Episodes
Dec. 8, 2021
The Most Crowded Stocks (EP.234)
On this week's show we discuss the growth stock crash, the third web, and wonder if Paul Thomas Anderson is overrated. Find complete shownotes on our blogs... Ben Carlson’s Michael Batnick’s Like us on And feel free to …
Dec. 4, 2021
Talk Your Book: Down with Title Insurance
On today's Talk Your Book we spoke with Doma founder and CEO Max Simkoff about title insurance, home appraisals and making the purchase and refinance of your house more efficient. Find complete shownotes on our blogs... Ben …
Dec. 1, 2021
Housing Prices Are Still Too Low (EP.233)
On this week's show we discuss why the markets care about the new variant, Twitter's crappy stock performance, inflation at the Dollar Store, profit margins are too high, buying real estate in the metaverse and more. Find co…
Nov. 24, 2021
The High Beta Crash (EP.232)
On today's show we discuss why the stock market doesn't care about inflation (yet), the growth stock massacre, how corporations are taking advantage of inflation, the new frontiers in crypto, some career advice for The Rock …
Nov. 22, 2021
Talk Your Book: Where to Save For Your Down Payment
On today's Talk Your Book we spoke with Taylor and Brett Sohns from Lifegoal Investments about their Home Down Payment ETF. Find complete shownotes on our blogs... Ben Carlson’s Michael Batnick’s Like us on And feel free…
Nov. 17, 2021
Everyone Hates Inflation (EP.231)
On this week's show we discuss the highest inflation rate in 30 years, why this is a good time to be a borrower, why no one is happy about the economy right now, Michael got rugged in crypto and much more. Find complete show…
Nov. 10, 2021
Great Quartr Guys (EP.230)
On this week's show we discuss Elon Musk selling 10% of his Tesla shares, the pandemic trade is over, Zillow's blunder, Peloton's downfall, interest rates remaining low and much more. Find complete shownotes on our blogs..…
Nov. 8, 2021
Talk Your Book: Why Annuities Have Higher Yields Than Bonds
On today's Talk Your Book, we spoke with David Lau from DPL Financial Partners about annuities and how financial advisors are dealing with low interest rates. Find complete shownotes on our blogs... Ben Carlson’s Michael Ba…
Nov. 3, 2021
There's No Crying in Crypto (EP.229)
On today's show we discuss the impact of rising rates on the stock market, Shibu Inu, the different levels of FOMO, parallels to the tech bubble, why everything we learned in business school is now worthless and much more. F…
Nov. 1, 2021
Talk Your Book: Real World Betting Markets
We spoke with Kalshi founder Tarek Mansour about betting on the outcomes of real-world events. Find complete shownotes on our blogs... Ben Carlson’s Michael Batnick’s Like us on And feel free to shoot us an email at anim…
Oct. 27, 2021
Hyperinflation, It's Happening (EP.228)
On today's Animal Spirits we discuss worrying too much about the markets, Tesla's impressive performance, inequality in the stock market, trying to explain crypto to civilians, Jack the macro tourist, Dune and much more. Fin…
Oct. 25, 2021
Talk Your Book: How to Use Thematic ETFs
On this edition of Talk Your Book we spoke with Dave Mazza from Direxion about investing in WFH stocks, moonshots and the hydrogen economy. Find complete shownotes on our blogs... Ben Carlson’s Michael Batnick’s Like us on…
Oct. 20, 2021
It Wasn't Transitory (EP.227)
On this week's show we discuss the new bitcoin ETF, higher than expected inflation, a positive spin on the supply chain issues, a record number of people quitting their job, the boom in consumer spending and more. Find compl…
Oct. 18, 2021
Talk Your Book: Finding Growth Stocks Around the Globe
On today's Talk Your Book we spoke with Rob Forker of Polen Capital about investing in international small cap growth companies. Find complete shownotes on our blogs... Ben Carlson’s Michael Batnick’s Like us on And feel…
Oct. 13, 2021
The 24/7 Stock Market (EP.226)
On today's show we talk about supply chain issues, why millennials don't drive minivans, what constitutes being rich, net worth by age, my favorite Tom Hanks movie, the difference between housing affordability and the right …
Oct. 6, 2021
Unaffordable Housing (EP.225)
On this week's show we discuss supply chain problems, buying Christmas presents early, why progress requires inflation, investors have been spoiled, housing affordability in the United States, Zillow's problems buying houses…
Oct. 4, 2021
Listener Mailbag
On today's show we answer listener questions about inflation, commodities, refinancing, investing in gold, how to network when finding a job and much more. Find complete shownotes on our blogs... Ben Carlson’s Michael Batni…
Sept. 29, 2021
Richer Than Ever (EP.224)
On today's show we discuss Rich Dad Poor Dad, why bailouts are here to stay, Cathy Wood really likes treasuries, sports gambling hits the mainstream, options are enormous, how much it costs for a down payment and much more. …
Sept. 27, 2021
Talk Your Book: Accelerating Your Returns
On today's Talk Your Book we spoke once again with Bruce Bond of Innovator ETFs about defined outcome investing. Find complete shownotes on our blogs... Ben Carlson’s Michael Batnick’s Like us on And feel free to shoot u…
Sept. 22, 2021
Probably Not The Next Lehman (EP.223)
On this week's show we discuss the newest market crisis du jour, what's holding down bond yields, the crypto narrative that doesn't hold water, America's day care system is broken and much more. Find complete shownotes on ou…
Sept. 20, 2021
Talk Your Book: The Fabric of Risk
On today's Talk Your Book we spoke with Rick Bookstaber of Fabric Risk about how advisors and their clients should approach the concept of risk in their financial plans. Find complete shownotes on our blogs... Ben Carlson’s …
Sept. 15, 2021
The Crypto Gateway Drug (EP.222)
On today's show we discuss the problem with historical analogs in finance, the biggest stocks in the stock market, why financial manias persist, why stablecoins earn such high rates of interest, the education gap between men…
Sept. 13, 2021
Talk Your Book: An Alternative to Low Bond Yields
On today's Talk Your Book, we spoke with David Lau of DPL Financial Partners about all things annuities and how they can help advisors in a low interest rate world. Find complete shownotes on our blogs... Ben Carlson’s Mich…
Sept. 8, 2021
Interest Rates Are Never Going Up Again (EP.221)
On today's show we discuss the early days of this podcast, Ray Dalio's performance issues, how wealth and demographics are impacting interest rates, why bitcoin matters, Ben's week with Covid and more. Find complete shownote…