On episode 316 of Animal Spirits, Michael Batnick and Ben Carlson discuss: when to get bullish on the long run, how to use sell side stock research, what's wrong with Disney, cruises are underrated, how the pandemic messed up historical economic relationships, 8% mortgage rates and 3% mortgage rates, why housing prices are still going up, and much more!

Thanks to YCharts for sponsoring this episode. See their latest monthly market wrap for June. This is a monthly blog post where YCharts breaks down the most important trends for advisors and their clients. All data/ charts in the report can be utilized by advisors to show to their clients: https://get.ycharts.com/resources/blog/monthly-market-wrap/

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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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#67 - Data Mesh, Data Fabric, and more w/ Bruno Aziza (Google Cloud)