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 PodcastTalk Your Book: Rethinking the 4% Rule
On today's Talk Your Book we spoke with David Lau and Wade Pfau about spending down your assets in retirement and why it's one of the hardest concepts in…
Animal Spirits PodcastElon Buys Twitter (EP.254)
On today's show we discuss what Elon Musk can do with Twitter, bonds & stocks falling together, growth stocks keep getting killed, inflation vs. mortgage rates…
Animal Spirits PodcastTalk Your Book: Investing in Human Capital
On today's Talk Your Book we talk with Dan Ariely and Kristof Gleich about investing in human capital and corporate culture. Find complete shownotes on our…
Animal Spirits PodcastA Recession is Coming (EP.253)
On today's show we discuss taking Twitter private, why tech billionaires are so unhappy, why no one is positioned for a commodities supercycle, the best pool…
Animal Spirits PodcastThe Fed is Making a Mistake (EP.252)
On today's show we discuss the crazy move higher in interest rates, the wealth effect in stocks, recessions vs. inflation, wage growth for lower income levels…
Animal Spirits PodcastTalk Your Book: The Financial Advisor's Cheat Code
On today's Talk Your Book we spoke with Josh Smith from VRGL about how his company is making it easier for financial advisors to bring in new business and…
Animal Spirits PodcastLong Global, Short USA (EP.251)
On today's show we discuss Elon Musk's new position in Twitter, Tiger Global, the scalding hot labor market, frugality is not always the way, the Animal…
Animal Spirits PodcastTalk Your Book: Investing in mRNA
On today's Talk Your Book, we talked with Dave Mazza from Direxion about investing in mRNA technology. Find complete shownotes on our blogs... Ben Carlson’s A…
Animal Spirits PodcastTighten Until Something Breaks (EP.250)
On today's show we discuss inflation vs. the stock market, bonds getting killed, the crazy housing market, betting on the Oscars, why Twitter was built for pop…
Animal Spirits PodcastTalk Your Book: Protecting the Downside
On today's Talk Your Book we had Bruce Bond from Innovator ETFs back on the show to discuss how advisors are using managed and buffered ETFs to protect the…
Animal Spirits PodcastNFTs
On today's show we speak with Audiograph's Quinn Stearns about start-ups, founding a company, creating communities for podcasts and why we made Animal Spirits…
Animal Spirits PodcastCan the Markets Cause a Recession (EP.249)
On this week's show we discuss the crazy moves in interest rates, mortgage rates going much higher, how to think about bond yields right now, why the U.S…
Animal Spirits PodcastListener Mailbag
On today's show we clean out the inbox to answer questions from the listeners about Roth IRAs, producing content, international diversification, asset…
Animal Spirits PodcastIs a Recession Bullish For Tech Stocks? (EP.248)
On today's show we discuss the probability for a recession, crazy commodities prices, housing as a commodity, rising mortgage rates, why dogs are so awesome…
Animal Spirits PodcastTalk Your Book: How Advisors Can Manage 401k Accounts
On today's Talk Your Book we spoke with Dave Goldman from Pontera about helping advisors manage held away accounts for clients. Find complete shownotes on our…
Animal Spirits PodcastTalk Your Book: The Craziest Commodities Market Ever
On today's special edition of Talk Your Book, we spoke with Sal Gilbertie from Teucrium Agriculture ETFs about what's going on in the commodities market. Find…
Animal Spirits PodcastMore Sellers Than Buyers (EP.247)
On this week's show we discuss a bear market brewing in the stock market, the stock market now vs. 1900, the impact of higher gas prices on consumer sentiment…
Animal Spirits PodcastThe Financial Rails of the Future
On today's show we spoke with Meow co-founder Brandon Arvanaghi about how companies and advisors can earn higher yields on their cash in crypto. Find complete…
Animal Spirits PodcastA Moral Margin Call (EP.246)
On today's show we discuss investing during a war, the biggest questions we have right now, why it's impossible to predict the future, the rising potential for…
Animal Spirits PodcastThe Craziest Housing Market Ever (EP.245)
On today's Animal Spirits, we discuss the growth stock sell-off getting real, differences between now and the end of the dot-com bubble, why savings account…
Animal Spirits PodcastTalk Your Book: Managing Risk Like an Actuary
On today's Talk Your Book, we had Julian Koski from New Age Alpha back on to explain the H Factor and how it helps evaluate individual stocks. Find complete…
Animal Spirits PodcastStarting a Crypto Hedge Fund
On today's show we spoke with Leigh Drogen from Starkiller Capital about starting a crypto hedge fund. Find complete shownotes on our blogs... Ben Carlson’s A…
Animal Spirits PodcastBoomflation or a Recession? (EP.244)
On this week's show we discuss the latest inflation numbers, the Fed's conundrum, why corporations have the upper hand with inflation, bullish on Disney…
Animal Spirits PodcastInflation at Disney World (EP.243)
On today's show we talk about the huge moves after earnings, why people don't change their consumption habits, Ben's trip to Disney World, and much more Find…
Animal Spirits PodcastTalk Your Book: Disruption as an Asset Class
On today's Talk Your Book, we spoke with Kristof Gleich and Spenser Lerner from Harbor Capital about owning and managing portfolios with innovation stocks…
Animal Spirits PodcastStocks Work Best at Night (EP.242)
On today's show we discuss the market correction, why stock-picking is so difficult, small caps in a bear market, Bitcoin to $1 million, the Fed inverting the…
Animal Spirits PodcastListener Mailbag
On today's episode we answer questions from the listeners with a little help from Rocket Dollar CEO Henry Yoshida. Find complete shownotes on our blogs... Ben…
Animal Spirits PodcastA Lightning Fast Correction (EP.241)
On this week's show we discuss what we love about market corrections, why people assume they can guess what comes next with the stock market, parallels between…
Animal Spirits Podcast25 Million New Brokerage Accounts (EP.240)
On this week's show we discuss the retail investor takeover of the stock market, ARKK's performance woes, the impact of higher mortgage rates on the housing…
Animal Spirits PodcastTalk Your Book: Investing in Sustainability
On today's Talk Your Book we spoke with Jim Madden from Calamos Investments about ESG investing and how it's changing the investment landscape. Find complete…
Animal Spirits PodcastIs the Fed Trapped? (EP.239)
On today's show we discuss 3 bearish scenarios for the stock market, why the Fed could be in a tight spot, growth stocks getting wrecked, the next step for…
Animal Spirits PodcastTalk Your Book: Options Are Eating the Stock Market
On today's show we had Paul Kim from Simplify ETFs back on to discuss how RIAs are dealing with a low interest rate environment, dipping your toe into crypto…
Animal Spirits PodcastWhy The Bull Market Could Last a Lot Longer (EP.238)
On today's show we discuss the year that was in the stock market for 2021, why people hate the Fed so much, Michael's predictions for the year, why the bull…
Animal Spirits PodcastHoward Lindzon Unplugged
On today's special episode we speak with Howard Lindzon about his career, the state of venture capital today and what it's like investing in start-ups. Find…
Animal Spirits PodcastWhen to Sell a Growth Stock (EP.237)
On this week's show we discuss an amazing year in the U.S. stock market, why celebrity SPACs stink, the impact of mortgage rates on housing prices, Web3…
Animal Spirits PodcastListener Mailbag
On today's show we go over questions from listeners on creating an income-based portfolio, when to sell a struggling position, how to judge your financial…
Animal Spirits PodcastAn Extraordinary Decade (EP.236)
On today's show we discuss Omicron, why the market is over the virus, Cathie Wood's bold return forecast, why everyone is lowering return expectations, why the…
Animal Spirits PodcastTalk Your Book: Massive ETF Inflows
On today's show we spoke with Matt Bartolini from State Street Global Advisors about ETFs, inflation and their 2022 outlook. Find complete shownotes on our…
Animal Spirits PodcastPerson of the Year (EP.235)
On today's show we discuss the NYC boom, the treasury bonds of the Nasdaq, return expectations over the next decade, why young people won't be scared off by a…
Animal Spirits PodcastTalk Your Book: Investing in Carbon Allowances
On today's Talk Your Book, we spoke with Luke Oliver from Kraneshares about the huge potential in carbon allowances. Find complete shownotes on our blogs…
Animal Spirits PodcastThe Most Crowded Stocks (EP.234)
On this week's show we discuss the growth stock crash, the third web, and wonder if Paul Thomas Anderson is overrated. Find complete shownotes on our blogs…
Animal Spirits PodcastTalk Your Book: Down with Title Insurance
On today's Talk Your Book we spoke with Doma founder and CEO Max Simkoff about title insurance, home appraisals and making the purchase and refinance of your…
Animal Spirits PodcastHousing Prices Are Still Too Low (EP.233)
On this week's show we discuss why the markets care about the new variant, Twitter's crappy stock performance, inflation at the Dollar Store, profit margins…
Animal Spirits PodcastThe High Beta Crash (EP.232)
On today's show we discuss why the stock market doesn't care about inflation (yet), the growth stock massacre, how corporations are taking advantage of…
Animal Spirits PodcastTalk Your Book: Where to Save For Your Down Payment
On today's Talk Your Book we spoke with Taylor and Brett Sohns from Lifegoal Investments about their Home Down Payment ETF. Find complete shownotes on our…
Animal Spirits PodcastEveryone Hates Inflation (EP.231)
On this week's show we discuss the highest inflation rate in 30 years, why this is a good time to be a borrower, why no one is happy about the economy right…
Animal Spirits PodcastGreat Quartr Guys (EP.230)
On this week's show we discuss Elon Musk selling 10% of his Tesla shares, the pandemic trade is over, Zillow's blunder, Peloton's downfall, interest rates…
Animal Spirits PodcastTalk Your Book: Why Annuities Have Higher Yields Than Bonds
On today's Talk Your Book, we spoke with David Lau from DPL Financial Partners about annuities and how financial advisors are dealing with low interest rates…
Animal Spirits PodcastThere's No Crying in Crypto (EP.229)
On today's show we discuss the impact of rising rates on the stock market, Shibu Inu, the different levels of FOMO, parallels to the tech bubble, why…
Animal Spirits PodcastTalk Your Book: Real World Betting Markets
We spoke with Kalshi founder Tarek Mansour about betting on the outcomes of real-world events. Find complete shownotes on our blogs... Ben Carlson’s A Wealth…
Animal Spirits PodcastHyperinflation, It's Happening (EP.228)
On today's Animal Spirits we discuss worrying too much about the markets, Tesla's impressive performance, inequality in the stock market, trying to explain…
Animal Spirits PodcastTalk Your Book: How to Use Thematic ETFs
On this edition of Talk Your Book we spoke with Dave Mazza from Direxion about investing in WFH stocks, moonshots and the hydrogen economy. Find complete…
Animal Spirits PodcastIt Wasn't Transitory (EP.227)
On this week's show we discuss the new bitcoin ETF, higher than expected inflation, a positive spin on the supply chain issues, a record number of people…
Animal Spirits PodcastTalk Your Book: Finding Growth Stocks Around the Globe
On today's Talk Your Book we spoke with Rob Forker of Polen Capital about investing in international small cap growth companies. Find complete shownotes on our…
Animal Spirits PodcastThe 24/7 Stock Market (EP.226)
On today's show we talk about supply chain issues, why millennials don't drive minivans, what constitutes being rich, net worth by age, my favorite Tom Hanks…
Animal Spirits PodcastUnaffordable Housing (EP.225)
On this week's show we discuss supply chain problems, buying Christmas presents early, why progress requires inflation, investors have been spoiled, housing…
Animal Spirits PodcastListener Mailbag
On today's show we answer listener questions about inflation, commodities, refinancing, investing in gold, how to network when finding a job and much more…
Animal Spirits PodcastRicher Than Ever (EP.224)
On today's show we discuss Rich Dad Poor Dad, why bailouts are here to stay, Cathy Wood really likes treasuries, sports gambling hits the mainstream, options…
Animal Spirits PodcastTalk Your Book: Accelerating Your Returns
On today's Talk Your Book we spoke once again with Bruce Bond of Innovator ETFs about defined outcome investing. Find complete shownotes on our blogs... Ben…
Animal Spirits PodcastProbably Not The Next Lehman (EP.223)
On this week's show we discuss the newest market crisis du jour, what's holding down bond yields, the crypto narrative that doesn't hold water, America's day…