Animal Spirits: High School Reunion
Courtesy of Michael Batnick
Today’s Animal Spirits is brought to you by Masterworks. Go to Masterworks.io/Animal to skip the waitlist.
In today’s show we discuss:
- Is the Roaring 20s kind of already here?
- Bob Burgess Tweet – Household Debt Service as a % of Disposable Income
- 95% of workers want to change jobs, lol
- Subway and train traffic still way down
- Baby Bust
- Cash is disappearing
- Rewards for staking
- The risks of providing liquidity
- Dave Nadig on volatility
- Average account size
- Home prices rising fastest in areas without mass transit
- Who’s driving up home prices?
- This thing is global
- Rents are playing catch up
- There’s a ton of money in private equity. But it’s still kinda tiny.
- Movie theaters are dead
- Black Widow’s box office numbers
Listen here:
Recommendations:
Charts:
Tweets:
David Schawel tweet – @DavidSchawel “One of my favorites”
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