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Animal Spirits Podcast

Latest episodes

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4 snips
May 22, 2024 • 59min

Wages Are Beating Inflation (EP.361)

Topics discussed include losing a family pet, S&P 500's role, market trends, wages vs inflation, consumer spending habits, ETH ETFs, Ben Carlson streaming bundle, and more!
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May 20, 2024 • 36min

Talk Your Book: Higher For Longer

Ben Carlson and Michael Batnick are joined by Alex Morris, President and Chief Investment Officer of F/m Investments, to discuss bond concepts like duration, maturity, and convexity. They delve into the psychology of bond bear markets, TIPS performance, and differences between yield metrics. The conversation sheds light on navigating bond investments amidst rate fluctuations and the implications of higher rates on fixed income investors.
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5 snips
May 15, 2024 • 1h 8min

When Will Houses Be Affordable Again? (EP.360)

The podcast covers topics such as the legend of Jim Simons, 401(k) impact, car symbolism, hotel movies vs airplane movies, housing market trends, and income disparities. It also delves into investing strategies, retirement planning, and social perceptions around material possessions.
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May 13, 2024 • 32min

Talk Your Book: Defining Risk with Structured Protection ETFs

Matt Kaufman, SVP at Calamos Investments, discusses structured protection ETFs with Ben and Michael. They cover why options in ETFs are popular, timing importance, demographic trends, and more.
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6 snips
May 8, 2024 • 1h 10min

Fighting Inflation (EP.359)

Topics include suffocating bull market, government debt, Jerry Seinfeld's money views, consumers fighting inflation, Wall Street translations, Bitcoin ETF buyers, bear case against housing
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May 6, 2024 • 34min

Talk Your Book: Bitcoin Flows

Christopher Jensen, Director of Digital Assets Research, discusses the resiliency of Bitcoin, global casino vs global computer use-case theories, and understanding the Bitcoin halving. The podcast dives into the evolution of cryptocurrency as a new asset class, the diverse crypto ecosystem, and the disruptive potential of cryptocurrency in revolutionizing the financial system.
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8 snips
May 1, 2024 • 1h 12min

Negative Arbitrage (EP.358)

Topics include inflation at Disney, 30 years of stock market returns, bond market correction, ARKK exodus, corporations exploiting consumers, biggest AI winners, new normal of housing prices, and more!
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Apr 29, 2024 • 32min

Talk Your Book: Hedging Your Portfolio with Options

Eric Metz, President and Chief Investment Officer of SpiderRock Advisors, discusses covered call performance, tax benefits of options, and option-overlay growth. They explore retiring baby boomers' impact, customization in financial strategies, and managing concentrated risk with exchange fund replication.
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Apr 24, 2024 • 60min

A Healthy Pullback (EP.357)

Exploring why the stock market needed a correction, the outlier status of the 1990s, Gen Z's success, comparisons of U.S. vs. Europe living, household mortgage statuses, the renovation boom, and more on economic growth choices.
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26 snips
Apr 22, 2024 • 33min

Talk Your Book: The Bull Case for India

Anupam Ghose from System Two Advisors discusses India's growth potential, comparing it to China's, navigating complexities of active investing in India, long-term stock strategies, analyzing currency stability and geopolitical risks. Topics include GDP impact on stock prices, risks of investing in India, and more!

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