45 Million Rich Households (EP. 475)
Animal Spirits Podcast · The Compound · Wed, 29 Jul 2026 08:00:00 -0000 · 66 min
On episode 475, Michael Batnick and Ben Carlson discuss: a good sign for the bull market, semoconductor stocks crashing, why valuations keep falling, everyone is bearish about bonds, South Korea traders, how big SpaceX could get, why people keep spending money, Netflix is still dominating streaming, why there aren't more IMAX theaters and more.
This episode is sponsored by YCharts and Calamos.
To learn more and get 20% off your initial YCharts Professional subscription to take Y for a spin (new customers only), visit https://go.ycharts.com/animal-spirits
To learn more about CAIE, visit https://www.calamos.com/funds/etf/calamos-autocallable-income-caie
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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
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Show: Animal Spirits Podcast
Hosts: The Compound
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