Animal Spirits Podcast

On today's show we discuss a late-night trip to the ER for a broken leg, good news is bad news in the labor market, the last time the Fed sent us into a recession, earnings vs. stock market performance, the inflation burp, what happens to housing prices from here and much more.   Find complete shownotes on our blogs...  Ben Carlson’s A Wealth of Common Sense  Michael Batnick’s The Irrelevant Inves...

On today's show, we speak with Michael Reisner, Co-CEO of CION Investments about investing in private credit in this environment, how CION can be publicly traded, how a recession may affect floating rate credit investments, 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...

On this week's show we discuss why we're getting more excited about stock prices as they fall, why expected returns are rising, where investors will move their money with higher yields, Credit Suisse vs. Lehman Brothers, how the Fed is breaking things across the globe, why the Bank of England stepped in to buy bonds and much more.   Learn More  Follow Ted on Twitter at @tseides or LinkedIn  Subscr...

On today's show, we are joined by Kevin Kelly, CEO and Founder of Kelly Intelligence to discuss what CRISPR technology is, use cases, and investing in the future of Healthcare 2.0.   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 an...

On today's show we discuss is the Fed making a huge mistake, why it's so difficult to predict the economy, why it's so easy to be bearish right now, breaking the housing market, why we've turned on Jerome Powell, the bullish case for a 60/40 portfolio 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 o...

On today's show, we spoke with Eric Metz, President and CIO of SpiderRock Advisors about tax-loss harvesting, replicating exchange funds, and de-concentrating portfolios using managed option strategies.   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 animalspirit...

On today's episode we recap our experience at Future Proof, interest rates vs. inflation for the stock market, a blow-off top in short-term rates, what could cause international stocks to outperform, housing inflation, why the housing market is broken, George Clooney's best movie and much more.   Find complete shownotes on our blogs...  Ben Carlson’s A Wealth of Common Sense  Michael Batnick’s The...

On today's show, we spoke to Fabric Risk Co-Founder, Rick Bookstaber about identifying risks for advisors, lifestyle characteristics and risks, the MSCI factor model, scenario testing, 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@...

On today's show, we discuss the worst first 8 months ever, the illiquidity premium, Q2 earnings, The Robinhood Investor Index, 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,...

On today's show, we had David Mazza, Head of Product at Direxion to talk about the use cases and risks of investing in single stock, leveraged, and inverse ETFs 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,...

On today's Talk Your Book, we spoke to Russell Feldman from IMTC on innovating the fixed income investment process, differences between trading stocks vs. bonds, risk management within fixed income, 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 a...

On today's show we discuss Jeremy Grantham's super bubble call, how "don't fight the Fed" has evolved, why all opinions are extreme today, how the bottom 50% are making the biggest financial progress, how the Fed screwed up the housing market 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...

On today's show, we spoke with Jason Barsema about the ins and outs of structured notes, how downside protection works, when it makes sense to use structured notes, 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...

On today's who we discuss the pros and cons of student loan forgiveness, why the Fed has the ability to talk tough about inflation (for now), the difference between being bearish and being realistic, record high corporate profits, why we're never going to get enough homes built and much more.   Find complete shownotes on our blogs...  Ben Carlson’s A Wealth of Common Sense  Michael Batnick’s The I...

On today's show, we spoke with Brendan Ahern to give us an update on China, Chinese stock listing issues, investing in China's largest companies, 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, question...

On this week's show we discuss the ever-changing narratives in the stock market and economy, iron-clad rules of investing, why markets are so confusing right now, a wider bid-ask spread in the housing market, crypto's LTCM moment 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 f...

On this week’s show, we discuss Ben’s trip to Long Island, some good news on inflation, Disney’s sky-high inflation, confusing signals in the economy, 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, que...

On this weeks show we discuss the stock market's ability to predict a recession, the hot labor market, wages vs. inflation, the prospect for a soft landing in the economy, Robinhood vs. Coinbase, volatility in the mortgage market, a bunch of movie recs and much more.   Find complete shownotes on our blogs...  Ben Carlson’s A Wealth of Common Sense  Michael Batnick’s The Irrelevant Investor  Like u...

On today's Talk Your Book we spoke with Composer founder Ben Rollert about creating your own automated investment strategies.   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 fu...

On today's show we discuss the recession debate, why the economy is so confusing right now, calling a stock market bottom (or not), the tech stock comeback, earnings season 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 wi...

On today's show we answer questions straight from the listeners with some help from Rocket Dollar's Henry Yoshida.   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...

On today's show, we get an update on crypto from Meow CEO Brandon Arvanaghi and take a look at what happened with the recent crypto meltdowns.   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...

On today's show we discuss why the middle class is getting squeezed, why it's so hard to define what a recession is, boring stocks are outperforming, the size of the housing market, why negotiating will be making a comeback, spending time alone 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 Fac...

On today's show we discuss peaking inflation, confused banks, whys stocks are the best inflation hedge, 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 to...

On today's show we discuss stocks for the long run, Elon's Twitter debacle, the labor market vs. inflation, the number of cycles we've experienced since the pandemic, peak inflation 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...