Links

Animal Spirits: Business in a Box

On this week’s Animal Spirits with Michael and Ben we discuss: What to make of negative interest rates Who is buying these bonds with negative rates? The new Apple credit card What I wish I knew at age 34 SPY and the last survivor The growth in takeout food If we’re at the low point…

Animal Spirits: The Bankrupt Barber

This week’s Animal Spirits with Michael & Ben is sponsored by YCharts: Mention Animal Spirits and receive 20% off your subscription price when you initially sign up for the service. We discuss: How stocks have reacted to past Fed rate cuts There’s always a bull market somewhere Why is the stock market falling? Why aren’t there more unicorn…

Animal Spirits: Rush to the Exits

On this week’s Animal Spirits with Michael and Ben we discuss: Solar shaming Power laws in the stock market The insane number of stocks that end up losers The stealth king of the passive bubble Why a “rush for the exits” is a poor investment thesis Why are fewer people driving minivans? What would happen…

Animal Spirits: Shielded Alpha

On this week’s Animal Spirits with Michael and Ben we discuss: The upside to social media Zombie VC companies Podcasting at Wealth/Stack Bubbles and career risk Growth and value cycles Using credit card reward points Congress is coming for your IRA Translucent ETFs Could you win a point off Serena? Where couples meet these days…

Animal Spirits: The Great Depression of 2073

This week’s Animal Spirits is sponsored by MarketSmith: Go to www.investors.com/animal to receive your first three weeks of the MarketSmith service for just $19.95. We discuss: Why Michael is getting back into trading Facebook’s new cryptocurrency Is it a good thing more professional investors are buying up starter homes? Should Vanguard get into private equity? Should the…