Episodes
Oct. 27, 2025
Talk Your Book: JP Morgan's Long-Term Capital Market Assumptions
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Gabby Santos, Chief Market S...
Oct. 23, 2025
Talk Your Book: How to Spend With Morgan Housel
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Morgan Housel, author of “ The A...
Oct. 22, 2025
The Zero Dollar Club (EP. 435)
On episode 435 of Animal Spirits, Michael Batnick and Ben Carlson discuss AI bubble indicators, what Jesse Livermore would think about this market, the pros and...
Oct. 20, 2025
Talk Your Book: Value + Momentum: The Best of Both Factors
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Lance Humphrey, head of portfolio ma...
Oct. 18, 2025
Talk Your Book: Investing in Start-Up Equity
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Dave Thornton from Vested to discuss: ab...
Oct. 15, 2025
Did the Market Just Top? (EP. 434)
On episode 434 of Animal Spirits, Michael Batnick and Ben Carlson discuss why it's so difficult to call the top, why earnings matter so much, we were due for a c...
Oct. 13, 2025
Talk Your Book: How Infrastructure Funds Work
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Scott Litman, Managing Director and Port...
Oct. 8, 2025
It Feels Like 1999 (EP. 433)
On episode 433 of Animal Spirits, Michael Batnick and Ben Carlson discuss the melt-up phase of the AI boom, there is a bubble in bubble predictions, no one is g...
Oct. 6, 2025
Talk Your Book: Investing in Public and Private Credit
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Jason Duko, Executive Vice President and Por...
Oct. 1, 2025
Why Retail is Outperforming (EP. 432)
On episode 432 of Animal Spirits, Michael Batnick and Ben Carlson discuss the thing that matters most to for the stock market, why AI is a bubble, inequality in the...
Sept. 29, 2025
Talk Your Book: Investing in the All Weather Strategy
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Matt Bartolini from State Street Investment Mana...
Sept. 24, 2025
A Mania Is Brewing (EP. 431)
On episode 431 of Animal Spirits, Michael Batnick and Ben Carlson discuss bubble behavior from tech CEOs, the AI inflection point, S&P 10,000, panic selling, $7.7 t...
Sept. 22, 2025
Talk Your Book: Making Money When Stocks Are Up or Down
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Graham Day, EVP and CIO of Innovator Capital Managem...
Sept. 17, 2025
How Many People Make $100,000? (EP. 430)
On episode 430 of Animal Spirits, Michael Batnick and Ben Carlson discuss Future Proof, 1990s nostalgia, Oasis, why the stock market doesn't care about the labor market,...
Sept. 15, 2025
Talk Your Book: Investing in Private Credit ETFs and All-Time Highs
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Wes Crill, Senior Client Solutions Director & VP at ...
Sept. 10, 2025
Live from Future Proof 2025 (EP. 429)
On episode 429 of Animal Spirits, Michael Batnick and Ben Carlson reflect on Ritholtz Wealth Management’s evolution from a startup to a mature firm, sharing lessons on clien...
Sept. 8, 2025
Talk Your Book: How Custom Indexing Works
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Ehren J. Stanhope, CFA, Principal, Chief Investment Stra...
Sept. 3, 2025
A National Housing Emergency (EP. 428)
On episode 428 of Animal Spirits, Michael Batnick and Ben Carlson discuss rich people everywhere, why this isn't like the dot-com bubble, the markets don't care about bad v...
Sept. 1, 2025
Talk Your Book: How to Invest in Commodities
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Don Casturo, CIO at Quantix Commodities LP and Kristof Gleic...
Aug. 27, 2025
State of the American Investor (EP. 427)
On episode 427 of Animal Spirits, Michael Batnick and Ben Carlson discuss what happens to the stock market after Fed rate cuts, is this 1996 or 1999, why value stocks need a rec...
Aug. 25, 2025
Talk Your Book: Creating Monthly Income From Your Portfolio
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by John Burrello, Senior Portfolio Manager at Invesco to discuss: t...
Aug. 20, 2025
Buy the Porsche (EP. 426)
On episode 426 of Animal Spirits, Michael Batnick and Ben Carlson discuss why the stock market is getting boring, S&P 493 vs. the Mag 7, are small caps dead, it's tough being a cont...
Aug. 18, 2025
Talk Your Book: How to Invest in Futures
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Craig Bewick, Head of Retail Education for the CME Group to discuss:...
Aug. 13, 2025
Measuring the Wealth Effect (EP. 425)
On episode 425 of Animal Spirits, Michael Batnick and Ben Carlson discuss 1990s nostalgia, the growing importance of the stock market on the economy, the Nifty Fifty vs. the Mag 7, ...