Animal Spirits Podcast

Latest Episodes:

Oil's 1987 Moment (EP.129) Mar 11, 2020

Show notes

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 being in, why moves in the markets feel like they're happening faster than ever, some context around the plunge, are investors overreacting, the Fed's bazooka, why bonds are scarier than stocks right now and much more.

Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Like us on Facebook And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.

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A Random Watch Down Wall Street: The Founder Mar 09, 2020

Show notes

On this week's business movie re-watch, we discuss The Founder, the Michael Keaton movie from 2016 about Ray Kroc and how he built McDonald's into an empire from humble beginnings.

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The Emergency Rate Cut (EP.128) Mar 04, 2020

Show notes

On this week's show we discuss the wild moves in the stock market, the emergency rate cut by the Fed, the chances the coronavirus leads to a recession, the crazy move lower in interest rates, Robinhood's issues, the industries most impacted by the pandemic and much more.

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Talk Your Book: Investing in Commodities Mar 02, 2020

Show notes

On this week's Talk Your Book Michael and Ben talk all things commodities with Yale's Geert Rouwenhorst and John Love from USCF Investments.

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Michael's Worst Investment Ever (EP.127) Feb 26, 2020

Show notes

On this week's episode, we discuss the impact of the coronavirus, ramifications of the asset management mergers because of commission-free trading, why the top 1% isn't static, why bond yields are so low, cashing out your 401k to pay for business school and more.

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What Makes People Happier Than Money (EP.126) Feb 19, 2020

Show notes

On this week's show we discuss the wealth inequality problem, how to get more people invested in financial assets, who gets hit the hardest during the next market crash, overcrowding in the private markets, concentration in the U.S. stock market, intellectual index funds debates, the benefits of working out and more.

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A Random Watch Down Wall Street: Margin Call Feb 17, 2020

Show notes

On this edition of a Random Watch Down Wall Street we re-visited Margin Call, the 2011 fictional movie about the 2008 financial crisis from the perspective of the various employees at an investment bank that is potentially going under. We discuss where this one sits on the pantheon of business movies, the wonderful cast and how well this has aged over time.

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Everybody's Trading (EP.125) Feb 12, 2020

Show notes

On this week's show, we discuss the rise of TikTok Tesla traders, material signs of wealth, the generational wealth gap, why so much money is going into bond funds, why NYC is the enemy of personal finance, the Coronavirus and much more.

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Talk Your Book: How To Create Income in Your Portfolio Feb 10, 2020

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On today's show, we talk with John Schonberg, portfolio manager of the Covered Bridge Fund. John explains how they derive income in this strategy by selling covered calls, and how this could fit into an overall portfolio.

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Do Economies Need to Go Bust? (EP.124) Feb 05, 2020

Show notes

On today's show we discuss the amazing run by Tesla's stock, why markets aren't like casinos, Ray Dalio's beef with the WSJ, Zeri Hedge getting banned from Twitter, sports gambling as the next stock-picking, why more risk doesn't always equal higher returns and much more.

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