Animal Spirits: Super Bullish
Courtesy of Michael Batnick
On today’s show we discuss:
- Disney+ has 100 million subscribers
- Cash out refis are on fire
- 17 reasons to be optimistic on the economy
- The Fed isn’t printing as much money as you think
- Sometimes deregulation is bullshit
- Deep value in the dotcom bubble
- Stripe is worth a lot of money
- Beeple’s piece went for $69 million
- JP Morgan’s guide to alternatives
- The bull case for DoorDash
- Who owns the stock market
Listen here:
Recommendations:
- A Short History of Nearly Everything
- Everybody Wants Some
- The Sound of Metal
- Mean Streets
- Backdraft
- New Jack City
- The Way Back
Charts:
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Contact us at animalspiritspod@gmail.com with any feedback, recommendations, or questions.
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Fox picture via Pixabay.