Our presentation slides from the live Animal Spirits at the annual FPA conference in Vegas.
AI in Las Vegas
What If Things Are Better Than They Seem?
Some thoughts on the K-shaped economy.
The Economics of a 50 Year Mortgage
What’s the best way to help first-time homebuyers?
Animal Spirits: Is a 50 Year Mortgage a Good Idea?
Today’s Animal Spirits is brought to you by Xtrackers by DWS: Today’s show is brought to you by Xtrackers by DWS. Find out more at https://xtrackers.com Audience Survey: https://www.surveymonkey.com/r/P6T79NB On today’s show, we discuss: Peter Thiel: Capitalism Isn’t Working for Young People The Benefits of Bubbles AI Could Be the Railroad of the 21st Century. Brace…
Why We Can’t Have Another 1929
Could another Great Depression actually happen?
Talk Your Book: Public & Private Opportunities in AI
On today’s Talk Your Book we speak with Jonathan Shelon from Kraneshares about the AI opportunity set, how to invest in private companies in an ETF, the differences between now and the dot-com bubble and the Kraneshares Artificial Intelligence & Technology ETF.
Ben Graham & Bull Market Brains
Bull markets make you feel smarter than you are. Bear markets make you feel dumber than you are.
Are Young People Screwed?
Why I remain bullish on young people despite today’s challenges.
Is Now the Time to Go All-In on Tech Stocks?
Should young people care about bubbles? Is now the time to double down on tech stocks?
Animal Spirits: Never Go All in on Stocks
On today’s show we discuss bad breadth, a historical melt-up in tech stocks, the case against an AI bubble, sequence of return risk, the economy that’s better for parents than their grown-up kids, demographic warfare, why tariffs are so confusing, the data center buildout, AI chart crimes, Michael Saylor and more.
