Episode
How Much is $1 Trillion? (EP. 469)
- Podcast
- Animal Spirits Podcast
- Published
- Jun 17, 2026
- Duration seconds
- 4114
- Processing state
not_requested
Actions
POST https://stenobird.com/v1/public/podcasts/animal-spirits-podcast-399817/episodes/how-much-is-1-trillion-ep-469/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/animal-spirits-podcast-399817/how-much-is-1-trillion-ep-469.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
On episode 469 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the desire to call an AI top, the SpaceX IPO frenzy, taking profits, why value is beating growth, why EM is beating the US, the markets were right about the war, agentic trading, 3% mortgages vs. 4% inflation, the politics of AI, the Rule of 55, a Knicks title for Michael and more. This episode is sponsored by WisdomTree and YCharts. Learn more about the WisdomTree Quantum Computing Fund at https://www.wisdomtree.com/us/strategies/quantum-computing Visit https://go.ycharts.com/animal-spirits to learn more and get 20% off your initial YCharts Professional subscription to take Y for a spin (new customers only). Compound Merch: https://idontshop.com/ Follow us on Instagram: https://www.instagram.com/animalspiritspod/ Follow us on Twitter: https://x.com/TheCompoundNews 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…