Animal Spirits Podcast

On episode 332 of Animal Spirits, Michael Batnick and Ben Carlson discuss: why so many people hate this economy, anecdotes vs. data, a depression in the mortgage industry, the good news about falling stock prices, small caps look cheap, consumers need a recession, and much more!

Thanks to Kaplan Schweser for sponsoring this episode. Learn more about how they can help you prepare for the CFA at: https://www.schweser.com/cfa?utm_source=animal_spirits_podcast&utm_medium=podcast&utm_campaign=infl_partnership&utm_content=cfa

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.

Wealthcast Media, 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 today's show, Michael and Ben are joined by Brendan Ahern, CIO of Kraneshares to discuss: the creation of Kraneshares Luxury ETF, demographic trends and utilizing the wealth affect, challenges in investing in international markets, luxury dynamics in a recession, 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

Past performance is not indicative of future results. The material discussed has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed.

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.

Wealthcast Media, 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 episode 331 of Animal Spirits, Michael Batnick and Ben Carlson discuss: higher growth and higher rates vs. lower growth and lower rates, why there is so much focus on 60/40 portfolios, bears vs. doomers, the annoyance economy, why no one is happy about the economy right now (or ever), a record jump in net worth, renting vs. buying, and much more!

Thanks to YCharts for sponsoring this episode. To learn more about their advisor resources and tax efficient investing, visit: https://go.ycharts.com/how-advisors-use-ycharts-to-save-clients-money-on-taxes?utm_source=Animal+Spirits

Thanks to Kaplan College for Financial Planning for sponsoring this episode. Learn more about the ABFP Professional Designation Program at: https://www.kaplanfinancial.com/wealth-management/abfp?utm_source=animal_spirits_podcast&utm_medium=podcast&utm_campaign=animal_spirits_partnership&utm_content=abfp

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.

Wealthcast Media, 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 today's show, Michael and Ben are joined by Hamilton Reiner, MD, PM, and Head of US Equity Derivatives at J.P. Morgan Asset Management to discuss: how hedging ladders provide downside protection, the goal of the HELO ETF, hedged equity strategies vs traditional 60/40 portfolios, the impact of volatility on the strategy, 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

Past performance is not indicative of future results. The material discussed has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed.

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.

Wealthcast Media, 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 today's show, Michael and Ben are joined by Samir Kaji, CEO, President, and Co-Founder of Allocate to discuss: what start-up prices look like today, if the free money era is gone forever, VC return dynamics and the power law, 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

Past performance is not indicative of future results. The material discussed has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed.

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.

Wealthcast Media, 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 episode 330 of Animal Spirits, Michael Batnick and Ben Carlson discuss: inflation coming down, the continued strength of the US consumer, Howard Marks on investing for a sea change, the risk-reward in bonds, what would happen if the US government paid off its debts, EMH in crypto, the worst case scenario for the housing market, and much more!

Thanks to iShares for sponsoring this episode. To learn more about the iShares Semiconductor ETF (SOXX), visit: https://www.ishares.com/us/products/239705/ishares-semiconductor-etf

Thanks to Kaplan for sponsoring this episode. Learn more about the Chartered Retirement Plans Specialist designation at: https://www.kaplanfinancial.com/wealth-management/crps?utm_source=animal_spirits_podcast&utm_medium=podcast&utm_campaign=animal_spirits_partnership&utm_content=crps

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.

Wealthcast Media, 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 today's show, Michael and Ben are joined by Jason Anderson, Regional Vice President of Northpointe Bank NMLS# 243209 to discuss: the All-In-One Loan, how interest rates affect home equity lines of credit, who this product may or may not benefit, the dangers of financial engineering, 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

Past performance is not indicative of future results. The material discussed has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed.

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.

Wealthcast Media, 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 episode 329 of Animal Spirits, Michael Batnick and Ben Carlson discuss: why long-term bond yields are rising, the worst bond market sell-off in history, when good news is bad news for the economy, continued strength in the labor market, boomers are holding up the economy, Michael Lewis book review, why millennials are more prepared for retirement, and much more!

Today's episode is sponsored by our friends at YCharts! Start your free trial and get 20% off your first subscription at: https://go.ycharts.com/animal-spirits-referral. Register for the Oct 18th webinar at: https://ycharts.zoom.us/webinar/register/5416962561718/WN_FbGphtSBRPmzoiIYPWiFgw

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.

Wealthcast Media, 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 today's show, Michael and Ben are joined by David Schulhof, Founder and CEO of MUSQ to discuss: what the MUSQ ETF is comprised of, whether or not the music industry is undervalued, the affect Taylor Swift is having on the economy, how AI and blockchain technology might impact the music industry, and much more!

Learn more at: https://www.musqetf.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

Past performance is not indicative of future results. The material discussed has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed.

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.

Wealthcast Media, 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 episode 328 of Animal Spirits, Michael Batnick and Ben Carlson discuss: crazy moves in US Treasuries, how prepared the consumer is for a recession, more positive data on inflation, Michael Lewis and the SBF situation, dark meat chicken, the best 80s movies, and much more!

Nuveen has provided investment excellence for 125 years. Visit https://www.nuveen.com to learn more.

The CFA Program is very difficult, but Kaplan Schweser can help you prepare. Visit https://www.schweser.com/ to learn 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.

Wealthcast Media, 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