Animal Spirits: S&P 5

This week’s Animal Spirits with Michael & Ben is supported by YCharts:

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We discuss:

  • The sheer dominance of Apple, Amazon, Microsoft, Google and Facebook
  • What would need to happen for the market to roll over again?
  • The performance of the biggest stocks is matching their fundamentals
  • Apple has diversified its business model
  • Which tech behemoth is most at risk of government regulation?
  • Microsoft and TikTok
  • Defending the speculators
  • Robinhood vs. Vanguard
  • Why the homeownership rate is skyrocketing
  • The 10 worst quarters of economic activity ever
  • Are expanded unemployment benefits stopping people from looking for work?
  • The most counterintuitive recession ever
  • The never-ending threat of nuclear war and more

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