So Bearish It's Bullish (EP.409)

Animal Spirits Podcast · Apr 23, 2025 · 1h 3m

On episode 409 of Animal Spirits, Michael Batnick and Ben Carlson discuss: some 1929 and 1932 comparisons, the impact of tariffs on small businesses, supply chain problems are coming, putting the dollar's move into perspective, jumping into a recession, why a recession might feel worse than it actually is, the correction is still relatively mild, retail keeps buying the dip, Bitcoin is decoupling, $145,000 mud rooms and much more!

This episode is sponsored by YCharts. Grab a copy of their new deck: https://go.ycharts.com

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