Animal Spirits: Measuring the Wealth Effect

On today’s show we discuss 1990s nostalgia, the growing importance of the stock market on the economy, the Nifty Fifty vs. the Mag 7, buying Nike as a falling knife, the K-shaped economy, flying private, Tom Lee likes ETH, the 50/30/20 rule and more.

Talk Your Book: The People’s Index

On this episode of Animal Spirits: Talk Your Book, we are joined by Matt Bartolini, Managing Director at State Street Investment Management to discuss: investing in the Dow Jones Industrial Average, a history of the Dow, how it compares to the other indexes, and more!

Animal Spirits: Wall Street Strikes Back

On today’s show we discuss how AI bailed out the stock market and economy, a history of capex bubbles, the Carvana comeback, investors are trading everything, the labor market debate, vibes vs. data, $1 billion job offers, where home prices are falling, Michael buys a new house, condos are crashing, FAFO parenting and more.