Michael and Ben are back to discuss how markets respond to presidential health scares, a weakening jobs market, women dropping out of the workforce and more.
Links
Animal Spirits: Worst Recession Ever
Michael and Ben discuss the boom in new businesses, real estate and SPACs.
Animal Spirits: It’s Hard Being Rich
Michael and Ben discuss rich people complaining about being rich, expensive stocks, baby boomer retirement flows and much more.
Animal Spirits: Upside Down Markets
Michael and Ben discuss the new market regime, college inflation and more.
Animal Spirits: Democracy Has Failed
Michael and Ben discuss the quick correction in tech stocks, Softbank buying call options on tech stocks & more.
Animal Spirits: Asset Price Hyperinflation
Michael & Ben discuss the Fed’s new mandate, inflation, Robinhood traders, a new way to buy a car and more.
Animal Spirits: Trickle Up Economics
Michael and Ben discuss all the stuff they’re reading, writing, watching and thinking about.
Animal Spirits: The Four Most Dangerous Words
Michael and Ben discuss inflation, gold bars at Costco, real estate trends and more.
Animal Spirits: The Smart Money
We discuss: Is the bond market really the smart money? Why aren’t bond yields rising is inflation is coming? Can the Fed keep a lid on rising rates? Where have all the small public companies gone? The Stubstack bull market Fractional investing is a win for investors Why is gold rising? Where does GLD buy…
Animal Spirits: S&P 5
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…