Animal Spirits Podcast

Recession Not Required (EP.317)

Jul 19, 2023
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Episode notes
1
Introduction
00:00 • 2min
2
The Role of Senior Advisors in the Retirement Industry
01:49 • 3min
3
The Relationship Issues
04:41 • 2min
4
The Bear Market Coming to an End Without a Fed Put
06:26 • 2min
5
The Rise of Money Market Funds
08:08 • 2min
6
The Four Pillars of Investing
09:44 • 2min
7
The Five Pillars of Inflation
11:35 • 2min
8
The Myth of Inflation
13:34 • 2min
9
The Dollar-Way Returns of the ARK Fund
15:24 • 2min
10
The Fed's Soft Landing on Inflation
16:57 • 2min
11
The Fed's Soft Landing: A Victory Lap
18:50 • 2min
12
Airline Fares Are Down 8.1% Month Over Month, and 19% Year Over Year
20:26 • 2min
13
The Wall Street Journal's Survey on the Rise of Real Wages
22:55 • 3min
14
The Stock Market's on Fire
25:38 • 2min
15
The Fed's Prediction of a Recession
27:29 • 2min
16
The Importance of Safety in the Economy
29:34 • 2min
17
The Immaculate Trade-Off
31:04 • 6min
18
The Resilience of US Consumers and Small Businesses
36:47 • 2min
19
Jamie Dimons Braced Herself for Economic Hurricane
38:36 • 2min
20
The Human Condition of Personal Finance
40:34 • 2min
21
Delta's Q2 Net Flows, 4 Billion Out of Equity, 44 Billion Into Fixed Income
42:19 • 3min
22
Harry Potter and the Ravenclaw
45:11 • 2min
23
The Importance of Being Younger
46:49 • 2min
24
Mission Impossible and Oppenheimer
48:50 • 1min
25
Mission Impossible: A Movie Review
50:18 • 2min
26
The Importance of Listening to Music
52:17 • 3min