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 7 hours 58 minutes
Individual Alpha (EP.35)
Why household equity allocations are near all-time highs, why Robinhood could be the bank of choice for Millennials, financial planning for inconsistent incomes, 10,000 baby booms retiring every day, perspective on market valuations and much more.
The Mother of All Credit Bubbles (EP.34)
some suggestions Barron's has for Warren Buffett, the latest Howard Marks letter, the "mother of all credit bubbles", why computer programmers should consider moving to the midwest, the source of the investor behavior gap, unrealistic millennial retiremen
The Oracle of Brooklyn (EP.33)
we talk about Big Mistakes in the Wall Street Journal, how retirement investors are wising up, the crazy Gen Z retirement plan, why markets haven't changed much since the late-1600s, parenting money tips and much more.
Big MIstakes (EP.32)
Michael's new book (Big Mistakes: The Best Investors and Their Worst Investments), how he came up with the idea for the book, where the value & momentum premiums come from, why investing is all about expectations & overreactions, Mary Meeker's new tech de
Stocks Are Not Bonds (EP.31)
The risks involved in concentrated stock positions, why factor investing is so hard, the limitations of historical market data, the myth of the marshmallow test, the downfall of ESPN, Michael's book of the summer and much more.
What It Takes to Be Wealthy (EP.30)
The brilliance of John Bogle, how much money people in their 30s should have saved, how different age groups define wealth, thinking outside the box for CalPERS, David Einhorn's struggles, chart crimes, mortgage rates and much more.
The Podcast Boot Camp (EP.29)
Why market bubbles have nothing to do with ETFs, the multi-millionaire secretary's secret, the massive revenue airline credit cards bring in, the mistakes you want to make as a young investor and much more.
Tesla Hathaway (EP.28)
On this week's show we discuss WeWork's community-adjusted EBITDA, Elon Musk vs. Warren Buffett & Charlie Munger, size is the enemy of outperformance, why index funds are too simple for institutional investors, why housing is a bad investment & much more.
Micro Bubbles (EP.27)
The most common ages in the US and what it means for the markets, micro bubbles in tech stocks, Amazon's Field of Dreams moment, Peter Lynch's stock picks, how our families impacted our thinking about finances and much more.
The Collaborative Podcast (EP.26)
Morgan Housel joins this week as guest host to discuss venture capital, annoying finance phrases, Disney vs. Netflix, Tesla, Jeff Bezos and much more.