On episode 330 of Animal Spirits, Michael Batnick and Ben Carlson discuss: inflation coming down, the continued strength of the US consumer, Howard Marks on investing for a sea change, the risk-reward in bonds, what would happen if the US government paid off its debts, EMH in crypto, the worst case scenario for the housing market, and much more!

Thanks to iShares for sponsoring this episode. To learn more about the iShares Semiconductor ETF (SOXX), visit: https://www.ishares.com/us/products/239705/ishares-semiconductor-etf
Thanks to Kaplan for sponsoring this episode. Learn more about the Chartered Retirement Plans Specialist designation at: https://www.kaplanfinancial.com/wealth-management/crps?utm_source=animal_spirits_podcast&utm_medium=podcast&utm_campaign=animal_spirits_partnership&utm_content=crps

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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