Animal Spirits Podcast artwork

Animal Spirits Podcast

576 episodes - English - Latest episode: 16 days ago - ★★★★★ - 1.8K ratings

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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Episodes

The Richest Country in the World (EP.351)

March 13, 2024 08:00 - 1 hour

On episode 351 of Animal Spirits, Michael Batnick and Ben Carlson discuss: one of the most resilient stock rallies ever, money market funds vs. crypto, Americans are rich, the stock market has always been concentrated, inflation at the grocery store, the biggest reason the Fed needs to cut rates, some good news for first-time homebuyers, and much more! Thanks to the Texas Small Cap Equity Index ETF ($TXSS) for sponsoring this episode. Learn more at: https://www.texascapitalbank.com/etf-funds...

Talk Your Book: The Bitcoin Halving

March 11, 2024 08:00 - 38 minutes

On today's show, Ben Carlson and Michael Batnick are joined by Chris Kuiper, Director of Research, and Matt Horne, Head of Business Development for Fidelity Digital Asset Management to discuss: the new Bitcoin ETFs, how much news is priced into Bitcoin price, what the Bitcoin halving is, how crypto and macro economics fit together, institutional adoption of Bitcoin, and much more! Find complete show notes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant...

Things Are Getting Stupid Again (EP.350)

March 06, 2024 09:00 - 1 hour

On episode 350 of Animal Spirits, Michael Batnick and Ben Carlson discuss: why the markets continue moving higher, why buy & hold is the best (and worst) strategy, how 401(k)s impact the stock market, billionaires can't complain about inflation, consumers keep consuming, the richest generation in history, crypto just won't die, why we keep seeing so many booms & busts, the best new show of 2024 and much more. Thanks to YCharts for sponsoring this episode. Check out their new Attribution Anal...

Talk Your Book: Private Investing for Fiduciaries

March 04, 2024 09:00 - 44 minutes

On today's show, Ben Carlson and Michael Batnick are joined by Jacob Miller, Co-Founder of Opto Investments to discuss: how difficult it is for RIAs to get private market exposure, the growth of private credit, and why that may be an issue, Opto's screening process for private investments, and much more! Find complete show notes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Feel free to shoot us an email at [email protected] ...

Now Show Japan (EP.349)

February 28, 2024 09:00 - 1 hour

On episode 349 of Animal Spirits, Michael Batnick and Ben Carlson discuss: where Ben stayed in the Keys, Michael's surreal experience with Eli Manning, the market needs a healthy correction, Japanese equities making a come back, good news for homebuyers, the new Costner trailer, and much more! Thanks to EZBC and Fabric for sponsoring this episode. To learn more about the Franklin Bitcoin ETF (EZBC), visit: franklintempleton.com/strategies/bitcoin-etf Join the thousands of parents who trust F...

Talk Your Book: Investing for Income

February 26, 2024 13:37 - 39 minutes

On today's show, Ben Carlson and Michael Batnick are joined by Josh Greco, Senior VP and Senior Institutional Portfolio Manager for Franklin Income Investors to discuss: asset allocation decisions within multi-asset funds, how rate changes affect portfolio yield, investors overallocation to cash, understanding convertible bonds, and much more! Learn more at: https://www.franklintempleton.com/ Learn more about INCM: https://www.franklintempleton.com/investments/options/exchange-traded-funds/p...

The Fed Should Cut Already (EP.348)

February 21, 2024 09:00 - 1 hour

On episode 348 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the people you see on every vacation, the cure for the loneliness epidemic, the biggest driver of stock market returns, the John Bogle expected returns formula, the best returning stock might surprise you, Bitcoin ETF flows, why there won't be a baby boomer retirement crisis, and much more! Thanks to YCharts for sponsoring this episode! Supercharge your client conversations with the latest and greatest data from YChar...

Talk Your Book: Putting a Floor on the Nasdaq 100

February 19, 2024 09:00 - 37 minutes

On today's show, Ben Carlson and Michael Batnick are joined by Bruce Bond, Co-Founder and CEO of Innovator Capital Management to discuss: behavioral finance, and the popularity of defined outcome products during bull markets, how equity floor ETFs work, Innovator's latest defined income ETF solutions, and much more! Find complete show notes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Feel free to shoot us an email at animalspirits@thecompo...

Talk Your Book: No Worries with Jared Dillian

February 17, 2024 09:00 - 34 minutes

On today's show, Ben Carlson and Michael Batnick are joined by Jared Dillian to discuss his new book No Worries: How To Live a Stress-Free Financial Life. Jared is the editor of The Daily Dirtnap, a daily market newsletter for investment professionals. Find complete show notes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Feel free to shoot us an email at [email protected] with any feedback, questions, recommendations, or ide...

Passive is Eating the Market (EP.347)

February 14, 2024 09:00 - 1 hour

On episode 347 of Animal Spirits, Michael Batnick and Ben Carlson discuss: why McDonald's is getting more expensive, the prospects for another bear market this year, fundamentals that drive stock returns, concentration in the S&P 500, Nvidia vs. China, tail risk strategies, consumer credit, commercial real estate, fixing youth sports, and more! Thanks to Spear Funds for sponsoring this episode. To learn more about the Spear Alpha ETF, visit: https://spear-funds.com/ Find complete show notes...

Talk Your Book: Talking Bonds at the New York Stock Exchange

February 12, 2024 09:00 - 40 minutes

On today's show recorded in person at the New York Stock Exchange, Ben Carlson and Michael Batnick are joined by Kay Herr and Rick Figuly of JP Morgan's Global Fixed Income, Currency, and Commodities group to discuss: JP Morgan's newest bond ETF offering, why JP Morgan chose the NYSE over other exchanges, what a securitized bond is and how they work, thoughts on interest rates, and much more! J.P. Morgan ETFs are distributed by JPMorgan Distribution Services, Inc. is a member of FINRA. J.P. ...

The Holy Grail of Investing (EP.346)

February 07, 2024 09:00 - 1 hour

On episode 346 of Animal Spirits, Michael Batnick and Ben Carlson discuss: concentration risk in the US stock market, economic dominance from the United States, when the Fed will cut rates, competing takes on the Apple Vision Pro, macro is hard, wage growth won't quit, why there are so many realtors, another investing book from Tony Robbins, and much more! Thanks to YCharts for sponsoring this episode! Download your copy of their ETF research and don’t forget, get 20% off your initial YChart...

Talk Your Book: Investing in Infrastructure

February 05, 2024 13:03 - 34 minutes

On today's show, Ben Carlson and Michael Batnick are joined again by Bob Long, CEO of StepStone to discuss: - What investments StepStone is making within Infrastructure - How liquidity works with infrastructure investments - The inner workings of interval funds, StepStones fees, and much more! Find complete show notes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Feel free to shoot us an email at [email protected] with any fe...

Gen Z Is on Fire (EP.345)

January 31, 2024 09:00 - 56 minutes

On episode 345 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the types of people you see on every flight in America, why new highs in the stock market are perfectly normal, why the Fed should cut rates even in a strong economy, this is more like the 1990s than the 1970s, young people are wealthier than you think, the biggest story about the economy no one is talking about, and much more! Kraneshares just released their latest content including their 2024 China outlook, 2024 Car...

Talk Your Book: What's Going on in the Bond Market?

January 29, 2024 09:00 - 37 minutes

On this episode of Talk Your Book, Michael Batnick and Ben Carlson are joined by Alex Morris, CIO of F/m Investments to discuss: 2024 rate cut possibilities, the difficulty of forecasting, and why everyone got 2023 so wrong, utilizing spreads as a forecasting tool, why solving for corporate duration can be a useful risk management tool, and much more! Find complete show notes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Feel free to shoot u...

New All-Time Highs! (EP.344)

January 24, 2024 09:00 - 1 hour

On episode 344 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the average length of bull and bear markets, what's up with small cap stocks, $8.8 trillion in cash, no show China, the vibecession is over, the softening labor market, airline credit cards, 0% rate loans, the Bitcoin ETF, and much more! Thanks to YCharts for sponsoring this episode! Get 20% off your initial YCharts Professional subscription at: https://go.ycharts.com/animal-spirits-referral Find complete show notes ...

Talk Your Book: Live at FARMCON

January 22, 2024 09:00 - 1 hour

On this episode, Michael Batnick and Ben Carlson are live at FARMCON to discuss: the macro economy and inflation in 2023 and 2024, commodity trading with legendary trader Andy Daniels, how behavioral finance affects investment decisions, and much more! Find complete show notes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Feel free to shoot us an email at [email protected] with any feedback, questions, recommendations, or ide...

The Cash-Returning Machine (EP.343)

January 17, 2024 09:00 - 1 hour

On episode 343 of Animal Spirits, Michael Batnick and Ben Carlson discuss: setting return expectations moving forward, US Large Cap stocks generating a ton of cash, a bear market in used cars, an update on Bitcoin ETFs, Great Quarter Guys, driving in a blizzard, and much more. Thanks to Nasdaq ETFs and Fabric by Gerber Life for sponsoring this episode. To learn more about Nasdaq ETF offerings, visit: https://www.nasdaq.com/solutions/nasdaq-etf-listings For more about life insurance from Fabr...

Talk Your Book: Building Portfolios with AI

January 15, 2024 09:00 - 31 minutes

On this episode, Michael Batnick and Ben Carlson are joined again by Chris Shuba, Founder and CEO of Helios Quantitative Research to discuss: the experience of a diversified investor in 2023, utilizing AI to build portfolios for advisors, Helios' latest trading service offering, and much more! Find complete show notes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Feel free to shoot us an email at [email protected] with any fe...

The Fee War Comes to Crypto (EP.342)

January 10, 2024 09:01 - 1 hour

On episode 342 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the biggest winners and losers of 2023 in the markets, short-term vs. long-term returns for stocks, why the U.S. dominates financial markets, the problem with being right once in a row, Bitcoin ETF fees, Americans are richer than you think and much more! Registration is open for Future Proof 2024! Secure your pass: here! Find complete show notes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s...

Talk Your Book: Reliable Monthly Payouts to Age 100

January 08, 2024 09:00 - 35 minutes

Mike Batnick & Ben Carlson are joined by Nate Conrad, Head of LifeX to discuss: how LifeX can earn higher yields than US Treasuries. Past performance is not indicative of future results. The material discussed has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment obj...

2024 Predictions (EP.341)

January 03, 2024 09:00 - 1 hour

On today's show we discuss 2023 market performance, a bunch of 2024 predictions, our favorite historical stock market return series, the high quality of restaurants, paying off your mortgage early, the downsides of behavioral finance, Ben's most cynical take of the year and much more. Thanks to YCharts for sponsoring this episode! Our very own Nick Maggiulli is joining YCharts' webinar on January 11th, to explore evolving market themes and potential challenges of the new year, register here:...

What Will Perform Best in 2024? (EP.340)

December 27, 2023 09:00 - 1 hour

On episode 340 of Animal Spirits, Michael Batnick and Ben Carlson discuss: Christmas arguments, green shoots in prices, 1940s vs. 1970s inflation, why we're not worried about index funds, how to save & invest in middle age, why Bitcoin is the most extreme asset, celebrating no recession in 2023, why the U.S. economy is more resilient, some Christmas movie recommendations, and much more! Thanks to YCharts for sponsoring this episode! Check out the YCharts webinar with Michael and Ben at: http...

Talk Your Book: International Growth Investing

December 25, 2023 09:00 - 31 minutes

On this episode, Michael Batnick and Ben Carlson are joined by Todd Morris, International Growth Portfolio Manager and Analyst for Polen Capital to discuss: reasons for the valuation discrepancies between international stocks and US stocks, how the dollar affects international investments, understanding cultural differences when investing outside the US, position sizing within a concentrated portfolio, and much more! Find complete show notes on our blogs... Ben Carlson’s A Wealth of Common S...

The Most Crowded Trade on Wall Street (EP.339)

December 20, 2023 09:00 - 1 hour

On episode 339 of Animal Spirits, Michael Batnick and Ben Carlson discuss: mission accomplished from the Fed, what comes after a soft landing, new highs in the stock market, small caps breaking out, the best thing we've built in America, more people own stocks than ever, the economic chart of the year, the best movie of the 2020s (so far), and much more! Thanks to AllianceBernstein and the College for Financial Planning—a Kaplan Company—for sponsoring this episode! To learn more about the Al...

Talk Your Book: What Is Private Credit?

December 18, 2023 09:00 - 36 minutes

On this episode of Talk Your Book, Ben Carlson and Michael Batnick are joined by, Marco Hanig, Managing and Founding Principal of Alternative Fund Advisors and former Principal at AQR to discuss: the basics to Private Credit, the differences between a loan and a bond, why Private Credit is earning a premium yield, and much more! To learn more visit: https://alternativefundadvisors.com/ Find complete show notes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irre...

Dunking on Doomers (EP.338)

December 13, 2023 09:00 - 1 hour

On episode 338 of Animal Spirits, Michael Batnick and Ben Carlson discuss: good news on the economy, why the stock market loves lower inflation, did Elon Musk help kill inflation, getting bullish on consumer sentiment, Netflix won the streaming war, Rich Dad/Poor Readers, timing the housing market, and much more! Thanks to YCharts and the College for Financial Planning—a Kaplan Company—for sponsoring this episode! Secure a copy of "The Top 23 Charts of 2023" deck and remember, get 20% off y...

Talk Your Book: The Companies Are Fine

December 11, 2023 09:00 - 31 minutes

On today's Talk Your Book, Ben Carlson and Michael Batnick are joined by Alex Morris, CIO and President of F/m Investments to discuss: F/m Investments Opportunistic Income ETF, interest rate risk vs. credit risk, market cap weighting bonds, knowing when to sell a bond, and much more! Learn more about F/m Investments ETFs at: https://fmetfs.com/xfix/ Find complete show notes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Feel free to shoot us...

The Ben Carlson Top (EP.337)

December 06, 2023 09:00 - 1 hour

On episode 337 of Animal Spirits, Michael Batnick and Ben Carlson discuss: Charlie Munger, how much the Fed really matters, negativity bias in America, the blame game for inflation, why you don't invest based on the headlines, narratives on bond yields, doom spending in the economy, a quiet crypto boom, and much more! This episode is sponsored by Nuveen and Kaplan Schweser. Learn more about investing with Nuveen at: https://www.nuveen.com/en-us Check out Kaplan Schweser's CFA exam prep study...

Talk Your Book: High Prices Cure High Prices

December 04, 2023 09:00 - 34 minutes

On today's Talk Your Book, Ben Carlson and Michael Batnick are joined again by Sal Gilbertie, CEO of Teucrium to discuss the golden grain cycle, the cost of production and expected long term returns for commodities, how everyone got the oil market wrong, how the US dollar affects the commodity market, and much more! Find complete show notes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Feel free to shoot us an email at animalspirits@thecompo...

$525k to be Happy (EP.336)

November 29, 2023 09:00 - 1 hour

On episode 336 of Animal Spirits, Michael Batnick and Ben Carlson discuss: why people keep spending so much money, long droughts between new highs in the stock market, the best upside AI hedge, intelligence vs. pessimism, denominator blindness with inflation, most Americans are better off, why people are unhappy at work, when it will be a good time to buy a house again, and much more! Thanks to Victory Shares for sponsoring this episode. Learn more about their Free Cash Flow ETF at: https://...

Talk Your Book: Strategic Income

November 27, 2023 09:00 - 32 minutes

On this episode, Michael Batnick and Ben Carlson are joined by Nuveen Portfolio Manager Nick Travaglino to discuss the bond market, the Fed, fixed income yields, what's goin on with interest rates, and more! Find complete show notes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Feel free to shoot us an email at [email protected] with any feedback, questions, recommendations, or ideas for future topics of conversation.   Check...

You Can't Quantify Happiness (EP.335)

November 22, 2023 09:00 - 1 hour

On episode 335 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the blowout year for the Nasdaq 100, how experience shapes investment decisions, transitory inflation arguments, where prices have risen the most, who got the biggest wage gains, why housing prices refuse to crash, where to find affordable houses, why you can't trust sentiment surveys, and much more! Thanks to YCharts for sponsoring this episode! Register for Michael and Ben's year-end wrap up at: https://ycharts.zoom...

People Love to Complain

November 15, 2023 09:00 - 1 hour

On episode 334 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the Fed's victory over inflation, what Americans get wrong about inflation, the price of iPhones is actually going down, when we get the first Fed rate cut, the rising unemployment rate, housing prices vs. recessions, Netflix movies, vests are overrated, and much more! Thanks to Amplify ETFs for sponsoring this episode. Learn more about their cash flow focused ETFs at: https://amplifyetfs.com/ Learn more about The Sm...

People Love to Complain (EP.334)

November 15, 2023 09:00 - 1 hour

On episode 334 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the Fed's victory over inflation, what Americans get wrong about inflation, the price of iPhones is actually going down, when we get the first Fed rate cut, the rising unemployment rate, housing prices vs. recessions, Netflix movies, vests are overrated, and much more! Thanks to Amplify ETFs for sponsoring this episode. Learn more about their cash flow focused ETFs at: https://amplifyetfs.com/ Learn more about The Sm...

Talk Your Book: Bitcoin Fundamentals

November 13, 2023 09:00 - 29 minutes

On today's show, Michael Batnick and Ben Carlson are joined by Chris Kuiper, Director of Research at Fidelity Digital Assets to discuss: fundamental reasons Bitcoin is outperforming in 2023, illiquid Bitcoin values and supply/demand affects on digital assets, what Ethereum's different layers represent, and much more! Find complete show notes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Feel free to shoot us an email at animalspirits@thecomp...

Finally, a Slowdown (EP.333)

November 08, 2023 09:00 - 1 hour

On episode 333 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the cooling labor market, why the 60/40 portfolio looks more attractive now, why the Fed is in a tough spot, why everyone hates this economy, how to become a millionaire, realtor commissions, reclining your seat on a plane, and much more! Thanks to YCharts for sponsoring this episode. Register for Michael and Ben's year-end wrap up at: https://ycharts.zoom.us/webinar/register/1316977225613/WN_ZwvEURfASPK06-zAxVKEWA  ...

Finally, a Slowdown

November 08, 2023 09:00 - 59 minutes

On episode 333 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the cooling labor market, why the 60/40 portfolio looks more attractive now, why the Fed is in a tough spot, why everyone hates this economy, how to become a millionaire, realtor commissions, reclining your seat on a plane, and much more! Thanks to YCharts for sponsoring this episode. Register for Michael and Ben's year-end wrap up at: https://ycharts.zoom.us/webinar/register/1316977225613/WN_ZwvEURfASPK06-zAxVKEWA  ...

Talk Your Book: Betting on Duration

November 06, 2023 09:00 - 33 minutes

On today's show, Michael and Ben are joined by Alex Morris, Co-Founder and CIO of the US Benchmark Series to discuss: making bets on duration, risks on the short and long end of the treasury curve, finding asymmetries in the fixed income market, and much more!    Find complete show notes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Feel free to shoot us an email at [email protected] with any feedback, questions, recommendatio...

The Biggest Rug Pull of Our Lives (EP.332)

November 01, 2023 08:00 - 48 minutes

On episode 332 of Animal Spirits, Michael Batnick and Ben Carlson discuss: why so many people hate this economy, anecdotes vs. data, a depression in the mortgage industry, the good news about falling stock prices, small caps look cheap, consumers need a recession, and much more! Thanks to Kaplan Schweser for sponsoring this episode. Learn more about how they can help you prepare for the CFA at: https://www.schweser.com/cfa?utm_source=animal_spirits_podcast&utm_medium=podcast&utm_campaign=inf...

Talk Your Book: Investing in Luxury

October 30, 2023 08:00 - 32 minutes

On today's show, Michael and Ben are joined by Brendan Ahern, CIO of Kraneshares to discuss: the creation of Kraneshares Luxury ETF, demographic trends and utilizing the wealth affect, challenges in investing in international markets, luxury dynamics in a recession, and much more!    Find complete show notes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Feel free to shoot us an email at [email protected] with any feedback, que...

Higher for Longer (EP.331)

October 25, 2023 08:00 - 1 hour

On episode 331 of Animal Spirits, Michael Batnick and Ben Carlson discuss: higher growth and higher rates vs. lower growth and lower rates, why there is so much focus on 60/40 portfolios, bears vs. doomers, the annoyance economy, why no one is happy about the economy right now (or ever), a record jump in net worth, renting vs. buying, and much more! Thanks to YCharts for sponsoring this episode. To learn more about their advisor resources and tax efficient investing, visit: https://go.ychart...

Talk Your Book: Equities With Guardrails

October 23, 2023 08:00 - 31 minutes

On today's show, Michael and Ben are joined by Hamilton Reiner, MD, PM, and Head of US Equity Derivatives at J.P. Morgan Asset Management to discuss: how hedging ladders provide downside protection, the goal of the HELO ETF, hedged equity strategies vs traditional 60/40 portfolios, the impact of volatility on the strategy, and much more!    Find complete show notes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Feel free to shoot us an email a...

Does Government Debt Matter? (EP.330)

October 18, 2023 08:00 - 1 hour

On episode 330 of Animal Spirits, Michael Batnick and Ben Carlson discuss: inflation coming down, the continued strength of the US consumer, Howard Marks on investing for a sea change, the risk-reward in bonds, what would happen if the US government paid off its debts, EMH in crypto, the worst case scenario for the housing market, and much more! Thanks to iShares for sponsoring this episode. To learn more about the iShares Semiconductor ETF (SOXX), visit: https://www.ishares.com/us/products/...

Talk Your Book: The All-In-One Home Equity Loan

October 16, 2023 08:00 - 32 minutes

On today's show, Michael and Ben are joined by Jason Anderson, Regional Vice President of Northpointe Bank NMLS# 243209 to discuss: the All-In-One Loan, how interest rates affect home equity lines of credit, who this product may or may not benefit, the dangers of financial engineering, and much more!    Find complete show notes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Feel free to shoot us an email at [email protected] with any...

The Worst Bear Market Ever (EP.329)

October 11, 2023 08:00 - 1 hour

On episode 329 of Animal Spirits, Michael Batnick and Ben Carlson discuss: why long-term bond yields are rising, the worst bond market sell-off in history, when good news is bad news for the economy, continued strength in the labor market, boomers are holding up the economy, Michael Lewis book review, why millennials are more prepared for retirement, and much more! Today's episode is sponsored by our friends at YCharts! Start your free trial and get 20% off your first subscription at: https:...

Talk Your Book: Investing in Music

October 09, 2023 08:00 - 36 minutes

On today's show, Michael and Ben are joined by David Schulhof, Founder and CEO of MUSQ to discuss: what the MUSQ ETF is comprised of, whether or not the music industry is undervalued, the affect Taylor Swift is having on the economy, how AI and blockchain technology might impact the music industry, and much more! Learn more at: https://www.musqetf.com/    Find complete show notes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Feel free to sho...

Yolo Spenders (EP.328)

October 04, 2023 08:00 - 59 minutes

On episode 328 of Animal Spirits, Michael Batnick and Ben Carlson discuss: crazy moves in US Treasuries, how prepared the consumer is for a recession, more positive data on inflation, Michael Lewis and the SBF situation, dark meat chicken, the best 80s movies, and much more! Nuveen has provided investment excellence for 125 years. Visit https://www.nuveen.com to learn more. The CFA Program is very difficult, but Kaplan Schweser can help you prepare. Visit https://www.schweser.com/ to learn m...

Talk Your Book: Compounding Machine

October 02, 2023 08:01 - 37 minutes

Description: On today's show, we spoke with Eric Crittenden, CIO of Standpoint Asset Management to discuss: The creation and use of trend following, market changes over time, understanding what investors need vs. what they want, utilizing a mutual fund wrapper instead of an ETF, and much more! Learn more with the Monthly Update: https://www.standpointfunds.com/monthly-update and https://www.standpointfunds.com/ Find complete show notes on our blogs... Ben Carlson’s A Wealth of Common Sense ...

House Poor (EP.327)

September 27, 2023 08:01 - 1 hour

On today's show we discuss higher for longer, soft landings, why nothing has broken yet in the economy, where the housing bubbles are, why it's harder than ever to outperform the market, gambling vs. day trading, NFTs are worthless and much more! Today's episode is sponsored by our friends at YCharts! Start your free trial and get 20% off your first subscription at: https://go.ycharts.com/animal-spirits-referral Find complete show notes on our blogs... Ben Carlson’s A Wealth of Common Sense...

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