Animal Spirits Episode 19: Brothers From Another Mother

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.

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