Animal Spirits Episode 51: The Healthy Correction

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

  • The recent market turbulence.
  • Maybe 401ks won’t provide a floor under the market.
  • The problem with 401k loans.
  • The rise and fall of Sears.
  • How Buffett predicted Eddie Lampert’s struggles with Sears 10 years ago.
  • The similarities between Sears and Amazon.
  • The impact of student loans on the economy.
  • Survey of the week: What’s holding back first-time homebuyers?
  • What if valuations were predicting improved fundamentals?
  • How many institutional investors index?
  • Value investing in taxis.
  • Will Amazon and Wal-Mart be your doctors in the future?
  • There’s a difference between individual stocks and the stock market.
  • Did Tesla outsell Mercedes Benz?
  • Are HSAs underutilized?
  • The psychology behind a 100% stock market portfolio and much more.

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