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The Compound
Animal Spirits PodcastEpisodes
The Compound
Animal Spirits Podcast
2 people rated this podcast
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Episodes of Animal Spirits Podcast
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On episode 361 of Animal Spirits, Michael Batnick and Ben Carlson discuss: losing a family pet, the S&P 500 is not the economy, everything is up this year, the stock market is NOT a casino, wages are cumulative just like inflation, consumers ke
On today's show, Ben Carlson and Michael Batnick are joined by Alex Morris, President and Chief Investment Officer of F/m Investments to discuss what duration, maturity, and convexity mean to a bond, the psychology of bond bear markets, why TIP
On episode 360 of Animal Spirits, Michael Batnick and Ben Carlson discuss: pullbacks in bull markets, the legend of Jim Simons, if 401(k)s were a mistake, what a car says about its driver, hotel movies vs airplane movies, and much more!This e
On today's show, Ben Carlson and Michael Batnick spoke with Matt Kaufman, SVP and Head of ETFs at Calamos Investments to discuss: why embedding options within ETF wrappers has gotten so popular, how Calamos structures protection ETFs, why timin
On episode 359 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the suffocating bull market, the other side of government debt, Jerry Seinfeld on when money changed everything, consumers are finally fighting back against inflation, W
On today's show, Ben Carlson and Michael Batnick are joined by Christopher Jensen, Director of Digital Assets Research for Franklin's Digital Asset Investment Strategies Group to discuss, the resiliency of Bitcoin, the global casino vs global c
On episode 358 of Animal Spirits, Michael Batnick and Ben Carlson discuss: Michael vs. StubHub, inflation at Disney is undefeated, 30 years of stock market returns, the bond market correction rolls on, ARKK is finally seeing an exodus, corporat
On today's show, Ben Carlson and Michael Batnick are joined by Eric Metz, President, and Chief Investment Officer of SpiderRock Advisors to discuss, the pending acquisition by BlackRock, covered call performance in a bull market, tax benefits w
On episode 357 of Animal Spirits, Michael Batnick and Ben Carlson discuss: why the stock market needed a correction, why the 1990s is an outlier (in more ways than one), economic growth is a policy choice, Gen Z is doing better than you think,
On today's show, we are joined by Anupam Ghose, Managing Partner at System Two Advisors to discuss: why the China story is different than the India of today, India's macro tailwinds, how GDP growth translates to higher stock prices, risks invol
On episode 356 of Animal Spirits, Michael Batnick and Ben Carlson discuss: why the stock market isn't down more, why the price of oil isn't up more, improvements in investor behavior, the auto insurance crisis, why home insurance is rising, why
On today's show, we spoke with Ed Egilinsky, Managing Director, Head of Alternatives, and Head of Sales and Distribution at Direxion to discuss: flows into bullish and bearish levered funds, diversifying away from large-cap tech, utilizing the
On episode 355 of Animal Spirits, Michael Batnick and Ben Carlson discuss: how we prioritize our spending, 1987 vs. the Covid Crash, crazy index fund flows, stock market concentration, panic about government debt, the tech recession in Californ
On today's show, we are joined by Rahul Sharma, Portfolio Manager and Executive Director of Schafer Cullen Capital Management to discuss: China's effect on Emerging Markets, avoiding value-traps in EM, strong macro trends in India, passive vs.
On episode 354 of Animal Spirits, Michael Batnick and Ben Carlson discuss: inflation helping corporate profits, what's going on with chocolate, airport traffic hitting all-time highs, the new Robinhood credit card, the downfall of Jack Daniels,
On today's show, Ben Carlson and Michael Batnick are joined again by Jason Barsema, Co-Founder and President of Halo Investing to discuss: investing in notes structured around single stocks, the difference between hard and soft protection, what
On episode 353 of Animal Spirits, Michael Batnick and Ben Carlson discuss: why the elements are in place for a boom-time decade, why household allocations to stocks were so low in the past, how to lie with statistics, who keeps buying Treasury
On this episode, Ben Carlson and Michael Batnick are joined by Jonathan Shelon, Chief Operating Officer of KraneShares to discuss: an economic update on China, China's buyer of last resort, what happened in Chinese real estate, and much more!
On this episode, Ben Carlson and Michael Batnick are joined by Corey Hoffstein of Newfound Research to discuss: managed futures, return stacking, using leverage effectively, and much more!Find complete show notes on our blogs...Ben Carlson’s
On episode 352 of Animal Spirits, Michael Batnick and Ben Carlson discuss: thoughts on Italy, consumers wall of cash, inflation at the grocery store, real estate agent commissions in trouble, the best airplane movie of all time, thoughts on Dun
On today's show, Ben Carlson and Michael Batnick are joined by Ryan McCormack, Factor and Core Equity Strategist and Paul Schroeder, QQQ Equity Product Strategist at Invesco to discuss: the creation of the Nasdaq 100, where the QQQ ticker comes
On episode 351 of Animal Spirits, Michael Batnick and Ben Carlson discuss: one of the most resilient stock rallies ever, money market funds vs. crypto, Americans are rich, the stock market has always been concentrated, inflation at the grocery
On today's show, Ben Carlson and Michael Batnick are joined by Chris Kuiper, Director of Research, and Matt Horne, Head of Business Development for Fidelity Digital Asset Management to discuss: the new Bitcoin ETFs, how much news is priced into
On episode 350 of Animal Spirits, Michael Batnick and Ben Carlson discuss: why the markets continue moving higher, why buy & hold is the best (and worst) strategy, how 401(k)s impact the stock market, billionaires can't complain about inflation
On today's show, Ben Carlson and Michael Batnick are joined by Jacob Miller, Co-Founder of Opto Investments to discuss: how difficult it is for RIAs to get private market exposure, the growth of private credit, and why that may be an issue, Opt
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