Disney’s building coasters; Uber’s hailing robotaxis. Which ride has the better growth engine?
(00:14) David Meier and Mary Long discuss earnings from Disney and Uber.
Then, (15:22), Ricky Mulvey talks with Gerard Barron, the CEO of The Metals Company, about the political hurdles TMC needs to clear in order to pick up rocks from the ocean floor.
Companies ... Show More
Oct 7
Tariffs, Social Shopping, and an EV Reset
As Prime Day kicks off, we’re asking the big questions. Emily Flippen is joined by Jason Hall and Dan Caplinger to tackle three timely stories: - Whether 2025’s tariff push is actually “working” (and who’s really paying) - How a U.S. sale of TikTok could reshape social commerce j ... Show More
28m 21s
Oct 6
The AI Infrastructure Opportunity: 3 Fools Weigh In
Asit Sharma, Yasser El-Shimy, and Tim Beyers debate whether the hundreds of billions presently committed to AI infrastructure will pay off for shareholders. Are we in a bubble? Which companies will profit irrespective of what comes next? Asit Sharma, Yasser El-Shimy, and Tim Beye ... Show More
30m 8s
Jul 2023
Lyft (Ticker: LYFT) Not So Deep Dive
Lyft, Inc. (LYFT) is a ride-sharing company that provides on-demand transportation services, operating in numerous cities across the United States and Canada, but facing regulatory and competitive challenges in the evolving transportation industry. At the end of the month, we wil ... Show More
51m 5s
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
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
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
Sep 24
#168 Finnecto: Where Deals Don’t Die
Ariel Puga wants to save deals from dying in procurement purgatory. His traction is strong, but will the investors see how big this could be in Latin America? This is The Pitch for Finnecto. Featuring investors Paige Finn Doherty, Charles Hudson, Jesse Middleton and Jenny Fiel ... Show More
32m 55s
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
Aug 20
Buy the Porsche (EP. 426)
On episode 426 of Animal Spirits, Michael Batnick and Ben Carlson discuss why the stock market is getting boring, S&P 493 vs. the Mag 7, are small caps dead, it's tough being a contrarian, healthcare stocks are cheap, the K-shaped food ... Show More
1h 1m
Sep 17
How Many People Make $100,000? (EP. 430)
On episode 430 of Animal Spirits, Michael Batnick and Ben Carlson discuss Future Proof, 1990s nostalgia, Oasis, why the stock market doesn't care about the labor market, the top 10% is powering the economy, Google vs. ChatGP ... Show More
1h 20m
Mar 2025
Could Value Stocks Make a Comeback?
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 div ... Show More
20m 32s