Podcast · 382 episodes
Animal Spirits Podcast, page 3
by The Compound · English
Animal Spirits is a show about markets, life, and investing. Join Michael Batnick and Ben Carlson as they talk about what they're reading, writing, listening to and watching. Look for new episodes every Wednesday morning. See our disclosures here - https://ritholtzwealth.com/podcast-youtube-disclosures/
All episodes, page 3
Talk Your Book: The Biggest Active ETFMichael Batnick and Ben Carlson discuss “Talk Your Book” on Animal Spirits with Hamilton Rainer (J.P. Morgan), focusing on J.P. Morgan’s covered-call ETFs and why they’ve stayed popular.13 Apr 2026 · 30 min · 18 chapters
$1 Million is the Worst Amount of Money (EP. 459)Markets’ resilience despite last year’s geopolitical shock; what’s driving S&P 500 moves (Mag 7 concentration vs.8 Apr 2026 · 1 h 4 min · 33 chapters
Talk Your Book: Income and MomentumTwo-part “Talk Your Book” on (1) momentum investing via Motley Fool’s momentum ETF MFMO and (2) preferred securities as an income tool via Eaton Vance/Morgan Stanley’s EVPF, including how they…6 Apr 2026 · 38 min · 14 chapters
Home Buyer's Remorse (EP. 458)The hosts debate whether the current stock sell-off signals recession or just a normal correction, arguing that earnings and macro indicators remain resilient.1 Apr 2026 · 1 h 17 min · 42 chapters
Talk Your Book: Navigating Fixed Income in a Crazy WorldFixed income in a volatile, uncertain macro environment—how to diversify beyond “bonds hedge everything,” and which parts of the bond market may offer income, stability, and flexibility.30 Mar 2026 · 24 min · 12 chapters
The Best Stocks in History (EP. 457)The hosts discuss why markets seem to “rule everything” during geopolitical headlines, focusing on oil/inflation/rates dynamics, investor psychology, and how markets can stay resilient even when…25 Mar 2026 · 1 h 18 min · 44 chapters
Talk Your Book: What's the Latest in Crypto?In this episode of the Animal Spirits Podcast, hosts Michael Batnick and Ben Carlson are joined by Krista Lynch from Grayscale to delve into various aspects of the cryptocurrency market, including…23 Mar 2026 · 33 min · 17 chapters
The Perfect Price of Oil (EP. 456)In this episode of the Animal Spirits Podcast, hosts Michael Batnick and Ben Carlson delve into various economic and market topics, primarily focusing on oil prices and their implications.18 Mar 2026 · 1 h 19 min · 44 chapters
Talk Your Book: After-Tax AlphaMichael Batnick and Ben Carlson16 Mar 2026 · 33 min · 17 chapters
Will AI Displace Financial Advisors? (EP. 455)In this episode of the Animal Spirits Podcast, hosts Michael Batnick and Ben Carlson delve into the implications of artificial intelligence (AI) on the financial advisory profession, explore the…11 Mar 2026 · 47 min · 17 chapters
Talk Your Book: What's Working in the Stock Market?In this episode of the Animal Spirits Podcast, hosts Michael Batnick and Ben Carlson are joined by Chris Galipeau from Franklin Templeton.9 Mar 2026 · 40 min · 18 chapters
A Wave of Redemptions (EP. 454)Michael Batnick and Ben Carlson4 Mar 2026 · 1 h 17 min · 38 chapters
Talk Your Book: The Bull Market in Real AssetsThe Bull Market in Real Assets2 Mar 2026 · 31 min · 19 chapters
Everyone Hates AI (EP. 453)Michael Batnick and Ben Carlson25 Feb 2026 · 1 h 18 min · 47 chapters
Talk Your Book: Investing in Next Gen Tech StocksIn this episode, hosts Michael Batnick and Ben Carlson are joined by Paul Schroeder from Invesco to discuss the Invesco NASDAQ Next Gen 100 ETF (ticker QQQJ), the recent broadening of market…23 Feb 2026 · 25 min · 14 chapters
Is AI a Mistake? (EP. 452)In episode 452 of the Animal Spirits Podcast, hosts Michael Batnick and Ben Carlson explore various topics surrounding artificial intelligence (AI), its implications on jobs, the stock market, and…18 Feb 2026 · 1 h 13 min · 41 chapters
Talk Your Book: Why Commodities Are WorkingGreg Sharenow, Managing Director and Portfolio Manager at PIMCO16 Feb 2026 · 34 min · 18 chapters
What Would You Do With $3 Million? (EP. 451)In this episode, hosts Michael Batnick and Ben Carlson discuss a variety of market trends, economic insights, and investment strategies against the backdrop of the evolving financial landscape.11 Feb 2026 · 1 h 18 min · 39 chapters
Talk Your Book: The 3 A's of the U.S. EconomyIn this episode, the hosts engage with Bill Mann to discuss significant factors influencing current market conditions, encapsulated in what Mann describes as the "3 A's" of the U.S.9 Feb 2026 · 36 min · 21 chapters
Gold's 1987 Moment (EP. 450)In this episode of the Animal Spirits Podcast, hosts Michael Batnick and Ben Carlson dive into various current market trends and events.4 Feb 2026 · 1 h 23 min · 43 chapters
Talk Your Book: Investing in a Concentrated Stock MarketIn this episode, the hosts engage Matthew Bartolini to discuss the implications of stock market concentration, specifically focusing on the S&P 493 versus the Magnificent 7 (Mag 7) stocks.2 Feb 2026 · 32 min · 13 chapters
Hi-Yo Silver! (EP. 449)Michael Batnick and Ben Carlson28 Jan 2026 · 1 h 12 min · 33 chapters
Talk You Book: How to Fix the Plumbing of the Financial SystemIn this episode of the Animal Spirits Podcast, hosts Michael Batnick and Ben Carlson are joined by Ryan Lovell from Chainlink.26 Jan 2026 · 31 min · 17 chapters
Small Caps Are Back (EP. 448)Michael Batnick and Ben Carlson21 Jan 2026 · 1 h 4 min · 30 chapters