Why Baby Boomers Have All the Money (EP. 488)
On episode 488, Michael Batnick and Ben Carlson discuss: the bull market in earnings, the bear case for AI, defini...
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Animal Spirits Podcast
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 ep...
Episodes
20 of 834 episodesTalk Your Book: Beyond Bonds in Retirement
On this episode of Animal Spirits: Talk Your Book, Michael Batnick...
Talk Your Book: Investing in Single Stock Futures
On this episode of Animal Spirits: Talk Your Book, Michael Batnick...
It's a Bloodbath (EP. 487)
On episode 487, Michael Batnick and Ben Carlson discuss: AI debt concerns, Coreweave's Rocky IV moment, the 2020s...
Talk Your Book: The Case for Value and Momentum
On this episode of Animal Spirits: Talk Your Book, Michael Batnick...
Are Higher Rates Worse Than ZIRP? (EP. 486)
On episode 486, Michael Batnick and Ben Carlson discuss: stock market concentration worries, how to hedge AI market ri...
Talk Your Book: Will AI Debt Cause a Recession?
On this episode of Animal Spirits: Talk Your Book, Michael Batnick...
Sudden Wealth Syndrome (EP. 485)
On episode 485, Michael Batnick and Ben Carlson discuss: what can stop the hyperscalers from spending, why the stock marke...
Talk Your Book: How Higher Rates Are Re-Shaping Commercial Real Estate
On this episode of Animal Spirits: Talk Your Book, Michael Batnick...
Will Higher Rates Kill the Stock Market? (EP. 484)
On episode 484, Michael Batnick and Ben Carlson discuss: the stock market has an excuse to sell off, valuations are fall...
Talk Your Book: The Next Generation of Income Strategies
On this episode of Animal Spirits: Talk Your Book, Michael Batnick...
The Wobbly House of Cards (EP. 483)
On episode 483, Michael Batnick and Ben Carlson discuss: the interconnected hyperscalers, AI's risk to the economy, the char...
Talk Your Book: Price Is the Ultimate Factor
On this episode of Animal Spirits: Talk Your Book, Michael Batnick...
How to Talk To Your Clients About Ray Dalio (EP. 482)
On episode 482, Michael Batnick and Ben Carlson discuss: AI human extinction fears, the biggest AI risks, why things go viral, w...
Talk Your Book: Why Aren't There More IPOs?
On this episode of Animal Spirits: Talk Your Book, Michael Batnick...
Everywhere Millionaires (EP. 481)
On episode 481, Michael Batnick and Ben Carlson discuss: how bull market gains have changed the markets, AI is crowding everythi...
Talk Your Book: AI Winners & Losers
On this episode of Animal Spirits: Talk Your Book, Michael Batnick...
The Next Michael Burry (EP. 480)
On episode 480, Michael Batnick and Ben Carlson discuss: the AI debt binge, no recessions for the rest of the 2020s, Kevin Warsh tho...
Talk Your Book: Cash Was Easy… Now What?
On this episode of Animal Spirits: Talk Your Book, Michael Batnick...
Are Free Markets Dead? (EP. 479)
On episode 479, Michael Batnick and Ben Carlson discuss: the Treasury bond buybacks, Stanley Druckenmiller's op-ed, the real governm...