Animal Spirits: A Fire Alarm For Interest Rates

On today’s show we discuss the SpaceX IPO, index fund bagholders, the pros and cons of rising bond yields, the markets got the war right, how consumer sentiment broke, the Bezos tax plan, AI optimism, did crypto miss its moment, the coming renovation boom, dad books and more.

Animal Spirits: The Fat Pitch For Bears

On today’s show we discuss what can stop the stock market, Nvidia is too big, the boy who cried wolf predictions, market timing reminders, Michael Burry crash calls, AI portfolio strategies, AI is the new Netflix, the robots are coming, rich people who aren’t happy, Harrison Ford, Martin Short and more.