This week’s Animal Spirits with Michael & Ben is supported by YCharts:
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We discuss:
- Is there a limit to market cap growth in tech stocks?
- How the Fed’s mandate has evolved over time
- How long will interest rates stay low?
- Why inflation is so difficult to track and predict
- Are we setting up for the mother of all asset bubbles?
- Doesn’t it make sense stock market valuations are elevated?
- Retail traders still don’t control the stock market in the U.S. but they do in China and South Korea
- Value is in the eye of the beholder
- What happens when technology disrupts people’s jobs?
- It’s a great time to be a car dealer but not a car buyer
- Why Michael is never setting foot in a car dealership again
- Millennials are finally buying houses in big numbers
- How being quiet can slow the spread of Covid
- Is anything going to change about the college experience because of the pandemic?
Listen here:
Stories mentioned:
- Modern market cap theory
- Fed’s elevation of employment goal reflects a changed world
- Fed seen holding rates at zero for five years
- The median S&P stock has never been so expensive
- Individual investor boom reshapes U.S. stock market
- Amazon Go’s cashierless tech may come to Whole Foods as soon as next year
- It’s a great time to be a car dealer
- The way things were
- Millennials help power housing market rebound
- Sovereign funds rethink bet on real estate
- Mask up and shut up
- $1,000 baby bonds proposed in New Jersey
- What exactly did I save for?
Books mentioned:
Charts mentioned:
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