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Animal Spirits Podcast

Latest episodes

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Jul 6, 2022 • 56min

The Pandemic Broke the Economy (EP.264)

On today's show we talk about why the first 6 months of the year were one of the worst ever for financial markets, why it's so difficult to gauge the economy right now, what's priced into the stock market, the worst earnings call ever, the psychology behind inflation and much more. Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Like us on Facebook And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.  Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jul 4, 2022 • 33min

Talk Your Book: The Bull Market in Stupidity

On today's Talk Your Book, we spoke with Michael Grant from Calamos Investments about the Fed, the economy and managing a long/short fund in this environment   Find complete shownotes on our blogs...  Ben Carlson’s A Wealth of Common Sense  Michael Batnick’s The Irrelevant Investor  Like us on Facebook  And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.  Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jun 29, 2022 • 57min

Are We Sure a Recession is Coming? (EP.263)

On today's show we discuss stock market return expectations, the sell-off in commodities, the back and forth on recession predictions, fighting the last war on the economy, why crypto crashed so bad, negotiating your cable bill down and much more. Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Like us on Facebook And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.  Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jun 27, 2022 • 34min

Talk Your Book: Expanding Access to Private Markets

On today's Talk Your Book, we spoke with Bob Long of Conversus about giving financial advisors access to investments in private markets.   Find complete shownotes on our blogs...  Ben Carlson’s A Wealth of Common Sense  Michael Batnick’s The Irrelevant Investor  Like us on Facebook  And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.  Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jun 22, 2022 • 49min

Peak Pessimism (EP.262)

On today's show we discuss how wild and crazy the past 3 years have been in the markets, why the Fed is in such a precarious position, the number of stocks getting hammered, the Warren Buffett of crypto, the most re-watchable movie of all-time and much more. Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Like us on Facebook And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.  Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jun 15, 2022 • 53min

The Fed is Being Punished (EP.261)

On this week's show we discuss the current market sentiment, the official bear market in U.S. stocks, why the Fed is making a mistake, the insane move higher in interest rates, the crypto winter and more. Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Like us on Facebook And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.  Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jun 13, 2022 • 34min

Talk Your Book: High Quality Growth Stocks

On today's show we spoke with Allen Bond from Jensen Investment Management about finding high quality growth stocks and investing during a bear market.   Find complete shownotes on our blogs...  Ben Carlson’s A Wealth of Common Sense  Michael Batnick’s The Irrelevant Investor  Like us on Facebook  And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.  Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jun 8, 2022 • 1h 1min

Good News is Bad News (EP.260)

On today's show we discuss why everyone thinks we're already in a recession, living paycheck to paycheck on $250k a year, why crypto makes more sense in a bull market, why it feels like the stock market should be down way more, Top Gun: Maverick and much more. Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Like us on Facebook And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.  Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jun 6, 2022 • 32min

Talk Your Book: Hedging the Different Types of Inflation

On today's Talk Your Book, we spoke with Don Casturo from Quantix Commodities and Kristof Gleich from Harbor Capital to discuss how to hedge inflation with commodities.   Find complete shownotes on our blogs...  Ben Carlson’s A Wealth of Common Sense  Michael Batnick’s The Irrelevant Investor  Like us on Facebook  And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.  Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jun 1, 2022 • 45min

The Round Trip (EP.259)

On today's show we discuss what the narrative would be if we went back to new highs, why high oil prices are so worrisome, why the housing market is more important than the stock market, some good news about the U.S. economy, the new Top Gun and much more. Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Like us on Facebook And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.  Learn more about your ad choices. Visit megaphone.fm/adchoices

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