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Animal Spirits Podcast

Jun 24, 2020

On this week's show we discuss Jeremy Siegel's inflationary scenario for the market, why it's time to stop complaining about the Fed, why poverty in the US actually improved during this crisis, is this another bubble, the garbage portfolio, why this is such a difficult time to invest as a retiree and much more.

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Jun 19, 2020

On today's show we talk with Chris Shuba, founder and CEO of Helios Quantitative Research. Helios partners with financial advisors to create a unique and compelling asset management experience for their clients.

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


Jun 17, 2020

On this week's show we discuss who is driving market prices right now, Robinhood's PR dream, the Hertz bankruptcy story, Dave Portnoy's day-trading escapades, why active managers should be salivating right now, how private equity could turn out like index funds, why bad news resonates more than good news, is the...


Jun 12, 2020

On today's show we talk with Ben Miller, co-founder and CEO of FundRise, about how individuals can access the private real estate market.

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Ben Carlson’s A Wealth of Common Sense
Michael Batnick’s The Irrelevant Investor
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Jun 10, 2020

On this week's show we discuss the insane move in the stock market from the lows, the surprising unemployment numbers, underestimating the Fed, going from the Great Depression to euphoria in a matter of months, why international stocks are finally joining the fun, private equity in 401k plans, racial wealth inequality,...