On this week's show we discuss why are fewer people subscribing to Netflix, will we ever really reach peak podcast, how many people own their home outright, what is the chance your home will go down in value over 5 years, Elizabeth Warren's plan to rein in Wall Street, Mira Sorvino's thoughts on the stock market, Ray Dalio's thoughts on the coming paradigm shift, a boglehead's risk parity strategy on steroids & much more. Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common S...
Jul 24, 2019•41 min•Ep. 93
On this week's show we discuss the upside to social media, zombie VC companies, podcasting at Wealth/Stack, bubbles and career risk, using credit card reward points, where couples meet these days, the contradictory nature of having skin in the game, influencing and side hustling is hard, why specializing in sports could lead to more injuries and much more Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Like us on Facebook A...
Jul 17, 2019•46 min•Ep. 92
On this week's Talk Your Book, Michael and Ben sat down with Sal Gilbertie, CEO and founder of Teucrium Trading, an ETF provider of agricultural commodities products. Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Like us on Facebook And feel free to shoot us an email at [email protected] with any feedback, questions, recommendations, or ideas for future topics of conversation. Learn more about your ad choices. Vi...
Jul 15, 2019•40 min
On this week's show we discuss does all the high-frequency trading at the start and end of the day matter, what trends will die off with the baby boomer generation, is Rich Dad, Poor Dad real, visualizing wealth inequality, Walmart's competition with Amazon, are banks a big short again, why did valuations get so low during the late-70s/early-80s, why does the government charge such high rates on student loan debt?, celebrating saving milestones and much more. Find complete shownotes on our blogs...
Jul 10, 2019•36 min•Ep. 91
On this episode of Talk Your Book, we talk with Toby Carlisle, portfolio manager of the new Acquirer's Fund ETF about deep value investing. Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Like us on Facebook And feel free to shoot us an email at [email protected] with any feedback, questions, recommendations, or ideas for future topics of conversation. Learn more about your ad choices. Visit megaphone.fm/adchoices...
Jul 08, 2019•35 min
On this week's show we discuss why comedy movies are dying, therapy for social media, lower rates on savings accounts, Amazon as a shipping company, negative yielding debt, context around student loan debt, bank overdraft fees, how many Americans can do one push-up, the best books we've read in a long time and much more. Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Like us on Facebook And feel free to shoot us an email a...
Jul 03, 2019•45 min•Ep. 90
On this week's Talk Your Book, Michael & Ben sat down with Vincent De Martel of Invesco to discuss how institutional investors are using factor investment strategies and what this means for the space going forward. Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Like us on Facebook And feel free to shoot us an email at [email protected] with any feedback, questions, recommendations, or ideas for future topics of co...
Jul 01, 2019•40 min
On this week's show we discuss why Michael is getting back into trading, Facebook's new cryptocurrency, is it a good thing more professional investors are buying up starter homes, should Vanguard get into private equity, why Harry Dent says there will be a depression in the year 2073, can you really use demographics to predict the markets, how many people cry after selling their home, why it's better to peak late in your career, why the 1990s had much better movies than we do now and much more. ...
Jun 26, 2019•40 min•Ep. 89
On this week's show we discuss are there more unicorns now because there's more money in venture capital, why we're bullish on the next gen of retirement savers, Mary Meeker's most important trends on the Internet, is the personal finance industry a scam, what works better -- fitness advice or finance advice, is QE all psychological, will Social Security run out of money, why do we need inflation at all and much more. Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense...
Jun 19, 2019•36 min•Ep. 88
Michael & Ben sat down with Irusha Peiris to discuss the psychology behind trading, why it's so difficult to become a full-time trader, the types of stocks that can be big winners over time and much more. Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Like us on Facebook And feel free to shoot us an email at [email protected] with any feedback, questions, recommendations, or ideas for future topics of conversation...
Jun 17, 2019•41 min
On this week's episode we discuss our chart crime of the year candidate, the staggering amount of student loan debt, managing money for NBA players, paying for time, why the home buying decision is so personal, contradictory bubble data, does anyone need an MBA, is Chernobyl the best show ever and much more. Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Like us on Facebook And feel free to shoot us an email at animalspiri...
Jun 12, 2019•43 min•Ep. 87
On today's Talk Your Book, Michael & Ben sat down with Chris Burbach & Alexi Panagiotakopoulos to discuss investing in REITs and their new net lease REIT ETF. Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Like us on Facebook And feel free to shoot us an email at [email protected] with any feedback, questions, recommendations, or ideas for future topics of conversation. Learn more about your ad choices. Visit mega...
Jun 10, 2019•31 min
On today's show we talk about the influencer bubble, causes of death, peak smart phone, and the intelligence of the bond market. Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Like us on Facebook And feel free to shoot us an email at [email protected] with any feedback, questions, recommendations, or ideas for future topics of conversation. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jun 05, 2019•25 min•Ep. 86
Re-Kindled is a show where Michael and Ben discuss some of the best finance books ever written. On this episode of Re-Kindled Michael and Ben go through some of the lessons, passages, and funny anecdotes from Where Are The Customers' Yachts by Fred Schwed. Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Like us on Facebook And feel free to shoot us an email at [email protected] with any feedback, questions, recomme...
Jun 03, 2019•39 min•Ep. 85
On this week's show we discuss the unraveling of Tesla, what it takes to be in the top 1% of podcasts, where do people listen to podcasts, what Michael learned from creating a financial plan, why the fixed costs matter more than the variable costs in your budget, why workers are fleeing big cities, should parents charge rent when their adult kids move back home, the problem with checking your portfolio performance, some thoughts on annuities, would the market be lower without buybacks, raising c...
May 29, 2019•40 min•Ep. 84
On today's Talk Your Book we sat down with Brodie Gay of Unison to discuss the difficulty of coming up with a down payment on a house, why it could make sense to share in the upside of your home, the investment opportunity in residential real estate, why real estate will play such a pivotal role in most people's retirement plans and why leveraging the roof over your head can be so dangerous. Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irre...
May 27, 2019•32 min
On this week's show we discuss why dividends are underrated, the billionaire paying off student loans, Goldman Sachs buying United Capital, the curious case of WeWork, ETFs that pay you, struggling to figure out your career, where dead cat bounce comes from, why Michael Lewis is wrong about HFT & much more. Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Like us on Facebook And feel free to shoot us an email at animalspirit...
May 22, 2019•38 min•Ep. 83
On today's Talk Your Book we had Jeremy Schwartz of WisdomTree on the show to discuss the firm's dividend strategies, the rise of tax-deferred accounts, currency hedging, improving the 60/40 portfolio, investing overseas, and much more. Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Like us on Facebook And feel free to shoot us an email at [email protected] with any feedback, questions, recommendations, or ideas f...
May 20, 2019•32 min
On this week's show we discuss are the tech companies going to make us all fat and lazy, some good news for once in retirement saving data, the huge growth in tax-deferred accounts, how the S&P 500 has changed over the years, why is growth destroying value, why does Uber lose so much money, is it time to break up Facebook, why is it so hard to beat the S&P 500 and much more. Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor L...
May 15, 2019•38 min•Ep. 82
On this week's episode we discuss why Berkshire Hathway is the market's Rorschach test, Charlie Munger is still going strong at age 95, how many companies have avoided bankruptcy because of VC money, recession calls that won't age well, lessons from the new Jeopardy! champ, surveys of the week, why investors are getting smarter, why people always think it was better 50 years ago and much more. Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Ir...
May 08, 2019•36 min•Ep. 81
Re-Kindled is a show where Michael and Ben discuss some of the best finance books ever written. On this episode, they dig into The Big Short by Michael Lewis to talk about the lessons of the financial crisis from the banks to the subprime mortgage markets to those select few who made tons of money shorting the housing market. Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Like us on Facebook And feel free to shoot us an em...
May 06, 2019•36 min•Ep. 80
On this week's show we discuss Tesla's huge drawdown, why making your stock bets public makes it harder to have an open mind, how our perceptions about retirement change over time, why does Uber lose so much money, how Charles Schwab seems to toe the line between bank and fund firm so well, will people drop Netflix for Disney+, how Americans have spent their money over the past 75 years, do young people require a financial advisor more than old people, the name for our new podcast, how to teach ...
May 01, 2019•34 min•Ep. 79
On this week's show we discuss is inflation dead, what should we call our new podcast where we discuss classic finance books. what if the government eliminated all student loan debt, why eliminating student loans won't fix the high cost of education, the out of body, experience in private equity fundraising, the cult status of Dave Ramsey, the $400 emergency savings stat everyone uses is wrong, do rich people really watch less TV, are reverse mortgages the retirement crisis solution for those wh...
Apr 24, 2019•34 min•Ep. 78
On this week's show we discuss the guy who bet $85k to win $1.2 million on Tiger winning the Masters, Ray Dalio's plan to save capitalism, are we really worse off than previous generations, investing in college grads, how do advisors spend their time, Disney Plus, why didn't the bull market help pensions more, why we need more house flippers, when the real world throws a wrench in your investment plan, when is the right time to meet with a financial advisor and much more. Find complete shownotes...
Apr 17, 2019•39 min•Ep. 77
On this week's show we discuss the retirement crisis or lack thereof, average savings rates by generation, the biggest expense super savers cut back on, the Barron's cover curse, how much longer the bull market can last, why dividends aren't as important to the stock market anymore, the cost of borrowing heavily shorted stocks, what happened to the dinosaurs 66 million years ago, retirement accounts 50 years from now and much more. Follow Animal Spirits on Instagram @AnimalSpiritsPod Find comple...
Apr 10, 2019•32 min•Ep. 76
On today's episode we discuss how to pay for college on the cheap, why is financial literacy in the U.S. so low, is there ever going to be a solution for the retirement savings crisis, the Netflix model for financial advice, why the financial services industry is like the fast food industry, there are plenty of rich people to go around, the Lyft IPO, how much money would it take to get you off social media for good, why Michael is the Brett Favre of writing about the CAPE ratio, credit card reco...
Apr 03, 2019•34 min•Ep. 75
On this week's show we discuss the yield curve inversion, the Fed vs. the bond market, baby boomers vs. millennials, Kahneman vs. Cialdini, why IPOs are almost always oversubscribed, real estate vs. the stock market, Bitcoin trading volume is fake, new hedge funds vs. old hedge funds, simple vs. complex, behavioral lessons from the blackjack table and much more. Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Like us on Fac...
Mar 27, 2019•37 min•Ep. 74
On today's talk your book we discuss surviving the upside when trying to hedge, the ideal client for hedging, structured product strategies in an ETF wrapper, why complex products require more homework, timing a hedging strategy, how options are impacted by volatility and much more. Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Like us on Facebook And feel free to shoot us an email at [email protected] with any f...
Mar 25, 2019•28 min
On this week's show we discuss the college admissions bribery scandal, does it matter where you went to college, how the tech companies can help in higher education, CalPERS is making a bigger push into private equity, the expectations gap in retirement, lifestyle creep, how corporate trauma impacts individual stocks, the new Harry Markowitz portfolio is a tad odd, how automation will impact jobs in the future for young people and much more. Find complete shownotes on our blogs... Ben Carlson’s ...
Mar 20, 2019•39 min•Ep. 73
On this edition of Talk Your Book we discuss the low volatility anomaly with Invesco's Nicolas Kalivas. Topics include why low vol isn't as well known as some of the other risk factors, why finance theory doesn't always work in practice, why flows follow performance, behavioral reasons for low vol to persist as an anomaly, why rebalancing matters and much more. Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Like us on Face...
Mar 18, 2019•32 min
