Animal Spirits Podcast

Talk Your Book: After-Tax Alpha

Will AI Displace Financial Advisors? (EP. 455)

Talk Your Book: What's Working in the Stock Market?

A Wave of Redemptions (EP. 454)

The podcast explores the market's reaction to geopolitical events, particularly Operation Epic Fury, and questions whether investors are becoming too complacent. It highlights the unusual market behavior where interest rates spiked amid risk-off news, driven by concerns of a supply shock and rising inflation. The conve...

Talk Your Book: The Bull Market in Real Assets

The podcast explores the concept of real assets and their potential in a changing world, featuring David Schassler, Head of Multi-Asset Solutions at VanEck, who discusses the VanEck Real Assets ETF (RAAX). Schassler argues that real assets, including commodities, gold, and income-generating assets, are poised for growt...

Everyone Hates AI (EP. 453)

Talk Your Book: Investing in Next Gen Tech Stocks

Is AI a Mistake? (EP. 452)

Talk Your Book: Why Commodities Are Working

What Would You Do With $3 Million? (EP. 451)

Talk Your Book: The 3 A's of the U.S. Economy

Gold's 1987 Moment (EP. 450)

Talk Your Book: Investing in a Concentrated Stock Market

Hi-Yo Silver! (EP. 449)

The podcast episode examines current market trends, investment strategies, and economic indicators. It questions the relevance of the Buffett indicator, noting that household assets have kept pace with government debt. Diversification is highlighted as a successful strategy, with value stocks, small caps, and emerging ...

Talk You Book: How to Fix the Plumbing of the Financial System

Small Caps Are Back (EP. 448)

Talk Your Book: Structured Notes in an ETF

Is the Stock Market Invincible? (EP. 447)

Talk Your Book: The Bull Case for China With Brendan Ahern

Tax the Billionaires (EP. 446)