A Mania Is Brewing (EP. 431)
Animal Spirits Podcast
Oracle/OpenAI and an AI Spending Arms Race
Michael explains Oracle’s deal and how debt-fueled spending could spark a hyperscaler capex arms race and change capital dynamics.
On episode 431 of Animal Spirits, Michael Batnick and Ben Carlson discuss bubble behavior from tech CEOs, the AI inflection point, S&P 10,000, panic selling, $7.7 trillion in money markets, the two-speed economy, most IPOs are terrible investments, how to bring down mortgage rates, the demographic housing battle, youth sports and more.
This episode is sponsored by Nuveen and KraneShares.
- Invest like the future is watching. Visit https://www.nuveen.com/future to learn more.
- To learn more about KraneShares’ KOID ETF visit, http://kraneshares.com/koid/?adsource=koid
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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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