Episodes

Talk Your Book: High Quality Growth Stocks
June 13, 2022

Talk Your Book: High Quality Growth Stocks

On today's show we spoke with Allen Bond from Jensen Investment Management about finding high quality growth stocks and investing during a bear market.   Find complete shownotes on our blogs...  Ben Carlson’s   Michael Batnick’s...
Good News is Bad News (EP.260)
June 8, 2022

Good News is Bad News (EP.260)

On today's show we discuss why everyone thinks we're already in a recession, living paycheck to paycheck on $250k a year, why crypto makes more sense in a bull market, why it feels like the stock market should be down way more, Top Gun: Maverick and...
Talk Your Book: Hedging the Different Types of Inflation
June 6, 2022

Talk Your Book: Hedging the Different Types of Inflation

On today's Talk Your Book, we spoke with Don Casturo from Quantix Commodities and Kristof Gleich from Harbor Capital to discuss how to hedge inflation with commodities.   Find complete shownotes on our blogs...  Ben Carlson’s  ...
The Round Trip (EP.259)
June 1, 2022

The Round Trip (EP.259)

On today's show we discuss what the narrative would be if we went back to new highs, why high oil prices are so worrisome, why the housing market is more important than the stock market, some good news about the U.S. economy, the new Top Gun and much...
The most obvious recession ever (EP.258)
May 25, 2022

The most obvious recession ever (EP.258)

On today's show we discuss, the big housing miss, inventory build-ups, private market slowdown, and much more.   Find complete shownotes on our blogs...  Ben Carlson’s   Michael Batnick’s   Like us on   And feel free to...
Animal Spirits: Listener Mailbag
May 23, 2022

Animal Spirits: Listener Mailbag

On today’s show we answer questions from the listeners on Roth IRAs, HELOCs, budgeting for home improvements and more with some help from Henry Yoshida at Rocket Dollar.   Find complete shownotes on our blogs...‍ Ben Carlson’s ‍ Michael...
Obvious Signs of the Top (EP.257)
May 18, 2022

Obvious Signs of the Top (EP.257)

On today's show we discuss why markets are so confusing right now, the different kinds of recessions, inflation expectations, how to survive a bear market, the best movie sequels ever and much more.   Find complete shownotes on our blogs...‍...
Talk Your Book: Investing in the Carbon Transformation
May 16, 2022

Talk Your Book: Investing in the Carbon Transformation

On today's Talk Your Book, we spoke with Roger Mortimer from KraneShares about the coming global transformation in carbon investing.   Find complete shownotes on our blogs...‍ Ben Carlson’s ‍ Michael Batnick’s ‍ Like us on ‍ And feel...
Talk Your Book: Locking in Higher Yields on Your Portfolio
May 14, 2022

Talk Your Book: Locking in Higher Yields on Your Portfolio

On today's Talk Your Book, we spoke with Jason Barsema from Halo Investing about structured products and defined outcome investing.   Find complete shownotes on our blogs...‍ Ben Carlson’s ‍ Michael Batnick’s ‍ Like us on ‍ And feel...
The End of V-Shaped Recoveries (EP.256)
May 11, 2022

The End of V-Shaped Recoveries (EP.256)

On today's Animal Spirits we discuss the growth stock crash getting worse, the speed of market declines, building wealth slowly, how long bear markets last for, Liam Neeson and much more. Find complete shownotes on our blogs...‍ Ben Carlson’s ‍...
Is this a bear market? (EP.255)
May 4, 2022

Is this a bear market? (EP.255)

On today's show, we discuss the stock and bond markets both falling, the new 60/40 portfolio, the case for buying a house right now, the greatest stock of all-time, and much more. Register for the YCharts Webinar: Mega Caps with Michael Batnick: The...
Talk Your Book: Rethinking the 4% Rule
May 2, 2022

Talk Your Book: Rethinking the 4% Rule

On today's Talk Your Book we spoke with David Lau and Wade Pfau about spending down your assets in retirement and why it's one of the hardest concepts in financial planning.   Find complete shownotes on our blogs...‍ Ben Carlson’s ‍ Michael...
Elon Buys Twitter (EP.254)
April 27, 2022

Elon Buys Twitter (EP.254)

On today's show we discuss what Elon Musk can do with Twitter, bonds & stocks falling together, growth stocks keep getting killed, inflation vs. mortgage rates in the housing market, 3 reasons inflation might be peaking and more.   Find...
Talk Your Book: Investing in Human Capital
April 25, 2022

Talk Your Book: Investing in Human Capital

On today's Talk Your Book we talk with Dan Ariely and Kristof Gleich about investing in human capital and corporate culture.   Find complete shownotes on our blogs...‍ Ben Carlson’s ‍ Michael Batnick’s ‍ Like us on ‍ And feel free to...
A Recession is Coming (EP.253)
April 20, 2022

A Recession is Coming (EP.253)

On today's show we discuss taking Twitter private, why tech billionaires are so unhappy, why no one is positioned for a commodities supercycle, the best pool drink, a normal housing market and more.   Find complete shownotes on our blogs...‍...
The Fed is Making a Mistake (EP.252)
April 13, 2022

The Fed is Making a Mistake (EP.252)

On today's show we discuss the crazy move higher in interest rates, the wealth effect in stocks, recessions vs. inflation, wage growth for lower income levels, Elon Musk's Twitter escapades, owning individual bonds vs. bond funds and much more.  ...
Talk Your Book: The Financial Advisor's Cheat Code
April 11, 2022

Talk Your Book: The Financial Advisor's Cheat Code

On today's Talk Your Book we spoke with Josh Smith from VRGL about how his company is making it easier for financial advisors to bring in new business and understand their clients.   Find complete shownotes on our blogs...  Ben Carlson’s...
Long Global, Short USA (EP.251)
April 6, 2022

Long Global, Short USA (EP.251)

On today's show we discuss Elon Musk's new position in Twitter, Tiger Global, the scalding hot labor market, frugality is not always the way, the Animal Spirits Discord channel and much more.   Find complete shownotes on our blogs...  Ben...
Talk Your Book: Investing in mRNA
April 4, 2022

Talk Your Book: Investing in mRNA

On today's Talk Your Book, we talked with Dave Mazza from Direxion about investing in mRNA technology.   Find complete shownotes on our blogs...  Ben Carlson’s   Michael Batnick’s   Like us on   And feel free to shoot us...
Tighten Until Something Breaks (EP.250)
March 30, 2022

Tighten Until Something Breaks (EP.250)

On today's show we discuss inflation vs. the stock market, bonds getting killed, the crazy housing market, betting on the Oscars, why Twitter was built for pop culture moments and much more.   Find complete shownotes on our blogs...  Ben...
Talk Your Book: Protecting the Downside
March 28, 2022

Talk Your Book: Protecting the Downside

On today's Talk Your Book we had Bruce Bond from Innovator ETFs back on the show to discuss how advisors are using managed and buffered ETFs to protect the downside in their portfolios.   Find complete shownotes on our blogs...  Ben...
NFTs
March 26, 2022

NFTs

On today's show we speak with Audiograph's Quinn Stearns about start-ups, founding a company, creating communities for podcasts and why we made Animal Spirits NFTs.   Find complete shownotes on our blogs...  Ben Carlson’s   Michael...
Can the Markets Cause a Recession (EP.249)
March 23, 2022

Can the Markets Cause a Recession (EP.249)

On this week's show we discuss the crazy moves in interest rates, mortgage rates going much higher, how to think about bond yields right now, why the U.S. consumer will keep spending even with higher prices, the housing market is very unhealthy right...
Listener Mailbag
March 21, 2022

Listener Mailbag

On today's show we clean out the inbox to answer questions from the listeners about Roth IRAs, producing content, international diversification, asset allocation, leveraged ETFs and more.   Find complete shownotes on our blogs...  Ben...