Time to Get Bearish? (EP.401)

This Animal Spirits podcast episode features Michael Batnick and Ben Carlson discussing current market trends and their perspectives on the economy. They analyze commentary from various economists and financial experts, noting signs of economic slowdown despite a relatively stable stock market. Specific examples include the weakening of industrials relative to the S&P 500 and a rollover in housing starts. The hosts also touch upon the impact of wealth inequality on consumer spending and the implications of potential Federal job cuts. Listeners gain insights into current market sentiment and potential investment strategies.