This week’s Animal Spirits with Michael & Ben is supported by YCharts:
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We discuss:
- Why don’t the stock and bond markets care about inflation yet?
- Corporations are using inflation as an excuse to raise prices and keep margins high
- Some context around rising gas prices
- The funny math behind Shadow Stats inflation numbers
- Why crypto is so exciting to young people
- Bigger troll: Ken Griffin or Elon Musk?
- Why are so many growth stocks getting crushed?
- Some thoughts on the metaverse
- Buying your car lease could be a great deal right now
- Have supply chain problems peaked?
- How to deal with a small position that gets too big
Listen here:
Transcript here:
Stories mentioned:
- No, the real inflation rate is not 15%
- Tokenize absolutely everything
- Citadel CEO Ken Griffin outbids crypto investors for a copy of the U.S. constitution
- JP Morgan’s Jamie Dimon and Tesla’s Elon Mush secretly feud behind the scenes
- Why value died
- Zillow’s home sales fatten inventory for Wall Street landlords
- What went wrong w/Zillow?
- Deere climbs from end of monthlong strike
- Leased a car? You could get a great deal on it
- Supply chain problems show signs of easing
- The Athletic searches for new subscribers
Podcast mentioned:
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