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 26, 2025
Talk Your Book: Investing in Goldminers
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Ima Casanova, Portfolio Manager for the active gold and Precious Metals Strategy and Senior Analyst for the ...
May 24, 2025
Talk Your Book: The Nasdaq 100 of Crypto
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Samir Kerbage, CIO of Hashdex to discuss price action in 2025, narratives around price action, how the index is ...
May 21, 2025
Is Financial Education Working? (EP.413)
On episode 413 of Animal Spirits, Michael Batnick and Ben Carlson discuss: how retail became the smart money, why long-term investing caught on, where the money is coming from to buy the dips, chances of re-testin...
May 14, 2025
Winners and Losers From the Stock Market Rally (EP.412)
On episode 412 of Animal Spirits, Michael Batnick and Ben Carlson discuss the China trade deal, retail was right, Wall Street was wrong, price vs. sentiment, markets saved us from a recession, record stock buybacks, 4...
May 12, 2025
Talk Your Book: Will China Win the Trade War?
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Brendan Ahern, CIO at KraneShares to discuss an update on China's economy, China real estate, the AI race with China...
May 7, 2025
There Will Never Be Another Warren Buffett (EP.411)
On episode 411 of Animal Spirits, Michael Batnick and Ben Carlson discuss Warren Buffett's legacy, no one can guess where the market is going, a 9 day win streak for stocks, Americans love to buy the dip, the next recession is going to be wild, Wall Street is very bearish, retail is bullish, Bi…
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...
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