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Animal Spirits Podcast

Sep 28, 2022

On today's show we discuss is the Fed making a huge mistake, why it's so difficult to predict the economy, why it's so easy to be bearish right now, breaking the housing market, why we've turned on Jerome Powell, the bullish case for a 60/40 portfolio and much more.

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Ben...


Sep 26, 2022

On today's show, we spoke with Eric Metz, President and CIO of SpiderRock Advisors about tax-loss harvesting, replicating exchange funds, and de-concentrating portfolios using managed option strategies.

 

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Ben Carlson’s A Wealth of Common Sense 
Michael Batnick’s The...


Sep 21, 2022

On today's episode we recap our experience at Future Proof, interest rates vs. inflation for the stock market, a blow-off top in short-term rates, what could cause international stocks to outperform, housing inflation, why the housing market is broken, George Clooney's best movie and much more.

 

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Sep 19, 2022

On today's show, we spoke to Fabric Risk Co-Founder, Rick Bookstaber about identifying risks for advisors, lifestyle characteristics and risks, the MSCI factor model, scenario testing, and much more.

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Ben Carlson’s A Wealth of Common Sense 
Michael Batnick’s The...


Sep 14, 2022

On today's show, we discuss the worst first 8 months ever, the illiquidity premium, Q2 earnings, The Robinhood Investor Index, and much more!

 

Find complete shownotes on our blogs... 
Ben Carlson’s A Wealth of Common Sense 
Michael Batnick’s The Irrelevant Investor 
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