Here’s what I chewed on last week
What Dominates Portfolios
Hedge funds’ biggest holdings are also the biggest holdings in index funds
Animal Spirits: The Most Obvious Recession Ever
On today’s show we discuss, the big housing miss, inventory build-ups, private market slowdown, Miami Vices, and much more.
Recession
The recession that people are looking for may already be here
Animal Spirits: Listener Mailbag
Ben and I answer listener questions with help from Rocker Dollar’s Henry Yoshida.
These Are the Goods
Here’s what I chewed on last week
This is What the Bottom Sounds Like
On this week’s so
Why Everyone’s Bearish
Why sentiment fell off a cliff
Animal Spirits: Obvious Signs of the Top
On today’s show, we discuss why markets are so confusing right now, the different kinds of recessions, inflation expectations, how to survive a bear market, the best movie sequels ever, and much more.
Where Are We in the Cycle?
Things will get better, but first they’re going to get worse.
