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Animal Spirits: Is This a Bear Market?

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May 6, 2022
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.Today’s Animal Spirits is brought to you by Composer and Masterworks

See here for the new 60/40 portfolio by Composer.

Go to Masterworks.io/animal to learn more about investing in contemporary art.

On today’s show we discuss:

  • This is an average drawdown
  • More worried about the bond market than the stock market
  • Home equity created by the pandemic housing market
  • Adjustable-rate mortgage demand hit’s highest demand since 2009
  • Microsoft earnings
  • Spotify earnings
  • Chipotle earnings
  • Amazon earnings
  • Apple earnings
  • Robinhood earnings
  • Robinhood lays off 9% of its full-time employees
  • YCharts webinar with Michael

Animal Spirits NFTs:

  • Animal Spirits Community NFT
  • Reach out to Audiograph for support on Twitter or Discord

Transcript here:

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Recommendations:

  • The Bogle Effect By Eric Balchunas
  • Suicide Kings
  • Austin Powers on Rewatchables
  • Better Call Saul
  • Ozark

Charts:

Tweets:

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