Links

Animal Spirits Episode 53: Panic a Little

On this week’s Animal Spirits with Michael & Ben we discuss: What’s the one thing we’re certain of about the stock market going forward? Why volatility begets more volatility in the markets. How expectations factors into the stock market and the economy. Why the stock market is nothing like a casino. Labor shortages, wages, and…

Animal Spirits Episode 52: The Next Subprime

On this week’s Animal Spirits with Michael & Ben we discuss: What’s the next subprime? How important is housing to the economy? Housing stocks are getting crushed. What does it all mean? What if mortgage rates keep rising? How inflation impacts portfolio decisions. Why owning bonds is difficult when inflation is rising. The Fed’s take…

Animal Spirits Episode 51: The Healthy Correction

On this week’s Animal Spirits with Michael & Ben we discuss: The recent market turbulence. Maybe 401ks won’t provide a floor under the market. The problem with 401k loans. The rise and fall of Sears. How Buffett predicted Eddie Lampert’s struggles with Sears 10 years ago. The similarities between Sears and Amazon. The impact of…

Animal Spirits Episode 50: A Committee of Geniuses

On this week’s Animal Spirits with Michael & Ben we discuss: How social media has changed financial media for the better. The humble beginnings of this podcast. The case for investing in bonds. More hedge fund closures. Julian Robertson’s poor timing. Your adult children are killing your retirement savings. The Bernank and why so many people misunderstood…