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
The Fed Should Cut Already (EP.348)
On episode 348 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the people you see on every vacation, the cure for the loneliness epidemic, the…
- Animal Spirits Podcast
Talk Your Book: Putting a Floor on the Nasdaq 100
On today's show, Ben Carlson and Michael Batnick are joined by Bruce Bond, Co-Founder and CEO of Innovator Capital Management to discuss: behavioral finance…
- Animal Spirits Podcast
Talk Your Book: No Worries with Jared Dillian
On today's show, Ben Carlson and Michael Batnick are joined by Jared Dillian to discuss his new book No Worries: How To Live a Stress-Free Financial Life…
- Animal Spirits Podcast
Passive is Eating the Market (EP.347)
On episode 347 of Animal Spirits, Michael Batnick and Ben Carlson discuss: why McDonald's is getting more expensive, the prospects for another bear market this…
- Animal Spirits Podcast
Talk Your Book: Talking Bonds at the New York Stock Exchange
On today's show recorded in person at the New York Stock Exchange, Ben Carlson and Michael Batnick are joined by Kay Herr and Rick Figuly of JP Morgan's Global…
- Animal Spirits Podcast
The Holy Grail of Investing (EP.346)
On episode 346 of Animal Spirits, Michael Batnick and Ben Carlson discuss: concentration risk in the US stock market, economic dominance from the United…
- Animal Spirits Podcast
Talk Your Book: Investing in Infrastructure
On today's show, Ben Carlson and Michael Batnick are joined again by Bob Long, CEO of StepStone to discuss: - What investments StepStone is making within…
- Animal Spirits Podcast
Gen Z Is on Fire (EP.345)
On episode 345 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the types of people you see on every flight in America, why new highs in the stock…
- Animal Spirits Podcast
Talk Your Book: What's Going on in the Bond Market?
On this episode of Talk Your Book, Michael Batnick and Ben Carlson are joined by Alex Morris, CIO of F/m Investments to discuss: 2024 rate cut possibilities…
- Animal Spirits Podcast
New All-Time Highs! (EP.344)
On episode 344 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the average length of bull and bear markets, what's up with small cap stocks, $8.8…
- Animal Spirits Podcast
Talk Your Book: Live at FARMCON
On this episode, Michael Batnick and Ben Carlson are live at FARMCON to discuss: the macro economy and inflation in 2023 and 2024, commodity trading with…
- Animal Spirits Podcast
The Cash-Returning Machine (EP.343)
On episode 343 of Animal Spirits, Michael Batnick and Ben Carlson discuss: setting return expectations moving forward, US Large Cap stocks generating a ton of…
- Animal Spirits Podcast
Talk Your Book: Building Portfolios with AI
On this episode, Michael Batnick and Ben Carlson are joined again by Chris Shuba, Founder and CEO of Helios Quantitative Research to discuss: the experience of…
- Animal Spirits Podcast
The Fee War Comes to Crypto (EP.342)
On episode 342 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the biggest winners and losers of 2023 in the markets, short-term vs. long-term…
- Animal Spirits Podcast
2024 Predictions (EP.341)
On today's show we discuss 2023 market performance, a bunch of 2024 predictions, our favorite historical stock market return series, the high quality of…
- Animal Spirits Podcast
What Will Perform Best in 2024? (EP.340)
On episode 340 of Animal Spirits, Michael Batnick and Ben Carlson discuss: Christmas arguments, green shoots in prices, 1940s vs. 1970s inflation, why we're…
- Animal Spirits Podcast
Talk Your Book: International Growth Investing
On this episode, Michael Batnick and Ben Carlson are joined by Todd Morris, International Growth Portfolio Manager and Analyst for Polen Capital to discuss…
- Animal Spirits Podcast
The Most Crowded Trade on Wall Street (EP.339)
On episode 339 of Animal Spirits, Michael Batnick and Ben Carlson discuss: mission accomplished from the Fed, what comes after a soft landing, new highs in the…
- Animal Spirits Podcast
Talk Your Book: What Is Private Credit?
On this episode of Talk Your Book, Ben Carlson and Michael Batnick are joined by, Marco Hanig, Managing and Founding Principal of Alternative Fund Advisors and…
- Animal Spirits Podcast
Dunking on Doomers (EP.338)
On episode 338 of Animal Spirits, Michael Batnick and Ben Carlson discuss: good news on the economy, why the stock market loves lower inflation, did Elon Musk…
- Animal Spirits Podcast
Talk Your Book: The Companies Are Fine
On today's Talk Your Book, Ben Carlson and Michael Batnick are joined by Alex Morris, CIO and President of F/m Investments to discuss: F/m Investments…
- Animal Spirits Podcast
The Ben Carlson Top (EP.337)
On episode 337 of Animal Spirits, Michael Batnick and Ben Carlson discuss: Charlie Munger, how much the Fed really matters, negativity bias in America, the…
- Animal Spirits Podcast
Talk Your Book: High Prices Cure High Prices
On today's Talk Your Book, Ben Carlson and Michael Batnick are joined again by Sal Gilbertie, CEO of Teucrium to discuss the golden grain cycle, the cost of…
- Animal Spirits Podcast
$525k to be Happy (EP.336)
On episode 336 of Animal Spirits, Michael Batnick and Ben Carlson discuss: why people keep spending so much money, long droughts between new highs in the stock…
- Animal Spirits Podcast
Talk Your Book: Strategic Income
On this episode, Michael Batnick and Ben Carlson are joined by Nuveen Portfolio Manager Nick Travaglino to discuss the bond market, the Fed, fixed income…
- Animal Spirits Podcast
You Can't Quantify Happiness (EP.335)
On episode 335 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the blowout year for the Nasdaq 100, how experience shapes investment decisions…
- Animal Spirits Podcast
People Love to Complain (EP.334)
On episode 334 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the Fed's victory over inflation, what Americans get wrong about inflation, the…
- Animal Spirits Podcast
Talk Your Book: Bitcoin Fundamentals
On today's show, Michael Batnick and Ben Carlson are joined by Chris Kuiper, Director of Research at Fidelity Digital Assets to discuss: fundamental reasons…
- Animal Spirits Podcast
Finally, a Slowdown (EP.333)
On episode 333 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the cooling labor market, why the 60/40 portfolio looks more attractive now, why the…
- Animal Spirits Podcast
Talk Your Book: Betting on Duration
On today's show, Michael and Ben are joined by Alex Morris, Co-Founder and CIO of the US Benchmark Series to discuss: making bets on duration, risks on the…
- Animal Spirits Podcast
The Biggest Rug Pull of Our Lives (EP.332)
On episode 332 of Animal Spirits, Michael Batnick and Ben Carlson discuss: why so many people hate this economy, anecdotes vs. data, a depression in the…
- Animal Spirits Podcast
Talk Your Book: Investing in Luxury
On today's show, Michael and Ben are joined by Brendan Ahern, CIO of Kraneshares to discuss: the creation of Kraneshares Luxury ETF, demographic trends and…
- Animal Spirits Podcast
Higher for Longer (EP.331)
On episode 331 of Animal Spirits, Michael Batnick and Ben Carlson discuss: higher growth and higher rates vs. lower growth and lower rates, why there is so…
- Animal Spirits Podcast
Talk Your Book: Equities With Guardrails
On today's show, Michael and Ben are joined by Hamilton Reiner, MD, PM, and Head of US Equity Derivatives at J.P. Morgan Asset Management to discuss: how…
- Animal Spirits Podcast
Talk Your Book: The State of Venture Capital
On today's show, Michael and Ben are joined by Samir Kaji, CEO, President, and Co-Founder of Allocate to discuss: what start-up prices look like today, if the…
- Animal Spirits Podcast
Does Government Debt Matter? (EP.330)
On episode 330 of Animal Spirits, Michael Batnick and Ben Carlson discuss: inflation coming down, the continued strength of the US consumer, Howard Marks on…
- Animal Spirits Podcast
Talk Your Book: The All-In-One Home Equity Loan
On today's show, Michael and Ben are joined by Jason Anderson, Regional Vice President of Northpointe Bank NMLS# 243209 to discuss: the All-In-One Loan, how…
- Animal Spirits Podcast
The Worst Bear Market Ever (EP.329)
On episode 329 of Animal Spirits, Michael Batnick and Ben Carlson discuss: why long-term bond yields are rising, the worst bond market sell-off in history…
- Animal Spirits Podcast
Talk Your Book: Investing in Music
On today's show, Michael and Ben are joined by David Schulhof, Founder and CEO of MUSQ to discuss: what the MUSQ ETF is comprised of, whether or not the music…
- Animal Spirits Podcast
Yolo Spenders (EP.328)
On episode 328 of Animal Spirits, Michael Batnick and Ben Carlson discuss: crazy moves in US Treasuries, how prepared the consumer is for a recession, more…
- Animal Spirits Podcast
Talk Your Book: Compounding Machine
Description: On today's show, we spoke with Eric Crittenden, CIO of Standpoint Asset Management to discuss: The creation and use of trend following, market…
- Animal Spirits Podcast
House Poor (EP.327)
On today's show we discuss higher for longer, soft landings, why nothing has broken yet in the economy, where the housing bubbles are, why it's harder than…
- Animal Spirits Podcast
Talk Your Book: Where Leverage Comes From
On today's show, we are joined by Ed Egilinsky, Managing Director and Head of Alternatives at Direxion to discuss: How leverage is created within leveraged…
- Animal Spirits Podcast
Americans Love Borrowing Money (EP.326)
On episode 326 of Animal Spirits, Michael Batnick and Ben Carlson discuss: Future Proof, how markets have changed over the past 70 years, why allocations to…
- Animal Spirits Podcast
Talk Your Book: Customizing Alternatives
On today's show, we are joined again by Brett Hillard, CIO of GLASfunds to discuss: wealth managers vs. institutions investing in alternatives, how advisors…
- Animal Spirits Podcast
Is Apple the Next IBM? (EP.325)
On episode 325 of Animal Spirits, Michael Batnick and Ben Carlson are live at Future Proof! Duncan spills a Miami Vice and we discuss: what we actually do at…
- Animal Spirits Podcast
Talk Your Book: The Macro Case for Crypto
On today's show, Michael and Ben are joined by Jack Neureuter, Senior Research Analyst at Fidelity Digital Assets, and Ramine Bigdeliazari, Director of Product…
- Animal Spirits Podcast
Talk Your Book: Need to Have Cars With Car Dealership Guy
On today's show, Michael and Ben are joined again by CarDealershipGuy to discuss: Ben's car leasing dilemma, leasing vs buying, why car prices have gotten so…
- Animal Spirits Podcast
The Market Cap of Taylor Swift (EP.324)
On episode 324 of Animal Spirits, Michael Batnick and Ben Carlson discuss: one of the best years ever for the Nasdaq 100, people who want to see the financial…
- Animal Spirits Podcast
Are You on Track For Retirement? (EP.323)
On episode 323 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the outlook for a 60/40 portfolio, dollar cost averaging into a bear market, the…
- Animal Spirits Podcast
Talk Your Book: J.P. Morgan's Covered Call Strategies
On today's show, Michael and Ben are joined by Hamilton Reiner, MD, PM, and Head of US Equity Derivatives at J.P. Morgan Asset Management to discuss: how JEPI…
- Animal Spirits Podcast
Rates to the Hilt (EP.322)
On episode 322 of Animal Spirits, Michael Batnick and Ben Carlson discuss: if bonds are more attractive than stocks right now, a lost decade for bonds, Michael…
- Animal Spirits Podcast
Talk Your Book: Customizing Your Assets
On today's show, Michael and Ben are joined by Matt Radgowski, CEO of Halo Investing to discuss: customizing your assets, utilizing structured notes as a…
- Animal Spirits Podcast
How Much is Happiness Worth? (EP.321)
On episode 321 of Animal Spirits, Michael Batnick and Ben Carlson discuss: Ben's trip to NYC, stock market vs. bond market valuations, the 4% inflation…
- Animal Spirits Podcast
Talk Your Book: Large Cap Alpha
On today's show, Michael and Ben are joined by Francisco Bido, Senior Portfolio Manager for the Integrated Alpha group of F/m Investments to discuss: screening…
- Animal Spirits Podcast
Do Valuations Matter? (EP.320)
On episode 320 of Animal Spirits, Michael Batnick and Ben Carlson discuss: bull market corrections, why valuations don't matter all that much, why people were…
- Animal Spirits Podcast
Talk Your Book: Compounding with Concentrated Portfolios
On today's show, Michael and Ben are joined by John Neff, Partner and Portfolio Manager of AKRE Capital Management to discuss: the AI investing craze, the…
- Animal Spirits Podcast
Everything is Up This Year (EP.319)
On episode 319 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the biggest behavioral bias in investing, the number of IPOs that survive, rolling…
- Animal Spirits Podcast
Talk Your Book: 100% Downside Protection
On today's show, Michael and Ben are joined by Bruce Bond, Founder and CEO of Innovator ETFs to discuss: how 100% downside protection works, what upside you…
- Animal Spirits Podcast
The Wealth Paradox (EP.318)
On episode 318 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the 2 types of bear markets, why everyone was wrong but the stock market was right…