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Animal Spirits Podcast

Dec 7, 2022

On today's show we discuss continued strength in the labor market, sticky high inflation, why the market isn't listening to the Fed anymore, the case for a 20% decline in housing prices, why Netflix rules streaming, sending back a drink at the bar and much more.

 

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Ben Carlson’s...


Dec 5, 2022

On today's show, we are joined by Bob Long, CEO of StepStone Private Wealth to discuss timing private markets, how valuations have held up in private markets, an update on venture capital, and much more!

 

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Ben Carlson’s A Wealth of Common Sense 

Michael Batnick’s The...


Nov 30, 2022

On today's show we discuss the round trip in oil prices, why predicting the future is so difficult, how we define a bubble, why interest rates didn't go higher, active outflows are speeding up, Black Friday deals we found, crypto prices got out of hand, the downside of technology and more.

 

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Nov 28, 2022

On today's show, we are joined by Ray Di Bernardo, VP and Portfolio Manager of Madison Investments to discuss writing call options, buying growth at a reasonable price, earnings in 2023, and much more! 

 

Find complete shownotes on our blogs...​

Ben Carlson’s A Wealth of Common Sense

Michael Batnick’s The...


Nov 23, 2022

On today's show we discuss the impact of interest rates on business formation, the opposite of stagflation, why there was no spillover from the crypto crash, why the S&P 500 is not the economy, why remote work might bring down rental inflation and much more.

 

Find complete shownotes on our blogs...​

Ben...