Mike Wilson of Morgan Stanley is back for his quarterly appearance! We discuss Nvidia earnings becoming a big macro event (2:00), the AI gold rush (6:45), finding relative value (10:00), interest rates (13:40), active vs. passive investing (23:40), the labor market (25:15), bank stocks (27:00), energy stocks left for dead (30:00), similarities to the late ‘9 ... Show More
Nov 20
The Most Exciting Time In History with CME Group CEO Terry Duffy
Help Support CME Group's Charitable Efforts By Donating To St. Jude Children's Research Hospital
Guy Adami and Dan Nathan are joined by Terry Duffy, CEO and Chairman of CME Group, at the CME Group Tour Championship in Naples, Florida. They discuss a range of topics including B ... Show More
52m 11s
Nov 18
Unless You're Winning, You're Losing with SoFi's Liz Thomas
Guy Adami and Liz Thomas of SoFi discuss a range of topics including recent Japanese economic trends, the impact of a potential Japanese stimulus on global equities, and the weakening yen. They examine the relationships between various market indicators and their departures from ... Show More
22m 41s
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
Feb 2024
Talk Your Book: Putting a Floor on the Nasdaq 100
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 finance, and the popularity of defined outcome products during bull markets, how equity floor ETFs work, Innovator's latest defined ... Show More
37m 46s
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
Apr 2024
Talk Your Book: Hedging Your Portfolio with Options
On today's show, Ben Carlson and Michael Batnick are joined by Eric Metz, President, and Chief Investment Officer of SpiderRock Advisors to discuss, the pending acquisition by BlackRock, covered call performance in a bull market, tax benefits when utilizing options, what's drivin ... Show More
31m 56s
Mar 2025
Is a Recession Coming? (EP.402)
On episode 402 of Animal Spirits, Michael Batnick and Ben Carlson discuss: GDP growth rolling over, the probability of a recession is rising, timing a bear market, Ray Dalio's crash calls, the crypto strategic reserve, the bull market in convenience, why we need Social Security, ... Show More
1 h
Apr 2025
Jesse Felder: Stocks, Bonds & the U.S. Dollar Are All Breaking
Are we heading into a full-blown reset across financial markets? In this explosive interview, Jesse Felder, founder of The Felder Report, joins James Connor to issue a dire warning: stocks, bonds, and the U.S. dollar are all dangerously mispriced, and a major repricing event may ... Show More
56m 58s
Mar 2025
Talk Your Book: A Better 60/40 Portfolio
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by JD Gardner, CIO and Founder of Aptus Capital Advisors to discuss who Aptus is, shifting to riskier portfolios using options, using single stock options to hedge risk, misconceptions a ... Show More
36m 30s
Oct 2024
The 1990s Really Were Better (EP.382)
On episode 382 of Animal Spirits, Michael Batnick and Ben Carlson discuss: an unbelievable run for the stock market, diversification vs. hedging, an unprecedented surge in household wealth, the new normal of negativity, some nostalgia for the 1990s, the stock market doesn't care ... Show More
51m 49s
Mar 2025
Tech Rout Wipes Away $1.1T & Another ‘DeepSeek’ Moment?
Episode 536: Neal and Toby talk about the tech stock meltdown that results in one of the worst days for the tech-heavy Nasdaq. Then, Canada has elected a new prime minister, former banker Mark Carney, who promises to combat US tariffs. Also, another Chinese AI tool just dropped a ... Show More
27m 40s