Highlights from Range by David Epstein, An Economist Walks Into a Brothel by Allison Shrager, The Big Change by Frederick Lewis Allen & more.
Links
Animal Spirits: The Influencer Bubble
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: The pogo stick indicator. The poor performance of alternative funds. Tariff impacts on Chipotle. Is the bond market really that smart? Can yields be used to…
Animal Spirits: The Podcast Power Law
Ben Carlson & Michael Batnick discuss Tesla’s unraveling, what happens during the next recession, why fixed costs matter more than variable costs, what Michael learned from creating a financial plan and much more.
Animal Spirits: The Absence of Stuff
Ben Carlson and Michael Batnick discuss how underrated dividends are, Goldman buying an RIA, why true wealth is the absence of stuff and much more.
Animal Spirits: Michael’s Fitness Pal
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: Are the tech companies going to make us all fat and lazy? Some good news for once in retirement saving data The huge growth in tax-deferred…
Animal Spirits Ep. 81: The Rorschach Test
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: Has Buffett lost his touch? If he were starting today from scratch how well would Buffett perform? Charlie Munger still going strong at age 95. Is…
Re-Kindled: The Big Short
It’s been almost a decade since The Big Short by Michael Lewis came out and I recently realized I’d forgotten too much of this wonderful book. So Michael and I decided to re-read this one and turn our discussion about it into a new podcast called Re-Kindled.1 We will be doing more of these in…
Animal Spirits Ep. 79: Remember Gchat?
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: Tesla’s huge drawdown Why making your stock bets public makes it harder to have an open mind How our perceptions about retirement change over time Why…
Animal Spirits Episode 77: Money Made By Chance
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: Why dividends don’t matter as much as they used to for the stock market The guy who bet $85k to win $1.2 million on Tiger winning…
Animal Spirits Episode 76: Money Makes Money
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: Is the retirement crisis overblown? Or is it worse than most people assume? What do we do today that will seem crazy in 50 years? Pay…