Animal Spirits: Upside Down Markets

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

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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

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