Episodes
Sept. 20, 2023
Americans Love Borrowing Money (EP.326)
On episode 326 of Animal Spirits, Michael Batnick and Ben Carlson discuss: Future Proof, how markets have changed over the past 70 years, why allocations to stocks are higher than they were in the past, small caps vs. large c...
Sept. 18, 2023
Talk Your Book: Customizing Alternatives
On today's show, we are joined again by Brett Hillard, CIO of GLASfunds to discuss: wealth managers vs. institutions investing in alternatives, how advisors are utilizing GLASfunds , investing in alts in a rising-rate environ...
Sept. 13, 2023
Is Apple the Next IBM? (EP.325)
On episode 325 of Animal Spirits, Michael Batnick and Ben Carlson discuss: Description: On today's show, we are live at Future Proof to discuss: Duncan spills a Miami Vice, what we actually do at RWM, if Apple is the next IBM...
Sept. 11, 2023
Talk Your Book: The Macro Case for Crypto
On today's show, Michael and Ben are joined by Jack Neureuter, Senior Research Analyst at Fidelity Digital Assets , and Ramine Bigdeliazari, Director of Product at Fidelity Digital Assets to discuss: - What the SEC ruling mea...
Sept. 9, 2023
Talk Your Book: Need to Have Cars With Car Dealership Guy
On today's show, Michael and Ben are joined again by CarDealershipGuy to discuss: Ben's car leasing dilemma, leasing vs buying, why car prices have gotten so expensive, Tesla vs everyone, and much more! Find complete show not...
Sept. 6, 2023
The Market Cap of Taylor Swift (EP.324)
On episode 324 of Animal Spirits, Michael Batnick and Ben Carlson discuss: one of the best years ever for the Nasdaq 100, people who want to see the financial system burn, getting back on trend with economic data, what if hou...
Aug. 30, 2023
Are You on Track For Retirement? (EP.323)
On episode 323 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the outlook for a 60/40 portfolio, dollar cost averaging into a bear market, the evolution of retirement, the best age for making good financial decis...
Aug. 28, 2023
Talk Your Book: J.P. Morgan's Covered Call Strategies
On today's show, Michael and Ben are joined by Hamilton Reiner, MD, PM, and Head of US Equity Derivatives at J.P. Morgan Asset Management to discuss: how JEPI is constructed, how volatility affects yield, why JEPI has been so...
Aug. 23, 2023
Rates to the Hilt (EP.322)
On episode 322 of Animal Spirits, Michael Batnick and Ben Carlson discuss: if bonds are more attractive than stocks right now, a lost decade for bonds, Michael Burry's track record, why the economy is so hard to predict right...
Aug. 21, 2023
Talk Your Book: Customizing Your Assets
On today's show, Michael and Ben are joined by Matt Radgowski, CEO of Halo Investing to discuss: customizing your assets, utilizing structured notes as a hedge, latest innovations in defined outcome products, and much more! F...
Aug. 16, 2023
How Much is Happiness Worth? (EP.321)
On episode 321 of Animal Spirits, Michael Batnick and Ben Carlson discuss: Ben's trip to NYC, stock market vs. bond market valuations, the 4% inflation scenario, why the consumer is so important, record home values (again), t...
Aug. 14, 2023
Talk Your Book: Large Cap Alpha
On today's show, Michael and Ben are joined by Francisco Bido, Senior Portfolio Manager for the Integrated Alpha group of F/m Investments to discuss: screening companies, growth vs value investing, investing in Apple, avoidi...
Aug. 9, 2023
Do Valuations Matter? (EP.320)
On episode 320 of Animal Spirits, Michael Batnick and Ben Carlson discuss: bull market corrections, why valuations don't matter all that much, why people were so wrong about the stock market, why we haven't gotten a recession...
Aug. 7, 2023
Compounding with Concentrated Portfolios
On today's show, Michael and Ben are joined by John Neff, Partner and Portfolio Manager of AKRE Capital Management to discuss: the AI investing craze, the creation of fundamental analysis, compounding returns with Warren Buff...
Aug. 2, 2023
Everything is Up This Year (EP.319)
On episode 319 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the biggest behavioral bias in investing, the number of IPOs that survive, rolling the dice on the stock market, why the consumer doesn't care about h...
July 31, 2023
Talk Your Book: 100% Downside Protection
On today's show, Michael and Ben are joined by Bruce Bond, Founder and CEO of Innovator ETFs to discuss: how 100% downside protection works, what upside you can earn with complete downside protection, who this product makes t...
July 26, 2023
The Wealth Paradox (EP.318)
On episode 318 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the 2 types of bear markets, why everyone was wrong but the stock market was right about a recession, speculation vs. interest rates, real estate as a...
July 24, 2023
Talk Your Book: Future Proof Festival
On today's show, Michael and Ben are joined by Matt Middleton, CEO and Co-Founder of Advisor Circle to discuss: how Advisor Circle was started, why conferences needed to change, Future Proof 2022 and changes coming for 2023, ...
July 19, 2023
Recession Not Required (EP.317)
On episode 317 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the stock market vs. the Fed's balance sheet, why expectations matter more than fundamentals in the short-run, the cruel irony of investing, how to he...
July 17, 2023
Talk Your Book: The Impact of a Bitcoin ETF
On today's show, we are joined again by Jack Neureuter, Research Analyst at Fidelity Digital Assets to discuss: knock-on affects of a spot Bitcoin ETF, the Grayscale discount, Bitcoin in bear markets vs bull markets, whether ...
July 12, 2023
Is Twitter Dead? (EP.316)
On episode 316 of Animal Spirits, Michael Batnick and Ben Carlson discuss: when to get bullish on the long run, how to use sell side stock research, what's wrong with Disney, cruises are underrated, how the pandemic messed up...
July 5, 2023
Is the Housing Correction Over? (EP.315)
On episode 315 of Animal Spirits, Michael Batnick and Ben Carlson discuss the stock market fighting the Fed, the power of index fund flows, the most trustworthy source of financial advice, an economic miracle in the United St...
July 3, 2023
Talk Your Book: Optimizing Your Credit Card Points
On today's show, we are joined by Chris Hutchins, Host of All The Hacks Podcast to discuss: credit card point devaluation, the best cards to optimize spending, where you should book flights, transferring points for better red...
June 28, 2023
Why Crypto Needs BlackRock (EP.314)
On episode 314 of Animal Spirits, Michael Batnick and Ben Carlson discuss why the bond market isn't always the smart money, some more good news on the inflation front, why lifestyle inflation is at all-time highs, talking our...