Some Random Thoughts on a Big Down Day in the Stock Market

Here’s what I’m thinking about after watching the stock market fall more than 7% today: The S&P is now down nearly 19% in just 13 trading sessions. These losses aren’t astronomical in a historical context but they’ve happened so quickly that I’m willing to call this a market crash. The problem with market crashes is…

A Random Watch Down Wall Street: The Founder

On this edition of our favorite finance movies, we re-watched The Founder, the true story of how Ray Kroc built McDonald’s into one of the biggest restaurants and brands in the world and spread fast food to the masses. Listen here: Scenes mentioned: Books mentioned: The Fifties by David Halberstam Charts mentioned: Contact us at…

Animal Spirits: The Emergency Rate Cut

This week’s Animal Spirits with Michael & Ben is supported by YCharts: Mention Animal Spirits and receive 20% off your subscription price when you initially sign up for the service. We discuss: What to make of the coronavirus and its potential impact The stock market sell-off The wild move in interest rates Is a recession the base case…

Talk Your Book: Investing in Commodities

Today’s Animal Spirits: Talk Your Book is presented by USCF Investments: We sat down with Geert Rouwnhorst of the Yale School of Management and John Love of USCF Investments to talk about all things commodities. We discuss: The difference between commodities futures and the prices you see in the media Why it’s impossible to track…