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 And Ben Carlson Podcasts
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Talk Your Book: Investing in Real Estate Credit
33:41
33:41
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33:41
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Charlie Rose from Invesco to discuss: investing in private real estate, credit in real estate as an asset class, the different types …
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The Age of Discontentment (EP. 441)
1:12:02
1:12:02
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1:12:02
On episode 441 of Animal Spirits, Michael Batnick and Ben Carlson discuss why boring plain vanilla portfolios are hard to beat, predicting the 2026 stock market, Robinhood is Netflix, teens investing in stocks, all-time highs in rich people, the case against an AI crash, th…
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On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Troy Cates, Co-Founder, Managing Partner at NEOS Investments to discuss: options-based income ETFs, why investors love yield so much, how…
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Talk Your Book: The State of the Housing Market
29:59
29:59
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29:59
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Logan Mohtashami to talk about first-time homebuyers, how to fix the housing market, housing myths, how often housing prices fall and muc…
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Wait, Are We in a Recession??? (EP. 440)
1:04:59
1:04:59
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1:04:59
On episode 440 of Animal Spirits, Michael Batnick and Ben Carlson discuss stocks moving on no news, reasons today's market is not like the 90s, the Fed needs to cut, Google's breakout, thoughts on Disney, Cembalest's favorite movies, and much more. This episode is sponsored…
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Talk Your Book: Staking Your Crypto For Yield
29:06
29:06
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29:06
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Krista Lynch, Senior Vice President, ETF Capital Markets at Grayscale to discuss: the crypto ETF landscape, how staking works, what's coming …
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On episode 439 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the Degen Dow pain trade, the lack of euphoria, AI skepticism, long bear markets, Michael Burry's crash calls, the great stuff transfer, the Bitcoin crash, first-time homebuyers, Blue Owl and much mo…
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Talk Your Book: Will the Bubble Get Bigger?
38:40
38:40
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38:40
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Michael Arone, Chief Investment Strategist and Managing Director at State Street Investment Management to discuss: government spending, bailo…
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On this episode of Animal Spirits, Michael Batnick and Ben Carlson keynote the financial planning association’s annual event. Find complete show notes on our blogs... Ben Carlson’s A Wealth of Common Sense…
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Is a 50 Year Mortgage a Good Idea? (EP. 438)
1:10:38
1:10:38
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1:10:38
On episode 438 of Animal Spirits, Michael Batnick and Ben Carlson discuss the problem with the K-shaped economy narrative, are young people screwed, the benefits of bubbles, the rate cutting cycle, OpenAI, Las Vegas, how to fix the housing market, restaurant stocks are getting …
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Talk Your Book: Public & Private Opportunities in AI
34:40
34:40
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34:40
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Jonathan Shelon, Chief Operating Officer at KraneShares to discuss: the AI opportunity set, how to invest in private companies in an ETF, the dif…
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Talk Your Book: The Two Biggest Stories of the Year: AI & Tariffs
30:44
30:44
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30:44
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Ara Kharazian, Economist at Ramp to discuss: how companies run their finances, trends in artificial intelligence usage and why tariffs are so confusi…
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Never Go All in on Stocks (EP. 437)
1:14:27
1:14:27
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1:14:27
On episode 437 of Animal Spirits, Michael Batnick and Ben Carlson discuss bad breadth, a historical melt-up in tech stocks, the case against an AI bubble, sequence of return risk, the economy that's better for parents than their grown-up kids, demographic warfare, why tariffs are s…
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Talk Your Book: Emerging Markets Are Back
33:02
33:02
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33:02
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Rahul Sharma, Portfolio Manager at Schafer Cullen Capital Management to discuss: China, the falling dollar, why emerging markets are outperforming an…
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On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Doug and Heather Boneparth to talk about their new book, Money Together. This episode is brought to you by VanEck. Learn more about the VanEck Rare Earth…
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Never Pay Off Your Mortgage (EP. 436)
1:14:57
1:14:57
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1:14:57
On episode 436 of Animal Spirits, Michael Batnick and Ben Carlson discuss how behavior drives bull markets, how many companies outperform the S&P 500, bubble predictions, 5x ETFs, $20 lunches, surviving the AI capex boom, we need lower housing prices, why private credit is an easy sale…
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Talk Your Book: JP Morgan's Long-Term Capital Market Assumptions
40:30
40:30
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40:30
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Gabby Santos, Chief Market Strategist for the Americas at JP Morgan to discuss the 30th annual edition of the firm's capital market assumptions report th…
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Talk Your Book: How to Spend With Morgan Housel
40:18
40:18
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40:18
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Morgan Housel, author of “The Art of Spending Money,” to discuss: Lambos, tipping, travel, spending your money with a purpose and his new book. This episode …
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On episode 435 of Animal Spirits, Michael Batnick and Ben Carlson discuss AI bubble indicators, what Jesse Livermore would think about this market, the pros and cons of owning gold, chart crimes, why the financial media is so negative, 5x leveraged ETFs, heavily shorted stocks are outp…
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Talk Your Book: Value + Momentum: The Best of Both Factors
29:14
29:14
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29:14
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Lance Humphrey, head of portfolio management with the VictoryShares and Solutions team at Victory Capital to discuss: the firm's VictoryShares Value Momentum sui…
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Talk Your Book: Investing in Start-Up Equity
37:37
37:37
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37:37
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Dave Thornton from Vested to discuss: abandoned start-up shares, diversification in venture capital, helping start-up employees and the complications involved with exerc…
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On episode 434 of Animal Spirits, Michael Batnick and Ben Carlson discuss why it's so difficult to call the top, why earnings matter so much, we were due for a correction, valuations aren't that crazy, good news for low income Americans, how the housing market is impacting the stock ma…
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Talk Your Book: How Infrastructure Funds Work
31:43
31:43
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31:43
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Scott Litman, Managing Director and Portfolio Manager at GCM Grosvenor to discuss: investing in data centers, airports, other types of infrastructure assets, and mor…
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On episode 433 of Animal Spirits, Michael Batnick and Ben Carlson discuss the melt-up phase of the AI boom, there is a bubble in bubble predictions, no one is going to call the top, hyperscalers vs. the labor market, international stocks are outperforming, Taylor Swift, junk stocks, th…
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Talk Your Book: Investing in Public and Private Credit
35:05
35:05
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35:05
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Jason Duko, Executive Vice President and Portfolio Manager at PIMCO to discuss: PIMCO's outlook on the fixed income markets, their best ideas, how to think about the 60/…
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