Animal Spirits Podcast

The Year of Disappointment (EP.303)

Apr 12, 2023
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Episode notes
1
Introduction
00:00 • 2min
2
The Importance of Sleep in the Midterms
01:31 • 2min
3
The Bear Market Update
03:13 • 2min
4
The Drawdowns From the Peaks
04:56 • 2min
5
The VIX Is Near One Year Low
06:43 • 2min
6
How to Diversify Your Portfolio
08:20 • 1min
7
The Effect of Fundamentals on Growth
09:50 • 2min
8
The Reverse Repo Facility at the Fed
12:15 • 2min
9
Universal Is the Tail Risk Hedging Fund
13:45 • 2min
10
The Negative Correlation Between Overpriced Options and Negative Returns
15:56 • 2min
11
The Importance of Recession Awareness
17:49 • 2min
12
The Price We Paid for Full Recovery
19:28 • 2min
13
The Myth of Chopping a Salad
21:33 • 2min
14
The Fed's Job to Control Inflation
23:53 • 2min
15
The Boom in Commercial Real Estate
25:24 • 2min
16
The Importance of Being Middle Aged
27:45 • 2min
17
The Boomers Are Loaded
29:47 • 2min
18
How Much Money Do You Need to Own a $2 Million Home?
31:46 • 2min
19
The Future of Real Estate
33:27 • 2min
20
The Year of Disappointment
35:18 • 3min
21
The Importance of Local Real Estate Data
37:56 • 3min
22
The Importance of Car Leases
40:28 • 2min
23
How to Negotiate With a Dealership
42:23 • 2min
24
Elon Musk's Sub-Stock
44:06 • 3min
25
John Wick and the New Season
47:06 • 2min
26
The Best Action Movie of All Time
48:46 • 2min