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: Future Proof Festival
On today's show, Michael and Ben are joined by Matt Middleton, CEO and Co-Founder of Advisor Circle to discuss: how Advisor Circle was started, why conferences…
- Animal Spirits Podcast
Recession Not Required (EP.317)
On episode 317 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the stock market vs. the Fed's balance sheet, why expectations matter more than…
- Animal Spirits Podcast
Talk Your Book: The Impact of a Bitcoin ETF
On today's show, we are joined again by Jack Neureuter, Research Analyst at Fidelity Digital Assets to discuss: knock-on affects of a spot Bitcoin ETF, the…
- Animal Spirits Podcast
Is Twitter Dead? (EP.316)
On episode 316 of Animal Spirits, Michael Batnick and Ben Carlson discuss: when to get bullish on the long run, how to use sell side stock research, what's…
- Animal Spirits Podcast
Is the Housing Correction Over? (EP.315)
On episode 315 of Animal Spirits, Michael Batnick and Ben Carlson discuss the stock market fighting the Fed, the power of index fund flows, the most…
- Animal Spirits Podcast
Talk Your Book: Optimizing Your Credit Card Points
On today's show, we are joined by Chris Hutchins, Host of All The Hacks Podcast to discuss: credit card point devaluation, the best cards to optimize spending…
- Animal Spirits Podcast
Why Crypto Needs BlackRock (EP.314)
On episode 314 of Animal Spirits, Michael Batnick and Ben Carlson discuss why the bond market isn't always the smart money, some more good news on the…
- Animal Spirits Podcast
Talk Your Book: Advisor Best Practices
On today's show, Michael and Ben are joined by Chris Shuba, founder and CEO of Helios to discuss: ETFs vs. direct indexing, why differentiation matters for…
- Animal Spirits Podcast
Why Housing Prices Are So Expensive (EP.313)
On episode 313 of Animal Spirits, Michael Batnick and Ben Carlson discuss investor behavior in a bull market, how boomers fell in love with stocks, how the…
- Animal Spirits Podcast
Talk Your Book: Internet Stocks with Income
On today's show, Michael and Ben are joined by Jonathan Shelon, COO of KraneShares to discuss internet growth in China, how to get exposure to China, how the…
Animal Spirits PodcastAre Stocks Cheap? (EP.312)
On today's show Michael and Ben discuss the greatest company in history, why the bear market is over, why this might not be a new bull market, why the economy…
Animal Spirits PodcastTalk Your Book: The Electrification of America
On today's show, Michael and Ben are joined by Timothy Kramer, Founder and CEO of CNIC Funds to discuss investing in electricity, how CNIC Funds work…
Animal Spirits PodcastIs the Bear Market Over? (EP.311)
On today's show Michael and Ben discuss the beginning of a new bull market, increased concentration in the stock market, the worst housing market ever for…
Animal Spirits PodcastTalk Your Book: Investing in Treasuries During a Debt Crisis
On today's show, we spoke with Alex Morris, Founder and CIO of F/m Investments on how Treasury ETFs work, why the 1mo is yielding so much, how government…
Animal Spirits PodcastSomething Has to Break (EP.310)
On today's show, Michael Batnick and Ben Carlson discuss Ben's guiding philosophy on life and markets, why people buy and sell stocks at the wrong times…
Animal Spirits PodcastTalk Your Book: Upside and Downside Customization For Your Portfolio
On today's show, we are joined by Jason Barsema, Co-Founder and President of Halo Investing to discuss how structured notes are made, counterparty risk during…
Animal Spirits PodcastTech Stocks Are Back (EP.309)
On today's show, Michael Batnick and Ben Carlson discuss the now-available Animal Spirits x Tropical Bros shirts, a great year for stocks (so far), Japan and…
Animal Spirits PodcastTalk Your Book: Streamlining Alternative Investments
On today's show, we are joined by Brett Hillard, CIO of GLASfunds to discuss advisor pain points when investing in alts, the fund manager due diligence…
Animal Spirits PodcastLiving a Rich Life with Ramit Sethi
On today's episode of Animals Spirits: Talk Your Book we are joined by Ramit Sethi to talk about his new Netflix Show, How to Get Rich. Find complete shownotes…
Animal Spirits PodcastThe Only Game in Town (EP.308)
On today's show we discuss debt ceiling drama, the best long-term investment, money market funds, catching a falling knife, 24 hour trading, why workers are…
Animal Spirits PodcastTalk Your Book: Fidelity Digital Assets Mailbag
On today's show, we are joined by Jack Neureuter, Research Analyst at Fidelity Digital Assets to discuss what drives the price of Bitcoin, where to store…
Animal Spirits PodcastBusiness Optimism Crashes (EP.307)
On today's show we discuss regional bank failures, confidence in the Fed, international diversification, the V-shaped recovery in the labor market, vibes vs…
Animal Spirits PodcastBear Market Lessons (EP.306)
On today's show, we discuss never shorting junk food, a purgatory market, why spending isn't slowing down, our first mortgage rates, the First Republic…
Animal Spirits PodcastTalk Your Book: CLOs – The Providers of Leverage
On today's show, we are joined by Thomas Majewski, Managing Partner of Eagle Point Credit Management to discuss what a CLO is, differences between a CLO and a…
Animal Spirits PodcastMillennials Will Buy All the Stocks (EP.305)
On today's show we discuss what happens to stocks after a bad year, why foreign stocks are outperforming, why any recession should be mild, how millennials…
Animal Spirits PodcastTalk Your Book: Diversify Your Diversifiers
On today's show, we are joined by Paul Kim, CEO and Co-Founder of Simplify ETFs to discuss how rising yields affect alternative strategies, Simplify's interest…
Animal Spirits PodcastThe Crockpot Recession (EP.304)
On today's show we discuss why the bond market is so confused, why consumers are so confused, why Vanguard continues to dominate, why inflation is finally…
Animal Spirits PodcastTalk Your Book: Hidden Pricing Power
On today's show, we are joined by Haruki Toyama, Portfolio Manager and Head of Mid-Cap and Large-Cap Equity at Madison Investments to discuss finding wide…
Animal Spirits PodcastThe Year of Disappointment (EP.303)
On today's show, we discuss corrections during election years, rich boomers, how great AirBNB is, more issues at Twitter, Successions last season, and much…
Animal Spirits PodcastTalk Your Book: Defining the Downside
On today's show, we are joined again by Bruce Bond to discuss Innovators latest fixed-income focused barrier ETFs, how rate volatility affects ETF yield…
Animal Spirits PodcastThe 3 Levels of Wealth (EP.302)
On today's show we discuss why investors are always looking to catch a falling knife, a reversal in the markets since last year, why European stocks are…
Animal Spirits PodcastTalk Your Book: No Bank Runs in Commercial Real Estate
On today's show, we spoke with Tom Miller, CEO and CIO of USQ to discuss real estate in Manhattan, the hottest sectors of commercial real estate, office space…
Animal Spirits PodcastTalk Your Book: Car Dealership Guy
On today's show, we are joined by CarDealershipGuy to discuss buying a car in 2023, buying v leasing, the downfall of Carvana, the electric car market, and…
Animal Spirits PodcastThe Worst Chart in Finance (EP.301)
On today's show we discuss why investing is so hard, the time between all-time highs in a bear market, why the Fed is in such a tough spot, ramifications from…
Animal Spirits PodcastTalk Your Book: Startups in a Crisis
On today's show, we are joined by Brandon Arvanaghi, Founder and CEO of Meow, and Devon Drew, the CEO and CIO of DFD Partners to discuss tools for business…
Animal Spirits PodcastThe Lender of Last Resort (EP.300)
On today's show we discuss the latest from the banking crisis, the market's reaction to bank runs, what the Fed should do next, why service inflation is higher…
Animal Spirits PodcastTalk Your Book: How to Buy Treasuries
On today's show, we are joined by Alex Morris, Co-Founder and CIO of F/m Investments and the US Benchmark Series to discuss yield volatility, why it's so hard…
Animal Spirits PodcastThe Panic of 2023 (EP.299)
On today's show we discuss Silicon Valley Bank, the psychology of bank runs, how the Fed broke stuff, FDIC insurance, why the banking industry is forever…
Animal Spirits PodcastTalk Your Book: The Carrying Cost of Crazy
On today's show, we are joined by Dr. David Kelly, Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset…
Animal Spirits PodcastHow Much Do You Need to Make to be Rich? (EP.298)
On today's show, we discuss reaction to Powells testimony, richsession in chart form, Silvergate drama, Michaels humble brags, Karen-Batnick, and much more!…
Animal Spirits PodcastTalk Your Book: A Bull Market in Tickers
On today's show, we are joined by Ed Egilinsky, Managing Director and Head of Alternatives at Direxion to discuss how to use leveraged ETFs, the cost of…
Animal Spirits PodcastTalk Your Book: Lifetime Income
On today's show, we are joined by David Blanchett, Managing Director and Head of Retirement Research at Prudential to discuss how advisors should think about…
Animal Spirits PodcastAre Bonds Competition For Stocks (EP.297)
On today's show we discuss Michael's trip to Disney, the economy is too hot to not go into a recession, why inflation remains elevated, the junk stock rally…
Animal Spirits PodcastTalk Your Book: The "Tech Heavy" Nasdaq
On today's show, we are live from the Exchange ETF conference in Miami with Phil Mackintosh, Chief Economist and Senior Vice President at Nasdaq to discuss…
Animal Spirits PodcastTalk Your Book: Investing in Quality Growth
On today's show, we are joined by Kevin Walkush, Portfolio Manager at Jensen Investment Management to discuss how return on equity works, dealing with changing…
Animal Spirits PodcastWhen Money Becomes a Liability (EP.296)
On today's show, we discuss if inflation is behind us, the AI bubble, popular strategies during a bear market, Fleishman in real life, parking spaces, and much…
Animal Spirits PodcastTalk Your Book: Bitcoin Doesn't Know It's Price
On today's show, we are joined by Jack Neureuter, Research Analyst at Fidelity Digital Assets to discuss a sentiment check with Bitcoin, use cases, a year in…
Animal Spirits PodcastReady to Pop (EP.295)
On today's show we discuss the psychology behind big gains and losses, why retail traders are buying again, entertainment vs. advice with Jim Cramer, new bull…
Animal Spirits PodcastTalk Your Book: The Prophet of Capital Preservation
On today’s show, we had Darren Schuringa, CEO and Founder of ASYMmetric ETFs on to discuss market volatility, how leverage works within leveraged ETFs, how…
Animal Spirits PodcastBenjamin Graham Disciple (EP.294)
On today's show we discuss the stock and bond market rallies in 2023, why certain investors are so pessimistic all the time, housing market activity bottoming…
Animal Spirits PodcastTalk Your Book: The Long and Short of Commodities
On today's show, we are joined by Sal Gilbertie, CEO of Teucrium to give us an update on Oil & Gas, how supply chains are looking in 2023, Teucriums latest…
Animal Spirits PodcastIs the Stock Market Getting Ahead of Itself? (EP.293)
On today's show we discuss why the narrative changes for the economy on a weekly basis, the snapback rally in the stock market, trouble in the car market, the…
Animal Spirits PodcastTalk Your Book: The Biggest Short Squeeze of All Time
On today's show, we are joined by Luke Oliver, Managing Director, Head of Climate Investments, and Head of Strategy at Kraneshares to discuss the biggest short…
Animal Spirits PodcastIs a Soft Landing Inflationary? (EP.292)
On today's show we discuss why people still invest in stocks even when bond rates are high, international stocks are on a tear, the 60/40 argument that never…
Animal Spirits PodcastTalk Your Book: Investing in Fallen Angels
On today's show, we are joined by Fran Rodilosso, Head of Fixed Income ETF Portfolio Management at VanEck to discuss rising stars vs fallen angels, how to be…
Animal Spirits PodcastWhat's the negative catalyst? (EP.291)
On today’s show we discuss Michael becoming famous for a Bezos prediction, the case for no recession in 2023, the bullish case for stocks, the bearish case for…
Animal Spirits PodcastTalk Your Book: What Makes an Index Fund Work
On today's show, we are joined by Rodney Comegys, Head of Vanguards Equity Investment Group to discuss how indexing works, what makes Vanguard so special…
Animal Spirits Podcast10 Predictions For 2023 (EP.290)
On today's show we discuss the terrible no good year that was 2022 for financial markets, some thoughts on what might happen in 2023, the 4 factors that should…
Animal Spirits Podcast[CORRECTION] The Tesla Crash (EP.289)
On this week's show we discuss the kid premium around the holidays, the most surprising things that happened in 2022, some thoughts on stocks vs. the economy…
Animal Spirits PodcastTalk Your Book: The Rise of Thematic Investing
On today's show, we are joined by Pavel Vaynshtok, Managing Director, Global Head of Strategy Indices at S&P Dow Jones Indices to discuss the history of…