

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

Dec 1, 2021 • 51min
Housing Prices Are Still Too Low (EP.233)
The discussion kicks off with the potential impacts of the new virus variant on markets. Twitter's lackluster stock performance is scrutinized, and inflation is humorously illustrated through price hikes at the Dollar Store. The hosts speculate on why profit margins are still high despite economic uncertainty. They venture into the quirky world of virtual real estate in the metaverse, pondering its future prospects. Lastly, they illuminate the oddities of holiday shopping amid economic challenges, blending humor with astute market insights.

Nov 24, 2021 • 52min
The High Beta Crash (EP.232)
Explore why the stock market seems unfazed by inflation, even amid a growth stock tumble. Discover how corporations are leveraging the inflation narrative to their advantage. Dive into the crypto world with insights on major acquisitions and the contrasting views on its potential. Reflect on wealth and power dynamics with examples like Elon Musk, and marvel at NVIDIA's tech innovations. The discussion also touches on consumer spending trends, corporate earnings resilience, and nostalgic cinema's influence on personal finance.

Nov 22, 2021 • 31min
Talk Your Book: Where to Save For Your Down Payment
Brett Sohns, co-founder of Lifegoal Investments, shares his expertise in tailored investment strategies for homebuyers. He discusses the innovative Life Goal Home Down Payment ETF, created to counter inflation and assist those saving for a home. The conversation touches on balancing risk with growth and the challenges of current market conditions, including rising prices and low interest rates. Sohns also emphasizes the importance of liquidity and strategic savings for achieving financial goals in real estate. Tune in for fresh insights!

Nov 17, 2021 • 52min
Everyone Hates Inflation (EP.231)
On this week's show we discuss the highest inflation rate in 30 years, why this is a good time to be a borrower, why no one is happy about the economy right now, Michael got rugged in crypto 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

Nov 10, 2021 • 49min
Great Quartr Guys (EP.230)
On this week's show we discuss Elon Musk selling 10% of his Tesla shares, the pandemic trade is over, Zillow's blunder, Peloton's downfall, interest rates remaining low 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

Nov 8, 2021 • 32min
Talk Your Book: Why Annuities Have Higher Yields Than Bonds
On today's Talk Your Book, we spoke with David Lau from DPL Financial Partners about annuities and how financial advisors are dealing with low interest rates. 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

Nov 3, 2021 • 47min
There's No Crying in Crypto (EP.229)
On today's show we discuss the impact of rising rates on the stock market, Shibu Inu, the different levels of FOMO, parallels to the tech bubble, why everything we learned in business school is now worthless 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

Nov 1, 2021 • 31min
Talk Your Book: Real World Betting Markets
We spoke with Kalshi founder Tarek Mansour about betting on the outcomes of real-world events. 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

Oct 27, 2021 • 52min
Hyperinflation, It's Happening (EP.228)
On today's Animal Spirits we discuss worrying too much about the markets, Tesla's impressive performance, inequality in the stock market, trying to explain crypto to civilians, Jack the macro tourist, Dune 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

Oct 25, 2021 • 33min
Talk Your Book: How to Use Thematic ETFs
On this edition of Talk Your Book we spoke with Dave Mazza from Direxion about investing in WFH stocks, moonshots and the hydrogen economy. 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