The Compound Newsletter: thecompoundnews.com/subscribe
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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
On episode 474 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the bloodbath in certain tech stocks, investor behavior in South Korea, a normal market environment, the Mag 7 shine has worn off, Nike lost its moat, why we don't have recessions anymore, boomers aren't downsizing, stocks vs. housing as an investment, Netflix is crashing, movies are back 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
► 00:53 - Intro
► 01:33 - Stock Market
► 13:50 - Investor Behavior
► 26:20 - The Economy
► 33:35 - AI & Tech
► 40:45 - StubHub Controversy
► 42:19 - Prediction Markets & Gambling
► 43:10 - Truth API Explained
► 45:06 - Real Estate
► 51:30 - Joy's of Home Ownership
► 53:45 - Streaming & Entertainment
► 1:08:46 - KFC & Utz
► 1:09:37 - Storytime "There he is!"
► 1:10:20 - 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
