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On today’s show we discuss:
- Packy McCormick’s Not Boring podcast
- The worst run for bonds since 1980
- The Fed is still waiting for supply
- What happens when you buy stocks in a bear market
- 4 reasons high inflation won’t go away in 2022
- Ukraine war threatening a global food crisis
- The travel boom is here
- Housing getting crazier
- Homes earned more for owners than jobs
- Most housing starts since 1973
- The latecomer’s guide to crypto
- The Encanto soundtrack
Transcript here:
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Animal Spirits NFTs:
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Recommendations:
- Titanic
- My Favorite Podcast
- Desperado
- Triple Frontier
- Troy
- Never Ending Story
- The Perfect Storm
- Outbreak
- Air Force One
- The Bond King by Mary Childs
- Mayor of Kingstown
- Kalshi Oscar bets
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