Is the AI Trade Over? | Animal Spirits 439

On episode 439 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the Degen Dow pain trade, the lack of euphoria, AI skepticism, long bear markets, Michael Burry's crash calls, the great stuff transfer, the Bitcoin crash, first-time homebuyers, Blue Owl and much more.

This episode is sponsored by Nuveen. Invest like the future is watching. Visit https://www.nuveen.com/future to learn more.

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► 00:00 - Nuveen Ad
► 00:43 - Intro
► 01:10 - Stock Market
► 23:42 - The Economy
► 37:57 - AI
► 43:22 - Individual Stocks
► 48:27 - Crypto
► 50:42 - Real Estate
► 55:07 - Private Markets
► 1:00:32 - Personal Finance
► 1:02:37 - Story Time
► 1:06:25 - 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:
https://ritholtzwealth.com/podcast-yo...

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