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Animal Spirits: Tighten Until Something Breaks

admin by admin
March 31, 2022
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Today’s Animal Spirits is brought to you by YCharts:

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On today’s show we discuss:

  • The most actively traded ETF
  • Stocks as an inflation hedge is the new narrative
  • Recession v. non-recession insights
  • Consumer wealth via Sam Ro
  • Bonds are getting killed
  • 37.9% of the adult US population has a bachelor’s degree or higher
  • When the optimists are too pessimistic
  • A record number of US homebuyers are looking to relocate
  • The housing market and the role of the Federal Reserve
  • What the bond route is telling us
  • Instacart valuation
  • Nearly half of Millenials live paycheck to paycheck according to Bloomberg

Animal Spirits NFTs:

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

Transcript here:

  • Audiograph

Recommendations:

  • Deep Water
  • Severance
  • Brad’s Status
  • Aziz Comedy Cellar Special

Charts:

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