About this episode
Nov 26
The Joby bull case with Charles Lemonides, Roaring 2020’s with Ed Yardeni, Alphabet vs Nvidia
On this TCAF Tuesday, Josh sits down with Charles Lemonides, founder of ValueWorks, to discuss the future of flight and how soon we might see flying cars taking to the skies. Charles makes the case for Joby and dives deep into why he thinks it stands above the rest in the eVTOL s ... Show More
1h 47m
Nov 21
The Case for a Year-End Melt-Up
1 h
Nov 19
Only One Thing Can Stop the AI Crash, Worst Drawdowns, Blue Owl vs Apollo
1h 9m
Mar 2025
Investment Clinic: I'm 67 - will US stocks crash my retirement?
Sixty-seven-year-old Paul invests using index funds. Over the years, his exposure to US tech stocks has helped him build up a sizeable retirement pot — but recent stock market volatility is making him worry.Now that he’s no longer working, Paul wonders if he should diversify into ... Show More
24m 44s
Jun 2025
A Bubble is Coming (EP. 416)
On episode 416 of Animal Spirits, Michael Batnick and Ben Carlson discuss the stock market bet of the century, the most interesting market environment ever, positive trends in retirement saving, Europe is outperforming, downturns might be different now, the Fe ... Show More
1h 12m
Aug 2023
Fitch's U.S Debt Downgrade Was Justified | Danielle DiMartino Booth
Danielle DiMartino Booth CEO & Chief Strategist, QI Research joins Forward Guidance for a special episode from Camp Kotok.
We discuss the past 3 years in both the economy and markets, Fitch's recent AAA downgrade on U.S debt & the lingering stress in commercial real estate. To h ... Show More
27m 28s
Aug 11
Introducing the Rachman Review: Is the US heading for a debt crisis?
This week on the Economics Show, we're bringing you an interview with Ray Dalio, from our foreign affairs podcast, the Rachman Review. It originally broadcast on July 3.Gideon talks to Ray Dalio, founder of Bridgewater Associates, the world’s largest hedge fund and author of a ne ... Show More
24m 3s
Aug 2024
Crypto Update | What Could A Recession Mean for Crypto Markets?
The latest price moves and insights with Jennifer Sanasie.
To get the show every day, follow the podcast here.
CoinDesk's Jennifer Sanasie weighs in on the recent rebound of the crypto markets following the plunge in stocks due to growing recession fears in the U.S. Plus, impact ... Show More
4m 51s
Nov 12
50-year mortgages are a bad idea, how to check for ETF overlap & why the Big Banks are struggling
Fifty-year mortgages are being pushed by President Trump in the US. Could this be the fix for housing affordability, or a ticking time bomb for long-term financial stability?We also tackle a community question about the hidden dangers of ETF overlap and what it really means for y ... Show More
32m 24s
Oct 2024
The Cost of the American Dream (EP.384)
On episode 384 of Animal Spirits, Michael Batnick and Ben Carlson discuss: changing narratives in the markets, why interest rates are rising, why you should never take macro advice from hedge fund managers, why the S&P 500 is so hard to beat, living paycheck-to-paycheck on $150k, ... Show More
1h 2m
May 2024
Talk Your Book: Growth Stage Debt Investing
On today's show, Ben Carlson and Michael Batnick are joined by Kyle Brown, CEO, President, and CIO of Trinity Capital to discuss how the Trinity Capital structure works, how venture debt investing works, understanding execution risk vs technology risk, Trinity's 5 income-generati ... Show More
32m 49s
Nov 2024
A Once in a Lifetime Investment Opportunity (EP.385)
On episode 385 of Animal Spirits, Michael Batnick and Ben Carlson discuss: Warren Buffett's massive cash pile, the performance of the average stock this year, the Polymarket whale, markets in everything, Twitter replies now and then, the cost of college is going down, Bitcoin is ... Show More
1h 12m
Aug 2024
Millennials’ Wealth Crisis: Have They Missed Their Shot at Financial Freedom?
In this replay of their weekly livestream, Ken and Danille McElroy discuss the financial challenges Millennials face as they navigate their prime earning years amidst rising debts and unaffordable housing. Discover actionable strategies to build wealth, despite the odds, and secu ... Show More
34m 53s
“Student debt has negatively impacted many American’s lives, but it’s not a crisis that I believe warrants an expansion of the government balance sheet to the tune of multiple trillions of dollars. Like anytime the government puts their thumb on the proverbial scale, actions have repercussions and should be carefully weighted ahead of time.”
Andrew Thrasher ... Show More
On episode 218 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Warren Pies to discuss: Nvidia earnings, how the market will end the year, solutions to America's housing affordability crisis ... Show More
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael Batnick!
This episode is sponsored by Public. Fund your account in five minutes or less by visiting http://public.com/WAYT
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