Episodes

Aug. 26, 2019

Re-Kindled: Amusing Ourselves to Death (EP.99)

On this edition of Re-Kindled, Michael and Ben discuss Amusing Ourselves to Death by Neil Postman. Find complete shownotes on our blogs... Ben Carlson’s Michael Batnick’s Like us on And feel free to shoot us an email at with any feedback,...
Aug. 21, 2019

Paycheck to Paycheck (EP.98)

On this week's show we discuss yield curve inversions, why everyone is always predicting recessions, RV indicators, bonds are expensive, who buys negative rate bonds, our new noobwhale t-shirts, VC pump & dumps, how many people live...
Aug. 19, 2019

Talk Your Book: Invest like a Hedge Fund with Titan

On today’s animal Spirits Talk Your Book, Michael and Ben talk to Clay Gardner of titan invest. Titan is on a mission to democratize hedge fund investing. Go to for more information. Find complete shownotes on our blogs... Ben Carlson’s Michael...
Aug. 14, 2019

Business in a Box (EP.97)

On this week's show we discuss what to make of negative interest rates, who is buying these bonds with negative rates, the new Apple credit card, the growth in takeout food, why fly swatters can't be disrupted, how Planet Fitness hacked human nature...
Aug. 7, 2019

The Bankrupt Barber (EP.96)

On this week's show we discuss how stocks have reacted to past Fed rate cuts, why is the stock market falling, why aren't there more unicorn companies in Japan, nature vs. nurture in your finances, why Michael bought a Peloton, Noobwhale t-shirts, can...
Aug. 5, 2019

Re-Kindled: Superforecasting (EP.95)

On this edition of Re-Kindled we discuss Philip Tetlock's masterpiece on prediction, Superforecasting. Find complete shownotes on our blogs... Ben Carlson’s Michael Batnick’s Like us on And feel free to shoot us an email at with any feedback,...
July 31, 2019

Rush For the Exits (EP.94)

On this week's show we discuss intellectual shaming, power laws in the stock market, the insane number of stocks that end up losers, why are fewer people driving minivans, what would happen if the USD lost reserve currency status, will there ever be...
July 24, 2019

Broke & Overweight (EP.93)

On this week's show we discuss why are fewer people subscribing to Netflix, will we ever really reach peak podcast, how many people own their home outright, what is the chance your home will go down in value over 5 years, Elizabeth Warren's plan to...
July 17, 2019

Shielded Alpha (EP.92)

On this week's show we discuss the upside to social media, zombie VC companies, podcasting at , bubbles and career risk, using credit card reward points, where couples meet these days, the contradictory nature of having skin in the game, influencing...
July 15, 2019

Talk Your Book: Agricultural Commodities

On this week's Talk Your Book, Michael and Ben sat down with Sal Gilbertie, CEO and founder of Teucrium Trading, an ETF provider of agricultural commodities products. Find complete shownotes on our blogs... Ben Carlson’s Michael Batnick’s ...
July 10, 2019

The Next Big Short? (EP.91)

On this week's show we discuss does all the high-frequency trading at the start and end of the day matter, what trends will die off with the baby boomer generation, is Rich Dad, Poor Dad real, visualizing wealth inequality, Walmart's competition with...
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 on And feel free to...
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 fees, how many Americans can...
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 complete shownotes on...
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 Harry Dent says there will...
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 personal finance industry a...
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 shownotes on our blogs......
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 bubble data, does anyone...
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 Batnick’s Like...
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 feel free to shoot...
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 Customers' Yachts by Fred...
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 than the variable costs in...
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 in residential real estate,...
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, where dead cat bounce...