Animal Spirits: The Pandemic Broke the Economy

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On today’s show we discuss:

• The worst 6 months ever for financial markets
• After the stock market’s worst start in 50 years, some see more pain ahead 
• What’s priced into the stock market?
• Predicting the next recession 
• Recession measures and NBER
• Calibrating the polycrisis
• The Atlanta Fed says we’re in a recession 
• If we’re in a recession, it’s a very weird one
• Delivery times are down 
• Americans taping into savings to cope with inflation 
• RH earnings
• BBBY earnings
• More crypto meltdowns coming thanks to the Fed according to Pantera’s CEO
• Three Arrows Capital bankruptcy
• Celebrities are deleting their profile picture NFTs
• Grayscale sues the SEC
• Probability of a recession increases as inflation worsens
• Is Netflix getting disrupted?
• Why Netflix made you wait a month to watch Stranger Things

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Recommendations:

• Russian Doll
• Cha Cha Real Smooth 
• Parenthood
• The Talented Mr. Ripley
• Minions
• Ambulance 
• Deep Water 

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