Animal Spirits: Tighten Until Something Breaks
Courtesy of Michael Batnick, The Irrelevant Investor
Today’s Animal Spirits is brought to you by YCharts
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
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