Today’s Animal Spirits is brought to you by YCharts
On today’s show we discuss:
- Bond traders aren’t better than anyone else at predicting inflation
- Ben on why it’s so hard to predict inflation
- Inflation is personal
- Cuban calling for crypto regulation. Tough scene.
- We should prepare to manage an economic boom
- 649,000 retail workers say “enough is enough”
- A record number of home buyers putting down >20%
- People are not tapping their home equity like they were in 2005
- San Francisco is too expensive for professional athletes
- Great take from Nick on why success early in life can be a hindrance
- Young people earning 6 figures are living paycheck to paycheck. And that’s not a bad thing.
- If you’re curious about corn
Listen here:
Recommendations:
Charts:
Tweets:
Investors’ response to the Fed’s hawkish dot-plot was to unwind some of the reflation bets, which have become crowded recently. In the equity markets, inflation-sensitive shares took a hit. pic.twitter.com/A5u83GEhwN
— (((The Daily Shot))) (@SoberLook) June 18, 2021
CoreLogic: House Prices up 9.2% Year-over-year in December https://t.co/YyM5k8ffE5
— Bill McBride (@calculatedrisk) February 2, 2021
Millennials buying fractional ownership stakes in second/vacation homes using some sort of tech platform (definitely not “timeshares.”) Basically pull out the Baby Boomers 1990’s playbook and figure out how Millennials will reinvent it. https://t.co/ynhDpuY7kb
— Conor Sen (@conorsen) June 15, 2021
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