Some killer charts and data from Ed Yardeni on share repurchases.
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.
Uncomfortable Reading
It’s important to find people you respect who have different points of view.
These Are the Goods
The best stuff from last week
Netflix Versus Blockbuster
How did Netflix emerge victorious?
Trading Behavior
Vanguard recently conducted a study where they examined the trading behavior of 8.4 million households
Passive Products and Active Users
The vehicles are passive, the drivers are anything but.
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
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