Things are always changing
Michael Batnick
Fundamental Growth
Even though value has done well on an absolute basis since the bottom, it still has a long way to go to catch up with growth
Animal Spirits: The Biggest Week For Crypto
On today’s show we discuss
-The concentrated ownership in Bitcoin
-How to explain Crypto shadow banking
-Why I might be paper hands, and much more
Housing bubble Two Point No
Housing prices are red hot. That doesn’t mean they’re going to crash.
Should I Buy Coinbase?
It’s a lot easier to make the bear case right now
“Money Losing Companies Hits Record High”
There’s a good reason why companies are “losing money”
Animal Spirits: A Shortage of Workers
On today’s show we discuss:
-Why rich people prefer collectibles over gold
-Why GDP might not work as well as it used to
-How to “pay” for the infrastructure spending, and much more
These Are the Goods
Here’s what I chewed on last week
Rise of the Machines
A human did not write this
Animal Spirits: Listener Mailbag
On today’s show Ben and I answer listener questions on:
-Investing
-Personal finance
-Real estate, and much more