When a stock trades at 600x trailing earnings and 90x sales, its investors want to see a flawless growth story.
(00:21) Sanmeet Deo and Ricky Mulvey discuss:
- Palantir’s impressive business results and astonishing valuation.
- Celsius’s “meh” quarter.
- Why DoorDash kept growing after COVID.
Then, (16:10) Cynthia Stewart, Executive Director of DART ... Show More
Jun 10
Will EV Stocks Make a Comeback in 2026?
Five years ago, electric vehicles were the talk of the market. But in the U.S., sales of electric vehicles are falling and competition is heating up. With that backdrop, Rivian has introduced the R2 and investors still think this will be a game-changer for the company. We discuss ... Show More
22m 7s
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
Feb 2025
142. Bridgewater Co-CIO Karen Karniol-Tambour on on The Future of Investing, AI, and Beating the Market
Send us Fan MailIn this episode of The Wall Street Skinny, we are beyond thrilled to welcome the incredible Karen Karniol-Tambour, Co-Chief Investment Officer of Bridgewater, the world's largest hedge fund. Karen is one of the most powerful and influential figures in finance toda ... Show More
31m 58s
Mar 2023
The Crash of Deutsche Bank or Buy on Weakness
A deep dive into the financial strength of Deutsche Bank ($DB), book value, and net income and test the bank for the critical flaw that brought down Silicon Valley Bank and Credit Suisse Bank. Learn how the value bank stocks in this critical time in stock market.
"Long ago, Ben ... Show More
31m 50s
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
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
<p>Corey Veverka acquired the business where he had worked for years, mitigating his risk & removing the need for a search. </p><p>Topics in Corey’s interview:</p><ul><li>Corey bought a business without doing a search</li><li>Accepting that buying a $5m business can be "norma ... Show More
