Alle afleveringen
833 afleveringen, van nieuw naar oud
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The Re-Readables (EP.78)
24 april 2019 · 34 min
On this week's show we discuss is inflation dead, what should we call our new podcast where we discuss classic finance books. what if the government eliminated all student loan debt, why eliminating student loans won't fix the high cost of education, the out of body, experience in private equity fundraising, the cult status of Dave Ramsey, the $400 emergency savings stat everyone uses is wrong, do rich people really watch less TV, are reverse mortgages the retirement crisis solution for those who haven't saved and much more.
Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Like us on Facebook And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.
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Money Made By Chance (EP.77)
17 april 2019 · 40 min
On this week's show we discuss the guy who bet $85k to win $1.2 million on Tiger winning the Masters, Ray Dalio's plan to save capitalism, are we really worse off than previous generations, investing in college grads, how do advisors spend their time, Disney Plus, why didn't the bull market help pensions more, why we need more house flippers, when the real world throws a wrench in your investment plan, when is the right time to meet with a financial advisor and much more.
Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Like us on Facebook And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.
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Money Makes Money (EP.76)
10 april 2019 · 33 min
On this week's show we discuss the retirement crisis or lack thereof, average savings rates by generation, the biggest expense super savers cut back on, the Barron's cover curse, how much longer the bull market can last, why dividends aren't as important to the stock market anymore, the cost of borrowing heavily shorted stocks, what happened to the dinosaurs 66 million years ago, retirement accounts 50 years from now and much more.
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Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Like us on Facebook And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.
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(Fixed) The Netflix of Financial Advice (EP.75)
3 april 2019 · 34 min
On today's episode we discuss how to pay for college on the cheap, why is financial literacy in the U.S. so low, is there ever going to be a solution for the retirement savings crisis, the Netflix model for financial advice, why the financial services industry is like the fast food industry, there are plenty of rich people to go around, the Lyft IPO, how much money would it take to get you off social media for good, why Michael is the Brett Favre of writing about the CAPE ratio, credit card recommendations is a big business, should financial advisors have their own advisor, where the 'Bell' in Tace Bell came from, why The Avengers movie franchise is just like the finance industry and much more. Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Like us on Facebook And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.
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Footing the Bill (EP.74)
27 maart 2019 · 37 min
On this week's show we discuss the yield curve inversion, the Fed vs. the bond market, baby boomers vs. millennials, Kahneman vs. Cialdini, why IPOs are almost always oversubscribed, real estate vs. the stock market, Bitcoin trading volume is fake, new hedge funds vs. old hedge funds, simple vs. complex, behavioral lessons from the blackjack table and much more.
Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Like us on Facebook And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.
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Talk Your Book: Creating a Buffer
25 maart 2019 · 28 min
On today's talk your book we discuss surviving the upside when trying to hedge, the ideal client for hedging, structured product strategies in an ETF wrapper, why complex products require more homework, timing a hedging strategy, how options are impacted by volatility and much more.
Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Like us on Facebook And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.
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The Expectations Gap (EP.73)
20 maart 2019 · 39 min
On this week's show we discuss the college admissions bribery scandal, does it matter where you went to college, how the tech companies can help in higher education, CalPERS is making a bigger push into private equity, the expectations gap in retirement, lifestyle creep, how corporate trauma impacts individual stocks, the new Harry Markowitz portfolio is a tad odd, how automation will impact jobs in the future for young people and much more.
Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Like us on Facebook And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.
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Talk Your Book: The Low Volatility Anomaly
18 maart 2019 · 32 min
On this edition of Talk Your Book we discuss the low volatility anomaly with Invesco's Nicolas Kalivas. Topics include why low vol isn't as well known as some of the other risk factors, why finance theory doesn't always work in practice, why flows follow performance, behavioral reasons for low vol to persist as an anomaly, why rebalancing matters and much more.
Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Like us on Facebook And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.
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Where Were You at the Bottom (EP.72)
13 maart 2019 · 46 min
On today's episode we discuss Bill Gross, the hardest thing to do in the markets, the biggest mistake savers are making, how many workers max out their 401k, how much credit card debt is out there, what would you be willing to give up to get out of debt, how to cut your mortgage payments, why people move and much more.
Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Like us on Facebook And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.
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I Will Say This (EP.71)
6 maart 2019 · 39 min
The massive rally in stocks, did the Fed turn millennials into socialists, why real estate prices haven't done as well as you think, why have U.S. stocks dominated the last century, how to run a Ponzi Scheme in a post-2008 world, free ETFs, social media trauma, the 80/20 rule in online content, how much is enough for retirement and much more.
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The Rich Man's Disease (EP.70)
27 februari 2019 · 35 min
The meaning of work, why so many people are miserable with their career, smartphone addiction, Warren Buffett's latest shareholder letter, the greatest investor you've never heard of, the huge upside potential in a retirement portfolio, the insane rally in stocks since Christmas Eve, True Detective reviews and much more.
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Denominator Blindness (EP.69)
20 februari 2019 · 39 min
Zillow's new home-flipping venture, putting auto loan delinquencies into perspective, rising student loans for people over the age of 60, why the Internet makes it easier to negotiate, how big your nest egg should be at retirement, when errors cancel each other out in the markets, the fuzzy definition of alpha, misperceptions about tax refunds and much more.
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The Rich Man's IRA (EP.68)
13 februari 2019 · 35 min
On this week's show we discuss how index funds can differentiate themselves in a crowded field, how to wreck a pension fund, how does Renaissance Technologies make money, how much your time and vacation days are worth in terms of happiness, re-rating Boiler Room, how often to rebalance a 401k, mortgage debt vs. retirement savings and much more.
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Banning Buybacks (EP.67)
6 februari 2019 · 36 min
Amazon vs. Apple, banning stock buybacks to decrease inequality, how much pensions and endowments should have in alternatives, what to do with an underperforming money manager, why volatility is more important when drawing down your portfolio, the Fyre Fest pitch deck, what does Acorns do, low rate bank savings accounts and much more.
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Adverse Variance (EP.66)
30 januari 2019 · 35 min
Cash pouring into money market funds, how markets have changed over the past 200 years, does the US deserve a valuation premium, where are all the young star fund managers, millennials don't understand how down payments work, selling a house without a realtor, overestimating housing price gains, early thoughts on the new True Detective and much more.
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Stay the Course (EP.65)
23 januari 2019 · 26 min
The passing of Jack Bogle, interesting stories from his latest book, how to budget your money effectively, the impact of student loans on the housing market, what happens when baby boomers sell their stocks, the different groups that collectively own the stock market, Costco's amazing Kirkland Brand, our favorite movies from the 1990s and much more.
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The Richest 50 Percent (EP.64)
16 januari 2019 · 36 min
WeWork's rough patch, why Sears was the Amazon of their day, the relationship between mortgage rates and home prices, how the Japanese economy has defied their demographics, asset allocation blind spots, how many millennials plan on dying in debt, why Peter Lynch walked away from his fund at the top of his game, finance Twitter 20 years from now, The Sopranos 20 years ago and much more.
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Record Outflows (EP.63)
9 januari 2019 · 40 min
The record outflows from stock mutual funds, what a bear market means for the wealth management industry, why timing the market is so hard, recessionary indicators, some good news for investors interested in yield, the ridiculous way some people pick funds in their 401k, credit card perks, the number of people living paycheck to paycheck and much more.
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The Market Swoon (EP.62)
2 januari 2019 · 39 min
Steve Mnuchin's bizarre statement on the health of the banks, huge swings in the market from day-to-day, the causes of the market downturn, can we really blame the algos for increased volatility, is technology speeding up market cycles, stock millennials bought in 2018, performance for Ivy endowments in 2018, our review of the new Sandra Bullock movie on Netflix and much more.
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The Bear Market (EP.61)
26 december 2018 · 38 min
the downturn in stocks, is a recession imminent, how often stocks go into a bear market but not a recession, why the Fed is in a no-win position, 2018's worst buzzword, how tax implications can impact your trading decisions, how different generations consume their news, how much CEOs matter to their stock price, the downfall of GE, a recession-proof business model and much more.
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Talk Your Book: Breaking the Market Cap
24 december 2018 · 27 min
On this week's Talk Your Book we discuss why market cap weighting is so hard to beat when constructing a fund, why cash outperforms the majority of stocks, the thinking behind reverse cap weighting the S&P 500, how to invest in companies with high customer satisfaction, some surprisingly strong consumer brands, qualitative investment factors and much more. Find complete shownotes on our blogs...
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Everyone Should Earn 3 Percent (EP.60)
19 december 2018 · 37 min
On this week's show we discuss Robinhood's checking & savings debacle, do Millennials care about financial regulations, where to find higher yields on your savings, putting fund flows into context, the number of bear markets around the globe, can individual stocks be in a bear market, the student loan crisis, the "everything" bubble, market valuations, lifestyle creep, Jimmy Butler's minivan and much more.
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Talk Your Book: International Investing
17 december 2018 · 32 min
We discuss US outperformance over foreign stocks, comparing valuations across countries and markets, why it still makes sense to diversify internationally, does factor investing work better overseas, S&P 500 envy, the problem with single variable stock picking analysis and much more.
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Late Cycle (EP.59)
12 december 2018 · 39 min
Are we in the late cycle, why every correction always feels different, why losses this year are perfectly normal, why a shallow recession and "normal" bear market would be a good thing, why more money doesn't make rich people happier, the labor market is heating up, alpha is getting harder to find but institutional investors are still willing to pay up to try and find it, millennials really like Amazon Prime, the unbelievable ending to the Madoff saga, Michael's coat-buying experience, the new Tom Cruise movie and much more.
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The Sellers Are in Control (EP.58)
5 december 2018 · 26 min
On this week's how we discuss Michael's CNBC appearances, the FIRE movement, making your savings last for 50+ years, when FIRE goes bad, the average amount people spend in retirement, steak dinners paired with investment pitches, where is the Vanguard of annuities, the pressure to work long hours in the finance industry, normal accidents & much more.
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Talk Your Book: Investing in Commodities
3 december 2018 · 35 min
We speak with Will Rhind of Graniteshares about the reasons to invest in commodities, expected returns in gold, is bitcoin a commodity, why it's so difficult to stick with an allocation to commodities, the unbelievable run in gold prices in the 1970s, how to win any argument in the markets and much more.
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Passive Income (EP.57)
28 november 2018 · 35 min
Why monetizing content is so difficult, the myth of passive income, is it even possible to sell out in 2018, the difference between investing & gambling on options, how private equity ruined the grocery industry, Amazon as a scapegoat, when cash outperforms everything else, the chances of a recession, investing in art & much more.
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How to Ask the Right Questions (EP.56)
21 november 2018 · 42 min
The 40-year history of the 401k, why the retirement system is far from perfect, the problem with cashing out your 401k, the pros & cons of multi-factor funds, competitive in factor investing, morning routines, financial regrets of the elderly, why the American dream is dying for so many in the middle class, why no one finishes non-fiction books and much more.
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How to Create the Perfect Fund (EP.55)
14 november 2018 · 35 min
Universal basic income, the cost of paying every citizen $1,000/month, the perfect hedge fund, the language of money, the reason for the decline in youth sports, million dollar homes in San Francisco, how income variability should impact your savings rate, career advice for a new mom and much more.
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Spirit Animal (EP.54)
7 november 2018 · 36 min
A timetable for the next bear market, what impact the mid-term elections have on the markets, how much money FANG CEOs have lost in the downturn, how often bonds outperform stocks over 30 year periods, the number of Americans who consider themselves financially healthy, the psychology of different price points, the government's role in the student loan crisis, why real estate returns less than you think and much more.
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Panic a Little (EP.53)
31 oktober 2018 · 41 min
The one thing we're certain of about the markets going forward, why volatility begets more volatility in the markets, expectations vs. the economy, what to do if you've been sitting in cash, when to panic, why investors are fleeing bonds, are all the economic gains really going to the wealthy and much more.
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The Next Subprime (EP.52)
24 oktober 2018 · 36 min
The housing market, homebuilder stocks, how much mortgage rates matter to the economy, what if there is no next subprime, how to think about inflation and your portfolio, the difficulty of owning bonds when inflation is rising, the Fed's thoughts on inverted yield curves, where chocolate milk comes from, asset location and much more.
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The Healthy Correction (EP.51)
17 oktober 2018 · 34 min
The current market correction, the myth of the 401k market floor, the problem with 401k loans, the downfall of Sears, the massive size of the student loan market, what's holding back young homebuyers, value investing in taxi medallions, Amazon wants to know when you're sick, who benefits from HSAs and much more.
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A Committee of Geniuses (EP.50)
10 oktober 2018 · 41 min
The rise of social media in finance, reflections on the humble beginnings of this podcast, the case for investing in bonds, more hedge funds closing, your children are eating your retirement savings, the myth of short-termism by public companies, Amazon's minimum wage, Fed cartoons, the relentless bid and much more.
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Buy the Housing Dip (EP.49)
3 oktober 2018 · 37 min
The new Howard Marks book on cycles, why super-investors may not be as helpful as you think, how the first Vanguard index fund was run by a part-time worker, SoftBank's lofty tech aspirations, choosing the right asset allocation for your portfolio, our beef with surveys, the fraud of the week, when to buy a house and much more.
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Looming Disaster (EP.48)
26 september 2018 · 38 min
Bond market losses, why stocks diversify bonds, pot stocks & mini bubbles, Amazon's new microwave, the massive decline in world poverty, parallels to the 1990s, why retirement calculators aren't perfect but can still be useful and much more.
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Borrowing From the Future (EP.47)
19 september 2018 · 37 min
Taking financial advice from billionaires, Ray Dalio's work on debt cycles, how to think about government debt levels, why it's so hard to quantify the true amount in index funds, millennial banking habits, shrinking hedge funds, investing in foreign markets during a U.S. recession and much more.
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How the Financial Crisis Affected Millennials (EP.46)
12 september 2018 · 41 min
How the financial crisis impacted young people, why the Fed pays attention to the 1970s, AQR's recent struggles, the difference between insurance and investing, how much money you'll spend in retirement, Kevin Garnett's accountant, Rusty the stock-picking bull and much more.
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Do We Need a Recession? (EP.45)
5 september 2018 · 33 min
The FIRE movement, why you're paying so little for stuff, the private jet college tour, the new technology sector, bounties on new brokers, why celebrities are terrible with their money and much more.
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When Hitler Took Cocaine (EP.44)
29 augustus 2018 · 39 min
What 8 different market indicators are telling us, the growth of the intangible economy, chart crime sell signals, the decline in high schoolers playing football, the poor performance of managed futures funds, a bad idea by Chicago, can indexing become too popular and much more.
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Why Andy Dufresne Would Make a Good Money Manager (EP.43)
22 augustus 2018 · 33 min
On this week's show we're joined by Morgan Housel. We discuss Elon Musk's surprising announcement, the odds we give Tesla for going private, the bubble prospects in venture capital, the impressive rise of Tinder, Peloton & Slack, is loss aversion a fallacy, which fictional character we would pick to manage our money and much more.
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Funding Secured (EP.42)
15 augustus 2018 · 34 min
Elon Musk's bizarre tweets, the types of companies that typically go private, why stock buybacks aren't to blame for the wealth gap, why housing plays such a large role in the finances of the middle class, the prospects for gold going out of style for good, Amazon's private clothing brand, the usefulness of the CAPE ratio as a timing indicator and much more.
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Despite All Logic (EP.41)
8 augustus 2018 · 33 min
The unraveling at Movie Pass, why Disney's streaming product will be a success, Fidelity's zero fee index funds, our biggest worry about the future, a troubling trend in personal bankruptcies, an ETF idea born out of Twitter, the lure of venture capital, credit spreads and much more.
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Ben Carlson’s A Wealth of Common Sense
Michael Batnick’s The Irrelevant Investor
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What Worked on Wall Street (EP.40)
1 augustus 2018 · 53 min
Facebook's enormous stock price plunge, why life can be more challenging for young people today, the death of trend-following, hedge funds that don't want your money, the perfect day, the race to zero in ETFs, Elizabeth Banks as a fan of mid caps, why pop culture contrarian indicators don't work and much more.
Find complete shownotes on our blogs...
Ben Carlson’s A Wealth of Common Sense
Michael Batnick’s The Irrelevant Investor
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And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.
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The Worst 401k Advice (EP.39)
25 juli 2018 · 43 min
The pie chart heard around the world, why concentrated gains in the stock market are nothing new, becoming a millionaire in your 401k, the worst 401k advice we've come across, the Vanguard of hedge funds, why value investing has performed so poorly this cycle, why so many millennials regret buying a house, the coming shortage of elderly care, inherited hindsight bias and much more. Find complete shownotes on our blogs...
Ben Carlson’s A Wealth of Common Sense
Michael Batnick’s The Irrelevant Investor
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And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation. Lees meerLearn more about your ad choices. Visit megaphone.fm/adchoices
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Half the Population (EP.38)
18 juli 2018 · 45 min
The recession signal everyone is talking about, Amazon somehow being touted as a value stock, the paradox of choice in the fund world, houses are getting bigger, Time Warner is going to ruin HBO, how tariffs are affecting the lobster industry and much more.
Find complete shownotes on our blogs...
Ben Carlson’s A Wealth of Common Sense
Michael Batnick’s The Irrelevant Investor
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And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.
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Ring the Bell (EP.37)
11 juli 2018 · 39 min
The complexity of the trade war, tech IPOs, the surprisingly strong consumer balance sheet, the housing affordability index, a concerning economic data point, the burden of student loan debt, the staggering rise of esports and much more.
Find complete shownotes on our blogs...
Ben Carlson’s A Wealth of Common Sense
Michael Batnick’s The Irrelevant Investor
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And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.
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Blackswan Growth (EP.36)
4 juli 2018 · 36 min
How Bud Light used Dilly, Dilly to get you to buy more beer, some drawbacks of index funds, why hedge fund fees are finally falling, the payday lending industry, getting rich vs. staying rich, why Liam Neeson is the index funds of Hollywood and much more. Find complete shownotes on our blogs...
Ben Carlson’s A Wealth of Common Sense
Michael Batnick’s The Irrelevant Investor
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And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation. Lees meerLearn more about your ad choices. Visit megaphone.fm/adchoices
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Individual Alpha (EP.35)
27 juni 2018 · 45 min
Why household equity allocations are near all-time highs, why Robinhood could be the bank of choice for Millennials, financial planning for inconsistent incomes, 10,000 baby booms retiring every day, perspective on market valuations and much more.
Find complete shownotes on our blogs...
Ben Carlson’s A Wealth of Common Sense
Michael Batnick’s The Irrelevant Investor
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And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.
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The Mother of All Credit Bubbles (EP.34)
20 juni 2018 · 43 min
Some suggestions Barron's has for Warren Buffett, the latest Howard Marks letter, the "mother of all credit bubbles", why computer programmers should consider moving to the midwest, the source of the investor behavior gap, unrealistic millennial retirement goals and much more.
Find complete shownotes on our blogs...
Ben Carlson’s A Wealth of Common Sense
Michael Batnick’s The Irrelevant Investor
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And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.
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