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/
451
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
452
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
453
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
454
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
455
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
456
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
457
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
458
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
459
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
460
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
461
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
462
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
463
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
464
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
465
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
466
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
467
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
468
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
469
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
470
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
471
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
472
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
473
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
474
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
475
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