Never Pay Off Your Mortgage (EP. 436)
Animal Spirits Podcast
CapEx bubble concerns and MAG-7 investments
Michael introduces Kai Wu's analysis on CapEx spending, depreciation-adjusted metrics, and the MAG-7's asset-heavy transition.
On episode 436 of Animal Spirits, Michael Batnick and Ben Carlson discuss how behavior drives bull markets, how many companies outperform the S&P 500, bubble predictions, 5x ETFs, $20 lunches, surviving the AI capex boom, we need lower housing prices, why private credit is an easy sale to make, Halloween decorations and more.
This episode is sponsored by Nuveen and Invesco.
- Invest like the future is watching. Visit https://www.nuveen.com/future to learn more.
- Visit https://www.invesco.com/ to learn more about their comprehensive fixed income solutions and how they can help strengthen your portfolio's foundation.
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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
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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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