Animal Spirits: Inflation at Disney World
Courtesy of The Irrelevant Investor
Today’s Animal Spirits is brought to you by Masterworks
On today’s show we discuss:
- Michaels interview with Barrons
- January employment report
- Some companies like recessions
- The job market is hot
- Corporations can handle a slowing economy
- Fidelity crypto report
- JP Morgan crypto report
- Luxury goods price inflation
- Quartr – prepared remarks are way too long
- UPS earnings report
- Google earnings report
- PayPal Earnings report
- Amazon earnings report
- Peloton takeover by Amazon
- The housing theory of everything
- Homeowners are equity rich
- Crypto and dating
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