Today’s Animal Spirits Talk Your Book is brought to you by Masterworks
For more information please visit their site here.
On today’s show we discuss:
- Covid stuff
- Jack Dorsey out at Twitter
- Dollar 25 tree
- $192 a month
- The problem with the world’s biggest Bitcoin fund
- Zoom
- Tesla
- Kind of feels like no once cares about good news right now
- Inflation in the metaverse
- Waystar Royco’s market cap
- Inflation in movies
Listen here:
Transcript here:
Recommendations
- Ridley Scott ringer podcast
- True Story
- DMX
- Curb Your Enthusiasm vs. Yellowstone
- Stillwater
- Just Friends
- Office Christmas party
- Entourage vs. Succession
Charts:
Tweets:
*TREASURY 10-YEAR YIELD ENDS DOWN 16BP, MOST SINCE MARCH 2020
The reason is the same as March, an “oh shit” moment about COVID. pic.twitter.com/INZHRM29fr
— Jim Bianco biancoresearch.eth (@biancoresearch) November 26, 2021
not sure anyone has heard but,
I resigned from Twitter pic.twitter.com/G5tUkSSxkl
— jack⚡️ (@jack) November 29, 2021
Inspired by the success of @ConstitutionDAO – @SwartzDAO is a decentralized organization with the goal of acquiring paywalled academic journals and publishing all of their content under #openaccess licenses
What an amazing example of how web3 could turbocharge #openscience 🎓🚀 https://t.co/W9J0ue5QTH
— ResearchHub (@ResearchHub) November 28, 2021
Quite a revision here from Morgan Stanley
"Incorporating the wealth of data today, including GDP revisions to 3Q21, more robust spending, strong inventories, strong durable goods orders, and upside in new home sales, we significantly raise our Q4 GDP tracking from 3.0% to 8.7%"— Jamie McGeever (@ReutersJamie) November 24, 2021
Wondering why your Thanksgiving groceries cost more this year? It’s because greedy corporations are charging Americans extra just to keep their stock prices high. This is outrageous. https://t.co/ZGhL7c3piR
— Elizabeth Warren (@SenWarren) November 24, 2021
The simplest read of the housing market data right now is that home prices are still too low. https://t.co/XkTiDYHOTW
— Conor Sen (@conorsen) November 29, 2021
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