Finally, some relief in the housing market
Animal Spirits: The Round Trip
On today’s show we discuss what the narrative would be if we went back to new highs, why high oil prices are so worrisome, why the housing market is more important than the stock market, some good news about the U.S. economy, the new Top Gun and much more.
A New Narrative
What will the headlines say if the S&P 500 hits a new all-time high?
These Are the Goods
Here’s what I chewed on last week
What Dominates Portfolios
Hedge funds’ biggest holdings are also the biggest holdings in index funds
Animal Spirits: The Most Obvious Recession Ever
On today’s show we discuss, the big housing miss, inventory build-ups, private market slowdown, Miami Vices, and much more.
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