Animal Spirits Podcast-logo

Animal Spirits Podcast

Markets and Investing

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/

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/

Location:

United States

Description:

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/

Language:

English


Episodes

Talk Your Book: I Need To Do Some Hedging Trades

9/26/2022
On today's show, we spoke with Eric Metz, President and CIO of SpiderRock Advisors about tax-loss harvesting, replicating exchange funds, and de-concentrating portfolios using managed option strategies. 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 animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of...

Duration:00:29:20

Is a Recession Bullish? (EP.275)

9/21/2022
On today's episode we recap our experience at Future Proof, interest rates vs. inflation for the stock market, a blow-off top in short-term rates, what could cause international stocks to outperform, housing inflation, why the housing market is broken, George Clooney's best movie 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...

Duration:00:54:24

Talk Your Book: Portfolio Premortem

9/19/2022
On today's show, we spoke to Fabric Risk Co-Founder, Rick Bookstaber about identifying risks for advisors, lifestyle characteristics and risks, the MSCI factor model, scenario testing, 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 animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of...

Duration:00:31:01

Live From Future Proof (EP.274)

9/14/2022
On today's show, we discuss the worst first 8 months ever, the illiquidity premium, Q2 earnings, The Robinhood Investor Index, 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 animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.

Duration:00:37:13

Talk Your Book: Single Stock ETFs

9/12/2022
On today's show, we had David Mazza, Head of Product at Direxion to talk about the use cases and risks of investing in single stock, leveraged, and inverse ETFs 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 animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.

Duration:00:29:40

Talk Your Book: Fixing Fixed Income

9/9/2022
On today's Talk Your Book, we spoke to Russell Feldman from IMTC on innovating the fixed income investment process, differences between trading stocks vs. bonds, risk management within fixed income, 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 animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future...

Duration:00:25:17

The Super Bubble (EP.273)

9/7/2022
On today's show we discuss Jeremy Grantham's super bubble call, how "don't fight the Fed" has evolved, why all opinions are extreme today, how the bottom 50% are making the biggest financial progress, how the Fed screwed up the housing market 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 animalspiritspod@gmail.com with any feedback,...

Duration:00:47:07

Talk Your Book: Interest Rates and Volatility

9/5/2022
On today's show, we spoke with Jason Barsema about the ins and outs of structured notes, how downside protection works, when it makes sense to use structured notes, 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 animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.

Duration:00:33:18

Why So Bearish? (EP.272)

8/31/2022
On today's who we discuss the pros and cons of student loan forgiveness, why the Fed has the ability to talk tough about inflation (for now), the difference between being bearish and being realistic, record high corporate profits, why we're never going to get enough homes built 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...

Duration:00:52:05

Talk Your Book: Investing in China

8/29/2022
On today's show, we spoke with Brendan Ahern to give us an update on China, Chinese stock listing issues, investing in China's largest companies, 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 animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.

Duration:00:35:53

Price Drives Narrative (EP.271)

8/24/2022
On this week's show we discuss the ever-changing narratives in the stock market and economy, iron-clad rules of investing, why markets are so confusing right now, a wider bid-ask spread in the housing market, crypto's LTCM moment 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 animalspiritspod@gmail.com with any feedback, questions,...

Duration:00:57:05

The Animal Spirits Indicator (EP.270)

8/17/2022
On this week’s show, we discuss Ben’s trip to Long Island, some good news on inflation, Disney’s sky-high inflation, confusing signals in the economy, 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 animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.

Duration:00:45:47

Soft Landing (EP.269)

8/10/2022
On this weeks show we discuss the stock market's ability to predict a recession, the hot labor market, wages vs. inflation, the prospect for a soft landing in the economy, Robinhood vs. Coinbase, volatility in the mortgage market, a bunch of movie recs 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 animalspiritspod@gmail.com with any...

Duration:00:56:06

Talk Your Book: Choose Your Own Investments

8/8/2022
On today's Talk Your Book we spoke with Composer founder Ben Rollert about creating your own automated investment strategies. 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 animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.

Duration:00:34:29

Invest in What You Know (EP.268)

8/3/2022
On today's show we discuss the recession debate, why the economy is so confusing right now, calling a stock market bottom (or not), the tech stock comeback, earnings season 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 animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.

Duration:00:51:45

Listener Mailbag

8/1/2022
On today's show we answer questions straight from the listeners with some help from Rocket Dollar's 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 animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.

Duration:00:37:10

Looking Back at the Crypto Meltdown

7/30/2022
On today's show, we get an update on crypto from Meow CEO Brandon Arvanaghi and take a look at what happened with the recent crypto meltdowns. 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 animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.

Duration:00:24:36

Redefining a Recession (EP.267)

7/27/2022
On today's show we discuss why the middle class is getting squeezed, why it's so hard to define what a recession is, boring stocks are outperforming, the size of the housing market, why negotiating will be making a comeback, spending time alone 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 animalspiritspod@gmail.com with any feedback,...

Duration:00:56:47

Talk Your Book: Investing in Whiskey and Wine

7/25/2022
On today's Talk Your Book we spoke with Vinovest founder Anthony Zhang about investing in spirits. 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 animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.

Duration:00:33:29

What's Going On at BlockFi?

7/21/2022
On today's show we spoke with Zac Prince from BlockFi to discuss everything that's going on with the company and the crypto space in general. 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 animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.

Duration:00:48:33