The Fed Should Cut Already (EP.348)
Episode Date: February 21, 2024On episode 348 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the people you see on every vacation, the cure for the loneliness epidemic,...
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 episode 348 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the people you see on every vacation, the cure for the loneliness epidemic,...
On today's show, Ben Carlson and Michael Batnick are joined by Bruce Bond, Co-Founder and CEO of Innovator Capital Management to discuss: behavioral f...
On today's show, Ben Carlson and Michael Batnick are joined by Jared Dillian to discuss his new book No Worries: How To Live a Stress-Free Financial L...
On episode 347 of Animal Spirits, Michael Batnick and Ben Carlson discuss: why McDonald's is getting more expensive, the prospects for another bear ma...
On today's show recorded in person at the New York Stock Exchange, Ben Carlson and Michael Batnick are joined by Kay Herr and Rick Figuly of JP Morgan...
On episode 346 of Animal Spirits, Michael Batnick and Ben Carlson discuss: concentration risk in the US stock market, economic dominance from the Unit...
On today's show, Ben Carlson and Michael Batnick are joined again by Bob Long, CEO of StepStone to discuss: - What investments StepStone is making wit...
On episode 345 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the types of people you see on every flight in America, why new highs in th...
On this episode of Talk Your Book, Michael Batnick and Ben Carlson are joined by Alex Morris, CIO of F/m Investments to discuss: 2024 rate cut possibi...
On episode 344 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the average length of bull and bear markets, what's up with small cap stock...
On this episode, Michael Batnick and Ben Carlson are live at FARMCON to discuss: the macro economy and inflation in 2023 and 2024, commodity trading w...
On episode 343 of Animal Spirits, Michael Batnick and Ben Carlson discuss: setting return expectations moving forward, US Large Cap stocks generating...
On this episode, Michael Batnick and Ben Carlson are joined again by Chris Shuba, Founder and CEO of Helios Quantitative Research to discuss: the expe...
On episode 342 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the biggest winners and losers of 2023 in the markets, short-term vs. long-...
On today's show we discuss 2023 market performance, a bunch of 2024 predictions, our favorite historical stock market return series, the high quality...
On episode 340 of Animal Spirits, Michael Batnick and Ben Carlson discuss: Christmas arguments, green shoots in prices, 1940s vs. 1970s inflation, why...
On this episode, Michael Batnick and Ben Carlson are joined by Todd Morris, International Growth Portfolio Manager and Analyst for Polen Capital to di...
On episode 339 of Animal Spirits, Michael Batnick and Ben Carlson discuss: mission accomplished from the Fed, what comes after a soft landing, new hig...
On this episode of Talk Your Book, Ben Carlson and Michael Batnick are joined by, Marco Hanig, Managing and Founding Principal of Alternative Fund Adv...
On episode 338 of Animal Spirits, Michael Batnick and Ben Carlson discuss: good news on the economy, why the stock market loves lower inflation, did E...