Animal Spirits Podcast
By The Compound
Animal Spirits is a show about markets, life, and investing. Join Michael Batnick and Ben Carlson as they talk about what they're reading, writing, listening to and watching. Look for new episodes every Wednesday morning. See our disclosures here - https://ritholtzwealth.com/podcast-youtube-disclosures/
Episodes (3)
Animal Spirits Podcast
The Teflon Economy (EP. 468)
The economy's resilience—what Michael Batnick and Ben Carlson dub the 'Teflon Economy'—defies repeated predictions of collapse. Despite a cascade of headwinds including soaring inflation, commercial real estate crises, tariff wars, and AI disruption, the U.S.
Animal Spirits Podcast
Talk Your Book: The Case for Investing in Emerging Market Bonds
Emerging market bonds are no longer the volatile, high-risk asset class they were once thought to be—today, their volatility is actually lower than developed market bonds, and their yields are significantly higher. In a radical reversal of conventional wisdom,
Animal Spirits Podcast
How Much is $1 Trillion? (EP. 469)
The episode opens with a provocative question: what does $1 trillion actually mean in human terms? The hosts use the SpaceX IPO—valued at $85 billion in a single day and nearing Amazon’s market cap—to illustrate how abstract financial figures become tangible w
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