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.

Animal Spirits: Are We Sure a Recession is Coming?

On today’s show we discuss stock market return expectations, the sell-off in commodities, the back and forth on recession predictions, fighting the last war on the economy, why crypto crashed so bad, negotiating your cable bill down, and much more.

Animal Spirits: Peak Pessimism

On today’s show, we discuss how wild and crazy the past 3 years have been in the markets, why the Fed is in such a precarious position, the number of stocks getting hammered, the Warren Buffett of crypto, the most re-watchable movie of all-time and much more.

Animal Spirits: The Fed is Being Punished

On this week’s show we discuss the current market sentiment, the official bear market in U.S. stocks, why the Fed is making a mistake, the insane move higher in interest rates, the crypto winter, and more.