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Tuesday, April 23, 2024

Animal Spirits: Big Mistakes

 

Animal Spirits: Big Mistakes

Courtesy of 

On this week’s Animal Spirits, we discuss:

My book, Big Mistakes

Why and how value and momentum investing work. 

Mary Meeker’s internet trends

Amazon dot toast

A hedge fund blow up

A Bill Gross hiccup

Listen below

Charts mentioned

 

 

 

  

 

 

 

 

 

Recommendations

Big Mistakes: the Best Investors and Their Worst Investments

The Space Barons: Elon Musk, Jeff Bezos, and the Quest to Colonize the Cosmos

I said I think Andy Samberg is funny. And I do, but the truth is I was drawing from this one moment in time. I don’t think I’ve seen any of his movies.

Crazy/Genius

Mark Twain

“It is strange the way the ignorant and inexperienced so often and so undeservedly succeed when the informed and the experienced fail.”

Chasing the Last Laugh: How Mark Twain Escaped Debt and Disgrace with a Round-the-World Comedy Tour

Ignorance, Confidence, and Filthy Rich Friends: The Business Adventures of Mark Twain, Chronic Speculator and Entrepreneur

The True Flag: Theodore Roosevelt, Mark Twain, and the Birth of American Empire 

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