On episode 384 of Animal Spirits, Michael Batnick and Ben Carlson discuss: changing narratives in the markets, why interest rates are rising, why you should never take macro advice from hedge fund managers, why the S&P 500 is so hard to beat, living paycheck-to-paycheck on $150k, why the 2020s inflation was so painful, 7% mortgage rates, the downside of Waymo, and much more!

This episode is sponsored by Global X and Kraneshares.

• To learn more about Global X’s entire suite of ETFs from covered calls, fixed income, emerging markets, and more, visit: https://www.globalxetfs.com

• Keep up on the latest out of China at China Last Night and learn more about the KraneShares CSI China Internet ETF at: https://kraneshares.com/kweb/

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Find complete show notes on our blogs:

Ben Carlson’s A Wealth of Common Sense

Michael Batnick’s The Irrelevant Investor

Feel free to shoot us an email at [email protected] with any feedback, questions, recommendations, or ideas for future topics of conversation.

 

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