On episode 321 of Animal Spirits, Michael Batnick and Ben Carlson discuss: Ben's trip to NYC, stock market vs. bond market valuations, the 4% inflation scenario, why the consumer is so important, record home values (again), the power of home equity, and much more!

This episode is sponsored by Franklin Templeton. To learn more about the Franklin U.S. Low Volatility High Dividend Index ETF (LVHD), visit: https://www.franklintempleton.com/investments/capabilities/etfs

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Ben Carlson’s A Wealth of Common Sense

Michael Batnick’s The Irrelevant Investor

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