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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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The Best Performing Stocks of 2025 (EP. 445)

31 Dec 2025
56m
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Michael and Ben kick off the podcast discussing their family holiday activities, including trips to Disney and bowling. They transition to discussing investing lessons, the performance of silver and gold, and the best and worst performing stocks in the S&P 500. They explore the potential of AI, electricity consumption ...

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Talk Your Book: Teucrium's Sal Gilbertie on Commodities & Crypto

29 Dec 2025
31m
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The Biggest Risk in 2026 (EP. 444)

24 Dec 2025
1h 6m
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Talk Your Book: A Tactical Strategy That Actually Works

22 Dec 2025
33m
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All-Time Highs Should Feel Better Than This

17 Dec 2025
1h 18m
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Michael and Ben discuss the shifting market narratives of 2025, from deregulation hopes to AI anxieties, noting the surprising resilience of the stock market despite struggles in big tech. They highlight the outperformance of European financials and international stocks, and debate whether the current market conditions...

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Title: Talk Your Book: The Anti-AI Portfolio

15 Dec 2025
37m
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Netflix vs. Paramount (EP. 442)

10 Dec 2025
1h 8m
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Talk Your Book: Investing in Real Estate Credit

08 Dec 2025
33m
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The Age of Discontentment (EP. 441)

03 Dec 2025
1h 12m
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In this episode of Animal Spirits, Michael and Ben discuss the current state of the stock market, including the recent correction and the performance of plain vanilla investments. They analyze Wall Street strategists' price targets for the coming year and debate whether all financial assets can be overvalued simultaneo...

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Talk Your Book: The Psychology of Income

01 Dec 2025
24m
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In this episode of Animal Spirits' "Talk Your Book," Michael Batnick and Ben Carlson interview Troy Cates, co-founder and managing partner of Nios Investments, about option-based income ETFs. They discuss how Nios differentiates itself in a competitive market by focusing on core asset allocations like the NASDAQ 100 an...

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Talk Your Book: The State of the Housing Market

29 Nov 2025
29m
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Wait, Are We in a Recession??? (EP. 440)

26 Nov 2025
1h 4m
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Talk Your Book: Staking Your Crypto For Yield

24 Nov 2025
29m
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Is the AI Trade Over? (EP. 439)

19 Nov 2025
1h 13m
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Talk Your Book: The Bubble Will Get Bigger

17 Nov 2025
38m
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Animal Spirits Take Las Vegas

15 Nov 2025
46m
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Is a 50 Year Mortgage a Good Idea? (EP. 438)

12 Nov 2025
1h 10m
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Talk Your Book: Public & Private Opportunities in AI

10 Nov 2025
34m
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Talk Your Book: The Two Biggest Stories of the Year: AI & Tariffs

08 Nov 2025
30m
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Never Go All in on Stocks (EP. 437)

05 Nov 2025
1h 14m
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