The Compound
Animal Spirits Podcast
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/
Author
The Compound
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Podcast website
Latest episode
Jul 8, 2026
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Episodes
10 Reasons to be Bullish (EP. 472) 08.07.2026 1:11:39
On episode 472 of Animal Spirits, Michael Batnick and Ben Carlson discuss: why the vibecession is over, experience vs. expertise, reasons to be bullish, reasons to be bearish, small caps on are fire, market concentration, Samsung's ridi...
Talk Your Book: How SpaceX Got Into the Nasdaq 100 06.07.2026 28:20
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Invesco's Paul Schroeder to discuss: the Nasdaq 100, index methodology, tech fundamenta...
Is Debt Fueling the Rally? (EP. 471) 01.07.2026 1:12:37
On episode 471 of Animal Spirits, Michael Batnick and Ben Carlson discuss: all-time highs in margin debt, the small cap rally, the hyperscaler dilemma, why Micron is up so much, everything is outperforming the Mag 7, concentration is no...
Talk Your Book: Investing in the Power Grid 29.06.2026 28:52
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Ryan Issakainen from First Trust to discuss: investing in the buildout of a new power grid,...
Everything is Outperforming the S&P 500 This Year (EP. 470) 24.06.2026 1:00:08
On episode 470 of Animal Spirits, Michael Batnick and Ben Carlson discuss: why diversification is working again, how AI is creating more winners and losers in the stock market, why the Mag 7 is underperforming, the triple-digit club, why in...
Talk Your Book: AI Is Not a Bubble 22.06.2026 29:45
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Dr. Ankur Crawford from Alger to discuss: what everyone is getting wrong about the AI trade, wh...
How Much is $1 Trillion? (EP. 469) 17.06.2026 1:08:34
On episode 469 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the desire to call an AI top, the SpaceX IPO frenzy, taking profits, why value is beating growth, why EM is beating the US, the markets were right about the war, agentic...
Talk Your Book: The Case for Investing in Emerging Market Bonds 15.06.2026 31:32
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Eric Fine from VanEck to discuss: how emerging markets have changed, geopolitical risk, currencies,...
The Teflon Economy (EP. 468) 10.06.2026 1:17:01
On episode 468 of Animal Spirits, Michael Batnick and Ben Carlson discuss: NBA Finals ticket prices, AI's lack of impact on the labor market, one day of carnage in the stock market, prices drive the narrative, the Mag 7 is underperforming, tech is...
Talk Your Book: Diversification in Private Assets 08.06.2026 27:50
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Danielle Singer from Invesco and Ben Linder from LGT Capital Par...
The Biggest Short Squeeze of All-Time (EP. 467) 03.06.2026 1:07:05
On episode 467 of Animal Spirits, Michael Batnick and Ben Carlson discuss: peak FOMO, chip stocks going nuclear, 1990s stock market flashbacks, trillion dollar IPOs, the AI trade is global, the bear case, a tale of two bull markets, bad luck in the rea...
Talk Your Book: Why Rising Rates Won't Hurt You Anymore 01.06.2026 32:08
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Ben Barber from Franklin Templeton to discuss: investing in municipal bonds, how to think abou...
A Fire Alarm For Interest Rates (EP. 466) 27.05.2026 1:00:38
On episode 466 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the SpaceX IPO, index fund bag holders, the pros and cons of rising bond yields, the markets got the war right, how consumer sentiment broke, the Bezos tax plan, AI optimism, di...
Talk Your Book: Investing in the Rise of the Robots 25.05.2026 34:39
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Derek Yan from KraneShares to discuss: the investment opportunity in humanoid robots, how far away we...
The Fat Pitch For Bears (EP. 465) 20.05.2026 1:05:43
On episode 465 of Animal Spirits, Michael Batnick and Ben Carlson discuss: what can stop the stock market, Nvidia is too big, the boy who cried wolf predictions, market timing reminders, Michael Burry crash calls, AI portfolio strategies, AI is the new Net...
Talk Your Book: Is the Nasdaq 100 in Another Bubble? 18.05.2026 30:24
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Mark Marex from Nasdaq to discuss: the differences between now and the dot-com bubble, the fundamentals of the...
This Won't End Well (EP. 464) 13.05.2026 1:12:14
On episode 464 of Animal Spirits, Michael Batnick and Ben Carlson discuss: Ben's new book Risk & Reward, an epic melt-up in the stock market, semiconductor stocks going berserk, why this isn't a bubble (yet), South Korean stocks, AI portfolios & advisors, why...
The Stock Market Is Doing Something We’ve Never Seen Before (EP. 463) 06.05.2026 1:06:04
On episode 463 of Animal Spirits, Michael Batnick and Ben Carlson discuss: Paul Tudor Jones on market valuations, how many people own stocks, mind-boggling numbers from the hyperscalers, a lost decade for bonds, why higher gas prices sting, some macro prediction r...
Talk Your Book: Animal Spirits Live with F/m Investments 04.05.2026 56:35
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Alex Morris from F/m Investments for a live show recorded in Washington D.C. that covers inflation, the Fed, AI, ta...
Paycheck-To-Paycheck on $500,000? (EP. 462) 29.04.2026 1:03:52
On episode 462 of Animal Spirits, Michael Batnick and Ben Carlson discuss: how AI will impact wealth management, a stock market boom for the ages, why the Fed never created a financial crisis, an ode to Tim Cook, the world's biggest ETF, ridiculous car payments, A...
Talk Your Book: Consternation About Concentration 27.04.2026 40:40
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by State Street's Michael Arone to discuss: the origin story of SPY, what's driving ETF adoption, geopolitics vs. AI, pote...
Investing Isn't Supposed to Be Fun 22.04.2026 1:00:12
On episode 461 of Animal Spirits, Michael Batnick and Ben Carlson discuss: why the stock market feels like it makes no sense, stocks are the smart money, the speed of market moves, an epic bull market run, a new inflation regime, Hyperliquid, what Austin got right...
Talk Your Book: Juicing Your Returns 20.04.2026 31:50
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Matt Kaufman from Calamos to discuss: how autocallable ETFs work, the structured products boom and a new way to target...
Everyone Back in the Boat (EP. 460) 15.04.2026 1:12:22
On episode 460 of Animal Spirits, Michael Batnick and Ben Carlson discuss: Tax Day, the benefits of writing, energy vs. tech, a confusing labor market, a rite of passage for younger generations, millennials vs. boomers, AI uncertainty, Bitcoin vs. software stocks, the dow...
Talk Your Book: The Biggest Active ETF 13.04.2026 30:12
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by J.P. Morgan's Hamilton Reiner to discuss: creating income via options and how covered call strategies work. Check out J.P....
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