On today's show, Michael Batnick and Ben Carlson are joined by Kristof Gleich of Harbor Capital and Scott Colson of Irrational Capital to discuss how the Human Capital Factor was discovered, what is being measured to quantify the Human Capital Factor, how advisors are utilizing this fund, the importance of portfolio construction when utilizing factors, and m ... Show More
Jun 2025
Why Defensive Stocks Have Disappeared
On this special episode of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Matt Cerminaro and Todd Sohn for the ultimate CHART ON session! They discuss: the Fed, market sentiment, the future of Apple, and much more! This episode ... Show More
58m 47s
Mar 2025
Could Value Stocks Make a Comeback?
<p>As markets grapple with changing macroeconomic dynamics, elevated valuations for growth stocks, and increased volatility, the spotlight could be turning toward value equities. Could this be the moment for US large-cap value investing to shine? How should investors think about ... Show More
20m 32s
Sep 2025
Interview with Dan Ariely: Investing in the Irrational
Dan Ariely, a Professor of Behavioral Economics at Duke University, is the bestselling author of Misbelief, Dollars and Sense, and Predictably Irrational. Motley Fool contributor Rich Lumelleau talks with Ariely about the rational and irrational: Inspiration for studying human be ... Show More
20m 21s
Feb 2024
This Aggression Will Not Stand, Dan
Dan Nathan and Guy Adami are shaking off the Super Bowl hangover and bringing you another episode of ‘On The Tape’. On today’s pod, the guys discuss when to pivot your market view, small caps lagging, concentration in a handful of mega-cap tech stocks, the market discounting bad ... Show More
32m 35s
Sep 2024
Even Every Winner Hits A Losing Streak
Guy Adami, Dan Nathan and Danny Moses are focusing on recent weak data from China and the U.S., the Federal Reserve's potential interest rate decisions, and the state of the job market. They also examine the impact of AI on tech stocks such as NVIDIA, Microsoft's integration of A ... Show More
46m 27s
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Ryan Lovell from Chainlink to discuss: how ... Show More
On episode 448 of Animal Spirits, Michael Batnick and Ben Carlson discuss geopolitical risk in the markets, rising bond yields, why small caps are breaking out, running the economy hot, househ ... Show More
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Jeff Schwarte from Simplify ETFs to discuss: ba ... Show More
