The End of V-Shaped Recoveries (EP.256)

The End of V-Shaped Recoveries (EP.256)

Up next

Everyone Hates AI (EP. 453)

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 ...  Show more

Talk Your Book: Investing in Next Gen Tech Stocks

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Paul Schroeder from ⁠⁠Inves ...  Show more

Recommended Episodes

I’d Rather Be A Bull: A Conversation with David Rosenberg
RiskReversal Pod

On this episode of “On The Tape,” David Rosenberg of Rosenberg Research joins Dan Nathan and Guy Adami for the full show! Topics they hit include what the bears got wrong about the stock market (2:30), market concentration (8:00), liquidity (11:45), the AI boom comparisons to the ...  Show more

Now Bulls Can’t Leave with Ben Kallo of RW Baird
RiskReversal Pod

On this episode of “On The Tape,” Dan Nathan, Guy Adami and Danny Moses discuss the stock market moving on Fed cut expectations (3:00), what the rally in gold is telling us about the market (14:00), weakness in the Yen (17:00), the Jobs Report (18:00), huge moves in some of the b ...  Show more

Man On The Moon and a Conversation with Mike Wilson
RiskReversal Pod

Mike Wilson of Morgan Stanley joins Guy, Dan, and Danny to discuss being bearish in a bull market (3:00), what would change Mike’s thesis (11:00), S&P earnings expectations (14:30), second-half trends (16:00), the bond market (25:30), whether the hopium can continue in the market ...  Show more

Ode to the Mets: A Conversation with Vinny Daniel & Porter Collins, Plus an Interview with Anastasia Amoroso of iCapital Network
RiskReversal Pod

Guy, Dan, and Danny are joined by Danny’s “The Big Short” colleagues Vincent Daniel and Porter Collins for a conversation about the state of the markets, Federal Reserve, and what to buy in this environment. Later, Dan and Guy go “Off The Tape” with Anastasia Amoroso of iCapital ...  Show more