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/
Gesamtlänge aller Episoden: 17 days 6 hours 15 minutes
Finally, a Slowdown
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...
Talk Your Book: Betting on Duration
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 animalspirits@thecompoundnews...
The Biggest Rug Pull of Our Lives (EP.332)
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...
Talk Your Book: Investing in Luxury
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 animalspirits@thecompoundnews...
Higher for Longer (EP.331)
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.ycharts...
Talk Your Book: Equities With Guardrails
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.....
Talk Your Book: The State of Venture Capital
On today's show, Michael and Ben are joined by Samir Kaji, CEO, President, and Co-Founder of Allocate to discuss: what start-up prices look like today, if the free money era is gone forever, VC return dynamics and the power law, 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 animalspiritspod@gmail...
Does Government Debt Matter? (EP.330)
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...
Talk Your Book: The All-In-One Home Equity Loan
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 animalspiritspod@gmail...
The Worst Bear Market Ever (EP.329)
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:...