Join Downtown Josh Brown, Michael Batnick, and a rotation of their friends every Tuesday and Friday for expert insight and hot takes on the latest in business and investing. See our disclosures here - https://ritholtzwealth.com/podcast-youtube-disclosures/
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Michael Batnick Podcasts
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/
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Every day, Jason Calacanis and Molly Wood cover startups, technology, markets, media, crypto, and the all the hottest topics in business and tech. They also interview the world’s greatest founders, operators, investors and innovators.
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Every day, Jason Calacanis and Molly Wood cover startups, technology, markets, media, crypto, and the all the hottest topics in business and tech. They also interview the world’s greatest founders, operators, investors and innovators.
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1
Million Dollar Payout, Oracle Earnings Preview, Risk On, the Case for Salesforce
1:07:29
1:07:29
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1:07:29
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael Batnick! This episode is sponsored by Public. Find out more at https://public.com/WAYT Sign up for The Compound Newsletter and never miss out! Instagram: https://instagram…
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1
Talk Your Book: Investing in Real Estate Credit
33:41
33:41
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33:41
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Charlie Rose from Invesco to discuss: investing in private real estate, credit in real estate as an asset class, the different types …
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1
Inside the Robinhood Revolution With Vlad Tenev
1:10:55
1:10:55
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1:10:55
On episode 220 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Vlad Tenev to discuss: the Robinhood story, the retail trading landscape, GameStop, prediction markets, and much more! Today’s show is brought to you by Goldman Sachs Asset Management. With Goldma…
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1
The Age of Discontentment (EP. 441)
1:12:02
1:12:02
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1:12:02
On episode 441 of Animal Spirits, Michael Batnick and Ben Carlson discuss why boring plain vanilla portfolios are hard to beat, predicting the 2026 stock market, Robinhood is Netflix, teens investing in stocks, all-time highs in rich people, the case against an AI crash, th…
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1
Nick and Jessica’s 3 Big Lessons From 2025, Sam Altman Orders a Code Red at OpenAI, Adam Parker on Broken Compounders, the Case for Adobe
1:46:59
1:46:59
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1:46:59
On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research to discuss: putting equity valuations into context, policymakers prioritizing growth over dogma, beyond “disruption” in corporate strategy, and more! Then at 36:28, hear an all-new episode of What Are Your Thoughts with Downtown Josh…
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On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Troy Cates, Co-Founder, Managing Partner at NEOS Investments to discuss: options-based income ETFs, why investors love yield so much, how…
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1
Talk Your Book: The State of the Housing Market
29:59
29:59
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29:59
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Logan Mohtashami to talk about first-time homebuyers, how to fix the housing market, housing myths, how often housing prices fall and muc…
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On episode 219 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Peter Boockvar to discuss: why talk of the AI bubble is overblown, inflation expectations, the housing market, Thanksgiving food, and much more! This episode is sponsored by KraneShares. Learn mor…
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1
Wait, Are We in a Recession??? (EP. 440)
1:04:59
1:04:59
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1:04:59
On episode 440 of Animal Spirits, Michael Batnick and Ben Carlson discuss stocks moving on no news, reasons today's market is not like the 90s, the Fed needs to cut, Google's breakout, thoughts on Disney, Cembalest's favorite movies, and much more. This episode is sponsored…
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1
The Joby bull case with Charles Lemonides, Roaring 2020’s with Ed Yardeni, Alphabet vs Nvidia
1:47:03
1:47:03
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1:47:03
On this TCAF Tuesday, Josh sits down with Charles Lemonides, founder of ValueWorks, to discuss the future of flight and how soon we might see flying cars taking to the skies. Charles makes the case for Joby and dives deep into why he thinks it stands above the rest in the eVTOL space. Then at 35:26 hear an all-new episode of What Are Your Thoughts …
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1
Talk Your Book: Staking Your Crypto For Yield
29:06
29:06
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29:06
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Krista Lynch, Senior Vice President, ETF Capital Markets at Grayscale to discuss: the crypto ETF landscape, how staking works, what's coming …
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On episode 218 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Warren Pies to discuss: Nvidia earnings, how the market will end the year, solutions to America's housing affordability crisis, and much more! This episode is sponsored by Public and Vanguard. Fun…
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On episode 439 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the Degen Dow pain trade, the lack of euphoria, AI skepticism, long bear markets, Michael Burry's crash calls, the great stuff transfer, the Bitcoin crash, first-time homebuyers, Blue Owl and much mo…
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1
Only One Thing Can Stop the AI Crash, Worst Drawdowns, Blue Owl vs Apollo
1:09:06
1:09:06
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1:09:06
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael Batnick! This episode is sponsored by Public. Fund your account in five minutes or less by visiting http://public.com/WAYT Sign up for The Compound Newsletter and never miss out! Instagra…
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1
Talk Your Book: Will the Bubble Get Bigger?
38:40
38:40
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38:40
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Michael Arone, Chief Investment Strategist and Managing Director at State Street Investment Management to discuss: government spending, bailo…
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On this episode of Animal Spirits, Michael Batnick and Ben Carlson keynote the financial planning association’s annual event. Find complete show notes on our blogs... Ben Carlson’s A Wealth of Common Sense…
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1
Quality in the Streets, Momentum in the Sheets
1:02:11
1:02:11
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On episode 217 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Joe Terranova to discuss: the market pullback, AI CapEx, historical trends in the market, rules based investing, and much more! *Filmed in front of a live audience in NYC on 11/13/25* This episode…
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1
Is a 50 Year Mortgage a Good Idea? (EP. 438)
1:10:38
1:10:38
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1:10:38
On episode 438 of Animal Spirits, Michael Batnick and Ben Carlson discuss the problem with the K-shaped economy narrative, are young people screwed, the benefits of bubbles, the rate cutting cycle, OpenAI, Las Vegas, how to fix the housing market, restaurant stocks are getting …
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1
The "Titanic" indicator flashes, Elon's $1 trillion pay package, Draftkings vs Robinhood
1:10:19
1:10:19
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1:10:19
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael Batnick! This episode is sponsored by Grayscale and Rocket Money. Find out more about Grayscale by visiting: https://www.grayscale.com/ Cancel your unwanted subscriptions and reach your financial goals f…
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1
Talk Your Book: Public & Private Opportunities in AI
34:40
34:40
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34:40
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Jonathan Shelon, Chief Operating Officer at KraneShares to discuss: the AI opportunity set, how to invest in private companies in an ETF, the dif…
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1
Talk Your Book: The Two Biggest Stories of the Year: AI & Tariffs
30:44
30:44
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30:44
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Ara Kharazian, Economist at Ramp to discuss: how companies run their finances, trends in artificial intelligence usage and why tariffs are so confusi…
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1
Eric Jackson and the Search for the Next 100 Bagger
1:30:45
1:30:45
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1:30:45
On episode 216 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Eric Jackson to discuss: searching for 100 baggers, the case for Opendoor, Eric's legendary Carvana call, OpenAI's wild week, and much more! This episode is sponsored by Victory Capital & Apex Fin…
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1
Never Go All in on Stocks (EP. 437)
1:14:27
1:14:27
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1:14:27
On episode 437 of Animal Spirits, Michael Batnick and Ben Carlson discuss bad breadth, a historical melt-up in tech stocks, the case against an AI bubble, sequence of return risk, the economy that's better for parents than their grown-up kids, demographic warfare, why tariffs are s…
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1
Brian Belski Breaks Loose, Palantir Erupts, Stocks Getting Quietly Killed, Uber and Tost Report
1:44:04
1:44:04
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1:44:04
On this TCAF Tuesday, Josh Brown and Michael Batnick are joined by Brian Belski, CEO and Chief Investment Officer at Humilis Investment Strategies to discuss: Brian’s new venture, the possibility of an AI bubble, choosing the right stocks at the right time, and more. Then at 38:14 hear an all-new episode of What Are Your Thoughts with Downt…
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1
Talk Your Book: Emerging Markets Are Back
33:02
33:02
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33:02
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Rahul Sharma, Portfolio Manager at Schafer Cullen Capital Management to discuss: China, the falling dollar, why emerging markets are outperforming an…
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On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Doug and Heather Boneparth to talk about their new book, Money Together. This episode is brought to you by VanEck. Learn more about the VanEck Rare Earth…
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