logo
episode-header-image
Nov 2023
1h 8m

You Can't Quantify Happiness (EP.335)

THE COMPOUND
About this episode

On episode 335 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the blowout year for the Nasdaq 100, how experience shapes investment decisions, transitory inflation arguments, where prices have risen the most, who got the biggest wage gains, why housing prices refuse to crash, where to find affordable houses, why you can't trust sentiment surveys, and much more!


Thanks to YCharts for sponsoring this episode! Register for Michael and Ben's year-end wrap up at: https://ycharts.zoom.us/webinar/register/1316977225613/WN_ZwvEURfASPK06-zAxVKEWA


Find complete show notes on our blogs...

Ben Carlson’s A Wealth of Common Sense

Michael Batnick’s The Irrelevant Investor

Feel free to shoot us an email at animalspirits@thecompoundnews.com with any feedback, questions, recommendations, or ideas for future topics of conversation.

 

Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com

 

Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.

Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Up next
Yesterday
A 25 Year Bull Market (EP. 420)
On episode 420 of Animal Spirits, ⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠⁠ discuss faster recoveries in the stock market, the potential for an even longer bull market, pros and cons of deregulation, zooming out on the dollar, why taxes never rise, a weak jo ... Show More
1h 5m
Jul 7
Talk Your Book: Autocallable Income
On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Matt Kaufman, Senior Vice President and Head of ETFs at Calamos to discuss the Calamos Autocallable Income ETF (CAIE), a first-of-its-kind fund ... Show More
34m 19s
Jul 5
Talk Your Book: How Public’s Winning the Great Wealth Transfer
On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Leif Abraham, Co-Founder and Co-CEO of Public to discuss updates in fintech, the brokerage industry, and an evolving investor landscape. Find compl ... Show More
35m 33s
Recommended Episodes
Nov 2023
The Credit Crunch Is Just Beginning
On this special episode of TCAF Tuesday, Michael Batnick, Barry Ritholtz, and Downtown Josh Brown are joined by Campbell Harvey to discuss: the state of the economy, the yield curve indicator, the next recession, and much more! This episode is sponsored by LifeX. Learn more at: l ... Show More
1h 4m
Nov 2023
The Fed’s Gonna Cut
On episode 118 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Kevin Simpson to discuss: covered call strategies, the Fed, Warren Buffett's latest moves, and much more! This episode is sponsored by Kraneshares. To learn more about the KraneShare ... Show More
1h 9m
Feb 2024
They don't usually ring a bell at the top, but...
On this TCAF Tuesday, Join Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance! On this episode they discuss: CPI, an update on earnings, Nvidia, Amazon stock, mystery charts, ... Show More
1h 1m
Mar 2024
I’d Rather Be A Bull: A Conversation with David Rosenberg
On this episode of “On The Tape,” David Rosenberg of Rosenberg Research joins Dan Nathan and Guy Adami for the full show! Topics they hit include what the bears got wrong about the stock market (2:30), market concentration (8:00), liquidity (11:45), the AI boom comparisons to the ... Show More
50m 2s
Nov 2021
Life, Liberty, and the Pursuit of Tokens
On this week's episode of The Compound & Friends, Michael Batnick, Jim O'Shaughnessy, Phil Huber, and Downtown Josh Brown discuss: selling a business, tail risks, tech innovations and politics, FinTechs buying media companies, financial influencers, investing in collectibles, Phi ... Show More
1h 24m
Jun 2021
Get Back to Work
On this week's episode of The Compound & Friends, Michael Batnick, Doug Boneparth, and Downtown Josh Brown discuss: the Fed decision, universal basic income, Wall Street's return to the office, student loans, the health benefits of coffee, horror movies, and more! Follow Michael' ... Show More
1h 17m
Jun 2024
Biden/Trump Debate Moves Prediction Markets & Amazon’s Plan to Take Down Temu and Shein
Episode 354: Neal and Toby recap the 1st presidential debate between President Biden and Republican nominee Donald Trump. Then, the Supreme Court rejects the Purdue Pharma settlement that would’ve sent billions to treatment programs affected by the opioid crisis but shielded the ... Show More
28m 21s
Jun 2024
Mid-Year Market Update: Are Things As Good As They Seem?
We’re halfway through the year, and it’s time to take stock. The AI narrative continues to power the equity bull market. Central banks have started to cut interest rates. And the US Presidential election looms large. We debate if things are as good as they look and what risks lie ... Show More
39m 1s
Jul 2021
Ultra High Net Worth
On this week's episode of The Compound & Friends, Michael Batnick, Jason Snipe, and Downtown Josh Brown discuss: retail investors, dissatisfied advisors, CapGemini's ultra high net worth survey, underrated stocks, payment for order flow, the Knicks, stadium naming rights, and mor ... Show More
1h 20m
May 2024
Cool The Engines
Guy Adami and Liz Young break down the top market headlines and bring you stock market trade ideas for Wednesday, May 22nd Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe--About the Show:MRKT Call is a daily video series with CNBC Fast Money’s Guy Ada ... Show More
57m 18s