Afleveringen
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On episode 414 of Animal Spirits, â â â â Michael Batnickâ â â â and â â â â Ben Carlsonâ â â â discuss long-term bond yields rising, why government debt won't fall, where all the dry powder is coming from, how often you should expect bear markets, a weird time to be rich, $97 salads, why starter homes died, retail bagholders, why everyone takes Social Security early, Tom Cruise and much more!
This episode is sponsored by Betterment Advisor Solutions and KraneShares
Grow your RIA Your way by visiting: â â â â â â â â â â â https://www.betterment.com/advisors
Learn more about KraneShares KWEB Covered Call Strategy ETF (KLIP): https://kraneshares.com/webinars/resilient-covered-call-strategies-during-severe-market-volatility/
Sign up for The Compound newsletter and never miss out: â â â â thecompoundnews.com/subscribeâ â â â
Find complete show notes on our blogs:
Ben Carlson’s â â â â A Wealth of Common Senseâ â â â
Michael Batnick’s â â â â The Irrelevant Investorâ â â â
Feel free to shoot us an email at â â â â [email protected]â â â â with any feedback, questions, recommendations, or ideas for future topics of conversation.
Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.
The Compound Media, Incorporated, an affiliate of â â â â Ritholtz Wealth Managementâ â â â , receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here â â â â https://ritholtzwealth.com/advertising-disclaimersâ â â â . Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.
Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:
â â â â https://ritholtzwealth.com/podcast-youtube-disclosures/
Learn more about your ad choices. Visit megaphone.fm/adchoices -
On this episode of Animal Spirits: Talk Your Book, â â â â Michael Batnickâ â â â and â â â â Ben Carlsonâ â â â are joined by Imaru Casanova, Portfolio Manager for the active gold and Precious Metals Strategy at VanEck to discuss gold hitting all time highs, gold miners vs gold performance, macro factors investing in gold, demand from central banks, and much more! Learn more at: https://www.vaneck.com/us/en/investments/international-investors-gold-fund-inivx/overview/
Find complete show notes & VanEck's disclosure for this episode, visit our blogs...
Ben Carlson’s â â â â A Wealth of Common Senseâ â â â
Michael Batnick’s â â â â The Irrelevant Investorâ â â â
Feel free to shoot us an email at â â â â [email protected]â â â â with any feedback, questions, recommendations, or ideas for future topics of conversation.
Check out the latest in financial blogger fashion at The Compound shop: â â â â https://www.idontshop.comâ â â â
Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here:
â â â â https://ritholtzwealth.com/podcast-youtube-disclosures/â â â â
The Compound Media, Incorporated, an affiliate of â â â â Ritholtz Wealth Managementâ â â â , receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here â â â â https://ritholtzwealth.com/advertising-disclaimersâ â â â .
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Zijn er afleveringen die ontbreken?
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On this episode of Animal Spirits: Talk Your Book, â â â â Michael Batnickâ â â â and â â â â Ben Carlsonâ â â â are joined by Samir Kerbage, CIO of Hashdex to discuss price action in 2025, narratives around price action, how the index is constructed, Bitcoin's investment thesis, and much more!
Find complete show notes on our blogs...
Ben Carlson’s â â â â A Wealth of Common Senseâ â â â
Michael Batnick’s â â â â The Irrelevant Investorâ â â â
Feel free to shoot us an email at â â â â [email protected]â â â â with any feedback, questions, recommendations, or ideas for future topics of conversation.
Check out the latest in financial blogger fashion at The Compound shop: â â â â https://www.idontshop.comâ â â â
Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here:
â â â â https://ritholtzwealth.com/podcast-youtube-disclosures/â â â â
The Compound Media, Incorporated, an affiliate of â â â â Ritholtz Wealth Managementâ â â â , receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here â â â â https://ritholtzwealth.com/advertising-disclaimersâ â â â .
Learn more about your ad choices. Visit megaphone.fm/adchoices -
On episode 413 of Animal Spirits, â â â Michael Batnickâ â â and â â â Ben Carlsonâ â â discuss: how retail became the smart money, why long-term investing caught on, where the money is coming from to buy the dips, chances of re-testing the lows, the Moody's downgrade, millionaires next door, takeout food culture, the broken housing market and much more!
This episode is sponsored by Nuveen and YCharts.
Invest like the future is watching. Visit: https://www.nuveen.com/future to learn more.
Learn why 9 out of 10 advisors say YCharts is a best-in-class platform at YCharts.com.
Sign up for The Compound newsletter and never miss out: â â â thecompoundnews.com/subscribeâ â â
Find complete show notes on our blogs:
Ben Carlson’s â â â A Wealth of Common Senseâ â â
Michael Batnick’s â â â The Irrelevant Investorâ â â
Feel free to shoot us an email at â â â [email protected]â â â with any feedback, questions, recommendations, or ideas for future topics of conversation.
Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.
The Compound Media, Incorporated, an affiliate of â â â Ritholtz Wealth Managementâ â â , receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here â â â https://ritholtzwealth.com/advertising-disclaimersâ â â . Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.
Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:
â â â https://ritholtzwealth.com/podcast-youtube-disclosures/
Learn more about your ad choices. Visit megaphone.fm/adchoices -
On episode 412 of Animal Spirits, â â Michael Batnickâ â and â â Ben Carlsonâ â discuss the China trade deal, retail was right, Wall Street was wrong, price vs. sentiment, markets saved us from a recession, record stock buybacks, 4-to-1 leverage and private equity in your 401k, Michael's real estate deals and more!
This episode is sponsored by STF Management. Visit: https://stfm.com/ to learn more.
Sign up for The Compound newsletter and never miss out: â â thecompoundnews.com/subscribeâ â
Find complete show notes on our blogs:
Ben Carlson’s â â A Wealth of Common Senseâ â
Michael Batnick’s â â The Irrelevant Investorâ â
Feel free to shoot us an email at â â [email protected]â â with any feedback, questions, recommendations, or ideas for future topics of conversation.
Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.
The Compound Media, Incorporated, an affiliate of â â Ritholtz Wealth Managementâ â , receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here â â https://ritholtzwealth.com/advertising-disclaimersâ â . Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.
Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:
â â https://ritholtzwealth.com/podcast-youtube-disclosures/
Learn more about your ad choices. Visit megaphone.fm/adchoices -
On this episode of Animal Spirits: Talk Your Book, â â â Michael Batnickâ â â and â â â Ben Carlsonâ â â are joined by Brendan Ahern, CIO at KraneShares to discuss an update on China's economy, China real estate, the AI race with China, stock picking within China, consumerism outside the US, and much more!
Find complete show notes on our blogs...
Ben Carlson’s â â â A Wealth of Common Senseâ â â
Michael Batnick’s â â â The Irrelevant Investorâ â â
Feel free to shoot us an email at â â â [email protected]â â â with any feedback, questions, recommendations, or ideas for future topics of conversation.
Check out the latest in financial blogger fashion at The Compound shop: â â â https://www.idontshop.comâ â â
Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here:
â â â https://ritholtzwealth.com/podcast-youtube-disclosures/â â â
The Compound Media, Incorporated, an affiliate of â â â Ritholtz Wealth Managementâ â â , receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here â â â https://ritholtzwealth.com/advertising-disclaimersâ â â .
Learn more about your ad choices. Visit megaphone.fm/adchoices -
On episode 411 of Animal Spirits, â Michael Batnickâ and â Ben Carlsonâ discuss Warren Buffett's legacy, no one can guess where the market is going, a 9 day win streak for stocks, Americans love to buy the dip, the next recession is going to be wild, Wall Street is very bearish, retail is bullish, Bitcoin didn't decouple yet, a housing market slowdown, the benefits of drinking and more.
This episode is sponsored by YCharts and Fabric By Gerber Life
get 20% off your initial YCharts subscription by visiting: â â https://go.ycharts.com/animal-spirits
Join the thousands of parents who trust Fabric to help protect their family by visiting: http://meetfabric.com/SPIRITS
Sign up for The Compound newsletter and never miss out: â thecompoundnews.com/subscribeâ
Find complete show notes on our blogs:
Ben Carlson’s â A Wealth of Common Senseâ
Michael Batnick’s â The Irrelevant Investorâ
Feel free to shoot us an email at â [email protected]â with any feedback, questions, recommendations, or ideas for future topics of conversation.
Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.
The Compound Media, Incorporated, an affiliate of â Ritholtz Wealth Managementâ , receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here â https://ritholtzwealth.com/advertising-disclaimersâ . Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.
Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:
â https://ritholtzwealth.com/podcast-youtube-disclosures/
Learn more about your ad choices. Visit megaphone.fm/adchoices -
On this episode of Animal Spirits: Talk Your Book, â â Michael Batnickâ â and â â Ben Carlsonâ â are joined by Shiloh Bates, Partner and CIO of Flat Rock Global to discuss the relationship between income and volatility, how CLOs perform during recessions, what CLO equity is, what happens when loans default, characteristics to look at for CLO managers, and much more!
Find complete show notes on our blogs...
Ben Carlson’s â â A Wealth of Common Senseâ â
Michael Batnick’s â â The Irrelevant Investorâ â
Feel free to shoot us an email at â â [email protected]â â with any feedback, questions, recommendations, or ideas for future topics of conversation.
Find Shiloh's book here: https://www.amazon.com/CLO-Investing-Emphasis-Equity-Notes/dp/1642376566
Check out the latest in financial blogger fashion at The Compound shop: â â https://www.idontshop.comâ â
Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here:
â â https://ritholtzwealth.com/podcast-youtube-disclosures/â â
The Compound Media, Incorporated, an affiliate of â â Ritholtz Wealth Managementâ â , receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here â â https://ritholtzwealth.com/advertising-disclaimersâ â .
Learn more about your ad choices. Visit megaphone.fm/adchoices -
On episode 410 of Animal Spirits, Michael Batnick and Ben Carlson discuss: a wild month of stock market performance, bear market rallies, a shift in tariffs, Amazon fighting back, an update on earnings, thoughts on conferences, a new Netflix recommendation, and much more!
This episode is sponsored by Innovator ETFs. Visit: â http://innovatoretfs.com/â to learn more.
Sign up for The Compound newsletter and never miss out: thecompoundnews.com/subscribe
Find complete show notes on our blogs:
Ben Carlson’s A Wealth of Common Sense
Michael Batnick’s The Irrelevant Investor
Feel free to shoot us an email at [email protected] with any feedback, questions, recommendations, or ideas for future topics of conversation.
Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.
The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.
Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:
https://ritholtzwealth.com/podcast-youtube-disclosures/
Learn more about your ad choices. Visit megaphone.fm/adchoices -
On this episode of Animal Spirits: Talk Your Book, â Michael Batnickâ and â Ben Carlsonâ are joined by Nick Kalivas, Head of Factor & Core Equity Product Strategy at Invesco to discuss the research behind equal weighting, concentration within the S&P 500, looking at flows during the selloff in 2025, factor performance, and much more!
Find complete show notes on our blogs...
Ben Carlson’s â A Wealth of Common Senseâ
Michael Batnick’s â The Irrelevant Investorâ
Feel free to shoot us an email at â [email protected]â with any feedback, questions, recommendations, or ideas for future topics of conversation.
Check out the latest in financial blogger fashion at The Compound shop: â https://www.idontshop.comâ
Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here:
â https://ritholtzwealth.com/podcast-youtube-disclosures/â
The Compound Media, Incorporated, an affiliate of â Ritholtz Wealth Managementâ , receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here â https://ritholtzwealth.com/advertising-disclaimersâ .
Learn more about your ad choices. Visit megaphone.fm/adchoices -
On this episode of Animal Spirits: Talk Your Book, â Michael Batnickâ and â Ben Carlsonâ speak with Abundance author Derek Thompson about his new book, what it means in the current environment, why the supply chain is so important for consumers and what comes next in the trade war.
This episode is sponsored by Betterment Advisor Solutions. Grow your RIA your way at: https://www.betterment.com/advisors
Find complete show notes on our blogs:
Ben Carlson’s â A Wealth of Common Senseâ
Michael Batnick’s â The Irrelevant Investorâ
Feel free to shoot us an email at â [email protected]â with any feedback, questions, recommendations, or ideas for future topics of conversation.
Check out the latest in financial blogger fashion at The Compound shop: â https://www.idontshop.comâ
Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here:
â https://ritholtzwealth.com/podcast-youtube-disclosures/â
The Compound Media, Incorporated, an affiliate of â Ritholtz Wealth Managementâ , receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here â https://ritholtzwealth.com/advertising-disclaimersâ .
Learn more about your ad choices. Visit megaphone.fm/adchoices -
On episode 409 of Animal Spirits, Michael Batnick and Ben Carlson discuss: some 1929 and 1932 comparisons, the impact of tariffs on small businesses, supply chain problems are coming, putting the dollar's move into perspective, jumping into a recession, why a recession might feel worse than it actually is, the correction is still relatively mild, retail keeps buying the dip, Bitcoin is decoupling, $145,000 mud rooms and much more!
This episode is sponsored by YCharts. Grab a copy of their new deck: https://go.ycharts.com
Sign up for The Compound newsletter and never miss out: thecompoundnews.com/subscribe
Find complete show notes on our blogs:
Ben Carlson’s A Wealth of Common Sense
Michael Batnick’s The Irrelevant Investor
Feel free to shoot us an email at [email protected] with any feedback, questions, recommendations, or ideas for future topics of conversation.
Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.
The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.
Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:
https://ritholtzwealth.com/podcast-youtube-disclosures/
Learn more about your ad choices. Visit megaphone.fm/adchoices -
On this two-part episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson speak with Jason Greenblath of American Century Investments about short duration fixed income, remaining active during recessions, inflationary spikes and fixed income. Then, at the 21:30 mark, the guys speak with Christian Hoffmann of Thornburg Investment Management to discuss opportunities in global credit markets, recession risk, heightened volatility, the Fed and inflation, and much more!
Find complete show notes on our blogs:
Ben Carlson’s A Wealth of Common Sense
Michael Batnick’s The Irrelevant Investor
Feel free to shoot us an email at [email protected] with any feedback, questions, recommendations, or ideas for future topics of conversation.
Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com
Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here:
https://ritholtzwealth.com/podcast-youtube-disclosures/
The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
On this special two-part episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson speak with Barry Ritholtz to discuss his new book, How Not To Invest. Barry is the co-founder and Chief Investment Officer of Ritholtz Wealth Management, as well as the host of the popular Bloomberg podcast Masters in Business.
Then at the 30:00 mark, the guys talk with Alex Morris to discuss his new book, Buffett and Munger Unscripted. Alex is the founder of The Science of Hitting Investment Research.
Find complete show notes on our blogs...
Ben Carlson’s A Wealth of Common Sense
Michael Batnick’s The Irrelevant Investor
Feel free to shoot us an email at [email protected] with any feedback, questions, recommendations, or ideas for future topics of conversation.
Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com
Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here:
https://ritholtzwealth.com/podcast-youtube-disclosures/
The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
On episode 408 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the tariff tantrum, why a falling dollar matters, yields are rising, betting markets on recession predictions, sentiment is falling off a cliff, buying stocks when they're down 15%, the unintended consequences of Trump's trade policies, panic in the stock market, when you should sell some stocks and much more.
This episode is sponsored by NEOS Investments and Fabric by Gerber Life.
Learn more about NEOS Investments and their offerings at https://neosfunds.com
Join the thousands of parents who trust Fabric to protect their family. Apply today in just minutes at: https://meetfabric.com/spirits.
Sign up for The Compound newsletter and never miss out: thecompoundnews.com/subscribe
Find complete show notes on our blogs:
Ben Carlson’s A Wealth of Common Sense
Michael Batnick’s The Irrelevant Investor
Feel free to shoot us an email at [email protected] with any feedback, questions, recommendations, or ideas for future topics of conversation.
Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.
The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.
Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:
https://ritholtzwealth.com/podcast-youtube-disclosures/
Learn more about your ad choices. Visit megaphone.fm/adchoices -
On this episode of Animal Spirits: Talk Your Book, Michael Batnick, CFA and Ben Carlson, CFA are joined by Matt Bartolini, CFA, CAIA, Managing Director at State Street Global Advisors and Head of SPDR Americas Research Team to discuss sector exposures in mid caps, why having a profitability screen is crucial, how mid caps are affected by policy uncertainty, an update on ETF flows in 2025, and much more!
Our blogs:
Ben Carlson’s A Wealth of Common Sense
Michael Batnick’s The Irrelevant Investor
Feel free to shoot us an email at [email protected] with any feedback, questions, recommendations, or ideas for future topics of conversation.
Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com
Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here:
https://ritholtzwealth.com/podcast-youtube-disclosures/
The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
On episode 407 of Animal Spirits, Michael Batnick and Ben Carlson discuss the chaos surrounding tariffs, Dan Ives getting cautious, possible affects on the economy, fake headlines moving markets, cabanas are getting out of control, the White Lotus finale, and much more!
This episode is sponsored by Betterment Advisor solutions and Morningtstar Investment Conference.
Grow your RIA your way at: betterment.com/advisors
Don't miss Animal Spirits at the Morningstar Investment Conference in Chicago on June 25 and 26. Learn more at: morningstar.com/business/events/morningstar-investment-conference?refid=animalspirits
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Find complete show notes on our blogs:
Ben Carlson’s A Wealth of Common Sense
Michael Batnick’s The Irrelevant Investor
Feel free to shoot us an email at [email protected] with any feedback, questions, recommendations, or ideas for future topics of conversation.
Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.
The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.
Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:
https://ritholtzwealth.com/podcast-youtube-disclosures/
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On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Rahul Sharma, Portfolio Manager and Executive Director at Schafer Cullen to discuss the catalyst for recent international outperformance, what policies have led to international performance, avoiding/concentrating into different countries, how the US Dollar affects international investments, and much more! Learn more at: https://www.cullenfunds.com/
Find complete show notes on our blogs...
Ben Carlson’s A Wealth of Common Sense
Michael Batnick’s The Irrelevant Investor
Feel free to shoot us an email at [email protected] with any feedback, questions, recommendations, or ideas for future topics of conversation.
Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com
Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here:
https://ritholtzwealth.com/podcast-youtube-disclosures/
The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
On episode 406 of Animal Spirits, Michael Batnick and Ben Carlson discuss: auto tariffs, binary outcomes on Liberation Day, rising uncertainty, why household debt is going to rise, the Mag 7 bear market, the pros and cons of buffered ETFs, the bottom 50%, PE in 401(k) plans, a diverging housing market and more.
This episode is sponsored by YCharts. Register for the YCharts x Nick Maggiulli webinar here: https://ycharts.zoom.us/webinar/register/6017424930774/WN_pt05FhS_SW2Q0dbtqFi8Bg
Sign up for The Compound newsletter and never miss out: thecompoundnews.com/subscribe
Find complete show notes on our blogs:
Ben Carlson’s A Wealth of Common Sense
Michael Batnick’s The Irrelevant Investor
Feel free to shoot us an email at [email protected] with any feedback, questions, recommendations, or ideas for future topics of conversation.
Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.
The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.
Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:
https://ritholtzwealth.com/podcast-youtube-disclosures/
Learn more about your ad choices. Visit megaphone.fm/adchoices -
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Fran Rodilosso, Head of Fixed Income ETF Portfolio Management and Bill Sokol, VP and Director of Product Management to discuss what a CLO is, how the portfolio is constructed, the possible risks with CLOs, why spreads have remained so low in 2025, performance during recessions, and much more! Learn more at: https://www.vaneck.com/us/en/investments/clo-etf-cloi/overview/
Find complete show notes on our blogs...
Ben Carlson’s A Wealth of Common Sense
Michael Batnick’s The Irrelevant Investor
Feel free to shoot us an email at [email protected] with any feedback, questions, recommendations, or ideas for future topics of conversation.
Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com
Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here:
https://ritholtzwealth.com/podcast-youtube-disclosures/
The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers.
Important Disclosures from VanEck: https://www.vaneck.com/us/en/talk-your-book-vaneck-disclosures-cloi/
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