Today’s Animal Spirits is brought to you by YCharts
On today’s show we discuss:
- The Fed is selling its ETFs
- Meme stocks died then came back again
- Robinhood taking aim at Coinbase
- DeFi is a thing people are talking about
- NEW PODCAST- The Compound and Friends
- I’m trying to learn about it. Not easy.
- MicroStrategy is taking out debt to buy more Bitcoin
- Flush with cash, consumers are spending more
- Housing costs are absurd
- People can’t afford to trade up
- The car chip shortage
- Credit card rewards are back
- People would rather quit than come back to work
- Permanent stimulus
- Cullen’s take
- Why rates might stay low forever
- I don’t shop (merch store)
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CoreLogic: House Prices up 9.2% Year-over-year in December https://t.co/YyM5k8ffE5
— Bill McBride (@calculatedrisk) February 2, 2021
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