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 10 hours 12 minutes
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:...
Talk Your Book: Investing in Music
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.....
Yolo Spenders (EP.328)
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 more...
Talk Your Book: Compounding Machine
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.....
House Poor (EP.327)
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.....
Talk Your Book: Where Leverage Comes From
On today's show, we are joined by Ed Egilinsky, Managing Director and Head of Alternatives at Direxion to discuss: How leverage is created within leveraged ETFs, Why leveraged ETFs should not be held long-term, Investing in China, Using ETF flows as a trading signal, Direxions tactical commodity ETF, Diversifying Nasdaq exposure with equal weight ETFs, and much more! Learn More at: https://www.direxion.com/ Find complete show notes on our blogs.....