The Wobbly House of Cards (EP. 483)

Animal Spirits Podcast · Sep 23, 2026 · 1h 16m

On episode 483, ⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠ and ⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠ discuss: the interconnected hyperscalers, AI's risk to the economy, the chart of the year, Nvidia's valuation, Meta's personal assistant, $186 trillion in household wealth, 10 year return projections, the case for owning bonds, why the Fed raised rates, Bitcoin's comeback, fixing the housing crisis is harder than it sounds, the best movie of the 1980s and more.

This episode is sponsored by Nuveen. Visit https://www.nuveen.com/positioning to learn more and to sign up for a custom portfolio analysis.

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