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

Volatility 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 pandemic, peak inflation 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 ...

Jul 13, 202255 minEp. 265

Talk 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 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 11, 202229 min

Talk 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 markets, 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 ch...

Jul 09, 202242 min

The 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 right now, what's priced into the stock market, the worst earnings call ever, the psychology behind inflation 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 fe...

Jul 06, 202256 minEp. 264

Talk 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 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 megap...

Jul 04, 202233 min

Are 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 the economy, why crypto crashed so bad, negotiating your cable bill down 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,...

Jun 29, 202257 minEp. 263

Talk 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 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 27, 202234 min

Peak 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 getting hammered, the Warren Buffett of crypto, the most re-watchable movie of all-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, recom...

Jun 22, 202249 minEp. 262

The 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 in interest rates, the crypto winter 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...

Jun 15, 202253 minEp. 261

Talk 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 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...

Jun 13, 202234 min

Good 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 market, why it feels like the stock market should be down way more, Top Gun: Maverick 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, rec...

Jun 08, 20221 hr 1 minEp. 260

Talk 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 commodities. 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. ...

Jun 06, 202232 min

The 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 important than the stock market, some good news about the U.S. economy, the new Top Gun 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, recomme...

Jun 01, 202245 minEp. 259

The 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 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

May 25, 202254 minEp. 258

Animal 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 Rocket Dollar. 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 cho...

May 23, 202235 min

Obvious 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 best movie sequels 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 [email protected] with any feedback, questions, recommendations, or ideas for future topics of conversation.‍...

May 18, 202253 minEp. 257

Talk 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 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...

May 16, 202231 min

Talk 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 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

May 14, 202234 min

The 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 for, Liam Neeson 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...

May 11, 202252 minEp. 256

Is 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 all-time, and much more. Register for the YCharts Webinar: Mega Caps with Michael Batnick: The Real Impact of Mega Cap Stocks on Portfolios - https://ycharts.zoom.us/webinar/register/9016509832428/WN_PRXthCpDSKOJJ_uVAxNcXw Find complete shownotes on our blogs...‍ Ben Carlson’s A Wealth of Common Sense‍ Michael Batnick’s The Irrelevant Investor...

May 04, 202247 minEp. 255

Talk 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 financial planning. 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...

May 02, 202237 min

Elon 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 in the housing market, 3 reasons inflation might be peaking 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 ...

Apr 27, 202248 minEp. 254

Talk 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 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

Apr 25, 202232 min

A 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 drink, a normal housing market 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.‍...

Apr 20, 202254 minEp. 253

The 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, Elon Musk's Twitter escapades, owning individual bonds vs. bond funds 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...

Apr 13, 202243 minEp. 252

Talk 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 understand their clients. 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 ...

Apr 11, 202227 min

Long 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 Spirits Discord channel 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 ...

Apr 06, 202248 minEp. 251

Talk 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 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

Apr 04, 202225 min

Tighten 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 culture moments 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 a...

Mar 30, 202250 minEp. 250

Talk 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 downside in their portfolios. 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 ...

Mar 28, 202229 min
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