How can individual investors learn to navigate all the resources and information available? Is real estate still a worthwhile investment in a volatile market? What role can social media play in informing your investment choices? This episode, we’ll hear from Ben Carlson, Director of Institutional Asset Management at Ritholtz Wealth Management. Author of four ... Show More
Sep 2
From Copper to Coffee: What’s Driving Commodities in Today’s Market
Commodities span far beyond gold. From precious metals and energy to agriculture, they can offer investors another way to think about markets and portfolio diversification. Kathy Kriskey, Head of Alternatives Product Strategy at Invesco, joins SoFi Chief Market Strategist, Liz Th ... Show More
48m 55s
Aug 26
Today’s Housing Market Explained: What Comes Next?
Housing prices are through the roof, mortgage rates are high and rents continue to climb. So what’s driving today’s challenging housing market? This week, Jonathan Miller, CEO of Miller Samuel, joins SoFi Chief Market Strategist Liz Thomas to break down the forces shaping today’s ... Show More
52m 23s
May 2023
Navigating a High Rate Market: Buying a Home, Preparing for a Recession and Where to Put Cash with Ben Carlson
#117: Author and financial advisor Ben Carlson joins Chris to share insights on the current state of the market. They discuss the impact of aggressive Fed rate hikes and the unintended consequences, including the debt ceiling and regional bank collapses. Ben also shares his exper ... Show More
56m 38s
Feb 2024
Talk Your Book: Investing for Income
On today's show, Ben Carlson and Michael Batnick are joined by Josh Greco, Senior VP and Senior Institutional Portfolio Manager for Franklin Income Investors to discuss: asset allocation decisions within multi-asset funds, how rate changes affect portfolio yield, investors overal ... Show More
39m 43s
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
32m 11s
Jan 2024
Talk Your Book: What's Going on in the Bond Market?
On this episode of Talk Your Book, Michael Batnick and Ben Carlson are joined by Alex Morris, CIO of F/m Investments to discuss: 2024 rate cut possibilities, the difficulty of forecasting, and why everyone got 2023 so wrong, utilizing spreads as a forecasting tool, why solving fo ... Show More
37m 36s
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
38m 1s
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 45s
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
33m 4s
Jun 2024
Talk Your Book: Growth Stock Concentration
On today's show, Ben Carlson and Michael Batnick are live from Charleston, joined by Kathleen McCarragher, a Portfolio Manager for Jennison Associates and Harbor Capital to discuss market concentration within the S&P 500, how growth managers combat high-flying stocks within the i ... Show More
38m 48s
Jun 2023
Talk Your Book: Advisor Best Practices
On today's show, Michael and Ben are joined by Chris Shuba, founder and CEO of Helios to discuss: ETFs vs. direct indexing, why differentiation matters for advisors, utilizing content to drive business, where the wealth management business goes from here, and much more!
Find c ... Show More
39m 4s
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by John Burrello, Senior Portfolio Manager at Invesco to discuss: their Income Advantage suite of ETFs, how options work, ... Show More
