November 24

Animal Spirits: The High Beta Crash

0  comments

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:

  • Why don’t the stock and bond markets care about inflation yet?
  • Corporations are using inflation as an excuse to raise prices and keep margins high
  • Some context around rising gas prices
  • The funny math behind Shadow Stats inflation numbers
  • Why crypto is so exciting to young people
  • Bigger troll: Ken Griffin or Elon Musk?
  • Why are so many growth stocks getting crushed?
  • Some thoughts on the metaverse
  • Buying your car lease could be a great deal right now
  • Have supply chain problems peaked?
  • How to deal with a small position that gets too big

Listen here:

Transcript here:

Stories mentioned:

Podcast mentioned:

Charts mentioned:






Contact us at animalspiritspod@gmail.com with any questions, comments, feedback or recommendations.

Follow us on FacebookInstagram and YouTube.

Check out our t-shirts, coffee mugs, stickers and other assorted swag here and here.

Subscribe here:

 


Tags

Wealth Common Sense


You may also like

{"email":"Email address invalid","url":"Website address invalid","required":"Required field missing"}

Get in touch

Name*
Email*
Message
0 of 350
>