The Best Investment in 2025 (So Far...) Isn’t...

Atlassian announced that it is letting about 10% of its workforce go today. Management said it was because AI is making the company more efficient, but we’re wondering if there is more to it than that. Plus, some napkin math on the Strategic Petroleum Reserve release and Dollar G ...  Show more

Amazon is fighting Perplexity over the startup’s shopping agents, showing the legacy tech companies may not be as comfortable with AI innovation as we may think. We also discuss Meta’s AI strategy and why Oracle is growing and taking a big risk in its buildout. Travis Hoium, Lou ...  Show more

On today's show, Ben Carlson and Michael Batnick are live from Charleston, joined by Kathleen McCarragher, a Portfolio Manager for Jennison Associates and Harbor Capital to discuss market concentration within the S&P 500, how growth managers combat high-flying stocks within the i ...  Show more

🎙️ Ready to invest in real estate with any amount?This week, we’re joined by Rami Tabbara, co-founder of Stake, the platform revolutionizing real estate investments. From AED 28 billion in sales to creating a game-changing investment platform, Rami shares how Stake makes investi ...  Show more

On episode 402 of Animal Spirits, Michael Batnick and Ben Carlson discuss: GDP growth rolling over, the probability of a recession is rising, timing a bear market, Ray Dalio's crash calls, the crypto strategic reserve, the bull market in convenience, why we need Social Security, ...  Show more

Send a textIt's our special 150th episode!! We’re reuniting with billionaire investor and CEO David Adelman (whom you may remember from our “Sports Investing 101” episode) for a deep dive into his multifaceted empire and brilliant business acumen. David’s story is the stuff of le ...  Show more