

Animal Spirits Podcast
The Compound
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/
Episodes
Mentioned books

Aug 31, 2022 • 53min
Why So Bearish? (EP.272)
On today's who we discuss the pros and cons of student loan forgiveness, why the Fed has the ability to talk tough about inflation (for now), the difference between being bearish and being realistic, record high corporate profits, why we're never going to get enough homes built 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

Aug 29, 2022 • 36min
Talk Your Book: Investing in China
On today's show, we spoke with Brendan Ahern to give us an update on China, Chinese stock listing issues, investing in China's largest companies, 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

Aug 24, 2022 • 58min
Price Drives Narrative (EP.271)
On this week's show we discuss the ever-changing narratives in the stock market and economy, iron-clad rules of investing, why markets are so confusing right now, a wider bid-ask spread in the housing market, crypto's LTCM moment 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

Aug 17, 2022 • 47min
The Animal Spirits Indicator (EP.270)
On this week’s show, we discuss Ben’s trip to Long Island, some good news on inflation, Disney’s sky-high inflation, confusing signals in the economy, 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

Aug 10, 2022 • 57min
Soft Landing (EP.269)
On this weeks show we discuss the stock market's ability to predict a recession, the hot labor market, wages vs. inflation, the prospect for a soft landing in the economy, Robinhood vs. Coinbase, volatility in the mortgage market, a bunch of movie recs 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

Aug 8, 2022 • 35min
Talk Your Book: Choose Your Own Investments
On today's Talk Your Book we spoke with Composer founder Ben Rollert about creating your own automated investment strategies. 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

Aug 3, 2022 • 53min
Invest in What You Know (EP.268)
The hosts dive into the perplexing rebound in tech stocks and the ongoing recession debate, analyzing economic indicators and historical trends. Attention shifts to major tech players like Apple, examining their latest earnings amidst market turbulence. The discussion also touches on the complexities of real estate investing with rising interest rates, making it a challenging landscape. They lighten the mood with chat about sci-fi movies and investment strategies, blending humor with critical financial insights.

Aug 1, 2022 • 37min
Listener Mailbag
Henry Yoshida, the savvy Founder and CEO of Rocket Dollar and a CFP, joins the conversation to tackle listener questions on financial strategies. They dive into alternative investments like real estate and cryptocurrency, offering tips on starting small. Discussions on navigating housing markets highlight the power of timing, while strategies for early retirement stress the importance of diversification. The team also emphasizes balancing immediate and retirement needs, especially for new parents, making complex financial planning feel more accessible.

Jul 30, 2022 • 25min
Looking Back at the Crypto Meltdown
An intriguing update on the crypto market reveals the fallout from recent meltdowns and shifting dynamics in fundraising. The decline of institutional trust is scrutinized, highlighting major failures at Celsius and their impact on Bitcoin prices. Delving into the Bitcoin lending landscape, risks of fraud emerge alongside legitimate yield practices. Transparency in over-collateralized lending and evolving customer engagement in decentralized finance are emphasized. Finally, the current turbulence in cryptocurrency is explored, with discussions on risk management and the cautious hiring trends in the sector.

Jul 27, 2022 • 58min
Redefining a Recession (EP.267)
The discussion dives into the financial struggles of the middle class and the complexities of defining a recession. Boring stocks are surprisingly outperforming, while the housing market faces intriguing dynamics. There's talk about the resurgence of negotiation skills and how inflation is reshaping consumer priorities. Additionally, the changing behaviors in fintech and delivery services reveal impacts from economic challenges. The hosts also reflect on family dynamics and the emotional weight of solitude, pairing personal stories with industry insights.


