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
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...
March 15, 2025
Talk Your Book: How to be a Supercommunicator with Charles Duhigg
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by author Charles Duhigg to talk about his book, Supercommunicators. Find complete show notes on our blogs... Ben Carlson’s A Wealt...
March 12, 2025
The Tariff Tantrum (EP.403)
On episode 403 of Animal Spirits, Michael Batnick and Ben Carlson discuss: a healthy correction in the stock market, growth stocks getting slaughtered, bonds are working again, recession worries are back on the table, interna...
March 10, 2025
Talk Your Book: A Better 60/40 Portfolio
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by JD Gardner, CIO and Founder of Aptus Capital Advisors to discuss who Aptus is, shifting to riskier portfolios using options, usi...
March 5, 2025
Is a Recession Coming? (EP.402)
On episode 402 of Animal Spirits, Michael Batnick and Ben Carlson discuss: GDP growth rolling over, the probability of a recession is rising, timing a bear market, Ray Dalio's crash calls, the crypto strategic reserve, the bu...
March 3, 2025
Talk Your Book: Custom Portfolio Protection
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Matthew Radgowski, CEO of Halo Investing to discuss the difference between buffered ETFs and structured notes, Halo's new struct...
Feb. 26, 2025
Time to Get Bearish? (EP.401)
On episode 401 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the potential for an economic slowdown, Steve Cohen gets bearish, the labor market is slowing, giving the US economy the benefit of the doubt, the top...
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