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
Listen here:
Stories mentioned:
- Media giants stare down terrifying debt problem
- Streaming video will soon look like the bad olf days of TV
- Apple splurges on a Christmas Carol with Ryan Reynolds & Will Ferrell
- Jeff Bezo’s master plan
- Is Amazon unstoppable?
- The China culture clash
- Re-Kindled: Malcolm Gladwell
- ESPN forbids discussion of Chinese politics
- Investors pull money out of stock funds
- What champagne, RVs, and underwear can predict about the next recession
- Mortgage rates could be even lower
- Mutual funds still dominate
- Who won the zero-fee ETF war?
- Some millennials worry retirement will never arrive
- Silicon Valley is trying out a new mantra: Make a profit
- Robinhood offers 2% cash account
- What good is a CFA for?
- Conan and Dave
Books mentioned:
Charts mentioned:
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