Animal Spirits: The Undies Indicator

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

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We discuss:

  • The massive debt involved in the streaming wars
  • Is Netflix recession-proof?
  • Amazon’s plan for world domination
  • The China-NBA saga
  • What happens if Apple, Nike, or other businesses get dragged into the China spotlight?
  • The underwear indicator
  • Why mortgage rates haven’t fallen as much as you think
  • The difference between credit and interest rates
  • Mutual funds still dominate ETFs
  • Who won the zero-fee ETF war?
  • VCs learn about gross margins the hard way
  • Robinhood rolls out banking for millennials
  • What does the future hold for CFA charterholders?
  • The greatest TV characters of all-time and much more

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Stories mentioned:

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Charts mentioned:

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