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Animal Spirits Podcast

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Episodes

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Title: Talk Your Book: The Anti-AI Portfolio

15 Dec 2025

Contributed by Lukas

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michae...

Netflix vs. Paramount (EP. 442)

10 Dec 2025

Contributed by Lukas

On episode 442 of Animal Spirits, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠...

Talk Your Book: Investing in Real Estate Credit

08 Dec 2025

Contributed by Lukas

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael B...

The Age of Discontentment (EP. 441)

03 Dec 2025

Contributed by Lukas

On episode 441 of Animal Spirits, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠...

Talk Your Book: The Psychology of Income

01 Dec 2025

Contributed by Lukas

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batn...

Talk Your Book: The State of the Housing Market

29 Nov 2025

Contributed by Lukas

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batn...

Wait, Are We in a Recession??? (EP. 440)

26 Nov 2025

Contributed by Lukas

On episode 440 of Animal Spirits, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠...

Talk Your Book: Staking Your Crypto For Yield

24 Nov 2025

Contributed by Lukas

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick...

Is the AI Trade Over? (EP. 439)

19 Nov 2025

Contributed by Lukas

On episode 439 of Animal Spirits, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠...

Talk Your Book: Will the Bubble Get Bigger?

17 Nov 2025

Contributed by Lukas

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnic...

Animal Spirits Take Las Vegas

15 Nov 2025

Contributed by Lukas

On this episode of Animal Spirits, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠...

Is a 50 Year Mortgage a Good Idea? (EP. 438)

12 Nov 2025

Contributed by Lukas

On episode 438 of Animal Spirits, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠...

Talk Your Book: Public & Private Opportunities in AI

10 Nov 2025

Contributed by Lukas

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠...

Talk Your Book: The Two Biggest Stories of the Year: AI & Tariffs

08 Nov 2025

Contributed by Lukas

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠...

Never Go All in on Stocks (EP. 437)

05 Nov 2025

Contributed by Lukas

On episode 437 of Animal Spirits, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠...

Talk Your Book: Emerging Markets Are Back

03 Nov 2025

Contributed by Lukas

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠...

Talk Your Book: Money and Marriage

01 Nov 2025

Contributed by Lukas

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠...

Never Pay Off Your Mortgage (EP. 436)

29 Oct 2025

Contributed by Lukas

On episode 436 of Animal Spirits, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ...

Talk Your Book: JP Morgan's Long-Term Capital Market Assumptions

27 Oct 2025

Contributed by Lukas

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠...

Talk Your Book: How to Spend With Morgan Housel

23 Oct 2025

Contributed by Lukas

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠...

The Zero Dollar Club (EP. 435)

22 Oct 2025

Contributed by Lukas

On episode 435 of Animal Spirits, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ...

Talk Your Book: Value + Momentum: The Best of Both Factors

20 Oct 2025

Contributed by Lukas

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠...

Talk Your Book: Investing in Start-Up Equity

18 Oct 2025

Contributed by Lukas

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠...

Did the Market Just Top? (EP. 434)

15 Oct 2025

Contributed by Lukas

On episode 434 of Animal Spirits, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ...

Talk Your Book: How Infrastructure Funds Work

13 Oct 2025

Contributed by Lukas

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠...

It Feels Like 1999 (EP. 433)

08 Oct 2025

Contributed by Lukas

On episode 433 of Animal Spirits, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ...

Talk Your Book: Investing in Public and Private Credit

06 Oct 2025

Contributed by Lukas

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠...

Why Retail is Outperforming (EP. 432)

01 Oct 2025

Contributed by Lukas

On episode 432 of Animal Spirits, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠...

Talk Your Book: Investing in the All Weather Strategy

29 Sep 2025

Contributed by Lukas

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠...

A Mania Is Brewing (EP. 431)

24 Sep 2025

Contributed by Lukas

On episode 431 of Animal Spirits, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠...

Talk Your Book: Making Money When Stocks Are Up or Down

22 Sep 2025

Contributed by Lukas

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠...

How Many People Make $100,000? (EP. 430)

17 Sep 2025

Contributed by Lukas

On episode 430 of Animal Spirits, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠...

Talk Your Book: Investing in Private Credit ETFs and All-Time Highs

15 Sep 2025

Contributed by Lukas

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠...

Live from Future Proof 2025 (EP. 429)

10 Sep 2025

Contributed by Lukas

On episode 429 of Animal Spirits, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠...

Talk Your Book: How Custom Indexing Works

08 Sep 2025

Contributed by Lukas

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠...

A National Housing Emergency (EP. 428)

03 Sep 2025

Contributed by Lukas

On episode 428 of Animal Spirits, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠...

Talk Your Book: How to Invest in Commodities

01 Sep 2025

Contributed by Lukas

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠...

State of the American Investor (EP. 427)

27 Aug 2025

Contributed by Lukas

On episode 427 of Animal Spirits, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠...

Talk Your Book: Creating Monthly Income From Your Portfolio

25 Aug 2025

Contributed by Lukas

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠...

Buy the Porsche (EP. 426)

20 Aug 2025

Contributed by Lukas

On episode 426 of Animal Spirits, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠...

Talk Your Book: How to Invest in Futures

18 Aug 2025

Contributed by Lukas

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠...

Measuring the Wealth Effect (EP. 425)

13 Aug 2025

Contributed by Lukas

On episode 425 of Animal Spirits, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠...

Talk Your Book: The People's Index

11 Aug 2025

Contributed by Lukas

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠...

Wall Street Strikes Back (EP. 424)

06 Aug 2025

Contributed by Lukas

On episode 424 of Animal Spirits, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠...

Talk Your Book: Finding Tax Alpha in Fixed Income

04 Aug 2025

Contributed by Lukas

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠...

This Is the Dumb Money (EP. 423)

30 Jul 2025

Contributed by Lukas

On episode 423 of Animal Spirits, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ben Ca...

Talk Your Book: How to Hold the Biggest Winners

28 Jul 2025

Contributed by Lukas

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠...

What is Upper Middle Class? (EP. 422)

23 Jul 2025

Contributed by Lukas

On episode 422 of Animal Spirits, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ben Ca...

Talk Your Book: How We Got a Bitcoin ETF

21 Jul 2025

Contributed by Lukas

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠...

There Are Too Many Rich People (EP. 421)

16 Jul 2025

Contributed by Lukas

On episode 421 of Animal Spirits, ⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠...

Talk Your Book: Option Income Is So Hot Right Now

14 Jul 2025

Contributed by Lukas

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠...

I Want To Be An Advisor, What Do I Do?

12 Jul 2025

Contributed by Lukas

On this special episode of Animal Spirits at the Morningstar Investment Conference in Chicago, ⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠...

A 25 Year Bull Market (EP. 420)

09 Jul 2025

Contributed by Lukas

On episode 420 of Animal Spirits, ⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠...

Talk Your Book: Autocallable Income

07 Jul 2025

Contributed by Lukas

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠...

Talk Your Book: How Public’s Winning the Great Wealth Transfer

05 Jul 2025

Contributed by Lukas

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠...

The Top 10 Risks to the Stock Market (EP. 419)

02 Jul 2025

Contributed by Lukas

On episode 419 of Animal Spirits, ⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠ ...

Talk Your Book: What Even Is Infrastructure?

30 Jun 2025

Contributed by Lukas

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠...

The Nothing Ever Happens Market (EP. 418)

25 Jun 2025

Contributed by Lukas

On episode 418 of Animal Spirits, ⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠ ...

Talk Your Book: Turning Capex Into Cashflow

23 Jun 2025

Contributed by Lukas

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠Ben Car...

We Have to Talk About Sports Betting (EP. 417)

18 Jun 2025

Contributed by Lukas

On episode 417 of Animal Spirits, ⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠ discuss valu...

Talk Your Book: Investing in High Yield Munis

16 Jun 2025

Contributed by Lukas

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠...

A Bubble is Coming (EP. 416)

11 Jun 2025

Contributed by Lukas

On episode 416 of Animal Spirits, ⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠ discuss the stock market...

Talk Your Book: Where to Find Higher Dividend Yields

09 Jun 2025

Contributed by Lukas

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠...

Talk Your Book: The Joneses Aren't That Happy

07 Jun 2025

Contributed by Lukas

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠ speak w...

Will AI Take All Our Jobs? (EP.415)

04 Jun 2025

Contributed by Lukas

On episode 415 of Animal Spirits, ⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠ discuss why technical an...

Talk Your Book: Valuation Still Matters

02 Jun 2025

Contributed by Lukas

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠ are joi...

Most Stocks Suck (EP.414)

28 May 2025

Contributed by Lukas

On episode 414 of Animal Spirits, ⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠ and ⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠ discuss long-term bond yields rising...

Talk Your Book: Investing in Goldminers

26 May 2025

Contributed by Lukas

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠ and ⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠ are joined by Imaru...

Talk Your Book: The Nasdaq 100 of Crypto

24 May 2025

Contributed by Lukas

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠ and ⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠ are joined by Samir...

Is Financial Education Working? (EP.413)

21 May 2025

Contributed by Lukas

On episode 413 of Animal Spirits, ⁠⁠⁠Michael Batnick⁠⁠⁠ and ⁠⁠⁠Ben Carlson⁠⁠⁠ discuss: how retail became the smart money, why ...

Winners and Losers From the Stock Market Rally (EP.412)

14 May 2025

Contributed by Lukas

On episode 412 of Animal Spirits, ⁠⁠Michael Batnick⁠⁠ and ⁠⁠Ben Carlson⁠⁠ discuss the China trade deal, retail was right, Wall Street ...

Talk Your Book: Will China Win the Trade War?

12 May 2025

Contributed by Lukas

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠Michael Batnick⁠⁠⁠ and ⁠⁠⁠Ben Carlson⁠⁠⁠ are joined by Brendan Ahern, CI...

There Will Never Be Another Warren Buffett (EP.411)

07 May 2025

Contributed by Lukas

On episode 411 of Animal Spirits, ⁠Michael Batnick⁠ and ⁠Ben Carlson⁠ discuss Warren Buffett's legacy, no one can guess where the market is go...

Talk Your Book: The CLO Playbook

05 May 2025

Contributed by Lukas

On this episode of Animal Spirits: Talk Your Book, ⁠⁠Michael Batnick⁠⁠ and ⁠⁠Ben Carlson⁠⁠ are joined by Shiloh Bates, Partner and CIO...

The Most Confusing Rally of All Time (EP.410)

30 Apr 2025

Contributed by Lukas

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 t...

Talk Your Book: Equal Weight Investing

28 Apr 2025

Contributed by Lukas

On this episode of Animal Spirits: Talk Your Book, ⁠Michael Batnick⁠ and ⁠Ben Carlson⁠ are joined by Nick Kalivas, Head of Factor & Core Equit...

Talk Your Book: Derek Thompson Feels Like He's Taking Crazy Pills

26 Apr 2025

Contributed by Lukas

On this episode of Animal Spirits: Talk Your Book, ⁠Michael Batnick⁠ and ⁠Ben Carlson⁠ speak with Abundance author Derek Thompson about his ne...

So Bearish It's Bullish (EP.409)

23 Apr 2025

Contributed by Lukas

On episode 409 of Animal Spirits, Michael Batnick and Ben Carlson discuss: some 1929 and 1932 comparisons, the impact of tariffs on small businesses, ...

Talk Your Book: Interest Rates Go Kablooey

21 Apr 2025

Contributed by Lukas

On this two-part episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson speak with Jason Greenblath of American Century Investment...

Talk Your Book: How Not To Invest Like Buffett

19 Apr 2025

Contributed by Lukas

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,...

The Dollar Dump (EP.408)

16 Apr 2025

Contributed by Lukas

On episode 408 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the tariff tantrum, why a falling dollar matters, yields are rising, betti...

Talk Your Book: Elevator Growth in Mid Caps

14 Apr 2025

Contributed by Lukas

On this episode of Animal Spirits: Talk Your Book, Michael Batnick, CFA and Ben Carlson, CFA are joined by Matt Bartolini, CFA, CAIA, Managing Directo...

The Stock Market Crashed. Now What? (EP.407)

09 Apr 2025

Contributed by Lukas

On episode 407 of Animal Spirits, Michael Batnick and Ben Carlson discuss the chaos surrounding tariffs, Dan Ives getting cautious, possible affects o...

Talk Your Book: International Stocks, So Hot Right Now

07 Apr 2025

Contributed by Lukas

On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Rahul Sharma, Portfolio Manager and Executive Directo...

Ben's Bearish (EP.406)

02 Apr 2025

Contributed by Lukas

On episode 406 of Animal Spirits, Michael Batnick and Ben Carlson discuss: auto tariffs, binary outcomes on Liberation Day, rising uncertainty, why ho...

Talk Your Book: Floating Rate Income

31 Mar 2025

Contributed by Lukas

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 Ma...

Did Trump Blink? (EP. 405)

26 Mar 2025

Contributed by Lukas

On episode 405 of Animal Spirits, Michael Batnick and Ben Carlson discuss: how to become indispensable at work, the stock market comeback, the wealth ...

Talk Your Book: A Better Money Market Fund

24 Mar 2025

Contributed by Lukas

On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Alex Morris, CEO and Mark Spindel, Senior Advisor for...

Talk Your Book: How to be a Supercommunicator with Charles Duhigg

22 Mar 2025

Contributed by Lukas

On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by author Charles Duhigg to talk about his book, Superco...

Live From Miami (EP.404)

19 Mar 2025

Contributed by Lukas

On episode 404 of Animal Spirits, Michael Batnick and Ben Carlson discuss: a bear market in Mag 7 stocks, one of the fastest corrections ever, surveys...

Talk Your Book: How Private Credit Works

17 Mar 2025

Contributed by Lukas

On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Phil Bauer, SVP and Portfolio Specialist at Calamos I...

The Tariff Tantrum (EP.403)

12 Mar 2025

Contributed by Lukas

On episode 403 of Animal Spirits, Michael Batnick and Ben Carlson discuss: a healthy correction in the stock market, growth stocks getting slaughtered...

Talk Your Book: A Better 60/40 Portfolio

10 Mar 2025

Contributed by Lukas

On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by JD Gardner, CIO and Founder of Aptus Capital Advisors...

Is a Recession Coming? (EP.402)

05 Mar 2025

Contributed by Lukas

On episode 402 of Animal Spirits, Michael Batnick and Ben Carlson discuss: GDP growth rolling over, the probability of a recession is rising, timing a...

Talk Your Book: Custom Portfolio Protection

03 Mar 2025

Contributed by Lukas

On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Matthew Radgowski, CEO of Halo Investing to discuss t...

Time to Get Bearish? (EP.401)

26 Feb 2025

Contributed by Lukas

On episode 401 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the potential for an economic slowdown, Steve Cohen gets bearish, the labor...

Talk Your Book: State of The Real Estate Market

24 Feb 2025

Contributed by Lukas

On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Paul Baiocchi, Chief ETF Strategist of SS&C ALPS Advi...

Life and Death (EP.400)

19 Feb 2025

Contributed by Lukas

On episode 400 of Animal Spirits, Michael Batnick and Ben Carlson discuss: Jon Carlson's story, dealing with grief, why financial planning matters, Jo...

Talk Your Book: A Short History of the Nasdaq 100

17 Feb 2025

Contributed by Lukas

On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Emily Spurling, SVP, Global Head of Index at Nasdaq a...

Is $1 Million a Lot of Money? (EP.399)

12 Feb 2025

Contributed by Lukas

On episode 399 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the shrinking number of small businesses, the stock market chart of the dec...

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