Animal Spirits Podcast

The Compound
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Nov 21, 2018 • 42min

How to Ask the Right Questions (EP.56)

The 40-year history of the 401k, why the retirement system is far from perfect, the problem with cashing out your 401k, the pros & cons of multi-factor funds, competitive in factor investing, morning routines, financial regrets of the elderly, why the American dream is dying for so many in the middle class, why no one finishes non-fiction books 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 14, 2018 • 34min

How to Create the Perfect Fund (EP.55)

Universal basic income, the cost of paying every citizen $1,000/month, the perfect hedge fund, the language of money, the reason for the decline in youth sports, million dollar homes in San Francisco, how income variability should impact your savings rate, career advice for a new mom 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 7, 2018 • 36min

Spirit Animal (EP.54)

A timetable for the next bear market, what impact the mid-term elections have on the markets, how much money FANG CEOs have lost in the downturn, how often bonds outperform stocks over 30 year periods, the number of Americans who consider themselves financially healthy, the psychology of different price points, the government's role in the student loan crisis, why real estate returns less than you think 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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Oct 31, 2018 • 41min

Panic a Little (EP.53)

The one thing we're certain of about the markets going forward, why volatility begets more volatility in the markets, expectations vs. the economy, what to do if you've been sitting in cash, when to panic, why investors are fleeing bonds, are all the economic gains really going to the wealthy 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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Oct 24, 2018 • 35min

The Next Subprime (EP.52)

The housing market, homebuilder stocks, how much mortgage rates matter to the economy, what if there is no next subprime, how to think about inflation and your portfolio, the difficulty of owning bonds when inflation is rising, the Fed's thoughts on inverted yield curves, where chocolate milk comes from, asset location 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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Oct 17, 2018 • 34min

The Healthy Correction (EP.51)

The current market correction, the myth of the 401k market floor, the problem with 401k loans, the downfall of Sears, the massive size of the student loan market, what's holding back young homebuyers, value investing in taxi medallions, Amazon wants to know when you're sick, who benefits from HSAs 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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Oct 10, 2018 • 41min

A Committee of Geniuses (EP.50)

The rise of social media in finance, reflections on the humble beginnings of this podcast, the case for investing in bonds, more hedge funds closing, your children are eating your retirement savings, the myth of short-termism by public companies, Amazon's minimum wage, Fed cartoons, the relentless bid 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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Oct 3, 2018 • 37min

Buy the Housing Dip (EP.49)

The new Howard Marks book on cycles, why super-investors may not be as helpful as you think, how the first Vanguard index fund was run by a part-time worker, SoftBank's lofty tech aspirations, choosing the right asset allocation for your portfolio, our beef with surveys, the fraud of the week, when to buy a house 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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Sep 26, 2018 • 37min

Looming Disaster (EP.48)

Bond market losses, why stocks diversify bonds, pot stocks & mini bubbles, Amazon's new microwave, the massive decline in world poverty, parallels to the 1990s, why retirement calculators aren't perfect but can still be useful 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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Sep 19, 2018 • 37min

Borrowing From the Future (EP.47)

Taking financial advice from billionaires, Ray Dalio's work on debt cycles, how to think about government debt levels, why it's so hard to quantify the true amount in index funds, millennial banking habits, shrinking hedge funds, investing in foreign markets during a U.S. recession 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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