Animal Spirits: A Confusing Year
Today’s Animal Spirits is brought to you by YCharts.
On today’s show we discuss:
- The S&P 500 is not the economy
- Why hasn’t the crypto contagion spilled into the stock market?
- Atlanta Fed GDP estimate
- The auto industry is the economy’s best hope right now
- How long until excess savings are gone?
- Bob Iger returns as CEO, Bob Chapek exits
- Grayscale trusts – what should be done and why
- Vast majority of retail investors in bitcoin lost money
- FTXs SBF cashed out $300M during funding spree
- Inside SBFs doomed FTX empire
- FTX and fomo
- People are already buying depositor claims on FTX
- The effects of remote work on US housing markets
- Fintechs steroid era
- Warner Brothers Discovery CEO speaks on weak advertising market, DC plans, and HBO losses
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