Animal Spirits: Something Has to Break

On today’s show, we discuss my guiding philosophy on life and markets, why people buy and sell stocks at the wrong times, Nvidia’s crazy run, why the economy remains so resilient, historic income gains at the bottom, greedflation, The Succession finale, and more.

Animal Spirits: Tech Stocks Are Back

On today’s show, we discuss the now-available Animal Spirits x Tropical Bros shirts, a great year for stocks (so far), Japan and Germany making new decade highs, US Government interest payments at all time highs, a postmortem on iBuyers, the end of the cable bundle, AirBnb for cars, and much more!