Episodes

The Short Squeeze (EP.122)
Jan. 22, 2020

The Short Squeeze (EP.122)

On this week's show we discuss Tesla's wild ride, fixing the US retirement system, why financial literacy doesn't always work, why the Fed isn't to blame for everything in the markets, long-term market return expectations, where are all the start-ups...
The 10 Best Jobs in America (EP.121)
Jan. 15, 2020

The 10 Best Jobs in America (EP.121)

On this week's episode we discuss Vanguard vs Mark Zuckerberg, do people value work over family, chances of a recession in 2020, Apple AirPods as a business, why are there so many mattress stores, Sapphire Reserve is raising rates, the plant-based...
Millennials on Communism (EP.120)
Jan. 8, 2020

Millennials on Communism (EP.120)

On this week's episode, we discuss Ben's new book , the future of the publishing world, how markets respond to geopolitical uncertainty, why this bull market lacks euphoria, risks & opportunities from an aging population, how many people actually...
Everybody's Busy (EP.119)
Jan. 1, 2020

Everybody's Busy (EP.119)

On this week's show we discuss working nights and weekends, why people are "busy" all the time, why we don't enjoy innovation as much as we should, tech bros vs finance bros, low stakes conspiracy theories, energy stocks and much more. Find complete...
The Best Decade in Human History (EP.118)
Dec. 25, 2019

The Best Decade in Human History (EP.118)

On this week's show we talk about the one year anniversary of the bear market, the Christmas Eve miracle bottom, the new Peter Lynch interview, why it never pays to be a pessimist, the illiquidity premium, recessionary vs non-recessionary bear markets...
A Random Watch Down Wall Street: Trading Places
Dec. 23, 2019

A Random Watch Down Wall Street: Trading Places

We re-watched the 1980s finance classic Trading Places with Eddie Murphy, Dan Aykroyd and Jamie Lee Curtis to discuss how markets have changed since then, the most iconic scenes, and how well this movie aged. Find complete shownotes on our...
Shopping Under the Influence (EP.117)
Dec. 18, 2019

Shopping Under the Influence (EP.117)

On this week's show we discuss some of the best charts of the decade from YCharts, the different types of Twitter accounts, when ETFs will surpass mutual funds, the new Bob Iger book, the best memes of 2019, how much does the Tooth Fairy get these...
Talk Your Book: The Case for Tactical Equity
Dec. 16, 2019

Talk Your Book: The Case for Tactical Equity

On today's show we talk with Corey Hoffstein of Newfound Research about all things tactical, including their new ETF, ROMO. Find complete shownotes on our blogs... Ben Carlson’s Michael Batnick’s Like us on And feel free to shoot us an email...
Murder of the American Dream (EP.116)
Dec. 11, 2019

Murder of the American Dream (EP.116)

On this week's show we discuss the economy Paul Volcker inherited at the Fed, a decade without a recession, how to raise kind children, the appeal of annuities, avoiding a mid-life crisis, banana art and much more. Find complete shownotes on our...
A Random Watch Down Wall Street: Boiler Room
Dec. 9, 2019

A Random Watch Down Wall Street: Boiler Room

On this episode Michael and Ben rewatch the Wall Street classic, Boiler Room to discuss how things have changed in the industry since 2000, early Microsoft millionaires, cold-calling stock pitches and much more. Find complete shownotes on our blogs......
It's What It Is (EP.115)
Dec. 4, 2019

It's What It Is (EP.115)

On this week's show we discuss the coming generational wealth transfer, some good economic news, The Irishman, too many contrarians, hedge fund money, investment banking as a career, 529 investing, one of the best things about parenting and much more....
Talk Your Book: Elimination Alpha – How to XOUT Your Portfolio Losers
Dec. 2, 2019

Talk Your Book: Elimination Alpha – How to XOUT Your Portfolio Losers

On this edition of Talk Your Book we chatted with Will Rhind and David Barse about the new GraniteShares XOUT U.S. Large Cap ETF and thinking about finding winners by avoiding losers in your portfolio. Find complete shownotes on our blogs... Ben...
The Nastiest, Hardest Problem in Finance (EP.114)
Nov. 27, 2019

The Nastiest, Hardest Problem in Finance (EP.114)

On this week's show we discuss scale in the asset management business, Robloncho and Cybertruck reviews, the biggest worries in the real estate market, the student loan-like problem for young people and much more. Find complete shownotes on our...
Talk Your Books: Value & Momentum with Jack & Wes
Nov. 25, 2019

Talk Your Books: Value & Momentum with Jack & Wes

On this edition of Talk Your Book, we spoke with Alpha Architect's Wes Gray and Jack Vogel about value and momentum strategies and how they developed their investing process. Find complete shownotes on our blogs... Ben Carlson’s Michael Batnick’s...
Worst Call Ever? (EP.113)
Nov. 20, 2019

Worst Call Ever? (EP.113)

On this week's show we discuss our initial thoughts on Disney+, staying bearish on Netflix since 2002, tech adoption, Google checking accounts, Armageddon calls, the social media era, influencer fraud, new customers from free trades,...
Talk Your Book: Defined Outcome Strategies with Jason Barsema of Halo Investing
Nov. 18, 2019

Talk Your Book: Defined Outcome Strategies with Jason Barsema of Halo Investing

On this edition of Talk Your Book we had Jason Barsema from Halo Investing on to discuss the structured products market, how they're trying to make them more transparent, the pros and cons of structured products, best use cases for advisors and...
I've Never Used an Emoji (EP.112)
Nov. 13, 2019

I've Never Used an Emoji (EP.112)

On this week's show we discuss the growth in auto loans, denominator blindness in debt statistics, experts on an earlier version of the world, the one-percenters, timing value stocks, infinite leverage, more surveys and much more. Find complete...
Talk Your Book: Coaching the Yankees
Nov. 11, 2019

Talk Your Book: Coaching the Yankees

On this Talk Your Book we sat down with Dana Cavalea, former strength & conditioning coach for the New York Yankees to discuss his book Habits of Champion and how he got the job of a lifetime at age 23. Find complete shownotes on our blogs... Ben...
Talk Your Book: Greg Zuckerman on Jim Simons & Renaissance Technologies
Nov. 7, 2019

Talk Your Book: Greg Zuckerman on Jim Simons & Renaissance Technologies

On today's Talk Your Book we talked with Greg Zuckerman about his new book The Man Who Solved the Market. We covered how Jim Simons built the greatest track record ever, lessons all investors can take away from Simons, how Ren Tech does it, the...
The World's Worst Investor (EP.111)
Nov. 6, 2019

The World's Worst Investor (EP.111)

On this week's show we discuss the food delivery recession, demographic wars, why people are staying in their homes longer, why teens love TikTok, how Deadspin imploded, selling out at the top, Apple wearable growth, Ashton Kutcher's personal finance...
CEO Departures (EP.110)
Oct. 30, 2019

CEO Departures (EP.110)

On this week's show we discuss company performance after a CEO leaves, never-ending finance arguments, what would happen if we banned buybacks, Elizabeth Warren's plans to break-up big corporations, Tesla as a sentiment barometer, why China matters...
Talk Your Book: Crossing Wall Street with Eddy Elfenbein
Oct. 28, 2019

Talk Your Book: Crossing Wall Street with Eddy Elfenbein

On this edition of Talk Your Book we chatted with Eddy Elfenbein about his ETF, the buy list, passively investing in active stock picking, why it's so difficult to do nothing most of the time with your investments, fulcrum fees and much more. Find...
The Least Happy Age (EP.109)
Oct. 23, 2019

The Least Happy Age (EP.109)

On this week's show we discuss the never-ending death of the 60/40 portfolio, why it feels logical and irrational to invest overseas right now, why rich people continue to work, how Blockbuster blew it with Netflix, the Influencer bubble may be...
The Undies Indicator (EP.108)
Oct. 16, 2019

The Undies Indicator (EP.108)

On this week's episode we discuss the streaming wars, recession-proof businesses, the China-NBA clash, the power of Twitter, underwear economic indicators, credit vs. interest rates, the winner of the no-fee ETF war, Robinhood's foray into banking,...