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 transcribedThe passing of Jack Bogle, interesting stories from his latest book, how to budget your money effectively, the impact of student loans on the housing...
WeWork's rough patch, why Sears was the Amazon of their day, the relationship between mortgage rates and home prices, how the Japanese economy has def...
The record outflows from stock mutual funds, what a bear market means for the wealth management industry, why timing the market is so hard, recessiona...
Steve Mnuchin's bizarre statement on the health of the banks, huge swings in the market from day-to-day, the causes of the market downturn, can we rea...
the downturn in stocks, is a recession imminent, how often stocks go into a bear market but not a recession, why the Fed is in a no-win position, 2018...
On this week's Talk Your Book we discuss why market cap weighting is so hard to beat when constructing a fund, why cash outperforms the majority of st...
On this week's show we discuss Robinhood's checking & savings debacle, do Millennials care about financial regulations, where to find higher yields on...
We discuss US outperformance over foreign stocks, comparing valuations across countries and markets, why it still makes sense to diversify internation...
Are we in the late cycle, why every correction always feels different, why losses this year are perfectly normal, why a shallow recession and "normal"...
On this week's how we discuss Michael's CNBC appearances, the FIRE movement, making your savings last for 50+ years, when FIRE goes bad, the average a...
Why monetizing content is so difficult, the myth of passive income, is it even possible to sell out in 2018, the difference between investing & gambli...
The 40-year history of the 401k, why the retirement system is far from perfect, the problem with cashing out your 401k, the pros & cons of multi-facto...
Universal basic income, the cost of paying every citizen $1,000/month, the perfect hedge fund, the language of money, the reason for the decline in yo...
A timetable for the next bear market, what impact the mid-term elections have on the markets, how much money FANG CEOs have lost in the downturn, how...
The one thing we're certain of about the markets going forward, why volatility begets more volatility in the markets, expectations vs. the economy, wh...
The housing market, homebuilder stocks, how much mortgage rates matter to the economy, what if there is no next subprime, how to think about inflation...
The current market correction, the myth of the 401k market floor, the problem with 401k loans, the downfall of Sears, the massive size of the student...
The rise of social media in finance, reflections on the humble beginnings of this podcast, the case for investing in bonds, more hedge funds closing,...
The new Howard Marks book on cycles, why super-investors may not be as helpful as you think, how the first Vanguard index fund was run by a part-time...
Bond market losses, why stocks diversify bonds, pot stocks & mini bubbles, Amazon's new microwave, the massive decline in world poverty, parallels to...
