This week’s Animal Spirits with Michael & Ben is supported by YCharts:
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We discuss:
- Why retail investors didn’t go away after 2020
- What happened to ARKK?
- Why size is the enemy of outperformance
- How big is the United States in terms of the global stock market?
- Why mean reversion is not as simple as you think when investing
- Why has John Hussman been so wrong for so long about the stock market?
- Why business cycle analysis is useless for the economy right now
- Why it makes sense for retail sales to fall from here
- Why isn’t the stock market included in the inflation numbers?
- How much would you pay for Netflix?
- Which would you give up first: Netflix or Prime?
- Why crypto needs gatekeepers to go mainstream
- BlackRock and JP Morgan manage A LOT of money
- What happens to Robinhood during a bear market?
- Was 2019 the apex of Silicon Valley?
- Is Toronto the craziest housing market in the world?
- An appreciation for prestige TV and more
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Transcript here:
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