Animal Spirits Podcast

Latest Episodes:

Is the Stock Market Wrong? (EP.147) May 20, 2020

Show notes

We discuss what a potential vaccine means for stock market, we could see a bubble after this, retail bankruptcies, the food delivery business, why the stock market is so confusing right now, inequality in this crisis, active fund performance during the bear market and much more.

Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Like us on Facebook And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.

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Too Young, Too Dumb and Too Inexperienced (EP.146) May 15, 2020

Show notes

We discuss inequality among corporations, differences in the unemployed by education, the best new restaurant in the country just went out of business, why housing prices are rising during the crisis, millennials fleeing big cities, you are not Stanley Druckenmiller and much more.

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Fallen Angels (EP.145) May 13, 2020

Show notes

We discuss why stocks aren't doing better in countries with a better virus response, why portfolio managers hate the Fed, how are the airlines going to survive, finding some gray area in the crisis data, food delivery price gouging, white-collar layoffs, working out from home, Peter Lynch crisis stocks, millennials receiving social security and more.

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Whatever It Takes Squared (EP.144) May 06, 2020

Show notes

On this week's show we discuss Warren Buffett's annual meeting, why Berkshire didn't buy anything, crisis buzzwords, the death of commodities, retailers going out of business, the rise in credit card debt, comedy Oscars and much more.

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A Noob Whale Picker's Market (EP.143) May 01, 2020

Show notes

We discuss how hard it is to outperform the market, why investors need to be more open-minded, how the crisis will impact millennial home-buying, how the Fed is redefining central banking, Occam's razor on interest rates, how inflation impacts growth and value stocks, noobwhales attracted to market turmoil and much more.

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Capitalism As We Know It (EP.142) Apr 29, 2020

Show notes

We discuss why credit card payments will be the first thing to go for people with financial problems, why so many people prefer real estate as an investment, colleges, and gyms are in trouble, people who will leave big cities, how a crisis can change your investment thesis on the fly and more.

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Physical Delivery (EP.141) Apr 24, 2020

Show notes

We discuss why the stock market isn't falling more, craziness in the oil market, why "normal" portfolios may be performing better during the crisis, the death of department stores, banks, bailouts and much more.

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Free Oil (EP.140) Apr 22, 2020

Show notes

We discuss fairness in the bailout process, why no one believes in this market, why it's been so difficult to outperform the market during this bear, Munger and Buffett's changing appetite for risk, why epidemiologists would make good investors and much more.

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The Second Wave (EP.139) Apr 17, 2020

Show notes

We discuss the path to normalcy, why the economy is going to be operating at partial capacity for some time, when people will begin flying again, why people are so angry with the bailouts, counterintuitive real estate trends, why colleges may be in trouble this fall and much more.

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Mountains of Debt (EP.138) Apr 15, 2020

Show notes

On this week's show we discuss the pandemic's impact on Disney, when people will be willing to go to large events in the future, private equity companies getting bailed out, anger coming from Main Street, counterintuitive markets, professional sports with no fans and much more.

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