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/
Talk Your Book: Investing in Single Stock Futures
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Tim McCourt of CME Group to discuss: how single stock futures work, 23/5 trading hours, leverage, hedging 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 ideas for future topics of conversation.
Check out the latest in financial blogger fashion at The Compound shop: https://idontshop.com
Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here:
https://ritholtzwealth.com/podcast-youtube-disclosures/
The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management
It's a Bloodbath (EP. 487)
On episode 487, Michael Batnick and Ben Carlson discuss: AI debt concerns, Coreweave's Rocky IV moment, the 2020s appetite for risk, the Railway boom analogy, carnage under the surface of the stock market, the average stock this year, valuations are falling everywhere, how the stock market has changed, the lottery tickets that didn't hit, billionaires giving away money, baby boomers don't want to pay property taxes and more.
This episode is sponsored by WisdomTree. To learn more about USFR, visit https://www.wisdomtree.com/us/products/fixed-income/usfr
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Talk Your Book: The Case for Value and Momentum
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Lance Humphrey from Victory Capital to discuss: why factors like value and momentum are stronger when combined, some red flags when performing due diligence on quantitative strategies, the right number of holdings for an active strategy 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 out the latest in financial blogger fashion at The Compound shop: https://idontshop.com
Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here:
https://ritholtzwealth.com/podcast-youtube-disclosures/
The Compound Media, Incorporated, an affiliate of
Are Higher Rates Worse Than ZIRP? (EP. 486)
On episode 486, Michael Batnick and Ben Carlson discuss: stock market concentration worries, how to hedge AI market risk, maxing out your 401k, who got richer this decade, AI is crowding out the economy, tariffs didn't work, higher rates are crushing the housing market, why people love parlays and longshot bets, Rotten Tomatoes inflation and more.
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This episode is sponsored by ProShares and Janus Henderson Investors.
Explore their full range of ETFs and market insights at ht...Talk Your Book: Will AI Debt Cause a Recession?
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by JP Morgan's Bill Eigen to discuss: how to be opportunistic in the bond market, why cash is still attractive, the cause of the next recession, tech companies gorging on debt 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 out the latest in financial blogger fashion at The Compound shop: https://idontshop.com
Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here:
https://ritholtzwealth.com/podcast-youtube-disclosures/
The Compound Media, Incorporated, an affiliate of
Sudden Wealth Syndrome (EP. 485)
On episode 485, Michael Batnick and Ben Carlson discuss: what can stop the hyperscalers from spending, why the stock market is neat all-time highs again, speedball capitalism, how capex cycles work, it's a high beta decade, how to lie with statistics, young people are going to be fine, the top 0.1% is really rich, the problem with getting rich young, private markets are overvalued, no more dinner parties and more.
This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+, Fidelity’s most powerful trading platform yet and Federated Hermes.
Learn more at http://www.fidelity.com/TraderPlus ...Talk Your Book: How Higher Rates Are Re-Shaping Commercial Real Estate
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Jerry Baglien from Benefit Street Partners to discuss: investing in real estate, higher mortgage rates, the office bear market, how higher rates impact returns and more.
To learn more, visit: credopp.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 shoot us an email at [email protected] with any feedback, questions, recommendations, or ideas for future topics of conversation.
Check out the latest in financial blogger fashion at The Compound shop: https://idontshop.com
Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here:
https://ritholtzwealth.com/podcast-youtube-disclosures/
The Compound Media, Incorporated, an affiliate of
Will Higher Rates Kill the Stock Market? (EP. 484)
On episode 484, Michael Batnick and Ben Carlson discuss: the stock market has an excuse to sell off, valuations are falling across the board, the cause of the next correction, 5% bond yields, the worst bond market of all-time, incomes are rising, the wealth effect is real, AI personal assistants, the Consumer Inertia basket of stocks, 7% mortgage rates, the fall of the creative class, the 100 best TV shows this century and more.
This episode is sponsored by YCharts and Janus Henderson Investors.
Visit https://go.ycharts.com/animal-spirits to get 20% off your initial YCharts Professional subscription, new customers only. Vi...Talk Your Book: The Next Generation of Income Strategies
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Mike Laughlin from Janus Henderson to discuss: the mechanics of autocallable and stability notes, how these options generate income, the risks and trade-offs of structured income ETFs 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 out the latest in financial blogger fashion at The Compound shop: https://idontshop.com
Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here:
https://ritholtzwealth.com/podcast-youtube-disclosures/
The Compound Media, Incorporated, an affiliate of
The Wobbly House of Cards (EP. 483)
On episode 483, Michael Batnick and Ben Carlson discuss: the interconnected hyperscalers, AI's risk to the economy, the chart of the year, Nvidia's valuation, Meta's personal assistant, $186 trillion in household wealth, 10 year return projections, the case for owning bonds, why the Fed raised rates, Bitcoin's comeback, fixing the housing crisis is harder than it sounds, the best movie of the 1980s and more.
This episode is sponsored by Nuveen. Visit https://www.nuveen.com/positioning to learn more and to sign up for a custom portfolio analysis.
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Talk Your Book: Price Is the Ultimate Factor
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Bill Mann from Motley Fool Asset Management to discuss: investing in the momentum factor, the Noah Principle, AI's impact on herd behavior, how this cycle ends 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 out the latest in financial blogger fashion at The Compound shop: https://idontshop.com
Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here:
https://ritholtzwealth.com/podcast-youtube-disclosures/
The Compound Media, Incorporated, an affiliate of
How to Talk To Your Clients About Ray Dalio (EP. 482)
On episode 482, Michael Batnick and Ben Carlson discuss: AI human extinction fears, the biggest AI risks, why things go viral, why the stock market is so confusing right now, how to think about bearish hedge fund managers, why bonds offer a good deal right now, Fed rate hikes, government debt fears and more live from Future Proof in Huntington Beach, CA.
This episode is sponsored by Betterment Advisor Solutions and Janus Henderson.
Learn more about Betterment Advisor Solutions at https://betterment.com/advisorsInvesting in a Brighter Future Together. Visit https://www.janushenderson.com/ for...
Talk Your Book: Why Aren't There More IPOs?
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Christian Munafo from VanEck to discuss: AI IPOs, the trouble facing unicorn late stage growth companies, the liquidity problem for private market investors, secondary transactions, where to find value in today's market 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 out the latest in financial blogger fashion at The Compound shop: https://idontshop.com
Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here:
https://ritholtzwealth.com/podcast-youtube-disclosures/
The Compound Media, Incorporated, an affiliate of
Everywhere Millionaires (EP. 481)
On episode 481, Michael Batnick and Ben Carlson discuss: how bull market gains have changed the markets, AI is crowding everything else out, when the next financial crisis will hit, Ray Dalio keeps scaring investors, the earnings boom, a buying opportunity for bonds, the American Dream is still alive and well, is college worth the cost, why AI isn't impacting the labor market, the most important financial asset for retirees, theme parties and more.
This episode is sponsored by CME Group. To learn more about E-nano futures, visit: https://www.cmegroup.com/enano
Please take ou...
Talk Your Book: AI Winners & Losers
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Alger's Dan Chung to discuss: investing in concentrated portfolios, what it's like picking stocks during a boom, sorting through the winners & losers in AI, Meta vs. Google 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 out the latest in financial blogger fashion at The Compound shop: https://idontshop.com
Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here:
https://ritholtzwealth.com/podcast-youtube-disclosures/
The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management
The Next Michael Burry (EP. 480)
On episode 480, Michael Batnick and Ben Carlson discuss: the AI debt binge, no recessions for the rest of the 2020s, Kevin Warsh thoughts on the economy, the dead cat bounce in software stocks, bull market M&A deals, no one cares about dividends anymore, rising yields are a good thing, AI civilizations, Gen Z will be buying houses, Tom Cruise remakes and more.
This episode is sponsored by YCharts and Vanguard.
To learn more about YCharts Future Proof session and get 20% off your initial YCharts Professional subscription, visit https://go.ycharts.com/future-proof-2026 (new customers on...Talk Your Book: Cash Was Easy… Now What?
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Brandon Clark from Federated Hermes to discuss: generating income in your portfolio, using options inside of ETFs for higher income potential, the impact of taxes on fixed income products 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 ideas for future topics of conversation.
Check out the latest in financial blogger fashion at The Compound shop: https://idontshop.com
Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here:
https://ritholtzwealth.com/podcast-youtube-disclosures/
The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management
Are Free Markets Dead? (EP. 479)
On episode 479, Michael Batnick and Ben Carlson discuss: the Treasury bond buybacks, Stanley Druckenmiller's op-ed, the real government debt risk, the most hated asset class in the world, why Bitcoin woke up, the end of the Go-Go years, finance bros are having a moment, private market fraud, the high cost of housing and transportation, Jean-Claude Van Damme and more.
This episode is sponsored by YCharts. To learn more and get 20% off your initial YCharts Professional subscription, visit https://go.ycharts.com/future-proof-2026 (new customers only).
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Talk Your Book: The Alternative to Alternatives
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Matt Radgowski from Halo to discuss: the structured notes space, how AI is improving reporting capabilities, how advisors use structured notes in client portfolios, the impact of defined outcome ETFs 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 ideas for future topics of conversation.
Check out the latest in financial blogger fashion at The Compound shop: https://idontshop.com
Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here:
https://ritholtzwealth.com/podcast-youtube-disclosures/
The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management
The Best Bear Case on AI (EP. 478)
On episode 478, Michael Batnick and Ben Carlson discuss: one of the greatest bull markets of all time, falling valuations, why young people gamble, financial nihilism, the next recession, $3 trillion in money markets, when bond yields compete with stocks, debating AI outcomes, NHL ETFs, renting vs. buying, rich sports owners in trouble, breaking even at the blackjack table and more.
This episode is sponsored by YCharts and Vanguard.
To start a free trial and get 20% off your initial YCharts Professional subscription (new customers only) visit: https://go.ycharts.com/animal-spirits To learn more about Vanguard bonds...Talk Your Book: The Most Important Thing Nobody Owns
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Steve Schoffstall from Sprott ETFs to discuss: investing in critical materials, how technology shapes commodity demand, how to invest in the future and much more.
To learn more, visit Sprott.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 shoot us an email at [email protected] with any feedback, questions, recommendations, or ideas for future topics of conversation.
Check out the latest in financial blogger fashion at The Compound shop: https://idontshop.com
Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here:
https://ritholtzwealth.com/podcast-youtube-disclosures/
The Compound Media, Incorporated, an affiliate of
Depressed Day Traders (EP. 477)
On episode 477, Michael Batnick and Ben Carlson discuss: new all-time highs in the stock market, AI is the only thing that matters, emerging markets are cheap, 1987 crash calls, things rich people and poor people have in common, day trading is hard, how often you should check your portfolio, early retirement, housing market recessions and much more.
This episode is sponsored by Xtrackers by DWS. Find out more at http://xtrackers.com/
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Talk Your Book: Why Momentum Investing Works
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by John Lewis from Nasdaq Dorsey Wright to discus: how the momentum factor works, why it works, how to implement it correctly and where the diversification benefits can help.
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 out the latest in financial blogger fashion at The Compound shop: https://idontshop.com
Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here:
https://ritholtzwealth.com/podcast-youtube-disclosures/
The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management
When Genius Failed, Again (EP. 476)
On episode 476, Michael Batnick and Ben Carlson discuss: a crazy month in the stock market, Situational Awareness, leverage always gets you, the semiconductor crash, 60/40 will never die, the behavior gap lives, One Wish Willow for the economy, a theory about the Fed, the economy is still booming, apathy for Bitcoin, the biggest movie weekend ever and much more.
This episode is sponsored by YCharts. To get your copy of Top 10 Visuals, and receive 20% off your first YCharts Professional subscription through Animal Spirits. Visit https://go.ycharts.com/animal-spirits (Offer valid for new customers only.)<...
45 Million Rich Households (EP. 475)
On episode 475, Michael Batnick and Ben Carlson discuss: a good sign for the bull market, semoconductor stocks crashing, why valuations keep falling, everyone is bearish about bonds, South Korea traders, how big SpaceX could get, why people keep spending money, Netflix is still dominating streaming, why there aren't more IMAX theaters and more.
This episode is sponsored by YCharts and Calamos.
To learn more and get 20% off your initial YCharts Professional subscription to take Y for a spin (new customers only), visit https://go.ycharts.com/animal-spirits To learn more about CAIE, visit...Talk Your Book: Is Crypto Dead?
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Grayscale's Krista Lynch to discuss: the current sentiment surrounding crypto, Hyperliquid, building out the crypto infrastructure, what happened to Ethereum, stablecoins 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 out the latest in financial blogger fashion at The Compound shop: https://idontshop.com
Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here:
https://ritholtzwealth.com/podcast-youtube-disclosures/
The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management
Say Bubble One More Time. I Dare You! (EP. 474)
On episode 474, Michael Batnick and Ben Carlson discuss: the bloodbath in certain tech stocks, investor behavior in South Korea, a normal market environment, the Mag 7 shine has worn off, Nike lost its moat, why we don't have recessions anymore, boomers aren't downsizing, stocks vs. housing as an investment, Netflix is crashing, movies are back, and more.
This episode is sponsored by YCharts and Vanguard.
To learn more and get 20% off your initial YCharts Professional subscription to take Y for a spin (new customers only), visit https://go.ycharts.com/animal-spirits To learn more about Vanguard bonds, visit https://vanguard.com/audioSign up for The Compound newsletter and never miss out: thecompoundnews.com/subscribe
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Talk Your Book: Private Credit’s Next Act
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Alona Gornick from Churchill from Nuveen to discuss: credit market cycles, an update on private credit, investing in the middle market 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 out the latest in financial blogger fashion at The Compound shop: https://idontshop.com
Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here:
https://ritholtzwealth.com/podcast-youtube-disclosures/
The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management
Will the Fed Buy Stocks? (EP.473)
On episode 473 of Animal Spirits, Michael Batnick and Ben Carlson discuss: hyperscalers vs. semiconductors, 10 reasons to be bearish, Nvidia is cheap, analysts are good at forecasting earnings, why small caps are booming, investors still chase performance, why the stock market is more important now, the AI doomers are wrong (for now), bond yields are higher, what makes you rich, Dave Matthews Band, and more.
This episode is sponsored by Nuveen. Start your alternative investments journey with Nuveen by visiting http://nuveen.com/alternatives
Content sponsorship by Pimco ETFs. Learn more here: https://www.pimco.com/etfs
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Talk Your Book: Do We Need the Federal Reserve?
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Alex Morris from F/m Investments to discuss: the Fed, what the bond market is telling us, the debasement trade, Kevin Warsh and more.
To learn more about F/m Investments and our ETFs visit: www.fminvest.com/etfs
To check out F/m Labs visit: https://www.fminvest.com/labs
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 out the latest in financial blogger fashion at The Compound shop: https://idontshop.c
10 Reasons to be Bullish (EP. 472)
On episode 472 of Animal Spirits, Michael Batnick and Ben Carlson discuss: why the vibecession is over, experience vs. expertise, reasons to be bullish, reasons to be bearish, small caps on are fire, market concentration, Samsung's ridiculous profits, retail investors are moving markets, owning the biggest stock, it's expensive to live in San Francisco, the gambling boom, why car payments are rising and more.
This episode is sponsored by Pacer ETFs. Learn more at https://www.paceretfs.com/
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Ben Carlson’s A Wealth of Common Sense
Michael Batnick’s The Irrelevant Investor
Feel free to shoot us a...
Talk Your Book: How SpaceX Got Into the Nasdaq 100
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Invesco's Paul Schroeder to discuss: the Nasdaq 100, index methodology, tech fundamentals, fast entry timelines for IPOs 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 out the latest in financial blogger fashion at The Compound shop: https://idontshop.com
Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here:
https://ritholtzwealth.com/podcast-youtube-disclosures/
The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management
Is Debt Fueling the Rally? (EP. 471)
On episode 471 of Animal Spirits, Michael Batnick and Ben Carlson discuss: all-time highs in margin debt, the small cap rally, the hyperscaler dilemma, why Micron is up so much, everything is outperforming the Mag 7, concentration is normal, no signs of a recession, rich people everywhere, the pizza bear market and more.
This episode is sponsored by Franklin Templeton and Vanguard.
Learn more at https://www.franklintempleton.com/advantage To learn more about Vanguard bonds, visit https://vanguard.com/audio.Sign up for The Compound newsletter and never miss out: thecompoundnews.com/subscribe
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...
Talk Your Book: Investing in the Power Grid
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Ryan Issakainen from First Trust to discuss: investing in the buildout of a new power grid, AI bottlenecks, data centers, thematic ETFs 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 out the latest in financial blogger fashion at The Compound shop: https://idontshop.com
Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here:
https://ritholtzwealth.com/podcast-youtube-disclosures/
The Compound Media, Incorporated, an affiliate of
Everything is Outperforming the S&P 500 This Year (EP. 470)
On episode 470 of Animal Spirits, Michael Batnick and Ben Carlson discuss: why diversification is working again, how AI is creating more winners and losers in the stock market, why the Mag 7 is underperforming, the triple-digit club, why investors are holding more cash, rich people who complain too much, what makes America great, AI is disrupting self help books, the World Cup and more.
This episode is sponsored by Betterment Advisor Solutions and YCharts.
Learn more at https://www.betterment.com/advisors Visit https://go.ycharts.com/animal-spirits to start a free trial and get 20% off your initial YCharts Professional subscription (new customers only).Sign up for The Compound newsletter and never miss out: thecompoundnews.com/subscribe
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Talk Your Book: AI Is Not a Bubble
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Dr. Ankur Crawford from Alger to discuss: what everyone is getting wrong about the AI trade, why this technology is different, letting the market tell you if you're wrong or right, and how to manage a concentrated portfolio of stocks.
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 out the latest in financial blogger fashion at The Compound shop: https://idontshop.com
Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here:
https://ritholtzwealth.com/podcast-youtube-disclosures/
How Much is $1 Trillion? (EP. 469)
On episode 469 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the desire to call an AI top, the SpaceX IPO frenzy, taking profits, why value is beating growth, why EM is beating the US, the markets were right about the war, agentic trading, 3% mortgages vs. 4% inflation, the politics of AI, the Rule of 55, a Knicks title for Michael and more.
This episode is sponsored by WisdomTree and YCharts.
Learn more about the WisdomTree Quantum Computing Fund at https://www.wisdomtree.com/us/strategies/quantum-computing Visit https://go.ycharts.com/animal-spirits to learn more and get 20% off your initial YCharts Professional subscription to take Y for a spin (new customers only).Compound Merch: https://idontshop.com/
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Talk Your Book: The Case for Investing in Emerging Market Bonds
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Eric Fine from VanEck to discuss: how emerging markets have changed, geopolitical risk, currencies, AI 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 out the latest in financial blogger fashion at The Compound shop: https://idontshop.com
Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here:
https://ritholtzwealth.com/podcast-youtube-disclosures/
The Compound Media, Incorporated, an affiliate of
The Teflon Economy (EP. 468)
On episode 468 of Animal Spirits, Michael Batnick and Ben Carlson discuss: NBA Finals ticket prices, AI's lack of impact on the labor market, one day of carnage in the stock market, prices drive the narrative, the Mag 7 is underperforming, tech is eating the stock market, the SpaceX IPO, the first $1 trillion ETF, the retail trading boom, the crypto winter, sticker shock on new car prices and more.
This episode is sponsored by Nuveen and ClearBridge Investments.
Learn more about Nuveen’s comprehensive private markets platform at https://www.nuveen.com/en-us/insights/alternatives. Rising geopolitical tensions, continued market uncertainty, stocks backed by can offer more predictable cash flows as volatility increases. Visit https://www.clearbridge.com/ to learn more.Sign up for The Compound newsletter and never miss out: thecompoundnews.co...
Talk Your Book: Diversification in Private Assets
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Danielle Singer from Invesco and Ben Linder from LGT Capital Partners to discuss: investing in private markets, portfolio construction, illiquidity 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 out the latest in financial blogger fashion at The Compound shop: https://idontshop.com
Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here:
https://ritholtzwealth.com/podcast-youtube-disclosures/
