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Latest / Animal Spirits Podcast

Peak Inflation (EP.287)

On today's show we discuss inflation rolling over, the possibility of a soft landing, Santa Claus rallies, SPF getting arrested, what a housing market comeback would look like, picking stocks vs. picking stock-pickers, The White Lotus season 2 and much more.

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Ben Carlson’s A Wealth of Common Sense

Michael Batnick’s The Irrelevant Investor

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The skinny

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