About this episode
Today
How Ron Baron Became the Greatest Fund Manager of All Time
1h 14m
Jul 21
Google Earnings Preview, SpaceX Gives Us a Date, Internals Heat Check, Biotechs Rally
1h 1m
Jul 17
You’re About to See the Real AI Winners Stand Up
1h 28m
May 2023
Something Has to Break (EP.310)
On today's show, Michael Batnick and Ben Carlson discuss Ben's guiding philosophy on life and markets, why people buy and sell stocks at the wrong times, NVIDIA's crazy run, why the economy remains so resilient, historic income gains at the bottom, greedflation, The Succession fi ... Show More
57m 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
Aug 2024
What is Wealth? (EP.375)
On episode 375 of Animal Spirits, Michael Batnick and Ben Carlson discuss: Jerome Powell's speech at Jackson Hole, Nvidia millionaires, financial voices you can safely ignore, housing affordability, what it takes to be considered wealthy, every generation thinks they have it bad, ... Show More
1h 14m
Jun 2023
Talk Your Book: The Electrification of America
On today's show, Michael and Ben are joined by Timothy Kramer, Founder and CEO of CNIC Funds to discuss investing in electricity, how CNIC Funds work, volatility in the energy market, what a suitable commodity exposure looks like, and much more!
Find complete shownotes on our b ... Show More
26m 20s
Oct 2024
Money Buys Happiness (EP.381)
On episode 381 of Animal Spirits, Michael Batnick and Ben Carlson discuss: calling a top in the stock market, why people don't trust data, the economy is still fine, why yields are rising in a rate cutting environment, a bigger innovation than AI, the impact of climate change on ... Show More
1h 4m
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 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 13m
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
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 14m
Feb 2024
The Fed Should Cut Already (EP.348)
On episode 348 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the people you see on every vacation, the cure for the loneliness epidemic, the biggest driver of stock market returns, the John Bogle expected returns formula, the best returning stock might surprise you, ... Show More
1 h
On episode 175 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Bob Elliott, Co-Founder, CEO, and CIO of Unlimited Funds to discuss: Netflix earnings, the labor market, tariff winners and losers, the case for TIPs, the right gold allocation, hedge-fund fees, and much more!
This episode is sponsored by KraneShares! To learn ... Show More
On episode 252 of The Compound and Friends, Downtown Josh Brown and Michael Batnick are joined by Ron Baron and Michael Baron of Baron Capital to discuss: long-term investing, Elon Musk, ... Show More
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: Google's earnings, SpaceX's first earnin ... Show More
On episode 251 of The Compound and Friends, Downtown Josh Brown and Sean Russo are joined by Jonathan Thomas, CEO of American Century Investments, to discuss: the remarkable rise of Avantis ... Show More
