Animal Spirits: The Most Obvious Recession Ever
Courtesy of The Irrelevant Investor
Today’s Animal Spirits is brought to you by YCharts.
On today’s show we discuss:
- Strong household finances mean the Fed might have to do more
- $8 trillion in household wealth lost compared to the end of 2021
- Softbank cutting startup investments 50-75%
- The average age of US vehicles hit a record 12.2 years
- New car prices continue to rise
- UK inflation hits 40-year high
- Fed will keep pushing until inflation comes down
- The Feds plan from March 2021
- Jay Powell’s interview with Marketplace
- A recession isn’t in the cards according to Neil Dutta
- Mike Simonsen’s podcast on today’s housing market
- ABNB via The Science of Hitting
- Target earnings
- Walmart earnings
- Snapchat earnings
- 88% of startups are worried about fundraising
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