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/
551
A Shortage of Everything (EP.204)
On 's show we discuss Elon Musk's crypto tweets, why bitcoin is falling, some context behind the inflation numbers, the weirdest economy ever, why used car prices spiked, what happened to comedies and much more. Find complete shownotes on...
54 min
552
Growth at a Reasonable Price
On 's show, the guys talk with Clay Gardner of Titan, an actively managed investment solution that is trying to disrupt mutual funds. Find complete shownotes on our blogs... Ben Carlson’s Michael Batnick’s Like us on And feel free...
43 min
553
Bubbles Are Forever (EP.203)
On this week's show we discuss the huge miss in the job's report, why stock market valuations are so hard to use today, why we need to build more houses, the insane spike in lumber prices, the downfall of growth stocks, the most intimidating movie...
48 min
554
We Should Be in a Bubble (EP.202)
On this week's show we discuss the roommate theory, Bill Murray, the massive scale of the 5 big tech stocks, rational vs. irrational bubbles, pros and cons of Robinhood, crypto going off and much more. Find complete shownotes on our blogs... Ben...
47 min
555
The YOLO Economy (EP.201)
On this week's show we discuss the crypto crash, setting return expectations, make life changes because of the pandemic, cynical thinking because of the internet, taxes vs. the stock market and more. Find complete shownotes on our blogs... Ben...
43 min
556
The Dumbest Week Ever (EP.200)
On this week's show we talk about dogecoin, the crypto crash, money-losing companies, buyers of second homes, why 2008 broke so many brains, a shortage of homeowners, a new idea for Airbnb and more. Find complete shownotes on our blogs... Ben...
44 min
557
A Shortage of Workers (EP.199)
On today's show we discuss housing bubble talk, huge fund inflows into stocks, gains for the bottom 50%, shortages, inflation and investing in collectibles. Find complete shownotes on our blogs... Ben Carlson’s Michael Batnick’s Like us...
43 min
558
Listener Mailbag
On today's Animal Spirits, Michael and Ben answer listener questions. Everything from personal finance to real estate to investments, and everything in-between. Keep the emails coming! Find complete shownotes on our blogs... Ben Carlson’s Michael...
43 min
559
Housing Bubble 2.0?
On today's show we discuss the rise in Gen Z traders, how retail investors are impacting the market, the 4 types of Robinhood traders, the dependability of market cycles, going from being a saver to being a spender and more. Find complete...
51 min
560
The Active Management Resurgence (EP.197)
On today's show we discuss the most bullish thing about the stock market right now, the catalyst for value beating growth, when the smart money is really dumb, the relationship between inflation and wealth inequality, the best time ever to found a...
52 min
561
Talk Your Book: Investing in the Gig Economy
On today's Talk Your Book we speak with David Dziekanski, portfolio manager for the SoFi Gig Economy ETF. Find complete shownotes on our blogs... Ben Carlson’s Michael Batnick’s Like us on And feel free to shoot us an email at with any...
30 min
562
An Affordability Crisis (EP.196)
On today's show we discuss rising real estate prices, how the work from home trend could impact housing, working at Goldman Sachs, the income required to be considered rich, benchmarking your retirement savings to your peers and more. Find complete...
55 min
563
Talk Your Book: The Case for Emerging Markets
On today's Talk Your Book we spoke with Nick Niziolek from Calamos Investments about the potential for emerging markets in the coming years. Find complete shownotes on our blogs... Ben Carlson’s Michael Batnick’s Like us on And feel...
37 min
564
Super Bullish (EP.195)
On this week's show we talk about taking cash out of your house, the coming economic boom, why the Fed isn't printing as much money as you think, Beeple's $69 million NFT, why commodities aren't setting up for a supercycle, and more. Find...
48 min
565
Talk Your Book: Investing in Freedom
On today's show we speak with Perth Tolle of Life + Liberty Indexes about freedom as an investment factor. Find complete shownotes on our blogs... Ben Carlson’s Michael Batnick’s Like us on And feel free to shoot us an email at with any...
25 min
566
The Recession is Over (EP.194)
On this week's show we discuss the wreckage in growth stocks, the outperformance of value, what the massive fiscal stimulus plan means for the economy, the inflation worry, the enemy of ARK, comedy sequels and more. Find complete shownotes on...
47 min
567
Talk Your Book: The Most Ambitious ETFs
On today's Talk Your Book we chat with Simplify Asset Management CEO Paul Kim about creating ETFs that are concentrated, enhance the upside and protect the downside. Find complete shownotes on our blogs... Ben Carlson’s Michael Batnick’s ...
32 min
568
Never Bet Against America (EP.193)
On this week's show we discuss the recent rise in interest rates, how much rates really matter to the markets, the latest Buffett shareholder letter, when value stocks turn into momentum stocks, bubble debates and more. Find complete shownotes...
48 min
569
Talk Your Book: Investing in Moonshots
On today's Talk Your Book, we spoke with Direxion's Dave Mazza about the Direxion Moonshot ETF and how to invest in the most innovative companies. Find complete shownotes on our blogs... Ben Carlson’s Michael Batnick’s Like us on And...
28 min
570
The Beanie Baby Bubble (EP.192)
On today's show we discuss the collectibles boom, similarities and differences to the Beanie Baby boom of the late-1990s, NBA Top Shot, ISAs for pro athletes and more. Find complete shownotes on our blogs... Ben Carlson’s Michael Batnick’s Like...
47 min
571
Listener Mailbag
On this episode, we cleaned out our inbox to answer questions from listeners about retirement, personal finance, investing, markets, careers, and more. Find complete shownotes on our blogs... Ben Carlson’s Michael Batnick’s Like us on ...
40 min
572
Bidding Wars (EP.191)
On today's show, we discuss food delivery as a viable business, SPACs vs IPOs, the new benchmark for tech companies, the red hot real estate market, Bryan Cranston vs Tom Hanks, and more. Find complete shownotes on our blogs... Ben Carlson’s ...
40 min
573
Talk Your Book: The Madness of crowds
On today's show, the guys talk to Daniel Crosby, PhD, the Chief Behavioral Officer of Orion Advisor Solutions about some of the craziest few weeks in stock market history. Find complete shownotes on our blogs... Ben Carlson’s Michael...
30 min
574
Money Tree (EP.190)
On this week's episode we discuss Elon Musk becoming the new Warren Buffett, companies putting bitcoin on their balance sheet, the Mount Rushmore of CEOs, NFTs and trading cards, tapping your home equity and more. Find complete shownotes on our...
51 min
575
Talk Your Book: Commission-Free Insurance
On today's show, the guys talk with David Lau from DPL Financial Partners about how they're improving the insurance sales for advisors and their clients. Find complete shownotes on our blogs... Ben Carlson’s Michael Batnick’s Like...
36 min