Animal Spirits Podcast

Are Stocks Cheap? (EP.312)

Jun 14, 2023
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1
Introduction
00:00 • 3min
2
The Year So Far
02:35 • 2min
3
The Wall Street Journal's Recession
05:02 • 2min
4
The Return of Inflation
06:48 • 2min
5
The Importance of Being Right
08:47 • 2min
6
Matthew Ball's Essay on the S&P 500
10:24 • 2min
7
The Bearish View on AI
12:05 • 2min
8
How to Beat Inflation Without a Hard Landing
14:09 • 2min
9
The Irony of Stocks Going Up Most of the Time
16:03 • 2min
10
The Impossible to Beat the Market
18:07 • 2min
11
The Fat Pitch in Tech Stocks
19:41 • 2min
12
The S&P 500 Average Returns by Unemployment Rate
21:24 • 2min
13
The Historical Relationship Between the Unemployment Rate and the Labor Market
23:11 • 3min
14
The Stock Market Bottoms Before the Recession Starts
25:43 • 2min
15
Annualized Inflation Prints by Month
27:54 • 2min
16
How Much Should a Kid's Meal Cost?
29:35 • 2min
17
The Price of a Kid's Meal
31:06 • 2min
18
The Fed's Yield Curve Predicts a Recession
32:48 • 2min
19
The American Dream Is Not Dead
34:28 • 2min
20
The Labor Market Returns to Normal
36:27 • 2min
21
The Atlanta Fed's Wage Growth Track Continues to Slow Down
38:00 • 2min
22
How to Avoid Email Peeves
39:38 • 2min
23
Bitcoin's Market Cap Is the Largest Part of Crypto's Total Since April 21
41:55 • 2min
24
AI and the Future of VCs
44:06 • 3min
25
How to Know if You Have a New Credit Card
46:57 • 2min
26
The Fear of Automation Killing Jobs, Doomers Keep Making
48:45 • 2min
27
The Boomers Are Buying More Homes Than Millennials
50:37 • 2min
28
The Divergence Between New Home and Resale Market
52:10 • 2min
29
How to Hook a Carabiner to Your Belt Loop
54:02 • 2min
30
Netflix: The Dumbest Upgrade Ever
56:05 • 3min
31
The Pope's Exorcist
59:23 • 2min
32
Roman Hanwin at the End of Succession
01:01:23 • 3min