Animal Spirits: Trickle Up Economics

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We discuss:

  • Could we see a boom after this is all over from pent-up cash?
  • How many people will truly alter their behavior post-pandemic?
  • What if we just don’t pay down our government debt?
  • More likely: debt-to-GDP rises or falls in the coming decades?
  • Why we need to get more people involved in the stock market
  • How the middle class became the upper middle class
  • Prepare yourself for lots of weird investment advice in the coming years
  • Why the current tech stock run is one of one
  • How underweight are professional investors in the biggest tech stocks?
  • Real estate is on fire
  • Outrage marketing
  • Tesla is bigger than Walmart

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