On episode 317 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the stock market vs. the Fed's balance sheet, why expectations matter more than fundamentals in the short-run, the cruel irony of investing, how to hedge hyperinflation, why no one can claim victory on a soft landing, why the U.S. economy is so much bigger than the Eurozone, Dwight Schrute and the human condition, movies are back, and much more!

Thanks to Argent Capital Management for sponsoring this episode. To learn more about the Argent Capital Mid Cap Strategy ETF, visit: https://argentcapital.com/our-strategies/institutional-mid-cap/

Pick up your Tropical Bros X Animal Spirits shirt here: https://tropicalbros.com/collections/animal-spirits/products/super-stretch-animal-spirits-hawaiian-shirt

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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