On this week’s Animal Spirits we discuss:
There were few places to hide in the first quarter
Would you rather a lump sum or an annuity?
Ben got actually’d by a Senator
Listen here:
Charts mentioned
True story
Chart crime of the week
Tweets mentioned
@EricBalchunas recently took a look at Fidelity Contrafund, an ostensibly successful active fund that's been bleeding assets all the same. https://t.co/NmwpLENGJL
— Jeffrey Ptak (@syouth1) March 29, 2018
You are trying to turn $10M of your own money (no clients) into as much as possible over next 20 years. You get one of these traits, and just above average on the rest (I realize that renders several combos unlikely).
Curious where people think individual edge might lie.
— Patrick OShaughnessy (@patrick_oshag) April 1, 2018
Recommendations
Silicon Valley looks promising
Ben endorses Bill Hader’s new show, Barry.
One of Us on Netflix is an interesting documentary about leaving the Hasidic community.
If you’re gonna watch Atomic Blonde, pay attention.
