Michael questions if ignoring geopolitical headlines is setting up for a Minsky moment panic.
As heard by us
A market conversation that treats AI as an economic and portfolio question rather than a headline.
This Animal Spirits episode, with Michael Batnick and Ben Carlson, keeps returning to the gap between AI enthusiasm and the slower evidence in the data.
Why you'd press play
When you want an AI-and-markets debate that ends in actual trade talk.
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