Today’s Animal Spirits is brought to you by Interactive Brokers. Check out the Impact Dashboard here
On today’s show we discuss:
- Who cares about a correction?
- Einhorn quarterly letter
- Netflix is raising prices
- Portfolio tweaks before the election
- Rental market is hurting
- Ritholtz has a contrarian take on housing
- The economy grew a lot in the third quarter
- Grantham on why we should go in on green infrastructure
- Cash is trash
- A cautionary tale
- Ken Griffin on taxes
- Christine Benz on the future of financial planning
- Why FICO scores are higher
- This tool can help you with estate planning
- Survey of the week
- ESG flows are picking up
Listen here:
Recommendations:
- Fooling Some of the People All of the Time
- Patrick O’Shaughnessy with Brad Gerstner and Rich Barton
- Chapelle and Letterman
- The Queen’s Gambit
- The Price we Pay
Charts:
Tweets:
GDP is 3.5% below Q4 '19 peak, 4.9% below where it would have been currently at a 2% annualized growth trend off that peak. And we're not going to see another sequential like we just got. pic.twitter.com/fq88xqtwMb
— George "Grants To State & Local Gov NOW" Pearkes (@pearkes) October 29, 2020
The Streaming Wars Are Here: Churn Edition pic.twitter.com/XLUUO2CAcS
— Matthew Ball (@ballmatthew) September 11, 2020
Amazon’s third quarter revenue:
2020: $96.1 billion
2019: $70.0 billion
2018: $56.6 billion
2017: $43.7 billion
2016: $32.7 billion
2015: $25.4 billion
2014: $20.6 billion
2013: $17.1 billion
2012: $13.8 billion
2011: $10.9 billion
2010: $7.5 billion
2009: $5.4 billion— Jon Erlichman (@JonErlichman) October 29, 2020
Interactive Brokers:
- Interactive Brokers launches innovative sustainable investing tool
- Impact Dashboard
- See how it works
Contact us at animalspiritspod@gmail.com with any feedback, recommendations, or questions.
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