Talk Your Book: Balancing Risk and Yield
Episode Date: September 2, 2024On today's show, we are joined by Priya Misra, Portfolio Manager for the JPMorgan Core Plus Bond ETF to discuss why private credit has gotten so popul...
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 show, we are joined by Priya Misra, Portfolio Manager for the JPMorgan Core Plus Bond ETF to discuss why private credit has gotten so popul...
On episode 375 of Animal Spirits, Michael Batnick and Ben Carlson discuss: Jerome Powell's speech at Jackson Hole, Nvidia millionaires, financial voic...
On today's show, we spoke with Brandon Nelson, Senior Portfolio Manager for Calamos to discuss Calamos' favorite small cap sectors, why small caps hav...
On today's show, we are joined by Michael Sidgmore, Partner and Co-Founder of Broadhaven Ventures to discuss all things Alternatives, how that world h...
On episode 374 of Animal Spirits, Michael Batnick and Ben Carlson discuss: what an average year in the stock market looks like, Seinfeld on consumers,...
On today's show, we are joined by Kevin Walkush, Portfolio Manager at Jensen Investment Management to discuss what quality means to Jensen, why META w...
On episode 373 of Animal Spirits, Michael Batnick and Ben Carlson discuss: a history of stock market flash crashes, the end of the travel boom, why th...
On today's show, we are joined by Jerry Prior III, COO & Senior Portfolio Manager of Mount Lucas Management to discuss what managed futures are, how p...
On episode 372 of Animal Spirits, Michael Batnick and Ben Carlson discuss: market mayhem, Japan's 1987 crash moment, Jerome Powell's legacy game at Ja...
On today's Talk Your Book, we are joined by Mike Simonsen, Founder and President of real estate analytics firm Altos Research to discuss how easy to a...
On episode 371 of Animal Spirits, Michael Batnick and Ben Carlson discuss: how small cap stocks got so cheap, how to improve your chances of outperfor...
On today's show, we are joined by Jay Jacobs, U.S. Head of Thematic and Active ETFs to discuss BlackRock's favorite Mega Force themes to invest in, in...
On today's show, Michael Batnick and Ben Carlson are joined by Kristof Gleich of Harbor Capital and Scott Colson of Irrational Capital to discuss how...
On episode 370 of Animal Spirits, Michael Batnick and Ben Carlson discuss: why the stock market doesn't care who the president is, the U.S. stock mark...
On today's show, we spoke with Matt Middleton, Founder and CEO of Future Proof to discuss changes and updates to Future Proof 2024, breakthru meetings...
On episode 369 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the two types of Fed rate cuts, a positive outcome from high inflation, the...
On today's show, Ben Carlson and Michael Batnick spoke with Eric Crittenden, CIO of Standpoint Asset Management to discuss adjusting for bias within d...
On episode 368 of Animal Spirits, Michael Batnick and Ben Carlson discuss: why the stock market never really changes, why this is the hardest it's eve...
On today's show, Ben Carlson and Michael Batnick are joined by Ben Santonelli, Lead Portfolio Manager of Polen Capital's Credit Opportunities Strategy...
On today's show, Ben Carlson and Michael Batnick are joined by Coby Lefkowitz, Partner at Backyard to discuss why homebuilding has slowed, why buildin...