The Irrelevant Investor

The Compound and Friends: How to Find the Next 100 Bagger with Neeraj Khemlani and Matt Ankrum

Michael Batnick — Fri, 01 May 2026 11:00:00 +0000

Sponsored

Adtrax: 8863683.1.1.AM.RTL SPD004528 Expiration: 4/30/27

SPY: The foundation of an evolving ETF market

Launched in 1993 as the first S&P 500 ETF, SPY helped define how investors access markets. As ETFs have evolved, SPY has remained a resilient, liquid foundation—helping investors navigate today’s rapidly changing environment.

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Today's Compound and Friends is brought to you by Victory Capital and Janus Henderson Investors:

This episode is sponsored by Victory Capital. To learn more, visit www.victoryshares.com

This episode is sponsored by Janus Henderson Investors. Learn more at https://www.janushenderson.com/securitizedmarkets/

The Compound and Friends:

The Compound and Friends

Join Downtown Josh Brown, Michael Batnick, and a rotation of their friends every Friday for expert insight and hot takes on the latest in business and investing.

podcasts.thecompoundnews.com/show/TCAF

Charts:

Neeraj Khemlani:

LinkedIn: https://www.linkedin.com/in/neeraj-khemlani-05478b4/

Matt Ankrum:

LinkedIn: https://www.linkedin.com/in/matthew-ankrum-cfa-06602213/

Check out our t-shirts, coffee mugs, and other swag here.

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Animal Spirits: Paycheck-to-Paycheck on $500,000

Michael Batnick — Wed, 29 Apr 2026 11:00:00 +0000

Sponsored

Adtrax: 8863683.1.1.AM.RTL SPD004528 Expiration: 4/30/27

SPY: The foundation of an evolving ETF market

Learn More

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Today's Animal Spirits is sponsored by Betterment Advisor Solutions and ClearBridge:

This episode is sponsored by Betterment Advisor Solutions. Learn more at Betterment.com/advisors.

Rising geopolitical tensions, continued market uncertainty, stocks backed by can offer more predictable cash flows as volatility increases. Visit https://www.clearbridge.com/ to learn more.

Animal Spirits:

Animal Spirits Podcast

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…

podcasts.thecompoundnews.com/show/animalspirits

On today’s show, we discuss:

Charts:

Tweets/Bluesky:

Recommendations:

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Talk Your Book: Consternation About Concentration

Michael Batnick — Mon, 27 Apr 2026 11:00:00 +0000

Sponsored

Dial In Your Technology Trades

Direxion ETFs offer three levels of tech sector exposure, giving you precise control. Trade across all three to dial in your conviction.

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Today's Talk Your Book is sponsored by State Street:

To learn more about State Street Investment Management click here: statestreet.com/IM

On today’s show, we discuss:

The rapid growth of the ETF industry and where the new money is coming from
The rotation away from Mag-7 toward small caps, industrials, and international and what structural forces are driving it
Why the AI capex cycle is starting to look a lot like the TMT bubble and how investors are pricing in winners and losers
Why strong earnings growth has kept the market resilient in the face of geopolitical risk and inflation concerns
What drove the doubling of US corporate profitability this century and whether those tailwinds can last

Animal Spirits:

Animal Spirits Podcast

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…

podcasts.thecompoundnews.com/show/animalspirits

Charts:

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The Compound and Friends: Why Nvidia is Going to 10 Trillion Dollars with Adam Parker and Rob Sechan

Michael Batnick — Fri, 24 Apr 2026 11:00:00 +0000

Sponsored

Dial In Your Technology Trades

Direxion ETFs offer three levels of tech sector exposure, giving you precise control. Trade across all three to dial in your conviction.

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Today's Compound and Friends is brought to you by Public and ClearBridge Investments:

This episode is sponsored by Public. Learn more at https://public.com/compound

Rising geopolitical tensions, continued market uncertainty, stocks backed by can offer more predictable cash flows as volatility increases. To learn more, go to https://www.clearbridge.com/

The Compound and Friends:

The Compound and Friends

Join Downtown Josh Brown, Michael Batnick, and a rotation of their friends every Friday for expert insight and hot takes on the latest in business and investing.

podcasts.thecompoundnews.com/show/TCAF

Charts:

Adam Parker:

LinkedIn: https://www.linkedin.com/in/adam-parker-759542179/

Rob Sechan:

LinkedIn: https://www.linkedin.com/in/rob-sechan-670811b

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Animal Spirits: Investing Isn't Supposed to be Fun

Michael Batnick — Wed, 22 Apr 2026 11:00:00 +0000

Sponsored

Dial In Your Technology Trades

Direxion ETFs offer three levels of tech sector exposure, giving you precise control. Trade across all three to dial in your conviction.

Learn More

Today's Animal Spirits is sponsored by Fidelity and Janus Henderson Investors:

This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+, Fidelity's most powerful trading platform yet. Learn more at http://www.fidelity.com/TraderPlus

This episode is sponsored by Janus Henderson Investors. Learn more at https://www.janushenderson.com/

Animal Spirits:

Animal Spirits Podcast

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…

podcasts.thecompoundnews.com/show/animalspirits

On today’s show, we discuss:

Charts:

Tweets/Bluesky:

Recommendations:

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Talk Your Book: Juicing Your Returns

Michael Batnick — Mon, 20 Apr 2026 11:00:00 +0000

Sponsored

Seeking High, Stable, Tax-Efficient Monthly Income?

Look no further—your income strategy just got an upgrade.

FOR INVESTORS WHO LOVE
INCOME

Today's Talk Your Book is sponsored by Calamos:

To learn more about, amplified, long-term wealth accumulation visit: www.calamos.com/CAGE

On today’s show, we discuss:

Bringing structured product strategies into the ETF wrapper and the four lenses Calamos uses to evaluate new products
How autocallable income ETFs work, and the difference between income and growth versions
The memory feature in CAGE and how uncollected coupons carry forward year over year until the market turns positive
The use case for CAGE as a long-term wealth accumulation vehicle

Animal Spirits:

Animal Spirits Podcast

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…

podcasts.thecompoundnews.com/show/animalspirits

CAGE:

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The Compound and Friends: Why Bubble Talk is Totally Wrong with Ankur Crawford

Michael Batnick — Fri, 17 Apr 2026 11:00:00 +0000

Sponsored

Seeking High, Stable, Tax-Efficient Monthly Income?

Look no further—your income strategy just got an upgrade.

FOR INVESTORS WHO LOVE
INCOME

Today's Compound and Friends is brought to you by Invesco and Janus Henderson Investors:

This episode is sponsored by Invesco. To learn more, visit https://www.invesco.com/us/en/solutions/invesco-etfs/income-advantage.html?audienceRole=FinancialProfessional

This episode is sponsored by Janus Henderson Investors. Learn more at https://www.janushenderson.com/

The Compound and Friends:

The Compound and Friends

Join Downtown Josh Brown, Michael Batnick, and a rotation of their friends every Friday for expert insight and hot takes on the latest in business and investing.

podcasts.thecompoundnews.com/show/TCAF

On today’s show, we discuss:

Investors are piling into “heavy assets, low obsolescence” stocks they hope can’t be clobbered by AI

Charts:

Tweets/Bluesky:

Ankur Crawford:

LinkedIn: https://www.linkedin.com/in/ankur-crawford-36278b/?skipRedirect=true

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Animal Spirits: Everyone Back in the Boat

Michael Batnick — Wed, 15 Apr 2026 11:00:00 +0000

Sponsored

Seeking High, Stable, Tax-Efficient Monthly Income?

Look no further—your income strategy just got an upgrade.

FOR INVESTORS WHO LOVE
INCOME

Today's Animal Spirits is sponsored by Goldman Sachs and Janus Henderson Investors:

This episode is sponsored by Goldman Sachs. Learn more at https://am.gs.com/en-gb/advisors/products/active-etfs

This episode is sponsored by Janus Henderson Investors. Learn more at https://www.janushenderson.com/

Animal Spirits:

Animal Spirits Podcast

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…

podcasts.thecompoundnews.com/show/animalspirits

On today’s show, we discuss:

Charts:

Tweets/Bluesky:

Recommendations:

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Talk Your Book: The Biggest Active ETF

Michael Batnick — Mon, 13 Apr 2026 11:00:00 +0000

Sponsored

Top Performing Stocks In The KOID Portfolio" style="width: 100%; height: auto; border-radius: 6px; display: block;">

Humanoid Robotics ETF:
Top Performing Stocks In The KOID Portfolio

For investors seeking broader exposure to AI, robotics, and technology, KOID sits within KraneShares’ AI, Robotics & Emerging Technology ETF suite, which holds complementary strategies that focus on AI and technology.

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Today's Talk Your Book is sponsored by JP Morgan:

Click here to learn more about JP Morgan

On today’s show, we discuss:

JEPI's relative outperformance in early 2026 and the role of active stock selection
Why writing options at the index level avoids capping gains on winners
The case for prioritizing total return over headline yield
How advisors are utilizing these products across different portfolio constructions
JOYT's approach to reinvesting options premiums rather than distributing them as income

Animal Spirits:

Animal Spirits Podcast

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…

podcasts.thecompoundnews.com/show/animalspirits

JEPI:

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Important Disclaimers from JP Morgan: https://am.jpmorgan.com/us/en/asset-management/adv/disclosures/talkyourbookpodcastapril2026/

Investors should carefully consider the investment objectives and risks as well as charges and expenses of a mutual fund or ETF before investing. The prospectus contains this and other information about the mutual fund and ETF. Read carefully before investing. To obtain a prospectus for mutual funds, call 1-800-480-4111; for ETFs, call 1-844-4JPM-ETF.

This communication has been prepared for information purposes only and is not intended to provide, and should not be relied on for, accounting, legal or tax advice or investment recommendations Investors should consult their own tax advisors regarding the tax consequences of an investment in an ETF.

JPMorgan paid for participation in the production of this podcast

The price of equity securities may fluctuate rapidly or unpredictably due to factors affecting individual companies, as well as changes in economic or political conditions. These price movements may result in loss of your investment.

JEPI and JEPQ: Investments in Equity-Linked Notes (ELNs) are subject to liquidity risk, which may make ELNs difficult to sell and value. Lack of liquidity may also cause the value of the ELN to decline. Since ELNs are in note form, they are subject to certain debt securities risks, such as credit or counterparty risk. Should the prices of the underlying instruments move in an unexpected manner, the Fund may not achieve the anticipated benefits of an investment in an ELN, and may realize losses, which could be significant and could include the Fund's entire principal investment.

ROCY and ROCQ: Yield represents annualized fund distributions, which may be taxed as qualified or ordinary dividends, capital gains, or return of capital. The funds' investment strategies seek to generate return of capital distributions, but no assurance can be given. In certain market environments, essentially all distributions could be taxable to an investor as ordinary dividend income. Amounts paid in excess of an ETF's current and accumulated earnings are treated for tax purposes first as a tax-free return of capital until an investor's cost basis is reduced to zero; further amounts are taxed as capital gains. Return of capital isn't taxed when received but lowers an investor's basis, which can increase future taxes (or reduce losses) when you sell. Any distribution reduces the Fund's NAV. Return of capital (ROC), which is not guaranteed, refers to the portion of a distribution from an investment that is not considered taxable income, because, for tax purposes, it is treated as a return of part of the original investment. ROC distributions are not taxed currently; however, they will generally lower an investor's adjusted basis in an investment. By lowering basis, such distributions will ultimately result in a proportionately higher capital gain (or a smaller capital loss) when the investor sells the shares. Some investors might prefer the ability to delay taxes. ROC distributions in excess of an investor's tax basis in the investment will generally be treated for tax purposes as capital gain.

ROCY, ROCQ, and JOYT: Selling call options brings in upfront cash and can lower risk, but it caps upside if stocks rise. Buying call options risks losing the premium if they expire worthless. In unusual or illiquid markets, these strategies may not work as intended, may not reduce volatility as hoped, and can result in losses.

JEPQ and ROCQ: Nasdaq®, Nasdaq-100 Index®, Nasdaq 100® and NDX® are registered trademarks of Nasdaq, Inc. (which with its affiliates is referred to as the "Corporations") and are licensed for use by J.P. Morgan Investment Management Inc. JPMorgan Nasdaq Equity Premium Income ETF (the "Fund") has not been passed on by the Corporations as to its legality or suitability. The Fund is not issued, endorsed, sold, or promoted by the Corporations. THE CORPORATIONS MAKE NO WARRANTIES AND BEAR NO LIABILITY WITH RESPECT TO THE FUND.

JPMorgan Distribution Services, Inc.; member FINRA

The Compound and Friends: Stocks Took the Stairs Down and the Elevator Up

Michael Batnick — Fri, 10 Apr 2026 11:00:00 +0000

Sponsored

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Humanoid Robotics ETF:
Top Performing Stocks In The KOID Portfolio

Learn More

Today's Compound and Friends is brought to you by VanEck and Janus Henderson Investors:

This episode is sponsored by VanEck. To learn more, visit https://www.vaneck.com/RAAXCompound/overview/

This episode is sponsored by Janus Henderson Investors. Learn more at https://www.janushenderson.com/

The Compound and Friends:

The Compound and Friends

Join Downtown Josh Brown, Michael Batnick, and a rotation of their friends every Friday for expert insight and hot takes on the latest in business and investing.

podcasts.thecompoundnews.com/show/TCAF

On today’s show, we discuss:

Charts:

Tweets/Bluesky:

Steve Sosnick:

Twitter: https://x.com/SteveSosnick
LinkedIn: https://www.linkedin.com/in/steve-sosnick-2b570a8b/

Sam Ro:

Twitter: https://x.com/SamRo
LinkedIn: https://www.linkedin.com/in/sammyro/

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Animal Spirits: $1 Million is The Worst Amount of Money

Michael Batnick — Wed, 08 Apr 2026 11:00:00 +0000

Sponsored

Top Performing Stocks In The KOID Portfolio" style="width: 100%; height: auto; border-radius: 6px; display: block;">

Humanoid Robotics ETF:
Top Performing Stocks In The KOID Portfolio

Learn More

Today's Animal Spirits is sponsored by:

This episode is sponsored by WisdomTree. To learn more, visit https://www.wisdomtree.com/geopolitical-opportunities

International and emerging market stocks outperformed the U.S. in 2025. At ClearBridge, we believe this momentum can continue. Find out more at https://www.clearbridge.com/

Animal Spirits:

Animal Spirits Podcast

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…

podcasts.thecompoundnews.com/show/animalspirits

On today’s show, we discuss:

Charts:

Tweets/Bluesky:

Recommendations:

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Talk Your Book: Income and Momentum

Michael Batnick — Mon, 06 Apr 2026 11:00:00 +0000

Sponsored

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Artificial intelligence doesn’t run on software alone. It depends on semiconductors, energy, and critical materials. Position your portfolio for the physical infrastructure behind AI’s growth with VanEck ETFs.

Please click here for important disclosures.

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Today's Talk Your Book is sponsored by Motley Fool Asset Management and Eaton Vance:

Click here to learn more about Motley Fool Asset Management

Click here to learn more about Eaton Vance

On today’s show, we discuss:

Motley Fool Asset Management,

Why momentum investing is not performance chasing, and how a rules-based approach brings discipline to the strategy
How Motley Fool layers momentum on top of a high-quality investment universe to identify promising opportunities
MFMO's portfolio construction including universe, position sizing, turnover targets, and behavior in down markets

Eaton Vance,

What preferred securities are, how they trade, and where they fit in a diversified income portfolio
Why financial institutions and utilities issue preferred stock, and the regulatory reasons behind new issuance
How private credit has reshaped the fixed income landscape, and whether systemic risk concerns are overblown

Animal Spirits:

Animal Spirits Podcast

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…

podcasts.thecompoundnews.com/show/animalspirits

Charts, Motley Fool Momentum Factor ETF (MFMO):

Charts, Eaton Vance Preferred Securities and Income ETF(EVPF):

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The Compound and Friends: Why Gas Prices Can’t Wreck the Market

Michael Batnick — Fri, 03 Apr 2026 11:00:00 +0000

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Access the ETFs Powering the AI Buildout

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Today's Compound and Friends is brought to you by Aberdeen Investments and Clearbridge:

This episode is sponsored by Aberdeen Investments. Learn more at https://www.aberdeeninvestments.com/active-etfs

This episode is sponsored by Clearbridge. Companies with physical assets, predictable cash flows and durable moats are well-positioned in a volatile, high‑valuation market. Find out more at https://www.clearbridge.com/

The Compound and Friends:

The Compound and Friends

Join Downtown Josh Brown, Michael Batnick, and a rotation of their friends every Friday for expert insight and hot takes on the latest in business and investing.

podcasts.thecompoundnews.com/show/TCAF

On today’s show, we discuss:

Charts:

Tweets/Bluesky:

Dan Greenhaus:

Twitter: https://x.com/DanGreenhaus
LinkedIn: https://www.linkedin.com/in/dan-greenhaus-88317a16/

Alexandra Semenova:

Twitter: https://x.com/alexandraandnyc?lang=en
LinkedIn: https://www.linkedin.com/in/asemenova6/

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Animal Spirits: Home Buyer's Remorse

Michael Batnick — Wed, 01 Apr 2026 11:00:00 +0000

Sponsored

Access the ETFs Powering the AI Buildout

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Today's Compound and Friends is brought to you by Teucrium and Janus Henderson Investors:

This episode is sponsored by Teucrium. Find out more at https://teucrium.com/agricultural-commodity-etfs

This episode is sponsored by Janus Henderson Investors. Learn more at https://www.janushenderson.com/

The Compound and Friends:

The Compound and Friends

Join Downtown Josh Brown, Michael Batnick, and a rotation of their friends every Friday for expert insight and hot takes on the latest in business and investing.

podcasts.thecompoundnews.com/show/TCAF

On today’s show, we discuss:

Charts:

Tweets/Bluesky:

Recommendations:

Check out our t-shirts, coffee mugs, and other swag here.

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Talk Your Book: Navigating Fixed Income in a Crazy World

Michael Batnick — Mon, 30 Mar 2026 11:00:00 +0000

Sponsored

Use of Leveraged & Inverse ETFs Way Up">

Active Trader Report: Use of Leveraged & Inverse ETFs Way Up

The Active Trader Report: What fund volume surged 131% in the past five years? See what's fueling the leveraged and inverse boom and how active traders respond.

Get the Report and View the Webcast

Today's Talk Your Book is sponsored by Invesco:

Click here to learn more about Invesco

On today’s show, we discuss:

Why investors continue to hold $7 trillion in money market funds despite the Fed easing cycle
How the quality of high yield issuers today compares to historical norms, and why spreads remain tight
Public credit versus private credit: liquidity, transparency, and the risks of opening private markets to retail investors
Why floating rate strategies have become more relevant in an environment of rate uncertainty
The advantages of active fixed income ETFs over mutual funds in terms of cost and tax efficiency

Animal Spirits:

Animal Spirits Podcast

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…

podcasts.thecompoundnews.com/show/animalspirits

Charts:

Check out our t-shirts, coffee mugs, and other swag here.

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The Compound and Friends: These are Cheap Stocks with Catalysts

Michael Batnick — Fri, 27 Mar 2026 11:00:00 +0000

Sponsored

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Active Trader Report:
Use of Leveraged & Inverse ETFs Way Up

The Active Trader Report: What fund volume surged 131% in the past five years? See what's fueling the leveraged and inverse boom and how active traders respond.

Get the Report and View the Webcast

Today's Compound and Friends is brought to you by WisdomTree and Janus Henderson Investors:

This episode is sponsored by WisdomTree. Learn more about OPPJ and the broader suite of geopolitical opportunity ETFs at WisdomTree.com/Geopolitical-Opportunities

This episode is sponsored by Janus Henderson Investors. Learn more at https://www.janushenderson.com/

The Compound and Friends:

The Compound and Friends

Join Downtown Josh Brown, Michael Batnick, and a rotation of their friends every Friday for expert insight and hot takes on the latest in business and investing.

podcasts.thecompoundnews.com/show/TCAF

On today’s show, we discuss:

Charts:

Jonathan Boyar:

Twitter: https://x.com/BoyarValue
LinkedIn: https://www.linkedin.com/in/jonathan-boyar-9327368/
Substack: https://boyarresearch.substack.com

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Animal Spirits: The Best Stocks in History

Michael Batnick — Wed, 25 Mar 2026 11:00:00 +0000

Sponsored

Use of Leveraged & Inverse ETFs Way Up">

Active Trader Report: Use of Leveraged & Inverse ETFs Way Up

The Active Trader Report: What fund volume surged 131% in the past five years? See what's fueling the leveraged and inverse boom and how active traders respond.

Get the Report and View the Webcast

Today's Animal Spirits is sponsored by Invesco and Janus Henderson Investors:

This episode is sponsored by Invesco. Learn more at invesco.com

This episode is sponsored by Janus Henderson Investors. Learn more at https://www.janushenderson.com/

Animal Spirits:

Animal Spirits Podcast

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…

podcasts.thecompoundnews.com/show/animalspirits

On today’s show, we discuss:

Charts:

Tweets/Bluesky:

Recommendations:

Check out our t-shirts, coffee mugs, and other swag here.

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Talk Your Book: What's the Latest in Crypto?

Michael Batnick — Mon, 23 Mar 2026 11:00:00 +0000

Sponsored

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tax-optimized portfolios

Tax optimization has become an essential building block for modern portfolio construction. See how Nuveen's municipal bond solutions, tax planning resources and direct indexing capabilities can enhance after-tax returns.

Learn More

Today's Talk Your Book is sponsored by Grayscale:

Click here to learn more about Grayscale

On today’s show, we discuss:

Bitcoin's muted response to recent geopolitical turmoil
The shift from price speculation toward infrastructure and tokenization
Stablecoins as the bridge between traditional finance and digital assets, enabling 24/7 settlement and seamless dollar conversion
Staking inside Grayscale's Ethereum and Solana ETPs and how the liquidity sleeve model works
Bitcoin ETFs crossing $90 billion in assets, with growing adoption from crypto-native holders

Animal Spirits:

Animal Spirits Podcast

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…

podcasts.thecompoundnews.com/show/animalspirits

Charts:

Check out our t-shirts, coffee mugs, and other swag here.

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The Compound and Friends: Are We in a Bear Market?

Michael Batnick — Fri, 20 Mar 2026 23:00:00 +0000

Sponsored

Pathways to tomorrow's
tax-optimized portfolios

Learn More

Today's Compound and Friends is brought to you by Betterment Advisor Solutions and Janus Henderson Investors:

This episode is sponsored by Betterment Advisor Solutions. Learn more at https://betterment.com/advisors.

This episode is sponsored by Janus Henderson Investors. Learn more at https://www.janushenderson.com/

The Compound and Friends:

The Compound and Friends

Join Downtown Josh Brown, Michael Batnick, and a rotation of their friends every Friday for expert insight and hot takes on the latest in business and investing.

podcasts.thecompoundnews.com/show/TCAF

On today’s show, we discuss:

Apple Is Way Behind in AI—and Still Making a Fortune From It
What is going on in private equity?
Jim’s new book: How to Ride the Subway

Charts:

Check out our t-shirts, coffee mugs, and other swag here.

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Animal Spirits: The Perfect Price of Oil

Michael Batnick — Wed, 18 Mar 2026 11:00:00 +0000

Sponsored

Pathways to tomorrow's
tax-optimized portfolios

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Today's Animal Spirits is sponsored by Franklin Templeton and ClearBridge:

This episode is sponsored by Franklin Templeton. Learn more at franklintempleton.com/activeETFs.

This episode is sponsored by Clearbridge. A healthy economic backdrop should continue to support broadening equity leadership going forward. Learn more at https://www.clearbridge.com/

Animal Spirits:

Animal Spirits Podcast

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…

podcasts.thecompoundnews.com/show/animalspirits

On today’s show, we discuss:

Charts:

Tweets/Bluesky:

Recommendations:

Check out our t-shirts, coffee mugs, and other swag here.

Subscribe here: