On Animal Spirits 300 Michael Batnick and Ben Carlson discuss the latest from the banking crisis, the market’s reaction to bank runs, what the Fed should do next, why service inflation is higher than goods inflation, why Bitcoin is rallying this year, how much money it takes to be rich, and more!
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► 00:00 – What Will the Fed Do? – Ycharts Ad
► 02:50 – Fixing a Banking Crisis vs Fixing Inflation
► 05:43 – Uninsured Bank Deposits
► 08:27 – What Happens When You Rescue Markets?
► 12:03 – Money Market Funds
► 14:43 – Bank Deposits Have Been Shrinking
► 16:24 – Discount Window Borrowing
► 17:58 – Hey ChatGPT, What’s Fractional Reserve Banking?
► 19:52 – Credit Suisse
► 23:54 – SVB Bank Run
► 31:57 – Auto Loans
► 33:26 – Bond ETFs
► 34:59 – ARKK Inflows
► 36:19 – Why Does the Fed Care About the Stock Market?
► 37:57 – Cost of Goods vs Services
► 41:24 – AI
► 43:29 – Layoffs
► 45:09 – Job Openings
► 46:45 – Fun Economy
► 49:49 – What’s Behind the Crypto Rally?
► 53:08 – Home Prices
► 55:52 – How Much Do You Need to Be Rich?
► 59:55 – Recommendations
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