Podcast Episodes
Back to SearchTalk Your Book: Trend Following with Eric Crittenden
On today's show, Ben Carlson and Michael Batnick spoke with Eric Crittenden, CIO of Standpoint Asset Management to discuss adjusting for bias within …
1 year, 8 months ago
Buying a House at the Top of the Market (EP.368)
On episode 368 of Animal Spirits, Michael Batnick and Ben Carlson discuss: why the stock market never really changes, why this is the hardest it's ev…
1 year, 8 months ago
Talk Your Book: Public and Private Market Credit Opportunities
On today's show, Ben Carlson and Michael Batnick are joined by Ben Santonelli, Lead Portfolio Manager of Polen Capital's Credit Opportunities Strateg…
1 year, 8 months ago
Talk Your Book: Why We Don't Build Enough Houses
On today's show, Ben Carlson and Michael Batnick are joined by Coby Lefkowitz, Partner at Backyard to discuss why homebuilding has slowed, why buildi…
1 year, 8 months ago
Living Paycheck-to-Paycheck (EP.367)
On episode 367 of Animal Spirits, Michael Batnick and Ben Carlson discuss: U.S. domination of the world stock market, how credit spreads work, how th…
1 year, 8 months ago
Talk Your Book: Income Outcome Investing
On today's show, Ben Carlson and Michael Batnick are joined by Hamilton Reiner, Managing Director, Portfolio Manager, and Head of US Equity Derivativ…
1 year, 8 months ago
Who Owns the Stock Market? (EP.366)
On episode 366 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the biggest difference between bull and bear markets, cyclical vs. secular…
1 year, 8 months ago
Talk Your Book: Growth Stock Concentration
On today's show, Ben Carlson and Michael Batnick are live from Charleston, joined by Kathleen McCarragher, a Portfolio Manager for Jennison Associate…
1 year, 8 months ago
The Fed Needs to Cut (EP.365)
On episode 365 of Animal Spirits, Michael Batnick and Ben Carlson discuss: why it's finally time for the Fed to cut rates, when valuations will matte…
1 year, 9 months ago
Talk Your Book: A $20 Trillion Dollar Market Opportunity
On today's show, we are joined again by Bob Long, CEO of StepStone Private Wealth to discuss the basics of private credit, how the Dodd-Frank Act aff…
1 year, 9 months ago