Here’s what I chewed on last week
Talk Your Book: Looking Back at the Crypto Meltdown
On today’s show, we get an update from Meow and take a look at the recent crypto meltdown.
Animal Spirits: Redefining a Recession
On today’s show, we discuss why the middle class is getting squeezed, why it’s so hard to define what a recession is, boring stocks are outperforming, the size of the housing market, why negotiating will be making a comeback, spending time alone and much more.
It’s Earnings Season
Not bad is good enough
These Are the Goods
Articles Every business and every industry has a natural growth rate – push beyond it and short-term growth comes at the cost of long-term quality, and eventually survival. (By Morgan Housel) The savagely unhealthy housing market is continuing (By Logan Mohtashami) The last time we had a quarter this bad, bitcoin was trading for less than…
Animal Spirits: Extreme Cost Cutting
On today’s show we discuss peaking inflation, confused banks, whys stocks are the best inflation hedge, and much more.
What’s Priced In?
You can guess, but you can’t know for sure
These Are the Goods
Here’s what I chewed on this week
Everything Must Fall
There are no winners in a bear market
Animal Spirits: Volatility Hits Main Street
On today’s show, we discuss stocks for the long run, Elon’s Twitter debacle, the labor market vs. inflation, the number of cycles we’ve experienced since the pandemic, peak inflation, and much more.
