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/
601
Talk Your Book: Sectors & The Business Cycle
On today's Talk Your Book we sat down with State Street's Matt Bartolini to discuss investing in different sectors of the stock market and what these sectors can tell us about where we are in the business cycle. Find complete shownotes on our...
32 min
602
Trickle Up Economics (EP.163)
On this week's show we discuss the potential for a spending boom when the pandemic is over, what happens to all of the government debt we're racking up, what happened to the middle class in America, the red hot housing market, a tough fall ahead for...
48 min
603
How to Spend Your Money (EP.162)
On this episode, we do a deep dive on budgeting, conscious spending, classflation, the two types of budgets, how to plan for infrequent expenses, how to make your budget obsolete and much more as it pertains to one of the most important topics in all...
34 min
604
The Four Most Dangerous Words (EP.161)
On this week's show we discuss the speed of bear market recoveries, signs of inflation, the hardest problem in finance right now, which stocks day traders favor, what makes investing so difficult, being right for the wrong reasons, how the real estate...
51 min
605
The Smart Money (EP.160)
On this week's show we discuss what low bond yields may be telling us, why the stock market is smarter than people give it credit for, the rise of investment newsletters, the bull market in gold, when the world will go back to normal, TikTok and...
46 min
606
The Economics of Homeownership (EP.159)
On today's show we talk about one of the most important topics in personal finance, home ownership. Michael and Ben discuss renting versus buying, how to think about starter homes, where your house fits into your retirement plan, and much more. Find...
38 min
607
S&P 5 (EP.158)
On this week's show we discuss tech stock monopolies, Microsoft potentially buying TikTok, why more people are buying houses, what to do if your friends are speculating in stocks, Vanguard vs. Robinhood, the counterintuitive nature of this recession...
52 min
608
Fixed Income Investing in a Low Rate World
On this edition of Talk Your Book we discuss the challenges of investing in a bond market will generationally low interest rates with Marvin Loh from State Street. Find complete shownotes on our blogs... Ben Carlson’s Michael Batnick’s ...
23 min
609
The Golden Age of Fraud (EP.157)
On this week's show we discuss why market cycles are happening in record time, parallels to the 1990s, speculative frenzy, anecdotal stock market signals, the red hot real estate market, commercial real estate, how work from home will change in the...
47 min
610
10,000 Day Traders (EP.156)
On this week's show we discuss new all-time lows in mortgage rates, why this is no normal recession, hopes and questions for a vaccine, Betterment vs. Robinhood, saving money when you earn a bonus and more. Find complete shownotes on our...
43 min
611
This is a Bubble (EP.155)
On this week's show we discuss the bubble behavior in Tesla, Elon Musk becoming richer than Warren Buffett, Robert De Niro is going broke, simple > complex, the home renovation boom, wealth inequality's impact on gambling, Hulu is better than...
45 min
612
The Future of Education (EP.154)
On this weeks show we discuss the two types of investing mistakes, hangovers and sunburns, when markets actually make sense, migration out of big cities, Tesla's unbelievable run, a world with no yield, the joys of indexing, options for college kids...
49 min
613
Existential Hurricane (EP.153)
On this week's show we discuss growing worries about the economy, a double-dip depression, why the Fed may have to backstop the banks, shorting commercial real estate, the dominance of the biggest tech stocks, lower interest rates for a long time,...
48 min
614
Inflation Ahead (EP.152)
On this week's show we discuss Jeremy Siegel's inflationary scenario for the market, why it's time to stop complaining about the Fed, why poverty in the US actually improved during this crisis, is this another bubble, the garbage portfolio, why this...
42 min
615
Talk Your Book: Advisor Solutions with Helios
On today's show we talk with Chris Shuba, founder and CEO of Helios Quantitative Research. Helios partners with financial advisors to create a unique and compelling asset management experience for their clients. Find complete shownotes on our blogs......
24 min
616
The Opposite of a Falling Knife (EP.151)
On this week's show we discuss who is driving market prices right now, Robinhood's PR dream, the Hertz bankruptcy story, Dave Portnoy's day-trading escapades, why active managers should be salivating right now, how private equity could turn out like...
40 min
617
Stock Market Euphoria (EP.150)
On this week's show we discuss the insane move in the stock market from the lows, the surprising unemployment numbers, underestimating the Fed, going from the Great Depression to euphoria in a matter of months, why international stocks are finally...
43 min
618
Talk Your Book: How to Make Better Financial De...
On this Talk Your Book we chat with Daniel Crosby about behavioral psychology, why we're not wired to manage money, how to improve your financial decisions and how systems and automation can help. Find complete shownotes on our blogs... Ben...
28 min
619
The Unluckiest Generation (EP.149)
On this week's show we discuss the saddest week in a long time, post-traumatic growth, 2020 vs. 1968, why working from home is a privilege, inequality in America, the explosion in the airline ETF, Carl Icahn's big losses in Hertz, teaching your...
41 min
620
Valuations Don't Matter (EP.148)
We discuss why Zoom is worth more than the 5 biggest U.S. airlines, how many of the pandemic stocks are here for good, Spotify taking over the podcast game, Amazon possibly buying JC Penney, winners and losers from the WFH trend, the summer bull...
51 min
621
Talk Your Book: Investing in Corporate Real Estate
On today's show we talk about all things related to corporate real estate in the United States. How has it been affected by COVID-19, what does the future look like, and what does it all mean for investors. Find complete shownotes on our...
29 min
622
Is the Stock Market Wrong? (EP.147)
We discuss what a potential vaccine means for stock market, we could see a bubble after this, retail bankruptcies, the food delivery business, why the stock market is so confusing right now, inequality in this crisis, active fund performance during...
46 min
623
Too Young, Too Dumb and Too Inexperienced (EP.146)
We discuss inequality among corporations, differences in the unemployed by education, the best new restaurant in the country just went out of business, why housing prices are rising during the crisis, millennials fleeing big cities, you are not...
42 min
624
Fallen Angels (EP.145)
We discuss why stocks aren't doing better in countries with a better virus response, why portfolio managers hate the Fed, how are the airlines going to survive, finding some gray area in the crisis data, food delivery price gouging, white-collar...
46 min
625
Whatever It Takes Squared (EP.144)
On this week's show we discuss Warren Buffett's annual meeting, why Berkshire didn't buy anything, crisis buzzwords, the death of commodities, retailers going out of business, the rise in credit card debt, comedy Oscars and much more. Find complete...
48 min