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/
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Michael Batnick Podcasts
Join Downtown Josh Brown, Michael Batnick, and a rotation of their friends every Tuesday and Friday for expert insight and hot takes on the latest in business and investing. See our disclosures here - https://ritholtzwealth.com/podcast-youtube-disclosures/
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Every day, Jason Calacanis and Molly Wood cover startups, technology, markets, media, crypto, and the all the hottest topics in business and tech. They also interview the world’s greatest founders, operators, investors and innovators.
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Every day, Jason Calacanis and Molly Wood cover startups, technology, markets, media, crypto, and the all the hottest topics in business and tech. They also interview the world’s greatest founders, operators, investors and innovators.
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The next generation of investors, entrepreneurs, and creators has arrived. Join your host, Ben Phillips, as he interviews successful investors, CEO's, author's, and seasoned professionals who are inspiring Generation-Z to change the world. Ben also interviews 'Zoomers' who are laying the groundwork for our future by creating businesses, products, and services, that are revolutionizing the way we live and work. Take this incredible opportunity to hear the stories behind how each guest became ...
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On episode 431 of Animal Spirits, Michael Batnick and Ben Carlson discuss bubble behavior from tech CEOs, the AI inflection point, S&P 10,000, panic selling, $7.7 trillion in money markets, the two-speed economy, most IPOs are terrible investments, how to bring down mortgage rates, the dem…
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Is It Too Good? AI Capex Explodes Higher, Pre-Revenue Stock Boom, Will Falling Mortgage Rates Save Us With Telis Demos (WSJ)
1:47:13
1:47:13
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1:47:13
On this TCAF Tuesday, Josh Brown welcomes Telis Demos, writer for Heard on the Street and co-host of The Wall Street Journal’s Take on the Week podcast to discuss: mortgage rates falling, the TikTok deal, record margin debt, JPMorgan credit card spending, the new threat facing active fund managers, Private market investments coming into 401(k)’s, a…
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Talk Your Book: Making Money When Stocks Are Up or Down
31:33
31:33
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31:33
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Graham Day, EVP and CIO of Innovator Capital Management to discuss: what the Dual Direction ETF is, how the portfolio is constructed, different outcomes with this product, the t…
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On episode 209 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Tom Sosnoff to discuss: what it takes to become a trader, how Tom got into the business, his experience selling thinkorswim to TD-Ameritrade, Chicago vs NYC, and much more! This episode is sponsored by Neuberger…
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How Many People Make $100,000? (EP. 430)
1:20:37
1:20:37
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1:20:37
On episode 430 of Animal Spirits, Michael Batnick and Ben Carlson discuss Future Proof, 1990s nostalgia, Oasis, why the stock market doesn't care about the labor market, the top 10% is powering the economy, Google vs. ChatGPT, gold vs. AI, IPOs vs. small caps, Americans are richer than you thi…
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Stocks After a Rate Cut With Nick Colas, the End of Quarterly Earnings Reports, Strategy Denied S&P Inclusion
1:54:07
1:54:07
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1:54:07
On this TCAF Tuesday, Josh Brown is joined by Nick Colas of DataTrek Research to discuss: the size of the next rate cut, the history of S&P multiples, Microsoft in 1999 vs today, outperforming sectors of the market, and much more! Then at 44:35, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael…
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Talk Your Book: Investing in Private Credit ETFs and All-Time Highs
44:48
44:48
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44:48
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Wes Crill, Senior Client Solutions Director & VP at Dimensional Fund Advisors to explore strategies for investing at all-time highs. Then, at 18:18, they are joined by Tony Kell…
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$1.5 Trillion Money Manager Jenny Johnson Speaks Out
44:39
44:39
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44:39
On episode 208 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are at Future Proof Festival with special guest Jenny Johnson, President and Chief Executive Officer of Franklin Templeton to discuss: secrets to a successful career in finance, the rise of alternative investments in the w…
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On episode 429 of Animal Spirits, Michael Batnick and Ben Carlson reflect on Ritholtz Wealth Management’s evolution from a startup to a mature firm, sharing lessons on client fit, the role of content in business development, and the growth mindset that shaped their culture. Learn more about Sprott…
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Talk Your Book: How Custom Indexing Works
32:40
32:40
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32:40
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Ehren J. Stanhope, CFA, Principal, Chief Investment Strategist at Canvas Custom Indexing to discuss: the evolution of investment products, why 2019 changed everything, how financial…
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The Truth Behind Private Equity’s Megaboom
1:16:10
1:16:10
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1:16:10
On episode 207 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Michael Sidgmore, Partner and Co-Founder of Broadhaven Ventures to discuss: the evolution of private markets, evergreen funds, the T. Rowe Price/Goldman deal, and much more! This episode is sponsored by WisdomTre…
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A National Housing Emergency (EP. 428)
1:07:31
1:07:31
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1:07:31
On episode 428 of Animal Spirits, Michael Batnick and Ben Carlson discuss rich people everywhere, why this isn't like the dot-com bubble, the markets don't care about bad vibes, junk bonds are on a tear, there are more ETFs than stocks, Reddit loss porn, American exceptionalism, what would actuall…
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Google Pops, Belief in the American Dream Drops, Regional Bank Stocks Rally Ahead of Rate Cuts
1:05:45
1:05:45
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1:05:45
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael Batnick! This episode is sponsored by MSCI and Rocket Money. To learn more about MSCI, visit https://info.msci.com/chrt-i4w-pdcst Cancel your unwanted subscriptions and reach your financial goals faster with Rocket Money.…
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Talk Your Book: How to Invest in Commodities
35:30
35:30
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35:30
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Don Casturo, CIO at Quantix Commodities LP and Kristof Gleich, President & CIO at Harbor Capital to discuss: how to invest more thoughtfully in a broad basket of commodities, how invest…
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On episode 206 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jan Van Eck to discuss: Nvidia earnings, AI replacing jobs, future energy demands, why the national debt matters, the case for gold, private equity returns, and much more! This episode is sponsored by Public and Vang…
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State of the American Investor (EP. 427)
1:03:31
1:03:31
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1:03:31
On episode 427 of Animal Spirits, Michael Batnick and Ben Carlson discuss what happens to the stock market after Fed rate cuts, is this 1996 or 1999, why value stocks need a recession, investors love options, how people invested before the Internet, why we need a correction and much more. This episode…
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Wilfred Frost Comes By, Margin Debt Tops $1 Trillion, Nvidia Earnings Preview
1:33:39
1:33:39
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1:33:39
On this TCAF Tuesday, Josh Brown welcomes CNBC host Wilfred Frost for a look at the success of US stocks vs the UK’s market and what made Wilfred’s dad David Frost one of the most important TV journalists of the 20th Century. Then at 37:30, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael Batnick…
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Talk Your Book: Creating Monthly Income From Your Portfolio
27:27
27:27
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27:27
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by John Burrello, Senior Portfolio Manager at Invesco to discuss: their Income Advantage suite of ETFs, how options work, the risks involved in big payouts and more. Find complete show notes o…
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On episode 205 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Tom Lee to discuss: V-shaped recoveries, the AI driven economy, a stock-picker's market, Jackson Hole, the case for Ethereum, Tom's Granny Shots, and much more! This episode is sponsored by Neuberger Berman and Apex …
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On episode 426 of Animal Spirits, Michael Batnick and Ben Carlson discuss why the stock market is getting boring, S&P 493 vs. the Mag 7, are small caps dead, it's tough being a contrarian, healthcare stocks are cheap, the K-shaped food industry, the tariff impact is coming, renting vs. buying, million dol…
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Coinbase Is the Godfather, the Return of Cathie Wood, Neil Dutta on Jackson Hole
1:49:20
1:49:20
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1:49:20
On this TCAF Tuesday, Josh and Michael sit down with Coinbase Chief Financial Officer, Alesia Haas, and Chief Legal Officer, Paul Grewal, to dive into what’s next for the world’s largest digital asset exchange. Then at 45:23, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael Batnick! This epi…
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On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Craig Bewick, Head of Retail Education for the CME Group to discuss: how futures contracts work, why retail investors are becoming a bigger part of the futures market and more. Find complete sh…
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Does the Stock Market Know Something We Don’t?
1:11:56
1:11:56
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1:11:56
On episode 204 of The Compound and Friends, Michael Batnick is joined by Shannon Saccocia and Todd Sohn to discuss: the market narrative, the AI economy, ARK's big run, Circle's round trip, M&A, the labor market, and much more! This episode is sponsored by Grayscale and Apex Fintech Solutions. Find out more about Grayscale by visi…
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Measuring the Wealth Effect (EP. 425)
1:03:52
1:03:52
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1:03:52
On episode 425 of Animal Spirits, Michael Batnick and Ben Carlson discuss 1990s nostalgia, the growing importance of the stock market on the economy, the Nifty Fifty vs. the Mag 7, buying Nike as a falling knife, the K-shaped economy, flying private, Tom Lee likes ETH, the 50/30/20 rule and more. This epi…
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On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael Batnick! This episode is sponsored by F/m Investments/ To learn more about F/m Compoundr series and their additional ETF Easy products visit us at https://www.fminvest.com/etfs/f-m-compoundr-series/ Sign up for The C…
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