Content provided by The Compound. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Compound or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Player FM - Aplicație Podcast
Treceți offline cu aplicația Player FM !
Treceți offline cu aplicația Player FM !
Animal Spirits Podcast
Marcați toate (ne)redate ...
Manage series 1756614
Content provided by The Compound. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Compound or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
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/
…
continue reading
692 episoade
Marcați toate (ne)redate ...
Manage series 1756614
Content provided by The Compound. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Compound or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
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/
…
continue reading
692 episoade
Toate episoadele
×A
Animal Spirits Podcast
![Animal Spirits Podcast podcast artwork](https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/32.jpg 32w, https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/64.jpg 64w, https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/128.jpg 128w, https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/256.jpg 256w, https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/512.jpg 512w)
![Animal Spirits Podcast podcast artwork](/static/images/64pixel.png)
1 Is $1 Million a Lot of Money? (EP.399) 1:08:32
1:08:32
Redare mai Târziu
Redare mai Târziu
Liste
Like
Plăcut1:08:32![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
On episode 399 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the shrinking number of small businesses, the stock market chart of the decade, why excess capital investment in technology leads to booms/busts, the tech sector will lead to the next financial crisis, making the case for European stocks, baby boomers still rule the day, the relentless bid from 401k investors, timing the housing market, $1.2 million in credit card debt and much more. This episode is sponsored by ProShares and Fabric by Gerber Life. Explore the full range of ProShares ETFs at: https://www.proshares.com/ Join the thousands of parents who trust Fabric to protect their family. Apply today in just minutes at: https://meetfabric.com/spirits . Sign up for The Compound newsletter and never miss out: thecompoundnews.com/subscribe 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. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management , receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers . Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices…
A
Animal Spirits Podcast
![Animal Spirits Podcast podcast artwork](https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/32.jpg 32w, https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/64.jpg 64w, https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/128.jpg 128w, https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/256.jpg 256w, https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/512.jpg 512w)
![Animal Spirits Podcast podcast artwork](/static/images/64pixel.png)
1 Talk Your Book: How to Eliminate Negative Alpha 37:45
37:45
Redare mai Târziu
Redare mai Târziu
Liste
Like
Plăcut37:45![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Cole Wilcox, Founder and Chief Investment Officer of Longboard Asset Management to discuss if trend following still works for stocks, how to set the expectations for investors using trend following, positioning alts within a portfolio, 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 any feedback, questions, recommendations, or ideas for future topics of conversation. Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Past performance is not indicative of future results. The material discussed has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management , receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers . Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices…
A
Animal Spirits Podcast
![Animal Spirits Podcast podcast artwork](https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/32.jpg 32w, https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/64.jpg 64w, https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/128.jpg 128w, https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/256.jpg 256w, https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/512.jpg 512w)
![Animal Spirits Podcast podcast artwork](/static/images/64pixel.png)
1 The Dumbest Trade War (EP.398) 1:00:07
1:00:07
Redare mai Târziu
Redare mai Târziu
Liste
Like
Plăcut1:00:07![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
On episode 398 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the financial impact of tariffs, why AI could save the stock market, market return assumptions for the next decade, the Vanguard Effect, levered ETFs, AI Ben, crypto is not a tariff hedge, using Bitcoin instead of a 529 plan, the remodeling boom, peer pressure from friends to go skiing, and much more! This episode is sponsored by YCharts. Check out the Debunking Investing Myths Deck at: https://go.ycharts.com/debunking-investing-myths Sign up for The Compound newsletter and never miss out: thecompoundnews.com/subscribe 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. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management , receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers . Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices…
A
Animal Spirits Podcast
![Animal Spirits Podcast podcast artwork](https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/32.jpg 32w, https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/64.jpg 64w, https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/128.jpg 128w, https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/256.jpg 256w, https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/512.jpg 512w)
![Animal Spirits Podcast podcast artwork](/static/images/64pixel.png)
1 Talk Your Book: Bitcoin for Anyone 33:19
33:19
Redare mai Târziu
Redare mai Târziu
Liste
Like
Plăcut33:19![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Matt Kaufman, SVP, Head of ETFs at Calamos to discuss using downside protection for cash, understanding caps and buffers using Bitcoin, the Bitcoin options market coming online, how 24hr crypto trading affects the market, 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 any feedback, questions, recommendations, or ideas for future topics of conversation. Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Past performance is not indicative of future results. The material discussed has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management , receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers . Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices…
A
Animal Spirits Podcast
![Animal Spirits Podcast podcast artwork](https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/32.jpg 32w, https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/64.jpg 64w, https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/128.jpg 128w, https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/256.jpg 256w, https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/512.jpg 512w)
![Animal Spirits Podcast podcast artwork](/static/images/64pixel.png)
1 Your Budget Sucks (EP.397) 1:01:13
1:01:13
Redare mai Târziu
Redare mai Târziu
Liste
Like
Plăcut1:01:13![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
On episode 397 of Animal Spirits, Michael Batnick and Ben Carlson discuss: Future Proof Citywide in Miami, the DeepSeek rug pull on Nvidia, what this means for the Mag 7 stocks, the most beloved bear market of all-time, Howard Marks on why this isn't a bubble (yet), hedge fund fees, leveraged ETFs, the price of eggs, hiring a private chef, a young couple's monthly budget in Brooklyn and more! This episode is sponsored by Kraneshares. To learn more about the KraneShares CSI China Internet ETF, visit: https://kraneshares.com/KWEB Sign up for The Compound newsletter and never miss out: thecompoundnews.com/subscribe 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. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management , receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers . Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices…
A
Animal Spirits Podcast
![Animal Spirits Podcast podcast artwork](https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/32.jpg 32w, https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/64.jpg 64w, https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/128.jpg 128w, https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/256.jpg 256w, https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/512.jpg 512w)
![Animal Spirits Podcast podcast artwork](/static/images/64pixel.png)
1 Talk Your Book: The Private Credit Opportunity Set 31:19
31:19
Redare mai Târziu
Redare mai Târziu
Liste
Like
Plăcut31:19![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Kyle Brown, CEO, President, and CIO of Trinity Capital to discuss valuations in the VC market, what advisors should be asking about when investing in this space, issues with crowding within the private credit space, 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 any feedback, questions, recommendations, or ideas for future topics of conversation. Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Past performance is not indicative of future results. The material discussed has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management , receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers . Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices…
A
Animal Spirits Podcast
![Animal Spirits Podcast podcast artwork](https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/32.jpg 32w, https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/64.jpg 64w, https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/128.jpg 128w, https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/256.jpg 256w, https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/512.jpg 512w)
![Animal Spirits Podcast podcast artwork](/static/images/64pixel.png)
On episode 396 of Animal Spirits, Michael Batnick and Ben Carlson discuss: a memecoin from the President, what's next for the crypto industry, the golden age of financial fraud, recessions are becoming less prevalent, how much income it takes to be rich, the Sonos app crash, Wall Street thinks houses are overpriced, youth sports for Millennial parents, and much more! This episode is sponsored by Nasdaq. To learn more about the Nasdaq-100® Ecosystem, visit: https://www.nasdaq.com/solutions/global-indexes/nasdaq-100 Sign up for The Compound newsletter and never miss out: thecompoundnews.com/subscribe Subscribe to The Unlock newsletter: https://www.advisorunlock.com/subscribe 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. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management , receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers . Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices…
A
Animal Spirits Podcast
![Animal Spirits Podcast podcast artwork](https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/32.jpg 32w, https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/64.jpg 64w, https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/128.jpg 128w, https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/256.jpg 256w, https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/512.jpg 512w)
![Animal Spirits Podcast podcast artwork](/static/images/64pixel.png)
1 Talk Your Book: 3 Reasons to Buy Bonds 31:38
31:38
Redare mai Târziu
Redare mai Târziu
Liste
Like
Plăcut31:38![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Dave Braun, Managing Director and Generalist Portfolio Manager at PIMCO to discuss why rates have been moving higher, if the Fed will get us a soft landing, why mortgage bonds look attractive right now, the resiliency of the US consumer, 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 any feedback, questions, recommendations, or ideas for future topics of conversation. Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Past performance is not indicative of future results. The material discussed has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management , receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers . Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Investors should consider the investment objectives, risks, charges and expenses of the funds carefully before investing. This and other information are contained in the Fund’s prospectus and summary prospectus, which may be obtained by visiting pimco.com. Please read the prospectus and summary prospectus carefully before you invest. All investments contain risk and may lose value. PIMCO Investments LLC, distributor, is a company of PIMCO. Learn more about your ad choices. Visit megaphone.fm/adchoices…
A
Animal Spirits Podcast
![Animal Spirits Podcast podcast artwork](https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/32.jpg 32w, https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/64.jpg 64w, https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/128.jpg 128w, https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/256.jpg 256w, https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/512.jpg 512w)
![Animal Spirits Podcast podcast artwork](/static/images/64pixel.png)
1 A Key Market Signal (EP.395) 1:00:26
1:00:26
Redare mai Târziu
Redare mai Târziu
Liste
Like
Plăcut1:00:26![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
On episode 395 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the devastating fires in LA, why homes are the most important financial asset for the middle class, a roundtrip in stocks since the election, why rates are rising, nitpicking the economy, Howard Marks is on bubble watch, quantum computing stocks, the anti-social century, Jerry Springer, and much more. This episode is sponsored by YCharts and Fabric by Gerber Life. Get 20% off your initial YCharts Professional subscription when you start your free trial through Animal Spirits (new customers only). Sign up at: https://go.ycharts.com/animal-spirits Join the thousands of parents who trust Fabric to protect their family. Apply today in just minutes at https://meetfabric.com/spirits . Sign up for The Compound newsletter and never miss out: thecompoundnews.com/subscribe Subscribe to The Unlock newsletter: https://www.advisorunlock.com/subscribe 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. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management , receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers . Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices…
A
Animal Spirits Podcast
![Animal Spirits Podcast podcast artwork](https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/32.jpg 32w, https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/64.jpg 64w, https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/128.jpg 128w, https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/256.jpg 256w, https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/512.jpg 512w)
![Animal Spirits Podcast podcast artwork](/static/images/64pixel.png)
1 Talk Your Book: Moneyball Meets Private Equity 30:38
30:38
Redare mai Târziu
Redare mai Târziu
Liste
Like
Plăcut30:38![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Greg Bond , CEO of Man Numeric and Head of the Americas for the Man Group to discuss how the private equity portfolio is constructed, screening out poor quality businesses, what private equity companies look for in investments, data and analytics within sports, Greg's experience with the Red Sox, 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 any feedback, questions, recommendations, or ideas for future topics of conversation. Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Past performance is not indicative of future results. The material discussed has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management , receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers . Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices…
A
Animal Spirits Podcast
![Animal Spirits Podcast podcast artwork](https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/32.jpg 32w, https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/64.jpg 64w, https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/128.jpg 128w, https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/256.jpg 256w, https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/512.jpg 512w)
![Animal Spirits Podcast podcast artwork](/static/images/64pixel.png)
1 Predictions For 2025 (EP.394) 1:08:40
1:08:40
Redare mai Târziu
Redare mai Târziu
Liste
Like
Plăcut1:08:40![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
On episode 394 of Animal Spirits, Michael Batnick and Ben Carlson discuss: all sorts of predictions for the upcoming year, the AI bubble, the roaring 2020s of stock market returns, financial regrets at age 80, housing is the business cycle, when to sell big winner, the VC drop-off, what to do when you get super rich, 50 things a man should not know, and much more! Join the thousands of parents who trust Fabric to protect their family. Apply today in just minutes at https://meetfabric.com/spirits . Sign up for The Compound newsletter and never miss out: thecompoundnews.com/subscribe Subscribe to The Unlock newsletter: https://www.advisorunlock.com/subscribe 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. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management , receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers . Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices…
A
Animal Spirits Podcast
![Animal Spirits Podcast podcast artwork](https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/32.jpg 32w, https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/64.jpg 64w, https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/128.jpg 128w, https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/256.jpg 256w, https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/512.jpg 512w)
![Animal Spirits Podcast podcast artwork](/static/images/64pixel.png)
1 Talk Your Book: Direct to Consumer Venture Capital 41:39
41:39
Redare mai Târziu
Redare mai Târziu
Liste
Like
Plăcut41:39![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Elia Infascelli, Partner and CEO of The Cashmere Fund to discuss celebrities within VC, utilizing networks for private investments, how Cashmere was able to bring this to retail investors, how liquidity works for investors, portfolio structure with an evergreen fund, and much more! The Cashmere Fund disclosures: https://www.thecashmerefund.com/certain-risks-and-disclosures 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 Compound shop: https://www.idontshop.com Past performance is not indicative of future results. The material discussed has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management , receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers . Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices…
A
Animal Spirits Podcast
![Animal Spirits Podcast podcast artwork](https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/32.jpg 32w, https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/64.jpg 64w, https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/128.jpg 128w, https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/256.jpg 256w, https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/512.jpg 512w)
![Animal Spirits Podcast podcast artwork](/static/images/64pixel.png)
1 It Was a Very Good Year (EP.393) 59:02
59:02
Redare mai Târziu
Redare mai Târziu
Liste
Like
Plăcut59:02![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
On episode 393 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the year that was in the stock market, expectations for 2025 returns, the Steve Ballmer portfolio, record ETF flows, the new normal of speculation, rich retirees who won't spend their money, the new normal of 7% mortgage rates, eff you money vs. your job, speaker phones, travel budgets, and much more! This episode is sponsored by YCharts and Fabric by Gerber Life. Get 20% off your initial YCharts Professional subscription when you start your free trial through Animal Spirits (new customers only). Sign up at: https://go.ycharts.com/animal-spirits Join the thousands of parents who trust Fabric to protect their family. Apply today in just minutes at https://meetfabric.com/spirits . Sign up for The Compound newsletter and never miss out: thecompoundnews.com/subscribe Subscribe to The Unlock newsletter: https://www.advisorunlock.com/subscribe 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. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management , receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers . Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices…
A
Animal Spirits Podcast
![Animal Spirits Podcast podcast artwork](https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/32.jpg 32w, https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/64.jpg 64w, https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/128.jpg 128w, https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/256.jpg 256w, https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/512.jpg 512w)
![Animal Spirits Podcast podcast artwork](/static/images/64pixel.png)
1 Talk Your Book: Conviction in Growth Investing 29:14
29:14
Redare mai Târziu
Redare mai Târziu
Liste
Like
Plăcut29:14![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Charly Travers, Portfolio Manager at Motley Fool Asset Management to discuss how the Motley 100 Index is constructed, growth vs value investing, how Motley analysts approach stock picking, thoughts on S&P top 10 market cap turnover, 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 any feedback, questions, recommendations, or ideas for future topics of conversation. Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Past performance is not indicative of future results. The material discussed has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management , receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers . Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ For more information on Motley Fool Asset Management, visit https://fooletfs.com/charly-on-animal-spirits A prospectus and complete list of fund holdings can be found on The Motley Fool 100 Index ETF (TMFC) fund page here: https://fooletfs.com/our-funds/tmfc Learn more about your ad choices. Visit megaphone.fm/adchoices…
A
Animal Spirits Podcast
![Animal Spirits Podcast podcast artwork](https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/32.jpg 32w, https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/64.jpg 64w, https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/128.jpg 128w, https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/256.jpg 256w, https://cdn.player.fm/images/17905120/series/Q7aYahtNbmPqKSUo/512.jpg 512w)
![Animal Spirits Podcast podcast artwork](/static/images/64pixel.png)
1 Talk Your Book: The Economy is not the Stock Market with David Rosenberg 55:06
55:06
Redare mai Târziu
Redare mai Târziu
Liste
Like
Plăcut55:06![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by David Rosenberg, Founder and President of Rosenberg Research , to discuss David's macro track record, thoughts on where the economy is today, what Powell has gotten wrong, why the momentum trade has been working, David’s economic views for 2025, policy uncertainty moving forward, and 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 any feedback, questions, recommendations, or ideas for future topics of conversation. Past performance is not indicative of future results. The material discussed has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management , receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers . Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Important Disclosures from VanEck: https://www.vaneck.com/us/en/talk-your-book-vaneck-disclosures Learn more about your ad choices. Visit megaphone.fm/adchoices…
Bun venit la Player FM!
Player FM scanează web-ul pentru podcast-uri de înaltă calitate pentru a vă putea bucura acum. Este cea mai bună aplicație pentru podcast și funcționează pe Android, iPhone și pe web. Înscrieți-vă pentru a sincroniza abonamentele pe toate dispozitivele.