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PODCAST

Animal Spirits Podcast

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/

business investing

All Episodes

61:48

Is Financial Education Working? (EP.413)

Animal Spirits Podcast ·

2025/05/21

On episode 413 of Animal Spirits, ⁠⁠⁠Michael Batnick⁠⁠⁠ and ⁠⁠⁠Ben Carlson⁠⁠⁠ discuss: how retail became the smart money, why long-term investing caught on, where the money is coming from to buy the dips, chances of re-testing the lows, the Moody's downgrade, millionaires next door, takeout food culture, the broken housing market and much more!This episode is sponsored by Nuveen and YCharts. Invest like the future is watching. Visit: https://www.nuveen.com/future to learn more. Learn

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65:28

Winners and Losers From the Stock Market Rally (EP.412)

Animal Spirits Podcast ·

2025/05/14

On episode 412 of Animal Spirits, ⁠⁠Michael Batnick⁠⁠ and ⁠⁠Ben Carlson⁠⁠ discuss the China trade deal, retail was right, Wall Street was wrong, price vs. sentiment, markets saved us from a recession, record stock buybacks, 4-to-1 leverage and private equity in your 401k, Michael's real estate deals and more!This episode is sponsored by STF Management. Visit: https://stfm.com/ to learn more. Sign up for The Compound newsletter and never miss out: ⁠⁠thecompoundnews.com/subscribe⁠⁠ Find

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32:55

Talk Your Book: Will China Win the Trade War?

Animal Spirits Podcast ·

2025/05/12

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠Michael Batnick⁠⁠⁠ and ⁠⁠⁠Ben Carlson⁠⁠⁠ are joined by Brendan Ahern, CIO at KraneShares to discuss an update on China's economy, China real estate, the AI race with China, stock picking within China, consumerism outside the US, and much more!Find complete show notes on our blogs... Ben Carlson’s ⁠⁠⁠A Wealth of Common Sense⁠⁠⁠ Michael Batnick’s ⁠⁠⁠The Irrelevant Investor⁠⁠⁠ Feel free to shoot us an email at

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65:52

There Will Never Be Another Warren Buffett (EP.411)

Animal Spirits Podcast ·

2025/05/07

On episode 411 of Animal Spirits, ⁠Michael Batnick⁠ and ⁠Ben Carlson⁠ discuss Warren Buffett's legacy, no one can guess where the market is going, a 9 day win streak for stocks, Americans love to buy the dip, the next recession is going to be wild, Wall Street is very bearish, retail is bullish, Bitcoin didn't decouple yet, a housing market slowdown, the benefits of drinking and more. This episode is sponsored by YCharts and Fabric By Gerber Life get 20% off your initial YCharts

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38:02

Talk Your Book: The CLO Playbook

Animal Spirits Podcast ·

2025/05/05

On this episode of Animal Spirits: Talk Your Book, ⁠⁠Michael Batnick⁠⁠ and ⁠⁠Ben Carlson⁠⁠ are joined by Shiloh Bates, Partner and CIO of Flat Rock Global to discuss the relationship between income and volatility, how CLOs perform during recessions, what CLO equity is, what happens when loans default, characteristics to look at for CLO managers, and much more! Find complete show notes on our blogs... Ben Carlson’s ⁠⁠A Wealth of Common Sense⁠⁠ Michael Batnick’s ⁠⁠The Irrelevant Investor⁠⁠ Feel

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60:59

The Most Confusing Rally of All Time (EP.410)

Animal Spirits Podcast ·

2025/04/30

On episode 410 of Animal Spirits, Michael Batnick and Ben Carlson discuss: a wild month of stock market performance, bear market rallies, a shift in tariffs, Amazon fighting back, an update on earnings, thoughts on conferences, a new Netflix recommendation, and much more!This episode is sponsored by Innovator ETFs. Visit: ⁠http://innovatoretfs.com/⁠ to learn more. Sign up for The Compound newsletter and never miss out: thecompoundnews.com/subscribe Find complete show notes on our

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26:14

Talk Your Book: Equal Weight Investing

Animal Spirits Podcast ·

2025/04/28

On this episode of Animal Spirits: Talk Your Book, ⁠Michael Batnick⁠ and ⁠Ben Carlson⁠ are joined by Nick Kalivas, Head of Factor & Core Equity Product Strategy at Invesco to discuss the research behind equal weighting, concentration within the S&P 500, looking at flows during the selloff in 2025, factor performance, and much more! Find complete show notes on our blogs... Ben Carlson’s ⁠A Wealth of Common Sense⁠ Michael Batnick’s ⁠The Irrelevant Investor⁠ Feel free to shoot us an email at

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33:46

Talk Your Book: Derek Thompson Feels Like He's Taking...

Animal Spirits Podcast ·

2025/04/26

On this episode of Animal Spirits: Talk Your Book, ⁠Michael Batnick⁠ and ⁠Ben Carlson⁠ speak with Abundance author Derek Thompson about his new book, what it means in the current environment, why the supply chain is so important for consumers and what comes next in the trade war. This episode is sponsored by Betterment Advisor Solutions. Grow your RIA your way at: https://www.betterment.com/advisors Find complete show notes on our blogs: Ben Carlson’s ⁠A Wealth of Common Sense⁠ Michael

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62:53

So Bearish It's Bullish (EP.409)

Animal Spirits Podcast ·

2025/04/23

On episode 409 of Animal Spirits, Michael Batnick and Ben Carlson discuss: some 1929 and 1932 comparisons, the impact of tariffs on small businesses, supply chain problems are coming, putting the dollar's move into perspective, jumping into a recession, why a recession might feel worse than it actually is, the correction is still relatively mild, retail keeps buying the dip, Bitcoin is decoupling, $145,000 mud rooms and much more!This episode is sponsored by YCharts. Grab a copy of their new deck:

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45:48

Talk Your Book: Interest Rates Go Kablooey

Animal Spirits Podcast ·

2025/04/21

On this two-part episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson speak with Jason Greenblath of American Century Investments about short duration fixed income, remaining active during recessions, inflationary spikes and fixed income. Then, at the 21:30 mark, the guys speak with Christian Hoffmann of Thornburg Investment Management to discuss opportunities in global credit markets, recession risk, heightened volatility, the Fed and inflation, and much more!Find complete

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59:35

Talk Your Book: How Not To Invest Like Buffett

Animal Spirits Podcast ·

2025/04/19

On this special two-part episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson speak with Barry Ritholtz to discuss his new book, How Not To Invest. Barry is the co-founder and Chief Investment Officer of Ritholtz Wealth Management, as well as the host of the popular Bloomberg podcast Masters in Business.Then at the 30:00 mark, the guys talk with Alex Morris to discuss his new book, Buffett and Munger Unscripted. Alex is the founder of The Science of Hitting Investment

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63:57

The Dollar Dump (EP.408)

Animal Spirits Podcast ·

2025/04/16

On episode 408 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the tariff tantrum, why a falling dollar matters, yields are rising, betting markets on recession predictions, sentiment is falling off a cliff, buying stocks when they're down 15%, the unintended consequences of Trump's trade policies, panic in the stock market, when you should sell some stocks and much more. This episode is sponsored by NEOS Investments and Fabric by Gerber Life. Learn more about NEOS Investments and

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38:54

Talk Your Book: Elevator Growth in Mid Caps

Animal Spirits Podcast ·

2025/04/14

On this episode of Animal Spirits: Talk Your Book, Michael Batnick, CFA and Ben Carlson, CFA are joined by Matt Bartolini, CFA, CAIA, Managing Director at State Street Global Advisors and Head of SPDR Americas Research Team to discuss sector exposures in mid caps, why having a profitability screen is crucial, how mid caps are affected by policy uncertainty, an update on ETF flows in 2025, and much more!Our blogs: Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Feel

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72:58

The Stock Market Crashed. Now What? (EP.407)

Animal Spirits Podcast ·

2025/04/09

On episode 407 of Animal Spirits, Michael Batnick and Ben Carlson discuss the chaos surrounding tariffs, Dan Ives getting cautious, possible affects on the economy, fake headlines moving markets, cabanas are getting out of control, the White Lotus finale, and much more!This episode is sponsored by Betterment Advisor solutions and Morningtstar Investment Conference. Grow your RIA your way at: betterment.com/advisors Don't miss Animal Spirits at the Morningstar Investment Conference in Chicago

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30:16

Talk Your Book: International Stocks, So Hot Right Now

Animal Spirits Podcast ·

2025/04/07

On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Rahul Sharma, Portfolio Manager and Executive Director at Schafer Cullen to discuss the catalyst for recent international outperformance, what policies have led to international performance, avoiding/concentrating into different countries, how the US Dollar affects international investments, and much more! Learn more at: https://www.cullenfunds.com/Find complete show notes on our blogs... Ben Carlson’s

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61:03

Ben's Bearish (EP.406)

Animal Spirits Podcast ·

2025/04/02

On episode 406 of Animal Spirits, Michael Batnick and Ben Carlson discuss: auto tariffs, binary outcomes on Liberation Day, rising uncertainty, why household debt is going to rise, the Mag 7 bear market, the pros and cons of buffered ETFs, the bottom 50%, PE in 401(k) plans, a diverging housing market and more. This episode is sponsored by YCharts. Register for the YCharts x Nick Maggiulli webinar here: https://ycharts.zoom.us/webinar/register/6017424930774/WN_pt05FhS_SW2Q0dbtqFi8Bg Sign up for

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36:15

Talk Your Book: Floating Rate Income

Animal Spirits Podcast ·

2025/03/31

On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Fran Rodilosso, Head of Fixed Income ETF Portfolio Management and Bill Sokol, VP and Director of Product Management to discuss what a CLO is, how the portfolio is constructed, the possible risks with CLOs, why spreads have remained so low in 2025, performance during recessions, and much more! Learn more at: https://www.vaneck.com/us/en/investments/clo-etf-cloi/overview/Find complete show notes on our

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67:57

Did Trump Blink? (EP. 405)

Animal Spirits Podcast ·

2025/03/26

On episode 405 of Animal Spirits, Michael Batnick and Ben Carlson discuss: how to become indispensable at work, the stock market comeback, the wealth effect, international stock outperformance, who owns the US stock market, 100 baggers, the Jerome Powell rally, watch what consumers do not what they say, how the GFC messed up the housing market, the shrinking middle class, Severance and more.This episode is sponsored by Kraneshares and Fabric by Gerber Life. Explore the KraneShares China &

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31:41

Talk Your Book: A Better Money Market Fund

Animal Spirits Podcast ·

2025/03/24

On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Alex Morris, CEO and Mark Spindel, Senior Advisor for F/m Investments to discuss how TIPS work, why it was so hard to hedge inflation in 2022, difficulties around inflation-protected investing, and much more!Find complete show notes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Feel free to shoot us an email at animalspirits@thecompoundnews.com with

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39:56

Talk Your Book: How to be a Supercommunicator with...

Animal Spirits Podcast ·

2025/03/22

On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by author Charles Duhigg to talk about his book, Supercommunicators.Find complete show notes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Feel free to shoot us an email at animalspirits@thecompoundnews.com with any feedback, questions, recommendations, or ideas for future topics of conversation. Check out the latest in financial blogger fashion at The

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737 results

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