
On episode 453 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the AI doom scenarios, the value of human relationships in a digital world, housing as an AI hedge, the AI backlash, a very weird stock market, the global bull market, consumers keep spending money, Bitcoin is a software stock, the Blue Owl fiasco, the perfect movie run time and more. This episode is sponsored by Betterment Advisor Solutions. Learn more at: https://betterment.com/advisors ► 00:00 - Betterment Ad ► 00:57 - AI ► 26:38 - Stock Market ► 44:41 - The Economy ► 53:44 - Real Estate ► 55:37 - Private Markets ► 1:04:13 - Entertainment ► 1:08:28 - Recommendations 👕 Check out The Compound shop: https://idontshop.com 🎙️Listen to our podcasts: TCAF: https://podcasts.thecompoundnews.com/show/TCAF/ Animal Spirits: https://podcasts.thecompoundnews.com/show/animalspirits/ Ask The Compound: https://podcasts.thecompoundnews.com/show/ATC/ The Compound Newsletter: https://www.thecompoundnews.com/subscribe Linkedin: https://www.linkedin.com/company/the-compound-media/ Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews Tik Tok: https://www.tiktok.com/@thecompoundnews 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. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. #thecompound #investing #stockmarket

Here’s What Happens to Stocks After an Oil Spike

Is the Stock Market Invincible? | Animal Spirits 447

Bloomberg Businessweek Weekend: March 6th, 2026 | Bloomberg Businessweek

Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot

Is AI a Mistake? | Animal Spirits 452