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Animal Spirits Episode 67: Banning Buybacks

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: Apple vs. Amazon in a heavyweight battle of fundamentals & market caps. Facebook employees make a lot of money. Is banning stock buybacks really going to…

Animal Spirits Episode 66: Adverse Variance

On this week’s Animal Spirits with Michael & Ben we discuss: What does all that cash moving to the sidelines tell us? How markets have changed since 1800. Valuations between U.S. and foreign stocks are wider than they’ve been in 40 years. Does the U.S. deserve a valuation premium? Why are there no star fund…

Animal Spirits Episode 65: Stay the Course

On this week’s Animal Spirits with Michael & Ben we discuss: Jack Bogle’s legacy. Some unknown stories from Bogle’s latest book about Vanguard’s humble beginnings. How Dan Egan budgets his spending each month. Why you should treat saving money like a regular bill payment. Are student loans holding back the housing market? What happens if…

Animal Spirits Episode 64: The Richest 50%

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 WeWork in trouble? How dominant was Sears before their downfall? What’s the relationship between mortgage rates and home prices? Is demographics really destiny? How has…

Animal Spirits Episode 63: Record Outflows

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 record outflows from mutual funds. How outflows are impacting passive and active funds differently. Why the S&P 500 is so hard to beat. Investing…

Animal Spirits Episode 62: The Market Swoon

This week’s Animal Spirits with Michael & Ben is sponsored by YCharts: Mention Animal Spirits and receive 20% off your subscription price when you sign up. We discuss: Steve Mnuchin’s bizarre statement on the banks. Big up and down days in the market. What’s the biggest cause of the market’s downturn? Are algos really to blame…

Animal Spirits Episode 61: The Bear Market

On this week’s Animal Spirits with Michael & Ben we discuss: The carnage in the stock market. Does this mean we’re going into a recession? How historically bad is the latest quarter in stocks? Why young people should be happy about the drop in stock prices. Why the Fed can’t win no matter what they…

My 2018 Recommendations

At the end of each episode of Animal Spirits, Michael and I give our recommendations for things we’ve been reading or watching. I’ve also been known to give a review on Twitter or here on the blog. So I decided to put together a list of my favorite recommendations for TV shows, movies, and books I’ve…

Talk Your Book: Breaking the Market Cap

Today’s Animal Spirits: Talk Your Book is presented by Exponential ETFs: We discuss: Why the S&P 500 is so hard to beat. Why such a small number of companies account for such a large portion of market returns. How could you reweight the S&P 500 to get a smaller, more high-quality strategy? The thinking behind…

Animal Spirits Episode 60: Everyone Should Earn 3%

On this week’s Animal Spirits with Michael & Ben we discuss: Robinhood’s debacle of a rollout for their checking & savings accounts Or was this all a PR stunt? What does Ashton Kutcher think? Do millennials even care about banking regulations? Where can you find higher interest rates for your savings? What can fund flows tell…