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Animal Spirits Podcast

Podcasts · Investing

Animal Spirits Podcast

557 episodes · 9 with AI analysis

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/

AI Intelligence · across all analyzed episodes

Topics · top 10

Tax Alpha vs. Market Alpha in Wealth ManagementIRS Workforce Reduction and Tax Compliance RiskSoftware Sector Collapse and Semiconductor DominanceAI Impact on Entry-Level Job MarketLabor Force Participation Rate vs. Unemployment RateConsumer Sentiment Disconnect from Spending BehaviorHousing Market Bifurcation by RegionBoomer Retirement Home Sales Wave (2030-2040)Venture Capital Concentration in AI Mega-RoundsSector Rotation: Energy vs. Tech Weighting

Analyzed Episodes

Apr 15, 2026

Everyone Back in the Boat (EP. 460)

Tax Alpha vs. Market Alpha in Wealth ManagementIRS Workforce Reduction and Tax Compliance RiskSoftware Sector Collapse and Semiconductor Dominance
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Apr 13, 2026

Talk Your Book: The Biggest Active ETF

Covered Call Option StrategiesActive ETF ManagementOption Income Generation
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Apr 8, 2026

$1 Million is the Worst Amount of Money (EP. 459)

Market Concentration Risk and Mag 7 PerformanceValue Stock Outperformance and Sector RotationUpper-Middle Class Wealth Psychology and Lifestyle Creep
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Apr 1, 2026

Home Buyer's Remorse (EP. 458)

Market Correction vs. Recession SignalsTech Sector Valuation Compression and AI CapexWealth Inequality and Political Backlash
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Mar 2, 2026

Talk Your Book: The Bull Market in Real Assets

Real Assets ETF Strategy and Portfolio ConstructionAI Infrastructure Investment and CapEx Cycle DurationGold Bull Market Catalysts and Historical Comparison
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Feb 25, 2026

Everyone Hates AI (EP. 453)

AI Job Displacement and White-Collar Labor Market DisruptionTech Stock Valuation and Market Rotation DynamicsPrivate Credit Crisis and Blue Owl Redemptions
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Feb 23, 2026

Talk Your Book: Investing in Next Gen Tech Stocks

NASDAQ Next Gen 100 ETF (QQQJ) positioning and performanceMarket concentration risk in mega-cap tech stocksEqual-weight versus market-cap weighting strategies
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Feb 18, 2026

Is AI a Mistake? (EP. 452)

AI Job Displacement and Labor Market ImpactSoftware Company Valuation Compression and MoatsPrediction Markets vs. Traditional Forecasting
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Feb 16, 2026

Talk Your Book: Why Commodities Are Working

Commodity Momentum and Trend Following StrategiesGold as Geopolitical and Inflation HedgeActive vs. Passive Commodity Index Management
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