Animal Spirits: Bear Market Math
Today’s Animal Spirits is brought to you by YCharts.
On today’s show we discuss:
- Vanguard poised to be the largest bond ETF manager
- Wages, prices, and taming US inflation
- Higher interest rates can take a long time to bring down inflation
- The Fed Presidents are becoming influencers
- What will peak 30-yr fixed mortgage rates be by December 29, 2022
- Builders are ready for the housing slowdown
- Stanford wants a bigger piece of Silicon Valley’s top VC funds
- Sign up here for Quartrs earnings season recap
- Early earnings reports are worrying investors
- American Express earnings
- Netflix earnings
- Snapchat earnings
- Bank of America earnings
- IRS increases retirement account limits
- Americans reclaim 60M commuting hours in remote work-perk
- Abnormal Returns turns 17
Listen Here:
Recommendations:
- House of the Dragon
- Parasite
- Bullet Train
- Nelson DeMille’s John Corey series
- Shut Up & Keep Talking by Bob Pisani
- High Tension
- Rec
- Iron Man
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