Today’s Animal Spirits is presented by GiveWell:
We discuss:
- My trip to NYC
- What if all the speculative stuff blows up but the market doesn’t care?
- Better acquisition target: Robinhood or Peloton?
- Why young people should hope for crappy returns over the next decade
- Why young people won’t all freak out at the next bear market
- I’m shorting magazine indicators
- Can the Fed really do anything about inflation right now?
- Inflation is personal
- Why do car prices keep rising?
- How corporations are taking advantage of higher costs
- Is in-person dining at fast food restaurants a thing of the past?
- The secret is out on 7.12% inflation bonds
Listen here:
Transcript here:
Stories mentioned:
- Peloton fires back
- Vanguard expected returns
- Expected returns over the next decade
- Focus on inflation beneficiaries
- US inflation isn’t getting worse (or better)
- The worst inflation call in the history of the Fed
- Meat packers’ margins jumped 300%
- Index Coop raises $2.25 million
- In Praise of Ponzis
- The drive-thru is winning
- Millennials love Jerome Powell
- The secret is out on 7.12% inflation bonds
- ESPN’s past, present and future
Books mentioned:
Podcasts mentioned:
Charts mentioned:
Contact us at animalspiritspod@gmail.com with any questions, comments, feedback or recommendations.
Follow us on Facebook, Instagram and YouTube.
Check out our t-shirts, coffee mugs, stickers and other assorted swag here and here.
Subscribe here:
