Animal Spirits: An Extraordinary Decade

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

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We discuss:

  • Preparing for a disrupted winter of Omicron
  • Does anyone think stocks can do 9-10% a year for the next 10-20 years?
  • Why fundamentals back up U.S. stock gains
  • Multiples are not valuation
  • Is ARKK really in deep value territory?
  • Why the middle class feels left behind
  • Is there anything the government can do about inflation?
  • Credit card rewards as an inflation hedge?
  • Billionaires are just like us online
  • Robinhood lives by the meme stock and dies by the meme stock
  • How many millennial millionaires own crypto?
  • Millennials are driving the housing market
  • The future of the movie industry

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Transcript here:

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