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Animal Spirits Podcast

What's the negative catalyst? (EP.291)

55 min • 11 januari 2023

On today’s show we discuss Michael becoming famous for a Bezos prediction, the case for no recession in 2023, the bullish case for stocks, the bearish case for stocks, false signals from an inverted yield curve, why this is not 1970s-like inflation, 2023 movies and much more.

 

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Ben Carlson’s A Wealth of Common Sense 

Michael Batnick’s The Irrelevant Investor 

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