Animal Spirits Podcast

The podcast covers topics such as the legend of Jim Simons, 401(k) impact, car symbolism, hotel movies vs airplane movies, housing market trends, and income disparities. It also delves into investing strategies, retirement planning, and social perceptions around material possessions.

Matt Kaufman, SVP at Calamos Investments, discusses structured protection ETFs with Ben and Michael. They cover why options in ETFs are popular, timing importance, demographic trends, and more.

Topics include suffocating bull market, government debt, Jerry Seinfeld's money views, consumers fighting inflation, Wall Street translations, Bitcoin ETF buyers, bear case against housing

Christopher Jensen, Director of Digital Assets Research, discusses the resiliency of Bitcoin, global casino vs global computer use-case theories, and understanding the Bitcoin halving. The podcast dives into the evolution of cryptocurrency as a new asset class, the diverse crypto ecosystem, and the disruptive potential of cryptocurrency in revolutionizing the financial system.

Topics include inflation at Disney, 30 years of stock market returns, bond market correction, ARKK exodus, corporations exploiting consumers, biggest AI winners, new normal of housing prices, and more!

Eric Metz, President and Chief Investment Officer of SpiderRock Advisors, discusses covered call performance, tax benefits of options, and option-overlay growth. They explore retiring baby boomers' impact, customization in financial strategies, and managing concentrated risk with exchange fund replication.

Exploring why the stock market needed a correction, the outlier status of the 1990s, Gen Z's success, comparisons of U.S. vs. Europe living, household mortgage statuses, the renovation boom, and more on economic growth choices.

Anupam Ghose from System Two Advisors discusses India's growth potential, comparing it to China's, navigating complexities of active investing in India, long-term stock strategies, analyzing currency stability and geopolitical risks. Topics include GDP impact on stock prices, risks of investing in India, and more!

Topics discussed include the stock market resilience, oil price stability, better investor behavior, auto insurance issues, rising home insurance costs, perceptions of wealth, millennial and boomer economic contributions, trends in mortgage rates, customer service anecdotes, and more

Ed Egilinsky, Direxion's Managing Director, discusses leveraging in investments, diversifying from large-cap tech, holding leveraged products, and more. The podcast explores market flows, risks of leveraged products, psychological bias in funds, surprising fund assets, and geopolitical impacts on commodities.