Episodes
July 8, 2019
Talk Your Book: The Acquirer's Multiple
On this episode of Talk Your Book, we talk with Toby Carlisle, portfolio manager of the new Acquirer's Fund ETF about deep value investing. Find complete shownotes on our blogs... Ben Carlson’s Michael Batnick’s Like us o…
July 3, 2019
A Single Push-Up (EP.90)
On this week's show we discuss why comedy movies are dying, therapy for social media, lower rates on savings accounts, Amazon as a shipping company, negative yielding debt, context around student loan debt, bank overdraft fe…
July 1, 2019
Talk Your Book: Global Factor Investing
On this week's Talk Your Book, Michael & Ben sat down with Vincent De Martel of Invesco to discuss how institutional investors are using factor investment strategies and what this means for the space going forward. Find com…
June 26, 2019
The Great Depression of 2073 (EP.89)
On this week's show we discuss why Michael is getting back into trading, Facebook's new cryptocurrency, is it a good thing more professional investors are buying up starter homes, should Vanguard get into private equity, why…
June 19, 2019
The Four Most Dangerous Words in Podcasting (EP.88)
On this week's show we discuss are there more unicorns now because there's more money in venture capital, why we're bullish on the next gen of retirement savers, Mary Meeker's most important trends on the Internet, is the pe…
June 17, 2019
Talk Your Book: Trading with MarketSmith
Michael & Ben sat down with Irusha Peiris to discuss the psychology behind trading, why it's so difficult to become a full-time trader, the types of stocks that can be big winners over time and much more. Find complete show…
June 12, 2019
Dad Cat Bounce (EP.87)
On this week's episode we discuss our chart crime of the year candidate, the staggering amount of student loan debt, managing money for NBA players, paying for time, why the home buying decision is so personal, contradictory…
June 10, 2019
Talk Your Book: The Net Lease REIT ETF
On today's Talk Your Book, Michael & Ben sat down with Chris Burbach & Alexi Panagiotakopoulos to discuss investing in REITs and their new net lease REIT ETF. Find complete shownotes on our blogs... Ben Carlson’s Michael B…
June 5, 2019
The Influencer Bubble (EP.86)
On today's show we talk about the influencer bubble, causes of death, peak smart phone, and the intelligence of the bond market. Find complete shownotes on our blogs... Ben Carlson’s Michael Batnick’s Like us on And fe…
June 3, 2019
Re-Kindled: Where Are the Customers' Yachts (EP.85)
Re-Kindled is a show where Michael and Ben discuss some of the best finance books ever written. On this episode of Re-Kindled Michael and Ben go through some of the lessons, passages, and funny anecdotes from Where Are The C…
May 29, 2019
The Podcast Power Law (EP.84)
On this week's show we discuss the unraveling of Tesla, what it takes to be in the top 1% of podcasts, where do people listen to podcasts, what Michael learned from creating a financial plan, why the fixed costs matter more …
May 27, 2019
Talk Your Book: Help With Your Down Payment From Unison
On today's Talk Your Book we sat down with Brodie Gay of Unison to discuss the difficulty of coming up with a down payment on a house, why it could make sense to share in the upside of your home, the investment opportunity i…
May 22, 2019
The Absence of Stuff (EP.83)
On this week's show we discuss why dividends are underrated, the billionaire paying off student loans, Goldman Sachs buying United Capital, the curious case of WeWork, ETFs that pay you, struggling to figure out your career,…
May 20, 2019
Talk Your Book: Jeremy Schwartz of WisdomTree
On today's Talk Your Book we had Jeremy Schwartz of WisdomTree on the show to discuss the firm's dividend strategies, the rise of tax-deferred accounts, currency hedging, improving the 60/40 portfolio, investing overseas, an…
May 15, 2019
Michael's Fitness Pal (EP.82)
On this week's show we discuss are the tech companies going to make us all fat and lazy, some good news for once in retirement saving data, the huge growth in tax-deferred accounts, how the S&P 500 has changed over the years…
May 8, 2019
The Rorschach Test (EP.81)
On this week's episode we discuss why Berkshire Hathway is the market's Rorschach test, Charlie Munger is still going strong at age 95, how many companies have avoided bankruptcy because of VC money, recession calls that won…
May 6, 2019
Re-Kindled: The Big Short (EP.80)
Re-Kindled is a show where Michael and Ben discuss some of the best finance books ever written. On this episode, they dig into The Big Short by Michael Lewis to talk about the lessons of the financial crisis from the banks t…
May 1, 2019
Remember Gchat? (EP.79)
On this week's show we discuss Tesla's huge drawdown, why making your stock bets public makes it harder to have an open mind, how our perceptions about retirement change over time, why does Uber lose so much money, how Charl…
April 24, 2019
The Re-Readables (EP.78)
On this week's show we discuss is inflation dead, what should we call our new podcast where we discuss classic finance books. what if the government eliminated all student loan debt, why eliminating student loans won't fix t…
April 17, 2019
Money Made By Chance (EP.77)
On this week's show we discuss the guy who bet $85k to win $1.2 million on Tiger winning the Masters, Ray Dalio's plan to save capitalism, are we really worse off than previous generations, investing in college grads, how do…
April 10, 2019
Money Makes Money (EP.76)
On this week's show we discuss the retirement crisis or lack thereof, average savings rates by generation, the biggest expense super savers cut back on, the Barron's cover curse, how much longer the bull market can last, why…
April 3, 2019
(Fixed) The Netflix of Financial Advice (EP.75)
On today's episode we discuss how to pay for college on the cheap, why is financial literacy in the U.S. so low, is there ever going to be a solution for the retirement savings crisis, the Netflix model for financial advice,…
March 27, 2019
Footing the Bill (EP.74)
On this week's show we discuss the yield curve inversion, the Fed vs. the bond market, baby boomers vs. millennials, Kahneman vs. Cialdini, why IPOs are almost always oversubscribed, real estate vs. the stock market, Bitcoin…
March 25, 2019
Talk Your Book: Creating a Buffer
On today's talk your book we discuss surviving the upside when trying to hedge, the ideal client for hedging, structured product strategies in an ETF wrapper, why complex products require more homework, timing a hedging stra…