Today’s Animal Spirits is brought to you by YCharts
On today’s show we discuss:
- Our Super Bowl w/Derek Thompson
- Shadow stats
- Tokenize Everything
- Ken Griffin is a troll
- Elon Musk is a troll
- Zillow selling all of its homes
- iBuyer expert Mike DelPrete
- The CEO turned himself into a cartoon character
- One good thing about inflation/labor shortages
- Cars are expensive
- Leasing a car
- Crypto in RE
Listen here:
Transcript here:
Recommendations
Charts:
Tweets:
Home builder gross margins hit new highs in 3Q-2021. pic.twitter.com/4bqe7bQ8Jm
— Rick Palacios Jr. (@RickPalaciosJr) November 19, 2021
CORRECTION: MarketWatch deleted an earlier tweet that inaccurately implied that $5-a-gallon gasoline, $90 bottles of wine and $200 concert tickets were typical purchases of late among average Americans. The story has been corrected.https://t.co/Y8kBdRHPKI pic.twitter.com/n48rruC9h7
— MarketWatch (@MarketWatch) November 20, 2021
I think the work of fiction that most captures today’s crypto zeitgeist is Deadwood— a classic HBO series about the Black Hills gold rush in 1870s Montana.
Both are rooted around the question of how to build institutions and a common culture on a lawless frontier?
— Doug Colkitt (@0xdoug) November 11, 2021
"The $152 billion market capitalization of DeFi applications represents less than 1% of the total market capitalization of global financial services companies."
Excellent DeFi primer from @Matt_Hougan @dlawant @RasterlyRock https://t.co/YBE3VGCn9l pic.twitter.com/sbPpMOAxZR
— Michael Batnick (@michaelbatnick) November 17, 2021
nothing captures the current wealth disparity in this country quite like a decentralized organization raising $40mm from “we the people” to buy the constitution, only to get outbid by a billionaire.
— Corey Hoffstein 🏴☠️ (@choffstein) November 19, 2021
*Peloton Interactive Begins $1 Billion Public Offering of Common Stock $PTON
— *Walter Bloomberg (@DeItaone) November 16, 2021
(Bloomberg) – The number of containers sitting on docks at the port of Los Angeles has declined 29%, CEO Gene Seroka says.
(via @business @conorsen)pic.twitter.com/H8f0zabcTC
— Carl Quintanilla (@carlquintanilla) November 16, 2021
I plugged this into portfolio visualizer and it's true and it blew my mind.
$1 million invested in US stocks in 2000 – withdraw $50k a year – it's all gone by 2018. https://t.co/D3CE4Gqzi9 pic.twitter.com/mW7iqIQS7d
— ValueStockGeek (@ValueStockGeek) October 31, 2021
Contact us at animalspiritspod@gmail.com with any feedback, recommendations, or questions.
Follow us on Facebook, Instagram, and YouTube.
Check out our t-shirts, stickers, coffee mugs, and other swag here.
Subscribe here:
