Animal Spirits Episode 37: Ring the Bell

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

  • Implications from the trade war.
  • Why it’s so difficult to trade based on economic uncertainty.
  • Tech IPOs are so hot right now.
  • The consumer balance sheet is in surprisingly good shape.
  • Household net worth is breaking out in an uptrend.
  • Housing is relatively affordable these days (on average) and was insanely expensive in the 80s compared to income.
  • A concerning data point on the economy.
  • Social security and Medicare are expensive.
  • Why we changed our minds on esports a week later.
  • The weirdest story of the week.
  • Why young people are having fewer babies.
  • A sad tale on the burdens of student loan debt.
  • Why U.S. investors are so lucky.

Listen here:

Stories mentioned:

Charts mentioned:

(most of these from the JP Morgan Guide to the Markets)

Books mentioned:

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