On this week’s Animal Spirits, we discuss:
Gundlach says we’re getting closer to a recession
People are watching the yield curve blip by blip
Inflation could actually be okay for bond owners
7 countries hold half the world’s population
In 20 years, half the population will be in 8 states
Amazon is a value stock. No, really
Is Time Warner going to ruin HBO?
Tariffs hit Maine’s lobster industry
An alternative solution for the retirement crisis
Listen here:
Charts mentioned:












Retirement planner product idea: a “where can I afford to retire?” widget that shows a color-coded world map
Red = in your dreams loser; try the lottery
Orange = if you work ridiculously hard and get a bit lucky
Yellow = reachable by 70
Green = Dump you could retire to right now— Venkatesh Rao (@vgr) July 14, 2018
Recommendations:
Thank you for listening!