Episodes
March 6, 2023
Talk Your Book: A Bull Market in Tickers
On today's show, we are joined by Ed Egilinsky, Managing Director and Head of Alternatives at Direxion to discuss how to use leveraged ETFs, the cost of leverage, exciting thematics in 2023, and much more! Find complete sho…
March 4, 2023
Talk Your Book: Lifetime Income
On today's show, we are joined by David Blanchett, Managing Director and Head of Retirement Research at Prudential to discuss how advisors should think about incorporating annuities, what annuities make sense for clients, in…
March 1, 2023
Are Bonds Competition For Stocks (EP.297)
On today's show we discuss Michael's trip to Disney, the economy is too hot to not go into a recession, why inflation remains elevated, the junk stock rally, why housing prices aren't falling faster, an appreciation for stre…
Feb. 27, 2023
Talk Your Book: The "Tech Heavy" Nasdaq
On today's show, we are live from the Exchange ETF conference in Miami with Phil Mackintosh, Chief Economist and Senior Vice President at Nasdaq to discuss where interest rates may go this year, if we're in a recession, IPO …
Feb. 20, 2023
Talk Your Book: Investing in Quality Growth
On today's show, we are joined by Kevin Walkush, Portfolio Manager at Jensen Investment Management to discuss how return on equity works, dealing with changing moats, setting expectations for returns, and much more! Find c…
Feb. 15, 2023
When Money Becomes a Liability (EP.296)
On today's show, we discuss if inflation is behind us, the AI bubble, popular strategies during a bear market, Fleishman in real life, parking spaces, and much more! Find complete shownotes on our blogs... Ben Carlson’s …
Feb. 13, 2023
Talk Your Book: Bitcoin Doesn't Know It's Price
On today's show, we are joined by Jack Neureuter, Research Analyst at Fidelity Digital Assets to discuss a sentiment check with Bitcoin, use cases, a year in review for 2022, how Bitcoin has held up better than expected, and…
Feb. 8, 2023
Ready to Pop (EP.295)
On today's show we discuss the psychology behind big gains and losses, why retail traders are buying again, entertainment vs. advice with Jim Cramer, new bull market vs. bear market rally, value vs. growth. vs. rates, the st…
Feb. 6, 2023
Talk Your Book: The Prophet of Capital Preservation
On today’s show, we had Darren Schuringa, CEO and Founder of ASYMmetric ETFs on to discuss market volatility, how leverage works within leveraged ETFs, how ASYMmetric utilizes leverage and trend following, and much more! Fi…
Feb. 1, 2023
Benjamin Graham Disciple (EP.294)
On today's show we discuss the stock and bond market rallies in 2023, why certain investors are so pessimistic all the time, housing market activity bottoming, the most hated economic expansion of all-time, context around te…
Jan. 30, 2023
Talk Your Book: The Long and Short of Commodities
On today's show, we are joined by Sal Gilbertie, CEO of Teucrium to give us an update on Oil & Gas, how supply chains are looking in 2023, Teucriums latest Long/Short fund, potential issues with China, and much more! Find co…
Jan. 25, 2023
Is the Stock Market Getting Ahead of Itself? (EP.293)
On today's show we discuss why the narrative changes for the economy on a weekly basis, the snapback rally in the stock market, trouble in the car market, the boom in entrepreneurship, putting tech layoffs into perspective, …
Jan. 23, 2023
Talk Your Book: The Biggest Short Squeeze of All Time
On today's show, we are joined by Luke Oliver, Managing Director, Head of Climate Investments, and Head of Strategy at Kraneshares to discuss the biggest short of all time, how emissions are related to political risk, what d…
Jan. 18, 2023
Is a Soft Landing Inflationary? (EP.292)
On today's show we discuss why people still invest in stocks even when bond rates are high, international stocks are on a tear, the 60/40 argument that never dies, the Fed vs. the bond market, record high dividends in the st…
Jan. 16, 2023
Talk Your Book: Investing in Fallen Angels
On today's show, we are joined by Fran Rodilosso, Head of Fixed Income ETF Portfolio Management at VanEck to discuss rising stars vs fallen angels, how to be tactical with fixed income, what a fallen angel is, and much more!…
Jan. 11, 2023
What's the negative catalyst? (EP.291)
On today’s show we discuss Michael becoming famous for a Bezos prediction, the case for no recession in 2023, the bullish case for stocks, the bearish case for stocks, false signals from an inverted yield curve, why this is …
Jan. 9, 2023
Talk Your Book: What Makes an Index Fund Work
On today's show, we are joined by Rodney Comegys, Head of Vanguards Equity Investment Group to discuss how indexing works, what makes Vanguard so special, active investing vs passive investing, and much more! Find complet…
Jan. 4, 2023
10 Predictions For 2023 (EP.290)
On today's show we discuss the terrible no good year that was 2022 for financial markets, some thoughts on what might happen in 2023, the 4 factors that should impact markets and the economy next year, why investors are stil…
![[CORRECTION] The Tesla Crash (EP.289)](https://megaphone.imgix.net/podcasts/55ce8c16-0c60-11ee-9a9e-8320b1c89661/image/AnimalSpirts-Cover.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress "[CORRECTION] The Tesla Crash (EP.289)")
Dec. 28, 2022
[CORRECTION] The Tesla Crash (EP.289)
On this week's show we discuss the kid premium around the holidays, the most surprising things that happened in 2022, some thoughts on stocks vs. the economy for 2023, why consensus is wrong most of the time, the car industr…
Dec. 26, 2022
Talk Your Book: The Rise of Thematic Investing
On today's show, we are joined by Pavel Vaynshtok, Managing Director, Global Head of Strategy Indices at S&P Dow Jones Indices to discuss the history of indices, why thematics have gotten so popular, how S&P Dow Jones Indice…
Dec. 21, 2022
Buy the Dip is Dead (EP.288)
On today's show we talk about why the stock market is getting crushed this month, what one year's returns mean for the next year, why retail investors are still buying tech stocks, 3 scenarios for next year's market, the Fed…
Dec. 19, 2022
Talk Your Book: The Opposite of ESG
On today's show, we are joined by Mark Neuman, Founder and CIO of Constrained Capital to discuss companies orphaned by ESG, how capital is actually getting constrained, politics in investing, Coke & Pepsi vs alcohol & tobacc…
Dec. 14, 2022
Peak Inflation (EP.287)
On today's show we discuss inflation rolling over, the possibility of a soft landing, Santa Claus rallies, SPF getting arrested, what a housing market comeback would look like, picking stocks vs. picking stock-pickers, The W…
Dec. 12, 2022
Talk Your Book: Insourced CIO
On today's show, we are joined by Joe Mallen, CIO of Helios to discuss what he's hearing from advisors in this environment, insourced vs outsourced CIOs, bond and equity attractiveness going forward, and much more! Find co…