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Animal Spirits: The Undies Indicator

Posted October 16, 2019 by Michael Batnick

Today’s Animal Spirits is brought to you by YCharts. Mention Animal Spirits to receive 20% off (*New YCharts users only)

On today’s show we discuss

  • Media’s terrifying debt problem
  • Video will soon look like the bad old days
  • Apple splurges on A Christmas Carol
  • Netflix going all in on kids programming
  • What Jeff Bezos wants
  • Is Amazon Unstoppable?
  • China and all the takes
  • ESPN forbids discussion of it
  • Investors continue to pull money out of stocks
  • Undees, champagne, and RVs
  • Why aren’t mortgage rates falling?
  • Mutual funds still dominate
  • Who won the zero fee war?
  • Millennials worry they’ll never retire (survey)
  • Some venture investors are starting to look at gross margins. 
  • Should Goldman buy Robinhood?
  • What is a CFA good for?

Listen here:

Charts

Tweets

GOLDMAN: “ Competitive pressures are clear, but Netflix has been through much of this before.”$NFLX pic.twitter.com/c6LM7Wioz7

— Carl Quintanilla (@carlquintanilla) October 10, 2019

For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/

Now go talk about it.

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Michael Batnick, CFA

Michael Batnick is a managing partner at Ritholtz Wealth Management. He is the co-host of Animal Spirits, What Are Your Thoughts, and The Compound and Friends. For disclosure information please see here.

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