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: Balancing Risk and Yield
On today's show, we are joined by Priya Misra, Portfolio Manager for the JPMorgan Core Plus Bond ETF to discuss why private credit has gotten so popular, where…
- Animal Spirits Podcast
What is Wealth? (EP.375)
On episode 375 of Animal Spirits, Michael Batnick and Ben Carlson discuss: Jerome Powell's speech at Jackson Hole, Nvidia millionaires, financial voices you…
- Animal Spirits Podcast
Talk Your Book: Finding Small Cap Diamonds in the Rough
On today's show, we spoke with Brandon Nelson, Senior Portfolio Manager for Calamos to discuss Calamos' favorite small cap sectors, why small caps have flown…
- Animal Spirits Podcast
Talk Your Book: Alt Goes Mainstream with Michael Sidgmore
On today's show, we are joined by Michael Sidgmore, Partner and Co-Founder of Broadhaven Ventures to discuss all things Alternatives, how that world has…
- Animal Spirits Podcast
Inflation or Price Gouging? (EP.374)
On episode 374 of Animal Spirits, Michael Batnick and Ben Carlson discuss: what an average year in the stock market looks like, Seinfeld on consumers, why…
- Animal Spirits Podcast
Talk Your Book: Quality Growth Investing
On today's show, we are joined by Kevin Walkush, Portfolio Manager at Jensen Investment Management to discuss what quality means to Jensen, why META was…
- Animal Spirits Podcast
Boomers vs. Millennials (EP.373)
On episode 373 of Animal Spirits, Michael Batnick and Ben Carlson discuss: a history of stock market flash crashes, the end of the travel boom, why the economy…
- Animal Spirits Podcast
Talk Your Book: Back to the Futures Market
On today's show, we are joined by Jerry Prior III, COO & Senior Portfolio Manager of Mount Lucas Management to discuss what managed futures are, how portfolios…
- Animal Spirits Podcast
Flash Crash or Recession? (EP.372)
On episode 372 of Animal Spirits, Michael Batnick and Ben Carlson discuss: market mayhem, Japan's 1987 crash moment, Jerome Powell's legacy game at Jackson…
- Animal Spirits Podcast
Talk Your Book: The Housing Market with Mike Simonsen
On today's Talk Your Book, we are joined by Mike Simonsen, Founder and President of real estate analytics firm Altos Research to discuss how easy to access…
- Animal Spirits Podcast
How to Pick the Winners (EP.371)
On episode 371 of Animal Spirits, Michael Batnick and Ben Carlson discuss: how small cap stocks got so cheap, how to improve your chances of outperforming the…
- Animal Spirits Podcast
Talk Your Book: Investing in BlackRock's Mega Forces
On today's show, we are joined by Jay Jacobs, U.S. Head of Thematic and Active ETFs to discuss BlackRock's favorite Mega Force themes to invest in, investing…
- Animal Spirits Podcast
Talk Your Book: Investing in Corporate Culture
On today's show, Michael Batnick and Ben Carlson are joined by Kristof Gleich of Harbor Capital and Scott Colson of Irrational Capital to discuss how the Human…
- Animal Spirits Podcast
Living the Dream (EP.370)
On episode 370 of Animal Spirits, Michael Batnick and Ben Carlson discuss: why the stock market doesn't care who the president is, the U.S. stock market is…
- Animal Spirits Podcast
Talk Your Book: Future Proof 2024
On today's show, we spoke with Matt Middleton, Founder and CEO of Future Proof to discuss changes and updates to Future Proof 2024, breakthru meetings and…
- Animal Spirits Podcast
Fast Food Inflation (EP.369)
On episode 369 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the two types of Fed rate cuts, a positive outcome from high inflation, the stock…
- Animal Spirits Podcast
Talk Your Book: Trend Following with Eric Crittenden
On today's show, Ben Carlson and Michael Batnick spoke with Eric Crittenden, CIO of Standpoint Asset Management to discuss adjusting for bias within data…
- Animal Spirits Podcast
Buying a House at the Top of the Market (EP.368)
On episode 368 of Animal Spirits, Michael Batnick and Ben Carlson discuss: why the stock market never really changes, why this is the hardest it's ever been to…
- Animal Spirits Podcast
Talk Your Book: Public and Private Market Credit Opportunities
On today's show, Ben Carlson and Michael Batnick are joined by Ben Santonelli, Lead Portfolio Manager of Polen Capital's Credit Opportunities Strategy to…
- Animal Spirits Podcast
Talk Your Book: Why We Don't Build Enough Houses
On today's show, Ben Carlson and Michael Batnick are joined by Coby Lefkowitz, Partner at Backyard to discuss why homebuilding has slowed, why building houses…
- Animal Spirits Podcast
Living Paycheck-to-Paycheck (EP.367)
On episode 367 of Animal Spirits, Michael Batnick and Ben Carlson discuss: U.S. domination of the world stock market, how credit spreads work, how the 401k…
- Animal Spirits Podcast
Talk Your Book: Income Outcome Investing
On today's show, Ben Carlson and Michael Batnick are joined by Hamilton Reiner, Managing Director, Portfolio Manager, and Head of US Equity Derivatives at JPM…
- Animal Spirits Podcast
Who Owns the Stock Market? (EP.366)
On episode 366 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the biggest difference between bull and bear markets, cyclical vs. secular bull…
- Animal Spirits Podcast
Talk Your Book: Growth Stock Concentration
On today's show, Ben Carlson and Michael Batnick are live from Charleston, joined by Kathleen McCarragher, a Portfolio Manager for Jennison Associates and…
- Animal Spirits Podcast
The Fed Needs to Cut (EP.365)
On episode 365 of Animal Spirits, Michael Batnick and Ben Carlson discuss: why it's finally time for the Fed to cut rates, when valuations will matter again…
- Animal Spirits Podcast
Talk Your Book: A $20 Trillion Dollar Market Opportunity
On today's show, we are joined again by Bob Long, CEO of StepStone Private Wealth to discuss the basics of private credit, how the Dodd-Frank Act affected the…
- Animal Spirits Podcast
Bankless & Animal Spirits
On this special episode of Animal Spirits, Michael Batnick and Ben Carlson are joined by Ryan Sean Adams and David Hoffman, of the Bankless podcast, to…
- Animal Spirits Podcast
Addicted to Trading (EP.364)
On episode 364 of Animal Spirits, Michael Batnick and Ben Carlson discuss: our trip to Charleston, slowing vs. normalization of the economy, the loneliness of…
- Animal Spirits Podcast
Talk Your Book: Utilizing Dividends for Income
On today's show, we spoke with Chris Floyd, VP and Portfolio Manager for Franklin Templeton Investment Solutions to discuss how rates affect high-dividend…
- Animal Spirits Podcast
The Consumer is Slowing Down (EP.363)
On episode 363 of Animal Spirits, Michael Batnick and Ben Carlson discuss: what happens if the AI bubble bursts, 200 years of stock market concentration, how…
- Animal Spirits Podcast
Talk Your Book: Supply and Demand Always Wins
On today's show Ben Carlson and Michael Batnick are joined by Sal Gilbertie, CEO of Teucrium to discuss the cost of production and commodities, how inflation…
- Animal Spirits Podcast
Has the World Gone Crazy? (EP.362)
On episode 362 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the great Bill Walton, how many people own stocks and houses in America, how the…
- Animal Spirits Podcast
Talk Your Book: Growth Stage Debt Investing
On today's show, Ben Carlson and Michael Batnick are joined by Kyle Brown, CEO, President, and CIO of Trinity Capital to discuss how the Trinity Capital…
- Animal Spirits Podcast
Wages Are Beating Inflation (EP.361)
On episode 361 of Animal Spirits, Michael Batnick and Ben Carlson discuss: losing a family pet, the S&P 500 is not the economy, everything is up this year, the…
- Animal Spirits Podcast
Talk Your Book: Higher For Longer
On today's show, Ben Carlson and Michael Batnick are joined by Alex Morris, President and Chief Investment Officer of F/m Investments to discuss what duration…
- Animal Spirits Podcast
When Will Houses Be Affordable Again? (EP.360)
On episode 360 of Animal Spirits, Michael Batnick and Ben Carlson discuss: pullbacks in bull markets, the legend of Jim Simons, if 401(k)s were a mistake, what…
- Animal Spirits Podcast
Talk Your Book: Defining Risk with Structured Protection ETFs
On today's show, Ben Carlson and Michael Batnick spoke with Matt Kaufman, SVP and Head of ETFs at Calamos Investments to discuss: why embedding options within…
- Animal Spirits Podcast
Fighting Inflation (EP.359)
On episode 359 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the suffocating bull market, the other side of government debt, Jerry Seinfeld on…
- Animal Spirits Podcast
Talk Your Book: Bitcoin Flows
On today's show, Ben Carlson and Michael Batnick are joined by Christopher Jensen, Director of Digital Assets Research for Franklin's Digital Asset Investment…
- Animal Spirits Podcast
Negative Arbitrage (EP.358)
On episode 358 of Animal Spirits, Michael Batnick and Ben Carlson discuss: Michael vs. StubHub, inflation at Disney is undefeated, 30 years of stock market…
- Animal Spirits Podcast
Talk Your Book: Hedging Your Portfolio with Options
On today's show, Ben Carlson and Michael Batnick are joined by Eric Metz, President, and Chief Investment Officer of SpiderRock Advisors to discuss, the…
- Animal Spirits Podcast
A Healthy Pullback (EP.357)
On episode 357 of Animal Spirits, Michael Batnick and Ben Carlson discuss: why the stock market needed a correction, why the 1990s is an outlier (in more ways…
- Animal Spirits Podcast
Talk Your Book: The Bull Case for India
On today's show, we are joined by Anupam Ghose, Managing Partner at System Two Advisors to discuss: why the China story is different than the India of today…
- Animal Spirits Podcast
The Yeah But Bull Market (EP.356)
On episode 356 of Animal Spirits, Michael Batnick and Ben Carlson discuss: why the stock market isn't down more, why the price of oil isn't up more…
- Animal Spirits Podcast
Talk Your Book: Diversifying Away From the Magnificent 7
On today's show, we spoke with Ed Egilinsky, Managing Director, Head of Alternatives, and Head of Sales and Distribution at Direxion to discuss: flows into…
- Animal Spirits Podcast
Enjoy the Bull Market While it Lasts (EP.355)
On episode 355 of Animal Spirits, Michael Batnick and Ben Carlson discuss: how we prioritize our spending, 1987 vs. the Covid Crash, crazy index fund flows…
- Animal Spirits Podcast
Talk Your Book: Emerging Market Fundamentals
On today's show, we are joined by Rahul Sharma, Portfolio Manager and Executive Director of Schafer Cullen Capital Management to discuss: China's effect on…
- Animal Spirits Podcast
The Never-Ending Travel Boom (EP.354)
On episode 354 of Animal Spirits, Michael Batnick and Ben Carlson discuss: inflation helping corporate profits, what's going on with chocolate, airport traffic…
- Animal Spirits Podcast
Talk Your Book: Preserving Your Capital
On today's show, Ben Carlson and Michael Batnick are joined again by Jason Barsema, Co-Founder and President of Halo Investing to discuss: investing in notes…
- Animal Spirits Podcast
The Roaring Twenties (EP.353)
On episode 353 of Animal Spirits, Michael Batnick and Ben Carlson discuss: why the elements are in place for a boom-time decade, why household allocations to…
- Animal Spirits Podcast
Talk Your Book: Finding a Bottom in China
On this episode, Ben Carlson and Michael Batnick are joined by Jonathan Shelon, Chief Operating Officer of KraneShares to discuss: an economic update on China…
- Animal Spirits Podcast
Talk Your Book: Return Stacking
On this episode, Ben Carlson and Michael Batnick are joined by Corey Hoffstein of Newfound Research to discuss: managed futures, return stacking, using…
- Animal Spirits Podcast
This is a Good Thing (EP.352)
On episode 352 of Animal Spirits, Michael Batnick and Ben Carlson discuss: thoughts on Italy, consumers wall of cash, inflation at the grocery store, real…
- Animal Spirits Podcast
Talk Your Book: The Mount Rushmore of ETFs
On today's show, Ben Carlson and Michael Batnick are joined by Ryan McCormack, Factor and Core Equity Strategist and Paul Schroeder, QQQ Equity Product…
- Animal Spirits Podcast
The Richest Country in the World (EP.351)
On episode 351 of Animal Spirits, Michael Batnick and Ben Carlson discuss: one of the most resilient stock rallies ever, money market funds vs. crypto…
- Animal Spirits Podcast
Talk Your Book: The Bitcoin Halving
On today's show, Ben Carlson and Michael Batnick are joined by Chris Kuiper, Director of Research, and Matt Horne, Head of Business Development for Fidelity…
- Animal Spirits Podcast
Things Are Getting Stupid Again (EP.350)
On episode 350 of Animal Spirits, Michael Batnick and Ben Carlson discuss: why the markets continue moving higher, why buy & hold is the best (and worst)…
- Animal Spirits Podcast
Talk Your Book: Private Investing for Fiduciaries
On today's show, Ben Carlson and Michael Batnick are joined by Jacob Miller, Co-Founder of Opto Investments to discuss: how difficult it is for RIAs to get…
- Animal Spirits Podcast
Now Show Japan (EP.349)
On episode 349 of Animal Spirits, Michael Batnick and Ben Carlson discuss: where Ben stayed in the Keys, Michael's surreal experience with Eli Manning, the…
- Animal Spirits Podcast
Talk Your Book: Investing for Income
On today's show, Ben Carlson and Michael Batnick are joined by Josh Greco, Senior VP and Senior Institutional Portfolio Manager for Franklin Income Investors…