Shows / Animal Spirits Podcast
Animal Spirits Podcast
Animal Spirits is a show about markets, life, and investing. Join Michael Batnick and Ben Carlson as they talk about what they're reading, writing, listening to and watching. Look for new episodes every Wednesday morning. See our disclosures here - https://ritholtzwealth.com/podcast-youtube-disclosures/
Episodes
Animal Spirits PodcastShould I Use a Roth or a Traditional IRA?
On today's show, we talk with Bill Sweet about the different options investors should consider when thinking about what type of vehicle they should use for…
Animal Spirits PodcastTalk Your Book: 2021 Outlook
On today's Talk Your Book, we speak with Matthew Bartolini about options for diversified investors going forward, how to think about volatility in fixed income…
Animal Spirits PodcastInflation Truthers (EP.185)
On this week's show we discuss why inflation isn't being understated, why the economy is so difficult to understand, why growth is outperforming value, the…
Animal Spirits PodcastThe Best of 2020
On today's last show of the year, we look back at the biggest stories from 2020 as well as our favorite books, movies and TV shows. Find complete shownotes on…
Animal Spirits PodcastEveryone Knows Everything (EP.184)
On this week's show we discuss the luck of the draw in the economy this year, our new fantasy trading game, pockets of froth in the markets, Tesla speculators…
Animal Spirits PodcastTalk Your Book: Momentum Investing With Joe Terranova
On today's show, Michael and Ben talk with Joe Terranova of Investment Partners about the lessons from 2020, and the launch of his new investment ETF. Find…
Animal Spirits PodcastNever Stop Buying Lottery Tickets (EP.183)
On this week's show we discuss the new stimulus bill, why the stock market isn't always this easy, Tesla investors who made a boatload of money, Robinhood…
Animal Spirits PodcastHow to Start Your Financial Life (EP.182)
On today's show we discuss financial topics for young people including how much you should spend on an engagement ring, how to talk about money with your…
Animal Spirits PodcastIPO Mania (EP.181)
On this week's show we discuss the Airbnb and DoorDash IPOs, similarities and differences between now and the 1990s dot-com boom, why IPOs rise so much on the…
Animal Spirits PodcastTalk Your Book: ESG Investing
On today's show, Michael and Ben talk with Brie Williams of State Street Global Advisors about the momentum behind ESG investing. Find complete shownotes on…
Animal Spirits PodcastHow America Invests (EP.180)
On today's show we discuss AT&T vs. Verizon, why we could see the highest CAPE ratio ever, the end of movie theaters, why selling is the hardest part of…
Animal Spirits PodcastBlog Post: How Ben Invests His Money
Inspired by the new book, How I Invest My Money, Ben shares how he manages his own money. Learn more about your ad choices. Visit megaphone.fm/adchoices
Animal Spirits PodcastBook Excerpt: The 20 Rules of Personal Finance
Ben reads a chapter from his new book, Everything You Need to Know About Saving For Retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices
Animal Spirits PodcastTalk Your Book: The Structured Marketplace
On today's show we talked with Jason Barsema, co-founder and CEO of Halo Investing, an online marketplace for structured products, annuities, and buffered…
Animal Spirits PodcastRaising the Minimum Wage (EP.179)
On this wee's show we discuss bitcoin vs. gold, billionaires and the minimum wage, there is no perfect number for your savings goals, the downside of FIRE, why…
Animal Spirits PodcastBlog Post: Is Robinhood Good For Investors?
A few weeks ago on a Zoom conference call, Michael was asked "Is Robinhood good for investors?" In this episode, Michael shares how this question caused him to…
Animal Spirits PodcastIs Bitcoin the New Gold (EP.178)
On this week's show we talk about the bitcoin bull market, the generational wealth gap, who owes all the student loan debt, why poor people still buy luxury…
Animal Spirits PodcastTalk Your Book: Direct Indexing
On today's show, Michael and Ben talk with Rusty Vanneman, Chief Investment Officer at Orion Advisor Solutions about all things related to direct indexing…
Animal Spirits PodcastCancel All the Debt (EP.177)
On this week's show we discuss vaccine Mondays, why the market doesn't care about increasing cases, what's the best age to die, making emergency funds…
Animal Spirits PodcastBlog Post: How Much is $20 a Month Worth?
Ben looks at one of the hardest problems for most people when it comes to building wealth -- regularly saving money and shows why $20/month could be worth more…
Animal Spirits PodcastBLOG POST: How I Invest My Money
Ben and I are trying something new. Once or twice a week we're going to read a blog post and drop it in Animal Spirits. If you like it, we'll keep going, if…
Animal Spirits PodcastTalk Your Book: But What Happens Tomorrow?
On today's show we talk with Michael Arone, Chief Investment Strategist at State Street Global advisors about how elections impact the market, and why we might…
Animal Spirits PodcastThe Vaccine (EP.176)
On this week's show we discuss what a vaccine would mean for the markets and economy, why a post-pandemic market will be so difficult to handicap, the…
Animal Spirits PodcastTrading the Election (EP.175)
On this week's show we discuss how to think about your portfolio in relation to the presidential election, how markets tend to react during the post-election…
Animal Spirits PodcastTalk Your Book: Stacker ETFs
On today's Talk Your Book we welcomed back Bruce Bond from Innovator Capital Management to talk about the new Stacker ETFs. Find complete shownotes on our…
Animal Spirits PodcastThe Worst Chart in Finance (EP.174)
On this week's show we discuss why the price of oil is losing its luster as a macro indicator, who owns the stock market, the rise of new investment classes…
Animal Spirits PodcastTalk Your Book: Is the Fed too entrenched?
On today's Talk Your Book, Michael and Ben speak with Marvin Loh of State Street Global Markets about all things related to interest rates, the federal…
Animal Spirits PodcastBad Ideas (EP.173)
On this week's show we discuss why baby boomers are selling out of stocks, the 4% rule, the newest star fund manager, why FICO scores are rising this year…
Animal Spirits PodcastTalk Your Book: What's In an Index?
On this edition of Talk Your Book we spoke with Laurence Black, founder of The Index Standard about how to pick the right products, ETFs and indices for your…
Animal Spirits PodcastBearish the Whole Way Up (EP.172)
On this week's show we discuss why it's impossible to invest based on the outcome of the election, how the market's reaction evolves over time, the coming…
Animal Spirits PodcastTalk Your Book: Protecting the Tails
On this edition of Talk Your Book we sat down with Simplify Asset Management's Paul Kim to discuss how investors can protect their portfolios from both upside…
Animal Spirits PodcastLiving Through History (EP.171)
On this week's show we discuss how crazy it is to live through a period of time that will go down in the history books, why this recession has been devastating…
Animal Spirits PodcastA Random Talk with Burton Malkiel
On today's show we sat down with Burton Malkiel, author of the classic book A Random Walk Down Wall Street. Find complete shownotes on our blogs... Ben…
Animal Spirits PodcastWorst Recession Ever (EP.170)
On this week's show we discuss some bright spots from the pandemic, the massive real estate boom, the housing shortage, more diversity in the stock market…
Animal Spirits PodcastTalk Your Book: Investing in Gold
On today's show we spoke with George Milling-Stanley, Chief Gold Strategist at SSGA about all things related to investing in Gold. Find complete shownotes on…
Animal Spirits PodcastIt's Hard Being Rich (EP.169)
On this week's show we discuss a minor correction in the stock market, why the upper middle class has so much debt, why fame and wealth don't always lead to…
Animal Spirits PodcastEverything You Need to Know About Retirement (EP.168)
On this show we do a deep dive on everything retirement-related including how much you need to save, how much is enough, what happens when you get a late jump…
Animal Spirits PodcastUpside Down Markets (EP.167)
On this week's show we discuss some work from home backlash, parents vs. single people in the office, where inflation comes from, the new fiscal policy regime…
Animal Spirits PodcastDemocracy Has Failed (EP.166)
On this week's show we discuss why tech stocks are finally selling off, why the best companies have to crash, stopping a depression in its tracks, the TINA…
Animal Spirits PodcastThe Economics of Parenting (EP.165)
On this episode we discuss the finances of parenting from what you need to buy, how to prepare yourself financially and emotionally, the cost of daycare…
Animal Spirits PodcastAsset Price Hyperinflation (EP.164)
On this week's show we discuss modern market cap theory, the continued move higher in Tesla shares, the Fed's new inflation mandate, millennials are finally…
Animal Spirits PodcastTalk Your Book: Sectors & The Business Cycle
On today's Talk Your Book we sat down with State Street's Matt Bartolini to discuss investing in different sectors of the stock market and what these sectors…
Animal Spirits PodcastTrickle Up Economics (EP.163)
On this week's show we discuss the potential for a spending boom when the pandemic is over, what happens to all of the government debt we're racking up, what…
Animal Spirits PodcastHow to Spend Your Money (EP.162)
On this episode, we do a deep dive on budgeting, conscious spending, classflation, the two types of budgets, how to plan for infrequent expenses, how to make…
Animal Spirits PodcastThe Four Most Dangerous Words (EP.161)
On this week's show we discuss the speed of bear market recoveries, signs of inflation, the hardest problem in finance right now, which stocks day traders…
Animal Spirits PodcastThe Smart Money (EP.160)
On this week's show we discuss what low bond yields may be telling us, why the stock market is smarter than people give it credit for, the rise of investment…
Animal Spirits PodcastThe Economics of Homeownership (EP.159)
On today's show we talk about one of the most important topics in personal finance, home ownership. Michael and Ben discuss renting versus buying, how to think…
Animal Spirits PodcastS&P 5 (EP.158)
On this week's show we discuss tech stock monopolies, Microsoft potentially buying TikTok, why more people are buying houses, what to do if your friends are…
Animal Spirits PodcastFixed Income Investing in a Low Rate World
On this edition of Talk Your Book we discuss the challenges of investing in a bond market will generationally low interest rates with Marvin Loh from State…
Animal Spirits PodcastThe Golden Age of Fraud (EP.157)
On this week's show we discuss why market cycles are happening in record time, parallels to the 1990s, speculative frenzy, anecdotal stock market signals, the…
Animal Spirits Podcast10,000 Day Traders (EP.156)
On this week's show we discuss new all-time lows in mortgage rates, why this is no normal recession, hopes and questions for a vaccine, Betterment vs…
Animal Spirits PodcastThis is a Bubble (EP.155)
On this week's show we discuss the bubble behavior in Tesla, Elon Musk becoming richer than Warren Buffett, Robert De Niro is going broke, simple > complex…
Animal Spirits PodcastThe Future of Education (EP.154)
On this weeks show we discuss the two types of investing mistakes, hangovers and sunburns, when markets actually make sense, migration out of big cities…
Animal Spirits PodcastExistential Hurricane (EP.153)
On this week's show we discuss growing worries about the economy, a double-dip depression, why the Fed may have to backstop the banks, shorting commercial real…
Animal Spirits PodcastInflation Ahead (EP.152)
On this week's show we discuss Jeremy Siegel's inflationary scenario for the market, why it's time to stop complaining about the Fed, why poverty in the US…
Animal Spirits PodcastTalk Your Book: Advisor Solutions with Helios
On today's show we talk with Chris Shuba, founder and CEO of Helios Quantitative Research. Helios partners with financial advisors to create a unique and…
Animal Spirits PodcastThe Opposite of a Falling Knife (EP.151)
On this week's show we discuss who is driving market prices right now, Robinhood's PR dream, the Hertz bankruptcy story, Dave Portnoy's day-trading escapades…
Animal Spirits PodcastStock Market Euphoria (EP.150)
On this week's show we discuss the insane move in the stock market from the lows, the surprising unemployment numbers, underestimating the Fed, going from the…
Animal Spirits PodcastTalk Your Book: How to Make Better Financial Decisions with Daniel Crosby
On this Talk Your Book we chat with Daniel Crosby about behavioral psychology, why we're not wired to manage money, how to improve your financial decisions and…
Animal Spirits PodcastThe Unluckiest Generation (EP.149)
On this week's show we discuss the saddest week in a long time, post-traumatic growth, 2020 vs. 1968, why working from home is a privilege, inequality in…