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Animal Spirits Podcast

Latest episodes

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Sep 20, 2023 • 1h 10min

Americans Love Borrowing Money (EP.326)

The podcast discusses topics such as changes in markets over the past 70 years, higher stock allocations, small caps vs. large caps, trading options, overspending, the state of the economy, starter homes, rising mortgage payments, consistency of tax revenues, luxury real estate, supermarket choices, and encounters with identical twins at Trader Joe's.
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Sep 18, 2023 • 31min

Talk Your Book: Customizing Alternatives

The podcast discusses wealth managers vs. institutions investing in alternatives, how advisors are utilizing GLASfunds, investing in alts in a rising-rate environment, how private investments could be improved, and debates on fee structure and transparency in finance.
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Sep 13, 2023 • 44min

Is Apple the Next IBM? (EP.325)

On episode 325 of Animal Spirits, Michael Batnick and Ben Carlson are live at Future Proof! Duncan spills a Miami Vice and we discuss: what we actually do at RWM, if Apple is the next IBM, Canadian real estate, issues at ESPN, traveling to California, 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...Ben Carlson’s A Wealth of Common SenseMichael Batnick’s The Irrelevant InvestorFeel free to shoot us an email at animalspiritspod@gmail.com 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://www.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.Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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Sep 11, 2023 • 36min

Talk Your Book: The Macro Case for Crypto

Joining Michael and Ben on this episode are Jack Neureuter, Senior Research Analyst at Fidelity Digital Assets, and Ramine Bigdeliazari, Director of Product at Fidelity Digital Assets. They discuss the SEC ruling's impact on digital assets, the potential effect of an ETF on the crypto ecosystem, talent migration in crypto, macro changes, and digital asset reactions.
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Sep 9, 2023 • 34min

Talk Your Book: Need to Have Cars With Car Dealership Guy

On today's show, Michael and Ben are joined again by CarDealershipGuy to discuss: Ben's car leasing dilemma, leasing vs buying, why car prices have gotten so expensive, Tesla vs everyone, and much more!  Find complete show notes on our blogs...Ben Carlson’s A Wealth of Common SenseMichael Batnick’s The Irrelevant InvestorFeel free to shoot us an email at animalspiritspod@gmail.com 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://www.idontshop.comPast performance is not indicative of future results. The material discussed has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed, and F/m Investments makes no representation or warranty as to the accuracy or completeness of the information. 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.Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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Sep 6, 2023 • 1h 3min

The Market Cap of Taylor Swift (EP.324)

On episode 324 of Animal Spirits, Michael Batnick and Ben Carlson discuss: one of the best years ever for the Nasdaq 100, people who want to see the financial system burn, getting back on trend with economic data, what if housing prices were just undervalued before the pandemic, Canada vs. Miami housing prices, why married people are happier, and much more!Find complete show notes on our blogs...Ben Carlson’s A Wealth of Common SenseMichael Batnick’s The Irrelevant InvestorFeel free to shoot us an email at animalspiritspod@gmail.com 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://www.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.Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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9 snips
Aug 30, 2023 • 1h 1min

Are You on Track For Retirement? (EP.323)

Topics discussed in this podcast include the outlook for a 60/40 portfolio, dollar cost averaging into a bear market, the evolution of retirement, the best age for making good financial decisions, the Fed's inability to fix the housing market, how HGTV influenced housing prices, hedging climate change risk, and more!
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Aug 28, 2023 • 29min

Talk Your Book: J.P. Morgan's Covered Call Strategies

Hear from Hamilton Reiner, MD, PM, and Head of US Equity Derivatives at J.P. Morgan Asset Management as he discusses the construction of JEPI, how volatility affects yield, the popularity of the strategy. Also, learn about the covered call strategy, portfolio construction, risks and benefits, and the unexpected success of JP Morgan's approach.
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Aug 23, 2023 • 1h 3min

Rates to the Hilt (EP.322)

This podcast episode of Animal Spirits covers a range of interesting topics including the attractiveness of bonds compared to stocks, Michael Burry's track record, the difficulty of predicting the economy, the underrated nature of streaming, and recommendations for Netflix series and sad movie 'The Whale' on Paramount+.
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Aug 21, 2023 • 31min

Talk Your Book: Customizing Your Assets

The podcast discusses customizing assets, utilizing structured notes as a hedge, innovations in defined outcome products, shifting utilization from income to growth notes, and the future of direct-to-consumer access and asset customization.

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