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 changes over time, understanding what investors need vs. what they want, utilizing a mutual fund wrapper instead of an ETF, and much more! Learn more with the Monthly Update: https://www.standpointfunds.com/monthly-update and https://www.standpointfunds.com/ Find complete show notes on our blogs... Ben Carlson’s A Wealth of Common Sense Micha...
Oct 02, 2023•37 min
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 ever to outperform the market, gambling vs. day trading, NFTs are worthless and much more! Today's episode is sponsored by our friends at YCharts! Start your free trial and get 20% off your first subscription at: https://go.ycharts.com/animal-spirits-referral Find complete show notes on our blogs... Ben Carlson’s A Wealth of Common Sense Mich...
Sep 27, 2023•1 hr 5 min
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 ETFs, Why leveraged ETFs should not be held long-term, Investing in China, Using ETF flows as a trading signal, Direxions tactical commodity ETF, Diversifying Nasdaq exposure with equal weight ETFs, and much more! Learn More at: https://www.direxion.com/ Find complete show notes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael B...
Sep 25, 2023•32 min
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 stocks are higher than they were in the past, small caps vs. large caps, trading options vs. gambling on sports, why people spend more then they earn more, why the vibes are off in the economy, starter homes, and much more! Today's episode is sponsored by F/m Investments. Learn more about their ETF offerings at: https://fmetfs.com/ Find comp...
Sep 20, 2023•1 hr 10 min
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 are utilizing GLASfunds, investing in alts in a rising-rate environment, how private investments could be improved, and much more! Learn More at: https://glasfunds.com/ Find complete show notes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Feel free to shoot us an email at animalspiritspod@g...
Sep 18, 2023•31 min
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 RWM, if Apple is the next IBM, Canadian real estate, issues at ESPN, traveling to California, and much more! Today's episode is sponsored by our friends at YCharts! Start your free trial and get 20% off your first subscription at: https://go.ycharts.com/animal-spirits-referral. Find complete show notes on our blogs... Ben Carlson’s A Wealth...
Sep 13, 2023•44 min
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 at Fidelity Digital Assets to discuss: - What the SEC ruling means for digital assets - How an ETF may affect the crypto ecosystem - The migration of talent within crypto - Macro changes and digital asset reactions, and much more! Learn More at: https://www.fidelitydigitalassets.com/ Find complete show notes on our blogs... Ben Carlson’s ...
Sep 11, 2023•36 min
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 expensive, Tesla vs everyone, and much more! Find complete show notes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Feel free to shoot us an email at [email protected] with any feedback, questions, recommendations, or ideas for future topics of conversation. Check out the latest in...
Sep 09, 2023•34 min
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 system burn, getting back on trend with economic data, what if housing prices were just undervalued before the pandemic, Canada vs. Miami housing prices, why married people are happier, and much more! Find complete show notes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Feel free to shoot...
Sep 06, 2023•1 hr 3 min
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 evolution of retirement, the best age for making good financial decisions, the Fed cannot fix the housing market, how HGTV ruined housing prices, hedging climate change risk, and more! Today's episode is sponsored by AdvisorShares. Learn more about the AdvisorShares Dorsey Wright Short ETF (ticker: DWSH) at: https://advisorshares.com/etfs/dws...
Aug 30, 2023•1 hr 1 min
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 is constructed, how volatility affects yield, why JEPI has been so popular, and much more! Find complete show notes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Feel free to shoot us an email at [email protected] with any feedback, questions, recommendations, or ideas for future ...
Aug 28, 2023•29 min
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 Burry's track record, why the economy is so hard to predict right now, why streaming is underrated, the latest Netflix series, and much more! Today's episode is sponsored by our friends at YCharts! Start your free trial and get 20% off your first subscription at: https://go.ycharts.com/animal-spirits-referral. Find complete show notes on ...
Aug 23, 2023•1 hr 3 min
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 hedge, latest innovations in defined outcome products, and much more! Find complete show notes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Feel free to shoot us an email at [email protected] with any feedback, questions, recommendations, or ideas for future topics of conversation. Ch...
Aug 21, 2023•31 min
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 scenario, why the consumer is so important, record home values (again), the power of home equity, and much more! This episode is sponsored by Franklin Templeton. To learn more about the Franklin U.S. Low Volatility High Dividend Index ETF (LVHD), visit: https://www.franklintempleton.com/investments/capabilities/etfs If you'd like to apply for the...
Aug 16, 2023•1 hr 3 min
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 companies, growth vs value investing, investing in Apple, avoiding Tesla, and much more! Find complete show notes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Feel free to shoot us an email at [email protected] with any feedback, questions, recommendations, or ideas for future t...
Aug 14, 2023•30 min
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 so wrong about the stock market, why we haven't gotten a recession yet, $1 trillion in credit card debt, Robinhood's results, tipping at a hotel, and much more! Today's episode is sponsored by our friends at YCharts. Re-imagine your portfolio research with the latest addition to your YCharts toolkit: Portfolio Optimizer. Start your free tr...
Aug 09, 2023•1 hr
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 creation of fundamental analysis, compounding returns with Warren Buffett, running a highly concentrated portfolio, and much more! Find complete show notes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Feel free to shoot us an email at [email protected] with any feedback, questions, r...
Aug 07, 2023•38 min
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 the dice on the stock market, why the consumer doesn't care about higher rates, fiscal vs. monetary policy, some good news for first-time homebuyers, and much more! Register for Future Proof at: https://futureproof.advisorcircle.com/ Find complete show notes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrele...
Aug 02, 2023•1 hr 3 min
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 can earn with complete downside protection, who this product makes the most sense for, how rates and option premiums affect the strategy, and much more! Find complete show notes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Feel free to shoot us an email at [email protected] with an...
Jul 31, 2023•31 min
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 about a recession, speculation vs. interest rates, real estate as an investment, why everyone underestimated the consumer, the unhealthy housing market rolls on, and much more! Today's episode is sponsored by our friends at YCharts. Re-imagine your portfolio research with the latest addition to your YCharts toolkit: Portfolio Optimizer. Sta...
Jul 26, 2023•1 hr 8 min
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 needed to change, Future Proof 2022 and changes coming for 2023, what value an advisor can get out of the festival, and much more! Learn more about Future Proof at: https://futureproof.advisorcircle.com/ Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Feel free to sh...
Jul 24, 2023•29 min
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 fundamentals in the short-run, the cruel irony of investing, how to hedge hyperinflation, why no one can claim victory on a soft landing, why the U.S. economy is so much bigger than the Eurozone, Dwight Schrute and the human condition, movies are back, and much more! Thanks to Argent Capital Management for sponsoring this episode. To learn mor...
Jul 19, 2023•57 min
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 Grayscale discount, Bitcoin in bear markets vs bull markets, whether inflation is actually good for crypto, and much more! Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Feel free to shoot us an email at [email protected] with any feedback, questions, recommend...
Jul 17, 2023•32 min
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 wrong with Disney, cruises are underrated, how the pandemic messed up historical economic relationships, 8% mortgage rates and 3% mortgage rates, why housing prices are still going up, and much more! Thanks to YCharts for sponsoring this episode. See their latest monthly market wrap for June. This is a monthly blog post where YCharts breaks d...
Jul 12, 2023•1 hr 2 min
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 trustworthy source of financial advice, an economic miracle in the United States, how to pick a bottom in stocks, people are desperate for a housing market crash, some thoughts on fireworks, and much more! Thanks to Future Proof for sponsoring this episode! Submit your Fintech Demo Drop application before July 7th here: https://9rcge6jsij8.typeform....
Jul 05, 2023•53 min
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, where you should book flights, transferring points for better redemptions, the best card for families, cash back on rent, and much more! Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Feel free to shoot us an email at [email protected] with any feedback, qu...
Jul 03, 2023•37 min
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 inflation front, why lifestyle inflation is at all-time highs, talking ourselves out of a boom, why smart people have a hard time admitting they are wrong, Bitcoin ETFs, credit card reward point inflation, the most charismatic actor of all-time, and much more! Thanks to YCharts for sponsoring this episode! Check out YCharts' latest research on whi...
Jun 28, 2023•57 min
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 advisors, utilizing content to drive business, where the wealth management business goes from here, and much more! Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Feel free to shoot us an email at [email protected] with any feedback, questions, recommendations, ...
Jun 26, 2023•39 min
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 unemployment rate impacts stock market returns, why Americans love spending money so much, why down payments for houses are falling, how credit cards ruined the airport lounge, and much more! This episode is sponsored by JPMorgan. To learn more about the JPMorgan Nasdaq Equity Premium Income ETF (JEPQ), visit: https://am.jpmorgan.com/us/en/as...
Jun 21, 2023•58 min
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 KLIP ETF is able to generate high yields, risks involved with covered call strategies, cash flow rebalancing with KWEB, and much more! Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Feel free to shoot us an email at [email protected] with any feedback, questi...
Jun 19, 2023•39 min
