We’re racing to the end of 2025 and a year where AI and tariffs have dominated the headlines, gold has been the best investment so far. The team looks at why gold is rising, Figma’s sharp post-earnings decline, and crack open three IPO prospectuses to put on investors radar
Tyler Crowe, Matt Frankel, and Jon Quast discuss:
- Gold outperforming the S& ... Show More
Mar 10
Exciting (But Crowded) Opportunities
A rush of new competition is flooding into areas like space and nuclear. We take a look at what is real, and what is hype. Tyler Crowe, Matt Frankel, and Lou Whiteman discuss: - What space investments look exciting - Areas of the sector that are overcrowded - Why they are cautiou ... Show More
24m 1s
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 33s
Jan 2025
How to Invest in Real Estate with Any Budget? | Rami Tabbara, Co-Founder of Stake
🎙️ Ready to invest in real estate with any amount?This week, we’re joined by Rami Tabbara, co-founder of Stake, the platform revolutionizing real estate investments. From AED 28 billion in sales to creating a game-changing investment platform, Rami shares how Stake makes investi ... Show More
23m 49s
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
Feb 2025
Brian Jacobs on Bond Myths, Tax Strategies, Home-Ownership and Dynamic Investment Strategies for Today's Market | Aptus Capital Advisors | #569
Today’s guest is Brian Jacobs, Portfolio Manager and Investment Strategist with Aptus Capital Advisors. In today’s episode, Brian and I talk about some investing truisms, including the CAPE ratio, home ownership, the ideal bond allocation, tax-efficient strategies and more. We al ... Show More
1h 2m
Sep 2025
231: A New Era for Fixed Income Investors: Prioritizing Income in a Volatile Market – LIVE FROM FUTUREPROOF FESTIVAL
<p>Fixed income investing is experiencing a powerful resurgence. With yields at multi-decade highs, income opportunities are abundant, yet investors must navigate uncertainty in capital markets and shifting macroeconomic dynamics. In this episode of The Bid, we explore why f ... Show More
17m 3s
Oct 2025
TIVP043: MSCI (MSCI): The Financial Giant Enabling Passive Investing w/ Shawn O’Malley & Daniel Mahncke
Shawn O’Malley and Daniel Mahncke break down MSCI Inc. (MSCI), the global leader in financial market indexes that power the passive investing revolution. They explore how MSCI built its dominant, utility-like business model, its compounding potential, and whether the stock remain ... Show More
1h 12m