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Animal Spirits: Ben's Bearish
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The Compound Podcasts:
On today’s show, we discuss:
Corporate America's Euphoria Over Trump's 'Golden Age' Is Giving Way to Distress
Half of American Households Hold 97.5% of the National Wealth
America has never been wealthier. Here's why it doesn't feel that way.
Private Equity Is Coming for America's $12 Trillion in Retirement Savings
The Last Decision by the World's Leading Thinker on Decisions
Home Buyers Start to Come Off Sidelines Even as Rates, Prices Stay Stuck
This 4-Bedroom Ranch in N.J. Tells You Everything About the Lopsided Housing Market
Charts:















Tweets:
SEMI-SHOCK: US-focused ETF inflows have obliterated any other Q1 with +$137b, which is 85% of all flows. Ex-US ETF haul as actually been below avg. While headlines, HFs talk 'exiting' the US, ETF investors are on a buying spree for better or worse.. via @SirYappityyapp
— Eric Balchunas (@EricBalchunas)
1:30 PM • Mar 27, 2025
“Getting out is easy, but getting back in is hard. I’ve seen every major market low since the 1980s, and none of them were even remotely obvious” @DataTrekMB’s Colas
— Sam Ro 📈 (@SamRo)
11:42 AM • Mar 28, 2025
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