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Animal Spirits Podcast summaries
Every long episode from Animal Spirits Podcast, read in minutes: the key takeaways, the chapters, and a digest of the whole conversation. 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/podc…
Talk Your Book: The Next Generation of Income Strategies
Mike Laughlin of Janus Henderson explains the rise and mechanics of structured income ETFs, focusing on auto-callable and stability notes as innovative income strategies.
The Wobbly House of Cards (EP. 483)
Michael Batnick and Ben Carlson discuss the intertwined risks and opportunities of AI-driven tech giants, market dynamics, and economic trends shaping the future.
Talk Your Book: Price Is the Ultimate Factor
Bill Mann of Motley Fool Asset Management joins Michael Batnick and Ben Carlson to discuss the enduring relevance of momentum investing, especially in an era of rapid technological change and information spread.
How to Talk To Your Clients About Ray Dalio (EP. 482)
Michael Batnick and Ben Carlson discuss how to talk to clients about Ray Dalio, the state of the stock market, and the implications of AI on society and the economy.
Talk Your Book: Why Aren't There More IPOs?
Christian Magoon, Head of Private Growth Strategies at VanEck, joins Michael Batnick and Ben Carlson to discuss the current state of private markets, why there haven't been more IPOs, and the future of AI and private equity.
Talk Your Book: AI Winners & Losers
Dan Chung, CEO and CIO of Alger, discusses their concentrated portfolio, the current AI revolution, and how it compares to the dot-com boom.
Talk Your Book: Cash Was Easy… Now What?
Brandon Clark, ETF Business Director at Federated Hermes, joins Michael Batnick and Ben Carlson to discuss income investing, investor behavior in response to the yield curve, and the evolution of ETFs in the income space.
Are Free Markets Dead? (EP. 479)
Michael Batnick and Ben Carlson discuss the Treasury's controversial bond buybacks, the state of the housing market, and whether financial professionals are now considered attractive.
Talk Your Book: The Alternative to Alternatives
Matt Radgowski, CEO of Halo Investing, joins Michael Batnick and Ben Carlson to discuss how structured notes and defined outcome ETFs are growing in popularity, and how Halo's new Aura tool helps advisors understand and implement these complex products.
The Best Bear Case on AI (EP. 478)
Michael Batnick and Ben Carlson discuss the current bull market, the financial habits of Gen Z, the surprising success of the 401k, and the economic impact of AI, among other topics.
Talk Your Book: The Most Important Thing Nobody Owns
Steve Schoffstall, managing partner and head of ETFs at Sprott ETFs, discusses the critical materials that are powering the global energy transition and the rise of AI.