Animal Spirits: The Least Happy Age

On this week’s show we discuss the never-ending death of the 60/40 portfolio, why it feels logical and irrational to invest overseas right now, why rich people continue to work, how Blockbuster blew it with Netflix, the Influencer bubble may be popping, a recession may not be on the horizon, the age people are the most unhappy, Paul Rudd and much more.

Animal Spirits: The Undies Indicator

On today’s show we discuss

-How underwear can predict recessions
-How much studios are spending on content
-The NBA and China Debacle
-How long millennials plan on working, and much more

Look Away

GMO’s most recent 7-year forecast does not paint an especially pretty picture for stocks or for bonds.

Animal Spirits Re-Kindled: Malcolm Gladwell

On today’s show, we discuss:

-Malcolm Gladwell blow back
-From his first two books, what aged the best and what aged the worst?
-Favorite quotes, studies, and anecdotes?
-Today’s Tipping Points, and much more