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Animal Spirits Podcast

Latest episodes

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Apr 17, 2024 • 1h 7min

The Yeah But Bull Market (EP.356)

Topics discussed include the stock market resilience, oil price stability, better investor behavior, auto insurance issues, rising home insurance costs, perceptions of wealth, millennial and boomer economic contributions, trends in mortgage rates, customer service anecdotes, and more
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Apr 15, 2024 • 39min

Talk Your Book: Diversifying Away From the Magnificent 7

Ed Egilinsky, Direxion's Managing Director, discusses leveraging in investments, diversifying from large-cap tech, holding leveraged products, and more. The podcast explores market flows, risks of leveraged products, psychological bias in funds, surprising fund assets, and geopolitical impacts on commodities.
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Apr 10, 2024 • 1h 6min

Enjoy the Bull Market While it Lasts (EP.355)

Topics discussed in this podcast include prioritizing spending, comparing market crashes, index fund flows, stock market concentration, government debt panic, tech recession in California, millennial retirement plans, popular TV shows, and more!
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Apr 8, 2024 • 36min

Talk Your Book: Emerging Market Fundamentals

Rahul Sharma, Portfolio Manager, discusses China's impact on Emerging Markets, avoiding value-traps, India's strong macro trends, passive vs. active management, and more. Topics include catalysts for EM outperformance, navigating complexities, potential growth catalysts, and analysis of interest rates and inflation in emerging markets.
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Apr 3, 2024 • 1h 2min

The Never-Ending Travel Boom (EP.354)

Discussions on inflation boosting corporate profits, airport traffic reaching record highs, the downfall of Jack Daniels, Chinese economy insights, live event in LA, rising prices in the hospitality industry, cost of living in desirable locations, tech stocks impact on market, generational real estate challenges, wealth gap between never married men and women, and lighthearted banter on shopping habits and personal care preferences.
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Apr 1, 2024 • 44min

Talk Your Book: Preserving Your Capital

Jason Barsema, Co-Founder of Halo Investing, discusses notes structured around single stocks, Catapult Notes, annuity capabilities, and more. Topics include hard vs. soft protection, benefits of structured notes, and risks in structured note investments. The conversation also delves into wealth preservation strategies with structured notes and navigating financial advisor transitions with the 'Halo' platform.
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4 snips
Mar 27, 2024 • 59min

The Roaring Twenties (EP.353)

Podcast discusses similarities between current economic trends and the Roaring Twenties, AI winners in the stock market, good news for homebuyers, investing challenges, and the impact of inflation and credit card debt on households.
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8 snips
Mar 25, 2024 • 38min

Talk Your Book: Finding a Bottom in China

The podcast discusses an economic update on China, the buyer of last resort, what happened in Chinese real estate, the recent drawdown in Chinese internet companies, exploring the impact of interest rates on option pricing, strategies and outcomes in KWeb investments, insights into China's real estate market, and engagement with advisors and institutions in the China market.
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Mar 23, 2024 • 37min

Talk Your Book: Return Stacking

Corey Hoffstein discusses innovative return stacking strategies, leveraging in futures markets, and diversifying portfolios with alternative funds. Insights on PIMCO's historical challenges and the importance of aligning liquid assets. Exploring managed futures, trend following, and market dynamics for optimal investment outcomes.
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Mar 20, 2024 • 1h 8min

This is a Good Thing (EP.352)

On this podcast, they discuss Italy, consumer cash, grocery inflation, real estate commissions, airplane movies, thoughts on Dune 2, clients switching advisors, hassle-free life insurance, keynote speaking in Italy, market sentiments, inflation trends, US economic recessions, Coinbase scams, Bitcoin ETFs, real estate dynamics, movie recommendations, and accidental calls.

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