TheBitCast

Will Higher Rates Kill the Stock Market? (EP. 484)

Podcast: Animal Spirits Podcast · The Compound

Opublikowano: 2026-09-30

On episode 484, ⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠ discuss: the stock market has an excuse to sell off, valuations are falling across the board, the cause of the next correction, 5% bond yields, the worst bond market of all-time, incomes are rising, the wealth effect is real, AI personal assistants, the Consumer Inertia basket of stocks, 7% mortgage rates, the fall of the creative class, the 100 best TV shows this century and more. This episode is sponsored by YCharts and Janus Henderson Investors. Visit https://go.ycharts.com/animal-spirits to get 20% off your initial YCharts Professional subscription, new customers only. Vi...