

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

Sep 4, 2020 • 38min
The Economics of Parenting (EP.165)
On this episode we discuss the finances of parenting from what you need to buy, how to prepare yourself financially and emotionally, the cost of daycare, saving for college, teaching your kids about money 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

Sep 2, 2020 • 44min
Asset Price Hyperinflation (EP.164)
On this week's show we discuss modern market cap theory, the continued move higher in Tesla shares, the Fed's new inflation mandate, millennials are finally buying houses, Michael is never going into a car dealership again 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

Aug 28, 2020 • 32min
Talk Your Book: Sectors & The Business Cycle
On today's Talk Your Book we sat down with State Street's Matt Bartolini to discuss investing in different sectors of the stock market and what these sectors can tell us about where we are in the business cycle. 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

Aug 26, 2020 • 49min
Trickle Up Economics (EP.163)
On this week's show we discuss the potential for a spending boom when the pandemic is over, what happens to all of the government debt we're racking up, what happened to the middle class in America, the red hot housing market, a tough fall ahead for students and parents 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

Aug 21, 2020 • 35min
How to Spend Your Money (EP.162)
On this episode, we do a deep dive on budgeting, conscious spending, classflation, the two types of budgets, how to plan for infrequent expenses, how to make your budget obsolete and much more as it pertains to one of the most important topics in all of personal finance. 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

Aug 19, 2020 • 51min
The Four Most Dangerous Words (EP.161)
On this week's show we discuss the speed of bear market recoveries, signs of inflation, the hardest problem in finance right now, which stocks day traders favor, what makes investing so difficult, being right for the wrong reasons, how the real estate market is changing on the fly 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

Aug 12, 2020 • 46min
The Smart Money (EP.160)
On this week's show we discuss what low bond yields may be telling us, why the stock market is smarter than people give it credit for, the rise of investment newsletters, the bull market in gold, when the world will go back to normal, TikTok and Twitter, annuities vs. bonds 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

Aug 7, 2020 • 38min
The Economics of Homeownership (EP.159)
On today's show we talk about one of the most important topics in personal finance, home ownership. Michael and Ben discuss renting versus buying, how to think about starter homes, where your house fits into your retirement plan, 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

Aug 5, 2020 • 53min
S&P 5 (EP.158)
On this week's show we discuss tech stock monopolies, Microsoft potentially buying TikTok, why more people are buying houses, what to do if your friends are speculating in stocks, Vanguard vs. Robinhood, the counterintuitive nature of this recession 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

Jul 31, 2020 • 23min
Fixed Income Investing in a Low Rate World
On this edition of Talk Your Book we discuss the challenges of investing in a bond market will generationally low interest rates with Marvin Loh from State Street. 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


