Animal Spirits Podcast

What Animal Spirits Podcast Says About History

19 episodes about history

Animal Spirits is a show about markets, life, and investing. Join Michael Batnick and Ben Carlson as they talk about wha...

Key Insights on History

"TIPS are a great deal now," - Alex, noting they historically outperform nominal bonds and cash unless investors take on equity-level risk.

  • Corporate bond spreads remain historically tight because mega-cap companies are highly stable and do not face immediate refinancing pressures to meet payroll.
  • Archaeological evidence shows ordinary Romans had access to colorful clothing, elaborate shoes, and consumer goods from across the empire
  • YouTube's revenue share model (close to 50%) exists due to historical competition, while other social networks give creators effectively 0% outside token creator funds
  • AI provides the prospect of one-on-one tutoring for everyone, which historically raised student outcomes from 50th percentile to 99th percentile
  • Best Actor features potentially the strongest lineup in Academy Awards history with five exceptional performances
  • Rogan credits Elon Musk's Twitter purchase as historically significant for changing communication, providing transparency about bot accounts and foreign influence operations
  • Delta Airlines reports 'eight of top 10 sales days in history this quarter' with bookings up 25% year-over-year despite oil price spikes

Episodes

Talk Your Book: Do We Need the Federal Reserve?

Talk Your Book: Do We Need the Federal Reserve?

Talk Your Book: AI Is Not a Bubble

Talk Your Book: AI Is Not a Bubble

Talk Your Book: The Case for Investing in Emerging Market Bonds

Talk Your Book: The Case for Investing in Emerging Market Bonds

This Won't End Well (EP. 464)

This Won't End Well (EP. 464)

Talk Your Book: Investing in Securitization

Talk Your Book: Investing in Securitization

The Stock Market Is Doing Something We’ve Never Seen Before (EP. 463)

The Stock Market Is Doing Something We’ve Never Seen Before (EP. 463)

Home Buyer's Remorse (EP. 458)

Home Buyer's Remorse (EP. 458)

The Best Stocks in History (EP. 457)

The Best Stocks in History (EP. 457)

The Perfect Price of Oil (EP. 456)

The Perfect Price of Oil (EP. 456)

Will AI Displace Financial Advisors? (EP. 455)

Will AI Displace Financial Advisors? (EP. 455)

Talk Your Book: What's Working in the Stock Market?

Talk Your Book: What's Working in the Stock Market?

Talk Your Book: The Bull Market in Real Assets

Talk Your Book: The Bull Market in Real Assets

Everyone Hates AI (EP. 453)

Everyone Hates AI (EP. 453)

What Would You Do With $3 Million? (EP. 451)

What Would You Do With $3 Million? (EP. 451)

Talk Your Book: The 3 A's of the U.S. Economy

Talk Your Book: The 3 A's of the U.S. Economy

Talk Your Book: Investing in a Concentrated Stock Market

Talk Your Book: Investing in a Concentrated Stock Market

Hi-Yo Silver! (EP. 449)

Hi-Yo Silver! (EP. 449)

Talk You Book: How to Fix the Plumbing of the Financial System

Talk You Book: How to Fix the Plumbing of the Financial System

Talk Your Book: Structured Notes in an ETF

Talk Your Book: Structured Notes in an ETF

Books on history

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