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
July 7, 2025
Talk Your Book: Autocallable Income
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Matt Kaufman, Senior Vice President and Head of ETFs at Calamos to discuss the Calamos A...
July 5, 2025
Talk Your Book: How Public’s Winning the Great Wealth Transfer
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Leif Abraham, Co-Founder and Co-CEO of Public to discuss updates in fintech, the brokera...
July 2, 2025
The Top 10 Risks to the Stock Market (EP. 419)
On episode 419 of Animal Spirits, Michael Batnick and Ben Carlson discuss recession hypotheticals, all-time highs in the stock market, the death of the permabear, international outperformance, a cr...
June 30, 2025
Talk Your Book: What Even Is Infrastructure?
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Scott Litman, Portfolio Manager at GCM Grosvenor to discuss types of infrastructure investme...
June 25, 2025
The Nothing Ever Happens Market (EP. 418)
On episode 418 of Animal Spirits, Michael Batnick and Ben Carlson discuss why investors are ignoring scary headlines, war vs the stock market, a slowdown in the labor market, not every bad thing is...
June 23, 2025
Talk Your Book: Turning Capex Into Cashflow
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Sean O'Hara, Director at Pacer Financial and President at Pacer ETFs to discuss why free cash fl...
June 18, 2025
We Have to Talk About Sports Betting (EP. 417)
On episode 417 of Animal Spirits, Michael Batnick and Ben Carlson discuss valuations not mattering, volatility is the new normal, all-time highs in rich people, bubble behavior in AI, gambling is off a...
June 16, 2025
Talk Your Book: Investing in High Yield Munis
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Steve Hlavin, Portfolio Manager at Nuveen to discuss the muni market structure, the best states for ...
June 11, 2025
A Bubble is Coming (EP. 416)
On episode 416 of Animal Spirits, Michael Batnick and Ben Carlson discuss the stock market bet of the century, the most interesting market environment ever, positive trends in retirement saving, Europe is ...
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