Episodes

July 11, 2022

Talk Your Book: The State of Commodities

On today's Talk Your Book, we spoke with Sal Gilbertie from Teucrium about the state of agricultural commodities. Find complete shownotes on our blogs... Ben Carlson’s Michael Batnick’s Like us on And feel free to shoot...

July 9, 2022

Talk Your Book: The State of Venture Capital

On today's show, we discuss similarities between the late 90s and today, how tough it is to get VC exposure, current market dynamics within the private markets, and much more. Find complete shownotes on our blogs... Ben Carlson’s ...

July 6, 2022

The Pandemic Broke the Economy (EP.264)

On today's show we talk about why the first 6 months of the year were one of the worst ever for financial markets, why it's so difficult to gauge the economy right now, what's priced into the stock market, the worst earnings call ever, the psychology...

July 4, 2022

Talk Your Book: The Bull Market in Stupidity

On today's Talk Your Book, we spoke with Michael Grant from Calamos Investments about the Fed, the economy and managing a long/short fund in this environment Find complete shownotes on our blogs... Ben Carlson’s Michael...

June 29, 2022

Are We Sure a Recession is Coming? (EP.263)

On today's show we discuss stock market return expectations, the sell-off in commodities, the back and forth on recession predictions, fighting the last war on the economy, why crypto crashed so bad, negotiating your cable bill down and much more....

June 27, 2022

Talk Your Book: Expanding Access to Private Markets

On today's Talk Your Book, we spoke with Bob Long of Conversus about giving financial advisors access to investments in private markets. Find complete shownotes on our blogs... Ben Carlson’s Michael Batnick’s Like us on...

June 22, 2022

Peak Pessimism (EP.262)

On today's show we discuss how wild and crazy the past 3 years have been in the markets, why the Fed is in such a precarious position, the number of stocks getting hammered, the Warren Buffett of crypto, the most re-watchable movie of all-time and...

June 15, 2022

The Fed is Being Punished (EP.261)

On this week's show we discuss the current market sentiment, the official bear market in U.S. stocks, why the Fed is making a mistake, the insane move higher in interest rates, the crypto winter and more. Find complete shownotes on our...

June 13, 2022

Talk Your Book: High Quality Growth Stocks

On today's show we spoke with Allen Bond from Jensen Investment Management about finding high quality growth stocks and investing during a bear market. Find complete shownotes on our blogs... Ben Carlson’s Michael Batnick’s...

June 8, 2022

Good News is Bad News (EP.260)

On today's show we discuss why everyone thinks we're already in a recession, living paycheck to paycheck on $250k a year, why crypto makes more sense in a bull market, why it feels like the stock market should be down way more, Top Gun: Maverick and...

June 6, 2022

Talk Your Book: Hedging the Different Types of Inflation

On today's Talk Your Book, we spoke with Don Casturo from Quantix Commodities and Kristof Gleich from Harbor Capital to discuss how to hedge inflation with commodities. Find complete shownotes on our blogs... Ben Carlson’s ...

June 1, 2022

The Round Trip (EP.259)

On today's show we discuss what the narrative would be if we went back to new highs, why high oil prices are so worrisome, why the housing market is more important than the stock market, some good news about the U.S. economy, the new Top Gun and much...

May 25, 2022

The most obvious recession ever (EP.258)

On today's show we discuss, the big housing miss, inventory build-ups, private market slowdown, and much more. Find complete shownotes on our blogs... Ben Carlson’s Michael Batnick’s Like us on And feel free to...

May 23, 2022

Animal Spirits: Listener Mailbag

On today’s show we answer questions from the listeners on Roth IRAs, HELOCs, budgeting for home improvements and more with some help from Henry Yoshida at Rocket Dollar. Find complete shownotes on our blogs...‍ Ben Carlson’s ‍ Michael...

May 18, 2022

Obvious Signs of the Top (EP.257)

On today's show we discuss why markets are so confusing right now, the different kinds of recessions, inflation expectations, how to survive a bear market, the best movie sequels ever and much more. Find complete shownotes on our blogs...‍...

May 16, 2022

Talk Your Book: Investing in the Carbon Transformation

On today's Talk Your Book, we spoke with Roger Mortimer from KraneShares about the coming global transformation in carbon investing. Find complete shownotes on our blogs...‍ Ben Carlson’s ‍ Michael Batnick’s ‍ Like us on ‍ And feel...

May 14, 2022

Talk Your Book: Locking in Higher Yields on Your Portfolio

On today's Talk Your Book, we spoke with Jason Barsema from Halo Investing about structured products and defined outcome investing. Find complete shownotes on our blogs...‍ Ben Carlson’s ‍ Michael Batnick’s ‍ Like us on ‍ And feel...

May 11, 2022

The End of V-Shaped Recoveries (EP.256)

On today's Animal Spirits we discuss the growth stock crash getting worse, the speed of market declines, building wealth slowly, how long bear markets last for, Liam Neeson and much more. Find complete shownotes on our blogs...‍ Ben Carlson’s ‍...

May 4, 2022

Is this a bear market? (EP.255)

On today's show, we discuss the stock and bond markets both falling, the new 60/40 portfolio, the case for buying a house right now, the greatest stock of all-time, and much more. Register for the YCharts Webinar: Mega Caps with Michael Batnick: The...

May 2, 2022