9min chapter

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Who Owns the Stock Market? (EP.366)

Animal Spirits Podcast

CHAPTER

Insights on asset class expectations, global insurers, and movie performances

The chapter delves into survey results on preferred asset classes for high returns, highlighting private credit as a top choice over US equities. Discussions also cover insurers' strategies in navigating the credit cycle, potential challenges in accessing investments, and a headline on pensions investing in private equity. Additionally, the conversation touches on record-breaking stock flows, Americans' spending on groceries, horn honking scenarios while driving, and the financial implications of a movie's disappointing opening weekend performance.

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