Podcast Episodes
Back to SearchThe Holy Grail of Investing (EP.346)
On episode 346 of Animal Spirits, Michael Batnick and Ben Carlson discuss: concentration risk in the US stock market, economic dominance from the Uni…
2 years, 1 month ago
Talk Your Book: Investing in Infrastructure
On today's show, Ben Carlson and Michael Batnick are joined again by Bob Long, CEO of StepStone to discuss:
- What investments StepStone is making wit…
2 years, 1 month ago
Gen Z Is on Fire (EP.345)
On episode 345 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the types of people you see on every flight in America, why new highs in t…
2 years, 1 month ago
Talk Your Book: What's Going on in the Bond Market?
On this episode of Talk Your Book, Michael Batnick and Ben Carlson are joined by Alex Morris, CIO of F/m Investments to discuss: 2024 rate cut possib…
2 years, 1 month ago
New All-Time Highs! (EP.344)
On episode 344 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the average length of bull and bear markets, what's up with small cap stoc…
2 years, 2 months ago
Talk Your Book: Live at FARMCON
On this episode, Michael Batnick and Ben Carlson are live at FARMCON to discuss: the macro economy and inflation in 2023 and 2024, commodity trading …
2 years, 2 months ago
The Cash-Returning Machine (EP.343)
On episode 343 of Animal Spirits, Michael Batnick and Ben Carlson discuss: setting return expectations moving forward, US Large Cap stocks generating…
2 years, 2 months ago
Talk Your Book: Building Portfolios with AI
On this episode, Michael Batnick and Ben Carlson are joined again by Chris Shuba, Founder and CEO of Helios Quantitative Research to discuss: the exp…
2 years, 2 months ago
The Fee War Comes to Crypto (EP.342)
On episode 342 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the biggest winners and losers of 2023 in the markets, short-term vs. long…
2 years, 2 months ago
2024 Predictions (EP.341)
On today's show we discuss 2023 market performance, a bunch of 2024 predictions, our favorite historical stock market return series, the high quality…
2 years, 2 months ago