Animal Spirits Podcast

What Animal Spirits Podcast Says About Military & Strategy

19 episodes about military & strategy

Animal Spirits is a show about markets, life, and investing. Join Michael Batnick and Ben Carlson as they talk about wha...

Key Insights on Military & Strategy

After reading The Game in 2005, initial success came from environmental factors like pre-selection and social proof, not pickup tactics

  • We're in Cold War II between US and China, but with much deeper economic ties than the US-Soviet relationship ever had
  • AI makes this Cold War more dangerous and unpredictable than the first one, despite nuclear weapons still existing
  • Political polarization follows fractal geometry - it fragments even at the extremes, making civil war unlikely in America
  • Current geopolitical problems are minor compared to threats like Hitler in the 1930s or nuclear standoffs during Cold War I
  • Muscle is 'metabolic currency' for longevity - women need heavy weight training, not light weights, to combat accelerated muscle loss after menopause
  • "Come for the tool, stay for the network" - YouTube subsidized hosting costs to build network effects, a strategy blockchains can replicate through tokens
  • Ray Dalio's prediction model suggests 35-40% chance of US civil war due to wealth inequality and asset ownership disparities

Episodes

Talk Your Book: Do We Need the Federal Reserve?

Talk Your Book: Do We Need the Federal Reserve?

Talk Your Book: The Case for Investing in Emerging Market Bonds

Talk Your Book: The Case for Investing in Emerging Market Bonds

This Won't End Well (EP. 464)

This Won't End Well (EP. 464)

Talk Your Book: Investing in Securitization

Talk Your Book: Investing in Securitization

Everyone Back in the Boat (EP. 460)

Everyone Back in the Boat (EP. 460)

Home Buyer's Remorse (EP. 458)

Home Buyer's Remorse (EP. 458)

Talk Your Book: Navigating Fixed Income in a Crazy World

Talk Your Book: Navigating Fixed Income in a Crazy World

The Best Stocks in History (EP. 457)

The Best Stocks in History (EP. 457)

The Perfect Price of Oil (EP. 456)

The Perfect Price of Oil (EP. 456)

Talk Your Book: After-Tax Alpha

Talk Your Book: After-Tax Alpha

Will AI Displace Financial Advisors? (EP. 455)

Will AI Displace Financial Advisors? (EP. 455)

Talk Your Book: Investing in Next Gen Tech Stocks

Talk Your Book: Investing in Next Gen Tech Stocks

Talk Your Book: Why Commodities Are Working

Talk Your Book: Why Commodities Are Working

Talk Your Book: The 3 A's of the U.S. Economy

Talk Your Book: The 3 A's of the U.S. Economy

Hi-Yo Silver! (EP. 449)

Hi-Yo Silver! (EP. 449)

Talk You Book: How to Fix the Plumbing of the Financial System

Talk You Book: How to Fix the Plumbing of the Financial System

Small Caps Are Back (EP. 448)

Small Caps Are Back (EP. 448)

Talk Your Book: Structured Notes in an ETF

Talk Your Book: Structured Notes in an ETF

Talk Your Book: The Bull Case for China With Brendan Ahern

Talk Your Book: The Bull Case for China With Brendan Ahern

Books on military & strategy

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