The Current Commodity Supercycle (Paulo Macro...

Today we're sharing our conversation with YJ Lee, founder of the Arcane Green Metal Fund, fresh off an incredible 165% return in 2025.YJ breaks down the explosive dynamics driving lithium and silver markets, and why we're only at the beginning of a multi-year commodity supercycle ...  Show more

Today we’re sharing our conversation with Craig Tindale, author of the widely read “Return to Matter” paper. Craig’s writing captures the fragility of the situation that the West finds itself in, as China’s dominance in the physical world comes home to roost. Be it mineral proces ...  Show more

Ken and Danille McElroy sit down with Jim Rickards to pull back the curtain on the Fed, interest rates, unemployment data, housing, and the weaponization of the U.S. dollar. From hidden depressions to systemic bailouts and why gold may soar, Rickards explains the forces reshaping ...  Show more

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

Send a textWith less than two weeks to go until the US Election, we are bringing you this special edition crossover podcast episode with our trusted friend and news source, Mosheh Oinounou of Mo News.We are trying to achieve the impossible: a non-political podcast episode about p ...  Show more

On episode 402 of Animal Spirits, Michael Batnick and Ben Carlson discuss: GDP growth rolling over, the probability of a recession is rising, timing a bear market, Ray Dalio's crash calls, the crypto strategic reserve, the bull market in convenience, why we need Social Security, ...  Show more