3 stories about simplicity, public speaking and how to write.
Ben Carlson
Do We Need a Long Bear Market?
Do investors need a reminder about risk?
Going All-In on MSTR
How do you help someone who makes huge investment mistakes?
Animal Spirits: Is the AI Trade Over?
On today’s show we discuss the Degen Dow pain trade, the lack of euphoria, AI skepticism, long bear markets, Michael Burry’s crash calls, the great stuff transfer, the Bitcoin crash, first-time homebuyers, Blue Owl and much more.
Max Out Your 401k
401k and IRA contribution limits are going up again.
Talk Your Book: Will the Bubble Get Bigger?
On today’s Talk Your Book we spoke with Micheal Arone from State Street about government spending, bailouts, SPY, stock market concentration, the AI bubble and much more.
AI in Las Vegas
Our presentation slides from the live Animal Spirits at the annual FPA conference in Vegas.
What If Things Are Better Than They Seem?
Some thoughts on the K-shaped economy.
The Economics of a 50 Year Mortgage
What’s the best way to help first-time homebuyers?
Animal Spirits: Is a 50 Year Mortgage a Good Idea?
Today’s Animal Spirits is brought to you by Xtrackers by DWS: Today’s show is brought to you by Xtrackers by DWS. Find out more at https://xtrackers.com Audience Survey: https://www.surveymonkey.com/r/P6T79NB On today’s show, we discuss: Peter Thiel: Capitalism Isn’t Working for Young People The Benefits of Bubbles AI Could Be the Railroad of the 21st Century. Brace…
