Animal Spirits Podcast

Is Twitter Dead? (EP.316)

Jul 12, 2023
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Episode notes
1
Introduction
00:00 • 2min
2
How to Be Bullish in the Short Term
02:20 • 3min
3
The Rise of Over 55 Equity Allocation
04:58 • 2min
4
The Importance of Automated Investing
06:30 • 2min
5
The Rise and Fall of Single Stocks
08:04 • 2min
6
Netflix Upgrades to Neutral From Sell
10:09 • 2min
7
Cara Continues to Pull: Netflix Shares Are Up 37%
12:28 • 2min
8
The Inflation Print Is Still on TSA
14:13 • 2min
9
Disney Is in a Bad Spot
16:01 • 2min
10
Disney Plus: Is It Sufficiently Cheap?
17:37 • 2min
11
Tech Bros Were Wrong About What Was Happening Even Just in Their Corner of the Universe
19:12 • 3min
12
The Tech Recession Is Over
21:46 • 2min
13
The Implications of the Great Resignation
24:00 • 3min
14
The Future of Mortgage Rates
27:14 • 2min
15
The Future of Mortgage Rates
28:59 • 2min
16
Redfin: The First Time in a Year That Average Sales to Price Ratio Is Over 100%
30:31 • 2min
17
The Wall Street Journal: The Millennial Answer to the Baby Boomer McMansion
32:12 • 2min
18
The Importance of a Modern Farmhouse
33:49 • 2min
19
The Importance of Execution
35:31 • 2min
20
The Threat to Twitter
37:52 • 2min
21
The End of Twitter
40:10 • 2min
22
Twitter and Instagram: A New Experience for Text Ideas
41:50 • 2min
23
Why Nobody Copyed Twitter Because It Was Such a Bad Business Model
44:13 • 2min
24
Twitter's Shares Are Down 50%
46:26 • 2min
25
The Importance of Tipping
47:56 • 2min
26
The Lord of the Rings
49:42 • 2min
27
The Terminalists
51:21 • 3min
28
The Best Spider-Man Movies of All Time
53:56 • 2min
29
The Best Movies of the 90s
55:37 • 2min
30
Primal Fear: A Time to Kill
57:22 • 2min
31
Why People Used to Look So Much Younger Than They Do Today
59:01 • 2min