Ben's Bearish | Animal Spirits 406

On episode 406 of Animal Spirits, Michael Batnick and Ben Carlson discuss: auto tariffs, binary outcomes on Liberation Day, rising uncertainty, why household debt is going to rise, the Mag 7 bear market, why isn't the stock market down more, the pros and cons of buffered ETFs, the bottom 50%, PE in 401k plans, a diverging housing market and much more.

This episode is sponsored by YCharts. Register for the YCharts x Nick Maggiulli webinar here: https://ycharts.zoom.us/webinar/regis...

► 00:00 - YCharts Ad Read
► 01:23 - Tariffs and Liberation Day
► 18:31 - Stock Market Lows
► 23:37 - Options-Based Strategies
► 27:42 - US ETFs
► 29:32 - US Household Wealth
► 34:21 - Private Equity in 401ks
► 37:21 - 401k Loans
► 39:57 - Kahneman's Last Decision
► 44:49 - Crypto
► 46:38 - Mortgages and the Housing Market
► 51:20 - Streaming
► 55:49 - Recommendations

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