Animal Spirits Podcast

Do Valuations Matter? (EP.320)

Aug 9, 2023
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1
Introduction
00:00 • 3min
2
The Grand Rapids Hedge
03:08 • 2min
3
Field of Dreams
04:58 • 2min
4
The Importance of Valuations
07:25 • 2min
5
How to Lower Your Return Expectations in 2015-16
08:59 • 2min
6
The Importance of Valuation in the Stock Market
11:15 • 2min
7
The Two-Month Return Spread Between Hedge Fund VIP Stocks and Most Shorted Stocks
13:29 • 2min
8
Apple's Pullback: A Warning to Investors
15:38 • 2min
9
The Great Wealth Transfer From Baby Boomers to Millennials
17:13 • 2min
10
Credit Card Debt Hits $1 Trillion for the First Time on Record
18:53 • 2min
11
The Effects of Credit Card Debt on the Economy
21:04 • 2min
12
The Fed's Myth Buffing the Most Americans Can't Come Up With a $400 Emergency Thing
22:59 • 2min
13
The Recession Call: What Did Everyone Miss?
24:36 • 2min
14
Why the Fed Aggressively Raised Rates Did Not Lead to a Recession
26:22 • 3min
15
The Labor Force Boom From the Pandemic
29:03 • 3min
16
The Unaffordability of Housing
32:08 • 3min
17
The Effects of Hedge Funds on Alpha
35:10 • 3min
18
Robinhood's Stock Price Rises in Q2
37:47 • 2min
19
The Long Term Trend of G of Gma
39:51 • 2min
20
Apple's Year-Over-Year Revenue Change
41:42 • 2min
21
The Importance of Apple's Not Growing Shares
43:52 • 3min
22
The Importance of Returning Clothes
46:39 • 2min
23
How to Book With Points
48:19 • 2min
24
The Importance of Tipping
49:57 • 2min
25
The Importance of Safety in Kids' Parks
51:39 • 2min
26
The Dark Side
53:38 • 5min