Links

Animal Spirits: The Influencer Bubble

This week’s Animal Spirits with Michael & Ben is sponsored by YCharts: Mention Animal Spirits and receive 20% off your subscription price when you initially sign up for the service. We discuss: The pogo stick indicator. The poor performance of alternative funds. Tariff impacts on Chipotle. Is the bond market really that smart? Can yields be used to…

Animal Spirits: The Podcast Power Law

Ben Carlson & Michael Batnick discuss Tesla’s unraveling, what happens during the next recession, why fixed costs matter more than variable costs, what Michael learned from creating a financial plan and much more.

Animal Spirits: Michael’s Fitness Pal

This week’s Animal Spirits with Michael & Ben is sponsored by YCharts: Mention Animal Spirits and receive 20% off your subscription price when you initially sign up for the service. We discuss: Are the tech companies going to make us all fat and lazy? Some good news for once in retirement saving data The huge growth in tax-deferred…

Animal Spirits Ep. 81: The Rorschach Test

This week’s Animal Spirits with Michael & Ben is sponsored by YCharts: Mention Animal Spirits and receive 20% off your subscription price when you initially sign up for the service. We discuss: Has Buffett lost his touch? If he were starting today from scratch how well would Buffett perform? Charlie Munger still going strong at age 95. Is…

Re-Kindled: The Big Short

It’s been almost a decade since The Big Short by Michael Lewis came out and I recently realized I’d forgotten too much of this wonderful book. So Michael and I decided to re-read this one and turn our discussion about it into a new podcast called Re-Kindled.1 We will be doing more of these in…

Animal Spirits Ep. 79: Remember Gchat?

This week’s Animal Spirits with Michael & Ben is sponsored by YCharts: Mention Animal Spirits and receive 20% off your subscription price when you initially sign up for the service. We discuss: Tesla’s huge drawdown Why making your stock bets public makes it harder to have an open mind How our perceptions about retirement change over time Why…

Animal Spirits Episode 77: Money Made By Chance

This week’s Animal Spirits with Michael & Ben is sponsored by YCharts: Mention Animal Spirits and receive 20% off your subscription price when you initially sign up for the service. We discuss: Why dividends don’t matter as much as they used to for the stock market The guy who bet $85k to win $1.2 million on Tiger winning…

Animal Spirits Episode 76: Money Makes Money

This week’s Animal Spirits with Michael & Ben is sponsored by YCharts: Mention Animal Spirits and receive 20% off your subscription price when you initially sign up for the service. We discuss: Is the retirement crisis overblown? Or is it worse than most people assume? What do we do today that will seem crazy in 50 years? Pay…