Animal Spirits: Michael’s Brain Fart

This week’s Animal Spirits with Michael & Ben is supported by YCharts:

Mention Animal Spirits and receive 20% off your subscription price when you initially sign up for the service.

We discuss:

  • The best and worst-performing stocks in the S&P 500
  • How to pass the CFA exam
  • Can we talk ourselves into a recession?
  • A chart crime of the year candidate
  • Where the job growth is coming from
  • Factor crashes
  • Why quants move the markets more than index funds
  • Influencer ghost-writers
  • The difference between an IRR and compounded return
  • Why private market returns are coming down
  • Where Amazon might go next
  • Why best-of conversations are impossible
  • Why comedians are getting too sensitive and much more

Listen here:

Stories mentioned:

Books mentioned:

Charts mentioned:

Tommy Boy scenes mentioned:

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