On this week’s Animal Spirits with Michael and Ben we discuss:
- Can the 60/40 portfolio ever really die?
- Why stock matter more than bonds for long-term returns
- Why don’t rich people just stop working?
- Did Carl Icahn ruin Blockbuster?
- Is anyone listening when influencers tell us what to buy?
- What if the recession is still a few years away?
- Buybacks and earnings growth
- The best predictor of stock fund returns
- What age are people the least happy in life?
- The huge shift from individual stocks to stock funds
- Was Disney Plus a no-brainer?
- QE on the DL
- Will QE ever really go away?
- Does the market care about the volume of trading?
- Is Office Space properly rated?
- Is Paul Rudd the least polarizing actor on the planet?
- Netflix vs. Blockbuster and much more
Listen here:
Stories mentioned:
- Bank of America declares the end of the 60/40 portfolio
- A eulogy for the 60/40 portfolio
- 60/40 has worked even when bond returns were low
- Why don’t rich people just stop working?
- Carl Icahn is making another landmark deal
- Online influencers tell you what to buy
- Housing and recessions
- The best predictor of stock fund returns
- A questionable theory about Trump trades
- Study finds 45 is the least happy age
- What is a mutual fund worth
- Bob Iger bets big on streaming
- Understanding household trading behavior
- Finding meaning in quantitative easing
Books mentioned:
Charts mentioned:
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