Animal Spirits Episode 25: Some Things We Learned

On this week’s Animal Spirits with Michael & Ben we discuss:

• Why the next recession won’t look like the last one.
• Why investors are always fighting the last war.
• Is it now contrarian to predict higher expected returns?
• What could cause the future to look better than the past in the markets?
• The staggering growth in venture capital outside the U.S.
• The insane pension payouts to some government workers in Oregon.
• Why Germans save more than Americans.
• What the 200-day moving average tells us.
• Some thoughts on 529 college saving plans and how they can increase your returns.
• Some things Michael learned about the NBA.
• The best TV show I’ve seen in a long time and much more.

Listen here:

Stories mentioned:

• Big banks find a back door to finance subprime loans
• Rising home prices push borrowers deeper into debt
• Predicting the next recession
• Failing slow, failing fast, and failing very fast
• Silicon Valley has a challenger
• What if the future is better than we think?
• A $76k monthly pension
• Why are Germans so obsessed with saving money?
• The 200-day moving average is not always a reliable sell signal

Books mentioned:

• Abundance by Peter Diamondis
• The Fish That Ate the Whale by Rich Cohen
• The Disappeared by CJ Box
• The Book of Basketball by Bill Simmons

Charts mentioned:

Tweets mentioned:

Email us at animalspiritspod@gmail.com with any feedback, recommendations, or questions.

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