Episodes

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...
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, and much more. Find complete...
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, why is growth...
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't age well, lessons from...
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 to the subprime mortgage...
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 Charles Schwab seems to toe the...
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 the high cost of education,...
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 advisors spend their time,...
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 dividends aren't as...
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, why the financial services...
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 trading volume is fake,...
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 strategy, how options are...
March 20, 2019

The Expectations Gap (EP.73)

On this week's show we discuss the college admissions bribery scandal, does it matter where you went to college, how the tech companies can help in higher education, CalPERS is making a bigger push into private equity, the expectations gap in...