On episode 391 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the prospects for another 20% year in the stock market in 2025, the U.S. economy is firing on all cylinders, no one is predicting a recession anymore, Hussman is still predicting a crash, why retail trader ...Show more
Talk Your Book: Buy Low, Sell High in China
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson talk to Brendan Ahern from KraneShares about Chinese tech stocks, historically low sentiment towards international stocks, US vs. China tech companies, stimulus measures in China and much more. Fin ...Show more
The Bears Capitulate (EP.390)
On episode 390 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the 4 biggest types of investment mistakes, bears throwing in the towel, Bitcoin hitting $100K, more travel stories, the greatest family movie of all time, and much more! This episode is sponsored by YChar ...Show more
Talk Your Book: Matching Longs with Shorts
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Mick Rasmussen, Portfolio Manager at Wasatch Global Investors, to discuss how to construct a long/short portfolio, factors that make a good long vs a good short, how often the portfol ...Show more
The Mother of All Bubbles (EP.389)
On episode 389 of Animal Spirits, Michael Batnick and Ben Carlson discuss: US exceptionalism in markets and the economy, losing all of your retirement savings, yield sells, financial nihilism, the downfall of the CFA, the greatest trades of all-time, a 10 year outlook on housing ...Show more