Animal Spirits: Half the Population

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 

Survey of the week

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 

Tons of great charts

Houses are getting bigger

Is Time Warner going to ruin HBO?

How wide is the earnings gap?

Tariffs hit Maine’s lobster industry

An alternative solution for the retirement crisis

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Charts mentioned:


The Attention Merchants

Hue, 1968 (Still reading)

Thank you for listening!