

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

Mar 19, 2021 • 38min
Talk Your Book: The Case for Emerging Markets
On today's Talk Your Book we spoke with Nick Niziolek from Calamos Investments about the potential for emerging markets in the coming years. 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 17, 2021 • 49min
Super Bullish (EP.195)
On this week's show we talk about taking cash out of your house, the coming economic boom, why the Fed isn't printing as much money as you think, Beeple's $69 million NFT, why commodities aren't setting up for a supercycle, 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

Mar 12, 2021 • 26min
Talk Your Book: Investing in Freedom
On today's show we speak with Perth Tolle of Life + Liberty Indexes about freedom as an investment factor. 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 10, 2021 • 48min
The Recession is Over (EP.194)
On this week's show we discuss the wreckage in growth stocks, the outperformance of value, what the massive fiscal stimulus plan means for the economy, the inflation worry, the enemy of ARK, comedy sequels 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

Mar 5, 2021 • 33min
Talk Your Book: The Most Ambitious ETFs
On today's Talk Your Book we chat with Simplify Asset Management CEO Paul Kim about creating ETFs that are concentrated, enhance the upside and protect the downside. 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 3, 2021 • 48min
Never Bet Against America (EP.193)
On this week's show we discuss the recent rise in interest rates, how much rates really matter to the markets, the latest Buffett shareholder letter, when value stocks turn into momentum stocks, bubble debates 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

Feb 26, 2021 • 28min
Talk Your Book: Investing in Moonshots
On today's Talk Your Book, we spoke with Direxion's Dave Mazza about the Direxion Moonshot ETF and how to invest in the most innovative companies. 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

Feb 24, 2021 • 48min
The Beanie Baby Bubble (EP.192)
On today's show we discuss the collectibles boom, similarities and differences to the Beanie Baby boom of the late-1990s, NBA Top Shot, ISAs for pro athletes 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

Feb 19, 2021 • 41min
Listener Mailbag
On this episode, we cleaned out our inbox to answer questions from listeners about retirement, personal finance, investing, markets, careers, 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

Feb 17, 2021 • 41min
Bidding Wars (EP.191)
On today's show, we discuss food delivery as a viable business, SPACs vs IPOs, the new benchmark for tech companies, the red hot real estate market, Bryan Cranston vs Tom Hanks, 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