Markets & outlook · Podcast

It's a Bloodbath (EP. 487)

It is a broad, opinion-led scan of current market conditions and investor behaviour from two frequent commentators, useful as background listening on how the surface index numbers compare with what is happening in individual stocks and valuations.

Streams from the publisher’s own feed. Nothing loads until you press play.1 hr 10 min

Summary

By the markets & outlook desk

Episode 487 of the Animal Spirits podcast has Michael Batnick and Ben Carlson working through a list of market topics, including AI debt concerns and Coreweave, the 2020s appetite for risk, and a comparison to the railway boom. They also discuss what they call carnage under the surface of the stock market, the average stock's performance this year, falling valuations and how the stock market has changed. The episode closes out with items on lottery-ticket bets that did not hit, billionaires giving away money and baby boomers' reluctance to pay property taxes.

The hosts discuss AI debt concerns and Coreweave
They talk about the 2020s appetite for risk and draw a railway boom analogy
They describe carnage under the surface of the stock market, the average stock this year and valuations falling everywhere
Other segments cover lottery tickets that didn't hit, billionaires giving away money and baby boomers and property taxes

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