Animal Spirits: Is the Stock Market Wrong?

We discuss:

  • What would a vaccine mean for the markets?
  • Is the vaccine a sell-the-news event?
  • Could we potentially see a stock market bubble when this crisis is over?
  • Why is Uber’s stock price up this year?
  • Why people are so angry at the stock market
  • Is private equity a retail killer?
  • What happens to the malls?
  • Food delivery arbitrage
  • Is the Fed out of ammo yet?
  • Why housing demand remains strong
  • Inequality is getting worse during the crisis
  • Is this system always going to have inequality?
  • Why it’s mostly the wealthy who have the ability to swing at fat pitches
  • How have active funds held up during the crisis?
  • The pros and cons of private equity during a crisis
  • Young investors putting all of their money into stocks and much more

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