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 Podcast
Talk Your Book: How to be a Supercommunicator with Charles Duhigg
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by author Charles Duhigg to talk about his book…
- Animal Spirits Podcast
Live From Miami (EP.404)
On episode 404 of Animal Spirits, Michael Batnick and Ben Carlson discuss: a bear market in Mag 7 stocks, one of the fastest corrections ever, surveys…
- Animal Spirits Podcast
Talk Your Book: How Private Credit Works
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Phil Bauer, SVP and Portfolio Specialist at Calamos…
- Animal Spirits Podcast
The Tariff Tantrum (EP.403)
On episode 403 of Animal Spirits, Michael Batnick and Ben Carlson discuss: a healthy correction in the stock market, growth stocks getting slaughtered, bonds…
- Animal Spirits Podcast
Talk Your Book: A Better 60/40 Portfolio
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by JD Gardner, CIO and Founder of Aptus Capital Advisors to…
- Animal Spirits Podcast
Is a Recession Coming? (EP.402)
On episode 402 of Animal Spirits, Michael Batnick and Ben Carlson discuss: GDP growth rolling over, the probability of a recession is rising, timing a bear…
- Animal Spirits Podcast
Talk Your Book: Custom Portfolio Protection
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Matthew Radgowski, CEO of Halo Investing to discuss the…
- Animal Spirits Podcast
Time to Get Bearish? (EP.401)
On episode 401 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the potential for an economic slowdown, Steve Cohen gets bearish, the labor market…
- Animal Spirits Podcast
Talk Your Book: State of The Real Estate Market
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Paul Baiocchi, Chief ETF Strategist of SS&C ALPS Advisors and…
- Animal Spirits Podcast
Life and Death (EP.400)
On episode 400 of Animal Spirits, Michael Batnick and Ben Carlson discuss: Jon Carlson's story, dealing with grief, why financial planning matters, Jon's life…
- Animal Spirits Podcast
Talk Your Book: A Short History of the Nasdaq 100
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Emily Spurling, SVP, Global Head of Index at Nasdaq and Mark…
- Animal Spirits Podcast
Is $1 Million a Lot of Money? (EP.399)
On episode 399 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the shrinking number of small businesses, the stock market chart of the decade, why…
- Animal Spirits Podcast
Talk Your Book: How to Eliminate Negative Alpha
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Cole Wilcox, Founder and Chief Investment Officer of Longboard…
- Animal Spirits Podcast
The Dumbest Trade War (EP.398)
On episode 398 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the financial impact of tariffs, why AI could save the stock market, market return…
- Animal Spirits Podcast
Talk Your Book: Bitcoin for Anyone
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Matt Kaufman, SVP, Head of ETFs at Calamos to discuss using…
- Animal Spirits Podcast
Your Budget Sucks (EP.397)
On episode 397 of Animal Spirits, Michael Batnick and Ben Carlson discuss: Future Proof Citywide in Miami, the DeepSeek rug pull on Nvidia, what this means for…
- Animal Spirits Podcast
Talk Your Book: The Private Credit Opportunity Set
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Kyle Brown, CEO, President, and CIO of Trinity Capital to…
- Animal Spirits Podcast
Trump Coin (EP.396)
On episode 396 of Animal Spirits, Michael Batnick and Ben Carlson discuss: a memecoin from the President, what's next for the crypto industry, the golden age…
- Animal Spirits Podcast
Talk Your Book: 3 Reasons to Buy Bonds
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Dave Braun, Managing Director and Generalist Portfolio Manager…
- Animal Spirits Podcast
A Key Market Signal (EP.395)
On episode 395 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the devastating fires in LA, why homes are the most important financial asset for…
- Animal Spirits Podcast
Talk Your Book: Moneyball Meets Private Equity
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Greg Bond, CEO of Man Numeric and Head of the Americas for the…
- Animal Spirits Podcast
Predictions For 2025 (EP.394)
On episode 394 of Animal Spirits, Michael Batnick and Ben Carlson discuss: all sorts of predictions for the upcoming year, the AI bubble, the roaring 2020s of…
- Animal Spirits Podcast
Talk Your Book: Direct to Consumer Venture Capital
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Elia Infascelli, Partner and CEO of The Cashmere Fund to…
- Animal Spirits Podcast
It Was a Very Good Year (EP.393)
On episode 393 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the year that was in the stock market, expectations for 2025 returns, the Steve…
- Animal Spirits Podcast
Talk Your Book: Conviction in Growth Investing
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Charly Travers, Portfolio Manager at Motley Fool Asset…
- Animal Spirits Podcast
Talk Your Book: The Economy is not the Stock Market with David Rosenberg
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by David Rosenberg, Founder and President of Rosenberg Research…
- Animal Spirits Podcast
All In on US Stocks (EP.392)
On episode 392 of Animal Spirits, Michael Batnick and Ben Carlson discuss: healthy corrections, rate cuts vs. the stock market, terrible sentiment towards…
- Animal Spirits Podcast
Talk Your Book: Looking for the Next NVDA
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Nick Frasse, Product Manager at VanEck, and Angus Shillington…
- Animal Spirits Podcast
Eff You Money (EP.391)
On episode 391 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the prospects for another 20% year in the stock market in 2025, the U.S. economy is…
- Animal Spirits Podcast
Talk Your Book: Buy Low, Sell High in China
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson talk to Brendan Ahern from KraneShares about Chinese tech stocks…
- Animal Spirits Podcast
The Bears Capitulate (EP.390)
On episode 390 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the 4 biggest types of investment mistakes, bears throwing in the towel, Bitcoin…
- Animal Spirits Podcast
Talk Your Book: Matching Longs with Shorts
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Mick Rasmussen, Portfolio Manager at Wasatch Global Investors…
- Animal Spirits Podcast
The Mother of All Bubbles (EP.389)
On episode 389 of Animal Spirits, Michael Batnick and Ben Carlson discuss: US exceptionalism in markets and the economy, losing all of your retirement savings…
- Animal Spirits Podcast
Talk Your Book: J.P. Morgan's Guide to ETFs
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Jon Maier, Chief ETF Strategist and Shayan Hussain, Head of…
- Animal Spirits Podcast
The Leverage Mania (EP.388)
On episode 388 of Animal Spirits, Michael Batnick and Ben Carlson discuss: great stock market returns so far for 2024, Bluesky vs X, the impact of tariffs on…
- Animal Spirits Podcast
Talk Your Book: Animal Spirits Live
On today's show, we are live from Chicago with Alex Morris, Chief Investment Officer of F/m Investments to discuss why investors are still crowded on the short…
- Animal Spirits Podcast
Everybody in the Pool (EP.387)
On episode 387 of Animal Spirits, Michael Batnick and Ben Carlson discuss: 7 years of Animal Spirits, the miracle of US equities, the wall of worry has fallen…
- Animal Spirits Podcast
Talk Your Book: Investors Love Cash Flow
On today's show, we are joined by Barry Martin, Portfolio Manager of Shelton Equity Income Fund to discuss what it means to have shares called away, what makes…
- Animal Spirits Podcast
The Bitcoiners Won (EP.386)
On episode 386 of Animal Spirits, Michael Batnick and Ben Carlson discuss: why Trump won, how the Dems fumbled the economic messaging, how this will impact…
- Animal Spirits Podcast
Talk Your Book: Infrastructure Investing
On today's show, we are joined by Jon Levin, CEO of GCM Grosvenor and Mark Gatto, Co-Founder and Co-Chief Executive Officer of CION Investments to discuss the…
- Animal Spirits Podcast
A Once in a Lifetime Investment Opportunity (EP.385)
On episode 385 of Animal Spirits, Michael Batnick and Ben Carlson discuss: Warren Buffett's massive cash pile, the performance of the average stock this year…
- Animal Spirits Podcast
Talk Your Book: Longevity Income
On today's show, we are joined by Nate Conrad, Head of LifeX at Stone Ridge Asset Management to discuss how longevity income ETFs work, what LifeX is actually…
- Animal Spirits Podcast
The Cost of the American Dream (EP.384)
On episode 384 of Animal Spirits, Michael Batnick and Ben Carlson discuss: changing narratives in the markets, why interest rates are rising, why you should…
- Animal Spirits Podcast
Talk Your Book: The Next Big Short
On today's show, we are joined by Jared Dillian, Founder of Jared Dillian Money to discuss Jared's bearishness on private equity, understanding the demand side…
- Animal Spirits Podcast
Talk Your Book: Marketing is Everything with Seth Godin
On today's show we talk with Seth Godin about his new book, This is Strategy, along with why everyone is in sales, how to produce good content, how to define…
- Animal Spirits Podcast
The Envy of the World (EP.383)
On episode 383 of Animal Spirits, Michael Batnick and Ben Carlson discuss: stock market return expectations for the next decade, why there's no euphoria…
- Animal Spirits Podcast
Talk Your Book: Factor Investing with Dimensional Fund Advisors
On today's show, we are joined by Rob Harvey, Co-Head of Product Specialists at Dimensional Fund Advisors to discuss how DFA separates itself as an asset…
- Animal Spirits Podcast
The 1990s Really Were Better (EP.382)
On episode 382 of Animal Spirits, Michael Batnick and Ben Carlson discuss: an unbelievable run for the stock market, diversification vs. hedging, an…
- Animal Spirits Podcast
Talk Your Book: Yield at What Cost?
On today's show, we are joined by Jonathan Molchan, Managing Partner at STF Management to discuss how the trend following rules work, issues with traditional…
- Animal Spirits Podcast
Money Buys Happiness (EP.381)
On episode 381 of Animal Spirits, Michael Batnick and Ben Carlson discuss: calling a top in the stock market, why people don't trust data, the economy is still…
- Animal Spirits Podcast
Talk Your Book: Private Equity Deals with Ted Seides
On today's show, we are joined by Ted Seides, founder of Capital Allocators to discuss his new book, Private Equity Deals: Lessons in investing, dealmaking…
- Animal Spirits Podcast
The Most Bullish Backdrop (EP.380)
On episode 380 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the biggest risk to the real estate market, why bull markets are different today…
- Animal Spirits Podcast
Talk Your Book: The Next Catalyst for Crypto Assets
On today's show, we are joined by Chris Kuiper, Director of Research, and Matt Horne, Head of Digital Asset Strategists for Fidelity Digital Assets to discuss…
- Animal Spirits Podcast
Are You Middle Class? (EP.379)
On episode 379 of Animal Spirits, Michael Batnick and Ben Carlson discuss: our experience at Future Proof, melt-up possibilities in the stock market, what's…
- Animal Spirits Podcast
Talk Your Book: Opportunities in Commercial Real Estate Debt
On today's show, we are joined by Richard Byrne, President of Benefit Street Partners to discuss the chaos within the commercial office space sector, the…
- Animal Spirits Podcast
The Michael & Ben Origin Story (EP.378)
On episode 378 of Animal Spirits, Michael Batnick and Ben Carlson discuss: how Ben got started in the industry and eventually arrived at Ritholtz Wealth…
- Animal Spirits Podcast
Talk Your Book: Investing in Free Cash Flow
On today's show, we spoke with Michael Mack, Associate Portfolio Manager for Victory Capital to discuss how to calculate free cash flow, if the Mag 7 would…
- Animal Spirits Podcast
When Your Friends Are Richer Than You (EP.377)
On episode 377 of Animal Spirits, Michael Batnick and Ben Carlson discuss: a bad week for the stock market, why foreign stocks are so cheap, the state of…
- Animal Spirits Podcast
Talk Your Book: Dividend Stocks are Cheap
On today's show, we spoke with Jennifer Chang, Portfolio Manager and Executive Director for Schafer Cullen to discuss utilizing active management within…
- Animal Spirits Podcast
Founder Mode (EP.376)
On episode 376 of Animal Spirits, Michael Batnick and Ben Carlson discuss: Josh Brown's new book, an excellent year for investors, how bullish investors are, a…