On episode 453 of Animal Spirits, Michael Batnick and Ben Carlson discuss the AI doom scenarios, the value of human relationships in a digital world, housing as an AI hedge, the AI backlash, a very weird stock market, the global bull market, consumers keep spending money, Bitcoin is a software stock, the Blue Owl fiasco, the perfect movie run time and more.
This episode is sponsored by Betterment Advisor Solutions and ClearBridge Investments.
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International and emerging market stocks outperformed the U.S. in 2025. At ClearBridge, we believe this momentum can continue. Find out more at https://www.clearbridge.com/
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Ben Carlson’s A Wealth of Common Sense
Michael Batnick’s The Irrelevant Investor
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