Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28
Introduction
00:00 • 2min
Animal Spirits With Michael and Ben
02:21 • 2min
Kobe's Tibia Is Your Shin Bone, and He's in Pain.
04:04 • 2min
Is It a Gigantic Balloon That You Put Out Around Your Leg?
05:53 • 2min
We're in a Bear Market, Ben?
08:08 • 2min
The Fed Tightening and the Unemployment Rate
09:42 • 2min
Is the Labor Market Tightening?
11:20 • 2min
The Fed's Wage Growth Tracker
13:14 • 3min
Is There Any Evidence That Inflation Is Slowing?
15:54 • 2min
Are You Saying That Inflation Is Going to Fix Income Inequality?
17:28 • 2min
The Fed Is Not Going to Pivot, Is It?
19:43 • 2min
Is the Market Front Running a Little Bit?
21:52 • 2min
Why Spreads Aren't Blown Out?
23:45 • 2min
The Bond Market Is Going to Sniff Out - Is the Fed Going Too Far?
25:24 • 2min
Is the Fed Going Too Far?
27:01 • 3min
Investing in Real Estate
30:01 • 2min
Is There a Market for Single Family Homes?
31:50 • 2min
Is There a Household Formation?
33:26 • 2min
The Fed Open Letter to the Fed Didn't Work
35:06 • 2min
Long John With Cream, the Cinnamon With the Chocolate
37:15 • 3min
Apartment Demand Is Stalled Out
39:51 • 2min
Are Your Tight Tight Shirts Getting Tighter?
42:02 • 2min
Is There a One Size Fits All?
44:20 • 2min
Cryptocurrency Is Not Doing So Well as It Is
45:54 • 2min
The Inflation Hedge
48:07 • 2min
I Love Soccer. I Love the Whopper. I Like the Junior.
50:05 • 2min
The Movie Is Stunk
52:03 • 2min
Do You Ever Ever Stop Loss on Your Movies?
53:37 • 2min