Animal Spirits Podcast

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 transcribed
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Business

Free Oil (EP.140)

Episode Date: April 22, 2020

We discuss fairness in the bailout process, why no one believes in this market, why it's been so difficult to outperform the market during this bear,...

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Business

The Second Wave (EP.139)

Episode Date: April 17, 2020

We discuss the path to normalcy, why the economy is going to be operating at partial capacity for some time, when people will begin flying again, why...

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Business

Mountains of Debt (EP.138)

Episode Date: April 15, 2020

On this week's show we discuss the pandemic's impact on Disney, when people will be willing to go to large events in the future, private equity compan...

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Business

The Fed's Bazooka (EP.137)

Episode Date: April 10, 2020

We discuss the latest unemployment numbers, the massive help coming from the Fed, why markets are so confusing at the moment, a new theory on forward...

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Business

Some Good News (EP.136)

Episode Date: April 8, 2020

On this week's show we discuss some good news out of NYC, can this ever be over until we have a vaccine, why this is more like a war than a financial...

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Business

The Great Unwind (EP.135)

Episode Date: April 3, 2020

We discuss the enormous effort from the science community to find a vaccine, using history as a guide even when every bear market is different, a wild...

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Business

Oil's 1987 Moment (EP.129)

Episode Date: March 11, 2020

On this week's episode we talk about the carnage in the stock market, the huge drop in oil prices, going from the fear of missing out to the fear of b...