Animal Spirits Podcast

Guest Marco Hanig, Managing and Founding Principal of Alternative Fund Advisors and former Principal at AQR, discusses the basics of Private Credit, the shift from banks to private credit platforms, types of lending and interest rates, nature and attractiveness of private credit, and leverage, net current yield, fees, and due diligence in this episode of Talk Your Book.

Topics covered in this podcast include good news on the economy, the stock market's love for lower inflation, Elon Musk's role in killing inflation, getting bullish on consumer sentiment, Netflix's domination in the streaming war, timing the housing market, and seeing the best in people.

Alex Morris, CIO and President of F/m Investments, discusses important topics including interest rate vs. credit risk in bond investing, market cap weighting bonds, and the resilience of credit markets. Podcast explores strategies for optimizing income and security in credit-based funds, as well as the potential drawbacks of cap-weighted index funds in the bond market.

Topics discussed in this podcast include Charlie Munger, the influence of the Fed on inflation, negativity bias in America, narratives on bond yields, doom spending in the economy, a quiet crypto boom, and conversations about 1990s movies, investment decisions, and perfect numbers for various things.

The podcast discusses the golden grain cycle, the cost of production and expected returns for commodities, the oil market, and the impact of the US dollar on the commodity market.

Why people keep spending so much money, long droughts between new highs in the stock market, the best upside AI hedge, intelligence vs. pessimism, denominator blindness with inflation, most Americans are better off, why people are unhappy at work, when it will be a good time to buy a house again, and much more!

Nuveen Portfolio Manager Nick Travaglino joins Michael Batnick and Ben Carlson to discuss the bond market, the Fed, fixed income yields, and interest rates. They explore misconceptions and opportunities in the bond market, strategies for mitigating risk and maximizing returns, and characteristics of a bad market environment for their strategic income strategy.

Topics in this podcast include the blowout year for the Nasdaq 100, how experience shapes investment decisions, transitory inflation arguments, where prices have risen the most, who got the biggest wage gains, why housing prices refuse to crash, where to find affordable houses, why you can't trust sentiment surveys, and much more!

Hosts discuss frustrations with falling inflation rates, potential impact of Fed rate cuts in 2024, long-term stock market charts, state of the housing market, financial analysis of Home Alone, changing habits and weak demand, opinions on vests and clear backpacks, thoughts on Sebastian Meniscalco and new TV show The Curse.

Chris Kuiper, Director of Research at Fidelity Digital Assets, joins Michael Batnick and Ben Carlson to discuss Bitcoin's outperformance in 2023, illiquid Bitcoin values, Ethereum's different layers, and the potential impact of a Bitcoin ETF.