Animal Spirits: The Big Long

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

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We discuss:

  • I got Covid (it’s not fun)
  • How the big short morphed into the big long
  • Has there ever been an easier time in history to get rich in a hurry?
  • Why are young people so optimistic about the markets?
  • The sheer amount of money people are making in crypto is mind-boggling
  • Why the money supply is not the same thing as inflation
  • Labor and supply shortages hitting close to home
  • What happened to all the new starter homes under $200k?
  • Rents are rising in a hurry
  • The ibuyer housing experiment
  • The best book I’ve read in a while and more

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Stories mentioned:

Books mentioned:

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