We’re back for show number two of this week.
We discuss:
- Corporation inequality
- Retail spending is making a massive shift to online shopping
- Why aren’t video game company stocks up more?
- Deflation is here
- Inequality in the unemployment numbers
- Pain for even the very best restaurants
- Why the government needs to extend unemployment benefits and send more checks
- Why are housing prices rising during the pandemic?
- Will there be an exodus from big cities?
- Are the banks in trouble?
- Why it’s impossible to take investing advice from billionaires
- Young investors are piling into the market. Good thing or bad thing?
- Is value really dead this time?
- Are ratios losing their relevance in the markets?
- Are valuations worthless right now?
- How credit card companies keep people in debt
- Globalization is making it hard to determine winners and losers from this crisis
- Will anyone want to go into a dressing room after this?
- Comedy at the Oscars and much more
Listen here:
Stories mentioned:
- Americans keep clicking to buy
- April employment report
- Too small to fail: restaurant closures
- Why home prices are rising during the pandemic
- Home prices are likely to hold up just fine
- How will the crisis impact housing prices?
- Coronavirus escape to the suburbs
- The mortgage market never got fixed after 2008
- Stanley Druckenmiller offers a bearish warning
- You are not Stanley Druckenmiller
- Tepper says stock market most overvalued ever outside of ’99
- Young investors pile into stocks
- Is systematic value investing dead?
- Absolute value vs. relative value
- Does value investing still make sense?
- The S&P 500 sector quilt
- Devil’s advocate: the bull case
- Against the rules
- AT&T boss retires with $274,000 a month for life
- Taiwan never needed to shut down its economy. It’s stalling anyway
Books mentioned:
Graphs mentioned:
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