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Passive is Eating the Market (EP.347)
On episode 347 of Animal Spirits, Michael Batnick and Ben Carlson discuss: why McDonald's is getting more expensive, the prospects for another bear market this year, fundamentals that drive stock returns, concentration in the S&P 500, Nvidia vs. China, tail risk strategies, consumer credit, commercial real estate, fixing youth sports, and more!
Thanks to Spear Funds for sponsoring this episode. To learn more about the Spear Alpha ETF, visit: https://spear-funds.com/
Find complete show notes on our blogs...
Ben Carlson’s A Wealth of Common Sense
Michael Batnick’s The Irrelevant Investor
Feel…
The skinny
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