Buy the Dip is Dead | Animal Spirits 288



Published
On Animal Spirits 288 Michael Batnick and Ben Carlson discuss: why the stock market is getting crushed this month, what one year's returns mean for the next year, why retail investors are still buying tech stocks, 3 scenarios for next year's market, the Fed's 2% inflation target, why there will never be a perfect economy, the Avatar sequel, and much more.

► 00:00 - Looking at Inflation on YCharts
► 04:35 - How Often Is the Market Down 2 Years in a Row?
► 08:36 - Recession Talk
► 14:43 - The Fed
► 16:17 - Is BTD Dead?
► 21:48 - ETF Inflows
► 25:19 - Tesla
► 26:58 - Valuations
► 29:00 - Jerome Powell
► 34:22 - Meme Stocks
► 37:34 - Real Estate
► 40:19 - When Michael Went Bald
► 49:03 - Companies That Are Back to 2020 Lows
► 57:19 - Recommendations

Category
Management
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