Animal Spirits: The High Beta Crash

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

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