Here’s what I chewed on this week
Came for the finance, stayed for the comedy
One of the best emails to ever hit the Animal Spirits inbox
Come Fly With Me
This ain’t your senior broker’s financial services conference
Animal Spirits: It Wasn’t Transitory
On today’s show we discuss:
– Why Ben is 60% right on housing and I’m 90% right
– Taking the L on inflation
– Why you can’t disrupt power laws, and much more
Skill and Luck
Most people will not get lucky most of the time
Animal Spirits: Finding Growth Stocks Around the Globe
On today’s show we talk about finding growth around the world
These Are the Goods
Here’s what I chewed on last week
60/40 is Dead. Again.
How long can stocks and bonds stay down together?
Animal Spirits: The 24/7 Stock Market
On today’s show we discuss:
– Does it make sense to pay for premium gas?
– How Gen X is taking a bigger slice of the pie
– Why shipping costs might have peaked, and much more
Nobody Wants Cash Flow
Nobody wants cash flow when money costs nothing.