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/

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Investing
News
476
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
477
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
478
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
479
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
480
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
481
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
482
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
483
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
484
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
485
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
486
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
487
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
488
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
489
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
490
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
491
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
492
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
493
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
494
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
495
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
496
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
497
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
498
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
499
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
500
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