Links

Animal Spirits: Economically Unattractive

On this week’s Animal Spirits with Michael and Ben we discuss: Passive bubble feedback What are some legitimate concerns about the rise in indexing? Slack, Uber, Lyft and WeWork all getting smoked Is the private markets bubble bursting? An intro to rewards credit cards Should all the big tech companies have their own credit cards?…

Animal Spirits: Best Case Recession

On this week’s Animal Spirits with Michael and Ben we discuss: The finances of having kids The best case scenario for the next recession Is anyone bullish right now? How to sell investment products Why all the new streaming services will be bundled eventually Hedging out the end of the world When Googling goes bad…

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…