Is a Soft Landing Inflationary? | Animal Spirits 292

On Animal Spirits 292 Michael Batnick and Ben Carlson discuss: why people still invest in stocks even when bond rates are high, international stocks are on a tear, the 60/40 argument that never dies, the Fed vs. the bond market, record high dividends in the stock market, why it's so hard to predict bottoms, Michael's NY Giants playoff game experience, and much more.

► 00:00 - American Century Ad
► 01:19 - Short Term Bonds
► 05:42 - Contrarian Ideas
► 07:04 - European Economy
► 09:42 - Bond Flows
► 10:22 - Gundlach
► 12:41 - Dividend Stocks
► 13:39 - Software is Eating the World
► 19:51 - Potential for a Soft Landing
► 23:37 - Consumer Sentiment
► 25:19 - Mike Goes to Minnesota
► 29:07 - No Sign of a Slowdown
► 32:04 - Inflation
► 33:35 - Egg-flation
► 35:53 - Used Car Prices and Tesla Price Cuts
► 37:32 - Crypto
► 44:01 - Real Estate/Housing
► 49:54 - Earnings
► 53:24 - How Much People Make in NYC
► 55:37 - BBBY
► 59:55 - ChatGPT
► 01:00:56 - Recommendations

This episode is sponsored by American Century Investments. To learn more about their Short Duration Strategic Income ETF, visit: https://www.americancentury.com/invest/funds/american-century-short-duration-strategic-income-etf/?utm_campaign=etf_sdsi&utm_source=nasdaq&utm_medium=referral&utm_content=logo

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