Animal Spirits Podcast

The Compound
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Dec 13, 2021 • 30min

Talk Your Book: Investing in Carbon Allowances

In this discussion, Luke Oliver, Managing Director at CraneShares with expertise in carbon markets, dives into the lucrative potential of carbon allowances. He explains the intricate dynamics of carbon pricing and how it drives climate action, emphasizing the role of government policies. Luke reveals insights on how institutional investors are increasingly attracted to carbon investments, balancing ESG goals with financial returns. The conversation also touches on the implications for heavy industries facing rising carbon costs and the urgent need for decarbonization.
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Dec 8, 2021 • 45min

The Most Crowded Stocks (EP.234)

On this week's show we discuss the growth stock crash, the third web, and wonder if Paul Thomas Anderson is overrated. 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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Dec 4, 2021 • 31min

Talk Your Book: Down with Title Insurance

Max Simkoff, Founder and CEO of Doma, dives into the often confusing world of title insurance and home appraisals. He shares his journey of founding Doma to tackle inefficiencies in real estate transactions. The conversation highlights innovative approaches to streamline these processes and reduce costs through technology. Simkoff also discusses the appraisal frustrations faced by consumers and the potential role of technology and blockchain in transforming the industry for better transparency and efficiency.
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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.
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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.
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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!
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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
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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
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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
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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

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