This week’s Animal Spirits is sponsored by Halo Investing:
Go to Halo Investing to learn more about how they work with advisors in the structured products marketplace. And listen to our Talk Your Book with Jason Barsema from Halo Investing for more.
We discuss:
- Disney+
- The analyst who has been bearish on Netflix since 2002
- Why technology firms should get into banking
- The rash of Armegeddon predictions since 2008
- The difference between predictions and portfolios
- How billions of humans IPO’d
- Influencer fraud
- New accounts from free trades
- Why it’s impossible to quantify advertising
- William Shatner on interest rates vs. home prices
- 5-hour workdays and 4-day workweeks
- The new marshmallow test
- Tom Hanks on parenting
- Never read the comments
- Performance chasing from hedge funds to private equity
- Diversifying single-stock exposure
- Lots of recommendations and much more
Listen here:
Stories mentioned:
- It’s time to break up Disney
- Disney+ signed up 10 million users
- The true cost of your streaming services
- Tech, media and culture
- Analyst’s call on Netflix has been wrong for years
- Next in Google’s quest for world domination: Finance
- How everyone IPO’d in the 21st century
- The new dot-com bubble is here
- 86% of young Americans want to become an influencer
- The new “Wolf of Wall Street” is an influencer who sells gold to Republicans
- Big jump in new accounts from free trades for Charles Schwab
- Refinancing gains in real estate
- The 5-hour workday
- The 4-day workweek
- This Tom Hanks story will help you feel less bad
Books mentioned:
Charts mentioned:
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