Today’s Animal Spirits is brought to you by YCharts:
![](https://theirrelevantinvestor.com/wp-content/uploads/2019/03/ycharts.png)
See here for YCharts Highlights, Lowlights, and insights from 1H 2022
On today’s show we discuss:
- Inflation isn’t getting better yet
- Inflation has outpaced wage growth
- The deflation risk
- How would investors react if we got some inflation (June 2020)
- Fed officials preparing to raise rates by another 75bps
- Average car payments hit a record high
- Investors have rarely been this pessimistic
- Wisdom Trees Dividend Monitor
- Marc Rubinstein on Klarna
- Why BNPL doesn’t affect your credit score
- Netflix has scale
- Hulu is carrying Disney
- Delta earnings
- Morgan Stanley earnings
- JP Morgan earnings
- Goldman Sachs earnings
- Wells Fargo earnings
- Citi Group earnings
- Millennials are responsible for inflation
- Three Arrows Capital situation
- Gemini layoffs
- Apple to slow hiring and spending in 2023
Future Proof Festival
Listen here:
Recommendations:
Charts:
![](https://theirrelevantinvestor.com/wp-content/uploads/2022/07/as1-7.png)
![](https://theirrelevantinvestor.com/wp-content/uploads/2022/07/as2-9.png)
![](https://theirrelevantinvestor.com/wp-content/uploads/2022/07/as5-5.png)
![](https://theirrelevantinvestor.com/wp-content/uploads/2022/07/as4-8.png)
![](https://theirrelevantinvestor.com/wp-content/uploads/2022/07/as5-6.png)
![](https://theirrelevantinvestor.com/wp-content/uploads/2022/07/as6-6.png)
![](https://theirrelevantinvestor.com/wp-content/uploads/2022/07/as8-6.png)
![](https://theirrelevantinvestor.com/wp-content/uploads/2022/07/as9-5.png)
![](https://theirrelevantinvestor.com/wp-content/uploads/2022/07/as10-4.png)
![](https://theirrelevantinvestor.com/wp-content/uploads/2022/07/as11-4.png)
![](https://theirrelevantinvestor.com/wp-content/uploads/2022/07/as12-4.png)
![](https://theirrelevantinvestor.com/wp-content/uploads/2022/07/as7-7.png)
Tweets:
![](https://awealthofcommonsense.com/wp-content/uploads/2022/07/t1-1.png)
See tweet here
![](https://awealthofcommonsense.com/wp-content/uploads/2022/07/t2-1.png)
See tweet here
![](https://awealthofcommonsense.com/wp-content/uploads/2022/07/t3-1.png)
See tweet here
![](https://awealthofcommonsense.com/wp-content/uploads/2022/07/t4-1.png)
See tweet here
![](https://awealthofcommonsense.com/wp-content/uploads/2022/07/t5-1.png)
See tweet here
![](https://awealthofcommonsense.com/wp-content/uploads/2022/07/t6-1.png)
See tweet here
![](https://awealthofcommonsense.com/wp-content/uploads/2022/07/t7-1.png)
See tweet here
![](https://awealthofcommonsense.com/wp-content/uploads/2022/07/t8-1.png)
See tweet here
Contact us at animalspiritspod@gmail.com with any feedback, recommendations, or questions.
Follow us on Facebook, Instagram, and YouTube.
Check out our t-shirts, stickers, coffee mugs, and other swag here.
Subscribe here: