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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 - ritholtzwealth.com/podcast-youtube-disclosures
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Why Baby Boomers Have All the Money (EP. 488)
On episode 488, Michael Batnick (https://www.theirrelevantinvestor.com/) and Ben Carlson (https://awealthofcommonsense.com/) discuss: the bull market in earnings, the bear case for AI, defining the AI bubble, the 1
Talk Your Book: Beyond Bonds in Retirement
On this episode of Animal Spirits: Talk Your Book, Michael Batnick (https://theirrelevantinvestor.com/) an
Talk Your Book: Investing in Single Stock Futures
On this episode of Animal Spirits: Talk Your Book, Michael Batnick (https://theirrelevantinvestor.com/)
It's a Bloodbath (EP. 487)
On episode 487, Michael Batnick (https://www.theirrelevantinvestor.com/) and Ben Carlson (https://awealthofcommonsense.com/) discuss: AI debt concerns, Coreweave's Rocky IV moment, the 2020s appetite for risk, the
Talk Your Book: The Case for Value and Momentum
On this episode of Animal Spirits: Talk Your Book, Michael Batnick (https://theirrelevantinvestor.com/) an
Are Higher Rates Worse Than ZIRP? (EP. 486)
On episode 486, Michael Batnick (https://www.theirrelevantinvestor.com/) and Ben Carlson (https://awealthofcommonsense.com/) discuss: stock market concentration worries, how to hedge AI market risk, maxing out your 401
Talk Your Book: Will AI Debt Cause a Recession?
On this episode of Animal Spirits: Talk Your Book, Michael Batnick (https://theirrelevantinvestor.com/) and
Sudden Wealth Syndrome (EP. 485)
On episode 485, Michael Batnick (https://www.theirrelevantinvestor.com/) and Ben Carlson (https://awealthofcommonsense.com/) discuss: what can stop the hyperscalers from spending, why the stock market is neat all-time high
Talk Your Book: How Higher Rates Are Re-Shaping Commercial Real Estate
On this episode of Animal Spirits: Talk Your Book, Michael Batnick (https://theirrelevantinvestor.com/) and
Will Higher Rates Kill the Stock Market? (EP. 484)
On episode 484, Michael Batnick (https://www.theirrelevantinvestor.com/) and Ben Carlson (https://awealthofcommonsense.com/) discuss: the stock market has an excuse to sell off, valuations are falling across the board, t
Talk Your Book: The Next Generation of Income Strategies
On this episode of Animal Spirits: Talk Your Book, Michael Batnick (https://theirrelevantinvestor.com/) and
The Wobbly House of Cards (EP. 483)
On episode 483, Michael Batnick (https://www.theirrelevantinvestor.com/) and Ben Carlson (https://awealthofcommonsense.com/) discuss: the interconnected hyperscalers, AI's risk to the economy, the chart of the year, Nvidia's
Talk Your Book: Price Is the Ultimate Factor
On this episode of Animal Spirits: Talk Your Book, Michael Batnick (https://theirrelevantinvestor.com/) and
How to Talk To Your Clients About Ray Dalio (EP. 482)
On episode 482, Michael Batnick (https://www.theirrelevantinvestor.com/) and Ben Carlson (https://awealthofcommonsense.com/) discuss: AI human extinction fears, the biggest AI risks, why things go viral, why the stock market is
Talk Your Book: Why Aren't There More IPOs?
On this episode of Animal Spirits: Talk Your Book, Michael Batnick (https://theirrelevantinvestor.com/) and
Everywhere Millionaires (EP. 481)
On episode 481, Michael Batnick (https://www.theirrelevantinvestor.com/) and Ben Carlson (https://awealthofcommonsense.com/) discuss: how bull market gains have changed the markets, AI is crowding everything else out, when the n
Talk Your Book: AI Winners & Losers
On this episode of Animal Spirits: Talk Your Book, Michael Batnick (https://theirrelevantinvestor.com/) and
The Next Michael Burry (EP. 480)
On episode 480, Michael Batnick (https://www.theirrelevantinvestor.com/) and Ben Carlson (https://awealthofcommonsense.com/) discuss: the AI debt binge, no recessions for the rest of the 2020s, Kevin Warsh thoughts on the economy, t
Talk Your Book: Cash Was Easy… Now What?
On this episode of Animal Spirits: Talk Your Book, Michael Batnick (https://theirrelevantinvestor.com/) and
Are Free Markets Dead? (EP. 479)
On episode 479, Michael Batnick (https://www.theirrelevantinvestor.com/) and Ben Carlson (https://awealthofcommonsense.com/) discuss: the Treasury bond buybacks, Stanley Druckenmiller's op-ed, the real government debt risk, the most
Talk Your Book: The Alternative to Alternatives
On this episode of Animal Spirits: Talk Your Book, Michael Batnick (https://theirrelevantinvestor.com/) and
The Best Bear Case on AI (EP. 478)
On episode 478, Michael Batnick (https://www.theirrelevantinvestor.com/) and Ben Carlson (https://awealthofcommonsense.com/) discuss: one of the greatest bull markets of all time, falling valuations, why young people gamble, financi
Talk Your Book: The Most Important Thing Nobody Owns
On this episode of Animal Spirits: Talk Your Book, Michael Batnick (https://theirrelevantinvestor.com/) and
Depressed Day Traders (EP. 477)
On episode 477, Michael Batnick (https://www.theirrelevantinvestor.com/) and Ben Carlson (https://awealthofcommonsense.com/) discuss: new all-time highs in the stock market, AI is the only thing that matters, emerging markets are ch
Talk Your Book: Why Momentum Investing Works
On this episode of Animal Spirits: Talk Your Book, Michael Batnick (https://theirrelevantinvestor.com/) and
When Genius Failed, Again (EP. 476)
On episode 476, Michael Batnick (https://www.theirrelevantinvestor.com/) and Ben Carlson (https://awealthofcommonsense.com/) discuss: a crazy month in the stock market, Situational Awareness, leverage always gets you, the semiconductor cras
45 Million Rich Households (EP. 475)
On episode 475, Michael Batnick and Ben Carlson discuss: a good sign for the bull market, semoconductor stocks crashing, why valuations keep falling, everyone is bearish about bonds, South Korea traders, how big SpaceX could get, why people
Talk Your Book: Is Crypto Dead?
On this episode of Animal Spirits: Talk Your Book, Michael Batnick (https://theirrelevantinvestor.com/) and
Say Bubble One More Time. I Dare You! (EP. 474)
On episode 474, Michael Batnick (https://theirrelevantinvestor.com/) and Ben Carlson
Talk Your Book: Private Credit’s Next Act
On this episode of Animal Spirits: Talk Your Book, Michael Batnick (https://theirrelevantinvestor.com/) and
