Talk Your Book: The Companies Are Fine
Episode Date: December 11, 2023On today's Talk Your Book, Ben Carlson and Michael Batnick are joined by Alex Morris, CIO and President of F/m Investments to discuss: F/m Investments...
Animal Spirits is a show about markets, life, and investing. Join Michael Batnick and Ben Carlson as they talk about what they're reading, writing, listening to and watching. Look for new episodes every Wednesday morning. See our disclosures here - https://ritholtzwealth.com/podcast-youtube-disclosures/
687 episodes transcribedOn today's Talk Your Book, Ben Carlson and Michael Batnick are joined by Alex Morris, CIO and President of F/m Investments to discuss: F/m Investments...
On episode 337 of Animal Spirits, Michael Batnick and Ben Carlson discuss: Charlie Munger, how much the Fed really matters, negativity bias in America...
On today's Talk Your Book, Ben Carlson and Michael Batnick are joined again by Sal Gilbertie, CEO of Teucrium to discuss the golden grain cycle, the c...
On episode 336 of Animal Spirits, Michael Batnick and Ben Carlson discuss: why people keep spending so much money, long droughts between new highs in...
On this episode, Michael Batnick and Ben Carlson are joined by Nuveen Portfolio Manager Nick Travaglino to discuss the bond market, the Fed, fixed inc...
On episode 335 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the blowout year for the Nasdaq 100, how experience shapes investment decis...
On episode 334 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the Fed's victory over inflation, what Americans get wrong about inflation,...
On today's show, Michael Batnick and Ben Carlson are joined by Chris Kuiper, Director of Research at Fidelity Digital Assets to discuss: fundamental r...
On episode 333 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the cooling labor market, why the 60/40 portfolio looks more attractive now...
On today's show, Michael and Ben are joined by Alex Morris, Co-Founder and CIO of the US Benchmark Series to discuss: making bets on duration, risks o...
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 t...
On today's show, Michael and Ben are joined by Brendan Ahern, CIO of Kraneshares to discuss: the creation of Kraneshares Luxury ETF, demographic trend...
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...
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:...
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...
On episode 330 of Animal Spirits, Michael Batnick and Ben Carlson discuss: inflation coming down, the continued strength of the US consumer, Howard Ma...
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 Lo...
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 his...
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 t...
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,...