The Best Bear Case on AI | Animal Spirits 478 @TheCompoundNews
The Best Bear Case on AI | Animal Spirits 478  @TheCompoundNews
Uploaded August 2026 | Updated September 2026, 2 weeks ago
On episode 478 of Animal Spirits, Michael Batnick and Ben Carlson discuss: one of the greatest bull markets of all time, falling valuations, why young people gamble, financial nihilism, the next recession, $3 trillion in money markets, when bond yields compete with stocks, debating AI outcomes, NHL ETFs, renting vs. buying, rich sports owners in trouble, breaking even at the blackjack table and more.

This episode is sponsored by YCharts. To start a free trial and get 20% off your initial YCharts Professional subscription (new customers only) visit go.ycharts.com/animal-spirits

► 00:00 - YCharts Ad
► 01:04 - Stock Market
► 30:57 - The Economy
► 38:12 - AI
► 43:17 - Gambling
► 47:02 - Real Estate
► 48:58 - Retirement
► 51:37 - Travel
► 55:47 - Random
► 59:11 - Storytime
► 1:04:01 - 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. See our disclosures here:
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The Best Bear Case on AI | Animal Spirits 478

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