

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

Apr 20, 2022 • 54min
A Recession is Coming (EP.253)
The discussion kicks off with the complexities of taking Twitter private, revealing the tension between tech billionaires and their happiness. A dive into the potential for a commodities supercycle unveils market misconceptions. The conversation shifts to the housing market, highlighting first-time buyers grappling with rising prices. Insights into recession predictions and the fluctuating retail landscape provide a sobering outlook. Humor weaves through personal anecdotes on vacation attire and the nuances of airplane etiquette, adding a light touch to the economic talk.

Apr 13, 2022 • 43min
The Fed is Making a Mistake (EP.252)
The discussion kicks off with a deep dive into rising interest rates and their impact on the bond market. The hosts debate the complexities of the wealth effect, contrasting experiences of economic strata. Navigating retirement finances and the housing market challenges reveals surprising insights about financial security. They also critique public perception of rising prices through survey skepticism. Alongside this, they touch on Elon Musk's Twitter antics and amusingly review films, blending finance with pop culture.

Apr 11, 2022 • 27min
Talk Your Book: The Financial Advisor's Cheat Code
On today's Talk Your Book we spoke with Josh Smith from VRGL about how his company is making it easier for financial advisors to bring in new business and understand their clients. 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

Apr 6, 2022 • 48min
Long Global, Short USA (EP.251)
The conversation dives into Elon Musk's bold moves with Twitter and the intriguing dynamics of corporate profits in a surging labor market. They analyze the tension between rising inflation and wage growth while exploring the quirky world of NFTs linked to vintage sports. Discussions about changing consumer habits and the psychological impacts of service cuts reveal deeper economic truths. With a sprinkling of humor, they tackle the Federal Reserve's tricky balancing act and weave in insights on popular films and shows.

Apr 4, 2022 • 25min
Talk Your Book: Investing in mRNA
On today's Talk Your Book, we talked with Dave Mazza from Direxion about investing in mRNA technology. 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

Mar 30, 2022 • 50min
Tighten Until Something Breaks (EP.250)
On today's show we discuss inflation vs. the stock market, bonds getting killed, the crazy housing market, betting on the Oscars, why Twitter was built for pop culture moments 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

Mar 28, 2022 • 29min
Talk Your Book: Protecting the Downside
Bruce Bond, Founder and CEO of Innovator ETFs, shares insights on how managed and buffered ETFs can provide essential downside protection in portfolios. He discusses the transition from traditional structured products to more liquid ETF options that meet investors' needs during market uncertainty. Bond highlights the advantages of defined outcome ETFs, which offer both equity exposure and protective features against losses. The conversation also touches on alternatives to bond portfolios and emphasizes education as key for advisors navigating today’s complex investment landscape.

Mar 26, 2022 • 28min
NFTs
Quinn Stearns, founder of Audiograph and former Silicon Valley software engineer, discusses the thrilling world of NFTs and their potential in podcasting. He shares insights on transitioning from a stable tech career to entrepreneurship. The conversation explores innovative charity fundraising through NFTs for No Kid Hungry and the use of Web3 technology in podcasting. Quinn also highlights engaging audiences in new ways, advocating for a 'listen to earn' model, and reshaping creator-audience relationships through community-driven initiatives.

Mar 23, 2022 • 49min
Can the Markets Cause a Recession (EP.249)
This discussion digs into wild interest rate fluctuations and soaring mortgage costs. The U.S. consumer's spending habits persist despite inflation. A critical look at the troubled housing market reveals stark wealth disparities among generations. Funny anecdotes from coaching young kids in sports lighten the mood. The hosts also share personal investment reflections and opinions on film nostalgia while predicting Oscar winners. The podcast artfully blends finance insights with entertaining personal stories.

Mar 21, 2022 • 40min
Listener Mailbag
Henry Yoshida, Founder and CEO of RocketDollar, shares his expertise on self-directed retirement plans. The discussion dives into essential topics like Roth IRAs and withdrawal strategies, shedding light on tax implications and penalties. Listeners learn about the significance of tailored investment strategies and the pros of IRAs over 401ks. Yoshida also emphasizes purpose-driven investing and the potential of alternative assets. Additionally, the conversation touches on the challenges of consistent content creation in finance and the psychological aspects of trading.