Animal Spirits Podcast - podcast cover

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

More 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, crazy commodities prices, energy stocks, housing prices and 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 t...

Mar 09, 202244 minEp. 247

The 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 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/adcho...

Mar 05, 202225 min

A 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 a financial crisis, how to win during a market correction and 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...

Mar 02, 202254 minEp. 246

The 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 yields aren't going up yet, inequality in the housing market, the best time to buy a house 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, r...

Feb 23, 202247 minEp. 245

Talk 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 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/adchoic...

Feb 21, 202230 min

Starting 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 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

Feb 19, 202234 min

Boomflation 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, BlockFi's SEC fine 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. Learn more abou...

Feb 16, 202259 minEp. 244

Inflation 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 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....

Feb 09, 202254 minEp. 243

Talk 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. 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 megapho...

Feb 07, 202239 min

Stocks 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 yield curve and 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. Learn more about your ...

Feb 02, 202255 minEp. 242

Listener 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 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

Jan 31, 202241 min

A 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 the growth stock sell-off and the end of the Go-Go Years, the crypto crash 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, recommendation...

Jan 26, 202256 minEp. 241

25 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 market, peak Silicon Valley and 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. Learn mo...

Jan 19, 202255 minEp. 240

Talk 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 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/adchoi...

Jan 17, 202227 min

Is 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 NFTs, critics vs. the audience on Rotten Tomatoes 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...

Jan 12, 202256 minEp. 239

Talk 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, using options and leverage responsibly in a portfolio and 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 topi...

Jan 10, 202233 min

Why 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 market could continue to run, stock market FUD, Disney's new movie formula 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, ...

Jan 05, 202252 minEp. 238

Howard 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 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.f...

Jan 01, 202248 min

When 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 communities 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. Learn more about your a...

Dec 29, 202154 minEp. 237

Listener 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 advisor, borrowing against your home to invest and 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 conve...

Dec 27, 202136 min

An 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 middle class is unhappy, the future of movies and 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 c...

Dec 22, 202150 minEp. 236

Talk 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 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

Dec 20, 202134 min

Person 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 bear market, who is most impacted by inflation, why in-dining fast food may be a thing of the past and 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, questio...

Dec 15, 202148 minEp. 235

Talk 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... 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

Dec 13, 202130 min

The 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... 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

Dec 08, 202145 minEp. 234

Talk 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 house more efficient. 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 a...

Dec 04, 202131 min

Housing 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 are too high, buying real estate in the metaverse and 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 ...

Dec 01, 202151 minEp. 233

The 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 inflation, the new frontiers in crypto, some career advice for The Rock 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...

Nov 24, 202152 minEp. 232

Talk 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 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

Nov 22, 202131 min

Everyone 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 now, Michael got rugged in crypto 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 conversatio...

Nov 17, 202152 minEp. 231
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