Animal Spirits: Buy the Housing Dip

On this week’s Animal Spirits, we discuss:

Is Howard Marks hurting investors?

Jack Bogle still has it

This is the top

SoftBank is…not a bank

The best portfolio

My take on the perfect portfolio

Fraud of the week

Buy the housing dip

J.P. Morgan’s New Guide to Markets

Listen Here

Charts Mentioned

Tweets Mentioned


Born Standing Up

Where Good Ideas Come From

How We Got to Now