About this episode
Mar 27
Jonathan Boyar's Favorite Cheap Stocks with Catalysts
1h 13m
Mar 24
Economic Data Deteriorates, Private Credit Struggles, Retail Traders Give Up
1 h
Mar 20
Are We in a Bear Market?
1h 27m
Aug 2025
Buy the Porsche (EP. 426)
1h 1m
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
Mar 2024
Talk Your Book: The Mount Rushmore of ETFs
On today's show, Ben Carlson and Michael Batnick are joined by Ryan McCormack, Factor and Core Equity Strategist and Paul Schroeder, QQQ Equity Product Strategist at Invesco to discuss: the creation of the Nasdaq 100, where the QQQ ticker comes from, the Nasdaq 100 special rebala ... Show More
35m 42s
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 12m
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
Oct 2024
The Cost of the American Dream (EP.384)
On episode 384 of Animal Spirits, Michael Batnick and Ben Carlson discuss: changing narratives in the markets, why interest rates are rising, why you should never take macro advice from hedge fund managers, why the S&P 500 is so hard to beat, living paycheck-to-paycheck on $150k, ... Show More
1h 2m
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 28s
Sep 2025
How Many People Make $100,000? (EP. 430)
1h 20m
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
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 12m
On this episode of What Did We Learn, Josh Brown, Nick Colas and Jessica Rabe discuss: Oil, energy stocks, and how rising prices are impacting equities and the broader market outlook.
How close the S&P 500 and Nasdaq are to historically oversold levels, what a 2 standard deviation drawdown means, and why those setups have led to strong forward returns in ... Show More
On episode 235 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jonathan Boyar to discuss: finding value in a volatile market, Mag 7 valuations, the only ... 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: the economy, HALO in private credit, college grad unemployment, a stock ... Show More
On episode 234 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jim Lebenthal to discuss: stock market volatility, who's winning the AI race, risks and opport ... Show More
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
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
