Animal Spirits: An Extraordinary Decade
Courtesy of Michael Batnick
Today’s Animal Spirits is brought to you by YCharts
On today’s show we discuss:
- Index Coop Analytics
- 3 weeks ago we bet on Omicron being 1% of cases by year end
- Prepare for household disruption this winter
- Long-term capital markets assumptions, via JP Morgan
- The U.S. has had an extraordinary decade
- This is why the middle class is unhappy
- What to do with inflation
- Crypto Theses for 2022
- 2022 Digital Asset Outlook
- Is ARKK deep value?
- 83% of investors own crypto
- Millennials in the housing market
- Unfortunately, waiting to buy a house has been a tough financial decision
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Transcript here:
Recommendations
- Daffy. Charitable giving/donor Advised Fund
- Inherent Vice
- Sammy the Bull
- Station Eleven
- The Last Duel
- Focus
- Ben Affleck on The Bill Simmons Podcast
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