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/
401
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 ...
42 min
402
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...
53 min
403
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 Michael...
32 min
404
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....
54 min
405
Talk Your Book: Expanding Access to Private Mar...
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 Michael Batnick’s Like us on...
33 min
406
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...
46 min
407
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...
51 min
408
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 Michael Batnick’s...
33 min
409
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...
59 min
410
Talk Your Book: Hedging the Different Types of ...
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 ...
32 min
411
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...
42 min
412
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 Michael Batnick’s Like us on And feel free to...
51 min
413
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 Michael...
35 min
414
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......
51 min
415
Talk Your Book: Investing in the Carbon Transfo...
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 Michael Batnick’s Like us on And feel...
30 min
416
Talk Your Book: Locking in Higher Yields on You...
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 Michael Batnick’s Like us on And feel...
34 min
417
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 ...
49 min
418
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...
44 min
419
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 Michael...
36 min
420
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...
45 min
421
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 Michael Batnick’s Like us on And feel free to...
31 min
422
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......
51 min
423
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. ...
40 min
424
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...
27 min
425
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...
45 min