Episodes
March 9, 2022
More Sellers Than Buyers (EP.247)
On this week's show we discuss a bear market brewing in the stock market, the stock market now vs. 1900, the impact of higher gas prices on consumer sentiment, crazy commodities prices, energy stocks, housing prices and more…
March 5, 2022
The Financial Rails of the Future
On today's show we spoke with Meow co-founder Brandon Arvanaghi about how companies and advisors can earn higher yields on their cash in crypto. Find complete shownotes on our blogs... Ben Carlson’s Michael Batnick’s L…
March 2, 2022
A Moral Margin Call (EP.246)
On today's show we discuss investing during a war, the biggest questions we have right now, why it's impossible to predict the future, the rising potential for a financial crisis, how to win during a market correction and mo…
Feb. 23, 2022
The Craziest Housing Market Ever (EP.245)
On today's Animal Spirits, we discuss the growth stock sell-off getting real, differences between now and the end of the dot-com bubble, why savings account yields aren't going up yet, inequality in the housing market, the b…
Feb. 21, 2022
Talk Your Book: Managing Risk Like an Actuary
On today's Talk Your Book, we had Julian Koski from New Age Alpha back on to explain the H Factor and how it helps evaluate individual stocks. Find complete shownotes on our blogs... Ben Carlson’s Michael Batnick’s Lik…
Feb. 19, 2022
Starting a Crypto Hedge Fund
On today's show we spoke with Leigh Drogen from Starkiller Capital about starting a crypto hedge fund. Find complete shownotes on our blogs... Ben Carlson’s Michael Batnick’s Like us on And feel free to shoot us an...
Feb. 16, 2022
Boomflation or a Recession? (EP.244)
On this week's show we discuss the latest inflation numbers, the Fed's conundrum, why corporations have the upper hand with inflation, bullish on Disney, BlockFi's SEC fine and much more. Find complete shownotes on our bl…
Feb. 9, 2022
Inflation at Disney World (EP.243)
On today's show we talk about the huge moves after earnings, why people don't change their consumption habits, Ben's trip to Disney World, and much more Find complete shownotes on our blogs... Ben Carlson’s Michael Batnic…
Feb. 7, 2022
Talk Your Book: Disruption as an Asset Class
On today's Talk Your Book, we spoke with Kristof Gleich and Spenser Lerner from Harbor Capital about owning and managing portfolios with innovation stocks. Find complete shownotes on our blogs... Ben Carlson’s Michael Bat…
Feb. 2, 2022
Stocks Work Best at Night (EP.242)
On today's show we discuss the market correction, why stock-picking is so difficult, small caps in a bear market, Bitcoin to $1 million, the Fed inverting the yield curve and more. Find complete shownotes on our blogs... Ben…
Jan. 31, 2022
Listener Mailbag
On today's episode we answer questions from the listeners with a little help from Rocket Dollar CEO Henry Yoshida. Find complete shownotes on our blogs... Ben Carlson’s Michael Batnick’s Like us on And feel free to sho…
Jan. 26, 2022
A Lightning Fast Correction (EP.241)
On this week's show we discuss what we love about market corrections, why people assume they can guess what comes next with the stock market, parallels between the growth stock sell-off and the end of the Go-Go Years, the cr…
Jan. 19, 2022
25 Million New Brokerage Accounts (EP.240)
On this week's show we discuss the retail investor takeover of the stock market, ARKK's performance woes, the impact of higher mortgage rates on the housing market, peak Silicon Valley and more. Find complete shownotes on ou…
Jan. 17, 2022
Talk Your Book: Investing in Sustainability
On today's Talk Your Book we spoke with Jim Madden from Calamos Investments about ESG investing and how it's changing the investment landscape. Find complete shownotes on our blogs... Ben Carlson’s Michael Batnick’s Li…
Jan. 12, 2022
Is the Fed Trapped? (EP.239)
On today's show we discuss 3 bearish scenarios for the stock market, why the Fed could be in a tight spot, growth stocks getting wrecked, the next step for NFTs, critics vs. the audience on Rotten Tomatoes and much more. F…
Jan. 10, 2022
Talk Your Book: Options Are Eating the Stock Market
On today's show we had Paul Kim from Simplify ETFs back on to discuss how RIAs are dealing with a low interest rate environment, dipping your toe into crypto, using options and leverage responsibly in a portfolio and more. …
Jan. 5, 2022
Why The Bull Market Could Last a Lot Longer (EP.238)
On today's show we discuss the year that was in the stock market for 2021, why people hate the Fed so much, Michael's predictions for the year, why the bull market could continue to run, stock market FUD, Disney's new movie …
Jan. 1, 2022
Howard Lindzon Unplugged
On today's special episode we speak with Howard Lindzon about his career, the state of venture capital today and what it's like investing in start-ups. Find complete shownotes on our blogs... Ben Carlson’s Michael Batnick’s…
Dec. 29, 2021
When to Sell a Growth Stock (EP.237)
On this week's show we discuss an amazing year in the U.S. stock market, why celebrity SPACs stink, the impact of mortgage rates on housing prices, Web3 communities and much more. Find complete shownotes on our blogs... Ben …
Dec. 27, 2021
Listener Mailbag
On today's show we go over questions from listeners on creating an income-based portfolio, when to sell a struggling position, how to judge your financial advisor, borrowing against your home to invest and more. Find complet…
Dec. 22, 2021
An Extraordinary Decade (EP.236)
On today's show we discuss Omicron, why the market is over the virus, Cathie Wood's bold return forecast, why everyone is lowering return expectations, why the middle class is unhappy, the future of movies and more. Find com…
Dec. 20, 2021
Talk Your Book: Massive ETF Inflows
On today's show we spoke with Matt Bartolini from State Street Global Advisors about ETFs, inflation and their 2022 outlook. Find complete shownotes on our blogs... Ben Carlson’s Michael Batnick’s Like us on And feel fre…
Dec. 15, 2021
Person of the Year (EP.235)
On today's show we discuss the NYC boom, the treasury bonds of the Nasdaq, return expectations over the next decade, why young people won't be scared off by a bear market, who is most impacted by inflation, why in-dining fas…
Dec. 13, 2021
Talk Your Book: Investing in Carbon Allowances
On today's Talk Your Book, we spoke with Luke Oliver from Kraneshares about the huge potential in carbon allowances. Find complete shownotes on our blogs... Ben Carlson’s Michael Batnick’s Like us on And feel free to sho…