Why Baby Boomers Have All the Money (EP. 488)
The episode gives wealth professionals a wide-ranging discussion of market and consumer themes, including the AI debate and the wealth held by older generations.
Summary
By the real estate & infrastructure deskOn episode 488 of Animal Spirits, Michael Batnick and Ben Carlson discuss the bull market in earnings, the bear case for AI, defining the AI bubble, the 1987 crash and the best AI hedge. They also cover why the labor market remains strong, consumers continuing to spend, luxury real estate booming and why old people are so wealthy, along with how to fix Netflix and Norm Macdonald.
- The hosts discuss the bull market in earnings and the bear case for AI.
- They talk about defining the AI bubble and the best AI hedge.
- They cover why the labor market remains strong and why consumers keep spending money.
- They discuss luxury real estate booming and why old people are so wealthy.
Similar items
Same topic Why Baby Boomers Have All the Money | Animal Spirits 488 | CRThe Compound (Ritholtz Wealth) |
 Seeking Resilience in AI-Related Credit | PIPIMCO |
 Mortgage REITs Are Back? Annaly CEO talks Rates, GSEs, and Housing | VaVanEck |
 Mortgage REITs Are Back? Annaly CEO talks Rates, GSEs, and Housing | TWTrends with Benefits (VanEck) |
 The Credit Market Lens: The Other Side of Higher Yields | PIPIMCO |
Get the weekly 3 to watch
Free, in the Morning BriefEvery week the Morning Brief picks three videos and podcasts worth your time, with why each one matters.
Free. Every morning. Unsubscribe from any edition in one click.
Videos and podcasts are embedded from their publishers. Selections and summaries are editorial and are not investment advice.