Animal Spirits: Super Bullish

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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?

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