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Every episode
Animal Spirits Podcast
30 episodes
Talk Your Book: The Most Important Thing Nobody Owns
Aug 17, 2026 · 28 min
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Steve Schoffstall from Sprott ETFs to discuss: investing in critical materials, how technology shapes commodity demand, how to invest in the future and much more.&…
Depressed Day Traders (EP. 477)
Aug 12, 2026 · 1 hr 22 min
On episode 477, Michael Batnick and Ben Carlson discuss: new all-time highs in the stock market, AI is the only thing that matters, emerging markets are cheap, 1987 crash calls, things rich people and poor people have in common, day trading is hard, how often you should check your portfolio, early retirement, housing market recessions and much more. This episode is sponsored by Xtrackers by DWS. Find out more at http://xtrackers.com/ Sign up for The Compound newsletter and never miss…
Talk Your Book: Why Momentum Investing Works
Aug 10, 2026 · 28 min
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by John Lewis from Nasdaq Dorsey Wright to discus: how the momentum factor works, why it works, how to implement it correctly and where the diversification benefits can help…
When Genius Failed, Again (EP. 476)
Aug 5, 2026 · 1 hr 21 min
On episode 476, Michael Batnick and Ben Carlson discuss: a crazy month in the stock market, Situational Awareness, leverage always gets you, the semiconductor crash, 60/40 will never die, the behavior gap lives, One Wish Willow for the economy, a theory about the Fed, the economy is still booming, apathy for Bitcoin, the biggest movie weekend ever and much more. This episode is sponsored by YCharts. To get your copy of Top 10 Visuals, and receive 20% off your first YCharts Professional subscript…
45 Million Rich Households (EP. 475)
Jul 29, 2026 · 1 hr 7 min
On episode 475, Michael Batnick and Ben Carlson discuss: a good sign for the bull market, semoconductor stocks crashing, why valuations keep falling, everyone is bearish about bonds, South Korea traders, how big SpaceX could get, why people keep spending money, Netflix is still dominating streaming, why there aren't more IMAX theaters and more. This episode is sponsored by YCharts and Calamos. To learn more and get 20% off your initial YCharts Professional subscription to take Y for a spin (new…
Talk Your Book: Is Crypto Dead?
Jul 27, 2026 · 31 min
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Grayscale's Krista Lynch to discuss: the current sentiment surrounding crypto, Hyperliquid, building out the crypto infrastructure, what happened to Ethereum, stablecoins and…
Say Bubble One More Time. I Dare You! (EP. 474)
Jul 22, 2026 · 1 hr 18 min
On episode 474, Michael Batnick and Ben Carlson discuss: the bloodbath in certain tech stocks, investor behavior in South Korea, a normal market environment, the Mag 7 shine has worn off, Nike lost its moat, why we don't have recessions anymore, boomers aren't downsizing, stocks vs. housing as an investment, Netflix is crashing, m…
Talk Your Book: Private Credit’s Next Act
Jul 20, 2026 · 33 min
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Alona Gornick from Churchill from Nuveen to discuss: credit market cycles, an update on private credit, investing in the middle market and more. Find complete show notes on our…
Will the Fed Buy Stocks? (EP.473)
Jul 15, 2026 · 1 hr 12 min
On episode 473 of Animal Spirits, Michael Batnick and Ben Carlson discuss: hyperscalers vs. semiconductors, 10 reasons to be bearish, Nvidia is cheap, analysts are good at forecasting earnings, why small caps are booming, investors still chase performance, why the stock market is more important now, the AI doomers are wrong (for now),…
Talk Your Book: Do We Need the Federal Reserve?
Jul 13, 2026 · 35 min
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Alex Morris from F/m Investments to discuss: the Fed, what the bond market is telling us, the debasement trade, Kevin Warsh and more. To learn more about F/m Investments and ou…
10 Reasons to be Bullish (EP. 472)
Jul 8, 2026 · 1 hr 12 min
On episode 472 of Animal Spirits, Michael Batnick and Ben Carlson discuss: why the vibecession is over, experience vs. expertise, reasons to be bullish, reasons to be bearish, small caps on are fire, market concentration, Samsung's ridiculous profits, retail investors are moving markets, owning the biggest stock, it's expensive to liv…
Talk Your Book: How SpaceX Got Into the Nasdaq 100
Jul 6, 2026 · 28 min
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Invesco's Paul Schroeder to discuss: the Nasdaq 100, index methodology, tech fundamentals, fast entry timelines for IPOs and more. Find complete show notes on our blogs... Ben Carlson’s …
Is Debt Fueling the Rally? (EP. 471)
Jul 1, 2026 · 1 hr 13 min
On episode 471 of Animal Spirits, Michael Batnick and Ben Carlson discuss: all-time highs in margin debt, the small cap rally, the hyperscaler dilemma, why Micron is up so much, everything is outperforming the Mag 7, concentration is normal, no signs of a recession, rich people everywhere, the pizza bear market and more. This episode…
Talk Your Book: Investing in the Power Grid
Jun 29, 2026 · 29 min
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Ryan Issakainen from First Trust to discuss: investing in the buildout of a new power grid, AI bottlenecks, data centers, thematic ETFs and more. Find complete show notes on our blogs... Ben…
Everything is Outperforming the S&P 500 This Year (EP. 470)
Jun 24, 2026 · 1 hr
On episode 470 of Animal Spirits, Michael Batnick and Ben Carlson discuss: why diversification is working again, how AI is creating more winners and losers in the stock market, why the Mag 7 is underperforming, the triple-digit club, why investors are holding more cash, rich people who complain too much, what makes America great, AI is di…
Talk Your Book: AI Is Not a Bubble
Jun 22, 2026 · 30 min
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Dr. Ankur Crawford from Alger to discuss: what everyone is getting wrong about the AI trade, why this technology is different, letting the market tell you if you're wrong or right, and how to man…
How Much is $1 Trillion? (EP. 469)
Jun 17, 2026 · 1 hr 9 min
On episode 469 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the desire to call an AI top, the SpaceX IPO frenzy, taking profits, why value is beating growth, why EM is beating the US, the markets were right about the war, agentic trading, 3% mortgages vs. 4% inflation, the politics of AI, the Rule of 55, a Knicks title for Mich…
Talk Your Book: The Case for Investing in Emerging Market Bonds
Jun 15, 2026 · 32 min
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Eric Fine from VanEck to discuss: how emerging markets have changed, geopolitical risk, currencies, AI and more. Find complete show notes on our blogs... Ben Carlson’s …
The Teflon Economy (EP. 468)
Jun 10, 2026 · 1 hr 17 min
On episode 468 of Animal Spirits, Michael Batnick and Ben Carlson discuss: NBA Finals ticket prices, AI's lack of impact on the labor market, one day of carnage in the stock market, prices drive the narrative, the Mag 7 is underperforming, tech is eating the stock market, the SpaceX IPO, the first $1 trillion ETF, the retail trading boom, the cry…
Talk Your Book: Diversification in Private Assets
Jun 8, 2026 · 28 min
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Danielle Singer from Invesco and Ben Linder from LGT Capital Partners to discuss: investing in private markets, portfolio construction, illiquidity and more. Find c…
The Biggest Short Squeeze of All-Time (EP. 467)
Jun 3, 2026 · 1 hr 7 min
On episode 467 of Animal Spirits, Michael Batnick and Ben Carlson discuss: peak FOMO, chip stocks going nuclear, 1990s stock market flashbacks, trillion dollar IPOs, the AI trade is global, the bear case, a tale of two bull markets, bad luck in the real estate industry, South Korea's boom, movies are back and more. This episode is sponsored by: Inves…
Talk Your Book: Why Rising Rates Won't Hurt You Anymore
Jun 1, 2026 · 32 min
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Ben Barber from Franklin Templeton to discuss: investing in municipal bonds, how to think about rising rates, misunderstandings of the muni bond market and more. To learn more about Franklin Tem…
A Fire Alarm For Interest Rates (EP. 466)
May 27, 2026 · 1 hr 1 min
On episode 466 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the SpaceX IPO, index fund bag holders, the pros and cons of rising bond yields, the markets got the war right, how consumer sentiment broke, the Bezos tax plan, AI optimism, did crypto miss its moment, the coming renovation boom, dad books and more. This episode is sponsored…
Talk Your Book: Investing in the Rise of the Robots
May 25, 2026 · 35 min
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Derek Yan from KraneShares to discuss: the investment opportunity in humanoid robots, how far away we are from a more robotic world, the implications for investors, workers, an aging population and more…
The Fat Pitch For Bears (EP. 465)
May 20, 2026 · 1 hr 6 min
On episode 465 of Animal Spirits, Michael Batnick and Ben Carlson discuss: what can stop the stock market, Nvidia is too big, the boy who cried wolf predictions, market timing reminders, Michael Burry crash calls, AI portfolio strategies, AI is the new Netflix, the robots are coming, rich people who aren't happy, Harrison Ford, Martin Short and more. Thi…
Talk Your Book: Is the Nasdaq 100 in Another Bubble?
May 18, 2026 · 30 min
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Mark Marex from Nasdaq to discuss: the differences between now and the dot-com bubble, the fundamentals of the Nasdaq 100, AI's impact on the stock market and more. Find complete show notes on our blogs... Ben C…
This Won't End Well (EP. 464)
May 13, 2026 · 1 hr 12 min
On episode 464 of Animal Spirits, Michael Batnick and Ben Carlson discuss: Ben's new book Risk & Reward, an epic melt-up in the stock market, semiconductor stocks going berserk, why this isn't a bubble (yet), South Korean stocks, AI portfolios & advisors, why young people are so angry, soccer dads & crypto, longevity risk and more. This episode is sponsored…
The Stock Market Is Doing Something We’ve Never Seen Before (EP. 463)
May 6, 2026 · 1 hr 6 min
On episode 463 of Animal Spirits, Michael Batnick and Ben Carlson discuss: Paul Tudor Jones on market valuations, how many people own stocks, mind-boggling numbers from the hyperscalers, a lost decade for bonds, why higher gas prices sting, some macro prediction rules, government debt levels, Jevon's Paradox, prediction market winners and losers and much more. T…
Talk Your Book: Animal Spirits Live with F/m Investments
May 4, 2026 · 57 min
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Alex Morris from F/m Investments for a live show recorded in Washington D.C. that covers inflation, the Fed, AI, tax alpha and much more. Definitions of terms from the episode - AG Index: Evaluates the performance o…
Paycheck-To-Paycheck on $500,000? (EP. 462)
Apr 29, 2026 · 1 hr 4 min
On episode 462 of Animal Spirits, Michael Batnick and Ben Carlson discuss: how AI will impact wealth management, a stock market boom for the ages, why the Fed never created a financial crisis, an ode to Tim Cook, the world's biggest ETF, ridiculous car payments, AI job market winners and losers, surveys are broken, the dreaded mid-life crisis and more. This epis…
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