On today’s show we discuss, the big housing miss, inventory build-ups, private market slowdown, Miami Vices, and much more.
Animal Spirits: The Most Obvious Recession Ever
Recession
The recession that people are looking for may already be here
Animal Spirits: Listener Mailbag
Ben and I answer listener questions with help from Rocker Dollar’s Henry Yoshida.
These Are the Goods
Here’s what I chewed on last week
This is What the Bottom Sounds Like
On this week’s so
Why Everyone’s Bearish
Why sentiment fell off a cliff
Animal Spirits: Obvious Signs of the Top
On today’s show, we discuss why markets are so confusing right now, the different kinds of recessions, inflation expectations, how to survive a bear market, the best movie sequels ever, and much more.
Where Are We in the Cycle?
Things will get better, but first they’re going to get worse.
Talk Your Book: Investing in the Carbon Transformation
On today’s show, we talk with Roger Mortimer, Portfolio Manager of KraneShares newest climate transition ETF about current energy supply constraints, identifying climate transformative companies, and much more.
These Are the Goods
Here’s what I chewed on this week
