Animal Spirits: Upside Down Markets

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

Mention Animal Spirits and receive 20% off your subscription price when you initially sign up for the service.

We discuss:

  • The work from home backlash
  • The politics involved in the future of working remotely
  • Why inflation is so hard to track
  • The new fiscal policy regime
  • The new cheat code of economics
  • Why investors need to throw out their old playbooks
  • What are the risks to more fiscal spending?
  • Why haven’t low rates led to more speculation in Japan?
  • The growth of sports betting
  • Stock-picking is not investing
  • The 2 beers and a puppy rule
  • When expectations get too high for even the best performing companies
  • Everyone wants more money and much more

Listen here:

Stories mentioned:

Books mentioned:

Podcasts mentioned:

Charts mentioned:

Contact us at with any questions, comments, feedback or recommendations.

Follow us on FacebookInstagram and YouTube.

Find transcripts of every show on Shuffle.

Check out our t-shirts, coffee mugs, stickers and other assorted swag here.

Subscribe here: