Uploaded June 2026 | Updated September 2026, 2 weeks ago
On episode 467 of Animal Spirits, Michael Batnick and Ben Carlson discuss: peak FOMO, chip stocks going nuclear, 1990s stock market flashbacks, trillion dollar IPOs, the AI trade is global, the bear case, a tale of two bull markets, bad luck in the real estate industry, South Korea's boom, movies are back and much more.
This episode is sponsored by Invesco. Visit invesco.com to learn more.
► 00:00 - Invesco Ad
► 00:48 - Intro
► 06:13 - Stock Market
► 28:11 - SpaceX IPO
► 34:43 - How Much Supply Can the Market Handle?
► 39:01 - Investor Behavior
► 42:55 - The Economy
► 44:08 - AI
► 49:26 - Crypto
► 51:12 - Real Estate
► 54:11 - Entertainment & 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. 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:
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 467 of Animal Spirits, Michael Batnick and Ben Carlson discuss: peak FOMO, chip stocks going nuclear, 1990s stock market flashbacks, trillion dollar IPOs, the AI trade is global, the bear case, a tale of two bull markets, bad luck in the real estate industry, South Korea's boom, movies are back and much more.
This episode is sponsored by Invesco. Visit invesco.com to learn more.
► 00:00 - Invesco Ad
► 00:48 - Intro
► 06:13 - Stock Market
► 28:11 - SpaceX IPO
► 34:43 - How Much Supply Can the Market Handle?
► 39:01 - Investor Behavior
► 42:55 - The Economy
► 44:08 - AI
► 49:26 - Crypto
► 51:12 - Real Estate
► 54:11 - Entertainment & 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. 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:
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
