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
When Money Becomes a Liability (EP.296)
59 min
402
Talk Your Book: Bitcoin Doesn't Know It's Price
31 min
403
Ready to Pop (EP.295)
50 min
404
Talk Your Book: The Prophet of Capital Preserva...
37 min
405
Benjamin Graham Disciple (EP.294)
54 min
406
Talk Your Book: The Long and Short of Commodities
28 min
407
Is the Stock Market Getting Ahead of Itself? (E...
59 min
408
Talk Your Book: The Biggest Short Squeeze of Al...
36 min
409
Is a Soft Landing Inflationary? (EP.292)
53 min
410
Talk Your Book: Investing in Fallen Angels
30 min
411
What's the negative catalyst? (EP.291)
54 min
412
Talk Your Book: What Makes an Index Fund Work
31 min
413
10 Predictions For 2023 (EP.290)
49 min
414
[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
415
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
416
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
417
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
418
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
419
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
420
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
421
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
422
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
423
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
424
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
425
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