Animal Spirits: Do We Need a Recession?

On this week’s Animal Spirits, we discuss

Am I paying too little for stuff?

The Athletic has $28 million in VC funding.

College tours by private jet. Seriously.

Coke is buying a coffee company for $5 billion. 

This cannabis company seems fully valued

Buffalo wing flavored Oreos

Yes, markets are hot. 

FIRE

Ben’s take on the movement.

The sector shakeup

Misleading investors

This kid with no training beat a lot of people with experience

Merrill is recruiting young advisors

Aretha Franklin had no will

The 70s were bad

Listen here:

Tweets mentioned

https://twitter.com/byrosenberg/status/1030186409338920960?s=12

Charts Mentioned

Recommendations

Barbarians at the Gate

Saudi America

The Girl Who Takes an Eye For an Eye 

The Geometry of Wealth

Coach Raveling with Tim Ferriss

Hot hand fallacy AQR

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