On today’s show, we discuss the recession debate, why the economy is so confusing right now, calling a stock market bottom (or not), the tech stock comeback, earnings season, and much more.
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Animal Spirits: Listener Mailbag
On today’s show, we answer questions straight from the listeners with some help from Rocket Dollar’s Henry Yoshida.
Talk Your Book: Looking Back at the Crypto Meltdown
On today’s show, we get an update from Meow and take a look at the recent crypto meltdown.
Animal Spirits: Redefining a Recession
On today’s show, we discuss why the middle class is getting squeezed, why it’s so hard to define what a recession is, boring stocks are outperforming, the size of the housing market, why negotiating will be making a comeback, spending time alone and much more.
Animal Spirits: Extreme Cost Cutting
On today’s show we discuss peaking inflation, confused banks, whys stocks are the best inflation hedge, and much more.
Animal Spirits: Volatility Hits Main Street
On today’s show, we discuss stocks for the long run, Elon’s Twitter debacle, the labor market vs. inflation, the number of cycles we’ve experienced since the pandemic, peak inflation, and much more.
Talk Your Book: The State of Commodities
On today’s show, we’re joined by Sal Gilbertie of Teucrium ETFs to give us an update on global commodities markets, Russia’s weaponization of wheat, and much more.
Talk Your Book: The State of Venture Capital
On today’s show, we discuss similarities between the late 90s and today, how tough it is to get VC exposure, current market dynamics within the private markets, and much more.
Animal Spirits: The Pandemic Broke the Economy
On today’s show, we talk about why the first 6 months of the year were one of the worst ever for financial markets, why it’s so difficult to gauge the economy right now, what’s priced into the stock market, the worst earnings call ever, the psychology behind inflation and much more.
Talk Your Book: The Bull Market in Stupidity
On today’s Talk Your Book, we spoke with Michael Grant of Calamos about today’s macro-environment, how the Fed can guide us to a soft landing, short selling the past 18 months, and much more.