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/

Business
Investing
News
426
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   Michael Batnick’s   Like us on   And feel free to shoot us...
24 min
427
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...
48 min
428
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...
28 min
429
NFTs
On today's show we speak with Audiograph's Quinn Stearns about start-ups, founding a company, creating communities for podcasts and why we made Animal Spirits NFTs.   Find complete shownotes on our blogs...  Ben Carlson’s   Michael...
28 min
430
Can the Markets Cause a Recession (EP.249)
On this week's show we discuss the crazy moves in interest rates, mortgage rates going much higher, how to think about bond yields right now, why the U.S. consumer will keep spending even with higher prices, the housing market is very unhealthy right...
46 min
431
Listener Mailbag
On today's show we clean out the inbox to answer questions from the listeners about Roth IRAs, producing content, international diversification, asset allocation, leveraged ETFs and more.   Find complete shownotes on our blogs...  Ben...
39 min
432
Is a Recession Bullish For Tech Stocks? (EP.248)
On today's show we discuss the probability for a recession, crazy commodities prices, housing as a commodity, rising mortgage rates, why dogs are so awesome, the new Batman movie and much more.   Find complete shownotes on our blogs...  Ben...
48 min
433
Talk Your Book: How Advisors Can Manage 401k Ac...
On today's Talk Your Book we spoke with Dave Goldman from Pontera about helping advisors manage held away accounts for clients. Find complete shownotes on our blogs...  Ben Carlson’s   Michael Batnick’s   Like us on   And feel...
27 min
434
Talk Your Book: The Craziest Commodities Market...
On today's special edition of Talk Your Book, we spoke with Sal Gilbertie from Teucrium Agriculture ETFs about what's going on in the commodities market. Find complete shownotes on our blogs...  Ben Carlson’s   Michael Batnick’s  ...
31 min
435
More Sellers Than Buyers (EP.247)
On this week's show we discuss a bear market brewing in the stock market, the stock market now vs. 1900, the impact of higher gas prices on consumer sentiment, crazy commodities prices, energy stocks, housing prices and more.   Find complete...
41 min
436
The Financial Rails of the Future
On today's show we spoke with Meow co-founder Brandon Arvanaghi about how companies and advisors can earn higher yields on their cash in crypto. Find complete shownotes on our blogs...  Ben Carlson’s   Michael Batnick’s   Like us...
25 min
437
A Moral Margin Call  (EP.246)
On today's show we discuss investing during a war, the biggest questions we have right now, why it's impossible to predict the future, the rising potential for a financial crisis, how to win during a market correction and more. Find complete...
51 min
438
The Craziest Housing Market Ever (EP.245)
On today's Animal Spirits, we discuss the growth stock sell-off getting real, differences between now and the end of the dot-com bubble, why savings account yields aren't going up yet, inequality in the housing market, the best time to buy a house and...
44 min
439
Talk Your Book: Managing Risk Like an Actuary
On today's Talk Your Book, we had Julian Koski from New Age Alpha back on to explain the H Factor and how it helps evaluate individual stocks. Find complete shownotes on our blogs...  Ben Carlson’s   Michael Batnick’s   Like us on...
30 min
440
Starting a Crypto Hedge Fund
On today's show we spoke with Leigh Drogen from Starkiller Capital about starting a crypto hedge fund. Find complete shownotes on our blogs...  Ben Carlson’s   Michael Batnick’s   Like us on   And feel free to shoot us an...
33 min
441
Boomflation or a Recession? (EP.244)
On this week's show we discuss the latest inflation numbers, the Fed's conundrum, why corporations have the upper hand with inflation, bullish on Disney, BlockFi's SEC fine and much more.   Find complete shownotes on our blogs...  Ben...
57 min
442
Inflation at Disney World (EP.243)
On today's show we talk about the huge moves after earnings, why people don't change their consumption habits, Ben's trip to Disney World, and much more   Find complete shownotes on our blogs... Ben Carlson’s Michael Batnick’s Like us on ...
51 min
443
Talk Your Book: Disruption as an Asset Class
On today's Talk Your Book, we spoke with Kristof Gleich and Spenser Lerner from Harbor Capital about owning and managing portfolios with innovation stocks.   Find complete shownotes on our blogs... Ben Carlson’s Michael Batnick’s Like us on...
39 min
444
Stocks Work Best at Night (EP.242)
On today's show we discuss the market correction, why stock-picking is so difficult, small caps in a bear market, Bitcoin to $1 million, the Fed inverting the yield curve and more. Find complete shownotes on our blogs... Ben Carlson’s Michael...
52 min
445
Listener Mailbag
On today's episode we answer questions from the listeners with a little help from Rocket Dollar CEO Henry Yoshida.   Find complete shownotes on our blogs... Ben Carlson’s Michael Batnick’s Like us on And feel free to shoot us an email at...
40 min
446
A Lightning Fast Correction (EP.241)
On this week's show we discuss what we love about market corrections, why people assume they can guess what comes next with the stock market, parallels between the growth stock sell-off and the end of the Go-Go Years, the crypto crash and much more....
53 min
447
25 Million New Brokerage Accounts (EP.240)
On this week's show we discuss the retail investor takeover of the stock market, ARKK's performance woes, the impact of higher mortgage rates on the housing market, peak Silicon Valley and more. Find complete shownotes on our blogs... Ben Carlson’s ...
53 min
448
Talk Your Book: Investing in Sustainability
On today's Talk Your Book we spoke with Jim Madden from Calamos Investments about ESG investing and how it's changing the investment landscape.    Find complete shownotes on our blogs... Ben Carlson’s Michael Batnick’s Like us on ...
26 min
449
Is the Fed Trapped? (EP.239)
On today's show we discuss 3 bearish scenarios for the stock market, why the Fed could be in a tight spot, growth stocks getting wrecked, the next step for NFTs, critics vs. the audience on Rotten Tomatoes and much more.   Find complete shownotes...
53 min
450
Talk Your Book: Options Are Eating the Stock Ma...
On today's show we had Paul Kim from Simplify ETFs back on to discuss how RIAs are dealing with a low interest rate environment, dipping your toe into crypto, using options and leverage responsibly in a portfolio and more.   Find complete...
33 min