Today’s Animal Spirits is brought to you by Groundfloor
On today’s show we discuss:
- The case for patience on inflation
- A good look at some of the inflation numbers
- Bridgewater: It’s a demand shock
- De-Fi 2.0
- Ethereum name service tokens (the future)
- I got scammed
- Coinbase transcript
- Coinbase shareholder letter
- Marc Rubinstein on Crypto market structure
- DoorDash transcript (made an $8 billion acquisition Wolt)
- Debt at all-time highs
There's a reason Americans are noticing higher grocery bills. Pretty much every major protein is up sharply, along with other key items.
Steaks 24% (y/y)
Pork chops 16%
Food at home 5.4%
— Heather Long (@byHeatherLong) November 10, 2021
DEUTSCHE: ".. Disney+ and Netflix have both had soft net adds for three quarters .. Netflix is guiding to a significant reacceleration .. due to a rock solid slate, while $DIS first full content slate is still a year away. This makes us more bullish, not less .."
Reit Buy $DIS
— Carl Quintanilla (@carlquintanilla) November 15, 2021
— Quartr (@Quartr_App) November 14, 2021
Quits rate set a new record high in September.
— Brian Chappatta (@BChappatta) November 12, 2021
— Ryan Reynolds (@VancityReynolds) November 14, 2021
Contact us at email@example.com with any feedback, recommendations, or questions.
Check out our t-shirts, stickers, coffee mugs, and other swag here.
(Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers click here.)