On this week’s Animal Spirits with Michael and Ben we discuss:
- Michael’s review of The Irishman
- Why the movie business is like Major League Baseball
- Why food delivery is entering a recession
- The Ok boomer meme
- Why demographics wars will never end
- The average length of time people stay in their homes
- Why people are staying in their homes for longer
- How TikTok is taking over social media
- How Deadspin imploded
- Why now may not be a bad time to sell a business
- The enormous growth in Apple’s wearables business
- Ashton Kutcher’s new personal finance reality show
- Who is the worst investor in the world and why?
- YOLO options trading
- How many people could handle a FIRE lifestyle?
- Where are the blockchain businesses?
- Why can’t Twitter make any money?
- Ben’s list of best detective novels and much more
Listen here:
Stories mentioned:
- Grubhub shareholder letter
- Martin Scorsese said Marvel movies aren’t cinema
- Investors reassess the hope-and-hype business model
- Ok boomer
- How Deadspin imploded
- Teens love TikTok
- Apple hears you
- Ashton Kutcher’s new personal finance reality show
- Super saving for early retirement
- The radical idea of zero management fees
- YOLO Apple options
- A single manipulator caused Bitcoin to go to $20,000
- A long-only manager’s radical fee approach
- The book of basketball 2.0
Books mentioned:
- The Man Who Solved the Markets by Gregory Zuckerman
- Jack Reacher by Lee Child
- Harry Bosch by Michael Connelly
- Joe Pickett by CJ Box
- Lucas Davenport by John Sandford
- Spenser by Robert Parker
Charts mentioned:
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