Animal Spirits Podcast

The Compound
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Mar 31, 2021 • 54min

The Active Management Resurgence (EP.197)

On today's show we discuss the most bullish thing about the stock market right now, the catalyst for value beating growth, when the smart money is really dumb, the relationship between inflation and wealth inequality, the best time ever to found a start-up 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
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Mar 26, 2021 • 31min

Talk Your Book: Investing in the Gig Economy

On today's Talk Your Book we speak with David Dziekanski, portfolio manager for the SoFi Gig Economy ETF. 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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Mar 24, 2021 • 55min

An Affordability Crisis (EP.196)

On today's show we discuss rising real estate prices, how the work from home trend could impact housing, working at Goldman Sachs, the income required to be considered rich, benchmarking your retirement savings to your peers 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
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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
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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
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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
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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
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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
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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
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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

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