This week’s Animal Spirits with Michael & Ben is supported by YCharts: Mention Animal Spirits and receive 20% off your subscription price when you initially sign up for the service. We discuss: The sheer dominance of Apple, Amazon, Microsoft, Google and Facebook What would need to happen for the market to roll over again? The performance of…
Ben Carlson
Concentrated Performance in the Stock Market
The outsized impact of Apple, Amazon, Microsoft, Google and Facebook.
Why Housing Could Be One of the Best-Performing Asset Classes of the 2020s
How housing could end up one of the best-performing assets of the 2020s.
Why Would Anyone Own Bonds Right Now?
The pros and cons of owning bonds right now.
The Battle of the Bubbles
How the South Sea bubble created the original blank check companies.
Talk Your Book: Fixed Income Investing in a Low Rate World
Figuring out how to navigate a world with no yield in fixed income land.
Why Is Gold Rising?
What causes the prices of gold to go up?
Animal Spirits: The Golden Age of Fraud
Michael and Ben discuss how crazy this market has been, going from 1929 to 1999 in a matter of months.
What If We Get Inflation But Interest Rates Don’t Rise?
The highest debt-to-GDP on record in the United States came following the massive wartime spending for World War II where it clocked in at roughly 113%. By my calculations, we just blew past that record and currently stand at a debt-to-GDP ratio of more than 120%.1 People have been worried about government spending for a…
Patience is Virtue No One Has Time For Anymore
How technology is speeding up cycles.
