Tax the Billionaires (EP. 446)
Animal Spirits Podcast
Macro risks: China, Taiwan, and AI concerns
Ben and Michael consider geopolitical risks, China-Taiwan scenarios, and potential market implications.
On episode 446 of Animal Spirits, Michael Batnick and Ben Carlson discuss 2026 predictions, the risk of a bear market, why valuations should be higher, why international stocks outperformed, recession risk in 2026, AI hallucinations, self-driving cars, Disney stock, where to find cheaper housing, an appreciation for Keanu Reeves and more.
This episode is sponsored by YCharts. Subscribe to YCharts’ Advisor Pulse, LinkedIn newsletter here: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7163920704407552000 And start your free YCharts trial through Animal Spirits (new customers only) at https://go.ycharts.com/animal-spirits
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Find complete show notes on our blogs:
Ben Carlson’s A Wealth of Common Sense
Michael Batnick’s The Irrelevant Investor
Feel free to shoot us an email at animalspirits@thecompoundnews.com with any feedback, questions, recommendations, or ideas for future topics of conversation.
Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.
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