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/
Recent Episodes
April 14, 2025
Talk Your Book: Elevator Growth in Mid Caps
On this episode of Animal Spirits: Talk Your Book, Michael Batnick , CFA and Ben Carlson , CFA are joined by Matt Bartolini, CFA, CAIA, Managing Director at State Street Global Advisors and Head of SPDR Americas Research Team...
April 9, 2025
The Stock Market Crashed. Now What? (EP.407)
On episode 407 of Animal Spirits, Michael Batnick and Ben Carlson discuss the chaos surrounding tariffs, Dan Ives getting cautious, possible affects on the economy, fake headlines moving markets, cabanas are getting out of co...
April 7, 2025
Talk Your Book: International Stocks, So Hot Right Now
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Rahul Sharma, Portfolio Manager and Executive Director at Schafer Cullen to discuss the catalyst for recent international outper...
April 2, 2025
Ben's Bearish (EP.406)
On episode 406 of Animal Spirits, Michael Batnick and Ben Carlson discuss: auto tariffs, binary outcomes on Liberation Day, rising uncertainty, why household debt is going to rise, the Mag 7 bear market, the pros and cons of ...
March 31, 2025
Talk Your Book: Floating Rate Income
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Fran Rodilosso, Head of Fixed Income ETF Portfolio Management and Bill Sokol, VP and Director of Product Management to discuss w...
March 26, 2025
Did Trump Blink? (EP. 405)
On episode 405 of Animal Spirits, Michael Batnick and Ben Carlson discuss: how to become indispensable at work, the stock market comeback, the wealth effect, international stock outperformance, who owns the US stock market, 1...
March 24, 2025
Talk Your Book: A Better Money Market Fund
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Alex Morris, CEO and Mark Spindel, Senior Advisor for F/m Investments to discuss how TIPS work, why it was so hard to hedge infl...
March 19, 2025
Live From Miami
On episode 404 of Animal Spirits, Michael Batnick and Ben Carlson discuss: a bear market in Mag 7 stocks, one of the fastest corrections ever, surveys gaslighting investors, a possible consumer slowdown, more travel stories a...
March 17, 2025
Talk Your Book: How Private Credit Works
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Phil Baur, SVP and Portfolio Specialist at Calamos Investments to discuss how private credit differs from high yield, intricacie...
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