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/
351
Talk Your Book: The Biggest Short Squeeze of Al...
36 min
352
Is a Soft Landing Inflationary? (EP.292)
53 min
353
Talk Your Book: Investing in Fallen Angels
30 min
354
What's the negative catalyst? (EP.291)
54 min
355
Talk Your Book: What Makes an Index Fund Work
31 min
356
10 Predictions For 2023 (EP.290)
49 min
357
[CORRECTION] The Tesla Crash (EP.289)
On this week's show we discuss the kid premium around the holidays, the most surprising things that happened in 2022, some thoughts on stocks vs. the economy for 2023, why consensus is wrong most of the time, the car industry is all messed up, why...
42 min
358
Talk Your Book: The Rise of Thematic Investing
On today's show, we are joined by Pavel Vaynshtok, Managing Director, Global Head of Strategy Indices at S&P Dow Jones Indices to discuss the history of indices, why thematics have gotten so popular, how S&P Dow Jones Indices constructs their...
27 min
359
Buy the Dip is Dead (EP.288)
On today's show we talk about why the stock market is getting crushed this month, what one year's returns mean for the next year, why retail investors are still buying tech stocks, 3 scenarios for next year's market, the Fed's 2% inflation target, why...
53 min
360
Talk Your Book: The Opposite of ESG
On today's show, we are joined by Mark Neuman, Founder and CIO of Constrained Capital to discuss companies orphaned by ESG, how capital is actually getting constrained, politics in investing, Coke & Pepsi vs alcohol & tobacco, and much more!...
37 min
361
Peak Inflation (EP.287)
On today's show we discuss inflation rolling over, the possibility of a soft landing, Santa Claus rallies, SPF getting arrested, what a housing market comeback would look like, picking stocks vs. picking stock-pickers, The White Lotus season 2 and...
54 min
362
Talk Your Book: Insourced CIO
On today's show, we are joined by Joe Mallen, CIO of Helios to discuss what he's hearing from advisors in this environment, insourced vs outsourced CIOs, bond and equity attractiveness going forward, and much more! Find complete shownotes on...
29 min
363
A Bear Market in Housing (EP.286)
On today's show we discuss continued strength in the labor market, sticky high inflation, why the market isn't listening to the Fed anymore, the case for a 20% decline in housing prices, why Netflix rules streaming, sending back a drink at the bar and...
46 min
364
Talk Your Book: An Update on Private Markets
On today's show, we are joined by Bob Long, CEO of StepStone Private Wealth to discuss timing private markets, how valuations have held up in private markets, an update on venture capital, and much more! Find complete shownotes on our...
35 min
365
Getting Rich Quick (EP.285)
On today's show we discuss the round trip in oil prices, why predicting the future is so difficult, how we define a bubble, why interest rates didn't go higher, active outflows are speeding up, Black Friday deals we found, crypto prices got out of...
54 min
366
Talk Your Book: The Buy-Write Strategy
On today's show, we are joined by Ray Di Bernardo, VP and Portfolio Manager of Madison Investments to discuss writing call options, buying growth at a reasonable price, earnings in 2023, and much more! Find complete shownotes on our...
29 min
367
A Confusing Year (EP.284)
On today's show we discuss the impact of interest rates on business formation, the opposite of stagflation, why there was no spillover from the crypto crash, why the S&P 500 is not the economy, why remote work might bring down rental inflation and...
54 min
368
The Crypto Blow-Up (EP.283)
On today's show we discuss inflation is finally falling, will the stock market wait for the Fed's all-clear, the FTX saga, how SBF fooled everyone, what comes next for crypto, why streaming stocks are struggling, 5 years of Animal Spirits and much...
55 min
369
Talk Your Book: Checking in on Buffered ETFs
On today's show, we have Bruce Bond, CEO of Innovator ETFs give us an update on the buffered ETFs, how buffers and caps behave during high-volatility environments, how advisors are using these products, and much more! Find complete shownotes on...
34 min
370
No Soft Landing (EP.282)
On today's episode we discuss the Fed sending us into a recession, our only chance for a soft landing, why predicting inflation is so difficult, why there is no such thing as a normal market, the biggest risk in crypto, why Chevy Chase was a one of...
55 min
371
A Housing Recession (EP.281)
On today's show we discuss why most people don't care about the bear market, the relationship between wages and inflation, why we won't see a repeat of the 1970s, why Apple is the best company in the world, the revenge of the Dow, tech stock...
62 min
372
Talk Your Book: Doubling Down on Crypto
Ben and Michael are joined by Jack Neureuter, Fidelity Digital Assets Research Analyst, and Ramine Bigdeliazari, Director of Product for Fidelity Digital Assets to discuss Fidelity's relationship and interest in crypto, proof of work vs proof of...
48 min
373
Bear Market Math (EP.280)
On today's show we discuss the slowing housing market, taking Animal Spirits on the road, why consumers keep spending money, how the stock market moves during a bear market, some optimism for a 60/40 portfolio, why the 4% rule is still alive and well,...
55 min
374
Why Isn't Inflation Falling? (EP.279)
On today's show we discuss the trouble with nailing the bottom in a bear market, why money continues flowing into ARK, why the VIX isn't higher, sticky inflation, why the bottom 50% has seen their net worth double since the start of the pandemic,...
62 min
375
A Tough Break (EP.278)
On today's show we discuss a late-night trip to the ER for a broken leg, good news is bad news in the labor market, the last time the Fed sent us into a recession, earnings vs. stock market performance, the inflation burp, what happens to housing...
56 min