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Animal Spirits Podcast

Latest episodes

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16 snips
Nov 6, 2024 • 1h 13min

A Once in a Lifetime Investment Opportunity (EP.385)

Join the entertaining discussion on Warren Buffett's significant cash reserves and the current stock market dynamics. They dive into the peculiarities of market performance and rising interest rates, while also chuckling over the absurdities of social media complaints. Explore Bitcoin's leading status in crypto, the shifts in homebuying trends, and KKR's new ventures in retirement funds. Plus, hear humorous anecdotes from everyday life, including memorable service industry stories and family movie nights.
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12 snips
Nov 4, 2024 • 28min

Talk Your Book: Longevity Income

Nate Conrad, Head of LifeX at Stone Ridge Asset Management, specializes in longevity income ETFs and retirement planning. He delves into how longevity income ETFs can reshape retirement strategies, emphasizing the importance of aligning spending with investment products. Discussions include innovative bond solutions, tackling the psychological challenges retirees face, and managing ETF funds for stable income. Conrad also highlights the need for flexibility in financial planning, ensuring security as life expectancies increase.
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17 snips
Oct 30, 2024 • 1h 3min

The Cost of the American Dream (EP.384)

The conversation dives into the shifting dynamics of the financial market and the recent spike in interest rates. They discuss the challenges of living paycheck-to-paycheck, even on a six-figure income. The pain of inflation in the 2020s is explored, alongside the difficulties in the housing market. Nostalgia meets humor with reflections on 80s horror films and parenting insights. They critique the reliability of election data and share thoughts on education choices, making for a lively mix of economic advice and personal stories.
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8 snips
Oct 28, 2024 • 33min

Talk Your Book: The Next Big Short

Jared Dillian, Founder of Jared Dillian Money, shares his critical views on private equity, arguing that it's currently in a sentiment bubble. He emphasizes the need to understand demand dynamics and the risks tied to lower-tier funds, especially during economic downturns. The discussion also touches on the impact of recent HVAC private equity deals and the broader implications of upcoming elections on market volatility. Dillian's insights highlight the complexities and challenges of navigating private equity investments today.
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20 snips
Oct 24, 2024 • 35min

Talk Your Book: Marketing is Everything with Seth Godin

Seth Godin, a leading author and marketing guru, dives into compelling topics surrounding his latest book, *This is Strategy*. He emphasizes that everyone is in sales, sharing insights on how to produce impactful content and define an audience beyond mere demographics. The conversation touches on marketing strategies, especially for introverts, and the dynamic between writing and public speaking. Godin also explores the balance between AI and creativity, advocating for self-reflection in the writing process to enhance engagement and connection.
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13 snips
Oct 23, 2024 • 1h 8min

The Envy of the World (EP.383)

The hosts dive into stock market expectations for the next decade, revealing a predicted 3% return. They explore the unstoppable American economy and the surprising wealth of millennials. A unique investment product linked to sports gambling sparks a debate over the fine line between investing and gambling. Youth sports coaching provides personal insights, leading to a discussion on crypto trends and housing market challenges. A fascinating tale of a gambling legend's rise and fall adds a dramatic twist, while humorous anecdotes lighten the mood.
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20 snips
Oct 21, 2024 • 36min

Talk Your Book: Factor Investing with Dimensional Fund Advisors

Rob Harvey, Co-Head of Product Specialists at Dimensional Fund Advisors, dives into the world of factor investing. He discusses how DFA distinguishes itself in asset management and shares insights on converting mutual funds to ETFs. The conversation explores the impact of the meme stock craze, the cyclical nature of value investing, and the ongoing relevance of small cap strategies. Listeners will gain an understanding of the importance of adaptability and informed decision-making in optimizing portfolio performance.
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13 snips
Oct 16, 2024 • 52min

The 1990s Really Were Better (EP.382)

The discussion dives into the remarkable stock market surge and how household wealth has changed since the 2007 crisis. Nostalgic memories of the 1990s clash with today's economic challenges, highlighting generational financial expectations. A humorous take on cracking eggs and family travel dynamics adds a light-hearted touch. They also ponder the complexities of grocery prices and modern financial realities while reflecting on the absurdities of sports fandom. Plus, there's a look at horror movie success and the shifting landscape of cinematic tastes.
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Oct 14, 2024 • 31min

Talk Your Book: Yield at What Cost?

Join Jonathan Molchan, Managing Partner at STF Management, as he dives into the world of unique investment strategies. He discusses the intriguing principles of trend following and how they perform through various market cycles. Discover the challenges of traditional call option writing and innovative solutions like Tug and TugN products. The conversation also touches on navigating market downturns and the importance of emotional discipline in investing. Perfect for anyone seeking fresh insights into the rapidly evolving ETF landscape!
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Oct 9, 2024 • 1h 4min

Money Buys Happiness (EP.381)

Dive into a world where stock market predictions clash with political biases and trust in data is questioned. Discover how technology intersects with climate disasters and affects the housing market. Uncover the surprising link between money and happiness, debunking myths along the way. Plus, get cooking tips for perfect eggs and chuckle at the chaotic blend of parenting and professional success. It's a captivating mix of finance, personal anecdotes, and culinary hacks!

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