Michael and Ben discuss all the stuff they’re reading, writing, watching and thinking about.
Links
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…
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.
Animal Spirits: 10,000 Day Traders
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: New all-time lows for mortgage rates Why buying a home is cheaper than most people realize Where did the 30 year mortgage come from? Will real…
Animal Spirits: This is a Bubble
Michael and Ben discuss the crazieness of Tesla’s share price surge and much more.
Animal Spirits: The Future of Education
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 2 types of investment mistakes Hangovers and sunburns The utter domination of large firms in the stock market this year Why real estate prices are…
Animal Spirits: Existential Hurricane
Michael and Ben discuss the biggest tech stocks, more worries about the pandemic, some new books and more.
Animal Spirits: Inflation Ahead
Michael and Ben discuss inflation predictions, the new 60/40 portfolio, a Saved by the Bell reboot and more.