Podcasts by 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/
Further podcasts by Michael Batnick and Ben Carlson
Podcast on the topic Geldanlage
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Talk Your Book: Strategic Income from 2023-11-27T09:00
On this episode, Michael Batnick and Ben Carlson are joined by Nuveen Portfolio Manager Nick Travaglino to discuss the bond market, the Fed, fixed income yields, what's goin on with interest rates,...
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You Can't Quantify Happiness (EP.335) from 2023-11-22T09:00
On episode 335 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the blowout year for the Nasdaq 100, how experience shapes investment decisions, transitory inflation arguments, where pri...
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People Love to Complain (EP.334) from 2023-11-15T09:00
On episode 334 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the Fed's victory over inflation, what Americans get wrong about inflation, the price of iPhones is actually going down, w...
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Talk Your Book: Bitcoin Fundamentals from 2023-11-13T09:00
On today's show, Michael Batnick and Ben Carlson are joined by Chris Kuiper, Director of Research at Fidelity Digital Assets to discuss: fundamental reasons Bitcoin is outperforming in 2023, illiqu...
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Finally, a Slowdown (EP.333) from 2023-11-08T09:00
On episode 333 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the cooling labor market, why the 60/40 portfolio looks more attractive now, why the Fed is in a tough spot, why everyone ...
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Talk Your Book: Betting on Duration from 2023-11-06T09:00
On today's show, Michael and Ben are joined by Alex Morris, Co-Founder and CIO of the US Benchmark Series to discuss: making bets on duration, risks on the short and long end of the treasury curve,...
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The Biggest Rug Pull of Our Lives (EP.332) from 2023-11-01T08:00
On episode 332 of Animal Spirits, Michael Batnick and Ben Carlson discuss: why so many people hate this economy, anecdotes vs. data, a depression in the mortgage industry, the good news about falli...
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Talk Your Book: Investing in Luxury from 2023-10-30T08:00
On today's show, Michael and Ben are joined by Brendan Ahern, CIO of Kraneshares to discuss: the creation of Kraneshares Luxury ETF, demographic trends and utilizing the wealth affect, challenges i...
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Higher for Longer (EP.331) from 2023-10-25T08:00
On episode 331 of Animal Spirits, Michael Batnick and Ben Carlson discuss: higher growth and higher rates vs. lower growth and lower rates, why there is so much focus on 60/40 portfolios, bears vs....
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Talk Your Book: Equities With Guardrails from 2023-10-23T08:00
On today's show, Michael and Ben are joined by Hamilton Reiner, MD, PM, and Head of US Equity Derivatives at J.P. Morgan Asset Management to discuss: how hedging ladders provide downside protection...
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Talk Your Book: The State of Venture Capital from 2023-10-21T08:00
On today's show, Michael and Ben are joined by Samir Kaji, CEO, President, and Co-Founder of Allocate to discuss: what start-up prices look like today, if the free money era is gone forever, VC ret...
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Does Government Debt Matter? (EP.330) from 2023-10-18T08:00
On episode 330 of Animal Spirits, Michael Batnick and Ben Carlson discuss: inflation coming down, the continued strength of the US consumer, Howard Marks on investing for a sea change, the risk-rew...
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Talk Your Book: The All-In-One Home Equity Loan from 2023-10-16T08:00
On today's show, Michael and Ben are joined by Jason Anderson, Regional Vice President of Northpointe Bank NMLS# 243209 to discuss: the All-In-One Loan, how interest rates affect home equity lines...
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The Worst Bear Market Ever (EP.329) from 2023-10-11T08:00
On episode 329 of Animal Spirits, Michael Batnick and Ben Carlson discuss: why long-term bond yields are rising, the worst bond market sell-off in history, when good news is bad news for the econom...
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Talk Your Book: Investing in Music from 2023-10-09T08:00
On today's show, Michael and Ben are joined by David Schulhof, Founder and CEO of MUSQ to discuss: what the MUSQ ETF is comprised of, whether or not the music industry is undervalued, the affect Ta...
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Yolo Spenders (EP.328) from 2023-10-04T08:00
On episode 328 of Animal Spirits, Michael Batnick and Ben Carlson discuss: crazy moves in US Treasuries, how prepared the consumer is for a recession, more positive data on inflation, Michael Lewis...
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Talk Your Book: Compounding Machine from 2023-10-02T08:01
Description: On today's show, we spoke with Eric Crittenden, CIO of Standpoint Asset Management to discuss: The creation and use of trend following, market changes over time, understanding what inv...
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House Poor (EP.327) from 2023-09-27T08:01
On today's show we discuss higher for longer, soft landings, why nothing has broken yet in the economy, where the housing bubbles are, why it's harder than ever to outperform the market, gambling v...
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Talk Your Book: Where Leverage Comes From from 2023-09-25T08:01
On today's show, we are joined by Ed Egilinsky, Managing Director and Head of Alternatives at Direxion to discuss: How leverage is created within leveraged ETFs, Why leveraged ETFs should not be he...
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Americans Love Borrowing Money (EP.326) from 2023-09-20T08:00
On episode 326 of Animal Spirits, Michael Batnick and Ben Carlson discuss: Future Proof, how markets have changed over the past 70 years, why allocations to stocks are higher than they were in the ...
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Talk Your Book: Customizing Alternatives from 2023-09-18T08:00
On today's show, we are joined again by Brett Hillard, CIO of GLASfunds to discuss: wealth managers vs. institutions investing in alternatives, how advisors are utilizing GLASfunds, investing in al...
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Is Apple the Next IBM? (EP.325) from 2023-09-13T08:00
On episode 325 of Animal Spirits, Michael Batnick and Ben Carlson are live at Future Proof! Duncan spills a Miami Vice and we discuss: what we actually do at RWM, if Apple is the next IBM, Canadian...
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Talk Your Book: The Macro Case for Crypto from 2023-09-11T08:00
On today's show, Michael and Ben are joined by Jack Neureuter, Senior Research Analyst at Fidelity Digital Assets, and Ramine Bigdeliazari, Director of Product at Fidelity Digital Assets to discuss...
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Talk Your Book: Need to Have Cars With Car Dealership Guy from 2023-09-09T08:00
On today's show, Michael and Ben are joined again by CarDealershipGuy to discuss: Ben's car leasing dilemma, leasing vs buying, why car prices have gotten so expensive, Tesla vs everyone, and much ...
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The Market Cap of Taylor Swift (EP.324) from 2023-09-06T08:00
On episode 324 of Animal Spirits, Michael Batnick and Ben Carlson discuss: one of the best years ever for the Nasdaq 100, people who want to see the financial system burn, getting back on trend wit...
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Are You on Track For Retirement? (EP.323) from 2023-08-30T08:00
On episode 323 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the outlook for a 60/40 portfolio, dollar cost averaging into a bear market, the evolution of retirement, the best age for...
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Talk Your Book: J.P. Morgan's Covered Call Strategies from 2023-08-28T08:00
On today's show, Michael and Ben are joined by Hamilton Reiner, MD, PM, and Head of US Equity Derivatives at J.P. Morgan Asset Management to discuss: how JEPI is constructed, how volatility affects...
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Rates to the Hilt (EP.322) from 2023-08-23T08:00
On episode 322 of Animal Spirits, Michael Batnick and Ben Carlson discuss: if bonds are more attractive than stocks right now, a lost decade for bonds, Michael Burry's track record, why the economy...
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Talk Your Book: Customizing Your Assets from 2023-08-21T08:00
On today's show, Michael and Ben are joined by Matt Radgowski, CEO of Halo Investing to discuss: customizing your assets, utilizing structured notes as a hedge, latest innovations in defined outcom...
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How Much is Happiness Worth? (EP.321) from 2023-08-16T08:00
On episode 321 of Animal Spirits, Michael Batnick and Ben Carlson discuss: Ben's trip to NYC, stock market vs. bond market valuations, the 4% inflation scenario, why the consumer is so important, r...
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Talk Your Book: Large Cap Alpha from 2023-08-14T08:00
On today's show, Michael and Ben are joined by Francisco Bido, Senior Portfolio Manager for the Integrated Alpha group of F/m Investments to discuss: screening companies, growth vs value investing,...
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Do Valuations Matter? (EP.320) from 2023-08-09T08:00
On episode 320 of Animal Spirits, Michael Batnick and Ben Carlson discuss: bull market corrections, why valuations don't matter all that much, why people were so wrong about the stock market, why w...
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Talk Your Book: Compounding with Concentrated Portfolios from 2023-08-07T08:00
On today's show, Michael and Ben are joined by John Neff, Partner and Portfolio Manager of AKRE Capital Management to discuss: the AI investing craze, the creation of fundamental analysis, compound...
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Everything is Up This Year (EP.319) from 2023-08-02T08:00
On episode 319 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the biggest behavioral bias in investing, the number of IPOs that survive, rolling the dice on the stock market, why the c...
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Talk Your Book: 100% Downside Protection from 2023-07-31T08:00
On today's show, Michael and Ben are joined by Bruce Bond, Founder and CEO of Innovator ETFs to discuss: how 100% downside protection works, what upside you can earn with complete downside protecti...
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The Wealth Paradox (EP.318) from 2023-07-26T08:00
On episode 318 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the 2 types of bear markets, why everyone was wrong but the stock market was right about a recession, speculation vs. inte...
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Talk Your Book: Future Proof Festival from 2023-07-24T08:00
On today's show, Michael and Ben are joined by Matt Middleton, CEO and Co-Founder of Advisor Circle to discuss: how Advisor Circle was started, why conferences needed to change, Future Proof 2022 a...
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Recession Not Required (EP.317) from 2023-07-19T08:00
On episode 317 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the stock market vs. the Fed's balance sheet, why expectations matter more than fundamentals in the short-run, the cruel i...
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Talk Your Book: The Impact of a Bitcoin ETF from 2023-07-17T08:00
On today's show, we are joined again by Jack Neureuter, Research Analyst at Fidelity Digital Assets to discuss: knock-on affects of a spot Bitcoin ETF, the Grayscale discount, Bitcoin in bear marke...
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Is Twitter Dead? (EP.316) from 2023-07-12T08:00
On episode 316 of Animal Spirits, Michael Batnick and Ben Carlson discuss: when to get bullish on the long run, how to use sell side stock research, what's wrong with Disney, cruises are underrated...
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Is the Housing Correction Over? (EP.315) from 2023-07-05T08:00
On episode 315 of Animal Spirits, Michael Batnick and Ben Carlson discuss the stock market fighting the Fed, the power of index fund flows, the most trustworthy source of financial advice, an econo...
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Talk Your Book: Optimizing Your Credit Card Points from 2023-07-03T16:00
On today's show, we are joined by Chris Hutchins, Host of All The Hacks Podcast to discuss: credit card point devaluation, the best cards to optimize spending, where you should book flights, transf...
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Why Crypto Needs BlackRock (EP.314) from 2023-06-28T08:00
On episode 314 of Animal Spirits, Michael Batnick and Ben Carlson discuss why the bond market isn't always the smart money, some more good news on the inflation front, why lifestyle inflation is at...
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Talk Your Book: Advisor Best Practices from 2023-06-26T08:00
On today's show, Michael and Ben are joined by Chris Shuba, founder and CEO of Helios to discuss: ETFs vs. direct indexing, why differentiation matters for advisors, utilizing content to drive busi...
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Why Housing Prices Are So Expensive (EP.313) from 2023-06-21T08:00
On episode 313 of Animal Spirits, Michael Batnick and Ben Carlson discuss investor behavior in a bull market, how boomers fell in love with stocks, how the unemployment rate impacts stock market re...
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Why Housing Prices Are So Expensive (EP.313) from 2023-06-21T08:00
On episode 313 of Animal Spirits, Michael Batnick and Ben Carlson discuss investor behavior in a bull market, how boomers fell in love with stocks, how the unemployment rate impacts stock market re...
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Talk Your Book: Internet Stocks with Income from 2023-06-19T08:00
On today's show, Michael and Ben are joined by Jonathan Shelon, COO of KraneShares to discuss internet growth in China, how to get exposure to China, how the KLIP ETF is able to generate high yield...
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Are Stocks Cheap? (EP.312) from 2023-06-14T08:00
On today's show Michael and Ben discuss the greatest company in history, why the bear market is over, why this might not be a new bull market, why the economy keeps humming along, what falling infl...
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Talk Your Book: The Electrification of America from 2023-06-12T08:00
On today's show, Michael and Ben are joined by Timothy Kramer, Founder and CEO of CNIC Funds to discuss investing in electricity, how CNIC Funds work, volatility in the energy market, what a suitab...
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Is the Bear Market Over? (EP.311) from 2023-06-07T08:00
On today's show Michael and Ben discuss the beginning of a new bull market, increased concentration in the stock market, the worst housing market ever for buyers, a worrying trend in demographics, ...
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Talk Your Book: Investing in Treasuries During a Debt Crisis from 2023-06-05T08:00
On today's show, we spoke with Alex Morris, Founder and CIO of F/m Investments on how Treasury ETFs work, why the 1mo is yielding so much, how government defaults could affect treasuries, and much ...
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Something Has to Break (EP.310) from 2023-05-31T08:00
On today's show, Michael Batnick and Ben Carlson discuss Ben's guiding philosophy on life and markets, why people buy and sell stocks at the wrong times, NVIDIA's crazy run, why the economy remains...
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Talk Your Book: Upside and Downside Customization For Your Portfolio from 2023-05-29T08:00
On today's show, we are joined by Jason Barsema, Co-Founder and President of Halo Investing to discuss how structured notes are made, counterparty risk during banking crises, customizing structured...
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Tech Stocks Are Back (EP.309) from 2023-05-24T08:00
On today's show, Michael Batnick and Ben Carlson discuss the now-available Animal Spirits x Tropical Bros shirts, a great year for stocks (so far), Japan and Germany making new decade highs, US Gov...
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Talk Your Book: Streamlining Alternative Investments from 2023-05-22T08:00
On today's show, we are joined by Brett Hillard, CIO of GLASfunds to discuss advisor pain points when investing in alts, the fund manager due diligence process, how interest rates affect the altern...
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Living a Rich Life with Ramit Sethi from 2023-05-20T08:00
On today's episode of Animals Spirits: Talk Your Book we are joined by Ramit Sethi to talk about his new Netflix Show, How to Get Rich. Find complete shownotes on our blogs...Ben Carlson’s A Wealth...
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The Only Game in Town (EP.308) from 2023-05-17T08:00
On today's show we discuss debt ceiling drama, the best long-term investment, money market funds, catching a falling knife, 24 hour trading, why workers are happier than ever, the greatest wealth t...
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Talk Your Book: Fidelity Digital Assets Mailbag from 2023-05-15T08:00
On today's show, we are joined by Jack Neureuter, Research Analyst at Fidelity Digital Assets to discuss what drives the price of Bitcoin, where to store Bitcoin, Bitcoin staying out of the headlin...
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Business Optimism Crashes (EP.307) from 2023-05-10T08:00
On today's show we discuss regional bank failures, confidence in the Fed, international diversification, the V-shaped recovery in the labor market, vibes vs. data in the economy, the best company i...
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Bear Market Lessons (EP.306) from 2023-05-03T08:00
On today's show, we discuss never shorting junk food, a purgatory market, why spending isn't slowing down, our first mortgage rates, the First Republic takeover, and much more! This episode is spon...
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Talk Your Book: CLOs – The Providers of Leverage from 2023-05-01T08:00
On today's show, we are joined by Thomas Majewski, Managing Partner of Eagle Point Credit Management to discuss what a CLO is, differences between a CLO and a CDO, how Eagle Point Credit is able to...
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Millennials Will Buy All the Stocks (EP.305) from 2023-04-26T08:01
On today's show we discuss what happens to stocks after a bad year, why foreign stocks are outperforming, why any recession should be mild, how millennials will impact stock market valuations, gene...
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Talk Your Book: Diversify Your Diversifiers from 2023-04-24T08:00
On today's show, we are joined by Paul Kim, CEO and Co-Founder of Simplify ETFs to discuss how rising yields affect alternative strategies, Simplify's interest rate hedge strategy, utilizing VIX st...
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The Crockpot Recession (EP.304) from 2023-04-19T08:00
On today's show we discuss why the bond market is so confused, why consumers are so confused, why Vanguard continues to dominate, why inflation is finally heading lower, why millennials aren't as b...
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Talk Your Book: Hidden Pricing Power from 2023-04-17T08:00
On today's show, we are joined by Haruki Toyama, Portfolio Manager and Head of Mid-Cap and Large-Cap Equity at Madison Investments to discuss finding wide moats, discovering hidden pricing power, u...
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The Year of Disappointment (EP.303) from 2023-04-12T08:00
On today's show, we discuss corrections during election years, rich boomers, how great AirBNB is, more issues at Twitter, Successions last season, and much more! Find complete shownotes on our bl...
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Talk Your Book: Defining the Downside from 2023-04-10T08:00
On today's show, we are joined again by Bruce Bond to discuss Innovators latest fixed-income focused barrier ETFs, how rate volatility affects ETF yield, risk-reward in fixed-income, and much more!...
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The 3 Levels of Wealth (EP.302) from 2023-04-05T08:00
On today's show we discuss why investors are always looking to catch a falling knife, a reversal in the markets since last year, why European stocks are outperforming, how money market funds became...
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Talk Your Book: No Bank Runs in Commercial Real Estate from 2023-04-03T08:00
On today's show, we spoke with Tom Miller, CEO and CIO of USQ to discuss real estate in Manhattan, the hottest sectors of commercial real estate, office space investing in the next few years, and m...
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Talk Your Book: Car Dealership Guy from 2023-04-01T08:00
On today's show, we are joined by CarDealershipGuy to discuss buying a car in 2023, buying v leasing, the downfall of Carvana, the electric car market, and much more! Find complete shownotes on ou...
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The Worst Chart in Finance (EP.301) from 2023-03-29T08:00
On today's show we discuss why investing is so hard, the time between all-time highs in a bear market, why the Fed is in such a tough spot, ramifications from the banking crisis, low supply in the ...
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Talk Your Book: Startups in a Crisis from 2023-03-27T08:00
On today's show, we are joined by Brandon Arvanaghi, Founder and CEO of Meow, and Devon Drew, the CEO and CIO of DFD Partners to discuss tools for business owners and treasury cash management, and ...
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The Lender of Last Resort (EP.300) from 2023-03-22T08:00
On today's show we discuss the latest from the banking crisis, the market's reaction to bank runs, what the Fed should do next, why service inflation is higher than goods inflation, why crypto is r...
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Talk Your Book: How to Buy Treasuries from 2023-03-20T08:00
On today's show, we are joined by Alex Morris, Co-Founder and CIO of F/m Investments and the US Benchmark Series to discuss yield volatility, why it's so hard to buy single treasuries, the 2023 ban...
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The Panic of 2023 (EP.299) from 2023-03-15T08:00
On today's show we discuss Silicon Valley Bank, the psychology of bank runs, how the Fed broke stuff, FDIC insurance, why the banking industry is forever changed, tech is the new Wall Street, why t...
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Talk Your Book: The Carrying Cost of Crazy from 2023-03-13T08:00
On today's show, we are joined by Dr. David Kelly, Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management about the SVB drama, interest rates ...
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How Much Do You Need to Make to be Rich? (EP.298) from 2023-03-08T09:00
On today's show, we discuss reaction to Powells testimony, richsession in chart form, Silvergate drama, Michaels humble brags, Karen-Batnick, and much more! Find complete shownotes on our blogs.....
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Talk Your Book: A Bull Market in Tickers from 2023-03-06T09:00
On today's show, we are joined by Ed Egilinsky, Managing Director and Head of Alternatives at Direxion to discuss how to use leveraged ETFs, the cost of leverage, exciting thematics in 2023, and mu...
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Talk Your Book: Lifetime Income from 2023-03-04T14:00
On today's show, we are joined by David Blanchett, Managing Director and Head of Retirement Research at Prudential to discuss how advisors should think about incorporating annuities, what annuities...
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Are Bonds Competition For Stocks (EP.297) from 2023-03-01T09:00
On today's show we discuss Michael's trip to Disney, the economy is too hot to not go into a recession, why inflation remains elevated, the junk stock rally, why housing prices aren't falling faste...
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Talk Your Book: The "Tech Heavy" Nasdaq from 2023-02-27T09:00
On today's show, we are live from the Exchange ETF conference in Miami with Phil Mackintosh, Chief Economist and Senior Vice President at Nasdaq to discuss where interest rates may go this year, if...
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Talk Your Book: Investing in Quality Growth from 2023-02-20T09:00
On today's show, we are joined by Kevin Walkush, Portfolio Manager at Jensen Investment Management to discuss how return on equity works, dealing with changing moats, setting expectations for retur...
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When Money Becomes a Liability (EP.296) from 2023-02-15T09:00
On today's show, we discuss if inflation is behind us, the AI bubble, popular strategies during a bear market, Fleishman in real life, parking spaces, and much more! Find complete shownotes on our...
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Talk Your Book: Bitcoin Doesn't Know It's Price from 2023-02-13T09:00
On today's show, we are joined by Jack Neureuter, Research Analyst at Fidelity Digital Assets to discuss a sentiment check with Bitcoin, use cases, a year in review for 2022, how Bitcoin has held u...
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Ready to Pop (EP.295) from 2023-02-08T09:00
On today's show we discuss the psychology behind big gains and losses, why retail traders are buying again, entertainment vs. advice with Jim Cramer, new bull market vs. bear market rally, value vs...
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Talk Your Book: The Prophet of Capital Preservation from 2023-02-06T09:00
On today’s show, we had Darren Schuringa, CEO and Founder of ASYMmetric ETFs on to discuss market volatility, how leverage works within leveraged ETFs, how ASYMmetric utilizes leverage and trend fo...
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Benjamin Graham Disciple (EP.294) from 2023-02-01T09:00
On today's show we discuss the stock and bond market rallies in 2023, why certain investors are so pessimistic all the time, housing market activity bottoming, the most hated economic expansion of ...
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Talk Your Book: The Long and Short of Commodities from 2023-01-30T09:00
On today's show, we are joined by Sal Gilbertie, CEO of Teucrium to give us an update on Oil&Gas, how supply chains are looking in 2023, Teucriums latest Long/Short fund, potential issues with Chin...
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Is the Stock Market Getting Ahead of Itself? (EP.293) from 2023-01-25T09:00
On today's show we discuss why the narrative changes for the economy on a weekly basis, the snapback rally in the stock market, trouble in the car market, the boom in entrepreneurship, putting tech...
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Talk Your Book: The Biggest Short Squeeze of All Time from 2023-01-23T09:00
On today's show, we are joined by Luke Oliver, Managing Director, Head of Climate Investments, and Head of Strategy at Kraneshares to discuss the biggest short of all time, how emissions are relate...
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Is a Soft Landing Inflationary? (EP.292) from 2023-01-18T09:00
On today's show we discuss why people still invest in stocks even when bond rates are high, international stocks are on a tear, the 60/40 argument that never dies, the Fed vs. the bond market, reco...
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Talk Your Book: Investing in Fallen Angels from 2023-01-16T09:00
On today's show, we are joined by Fran Rodilosso, Head of Fixed Income ETF Portfolio Management at VanEck to discuss rising stars vs fallen angels, how to be tactical with fixed income, what a fall...
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What's the negative catalyst? (EP.291) from 2023-01-11T09:00
On today’s show we discuss Michael becoming famous for a Bezos prediction, the case for no recession in 2023, the bullish case for stocks, the bearish case for stocks, false signals from an inverte...
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Talk Your Book: What Makes an Index Fund Work from 2023-01-09T09:00
On today's show, we are joined by Rodney Comegys, Head of Vanguards Equity Investment Group to discuss how indexing works, what makes Vanguard so special, active investing vs passive investing, and...
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10 Predictions For 2023 (EP.290) from 2023-01-04T09:00
On today's show we discuss the terrible no good year that was 2022 for financial markets, some thoughts on what might happen in 2023, the 4 factors that should impact markets and the economy next y...
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[CORRECTION] The Tesla Crash (EP.289) from 2022-12-28T09:00
On this week's show we discuss the kid premium around the holidays, the most surprising things that happened in 2022, some thoughts on stocks vs. the economy for 2023, why consensus is wrong most o...
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Talk Your Book: The Rise of Thematic Investing from 2022-12-26T09:00
On today's show, we are joined by Pavel Vaynshtok, Managing Director, Global Head of Strategy Indices at S&P Dow Jones Indices to discuss the history of indices, why thematics have gotten so popula...
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Buy the Dip is Dead (EP.288) from 2022-12-21T09:00
On today's show we talk about why the stock market is getting crushed this month, what one year's returns mean for the next year, why retail investors are still buying tech stocks, 3 scenarios for ...
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Talk Your Book: The Opposite of ESG from 2022-12-19T09:00
On today's show, we are joined by Mark Neuman, Founder and CIO of Constrained Capital to discuss companies orphaned by ESG, how capital is actually getting constrained, politics in investing, Coke&...
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Peak Inflation (EP.287) from 2022-12-14T09:00
On today's show we discuss inflation rolling over, the possibility of a soft landing, Santa Claus rallies, SPF getting arrested, what a housing market comeback would look like, picking stocks vs. p...
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A Recession is Coming (EP.253) from 2022-04-20T08:00
On today's show we discuss taking Twitter private, why tech billionaires are so unhappy, why no one is positioned for a commodities supercycle, the best pool drink, a normal housing market and m...
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Talk Your Book: When Will the Housing Market Normalize? from 2022-04-18T08:00
The Fed is Making a Mistake (EP.252) from 2022-04-13T08:00
On today's show we discuss the crazy move higher in interest rates, the wealth effect in stocks, recessions vs. inflation, wage growth for lower income levels, Elon Musk's Twitter escapades, own...
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Talk Your Book: The Financial Advisor's Cheat Code from 2022-04-11T08:00
On today's Talk Your Book we spoke with Josh Smith from VRGL about how his company is making it easier for financial advisors to bring in new business and understand their clients.
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Long Global, Short USA (EP.251) from 2022-04-06T08:00
On today's show we discuss Elon Musk's new position in Twitter, Tiger Global, the scalding hot labor market, frugality is not always the way, the Animal Spirits Discord channel and much more. Listen
Talk Your Book: Investing in mRNA from 2022-04-04T08:00
On today's Talk Your Book, we talked with Dave Mazza from Direxion about investing in mRNA technology.
Tighten Until Something Breaks (EP.250) from 2022-03-30T08:00
On today's show we discuss inflation vs. the stock market, bonds getting killed, the crazy housing market, betting on the Oscars, why Twitter was built for pop cult...
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Talk Your Book: Protecting the Downside from 2022-03-28T08:00
On today's Talk Your Book we had Bruce Bond from Innovator ETFs back on the show to discuss how advisors are using managed and buffered ETFs to protect the downside in their portfolios.
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Can the Markets Cause a Recession (EP.249) from 2022-03-23T08:00
On this week's show we discuss the crazy moves in interest rates, mortgage rates going much higher, how to think about bond yields right now, why the U.S. consumer ...
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Is a Recession Bullish For Tech Stocks? (EP.248) from 2022-03-16T08:00
On today's show we discuss the probability for a recession, crazy commodities prices, housing as a commodity, rising mortgage rates, why dogs are so awesome, the new Batman movie and much more.<...
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Talk Your Book: How Advisors Can Manage 401k Accounts from 2022-03-14T08:00
On today's Talk Your Book we spoke with Dave Goldman from Pontera about helping advisors manage held away accounts for clients.
Talk Your Book: The Craziest Commodities Market Ever from 2022-03-12T09:00
On today's special edition of Talk Your Book, we spoke with Sal Gilbertie from Teucrium Agriculture ETFs about what's going on in the commodities market.
... Listen
More Sellers Than Buyers (EP.247) from 2022-03-09T09:00
On this week's show we discuss a bear market brewing in the stock market, the stock market now vs. 1900, the impact of higher gas prices on consumer sentiment, crazy commodities prices, energy s...
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Talk Your Book: Regulating Crypto from 2022-03-07T09:00
On today's Talk Your Book, we spoke with BlockFi CEO Zac Prince about the company's recent SEC regulations, what it means for the company going forward and the promise for crypto in an unstable ...
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The Financial Rails of the Future from 2022-03-05T09:00
On today's show we spoke with Meow co-founder Brandon Arvanaghi about how companies and advisors can earn higher yields on their cash in crypto.
A Moral Margin Call (EP.246) from 2022-03-02T09:00
On today's show we discuss investing during a war, the biggest questions we have right now, why it's impossible to predict the future, the rising potential for a financial crisis, how to win dur...
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Talk Your Book: Farming with Factors from 2022-02-28T09:00
On today's Talk Your Book, we spoke with Carter Malloy from Acre Trader about investing in farmland.
The Craziest Housing Market Ever (EP.245) from 2022-02-23T09:00
On today's Animal Spirits, we discuss the growth stock sell-off getting real, differences between now and the end of the dot-com bubble, why savings account yields aren't going up yet, inequalit...
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Talk Your Book: Managing Risk Like an Actuary from 2022-02-21T09:00
On today's Talk Your Book, we had Julian Koski from New Age Alpha back on to explain the H Factor and how it helps evaluate individual stocks.
Starting a Crypto Hedge Fund from 2022-02-19T09:00
On today's show we spoke with Leigh Drogen from Starkiller Capital about starting a crypto hedge fund.
Boomflation or a Recession? (EP.244) from 2022-02-16T09:00
On this week's show we discuss the latest inflation numbers, the Fed's conundrum, why corporations have the upper hand with inflation, bullish on Disney, BlockFi's SEC fine and much more.
Talk Your Book: Accessing Commercial Real Estate from 2022-02-14T09:00
On today's show, the guys are joined again by Ryan Williams to talk about how investors can get access to institutional-quality commercial real estate.
Inflation at Disney World (EP.243) from 2022-02-09T09:00
On today's show we talk about the huge moves after earnings, why people don't change their consumption habits, Ben's trip to Disney World, and much more
... Listen
Talk Your Book: Disruption as an Asset Class from 2022-02-07T09:00
On today's Talk Your Book, we spoke with Kristof Gleich and Spenser Lerner from Harbor Capital about owning and managing portfolios with innovation stocks.
Stocks Work Best at Night (EP.242) from 2022-02-02T09:00
On today's show we discuss the market correction, why stock-picking is so difficult, small caps in a bear market, Bitcoin to $1 million, the Fed inverting the yield curve and more.
Talk Your Book: Reinventing the American Dream from 2022-01-29T09:00
On today's Talk Your Book, we spoke with EasyKnock CEO Jarred Kesler about helping people tap their home equity.
A Lightning Fast Correction (EP.241) from 2022-01-26T09:00
On this week's show we discuss what we love about market corrections, why people assume they can guess what comes next with the stock market, parallels between the growth stock sell-off and the ...
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Talk Your Book: Where to Find Yield on Your Cash from 2022-01-24T09:00
On today's Talk Your Book, had had Brian Dally from Groundfloor back on the show to discuss their new Stairs app and how to earn higher yields by investing in real ...
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25 Million New Brokerage Accounts (EP.240) from 2022-01-19T09:00
On this week's show we discuss the retail investor takeover of the stock market, ARKK's performance woes, the impact of higher mortgage rates on the housing market, peak Silicon Valley and more....
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Talk Your Book: Investing in Sustainability from 2022-01-17T09:00
Is the Fed Trapped? (EP.239) from 2022-01-12T09:00
On today's show we discuss 3 bearish scenarios for the stock market, why the Fed could be in a tight spot, growth stocks getting wrecked, the next step for NFTs, cr...
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Talk Your Book: Options Are Eating the Stock Market from 2022-01-10T09:00
On today's show we had Paul Kim from Simplify ETFs back on to discuss how RIAs are dealing with a low interest rate environment, dipping your toe into crypto, using options and leverage responsi...
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Why The Bull Market Could Last a Lot Longer (EP.238) from 2022-01-05T09:00
On today's show we discuss the year that was in the stock market for 2021, why people hate the Fed so much, Michael's predictions for the year, why the bull market could continue to run, stock m...
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Talk Your Book: Can Anything Slow Down the Housing Market? from 2022-01-03T09:00
On today's show we talk to Fundrise CEO Ben Miller about the state of the housing market, why build-to-rent is the next big thing, what could possibly slow down the...
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Howard Lindzon Unplugged from 2022-01-01T09:00
On today's special episode we speak with Howard Lindzon about his career, the state of venture capital today and what it's like investing in start-ups.
When to Sell a Growth Stock (EP.237) from 2021-12-29T09:00
On this week's show we discuss an amazing year in the U.S. stock market, why celebrity SPACs stink, the impact of mortgage rates on housing prices, Web3 communities and much more.
An Extraordinary Decade (EP.236) from 2021-12-22T09:00
On today's show we discuss Omicron, why the market is over the virus, Cathie Wood's bold return forecast, why everyone is lowering return expectations, why the middle class is unhappy, the futur...
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Talk Your Book: Massive ETF Inflows from 2021-12-20T09:00
On today's show we spoke with Matt Bartolini from State Street Global Advisors about ETFs, inflation and their 2022 outlook.
Ben Carlson’s ... Listen
Person of the Year (EP.235) from 2021-12-15T09:00
Talk Your Book: Investing in Carbon Allowances from 2021-12-13T09:00
On today's Talk Your Book, we spoke with Luke Oliver from Kraneshares about the huge potential in carbon allowances.
The Most Crowded Stocks (EP.234) from 2021-12-08T09:00
On this week's show we discuss the growth stock crash, the third web, and wonder if Paul Thomas Anderson is overrated.
Talk Your Book: Buying a Picasso from 2021-12-06T09:00
On today's Talk Your Book, we spoke with Masterworks founder and CEO Scott Lynn on what it's like to run a unicorn, and how they are changing the investment landsca...
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Talk Your Book: Down with Title Insurance from 2021-12-04T09:00
On today's Talk Your Book we spoke with Doma founder and CEO Max Simkoff about title insurance, home appraisals and making the purchase and refinance of your house ...
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Housing Prices Are Still Too Low (EP.233) from 2021-12-01T09:00
On this week's show we discuss why the markets care about the new variant, Twitter's crappy stock performance, inflation at the Dollar Store, profit margins are too high, buying real estate in t...
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Talk Your Book: The DAO of DeFi Index Funds from 2021-11-29T09:00
On today's Talk Your Book, we spoke with Mike Taormina from Index Coop about investing DeFi index funds.
Ben Carlson’s Listen
The High Beta Crash (EP.232) from 2021-11-24T09:00
On today's show we discuss why the stock market doesn't care about inflation (yet), the growth stock massacre, how corporations are taking advantage of inflation, the new frontiers in crypto, so...
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Talk Your Book: Where to Save For Your Down Payment from 2021-11-22T09:00
On today's Talk Your Book we spoke with Taylor and Brett Sohns from Lifegoal Investments about their Home Down Payment ETF.
Everyone Hates Inflation (EP.231) from 2021-11-17T09:00
On this week's show we discuss the highest inflation rate in 30 years, why this is a good time to be a borrower, why no one is happy about the economy right now, Michael got rugged in crypto and...
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Talk Your Book: Crypto Goes Mainstream from 2021-11-15T09:00
On today's Talk Your Book, we had BlockFi CEO Zac Prince back on the show to discuss all things crypto.
Great Quartr Guys (EP.230) from 2021-11-10T09:00
On this week's show we discuss Elon Musk selling 10% of his Tesla shares, the pandemic trade is over, Zillow's blunder, Peloton's downfall, interest rates remaining low and much more.
Talk Your Book: Why Annuities Have Higher Yields Than Bonds from 2021-11-08T09:00
On today's Talk Your Book, we spoke with David Lau from DPL Financial Partners about annuities and how financial advisors are dealing with low interest rates.
There's No Crying in Crypto (EP.229) from 2021-11-03T08:00
On today's show we discuss the impact of rising rates on the stock market, Shibu Inu, the different levels of FOMO, parallels to the tech bubble, why everything we learned in business school is ...
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Talk Your Book: Real World Betting Markets from 2021-11-01T08:00
We spoke with Kalshi founder Tarek Mansour about betting on the outcomes of real-world events.
Ben Carlson’s Listen
Hyperinflation, It's Happening (EP.228) from 2021-10-27T08:00
On today's Animal Spirits we discuss worrying too much about the markets, Tesla's impressive performance, inequality in the stock market, trying to explain crypto to civilians, Jack the macro to...
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Talk Your Book: How to Use Thematic ETFs from 2021-10-25T08:00
On this edition of Talk Your Book we spoke with Dave Mazza from Direxion about investing in WFH stocks, moonshots and the hydrogen economy.
It Wasn't Transitory (EP.227) from 2021-10-20T08:00
On this week's show we discuss the new bitcoin ETF, higher than expected inflation, a positive spin on the supply chain issues, a record number of people quitting their job, the boom in consumer...
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Talk Your Book: Finding Growth Stocks Around the Globe from 2021-10-18T08:00
On today's Talk Your Book we spoke with Rob Forker of Polen Capital about investing in international small cap growth companies.
Ben Carlso... Listen
The 24/7 Stock Market (EP.226) from 2021-10-13T08:00
On today's show we talk about supply chain issues, why millennials don't drive minivans, what constitutes being rich, net worth by age, my favorite Tom Hanks movie, the difference between housin...
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Talk Your Book: Investing in Real Estate Alongside Harvard from 2021-10-11T08:00
On today's Talk Your Book we spoke with Cadre CEO Ryan Williams about investing in commercial real estate.
Find complete shownotes on our blogs...
Ben Carlson’s <...
Unaffordable Housing (EP.225) from 2021-10-06T08:00
On this week's show we discuss supply chain problems, buying Christmas presents early, why progress requires inflation, investors have been spoiled, housing affordability in the United States, Z...
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Richer Than Ever (EP.224) from 2021-09-29T08:00
On today's show we discuss Rich Dad Poor Dad, why bailouts are here to stay, Cathy Wood really likes treasuries, sports gambling hits the mainstream, options are en...
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Talk Your Book: Accelerating Your Returns from 2021-09-27T08:00
On today's Talk Your Book we spoke once again with Bruce Bond of Innovator ETFs about defined outcome investing.
Find complete shownotes on our blogs...
Ben Carlson’s Listen
Probably Not The Next Lehman (EP.223) from 2021-09-22T08:00
On this week's show we discuss the newest market crisis du jour, what's holding down bond yields, the crypto narrative that doesn't hold water, America's day care system is broken and much more....
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Talk Your Book: The Fabric of Risk from 2021-09-20T08:00
On today's Talk Your Book we spoke with Rick Bookstaber of Fabric Risk about how advisors and their clients should approach the concept of risk in their financial plans.
Find complete sho...
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The Crypto Gateway Drug (EP.222) from 2021-09-15T08:00
On today's show we discuss the problem with historical analogs in finance, the biggest stocks in the stock market, why financial manias persist, why stablecoins earn such high rates of interest,...
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Talk Your Book: An Alternative to Low Bond Yields from 2021-09-13T08:00
On today's Talk Your Book, we spoke with David Lau of DPL Financial Partners about all things annuities and how they can help advisors in a low interest rate world.
Find complete shownote...
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Interest Rates Are Never Going Up Again (EP.221) from 2021-09-08T08:00
On today's show we discuss the early days of this podcast, Ray Dalio's performance issues, how wealth and demographics are impacting interest rates, why bitcoin matters, Ben's week with Covid an...
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Talk Your Book: Insourced CIO from 2021-09-06T08:00
On today's Talk Your Book we spoke with Helios CEO Chris Shuba about estate planning and investment services for financial advisors.
Find complete shownotes on our blogs...
Ben Carl...
The Big Long (EP.220) from 2021-09-01T08:00
On today's show we discuss a Covid outbreak for Ben, the shifting risk appetite for young people, getting rich overnight has never been easier, why money supply is ...
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How to Crush a Job Interview (EP.219) from 2021-08-25T08:00
On today's show we discuss the pros and cons of the CFA, tales of Michael's old job interviews, seeing both sides of the NFT boom, why moving money in crypto is still so complex, people working ...
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Talk Your Book: Bring Your Own Deal from 2021-08-23T08:00
Ben Turns 40 (EP.218) from 2021-08-18T08:00
On this week's show we discuss direct-listed IPO performance, the scorching hot NFT market, Ben's milestone birthday, transitory inflation signals, shortages in the economy, the relativity of ri...
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Talk Your Book: Diamonds Hand with Zac Prince from 2021-08-16T08:00
On today's Talk Your Book we spoke with BlockFi CEO Zac Prince about all things crypto.
Find complete shownotes on our blogs...
Ben Carlson’s Listen
Did Bitcoin Kill Gold? (EP.217) from 2021-08-11T08:00
On today's show we discuss investors behaving better, meme stock pushback, what is wrong with gold, why crypto isn't crashing despite more regulation, canceling student loan interest, Michael's ...
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Talk Your Book: Investing in Dual Impact ETFs from 2021-08-09T08:00
On today's Talk Your Book we spoke with Wendy Wong of New York Life Investments about investing to fight heart disease.
Find complete shownotes on our blogs...
Ben Carlson’s
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Emergency Pod: We Were Both Wrong About Robinhood from 2021-08-05T08:00
The Best Way to Get a Raise (EP.216) from 2021-08-04T08:00
On today's show we discuss Ben's recent trip to NYC, how the psychology around money can shape your relationships, the 1987 of recessions, the Robinhood IPO, changing how we think about debt, ho...
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Talk Your Book: Investing in Wine from 2021-08-02T08:00
On today's Talk Your Book we spoke with Vinovest CEO Anthony Zhang about investing in wine and whiskey.
Find complete shownotes on our blogs...
Ben Carlson’s Listen
We Love to Spend Money (EP.215) from 2021-07-28T08:00
On this week's show we discuss the insane run in stocks over the last 12 years, what's moving crypto prices lately, when to take profits from a big winner, the shortest recession ever, housing p...
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Talk Your Book: The Netflix of Homebuilders from 2021-07-26T08:00
Prices Only Go Up (EP.214) from 2021-07-21T08:00
On this week's show we discuss the difference between a trip and a vacation, what it means to be rich, the inflation conundrum, why it's easier to raise prices than lower them, why Roth IRAs won...
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Talk Your Book: Invest by Avoiding the Losers from 2021-07-19T08:00
High School Reunion (EP.213) from 2021-07-14T08:00
On today's episode we discuss the Roaring 20s, why things are better than you think, the coming baby bust, the end of cash, who's driving up home prices, the end of the movie business, Ben's hig...
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Talk Your Book: Quality Growth from 2021-07-12T08:00
On today's show the guys talk with Eric Schoenstein, CIO at Jensen Investment Management about how to find quality growth companies trading at a reasonable price. Find complete shownotes on our ...
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$35 Trillion Giveaway (EP.212) from 2021-07-07T08:00
Talk Your Book: High-Yield Real Estate from 2021-07-05T08:00
On today's show, the guys talk with Brian Dally from Groundfloor about the opportunity to invest in high-yield real estate.
Find complete shownotes on our blogs...
Ben Carlson’s
The Wealthiest Generation (EP.211) from 2021-06-30T08:00
On this week's show we discuss money piling into crypto, bubble experts, flows over pros, young people waiting to settle down, the housing market conundrum, households are richer than ever, FOMO...
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Talk Your Book: Anti-Carry from 2021-06-25T08:00
Lifestyle Creep (EP.210) from 2021-06-23T08:00
On today's show we discuss inflation, why bond yields are falling, getting wrecked in DeFi, fintech's customer service problem, taking a family loan to buy a house, managing the econo...
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Talk Your Book: Investing in Volatility from 2021-06-18T08:00
On today's show the guys speak with James McDonald, CEO of Hercules Investments about option trading strategies.
Find complete shownotes on our blogs...
Ben Carlson’s Listen
Fed Apologists (EP.209) from 2021-06-16T08:00
Talk Your Book: The State of the Housing Market from 2021-06-11T08:00
Permanent Stimulus (EP.208) from 2021-06-09T08:00
Talk Your Book: The Commodity Supercycle from 2021-06-04T08:00
And Then I Got Scammed (EP.207) from 2021-06-02T08:00
Listener Mailbag (EP.206) from 2021-05-28T08:00
The Worst Time To Buy a Home (EP.205) from 2021-05-26T08:00
Talk Your Book: The Case for Investing in Farmland from 2021-05-21T08:00
Find complete showno...
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A Shortage of Everything (EP.204) from 2021-05-19T08:00
Growth at a Reasonable Price from 2021-05-14T08:00
Bubbles Are Forever (EP.203) from 2021-05-12T08:00
On this week's show we discuss the huge miss in the job's report, why stock market valuations are so hard to use today, why we need to build more houses, the insane spike in lumber prices, the d...
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Talk Your Book: Is Art Recession-Proof? from 2021-05-07T08:00
On today's show, we talk with Scott Lynn about one of the best performing asset classes during the pandemic.
Find comple...
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We Should Be in a Bubble (EP.202) from 2021-05-05T08:00
On this week's show we discuss the roommate theory, Bill Murray, the massive scale of the 5 big tech stocks, rational vs. irrational bubbles, pros and cons of Robinhood, crypto going off and muc...
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Talk Your Book: The Sports Memorabilia Boom from 2021-04-30T09:30
The YOLO Economy (EP.201) from 2021-04-28T09:30
On this week's show we discuss the crypto crash, setting return expectations, make life changes because of the pandemic, cynical thinking because of the internet, taxes vs. the stock market and ...
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Talk Your Book: Why the Real Estate Bull is Just Getting Started from 2021-04-23T09:30
The Dumbest Week Ever (EP.200) from 2021-04-21T09:30
Talk Your Book: Crypto Update with Zac Prince from 2021-04-16T09:30
A Shortage of Workers (EP.199) from 2021-04-14T09:30
Housing Bubble 2.0? from 2021-04-07T09:30
Talk Your Book: The Psychology of Investing in Bitcoin from 2021-04-02T09:30
Ben Carlson’s Listen
The Active Management Resurgence (EP.197) from 2021-03-31T09:30
On today's show we discuss the most bullish thing about the stock market right now, the catalyst for value beating growth, when the smart money is really dumb, the relationship between inflation...
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Talk Your Book: Investing in the Gig Economy from 2021-03-26T09:30
On today's Talk Your Book we speak with David
Dziekanski, portfolio manager for the SoFi Gig Economy
ETF.
Find complete shownotes on our blogs...
Ben Carlson’s
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An Affordability Crisis (EP.196) from 2021-03-24T09:30
On today's show we discuss rising real estate prices, how the work from home trend could impact housing, working at Goldman Sachs, the income required to be considered rich, benchmarking your re...
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Talk Your Book: The Case for Emerging Markets from 2021-03-19T09:30
Super Bullish (EP.195) from 2021-03-17T09:30
Talk Your Book: Investing in Freedom from 2021-03-12T10:30
On today's show we speak with Perth Tolle of Life + Liberty Indexes about freedom as an investment factor.
Find complete shownotes on our blogs...
Ben Carlson’s Listen
The Recession is Over (EP.194) from 2021-03-10T10:30
Talk Your Book: The Most Ambitious ETFs from 2021-03-05T10:30
Never Bet Against America (EP.193) from 2021-03-03T10:30
Talk Your Book: Investing in Moonshots from 2021-02-26T10:30
The Beanie Baby Bubble (EP.192) from 2021-02-24T10:30
On today's show we discuss the collectibles boom, similarities and differences to the Beanie Baby boom of the late-1990s, NBA Top Shot, ISAs for pro athletes and more.
Find complete shown...
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Listener Mailbag from 2021-02-19T10:30
Bidding Wars (EP.191) from 2021-02-17T10:30
Talk Your Book: The Madness of crowds from 2021-02-12T10:30
Money Tree (EP.190) from 2021-02-10T10:30
Talk Your Book: Commission-Free Insurance from 2021-02-05T10:30
The Big Squeeze (EP.189) from 2021-02-03T10:30
TYB: Crypto as an Emerging Store of Value from 2021-01-29T10:30
Ben Carl... Listen
It's Very Different This Time (EP.188) from 2021-01-27T10:30
On today's show we talk about the wild moves in Gamestop, why this is now a young person's market, why the SEC is probably going to come calling for some YOLO investors, why this is and is not l...
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Talk Your Book: Investing in Fixed Income from 2021-01-22T10:30
Micro Bubbles (EP.187) from 2021-01-20T10:30
Talk Your Book: Investing in Real Estate With Fundrise from 2021-01-15T10:30
... Listen
Tesla is the Next Tesla (EP.186) from 2021-01-13T10:30
Should I Use a Roth or a Traditional IRA? from 2021-01-11T10:30
Talk Your Book: 2021 Outlook from 2021-01-08T10:30
Inflation Truthers (EP.185) from 2021-01-06T10:30
The Best of 2020 from 2021-01-01T10:30
Everyone Knows Everything (EP.184) from 2020-12-30T10:30
Talk Your Book: Momentum Investing With Joe Terranova from 2020-12-25T10:30
Never Stop Buying Lottery Tickets (EP.183) from 2020-12-23T10:30
How to Start Your Financial Life (EP.182) from 2020-12-18T10:30
IPO Mania (EP.181) from 2020-12-16T10:30
On this week's show we discuss the Airbnb and DoorDash IPOs, similarities and differences between now and the 1990s dot-com boom, why IPOs rise so much on the first day of trading, YOLO structur...
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Talk Your Book: ESG Investing from 2020-12-11T10:30
How America Invests (EP.180) from 2020-12-09T10:30
On today's show we discuss AT&T vs. Verizon, why we could see the highest CAPE ratio ever, the end of movie theaters, why selling is the hardest part of investing, ...
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Blog Post: How Ben Invests His Money from 2020-12-07T10:00
Inspired by the new book, How I Invest My Money, Ben shares how he manages his own money.
Listen
Book Excerpt: The 20 Rules of Personal Finance from 2020-12-05T10:00
Ben reads a chapter from his new book, Everything You Need to Know About Saving For Retirement.
Listen
Talk Your Book: The Structured Marketplace from 2020-12-04T10:30
On today's show we talked with Jason Barsema, co-founder and CEO of Halo Investing, an online marketplace for structured products, annuities, and buffered ETFs.
Find complete shownotes on...
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Raising the Minimum Wage (EP.179) from 2020-12-02T10:30
On this wee's show we discuss bitcoin vs. gold, billionaires and the minimum wage, there is no perfect number for your savings goals, the downside of FIRE, why credit card debt it falling, the p...
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Blog Post: Is Robinhood Good For Investors? from 2020-11-30T11:00
A few weeks ago on a Zoom conference call, Michael was asked "Is Robinhood good for investors?"
In this episode, Michael shares how this question caused him to think more deeply about his...
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Talk Your Book: Investing in Bitcoin from 2020-11-27T10:30
On today's Talk Your Book we chat with BlockFi CEO Zac Prince about all things Bitcoin and cryptocurrencies.
Find complete shownotes on our blogs...
Ben Carlson’s Listen
Is Bitcoin the New Gold (EP.178) from 2020-11-25T10:30
On this week's show we talk about the bitcoin bull market, the generational wealth gap, who owes all the student loan debt, why poor people still buy luxury goods, investing in TikTok mansions, ...
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Talk Your Book: Direct Indexing from 2020-11-20T10:30
On today's show, Michael and Ben talk with Rusty Vanneman, Chief Investment Officer at Orion Advisor Solutions about all things related to direct indexing.
Find complete shownotes on our ...
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Cancel All the Debt (EP.177) from 2020-11-18T10:30
On this week's show we discuss vaccine Mondays, why the market doesn't care about increasing cases, what's the best age to die, making emergency funds obsolete, too much cash on the sidelines an...
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Blog Post: How Much is $20 a Month Worth? from 2020-11-16T20:01:22
Ben looks at one of the hardest problems for most people when it comes to building wealth -- regularly saving money and shows why $20/month could be worth more than you think.
And he has ...
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BLOG POST: How I Invest My Money from 2020-11-14T12:53:46
Ben and I are trying something new.
Once or twice a week we're going to read a blog post and drop it in Animal Spirits. If you like it, we'll keep going, if not, we'll stop.
The fi...
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Talk Your Book: But What Happens Tomorrow? from 2020-11-13T10:30
On today's show we talk with Michael Arone, Chief Investment Strategist at State Street Global advisors about how elections impact the market, and why we might be on an unsustainable path going ...
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The Vaccine (EP.176) from 2020-11-11T10:30
On this week's show we discuss what a vaccine would mean for the markets and economy, why a post-pandemic market will be so difficult to handicap, the potential for a massive boom post-vaccine, ...
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Talk Your Book: Farmland for the Modern Investor from 2020-11-06T10:30
On today's Talk Your Book we speak with Artem Milinchuk, CEO & Founder of FarmTogether about how he brought investing in farmland to the 21st century investor.
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Trading the Election (EP.175) from 2020-11-04T10:30
On this week's show we discuss how to think about your portfolio in relation to the presidential election, how markets tend to react during the post-election period, is it finally time for value...
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Talk Your Book: Stacker ETFs from 2020-10-30T09:30
On today's Talk Your Book we welcomed ba...
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The Worst Chart in Finance (EP.174) from 2020-10-28T09:30
On this week's show we discuss why the price of oil is losing its luster as a macro indicator, who owns the stock market, the rise of new investment classes, Robinhood as the financial hub for m...
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Talk Your Book: Is the Fed too entrenched? from 2020-10-23T09:30
On today's Talk Your Book, Michael and Ben speak with Marvin Loh of State Street Global Markets about all things related to interest rates, the federal reserve, and inflation.
Find comple...
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Bad Ideas (EP.173) from 2020-10-21T09:30
On this week's show we discuss why baby boomers are selling out of stocks, the 4% rule, the newest star fund manager, why FICO scores are rising this year, companies piling on debt, how social m...
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Talk Your Book: What's In an Index? from 2020-10-16T09:30
Bearish the Whole Way Up (EP.172) from 2020-10-14T09:30
On this week's show we discuss why it's impossible to invest based on the outcome of the election, how the market's reaction evolves over time, the coming travel spending boom, how healthcare co...
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Talk Your Book: Protecting the Tails from 2020-10-09T09:30
Living Through History (EP.171) from 2020-10-07T09:30
On this week's show we discuss how crazy it is to live through a period of time that will go down in the history books, why this recession has been devastating to working women, the next Robinho...
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A Random Talk with Burton Malkiel from 2020-10-02T09:30
Worst Recession Ever (EP.170) from 2020-09-30T09:30
On this week's show we discuss some bright spots from the pandemic, the massive real estate boom, the housing shortage, more diversity in the stock market, when asset allocation doesn't matter, ...
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Talk Your Book: Investing in Gold from 2020-09-25T09:30
On today's show we spoke with George Milling-Stanley, Chief Gold Strategist at SSGA about all things related to investing in Gold.
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Ben Carlso...
It's Hard Being Rich (EP.169) from 2020-09-23T09:30
On this week's show we discuss a minor correction in the stock market, why the upper middle class has so much debt, why fame and wealth don't always lead to more happiness, how baby boomers are ...
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Everything You Need to Know About Retirement (EP.168) from 2020-09-18T09:30
On this show we do a deep dive on everything retirement-related including how much you need to save, how much is enough, what happens when you get a late jump on retirement planning and much mor...
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Upside Down Markets (EP.167) from 2020-09-16T09:30
On this week's show we discuss some work from home backlash, parents vs. single people in the office, where inflation comes from, the new fiscal policy regime, why markets are so hard, experts o...
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Democracy Has Failed (EP.166) from 2020-09-09T09:30
On this week's show we discuss why tech stocks are finally selling off, why the best companies have to crash, stopping a depression in its tracks, the TINA market in bonds, benchmarking endowmen...
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The Economics of Parenting (EP.165) from 2020-09-04T09:30
On this episode we discuss the finances of parenting from what you need to buy, how to prepare yourself financially and emotionally, the cost of daycare, saving for college, teaching your kids a...
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Asset Price Hyperinflation (EP.164) from 2020-09-02T09:30
On this week's show we discuss modern market cap theory, the continued move higher in Tesla shares, the Fed's new inflation mandate, millennials are finally buying houses, Michael is never going...
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Talk Your Book: Sectors&The Business Cycle from 2020-08-28T09:30
On today's Talk Your Book we sat down with State Street's Matt Bartolini to discuss investing in different sectors of the stock market and what these sectors can tell us about where we are in th...
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Trickle Up Economics (EP.163) from 2020-08-26T09:30
On this week's show we discuss the potential for a spending boom when the pandemic is over, what happens to all of the government debt we're racking up, what happened to the middle class in Amer...
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How to Spend Your Money (EP.162) from 2020-08-21T09:30
On this episode, we do a deep dive on budgeting, conscious spending, classflation, the two types of budgets, how to plan for infrequent expenses, how to make your budget obsolete and much more a...
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The Four Most Dangerous Words (EP.161) from 2020-08-19T09:30
On this week's show we discuss the speed of bear market recoveries, signs of inflation, the hardest problem in finance right now, which stocks day traders favor, what makes investing so difficul...
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Talk Your Book: Understanding Opportunity Zones from 2020-08-14T09:30
Ben ... Listen
The Smart Money (EP.160) from 2020-08-12T09:30
The Economics of Homeownership (EP.159) from 2020-08-07T09:30
On today's show we talk about one of the most important topics in personal finance, home ownership.
Michael and Ben discuss renting versus buying, how to think about starter homes, where ...
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S&P 5 (EP.158) from 2020-08-05T09:30
On this week's show we discuss tech stock monopolies, Microsoft potentially buying TikTok, why more people are buying houses, what to do if your friends are speculating in stocks, Vanguard vs. R...
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Fixed Income Investing in a Low Rate World from 2020-07-31T09:30
The Golden Age of Fraud (EP.157) from 2020-07-29T09:30
On this week's show we discuss why market cycles are happening in record time, parallels to the 1990s, speculative frenzy, anecdotal stock market signals, the red hot real estate market, commerc...
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Talk Your Book: Edly ISA's - Invest in Student Achievement from 2020-07-24T09:30
10,000 Day Traders (EP.156) from 2020-07-22T09:30
This is a Bubble (EP.155) from 2020-07-15T09:30
On this week's show we discuss the bubble behavior in Tesla, Elon Musk becoming richer than Warren Buffett, Robert De Niro is going broke, simple > complex, the home renovation boom, wealth ineq...
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The Future of Education (EP.154) from 2020-07-08T09:30
On this weeks show we discuss the two types of investing mistakes, hangovers and sunburns, when markets actually make sense, migration out of big cities, Tesla's unbelievable run, a world with n...
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Existential Hurricane (EP.153) from 2020-07-01T09:30
On this week's show we discuss growing worries about the economy, a double-dip depression, why the Fed may have to backstop the banks, shorting commercial real estate, the dominance of the bigge...
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Inflation Ahead (EP.152) from 2020-06-24T09:30
On this week's show we discuss Jeremy Siegel's inflationary scenario for the market, why it's time to stop complaining about the Fed, why poverty in the US actually improved during this crisis, ...
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Talk Your Book: Advisor Solutions with Helios from 2020-06-19T09:30
On today's show we talk with Chris Shuba, founder and CEO of Helios Quantitative Research. Helios partners with financial advisors to create a unique and compelling asset management experience f...
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The Opposite of a Falling Knife (EP.151) from 2020-06-17T09:30
On this week's show we discuss who is driving market prices right now, Robinhood's PR dream, the Hertz bankruptcy story, Dave Portnoy's day-trading escapades, why active managers should be saliv...
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Talk Your Book: Invest in Private Real Estate With FundRise. from 2020-06-12T09:30
On today's show we talk with Ben Miller, co-founder and CEO of FundRise, about how individuals can access the private real estate market.
Find complete shownotes on our blogs...
Ben...
Stock Market Euphoria (EP.150) from 2020-06-10T09:30
On this week's show we discuss the insane move in the stock market from the lows, the surprising unemployment numbers, underestimating the Fed, going from the Great Depression to euphoria in a m...
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Talk Your Book: How to Make Better Financial Decisions with Daniel Crosby from 2020-06-05T09:30
On this Talk Your Book we chat with Daniel Crosby about behavioral psychology, why we're not wired to manage money, how to improve your financial decisions and how systems and automation can hel...
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The Unluckiest Generation (EP.149) from 2020-06-03T09:30
On this week's show we discuss the saddest week in a long time, post-traumatic growth, 2020 vs. 1968, why working from home is a privilege, inequality in America, the explosion in the airline ET...
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Valuations Don't Matter (EP.148) from 2020-05-27T09:30
We discuss why Zoom is worth more than the 5 biggest U.S. airlines, how many of the pandemic stocks are here for good, Spotify taking over the podcast game, Amazon possibly buying JC Penney, win...
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Talk Your Book: Investing in Corporate Real Estate from 2020-05-22T09:30
On today's show we talk about all things related to corporate real estate in the United States. How has it been affected by COVID-19, what does the future look like, and what does it all mean fo...
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Is the Stock Market Wrong? (EP.147) from 2020-05-20T09:30
We discuss what a potential vaccine means for stock market, we could see a bubble after this, retail bankruptcies, the food delivery business, why the stock market is so confusing right now, ine...
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Too Young, Too Dumb and Too Inexperienced (EP.146) from 2020-05-15T09:30
We discuss inequality among corporations, differences in the unemployed by education, the best new restaurant in the country just went out of business, why housing prices are rising during the c...
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Fallen Angels (EP.145) from 2020-05-13T09:30
We discuss why stocks aren't doing better in countries with a better virus response, why portfolio managers hate the Fed, how are the airlines going to survive, finding some gray area in the cri...
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Whatever It Takes Squared (EP.144) from 2020-05-06T09:30
On this week's show we discuss Warren Buffett's annual meeting, why Berkshire didn't buy anything, crisis buzzwords, the death of commodities, retailers going out of business, the rise in credit...
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A Noob Whale Picker's Market (EP.143) from 2020-05-01T09:30
We discuss how hard it is to outperform the market, why investors need to be more open-minded, how the crisis will impact millennial home-buying, how the Fed is redefining central banking, Occam...
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Capitalism As We Know It (EP.142) from 2020-04-29T09:30
We discuss why credit card payments will be the first thing to go for people with financial problems, why so many people prefer real estate as an investment, colleges, and gyms are in trouble, p...
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Physical Delivery (EP.141) from 2020-04-24T09:30
We discuss why the stock market isn't falling more, craziness in the oil market, why "normal" portfolios may be performing better during the crisis, the death of department stores, banks, bailou...
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Free Oil (EP.140) from 2020-04-22T09:30
We discuss fairness in the bailout process, why no one believes in this market, why it's been so difficult to outperform the market during this bear, Munger and Buffett's changing appetite for r...
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The Second Wave (EP.139) from 2020-04-17T09:30
We discuss the path to normalcy, why the economy is going to be operating at partial capacity for some time, when people will begin flying again, why people are so angry with the bailouts, count...
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Mountains of Debt (EP.138) from 2020-04-15T09:30
On this week's show we discuss the pandemic's impact on Disney, when people will be willing to go to large events in the future, private equity companies getting bailed out, anger coming from Ma...
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Talk Your Book: Investing in Art With Masterworks from 2020-04-13T09:30
On today’s show Michael and Ben sit down with Scott Lynn, founder of Masterworks, to talk about how technology has enabled investors to get access to the art market...
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The Fed's Bazooka (EP.137) from 2020-04-10T09:30
We discuss the latest unemployment numbers, the massive help coming from the Fed, why markets are so confusing at the moment, a new theory on forward stock market returns and why investing is so...
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Some Good News (EP.136) from 2020-04-08T09:30
On this week's show we discuss some good news out of NYC, can this ever be over until we have a vaccine, why this is more like a war than a financial crisis, who is getting hurt the worst from j...
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The Great Unwind (EP.135) from 2020-04-03T09:30
We discuss the enormous effort from the science community to find a vaccine, using history as a guide even when every bear market is different, a wild month in the stock market, the coming small...
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The Dead Cat Bounce? (EP.134) from 2020-04-01T09:30
On this week's show we discuss avoiding politics during a crisis, unintended consequences from the shutdown, the spike in national debt, why economics is so confusing, bottoms vs dead cat bounce...
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The Historic Surge in Unemployment (EP.133) from 2020-03-27T09:30
On this new episode we discuss the awful unemployment numbers, the new fiscal stimulus bill, restaurants in trouble, other businesses impacted, what happens if you ...
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The First Thing to Go During a Crisis (EP.132) from 2020-03-25T09:30
On this week's show we discuss hindsight bias when the crisis is over, impressive measures by other countries, turmoil in the bond markets, will we get a new genera...
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Bailing Out Main Street (EP.131) from 2020-03-20T09:30
On today's episode, we discuss the number of businesses impacted by the coronavirus shutdown, the potential fiscal stimulus plan, why interest rates are rising, how to think about rebalancing in...
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Is this worse than 2008? (EP.130) from 2020-03-18T09:30
On this week's show we discuss working from home, the enormous impact the coronavirus is having on the economy, how people's lives are changing in a hurry, turmoil ...
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Talk Your Book: Positive and Negative Compounding: Trading Direxion Leveraged ETFs from 2020-03-16T09:30
On today's show we speak with Dave Mazza, head of product at Direxion about trading levered ETFs, and other products they're working on.
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Emergency Podcast: Preparing for a Recession from 2020-03-12T16:00
On today's emergency edition of Animal Spirits, we discuss the severe disruption being caused by the coronavirus, why it's ok to overreact but not panic, how to pre...
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Oil's 1987 Moment (EP.129) from 2020-03-11T09:30
On this week's episode we talk about the carnage in the stock market, the huge drop in oil prices, going from the fear of missing out to the fear of being in, why moves in the markets feel like ...
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A Random Watch Down Wall Street: The Founder from 2020-03-09T09:30
On this week's business movie re-watch, we discuss The Founder, the Michael Keaton movie from 2016 about Ray Kroc and how he built McDonald's into an empire from hu...
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The Emergency Rate Cut (EP.128) from 2020-03-04T10:30
On this week's show we discuss the wild moves in the stock market, the emergency rate cut by the Fed, the chances the coronavirus leads to a recession, the crazy mo...
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Michael's Worst Investment Ever (EP.127) from 2020-02-26T10:30
On this week's episode, we discuss the impact of the coronavirus, ramifications of the asset management mergers because of commission-free trading, why the top 1% isn't static, why bond yields a...
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Talk Your Book: Small and Mid Cap Growth Investing from 2020-02-24T10:30
On this edition of Talk Your Book, Michael and Ben sat down with Bob Mitchell and Derek Johnston of Conestoga Capital Advisors to discuss investing in small and mid...
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What Makes People Happier Than Money (EP.126) from 2020-02-19T10:30
On this week's show we discuss the wealth inequality problem, how to get more people invested in financial assets, who gets hit the hardest during the next market crash, overcrowding in the priv...
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A Random Watch Down Wall Street: Margin Call from 2020-02-17T10:30
On this edition of a Random Watch Down Wall Street we re-visited Margin Call, the 2011 fictional movie about the 2008 financial crisis from the perspective of the various employees at an investm...
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Everybody's Trading (EP.125) from 2020-02-12T10:30
On this week's show, we discuss the rise of TikTok Tesla traders, material signs of wealth, the generational wealth gap, why so much money is going into bond funds,...
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Talk Your Book: How To Create Income in Your Portfolio from 2020-02-10T10:30
On today's show, we talk with John Schonberg, portfolio manager of the Covered Bridge Fund. John explains how they derive income in this strategy by selling covered calls, and how this could fit...
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Do Economies Need to Go Bust? (EP.124) from 2020-02-05T10:30
On today's show we discuss the amazing run by Tesla's stock, why markets aren't like casinos, Ray Dalio's beef with the WSJ, Zeri Hedge getting banned from Twitter,...
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Apocalyptic Thinking (EP.123) from 2020-01-29T10:30
On this week's show, we discuss living for today, why millennials own such a small piece of the real estate pie, why investors trade more than they used to, why older people will be working long...
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The Short Squeeze (EP.122) from 2020-01-22T10:30
On this week's show we discuss Tesla's wild ride, fixing the US retirement system, why financial literacy doesn't always work, why the Fed isn't to blame for everyt...
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The 10 Best Jobs in America (EP.121) from 2020-01-15T10:30
On this week's episode we discuss Vanguard vs Mark Zuckerberg, do people value work over family, chances of a recession in 2020, Apple AirPods as a business, why ar...
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Millennials on Communism (EP.120) from 2020-01-08T10:30
On this week's episode, we discuss Ben's new book Don't Fall For It: A Short History of Financial Scams, th...
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Everybody's Busy (EP.119) from 2020-01-01T10:30
On this week's show we discuss working nights and weekends, why people are "busy" all the time, why we don't enjoy innovation as much as we should, tech bros vs fin...
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The Best Decade in Human History (EP.118) from 2019-12-25T10:30
On this week's show we talk about the one year anniversary of the bear market, the Christmas Eve miracle bottom, the new Peter Lynch interview, why it never pays to...
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A Random Watch Down Wall Street: Trading Places from 2019-12-23T10:30
We re-watched the 1980s finance classic Trading Places with Eddie Murphy, Dan Aykroyd and Jamie Lee Curtis to discuss how markets have changed since then, the most ...
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Shopping Under the Influence (EP.117) from 2019-12-18T10:30
On this week's show we discuss some of the best charts of the decade from YCharts, the different types of Twitter accounts, when ETFs will surpass mutual funds, the new Bob Iger book, the best m...
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Talk Your Book: The Case for Tactical Equity from 2019-12-16T10:30
On today's show we talk with Corey Hoffstein of Newfound Research about all things tactical, including their new ETF, ROMO.
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Murder of the American Dream (EP.116) from 2019-12-11T10:30
On this week's show we discuss the economy Paul Volcker inherited at the Fed, a decade without a recession, how to raise kind children, the appeal of annuities, avo...
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A Random Watch Down Wall Street: Boiler Room from 2019-12-09T10:30
On this episode Michael and Ben rewatch the Wall Street classic, Boiler Room to discuss how things have changed in the industry since 2000, early Microsoft milliona...
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It's What It Is (EP.115) from 2019-12-04T10:30
On this week's show we discuss the coming generational wealth transfer, some good economic news, The Irishman, too many contrarians, hedge fund money, investment ba...
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Talk Your Book: Elimination Alpha – How to XOUT Your Portfolio Losers from 2019-12-02T10:30
On this edition of Talk Your Book we chatted with Will Rhind and David Barse about the new GraniteShares XOUT U.S. Large Cap ETF and thinking about finding winners ...
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The Nastiest, Hardest Problem in Finance (EP.114) from 2019-11-27T10:30
On this week's show we discuss scale in the asset management business, Robloncho and Cybertruck reviews, the biggest worries in the real estate market, the student loan-like problem for young pe...
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Talk Your Books: Value&Momentum with Jack&Wes from 2019-11-25T10:30
On this edition of Talk Your Book, we spoke with Alpha Architect's Wes Gray and Jack Vogel about value and momentum strategies and how they developed their investin...
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Worst Call Ever? (EP.113) from 2019-11-20T10:30
On this week's show we discuss our initial thoughts on Disney+, staying bearish on Netflix since 2002, tech adoption, Google checking accounts, Armageddon calls, th...
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Talk Your Book: Defined Outcome Strategies with Jason Barsema of Halo Investing from 2019-11-18T10:30
On this edition of Talk Your Book we had Jason Barsema from Halo Investing on to discuss the structured products market, how they're trying to make them more transp...
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I've Never Used an Emoji (EP.112) from 2019-11-13T10:30
On this week's show we discuss the growth in auto loans, denominator blindness in debt statistics, experts on an earlier version of the world, the one-percenters, t...
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Talk Your Book: Coaching the Yankees from 2019-11-11T10:30
On this Talk Your Book we sat down with Dana Cavalea, former strength & conditioning coach for the New York Yankees to discuss his book Habits of Champion and how h...
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Talk Your Book: Greg Zuckerman on Jim Simons&Renaissance Technologies from 2019-11-07T10:30
The World's Worst Investor (EP.111) from 2019-11-06T10:30
On this week's show we discuss the food delivery recession, demographic wars, why people are staying in their homes longer, why teens love TikTok, how Deadspin impl...
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CEO Departures (EP.110) from 2019-10-30T09:30
On this week's show we discuss company performance after a CEO leaves, never-ending finance arguments, what would happen if we banned buybacks, Elizabeth Warren's p...
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Talk Your Book: Crossing Wall Street with Eddy Elfenbein from 2019-10-28T09:30
On this edition of Talk Your Book we chatted with Eddy Elfenbein about his ETF, the buy list, passively investing in active stock picking, why it's so difficult to ...
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The Least Happy Age (EP.109) from 2019-10-23T09:30
On this week's show we discuss the never-ending death of the 60/40 portfolio, why it feels logical and irrational to invest overseas right now, why rich people cont...
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The Undies Indicator (EP.108) from 2019-10-16T09:30
On this week's episode we discuss the streaming wars, recession-proof businesses, the China-NBA clash, the power of Twitter, underwear economic indicators, credit v...
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Re-Kindled: Malcolm Gladwell (EP.107) from 2019-10-14T09:30
On this edition of Re-Kindled, Michael and Ben discuss Tipping Point, Blink, Talking to Strangers, pop psychology, and Malcolm Gladwell backlash.
Find...
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Winners of the Financial Crisis (EP.106) from 2019-10-09T09:30
On this week's show we discuss how private equity came out so well from the financial crisis, what's changed in the private tech markets, algos controlling trading,...
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Free Trading (EP.105) from 2019-10-02T09:30
On this week's episode we discuss momentum crashes, free trading for all, public vs. private markets, IPO performance, Goldman's foray into banking for the masses, ...
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Stockpiling Cash (EP.104) from 2019-09-25T09:30
On this week's show we discuss Airbnb's need to IPO, WeWork's latest PR nightmare, rich people raising cash, why now is one of the hardest investing environments ev...
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Talk Your Book: Investing in Private Companies with EquityZen from 2019-09-23T09:30
On today's Talk Your Book we sat down with Phil Haslett from EquityZen to discuss investing in private growth companies.
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Michael's Brain Fart (EP.103) from 2019-09-18T09:30
Economically Unattractive (EP.102) from 2019-09-11T09:30
On this week's show we discuss the passive bubble talk, private market bubble talk, credit cards, stocks vs the economy, people who own the market, Jeremy Renner's ...
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Who Are the Losers? (EP.101) from 2019-09-04T09:30
On this week's show we discuss how flows affect the market, why there is no passive bubble, why small caps are always underfollowed, financial literacy differences ...
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Best Case Recession (EP.100) from 2019-08-28T09:30
On this week's show we discuss the finances of having kids, the best case scenario for the next recession, is anyone bullish right now, hedging out the end of the w...
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Re-Kindled: Amusing Ourselves to Death (EP.99) from 2019-08-26T09:30
On this edition of Re-Kindled, Michael and Ben discuss Amusing Ourselves to Death by Neil Postman.
Find complete shownotes on our blogs...
Ben C...
Paycheck to Paycheck (EP.98) from 2019-08-21T09:30
On this week's show we discuss yield curve inversions, why everyone is always predicting recessions, RV indicators, bonds are expensive, who buys negative rate bond...
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Talk Your Book: Invest like a Hedge Fund with Titan from 2019-08-19T09:30
On today’s animal Spirits Talk Your Book, Michael and Ben talk to Clay Gardner of titan invest. Titan is on a mission to democratize hedge fund investing. Go to Listen
Business in a Box (EP.97) from 2019-08-14T09:30
On this week's show we discuss what to make of negative interest rates, who is buying these bonds with negative rates, the new Apple credit card, the growth in take...
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The Bankrupt Barber (EP.96) from 2019-08-07T09:30
On this week's show we discuss how stocks have reacted to past Fed rate cuts, why is the stock market falling, why aren't there more unicorn companies in Japan, nat...
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Re-Kindled: Superforecasting (EP.95) from 2019-08-05T09:30
On this edition of Re-Kindled we discuss Philip Tetlock's masterpiece on prediction, Superforecasting.
Find complete shownotes on our blogs...
B...
Rush For the Exits (EP.94) from 2019-07-31T09:30
On this week's show we discuss intellectual shaming, power laws in the stock market, the insane number of stocks that end up losers, why are fewer people driving mi...
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Broke&Overweight (EP.93) from 2019-07-24T09:30
On this week's show we discuss why are fewer people subscribing to Netflix, will we ever really reach peak podcast, how many people own their home outright, what is the chance your home will go ...
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Shielded Alpha (EP.92) from 2019-07-17T09:30
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Talk Your Book: Agricultural Commodities from 2019-07-15T09:30
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The Next Big Short? (EP.91) from 2019-07-10T09:30
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Talk Your Book: The Acquirer's Multiple from 2019-07-08T09:30
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A Single Push-Up (EP.90) from 2019-07-03T09:30
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Talk Your Book: Global Factor Investing from 2019-07-01T09:30
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The Great Depression of 2073 (EP.89) from 2019-06-26T09:30
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The Four Most Dangerous Words in Podcasting (EP.88) from 2019-06-19T09:30
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Talk Your Book: Trading with MarketSmith from 2019-06-17T09:30
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Dad Cat Bounce (EP.87) from 2019-06-12T09:30
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Talk Your Book: The Net Lease REIT ETF from 2019-06-10T09:30
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The Influencer Bubble (EP.86) from 2019-06-05T09:30
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Re-Kindled: Where Are the Customers' Yachts (EP.85) from 2019-06-03T09:30
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The Podcast Power Law (EP.84) from 2019-05-29T09:30
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Talk Your Book: Help With Your Down Payment From Unison from 2019-05-27T09:30
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The Absence of Stuff (EP.83) from 2019-05-22T09:30
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Talk Your Book: Jeremy Schwartz of WisdomTree from 2019-05-20T09:30
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Michael's Fitness Pal (EP.82) from 2019-05-15T09:30
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The Rorschach Test (EP.81) from 2019-05-08T09:30
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Re-Kindled: The Big Short (EP.80) from 2019-05-06T09:30
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Remember Gchat? (EP.79) from 2019-05-01T09:30
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The Re-Readables (EP.78) from 2019-04-24T09:30
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Money Made By Chance (EP.77) from 2019-04-17T09:30
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Money Makes Money (EP.76) from 2019-04-10T09:30
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(Fixed) The Netflix of Financial Advice (EP.75) from 2019-04-03T09:30
Footing the Bill (EP.74) from 2019-03-27T09:30
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Talk Your Book: Creating a Buffer from 2019-03-25T09:30
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The Expectations Gap (EP.73) from 2019-03-20T09:30
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Talk Your Book: The Low Volatility Anomaly from 2019-03-18T09:30
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Where Were You at the Bottom (EP.72) from 2019-03-13T09:30
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I Will Say This (EP.71) from 2019-03-06T10:30
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The Rich Man's Disease (EP.70) from 2019-02-27T10:30
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Denominator Blindness (EP.69) from 2019-02-20T10:30
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The Rich Man's IRA (EP.68) from 2019-02-13T10:30
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Banning Buybacks (EP.67) from 2019-02-06T10:30
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Adverse Variance (EP.66) from 2019-01-30T10:30
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Stay the Course (EP.65) from 2019-01-23T10:30
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The Richest 50 Percent (EP.64) from 2019-01-16T10:30
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Record Outflows (EP.63) from 2019-01-09T10:30
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The Market Swoon (EP.62) from 2019-01-02T10:30
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The Bear Market (EP.61) from 2018-12-26T10:30
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Talk Your Book: Breaking the Market Cap from 2018-12-24T10:30
Everyone Should Earn 3 Percent (EP.60) from 2018-12-19T10:30
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Talk Your Book: International Investing from 2018-12-17T10:30
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Late Cycle (EP.59) from 2018-12-12T10:30
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The Sellers Are in Control (EP.58) from 2018-12-05T10:30
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Talk Your Book: Investing in Commodities from 2018-12-03T10:30
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Passive Income (EP.57) from 2018-11-28T10:30
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How to Ask the Right Questions (EP.56) from 2018-11-21T10:30
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How to Create the Perfect Fund (EP.55) from 2018-11-14T10:30
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 Fran...
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Spirit Animal (EP.54) from 2018-11-07T10:30
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Panic a Little (EP.53) from 2018-10-31T09:30
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The Next Subprime (EP.52) from 2018-10-24T09:30
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The Healthy Correction (EP.51) from 2018-10-17T09:30
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 homeb...
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A Committee of Geniuses (EP.50) from 2018-10-10T09:30
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Buy the Housing Dip (EP.49) from 2018-10-03T09:30
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Looming Disaster (EP.48) from 2018-09-26T09:30
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Borrowing From the Future (EP.47) from 2018-09-19T09:30
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How the Financial Crisis Affected Millennials (EP.46) from 2018-09-12T09:30
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Do We Need a Recession? (EP.45) from 2018-09-05T09:30
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When Hitler Took Cocaine (EP.44) from 2018-08-29T09:30
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Why Andy Dufresne Would Make a Good Money Manager (EP.43) from 2018-08-22T09:30
On this week's show we're joined by Morgan Housel. We discuss Elon Musk's surprising announcement, the odds we give Tesla for going private, the bubble prospects in venture capital, the impressi...
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Funding Secured (EP.42) from 2018-08-15T09:30
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Despite All Logic (EP.41) from 2018-08-08T09:30
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What Worked on Wall Street (EP.40) from 2018-08-01T09:30
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The Worst 401k Advice (EP.39) from 2018-07-25T09:30
Half the Population (EP.38) from 2018-07-18T09:30
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Ring the Bell (EP.37) from 2018-07-11T09:30
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Blackswan Growth (EP.36) from 2018-07-04T09:30
Individual Alpha (EP.35) from 2018-06-27T09:30
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The Mother of All Credit Bubbles (EP.34) from 2018-06-20T09:30
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The Oracle of Brooklyn (EP.33) from 2018-06-13T09:30
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Big MIstakes (EP.32) from 2018-06-06T09:30
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Stocks Are Not Bonds (EP.31) from 2018-05-30T09:30
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What It Takes to Be Wealthy (EP.30) from 2018-05-23T09:30
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The Podcast Boot Camp (EP.29) from 2018-05-16T09:30
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Tesla Hathaway (EP.28) from 2018-05-09T09:30
On this week's show we discuss WeWork's community-adjusted EBITDA, Elon Musk vs. Warren Buffett & Charlie Munger, size is the enemy of outperformance, why index funds are too simple for institut...
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Micro Bubbles (EP.27) from 2018-05-02T09:30
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The Collaborative Podcast (EP.26) from 2018-04-25T09:30
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Some Things We Learned (EP.25) from 2018-04-18T09:30
The False Breakdown (EP.24) from 2018-04-11T09:30
The Lump Sum (EP.23) from 2018-04-04T09:30
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Horizontal Support (EP.22) from 2018-03-28T09:30
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The Magic Number (EP.21) from 2018-03-21T09:30
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Goodnight Moon (EP.20) from 2018-03-14T09:30
The flash correction in stocks, why most people need financial advice more than investment advice, our children's book recommendations & more.
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Brothers from Another Mother (EP.19) from 2018-03-07T10:30
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The Closet Indexer (EP.18) from 2018-02-28T10:30
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Phony Happiness (EP.17) from 2018-02-21T10:30
The Meltdown (EP.16) from 2018-02-14T10:30
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The Noobwhale (EP.15) from 2018-02-07T10:30
Cash on the Sidelines (EP.14) from 2018-01-31T10:30
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Nobody Wants to Listen to Your Podcast (EP.13) from 2018-01-17T10:30
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The Melt-Up (EP.12) from 2018-01-10T10:30
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Hedge Fund Myths&Casual Investing Advice (EP.11) from 2018-01-03T10:30
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The Happiness Smile (EP.10) from 2017-12-27T10:30
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Invest Like the Worst (EP.09) from 2017-12-20T10:30
May Day (EP.08) from 2017-12-13T10:30
A Random Walk Down Nowhere (EP.07) from 2017-12-06T10:30
Bitcoin, Bubbles&Bananas (EP.06) from 2017-11-29T10:30
Wave Pools and Market Inefficiencies (EP.05) from 2017-11-22T10:30
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Evidence-Based Investing Conference Post-Mortem (EP.04) from 2017-11-17T10:32
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The More You Pay, The Less You Get (EP.03) from 2017-11-17T10:31
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Investing is a Game of Relative, Not Absolute Skill (EP.02) from 2017-11-17T10:30
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Animal Spirits Unleashed (EP.01) from 2017-11-15T10:30
Both Ben Carlson and Michael Batnick joke that we probably talk to each other more than we talk to our own wives. Michael lives and works in New York while Ben lives and works in Michigan so the...
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