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
Listen here:
Transcript here:
Recommendations
Charts:
Tweets
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)
Bacon 20%
Pork chops 16%
Eggs 12%
Fish 11%
Chicken 9%
Milk 6%
Coffee 6%
Food at home 5.4%
Flour 5%— Heather Long (@byHeatherLong) November 10, 2021
https://twitter.com/mattyglesias/status/1458493043661807616
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
Another week, another flood of exciting reports! We know for sure that FinTwit will keep a close eye on $SE, $NVDA, $EMBRAC and $BABA 👀 pic.twitter.com/lQcggQIt0u
— Quartr (@Quartr_App) November 14, 2021
Quits rate set a new record high in September.
— Brian Chappatta (@BChappatta) November 12, 2021
WOW #RedNotice is @Netflix biggest ever opening day for a film. Congrats to this whole team! Can’t wait for Red Notice (Taylor’s Version) pic.twitter.com/tyGFqhKWao
— Ryan Reynolds (@VancityReynolds) November 14, 2021
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