Michael and I discuss inflation data, why interest rates are falling, iPads putting the nail in the coffin of movie theaters and much more.
Ben Carlson
Why I’m Never Cutting the Cord
Why the bundle is bound to make a comeback.
The Most Important Thing That’s Happened in Our Lifetime?
Marc Andreessen’s thoughts on how remote work could shape society going forward.
Demographics Are Destiny in the Housing Market
How millennials and baby boomers will impact the housing market in the years ahead.
Is BlackRock Buying All of the Houses?
Why the built-to-rent trend is here to stay.
How To Prepare For a Lengthy Bull Market
The importance of preparing for a wide range of outcomes in the markets.
Animal Spirits: Fed Apologists
Today’s Animal Spirits is sponsored by GroundFloor: Sign-up here to learn more about investing in high-yield real estate debt. We discuss: Why the economy is more exciting than the markets right now Why inflation data now is like unemployment data from last year What if the Fed is right again? Are we overdue for a…
Predicting Inflation is Hard
Is higher inflation here to stay or transitory?
Ford vs. Tesla
Why Ford could become the next Disney+ of automakers.
Why I’m Not Worried U.S. Household Debt Is At Record Highs
The U.S. consumer is in wonderful shape.
