Talk Your Book: Income and Momentum

Author

Michael Batnick
April 06, 2026

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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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