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We discuss:
- People are taking cash out of their homes
- How millennials got screwed in the real estate market
- Why housing is a good hedge against inflation
- Can you imagine being bearish about the economy right now?
- Reasons to be optimistic about the economy
- The Fed isn’t printing as much money as you think
- What if the government wasn’t borrowing enough before?
- Deregulation sounds better in theory than in practice
- How young and rich crypto investors are making NFTs happen
- The bull case for Door Dash
- Good news about stock market ownership
- Why we won’t have another commodities supercycle
- What if you missed out on a huge housing boom?
Listen here:
Stories mentioned:
- Disney+ passes 100 million subscribers
- Cash out refinancings hit highest level since financial crisis
- 17 reasons to let the economic optimism begin
- The Fed isn’t printing as much money as you think
- Deregulation aimed for lower home-power bill
- Commodities supercycle looks like a stretch
- Beeple NFT fetches $69.3 million
- JP Morgan guide to alternatives
- Door Dash: Reinventing last mile logistics
Books mentioned:
- The Rise and Fall of American Growth by Robert Gordon
- A Short History of Nearly Everything by Bill Bryson (and for the kids A Really Short History of Nearly Everything)
Charts mentioned:
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