Animal Spirits: Never Bet Against America

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

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We discuss:

  • Are we overreacting to rising interest rates?
  • The relationship between speculation and rates
  • The new Buffett shareholder letter
  • When value stocks turn into  momentum stocks
  • Dalio vs. Grantham on stock market bubbles
  • What if this all lasts longer than people expect?
  • Robinhood really is democratizing investing
  • The Coinbase and Robinhood IPOs
  • The shortage in housing, lumber, appliances and semiconductors
  • Do we actually need more money and investment right now?
  • Why Covid could be our moon landing for vaccines

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