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Welcome to Animal Spirits, a show about markets, life, and investing.

Join Michael Batnik and Ben Carlson as they talk about what they're reading, writing, and watching.

Michael Batnik and Ben Carlson work for RIT Holt's Wealth Management.

All opinions expressed by Michael and Ben or any podcast guests are solely their own opinions

and do not reflect the opinion of RIT Holt's Wealth Management. This podcast is for informational

purposes only and should not be relied upon for investment decisions. Clients of RIT Holt's Wealth

Management may maintain positions in the securities discussed in this podcast.

Welcome to Animal Spirits with Michael and Ben. We've been talking quite a bit. I want to say

very surface level for reasons that are about to come obvious. We've been talking, questioning,

wondering, asking, how come the European energy crisis hadn't come to a head?

When it seemed like one of the most obvious risks out there.

Yeah, the South said, well, they didn't have a winter yet. Maybe it's that easy.

It's kind of ironic that global warming might have saved an energy crisis this year.

But I guess that's it. Again, it seemed like things were going to be bad. This is one of the reasons

why predicting these commodities market is so difficult. You could think you have all this stuff

figured out if this happens, this happens, this happens, and sometimes it doesn't happen that way.

I'm planning a trip to go with my stepfather who's getting up there in years.

So I don't know how many more opportunities we'll get to do something like this.

There's a place all the way up to state, at least it's all the way up from me. It's called

Tug Hell. We used to write some of these there. I haven't done it in a long time.

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