Animal Spirits: Looming Disaster

On this week’s Animal Spirits, we discuss:

Do stocks diversify bonds?

Can bonds be overvalued?

Stocks when interest rates rise

Thinking about looming disaster

Klarman in 1999

Amazon microwave

It’s like the internet in 1997

World poverty

Betterment survey

Dividend stocks are not bonds

Beat the market, get more money

Twilight of the terminal

Listen below

Charts discussed

Tweets mentioned


I Heard You Paint Houses

The Soul of America

Fortune’s Children: The Fall of the House of Vanderbilt

Lethal White

Meb Faber and Phil Haslett talking private investments