Animal Spirits: Benjamin Graham Disciple

On today’s show, we discuss the stock and bond market rallies in 2023, why certain investors are so pessimistic all the time, housing market activity bottoming, the most hated economic expansion of all-time, context around tech layoffs, consumer spending is slowing, Michael’s first resume and much more.

These Are the Goods

A lack of meaningful consequences, the disappearance of egg futures, adventures in biotech, and more things I chewed on last week.

Animal Spirits: Is the Stock Market Getting Ahead of Itself?

On today’s show, we discuss why the narrative changes for the economy on a weekly basis, the snapback rally in the stock market, trouble in the car market, the boom in entrepreneurship, putting tech layoffs into perspective, why the housing market might have a floor under it and much more.

Talk Your Book: The Biggest Short Squeeze of All Time

On today’s show, we are joined by Luke Oliver, Managing Director, Head of Climate Investments, and Head of Strategy at Kraneshares to discuss the biggest short of all time, how emissions are related to political risk, what drives carbon price, and much more!