On this week’s Animal Spirits with Michael & Ben we discuss:
- How much your job should matter in determining your portfolio.
- How to clean up a suboptimal portfolio with a mishmash of holdings.
- The Dustin Hoffman approach to budgeting.
- The importance of tracking your investment performance.
- Should you be skeptical of smart beta funds?
- Investing implications from pulling the goalie in hockey.
- Should you be worried about how share buybacks impact the stock market?
- Harvard’s foray into tomato paste and sugar investments in Brazil.
- Are tomatoes a fruit or vegetable?
- The ridiculous real estate market in Silicon Valley.
- Our thoughts on Jim Cramer, work-life balance and more.
Listen here:
Storied mentioned:
- Smart beta is making this strategist sick
- Pulling the goalie: hockey and investment implications
- The Loser’s Curse: Overconfidence vs. Market Inefficiency in the NFL Draft
- Calculated risks from the coach who never punts
- The end of the low volatility regime
- Stock market yields are higher than you think
- Will active funds save your bacon in a downturn?
- Dow vigilantes
- The truth and myths of buybacks
- Harvard blew $1 billion in bet on tomatoes, sugar and eucalyptus
- This house went for $2 million in Silicon Valley
- A third of U.S. homebuyers are bidding sight unseen
Books mentioned:
- Nudge: Improving Decisions About Health, Wealth, and Happiness by Richard Thaler and Cass Sunstein
- The Spider Network by David Enrich
- Theodore Roosevelt by Edmund Morris
- Stay Hungry by Sebastian Maniscalco
- The Hard Thing About Hard Things by Ben Horowitz
Podcasts mentioned:
Email us at animalspiritspod@gmail.com with any feedback, recommendations, or questions.
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