Episodes
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 crypto crash and much more....
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 our blogs... Ben Carlson’s ...
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 Like us on ...
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. Find complete shownotes...
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. Find complete...
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 formula and much more....
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 Like us on And feel...
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 Carlson’s Michael...
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 complete shownotes on our blogs......
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 complete shownotes on our...
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 free to shoot us an email...
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 fast food may be a thing...
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 shoot us an email at...
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 shoot us an email...
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 Carlson’s Michael...
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 complete shownotes on our...
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 and much more. Find...
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 to shoot us an email...
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 shownotes on our blogs... Ben...
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... Ben Carlson’s ...
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 Batnick’s ...
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. Find complete shownotes on...
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 animalspiritspod@gmail.com...
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. Find complete shownotes on our...