Michael and Ben discuss Bob Iger’s new book, 2020 market predictions & how much the tooth fairy should pay.
Some of the best charts from the past decade.
Corey Hoffstein on risk management and tactical asset allocation strategies.
How Jimmy Hoffa and General Motors gave workers the upper hand in the 1960s.
What’s the right ratio between population size, economy size, and equity market cap?
Some research on how to raise kinder children that pay attention more and help others.
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 brutal economic and market environment of the 1970s The first decade ever in the U.S. without a single recession Why mom and pop don’t control…
“Clark, that’s the gift that keeps on giving the whole year.” – Cousin Eddie
A few weeks ago we were having a discussion on Twitter about the greatest finance movies. Here’s the list we came up with: The Big Short Trading Places Wall Street Boiler Room Margin Call The Wolf of Wall Street Someone then had the bright idea to recommend Michael and I re-watch some of these classics…
The Wall Street Journal had a piece this past week about cash piling up at private equity firms as valuations in the space continue to rise: For North American PE firms alone this “dry powder” is fast approaching $800 billion. That’s a lot of cash on the sidelines. The problem is, this technically isn’t cash…