Today’s Animal Spirits Talk Your Book is brought to you by Masterworks
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On today’s show we discuss:
- Apple is on fire
- Rational bubbles
- How many stocks beat the stock market?
- Don’t be so quick to write people off
- Robinhood clapped back at Munger
- Robinhood has a customer service problem
- Robinhood is hiring 40 financial advisors
- Yahoo! Finance still does a ton of revenue
- Some good data on crypto
- Tik Tok is the place to go for financial advice
- Technical analysis has gotten harder
- Wages are going up
- Ben is causing a poultry shortage
- Millennials are buying houses
- Why are home equity loans so hard to come by?
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Tweets:
You constantly want to be upgrading your peer group. You want to hang out with smarter, more successful, more interesting, higher-character people because you will rise or fall to the level of your peer group. #officehours #ProfGPod 4/26
— Scott Galloway (@profgalloway) April 28, 2021
Alright. The point is: have people around you who inspire you. They will inspire you in different ways. Make sure they inspire you, and that you inspire them.
— Scott Galloway (@profgalloway) April 29, 2021
There are 330 S&P 500 companies with T12 revenues smaller than the $12.28bn beat over estimates $AAPL just announced for Q2 revs.
— Bespoke (@bespokeinvest) April 28, 2021
Apple's new $90 billion buyback authorization is larger than 400 of the S&P 500's components.
— Bespoke (@bespokeinvest) April 28, 2021
2020 has been the worst year for the academic value factor (HML). The second worst year (1999) was followed by a very strong comeback of the value factor. What about 2021?
Q1 2021 was the 2nd best quarter in history! How will the story continue? Stay tuned! pic.twitter.com/RnOUf8WdL8
— Matthias Hanauer (@HanauerMatthias) April 27, 2021
Lower-income consumers starting to regain confidence … spread between confidence among those making > $125k and $15k-$25k at its narrowest since 2017 pic.twitter.com/JvaIfPRbcn
— Liz Ann Sonders (@LizAnnSonders) April 29, 2021
You absolutely, categorically, undeniably LOVE TO SEE IT pic.twitter.com/ziMuM7Amaf
— George Pearkes (@pearkes) April 30, 2021
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