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 PodcastBuy the Dip is Dead (EP.288)
On today's show we talk about why the stock market is getting crushed this month, what one year's returns mean for the next year, why retail investors are…
Animal Spirits PodcastTalk Your Book: The Opposite of ESG
On today's show, we are joined by Mark Neuman, Founder and CIO of Constrained Capital to discuss companies orphaned by ESG, how capital is actually getting…
Animal Spirits PodcastPeak Inflation (EP.287)
On today's show we discuss inflation rolling over, the possibility of a soft landing, Santa Claus rallies, SPF getting arrested, what a housing market comeback…
Animal Spirits PodcastTalk Your Book: Insourced CIO
On today's show, we are joined by Joe Mallen, CIO of Helios to discuss what he's hearing from advisors in this environment, insourced vs outsourced CIOs, bond…
Animal Spirits PodcastA Bear Market in Housing (EP.286)
On today's show we discuss continued strength in the labor market, sticky high inflation, why the market isn't listening to the Fed anymore, the case for a 20%…
Animal Spirits PodcastTalk Your Book: An Update on Private Markets
On today's show, we are joined by Bob Long, CEO of StepStone Private Wealth to discuss timing private markets, how valuations have held up in private markets…
Animal Spirits PodcastGetting Rich Quick (EP.285)
On today's show we discuss the round trip in oil prices, why predicting the future is so difficult, how we define a bubble, why interest rates didn't go…
Animal Spirits PodcastTalk Your Book: The Buy-Write Strategy
On today's show, we are joined by Ray Di Bernardo, VP and Portfolio Manager of Madison Investments to discuss writing call options, buying growth at a…
Animal Spirits PodcastA Confusing Year (EP.284)
On today's show we discuss the impact of interest rates on business formation, the opposite of stagflation, why there was no spillover from the crypto crash…
Animal Spirits PodcastThe Crypto Blow-Up (EP.283)
On today's show we discuss inflation is finally falling, will the stock market wait for the Fed's all-clear, the FTX saga, how SBF fooled everyone, what comes…
Animal Spirits PodcastTalk Your Book: Checking in on Buffered ETFs
On today's show, we have Bruce Bond, CEO of Innovator ETFs give us an update on the buffered ETFs, how buffers and caps behave during high-volatility…
Animal Spirits PodcastNo Soft Landing (EP.282)
On today's episode we discuss the Fed sending us into a recession, our only chance for a soft landing, why predicting inflation is so difficult, why there is…
Animal Spirits PodcastA Housing Recession (EP.281)
On today's show we discuss why most people don't care about the bear market, the relationship between wages and inflation, why we won't see a repeat of the…
Animal Spirits PodcastTalk Your Book: Doubling Down on Crypto
Ben and Michael are joined by Jack Neureuter, Fidelity Digital Assets Research Analyst, and Ramine Bigdeliazari, Director of Product for Fidelity Digital…
Animal Spirits PodcastBear Market Math (EP.280)
On today's show we discuss the slowing housing market, taking Animal Spirits on the road, why consumers keep spending money, how the stock market moves during…
Animal Spirits PodcastWhy Isn't Inflation Falling? (EP.279)
On today's show we discuss the trouble with nailing the bottom in a bear market, why money continues flowing into ARK, why the VIX isn't higher, sticky…
Animal Spirits PodcastA Tough Break (EP.278)
On today's show we discuss a late-night trip to the ER for a broken leg, good news is bad news in the labor market, the last time the Fed sent us into a…
Animal Spirits PodcastTalk Your Book: Investing in Private Credit
On today's show, we speak with Michael Reisner, Co-CEO of CION Investments about investing in private credit in this environment, how CION can be publicly…
Animal Spirits PodcastLong-Term Bullish (EP.277)
On this week's show we discuss why we're getting more excited about stock prices as they fall, why expected returns are rising, where investors will move their…
Animal Spirits PodcastTalk Your Book: Investing in Science Fiction
On today's show, we are joined by Kevin Kelly, CEO and Founder of Kelly Intelligence to discuss what CRISPR technology is, use cases, and investing in the…
Animal Spirits PodcastPowell Wants You to Lose Your Job (EP.276)
On today's show we discuss is the Fed making a huge mistake, why it's so difficult to predict the economy, why it's so easy to be bearish right now, breaking…
Animal Spirits PodcastTalk Your Book: I Need To Do Some Hedging Trades
On today's show, we spoke with Eric Metz, President and CIO of SpiderRock Advisors about tax-loss harvesting, replicating exchange funds, and de-concentrating…
Animal Spirits PodcastIs a Recession Bullish? (EP.275)
On today's episode we recap our experience at Future Proof, interest rates vs. inflation for the stock market, a blow-off top in short-term rates, what could…
Animal Spirits PodcastTalk Your Book: Portfolio Premortem
On today's show, we spoke to Fabric Risk Co-Founder, Rick Bookstaber about identifying risks for advisors, lifestyle characteristics and risks, the MSCI factor…
Animal Spirits PodcastLive From Future Proof (EP.274)
On today's show, we discuss the worst first 8 months ever, the illiquidity premium, Q2 earnings, The Robinhood Investor Index, and much more! Find complete…
Animal Spirits PodcastTalk Your Book: Single Stock ETFs
On today's show, we had David Mazza, Head of Product at Direxion to talk about the use cases and risks of investing in single stock, leveraged, and inverse…
Animal Spirits PodcastTalk Your Book: Fixing Fixed Income
On today's Talk Your Book, we spoke to Russell Feldman from IMTC on innovating the fixed income investment process, differences between trading stocks vs…
Animal Spirits PodcastThe Super Bubble (EP.273)
On today's show we discuss Jeremy Grantham's super bubble call, how "don't fight the Fed" has evolved, why all opinions are extreme today, how the bottom 50%…
Animal Spirits PodcastTalk Your Book: Interest Rates and Volatility
On today's show, we spoke with Jason Barsema about the ins and outs of structured notes, how downside protection works, when it makes sense to use structured…
Animal Spirits PodcastWhy So Bearish? (EP.272)
On today's who we discuss the pros and cons of student loan forgiveness, why the Fed has the ability to talk tough about inflation (for now), the difference…
Animal Spirits PodcastTalk Your Book: Investing in China
On today's show, we spoke with Brendan Ahern to give us an update on China, Chinese stock listing issues, investing in China's largest companies, and much…
Animal Spirits PodcastPrice Drives Narrative (EP.271)
On this week's show we discuss the ever-changing narratives in the stock market and economy, iron-clad rules of investing, why markets are so confusing right…
Animal Spirits PodcastThe Animal Spirits Indicator (EP.270)
On this week’s show, we discuss Ben’s trip to Long Island, some good news on inflation, Disney’s sky-high inflation, confusing signals in the economy, and much…
Animal Spirits PodcastSoft Landing (EP.269)
On this weeks show we discuss the stock market's ability to predict a recession, the hot labor market, wages vs. inflation, the prospect for a soft landing in…
Animal Spirits PodcastTalk Your Book: Choose Your Own Investments
On today's Talk Your Book we spoke with Composer founder Ben Rollert about creating your own automated investment strategies. Find complete shownotes on our…
Animal Spirits PodcastInvest in What You Know (EP.268)
On today's show we discuss the recession debate, why the economy is so confusing right now, calling a stock market bottom (or not), the tech stock comeback…
Animal Spirits PodcastListener Mailbag
On today's show we answer questions straight from the listeners with some help from Rocket Dollar's Henry Yoshida. Find complete shownotes on our blogs... Ben…
Animal Spirits PodcastLooking Back at the Crypto Meltdown
On today's show, we get an update on crypto from Meow CEO Brandon Arvanaghi and take a look at what happened with the recent crypto meltdowns. Find complete…
Animal Spirits PodcastRedefining a Recession (EP.267)
On today's show we discuss why the middle class is getting squeezed, why it's so hard to define what a recession is, boring stocks are outperforming, the size…
Animal Spirits PodcastExtreme Cost Cutting (EP.266)
On today's show we discuss peaking inflation, confused banks, whys stocks are the best inflation hedge, and much more. Find complete shownotes on our blogs…
Animal Spirits PodcastVolatility Hits Main Street (EP.265)
On today's show we discuss stocks for the long run, Elon's Twitter debacle, the labor market vs. inflation, the number of cycles we've experienced since the…
Animal Spirits PodcastTalk Your Book: The State of Commodities
On today's Talk Your Book, we spoke with Sal Gilbertie from Teucrium about the state of agricultural commodities. Find complete shownotes on our blogs... Ben…
Animal Spirits PodcastTalk Your Book: The State of Venture Capital
On today's show, we discuss similarities between the late 90s and today, how tough it is to get VC exposure, current market dynamics within the private…
Animal Spirits PodcastThe Pandemic Broke the Economy (EP.264)
On today's show we talk about why the first 6 months of the year were one of the worst ever for financial markets, why it's so difficult to gauge the economy…
Animal Spirits PodcastTalk Your Book: The Bull Market in Stupidity
On today's Talk Your Book, we spoke with Michael Grant from Calamos Investments about the Fed, the economy and managing a long/short fund in this environment…
Animal Spirits PodcastAre We Sure a Recession is Coming? (EP.263)
On today's show we discuss stock market return expectations, the sell-off in commodities, the back and forth on recession predictions, fighting the last war on…
Animal Spirits PodcastTalk Your Book: Expanding Access to Private Markets
On today's Talk Your Book, we spoke with Bob Long of Conversus about giving financial advisors access to investments in private markets. Find complete…
Animal Spirits PodcastPeak Pessimism (EP.262)
On today's show we discuss how wild and crazy the past 3 years have been in the markets, why the Fed is in such a precarious position, the number of stocks…
Animal Spirits PodcastThe Fed is Being Punished (EP.261)
On this week's show we discuss the current market sentiment, the official bear market in U.S. stocks, why the Fed is making a mistake, the insane move higher…
Animal Spirits PodcastTalk Your Book: High Quality Growth Stocks
On today's show we spoke with Allen Bond from Jensen Investment Management about finding high quality growth stocks and investing during a bear market. Find…
Animal Spirits PodcastGood News is Bad News (EP.260)
On today's show we discuss why everyone thinks we're already in a recession, living paycheck to paycheck on $250k a year, why crypto makes more sense in a bull…
Animal Spirits PodcastTalk Your Book: Hedging the Different Types of Inflation
On today's Talk Your Book, we spoke with Don Casturo from Quantix Commodities and Kristof Gleich from Harbor Capital to discuss how to hedge inflation with…
Animal Spirits PodcastThe Round Trip (EP.259)
On today's show we discuss what the narrative would be if we went back to new highs, why high oil prices are so worrisome, why the housing market is more…
Animal Spirits PodcastThe most obvious recession ever (EP.258)
On today's show we discuss, the big housing miss, inventory build-ups, private market slowdown, and much more. Find complete shownotes on our blogs... Ben…
Animal Spirits PodcastAnimal Spirits: Listener Mailbag
On today’s show we answer questions from the listeners on Roth IRAs, HELOCs, budgeting for home improvements and more with some help from Henry Yoshida at…
Animal Spirits PodcastObvious Signs of the Top (EP.257)
On today's show we discuss why markets are so confusing right now, the different kinds of recessions, inflation expectations, how to survive a bear market, the…
Animal Spirits PodcastTalk Your Book: Investing in the Carbon Transformation
On today's Talk Your Book, we spoke with Roger Mortimer from KraneShares about the coming global transformation in carbon investing. Find complete shownotes on…
Animal Spirits PodcastTalk Your Book: Locking in Higher Yields on Your Portfolio
On today's Talk Your Book, we spoke with Jason Barsema from Halo Investing about structured products and defined outcome investing. Find complete shownotes on…
Animal Spirits PodcastThe End of V-Shaped Recoveries (EP.256)
On today's Animal Spirits we discuss the growth stock crash getting worse, the speed of market declines, building wealth slowly, how long bear markets last…
Animal Spirits PodcastIs this a bear market? (EP.255)
On today's show, we discuss the stock and bond markets both falling, the new 60/40 portfolio, the case for buying a house right now, the greatest stock of…