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/

https://awealthofcommonsense.com/podcast/

Eine durchschnittliche Folge dieses Podcasts dauert 39m. Bisher sind 593 Folge(n) erschienen. .

Gesamtlänge aller Episoden: 16 days 21 hours 54 minutes

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New All-Time Highs! (EP.344)


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...


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 January 24, 2024  1h5m
 
 

Talk Your Book: Live at FARMCON


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 animalspirits@thecompoundnews...


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 January 22, 2024  1h12m
 
 

The Cash-Returning Machine


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...


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 January 17, 2024  1h3m
 
 

Talk Your Book: Building Portfolios with AI


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 animalspirits@thecompoundnews...


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 January 15, 2024  31m
 
 

The Fee War Comes to Crypto (EP.342)


On today's show we 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.....


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 January 10, 2024  1h7m
 
 

Talk Your Book: Reliable Monthly Payouts to Age 100


On today's show, Michael Batnick and Ben Carlson are joined by Nate Conrad, Head of LifeX to discuss: how LifeX can earn higher yields than US Treasuries, how payouts differ depending on investor age, utilizing the LifeX income fund within a portfolio, and much more!  Past performance is not indicative of future results...


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 January 8, 2024  35m
 
 

2024 Predictions (EP.341)


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...


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 January 3, 2024  1h2m
 
 

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


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...


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 December 27, 2023  1h1m
 
 

Talk Your Book: International Growth Investing


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.....


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 December 25, 2023  31m
 
 

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


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...


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 December 20, 2023  1h15m