Animal Spirits Podcast

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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When Will Houses Be Affordable Again? (EP.360)
May 15, 2024

When Will Houses Be Affordable Again? (EP.360)

On episode 359 of Animal Spirits, Michael Batnick and Ben Carlson discuss: pullbacks in bull markets, the legend of Jim Simons, if 401(k)s were a mistake, what a car says about its driver, hotel movies vs airplane movies, an…
Talk Your Book: Defining Risk with Structured Protection ETFs
May 13, 2024

Talk Your Book: Defining Risk with Structured Protection ETFs

On today's show, Ben Carlson and Michael Batnick spoke with Matt Kaufman, SVP and Head of ETFs at Calamos Investments to discuss: why embedding options within ETF wrappers has gotten so popular, how Calamos structures protec…
Fighting Inflation (EP.359)
May 8, 2024

Fighting Inflation (EP.359)

On today's show we discuss the suffocating bull market, the other side of government debt, Jerry Seinfeld on when money changed everything, consumers are finally fighting back against inflation, Wall Street translations, who…
Talk Your Book: Bitcoin Flows
May 6, 2024

Talk Your Book: Bitcoin Flows

On today's show, Ben Carlson and Michael Batnick are joined by Christopher Jensen, Director of Digital Assets Research for Franklin's Digital Asset Investment Strategies Group to discuss, the resiliency of Bitcoin, the globa…
Negative Arbitrage (EP.358)
May 1, 2024

Negative Arbitrage (EP.358)

On episode 358 of Animal Spirits, Michael Batnick and Ben Carlson discuss: Michael vs. StubHub, inflation at Disney is undefeated, 30 years of stock market returns, the bond market correction rolls on, ARKK is finally seeing…
Talk Your Book: Hedging Your Portfolio with Options
April 29, 2024

Talk Your Book: Hedging Your Portfolio with Options

On today's show, Ben Carlson and Michael Batnick are joined by Eric Metz, President, and Chief Investment Officer of SpiderRock Advisors to discuss, the pending acquisition by BlackRock, covered call performance in a bull ma…
A Healthy Pullback (EP. 357)
April 24, 2024

A Healthy Pullback (EP. 357)

On episode 357 of Animal Spirits, Michael Batnick and Ben Carlson discuss: why the stock market needed a correction, why the 1990s is an outlier (in more ways than one), economic growth is a policy choice, Gen Z is doing bet…
Talk Your Book: The Bull Case for India
April 22, 2024

Talk Your Book: The Bull Case for India

On today's show, we are joined by Anupam Ghose, Managing Partner at System Two Advisors to discuss: why the China story is different than the India of today, India's macro tailwinds, how GDP growth translates to higher stock…
The Yeah But Bull Market (EP.356)
April 17, 2024

The Yeah But Bull Market (EP.356)

On episode 356 of Animal Spirits, Michael Batnick and Ben Carlson discuss: why the stock market isn't down more, why the price of oil isn't up more, improvements in investor behavior, the auto insurance crisis, why home insu…
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About the Hosts

Ben CarlsonProfile Photo

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 BatnickProfile Photo

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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