Talk Your Book: Consternation About Concentration
From Animal Spirits Podcast by The Compound
April 27, 2026 · 40 min
About this episode
The episode discusses ETF adoption, geopolitical issues, AI, and potential economic risks with guest Michael Arone.
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by State Street's Michael Arone to discuss: the origin story of SPY, what's driving ETF adoption, geopolitics vs. AI, potential economic risks and more. Find complete show notes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Feel free to shoot us an email at animalspirits@thecompoundnews.com with any feedback, questions, recommendations, or ideas for future topics of conversation. Check out the latest in financial blogger fashion at The Compound shop…
People in this episode
Hosts: Michael Batnick, Ben Carlson
Guest: Michael Arone
Topics covered
- ETF adoption
- geopolitics
- AI
- economic risks
- investment strategies
Keywords
- ETF
- investment
- geopolitics
- AI
- economic risks
- Michael Arone
- Animal Spirits Podcast
Mentioned in this episode
Organizations: State Street, Ritholtz Wealth Management
Books & works: A Wealth of Common Sense, The Irrelevant Investor
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- Talk Your Book: Why Rising Rates Won't Hurt You Anymore · June 1, 2026 · 32 min
- A Fire Alarm For Interest Rates (EP. 466) · May 27, 2026 · 1h 1m
- Talk Your Book: Investing in the Rise of the Robots · May 25, 2026 · 35 min
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