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
May 5, 2025
Talk Your Book: The CLO Playbook
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Shiloh Bates, Partner and CIO of Flat Rock Global to discuss the relationship between income and volatility, how CLOs pe...
April 30, 2025
The Most Confusing Rally of All Time (EP.410)
On episode 410 of Animal Spirits, Michael Batnick and Ben Carlson discuss: a wild month of stock market performance, bear market rallies, a shift in tariffs, Amazon fighting back, an update on earnings, thoughts on conference...
April 28, 2025
Talk Your Book: Equal Weight Investing
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Nick Kalivas, Head of Factor & Core Equity Product Strategy at Invesco to discuss the research behind equal weighting, conce...
April 26, 2025
Talk Your Book: Derek Thompson Feels Like He's Taking Crazy Pills
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson speak with Abundance author Derek Thompson about his new book, what it means in the current environment, why the supply chain is so import...
April 23, 2025
So Bearish It's Bullish (EP.409)
On episode 409 of Animal Spirits, Michael Batnick and Ben Carlson discuss: some 1929 and 1932 comparisons, the impact of tariffs on small businesses, supply chain problems are coming, putting the dollar's move into perspectiv...
April 21, 2025
Talk Your Book: Interest Rates Go Kablooey
On this two-part episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson speak with Jason Greenblath of American Century Investments about short duration fixed income, remaining active during recessions, in...
April 19, 2025
Talk Your Book: How Not To Invest Like Buffett
On this special two-part episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson speak with Barry Ritholtz to discuss his new book, How Not To Invest. Barry is the co-founder and Chief Investment Officer of...
April 16, 2025
The Dollar Dump (EP.408)
On episode 408 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the tariff tantrum, why a falling dollar matters, yields are rising, betting markets on recession predictions, sentiment is falling off a cliff, buyin...
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...
Listen On
