Episodes
May 29, 2023
Talk Your Book: Upside and Downside Customization For Your Portfolio
On today's show, we are joined by Jason Barsema, Co-Founder and President of to discuss how structured notes are made, counterparty risk during banking crises, customizing structured notes, and much more! Find co…
May 24, 2023
Tech Stocks Are Back (EP.309)
On today's show, Michael Batnick and Ben Carlson discuss the now-available Animal Spirits x Tropical Bros shirts, a great year for stocks (so far), Japan and Germany making new decade highs, US Government interest payments a…
May 22, 2023
Talk Your Book: Streamlining Alternative Investments
On today's show, we are joined by Brett Hillard, CIO of to discuss advisor pain points when investing in alts, the fund manager due diligence process, how interest rates affect the alternatives market, and much more! …
May 20, 2023
Living a Rich Life with Ramit Sethi
On today's episode of Animals Spirits: Talk Your Book we are joined by to talk about his new Netflix Show, How to Get Rich. Find complete shownotes on our blogs... Ben Carlson’s Michael Batnick’s Feel free to shoot us …
May 17, 2023
The Only Game in Town (EP.308)
On today's show we discuss debt ceiling drama, the best long-term investment, money market funds, catching a falling knife, 24 hour trading, why workers are happier than ever, the greatest wealth transfer in history, why wea…
May 15, 2023
Talk Your Book: Fidelity Digital Assets Mailbag
On today's show, we are joined by Jack Neureuter, Research Analyst at to discuss what drives the price of Bitcoin, where to store Bitcoin, Bitcoin staying out of the headlines, and much more! Find complete showno…
May 10, 2023
Business Optimism Crashes (EP.307)
On today's show we discuss regional bank failures, confidence in the Fed, international diversification, the V-shaped recovery in the labor market, vibes vs. data in the economy, the best company in the world, middle age and…
May 3, 2023
Bear Market Lessons (EP.306)
On today's show, we discuss never shorting junk food, a purgatory market, why spending isn't slowing down, our first mortgage rates, the First Republic takeover, and much more! This episode is sponsored by Simplify. Learn …
May 1, 2023
Talk Your Book: CLOs – The Providers of Leverage
On today's show, we are joined by Thomas Majewski, Managing Partner of to discuss what a CLO is, differences between a CLO and a CDO, how Eagle Point Credit is able to pay these yields, the 2023 banking crisis, and much mor…
April 26, 2023
Millennials Will Buy All the Stocks (EP.305)
On today's show we discuss what happens to stocks after a bad year, why foreign stocks are outperforming, why any recession should be mild, how millennials will impact stock market valuations, generational homeownership rate…
April 24, 2023
Talk Your Book: Diversify Your Diversifiers
On today's show, we are joined by Paul Kim, CEO and Co-Founder of Simplify ETFs to discuss how rising yields affect alternative strategies, Simplify's interest rate hedge strategy, utilizing VIX strategies, and much more! …
April 19, 2023
The Crockpot Recession (EP.304)
On today's show we discuss why the bond market is so confused, why consumers are so confused, why Vanguard continues to dominate, why inflation is finally heading lower, why millennials aren't as broke as you think, why firs…
April 17, 2023
Talk Your Book: Hidden Pricing Power
On today's show, we are joined by Haruki Toyama, Portfolio Manager and Head of Mid-Cap and Large-Cap Equity at Madison Investments to discuss finding wide moats, discovering hidden pricing power, using movie anecdotes to inv…
April 12, 2023
The Year of Disappointment (EP.303)
On today's show, we discuss corrections during election years, rich boomers, how great AirBNB is, more issues at Twitter, Successions last season, and much more! Find complete shownotes on our blogs... Ben Carlson’s Mi…
April 10, 2023
Talk Your Book: Defining the Downside
On today's show, we are joined again by Bruce Bond to discuss Innovators latest fixed-income focused barrier ETFs, how rate volatility affects ETF yield, risk-reward in fixed-income, and much more! Find complete shownotes …
April 5, 2023
The 3 Levels of Wealth (EP.302)
On today's show we discuss why investors are always looking to catch a falling knife, a reversal in the markets since last year, why European stocks are outperforming, how money market funds became the biggest market story o…
April 3, 2023
Talk Your Book: No Bank Runs in Commercial Real Estate
On today's show, we spoke with Tom Miller, CEO and CIO of USQ to discuss real estate in Manhattan, the hottest sectors of commercial real estate, office space investing in the next few years, and much more! Find complete sh…
April 1, 2023
Talk Your Book: Car Dealership Guy
On today's show, we are joined by CarDealershipGuy to discuss buying a car in 2023, buying v leasing, the downfall of Carvana, the electric car market, and much more! Find complete shownotes on our blogs... Ben Carlson’s …
March 29, 2023
The Worst Chart in Finance (EP.301)
On today's show we discuss why investing is so hard, the time between all-time highs in a bear market, why the Fed is in such a tough spot, ramifications from the banking crisis, low supply in the housing market, why people …
March 27, 2023
Talk Your Book: Startups in a Crisis
On today's show, we are joined by Brandon Arvanaghi, Founder and CEO of Meow, and Devon Drew, the CEO and CIO of DFD Partners to discuss tools for business owners and treasury cash management, and distribution solutions for …
March 22, 2023
The Lender of Last Resort (EP.300)
On today's show we discuss the latest from the banking crisis, the market's reaction to bank runs, what the Fed should do next, why service inflation is higher than goods inflation, why crypto is rallying this year, how much…
March 20, 2023
Talk Your Book: How to Buy Treasuries
On today's show, we are joined by Alex Morris, Co-Founder and CIO of F/m Investments and the US Benchmark Series to discuss yield volatility, why it's so hard to buy single treasuries, the 2023 banking crisis, and much more!…
March 15, 2023
The Panic of 2023 (EP.299)
On today's show we discuss Silicon Valley Bank, the psychology of bank runs, how the Fed broke stuff, FDIC insurance, why the banking industry is forever changed, tech is the new Wall Street, why the bank crisis could be bul…
March 13, 2023
Talk Your Book: The Carrying Cost of Crazy
On today's show, we are joined by Dr. David Kelly, Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management about the SVB drama, interest rates moving forward, a slowdown …