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

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Jan. 15, 2025

A Key Market Signal (EP.395)

On episode 395 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the devastating fires in LA, why homes are the most important financial asset for the middle class, a roundtrip in stocks since the election, why rat…

Jan. 13, 2025

Talk Your Book: Moneyball Meets Private Equity

On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Greg Bond , CEO of Man Numeric and Head of the Americas for the Man Group to discuss how the private equity portfolio is constr…

Jan. 8, 2025

Predictions For 2025 (EP.394)

On episode 394 of Animal Spirits, Michael Batnick and Ben Carlson discuss: all sorts of predictions for the upcoming year, the AI bubble, the roaring 2020s of stock market returns, financial regrets at age 80, housing is the…

Jan. 6, 2025

Talk Your Book: Direct to Consumer Venture Capital

On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Elia Infascelli, Partner and CEO of The Cashmere Fund to discuss celebrities within VC, utilizing networks for private investme…

Jan. 1, 2025

It Was a Very Good Year (EP.373)

On episode 393 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the year that was in the stock market, expectations for 2025 returns, the Steve Ballmer portfolio, record ETF flows, the new normal of speculation, r…

Dec. 30, 2024

Talk Your Book: Conviction in Growth Investing

On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Charly Travers, Portfolio Manager at Motley Fool Asset Management to discuss how the Motley 100 Index is constructed, growth vs…

Dec. 29, 2024

Talk Your Book: The Economy is not the Stock Market with David Rosenberg

On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by David Rosenberg, Founder and President of Rosenberg Research , to discuss David's macro track record, thoughts on where the eco…

Dec. 25, 2024

All In on US Stocks (EP.392)

On episode 392 of Animal Spirits, Michael Batnick and Ben Carlson discuss: healthy corrections, rate cuts vs. the stock market, terrible sentiment towards foreign stocks, the crack cocaine of the stock market, addiction in t…

Dec. 23, 2024

Talk Your Book: Looking for the Next NVDA

On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Nick Frasse, Product Manager at VanEck , and Angus Shillington, Equity Research Analyst at VanEck to discuss NVDA vs everyone e…

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About the Hosts

Ben Carlson

co-host

Ben Carlson is the Director of Institutional Asset Management at Ritholtz Wealth Management. He is the co-host of Animal Spirits & Ask The Compound. He is the author of four books, a columnist for Fortune, and the creator of the blog A Wealth of Common Sense.

Michael Batnick

co-host

Michael Batnick is a managing partner at Ritholtz Wealth Management. He is the co-host of Animal Spirits, What Are Your Thoughts?, and The Compound & Friends. He is also the author of The Irrelevant Investor Blog.

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