Animal Spirits: Money Buys Happiness

On today’s show we discuss calling a top in the stock market, why people don’t trust data, the economy is still fine, why yields are rising in a rate cutting environment, a bigger innovation than AI, the impact of climate change on the housing market, we are a nation of trucks, money actually does buy happiness and more.

Animal Spirits: The Most Bullish Backdrop

On today’s show we discuss the biggest risk to the real estate market, why bull markets are different today, gold & stocks both hitting ATHs, the US economy is sitting pretty, wearable AI glasses, bullish housing demographics, Michael’s favorite horror movies and much more.