Episode
A Fire Alarm For Interest Rates (EP. 466)
- Podcast
- Animal Spirits Podcast
- Published
- May 27, 2026
- Duration seconds
- 3638
- Processing state
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Summary
On episode 466 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the SpaceX IPO, index fund bag holders, the pros and cons of rising bond yields, the markets got the war right, how consumer sentiment broke, the Bezos tax plan, AI optimism, did crypto miss its moment, the coming renovation boom, dad books and more. This episode is sponsored by Cullen Capital and YCharts. To learn more about Cullen Capital and DIVP, visit https://www.cullenfunds.com/US/A/ETF/DIVP/ Visit https://go.ycharts.com/animal-spirits to get 20% off your initial YCharts Professional subscription. Sign up for The Compound newsletter and never miss out: thecompoundnews.com/subscribe Find complete show notes on our blogs: Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Feel free to shoot us an email at [email protected] with any feedback, questions, recommendations, or ideas for future topics of conversation. 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…