Episodes
June 4, 2021
Talk Your Book: The Commodity Supercycle
On today's Talk Your Book we spoke with Direxion's Ed Egilinsky about the potential for a commodities supercycle and why it makes sense to be tactical when it comes to commodities exposure. Find complete shownotes on our b…
June 2, 2021
And Then I Got Scammed (EP.207)
Description: On this week's show we discuss the king of SPACs, how the internet broke people's brains, Guy Fieri, the promise of crypto, the history of money market funds, how the rent vs. buy dynamic has changed in a hot ho…
May 28, 2021
Listener Mailbag (EP.206)
On today's show we answer listener questions on real estate, asset allocation, where to save retirement money, dealing with big gains in individual stocks and much more. Find complete shownotes on our blogs... Ben Carlson’…
May 26, 2021
The Worst Time To Buy a Home (EP.205)
On 's show we discuss Tesla vs. Ford, the Robinhood effect, why markets make volatility worse, trying to explain what DeFi is, the Frankenstein economy, why this is the worst time ever to be a home buyer, the greatest of Jo…
May 19, 2021
A Shortage of Everything (EP.204)
On 's show we discuss Elon Musk's crypto tweets, why bitcoin is falling, some context behind the inflation numbers, the weirdest economy ever, why used car prices spiked, what happened to comedies and much more. Find compl…
May 14, 2021
Growth at a Reasonable Price
On 's show, the guys talk with Clay Gardner of Titan, an actively managed investment solution that is trying to disrupt mutual funds. Find complete shownotes on our blogs... Ben Carlson’s Michael Batnick’s Like us on …
May 12, 2021
Bubbles Are Forever (EP.203)
On this week's show we discuss the huge miss in the job's report, why stock market valuations are so hard to use today, why we need to build more houses, the insane spike in lumber prices, the downfall of growth stocks, the …
May 5, 2021
We Should Be in a Bubble (EP.202)
On this week's show we discuss the roommate theory, Bill Murray, the massive scale of the 5 big tech stocks, rational vs. irrational bubbles, pros and cons of Robinhood, crypto going off and much more. Find complete shownote…
April 28, 2021
The YOLO Economy (EP.201)
On this week's show we discuss the crypto crash, setting return expectations, make life changes because of the pandemic, cynical thinking because of the internet, taxes vs. the stock market and more. Find complete shownotes …
April 21, 2021
The Dumbest Week Ever (EP.200)
On this week's show we talk about dogecoin, the crypto crash, money-losing companies, buyers of second homes, why 2008 broke so many brains, a shortage of homeowners, a new idea for Airbnb and more. Find complete shownotes…
April 14, 2021
A Shortage of Workers (EP.199)
On today's show we discuss housing bubble talk, huge fund inflows into stocks, gains for the bottom 50%, shortages, inflation and investing in collectibles. Find complete shownotes on our blogs... Ben Carlson’s Michael Ba…
April 9, 2021
Listener Mailbag
On today's Animal Spirits, Michael and Ben answer listener questions. Everything from personal finance to real estate to investments, and everything in-between. Keep the emails coming! Find complete shownotes on our blogs...…
April 7, 2021
Housing Bubble 2.0?
On today's show we discuss the rise in Gen Z traders, how retail investors are impacting the market, the 4 types of Robinhood traders, the dependability of market cycles, going from being a saver to being a spender and more.…
March 31, 2021
The Active Management Resurgence (EP.197)
On today's show we discuss the most bullish thing about the stock market right now, the catalyst for value beating growth, when the smart money is really dumb, the relationship between inflation and wealth inequality, the be…
March 26, 2021
Talk Your Book: Investing in the Gig Economy
On today's Talk Your Book we speak with David Dziekanski, portfolio manager for the SoFi Gig Economy ETF. Find complete shownotes on our blogs... Ben Carlson’s Michael Batnick’s Like us on And feel free to shoot us an em…
March 24, 2021
An Affordability Crisis (EP.196)
On today's show we discuss rising real estate prices, how the work from home trend could impact housing, working at Goldman Sachs, the income required to be considered rich, benchmarking your retirement savings to your peers…
March 19, 2021
Talk Your Book: The Case for Emerging Markets
On today's Talk Your Book we spoke with Nick Niziolek from Calamos Investments about the potential for emerging markets in the coming years. Find complete shownotes on our blogs... Ben Carlson’s Michael Batnick’s Like us…
March 17, 2021
Super Bullish (EP.195)
On this week's show we talk about taking cash out of your house, the coming economic boom, why the Fed isn't printing as much money as you think, Beeple's $69 million NFT, why commodities aren't setting up for a supercycle, …
March 12, 2021
Talk Your Book: Investing in Freedom
On today's show we speak with Perth Tolle of Life + Liberty Indexes about freedom as an investment factor. Find complete shownotes on our blogs... Ben Carlson’s Michael Batnick’s Like us on And feel free to shoot us an …
March 10, 2021
The Recession is Over (EP.194)
On this week's show we discuss the wreckage in growth stocks, the outperformance of value, what the massive fiscal stimulus plan means for the economy, the inflation worry, the enemy of ARK, comedy sequels and more. Find c…
March 5, 2021
Talk Your Book: The Most Ambitious ETFs
On today's Talk Your Book we chat with Simplify Asset Management CEO Paul Kim about creating ETFs that are concentrated, enhance the upside and protect the downside. Find complete shownotes on our blogs... Ben Carlson’s M…
March 3, 2021
Never Bet Against America (EP.193)
On this week's show we discuss the recent rise in interest rates, how much rates really matter to the markets, the latest Buffett shareholder letter, when value stocks turn into momentum stocks, bubble debates and more. Fi…
Feb. 26, 2021
Talk Your Book: Investing in Moonshots
On today's Talk Your Book, we spoke with Direxion's Dave Mazza about the Direxion Moonshot ETF and how to invest in the most innovative companies. Find complete shownotes on our blogs... Ben Carlson’s Michael Batnick’s L…
Feb. 24, 2021
The Beanie Baby Bubble (EP.192)
On today's show we discuss the collectibles boom, similarities and differences to the Beanie Baby boom of the late-1990s, NBA Top Shot, ISAs for pro athletes and more. Find complete shownotes on our blogs... Ben Carlson’s M…