This Animal Spirits episode, recorded live at Future Proof Citywide, features Ben Carlson and Michael Batnick discussing market trends, personal anecdotes (including Ben's 40th birthday surprise gone awry), and their perspectives on current economic sentiment. They analyze recent market corrections, the potential for a recession, and the impact of shifting consumer and corporate spending plans. The hosts also touch upon the upcoming wealth transfer and its potential effects, offering a 74% probability assessment that a bear market is unlikely. Listeners gain insights into market volatility, economic indicators, and the hosts' candid opinions on investing strategies.
