Animal Spirits: Long Global, Short USA
Courtesy of Michael Batnick, The Irrelevant Investor
Today’s Animal Spirits is sponsored by Masterworks.
On today’s show we discuss:
- Elon Musk takes a 9.2% stake in Twitter
- Tiger Global down 34%
- Using the yield curve to time the market (2019)
- US corporations have the best year since 1950
- Layoffs are at record lows
- Nebraska unemployment
- The strategy a janitor used to build an $8M portfolio
- Why rich people aren’t happy
- How banks react to rising interest rates
- Housing market slowing?
- Can home prices and interest rates soar at the same time?
- Housing bubble vs now
- Building a community
- Trading on Robinhood 24/7
- Robinhood will stay open late
- Another trucking issue on the way
Animal Spirits NFTs:
- Animal Spirits Community NFT
- Reach out to Audiograph for support on Twitter or Discord
- A-Shifty-Runner NFT
Listen here:
Transcript here:
Recommendations:
- Bruce Willis is retiring
- Ben Stiller on the Fly on the Wall Podcast
- Pachinko
- Atlanta
- No Country For Old Men
- Ozark
- The Girl With The Dragon Tattoo
Charts:
Tweets:
Go to Masterworks.io/animal to learn more about investing in contemporary art. And check out our most recent interview with Masterworks CEO Scott Lynn here.
Contact us at animalspiritspod@gmail.com with any feedback, recommendations, or questions. Follow us on Facebook, Instagram, and YouTube, and check out our swags here.
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