Search Results for: "behavior"

Animal Spirits: Higher For Longer

On today’s show, we discuss:
– Higher growth and higher rates vs. lower growth and lower rates
– Why there is so much focus on 60/40 portfolios
– Bears vs. doomers
– The annoyance economy
– Why no one is happy about the economy right now (or ever)
– A record jump in net worth
– Renting vs. buying, and much more!

Animal Spirits: Does Government Debt Matter?

On today’s show, we discuss:
– Inflation coming down
– The continued strength of the US consumer
– Howard Marks on investing for a sea of change
– The risk-reward in bonds
– What would happen if the US government paid off its debts
– EMH in crypto
– The worst case scenario for the housing market, and much more.