Links

Animal Spirits: The Unluckiest Generation

We discuss: 2020 vs. 1968 Putting your problems into perspective Who is to blame for wealth inequality in America? Why young people are so angry right now Why working from home is a privilege Why did the savings rate increase to 33%? Why you can’t gauge the economy based on a single datapoint Why don’t…

Animal Spirits: Is the Stock Market Wrong?

We discuss: What would a vaccine mean for the markets? Is the vaccine a sell-the-news event? Could we potentially see a stock market bubble when this crisis is over? Why is Uber’s stock price up this year? Why people are so angry at the stock market Is private equity a retail killer? What happens to…

Animal Spirits: Too Young, Too Dumb & Too Inexperienced

We’re back for show number two of this week. We discuss: Corporation inequality Retail spending is making a massive shift to online shopping Why aren’t video game company stocks up more? Deflation is here Inequality in the unemployment numbers Pain for even the very best restaurants Why the government needs to extend unemployment benefits and…

Animal Spirits: A Noobwhale Picker’s Market

We discuss: The latest crazy economic data Is this the hardest market environment to outperform ever? Will any investors develop a more open mind about investing after this? Will more millennials buy homes because of this crisis? How worse would things be if the Fed didn’t act so fast? What are the unintended consequences of…