Episodes
Oct. 8, 2025
It Feels Like 1999 (EP. 433)
On episode 433 of Animal Spirits, Michael Batnick and Ben Carlson discuss the melt-up phase of the AI boom, there is a bubble in bubble predictions, no one is g...
Oct. 6, 2025
Talk Your Book: Investing in Public and Private Credit
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Jason Duko, Executive Vice President and Por...
Oct. 1, 2025
Why Retail is Outperforming (EP. 432)
On episode 432 of Animal Spirits, Michael Batnick and Ben Carlson discuss the thing that matters most to for the stock market, why AI is a bubble, inequality in the...
Sept. 29, 2025
Talk Your Book: Investing in the All Weather Strategy
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Matt Bartolini from State Street Investment Mana...
Sept. 24, 2025
A Mania Is Brewing (EP. 431)
On episode 431 of Animal Spirits, Michael Batnick and Ben Carlson discuss bubble behavior from tech CEOs, the AI inflection point, S&P 10,000, panic selling, $7.7 t...
Sept. 22, 2025
Talk Your Book: Making Money When Stocks Are Up or Down
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Graham Day, EVP and CIO of Innovator Capital Managem...
Sept. 17, 2025
How Many People Make $100,000? (EP. 430)
On episode 430 of Animal Spirits, Michael Batnick and Ben Carlson discuss Future Proof, 1990s nostalgia, Oasis, why the stock market doesn't care about the labor market,...
Sept. 15, 2025
Talk Your Book: Investing in Private Credit ETFs and All-Time Highs
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Wes Crill, Senior Client Solutions Director & VP at ...
Sept. 10, 2025
Live from Future Proof 2025 (EP. 429)
On episode 429 of Animal Spirits, Michael Batnick and Ben Carlson reflect on Ritholtz Wealth Management’s evolution from a startup to a mature firm, sharing lessons on clien...
Sept. 8, 2025
Talk Your Book: How Custom Indexing Works
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Ehren J. Stanhope, CFA, Principal, Chief Investment Stra...
Sept. 3, 2025
A National Housing Emergency (EP. 428)
On episode 428 of Animal Spirits, Michael Batnick and Ben Carlson discuss rich people everywhere, why this isn't like the dot-com bubble, the markets don't care about bad v...
Sept. 1, 2025
Talk Your Book: How to Invest in Commodities
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Don Casturo, CIO at Quantix Commodities LP and Kristof Gleic...
Aug. 27, 2025
State of the American Investor (EP. 427)
On episode 427 of Animal Spirits, Michael Batnick and Ben Carlson discuss what happens to the stock market after Fed rate cuts, is this 1996 or 1999, why value stocks need a rec...
Aug. 25, 2025
Talk Your Book: Creating Monthly Income From Your Portfolio
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by John Burrello, Senior Portfolio Manager at Invesco to discuss: t...
Aug. 20, 2025
Buy the Porsche (EP. 426)
On episode 426 of Animal Spirits, Michael Batnick and Ben Carlson discuss why the stock market is getting boring, S&P 493 vs. the Mag 7, are small caps dead, it's tough being a cont...
Aug. 18, 2025
Talk Your Book: How to Invest in Futures
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Craig Bewick, Head of Retail Education for the CME Group to discuss:...
Aug. 13, 2025
Measuring the Wealth Effect (EP. 425)
On episode 425 of Animal Spirits, Michael Batnick and Ben Carlson discuss 1990s nostalgia, the growing importance of the stock market on the economy, the Nifty Fifty vs. the Mag 7, ...
Aug. 11, 2025
Talk Your Book: The People's Index
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Matt Bartolini, Managing Director at State Street Investment Management ...
Aug. 6, 2025
Wall Street Strikes Back (EP. 424)
On episode 424 of Animal Spirits, Michael Batnick and Ben Carlson discuss: how AI bailed out the stock market and economy, a history of capex bubbles, the Carvana comeback, investo...
Aug. 4, 2025
Talk Your Book: Finding Tax Alpha in Fixed Income
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Alex Morris of F/m Investments to discuss their new Compoundr ETF Se...
July 30, 2025
This Is the Dumb Money (EP. 423)
On episode 423 of Animal Spirits, Michael Batnick and Ben Carlson discuss an AI bubble floor under the market, when to sell NVDA, strategies that don't work anymore, how the housing mar...
July 28, 2025
Talk Your Book: How to Hold the Biggest Winners
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Bill Mann, Chief Investment Strategist at Motley Fool Asset Management to di...
July 23, 2025
What is Upper Middle Class? (EP. 422)
On episode 422 of Animal Spirits, Michael Batnick and Ben Carlson discuss: why stock market returns can't be 15% per year forever, putting the Mag 7 into context, small caps are cheap, ...
July 21, 2025
Talk Your Book: How We Got a Bitcoin ETF
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Dave LaValle, Senior Managing Director, Global Head of ETFs at Grayscale Investm...