Episodes
Jan. 20, 2025
Talk Your Book: 3 Reasons to Buy Bonds
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Dave Braun, Managing Director and Generalist Portfolio Manager at PIMCO to discuss why rates have been moving higher, if the Fe…
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…
Dec. 18, 2024
Eff You Money (EP.391)
On episode 391 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the prospects for another 20% year in the stock market in 2025, the U.S. economy is firing on all cylinders, no one is predicting a recession anymore…
Dec. 16, 2024
Talk Your Book: Buy Low, Sell High in China
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson talk to Brendan Ahern from KraneShares about Chinese tech stocks, historically low sentiment towards international stocks, US vs. China tech …
Dec. 11, 2024
The Bears Capitulate (EP.390)
On episode 390 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the 4 biggest types of investment mistakes, bears throwing in the towel, Bitcoin hitting $100K, more travel stories, the greatest family movie of all…
Dec. 9, 2024
Talk Your Book: Matching Longs with Shorts
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Mick Rasmussen, Portfolio Manager at Wasatch Global Investors , to discuss how to construct a long/short portfolio, factors tha…
Dec. 4, 2024
The Mother of All Bubbles (EP.389)
On episode 389 of Animal Spirits, Michael Batnick and Ben Carlson discuss: US exceptionalism in markets and the economy, losing all of your retirement savings, yield sells, financial nihilism, the downfall of the CFA, the gr…
Dec. 2, 2024
Talk Your Book: J.P. Morgan's Guide to ETFs
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Jon Maier, Chief ETF Strategist and Shayan Hussain, Head of U.S. Investment Specialists at J.P. Morgan Asset Management to disc…
Nov. 27, 2024
The Leverage Mania (EP.388)
On episode 388 of Animal Spirits, Michael Batnick and Ben Carlson discuss: great stock market returns so far for 2024, Bluesky vs X, the impact of tariffs on the U.S. economy, when to sell Bitcoin, money in college athletics…
Nov. 25, 2024
Talk Your Book: Animal Spirits Live
On today's show, we are live from Chicago with Alex Morris, Chief Investment Officer of F/m Investments to discuss why investors are still crowded on the short end of the curve, thoughts on why rates went up following a Fed …
Nov. 20, 2024
Everybody in the Pool (EP.387)
On episode 387 of Animal Spirits, Michael Batnick and Ben Carlson discuss: 7 years of Animal Spirits, the miracle of US equities, the wall of worry has fallen, S&P 10,000, massive ETF flows, vibes rule everything around me, …
Nov. 18, 2024
Talk Your Book: Investors Love Cash Flow
On today's show, we are joined by Barry Martin, Portfolio Manager of Shelton Equity Income Fund to discuss what it means to have shares called away, what makes a good stock to write a call option on, understanding the relati…
Nov. 13, 2024
The Bitcoiners Won (EP.386)
On episode 386 of Animal Spirits, Michael Batnick and Ben Carlson discuss: why Trump won, how the Dems fumbled the economic messaging, how this will impact recession spending moving forward, 30% gains in the stock market, cr…
Nov. 11, 2024
Talk Your Book: Infrastructure Investing
On today's show, we are joined by Jon Levin, CEO of GCM Grosvenor and Mark Gatto, Co-Founder and Co-Chief Executive Officer of CION Investments to discuss the basics around the infrastructure asset class, BDC's vs interval f…
Nov. 6, 2024
A Once in a Lifetime Investment Opportunity (EP.385)
On episode 385 of Animal Spirits, Michael Batnick and Ben Carlson discuss: Warren Buffett's massive cash pile, the performance of the average stock this year, the Polymarket whale, markets in everything, Twitter replies now …
Nov. 4, 2024
Talk Your Book: Longevity Income
On today's show, we are joined by Nate Conrad, Head of LifeX at Stone Ridge Asset Management to discuss how longevity income ETFs work, what LifeX is actually investing in, why matching spending with investment products is i…