This conversation with Ed Yardeni is a nice counter the chat we had earlier in the week with Ben Hunt. They agree on one big thing, but disagree on the interpretation.
Animal Spirits: I’ve Never Used an Emoji
On today’s show we discuss cars that are underwater, metaphorically speaking, Ray Dalio turning into ZeroHedge, my resting psycho face, and much more.
The Pay is Too Damn High
We spoke with Ben Hunt of Epsilon Theory about why he’s so upset. I get it.
Surveys Are Mostly Bullshit
I have to remind myself that some questions aren’t meant to be answered.
Animal Spirits Talk Your Book: Coaching the Yankees
On this Talk Your Book we sat down with Dana Cavalea, former strength & conditioning coach for the New York Yankees to discuss his book Habits of Champion and how he got the job of a lifetime at age 23.
These Are the Goods
The best stuff from last week
Animal Spirits Talk Your Book: The Man Who Solved the Markets
“I don’t know why planets orbit the sun,” Simons told a colleague, suggesting one needn’t spend too much time figuring out why the market’s patterns existed. “That doesn’t mean I can’t predict them.” On today’s show we discuss: –The Man Who Solved the Market -Medallion’s OddStats -How Simons built the greatest money making machine of…
Animal Spirits: The Worst Investor Ever
On today’s show we talk about Ben’s freezing cold take, the worst investor ever, ok boomer, why people are staying in their homes longer, and much more.
“Should We Be Selling Short?”
You can’t make this up
Guru Grades
How accurate are guru forecasts? Spoiler, not very.
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