Why the bundle is bound to make a comeback.
Marc Andreessen’s thoughts on how remote work could shape society going forward.
How millennials and baby boomers will impact the housing market in the years ahead.
Why the built-to-rent trend is here to stay.
Michael and I spoke with James McDonald of Hercules Investments on what it’s been like to navigate the markets during the pandemic.
The importance of preparing for a wide range of outcomes in the markets.
Today’s Animal Spirits is sponsored by GroundFloor: Sign-up here to learn more about investing in high-yield real estate debt. We discuss: Why the economy is more exciting than the markets right now Why inflation data now is like unemployment data from last year What if the Fed is right again? Are we overdue for a…
Is higher inflation here to stay or transitory?
Why Ford could become the next Disney+ of automakers.
The U.S. consumer is in wonderful shape.