Animal Spirits: Stocks Are Not Bonds

On this week’s Animal Spirits, we discussed:

My dad has $1.8 million dollars worth of GE

Is there alpha in small cap stocks?

The myth of 1926

The marshmallow test. 

Separating the ingredients and the recipe. 

Lessons from the past 25 years

The financial health of millennials 

What’s going on with ESPN?

What’s going on with Fidelity?

And how KD is building a Silicon Valley empire. 

Fear of missing books

Listen here:

Charts mentioned

 

Tweets mentioned

Recommendations

Gridiron Genius

Bad Blood

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