Rick Buhrman & Paul Buser - Find Your X, Nurture Your N - [Invest Like the Best, EP.346]
My guests this week are Rick Buhrman and Paul Buser. Rick and Paul spent over a decade managing the public equity portfolio at Notre Dame’s Endowment before leaving in 2020 to set up a permanent capit
Talk Your Book: Compounding Machine
Description: On today's show, we spoke with Eric Crittenden, CIO of Standpoint Asset Management to discuss: The creation and use of trend following, market changes over time, understanding what invest
Jack Altman & Miles Grimshaw - Building and Investing in Lattice - [Invest Like the Best, E
My guests today are Jack Altman and Miles Grimshaw. Jack is the co-founder and CEO of Lattice, an HR software platform. Miles is a General Partner at Benchmark, an early investor and Board Director at
Talk Your Book: Where Leverage Comes From
On today's show, we are joined by Ed Egilinsky, Managing Director and Head of Alternatives at Direxion to discuss: How leverage is created within leveraged ETFs, Why leveraged ETFs should not be held
Americans Love Borrowing Money (EP.326)
On episode 326 of Animal Spirits, Michael Batnick and Ben Carlson discuss: Future Proof, how markets have changed over the past 70 years, why allocations to stocks are higher than they were in the pas
Michael Simanovsky - A Platform Approach to Real Estate - [Invest Like the Best, EP.344]
My guest today is Michael Simanovsky. Mike is the Managing Partner of Conversant Capital, a real estate investment firm he founded in early 2020. Conversant aims to be the most flexible capital provid
Talk Your Book: Customizing Alternatives
On today's show, we are joined again by Brett Hillard, CIO of GLASfunds to discuss: wealth managers vs. institutions investing in alternatives, how advisors are utilizing GLASfunds, investing in alts
Is Apple the Next IBM? (EP.325)
On episode 325 of Animal Spirits, Michael Batnick and Ben Carlson are live at Future Proof! Duncan spills a Miami Vice and we discuss: what we actually do at RWM, if Apple is the next IBM, Canadian re
David Senra - In Service of Founders - [Invest Like the Best, EP.343]
My guest today is David Senra, the creator and host of Founders Podcast. With an incredible appetite for biographies, David has delved into the lives of over three hundred entrepreneurs, extracting in
Talk Your Book: The Macro Case for Crypto
On today's show, Michael and Ben are joined by Jack Neureuter, Senior Research Analyst at Fidelity Digital Assets, and Ramine Bigdeliazari, Director of Product at Fidelity Digital Assets to discuss:-
Talk Your Book: Need to Have Cars With Car Dealership Guy
On today's show, Michael and Ben are joined again by to discuss: Ben's car leasing dilemma, leasing vs buying, why car prices have gotten so expensive, Tesla vs everyone, and much mor
The Market Cap of Taylor Swift (EP.324)
On episode 324 of Animal Spirits, Michael Batnick and Ben Carlson discuss: one of the best years ever for the Nasdaq 100, people who want to see the financial system burn, getting back on trend with e
Will England - A Primer on Multi-Strategy Hedge Funds - [Invest Like the Best, EP.342]
My guest today is Will England, the CEO and Co-CIO of Walleye Capital. Walleye is a multi-strategy hedge fund headquartered in Minnesota that manages around $5 billion. Our conversation is a primer on
Are You on Track For Retirement? (EP.323)
On episode 323 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the outlook for a 60/40 portfolio, dollar cost averaging into a bear market, the evolution of retirement, the best age for ma
James Cameron - The Futurist - [Founders, Forever Episode]
Almost exactly a year ago, Colossus entered into a partnership with David Senra and the Founders podcast to join the Colossus network. The show has since exploded with more devoted fans than any podca
Talk Your Book: J.P. Morgan's Covered Call Strategies
On today's show, Michael and Ben are joined by Hamilton Reiner, MD, PM, and Head of US Equity Derivatives at J.P. Morgan Asset Management to discuss: how JEPI is constructed, how volatility affects yi
Lee Ainslie - Hedge Fund Maverick - [Invest Like the Best, EP. 341]
My guest today is Lee Ainslie, the founder of Maverick Capital. Lee started his investing career at Tiger Management where he worked for Julian Robertson. In 1993, he left to start Maverick and has bu
Talk Your Book: Customizing Your Assets
On today's show, Michael and Ben are joined by Matt Radgowski, CEO of Halo Investing to discuss: customizing your assets, utilizing structured notes as a hedge, latest innovations in defined outcome p
How Much is Happiness Worth? (EP.321)
On episode 321 of Animal Spirits, Michael Batnick and Ben Carlson discuss: Ben's trip to NYC, stock market vs. bond market valuations, the 4% inflation scenario, why the consumer is so important, reco
Nick Kokonas - Know What You Are Selling – [Founder’s Field Guide, Forever Episode]
Today, we are running a special episode from our show Founder's Field Guide. In this conversation, Nick Kokonas shares his experience of bringing a business mindset to the restaurant industry. It is o
Talk Your Book: Large Cap Alpha
On today's show, Michael and Ben are joined by Francisco Bido, Senior Portfolio Manager for the Integrated Alpha group of F/m Investments to discuss: screening companies, growth vs value investing, in
Do Valuations Matter? (EP.320)
On episode 320 of Animal Spirits, Michael Batnick and Ben Carlson discuss: bull market corrections, why valuations don't matter all that much, why people were so wrong about the stock market, why we h
Des Traynor - Real Talk about AI and Software - [Invest Like the Best, EP.340]
My guest today is Des Traynor. Des is the co-founder and Chief Strategy Officer of Intercom - a customer service solution that helps businesses answer product questions, offer instant support, and aut
Talk Your Book: Compounding with Concentrated Portfolios
On today's show, Michael and Ben are joined by John Neff, Partner and Portfolio Manager of AKRE Capital Management to discuss: the AI investing craze, the creation of fundamental analysis, compounding
Everything is Up This Year (EP.319)
On episode 319 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the biggest behavioral bias in investing, the number of IPOs that survive, rolling the dice on the stock market, why the cons
Samo Burja - The Great Founder Theory of History - [Invest Like the Best, EP.339]
My guest today is Samo Burja. Samo is the founder of consulting firm, Bismark Analysis, and has dedicated his life’s work to understanding why there has never been an immortal society. His research fo
Talk Your Book: 100% Downside Protection
On today's show, Michael and Ben are joined by Bruce Bond, Founder and CEO of Innovator ETFs to discuss: how 100% downside protection works, what upside you can earn with complete downside protection,
Chris Paik - Venture Investing Frameworks - [Invest Like the Best, EP.338]
Description: On today's show, we spoke with Eric Crittenden, CIO of Standpoint Asset Management to discuss: The creation and use of trend following, market changes over time, understanding what invest3
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