Animal Spirits Podcast

Investing during wartime poses unique challenges and uncertainties. The discussion dives into the unpredictable nature of markets during geopolitical tensions, particularly in the wake of events like the Ukraine conflict. Meanwhile, fluctuations in interest rates and investment landscapes reveal the complex realities faced by businesses and workers alike. The podcast also navigates the rise of cryptocurrency amidst these crises, highlighting how global events shape digital asset adoption and strategies. Humorously, there's a nod to the quirks of inflation in everyday life.

On today's Animal Spirits, we discuss the growth stock sell-off getting real, differences between now and the end of the dot-com bubble, why savings account yields aren't going up yet, inequality in the housing market, the best time to buy a house 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.   Learn more about your ad choices. Visit megaphone.fm/adchoices

Julian Koski, Chief Investment Officer and co-founder of New Age Alpha, discusses the innovative H-Factor scoring system for evaluating individual stocks. He emphasizes the importance of risk management, especially in volatile markets. The conversation delves into analyzing company performance against historical trends rather than just market noise, using examples like Cisco and Tesla. Koski also explores strategies for optimizing investment portfolios through the H-Factor, highlighting the need for clear data over emotional trading.

The discussion dives into the world of crypto hedge funds, highlighting the differences from traditional models. Fundraising complexities are unveiled, showcasing institutional investors' hesitance due to market volatility. Risk management strategies for navigating market turbulence are explored, focusing on mitigating drawdowns. The conversation promotes a balanced perspective on crypto investments, emphasizing safety in DeFi and CeFi, while assessing portfolio diversification. Exciting insights on stablecoins and the evolving stance of institutional investors round out the analysis.

This discussion dives into the latest inflation trends and the Fed's tough choices amidst rising interest rates. The hosts highlight the strong positioning of corporations like Disney, showcasing their impressive revenue growth. There's a notable focus on the SEC's recent fine against BlockFi, sparking a conversation about crypto regulation and investor protection. Personal anecdotes about family investments, NFTs, and dining experiences bring a relatable touch to the economic landscape, while the nostalgic trips to Disney remind us of the joy in leisure amidst financial concerns.

On today's show we talk about the huge moves after earnings, why people don't change their consumption habits, Ben's trip to Disney World, 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

On today's Talk Your Book, we spoke with Kristof Gleich and Spenser Lerner from Harbor Capital about owning and managing portfolios with innovation stocks.   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. Learn more about your ad choices. Visit megaphone.fm/adchoices

On today's show we discuss the market correction, why stock-picking is so difficult, small caps in a bear market, Bitcoin to $1 million, the Fed inverting the yield curve and 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

On today's episode we answer questions from the listeners with a little help from Rocket Dollar CEO Henry Yoshida.   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. Learn more about your ad choices. Visit megaphone.fm/adchoices

On this week's show we discuss what we love about market corrections, why people assume they can guess what comes next with the stock market, parallels between the growth stock sell-off and the end of the Go-Go Years, the crypto crash 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. Learn more about your ad choices. Visit megaphone.fm/adchoices