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The Compound ยท Investment

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/

Episodes

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Time to Get Bearish? (EP.401)

26 Feb 2025
52m
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This Animal Spirits podcast episode features Michael Batnick and Ben Carlson discussing current market trends and their perspectives on the economy. They analyze commentary from various economists and financial experts, noting signs of economic slowdown despite a relatively stable stock market. Specific examples incl...

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Talk Your Book: State of The Real Estate Market

24 Feb 2025
36m
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This Animal Spirits podcast episode focuses on the REIT (Real Estate Investment Trust) market, interviewing Paul Baiocchi, Chief ETF Strategist, and Nick Tannura, Portfolio Manager and Chief Investment Officer at GSI Capital. The discussion covers the impact of rising interest rates on REITs, the diversification withi...

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Life and Death (EP.400)

19 Feb 2025
56m
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Talk Your Book: A Short History of the Nasdaq 100

17 Feb 2025
30m
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Is $1 Million a Lot of Money? (EP.399)

12 Feb 2025
1h 8m
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Talk Your Book: How to Eliminate Negative Alpha

10 Feb 2025
37m
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The Dumbest Trade War (EP.398)

05 Feb 2025
1h 0m
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This Animal Spirits podcast episode centers on a discussion between Michael Batnick and Ben Carlson about recent market events and investing strategies. The hosts begin by addressing the potential impact of tariffs on the US economy, citing specific examples of affected goods and industries (e.g., 90% of fresh vegetab...

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Talk Your Book: Bitcoin for Anyone

03 Feb 2025
33m
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Your Budget Sucks (EP.397)

29 Jan 2025
1h 1m
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This co-hosted investing podcast, Animal Spirits, primarily discusses recent market events and their implications. The hosts begin by mentioning a new Chinese AI company, DeepSeek, and its potential impact on the tech sector, particularly NVIDIA and the "Mag 7" companies. They then transition to a discussion of market...

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Talk Your Book: The Private Credit Opportunity Set

27 Jan 2025
31m
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Trump Coin (EP.396)

22 Jan 2025
57m
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Talk Your Book: 3 Reasons to Buy Bonds

20 Jan 2025
31m
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A Key Market Signal (EP.395)

15 Jan 2025
1h 0m
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Talk Your Book: Moneyball Meets Private Equity

13 Jan 2025
30m
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Predictions For 2025 (EP.394)

08 Jan 2025
1h 8m
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In this episode of the Animal Spirits podcast, the hosts delve into the themes of life transitions, financial planning, and market predictions. They kick things off by exploring life insurance and estate planning before shifting gears to share their market forecasts for the year. Notably, they make a daring prediction ...

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Talk Your Book: Direct to Consumer Venture Capital

06 Jan 2025
41m
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It Was a Very Good Year (EP.373)

01 Jan 2025
59m
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Talk Your Book: Conviction in Growth Investing

30 Dec 2024
29m
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Talk Your Book: The Economy is not the Stock Market with David Rosenberg

29 Dec 2024
55m
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All In on US Stocks (EP.392)

25 Dec 2024
1h 3m
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