Why history is often so unfair.
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Every Time Out It’s a Guess
Why Sony turned down buying all of the Marvel characters in the 1990s.
Animal Spirits: Worst Recession Ever
Michael and Ben discuss the boom in new businesses, real estate and SPACs.
The Coming Psychological Revolution in the Housing Market
When will technology finally take over the real estate industry?
The Pros and Cons of Miniscule Savings Account Yields
Yes savings account yields are lower but so are borrowing costs.
Joe Granville: The Original Dave Portnoy
When it became apparent sports weren’t coming back for a while in early-March, I joked that ESPN should become a financial network until they returned. It wasn’t Stephen A. Smith but Dave Portnoy of Barstool Sports who made the pivot to trading stocks. This makes sense when you consider how many people there are who…
How Did We Ever Get to The Roaring Twenties?
How unlikely was it that the Roaring 1920s occurred following what transpired leading up to it?
Animal Spirits: The First Thing to Go in a Crisis
Another week in quarantine so Michal and I continue to record Animal Spirits from the comfort of home. We discuss: Why the end of this crisis will only look obvious in hindsight How long until people start losing their patience? Why fiscal stimulus is so important right now The U.S. response to this crisis shows…
Animal Spirits: Millennials on Communism
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: The future of books Why the future of publishing is all Amazon Why the relationship between markets and geopolitics isn’t as simple as you’d think Why…
The Best Books I Read in 2019
My favorite fiction and non-fiction reads from 2019.