Animal Spirits Podcast

What's the negative catalyst? (EP.291)

Jan 11, 2023
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Episode notes
1
Introduction
00:00 • 3min
2
Will Jeff Bezos Come Back to Amazon?
02:42 • 2min
3
Why People Predict the Future, Even When It's Uncertain
04:18 • 2min
4
Is There a Recession?
06:48 • 2min
5
Is There a Soft Landing?
08:38 • 2min
6
Are We Pushing Off Recession?
10:36 • 2min
7
What's the Bear Case Right Now?
12:19 • 2min
8
Fixed Income Can Compete With Bonds?
13:56 • 2min
9
The Relative Attractivity of the Stock Market
15:30 • 2min
10
The Inverted Yield Curve
17:16 • 2min
11
Are There Any Macro Implications?
19:11 • 2min
12
The Rich Are the Perfect One to Mock
20:59 • 2min
13
I'm Anti-Jaj January
22:33 • 3min
14
The Disinflationary Labor Market
25:21 • 2min
15
Is There a Santa Claus Rally?
27:35 • 3min
16
Coinbase, Amazon, Salesforce, and the Rest of the Tech Industry Are in a Recession.
30:05 • 2min
17
Crypto Is a Big Story in Crypto, I'm Not Sure What to Do About It
31:52 • 2min
18
Crypto
33:52 • 2min
19
Zillow
36:12 • 2min
20
Real Estate Market Trends - What Are Buyers and Sellers Doing?
37:46 • 2min
21
Open AI Isn't Talking to Take a $10 Billion Investment From Microsoft
39:27 • 2min
22
I'm Not Ready to Use AI Until It's Useful to Me Personally.
41:33 • 2min
23
Are You Bringing Your Wife to the Movies?
43:46 • 2min
24
It's Never Too Late to Recreate Yourself
45:18 • 2min
25
What Do You Want to Be When You Grow Up?
47:47 • 2min
26
The Movies Are Dying
49:21 • 2min
27
Jack Ryan Season 3
51:22 • 3min