Animal Spirits: New All-Time Highs
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On today’s show, we discuss:
- The $8.8T cash pile that has stock market bulls salivating
- Americans are suddenly a lot more upbeat about the economy
- The US seems to be dodging a recession. What could go wrong?
- More workers want to change jobs, but the market is getting tougher
- Inside the business of air miles
- How big can Bitcoin get?
- Empty nesters own twice as many large homes as Millenials with kids
- Gen Z’s homeownership rate stagnated in 2023, but Millenials and Gen Xers saw gains
- Pending home sales rose 4% in December – biggest jump in over two years
- Blackstone doubles down on the US housing market with acquisition of Tricon and its nearly 40,000 homes
- Upbeat America
- Wells Fargo reflect card review: A best-in-class 0% APR promotion
- Your new $3,000 couch might be garbage in three years. This is why.
- Netflix, WWE strike deal to move Monday Night Raw to streamer in 2025 for $500M per year
Listen here:
Recommendations:
- Slow Horses
- Friday Night Lights on the Stick the Landing Podcast
- Killers of the Flower Moon
- Burning
- The Creator
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