Animal Spirits Podcast

On this weeks show we discuss the stock market's ability to predict a recession, the hot labor market, wages vs. inflation, the prospect for a soft landing in the economy, Robinhood vs. Coinbase, volatility in the mortgage market, a bunch of movie recs and much more.   Find complete shownotes on our blogs...  Ben Carlson’s A Wealth of Common Sense  Michael Batnick’s The Irrelevant Investor  Like us on Facebook  And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.  Learn more about your ad choices. Visit megaphone.fm/adchoices

On today's Talk Your Book we spoke with Composer founder Ben Rollert about creating your own automated investment strategies.   Find complete shownotes on our blogs...  Ben Carlson’s A Wealth of Common Sense  Michael Batnick’s The Irrelevant Investor  Like us on Facebook  And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.  Learn more about your ad choices. Visit megaphone.fm/adchoices

The hosts dive into the perplexing rebound in tech stocks and the ongoing recession debate, analyzing economic indicators and historical trends. Attention shifts to major tech players like Apple, examining their latest earnings amidst market turbulence. The discussion also touches on the complexities of real estate investing with rising interest rates, making it a challenging landscape. They lighten the mood with chat about sci-fi movies and investment strategies, blending humor with critical financial insights.

Henry Yoshida, the savvy Founder and CEO of Rocket Dollar and a CFP, joins the conversation to tackle listener questions on financial strategies. They dive into alternative investments like real estate and cryptocurrency, offering tips on starting small. Discussions on navigating housing markets highlight the power of timing, while strategies for early retirement stress the importance of diversification. The team also emphasizes balancing immediate and retirement needs, especially for new parents, making complex financial planning feel more accessible.

An intriguing update on the crypto market reveals the fallout from recent meltdowns and shifting dynamics in fundraising. The decline of institutional trust is scrutinized, highlighting major failures at Celsius and their impact on Bitcoin prices. Delving into the Bitcoin lending landscape, risks of fraud emerge alongside legitimate yield practices. Transparency in over-collateralized lending and evolving customer engagement in decentralized finance are emphasized. Finally, the current turbulence in cryptocurrency is explored, with discussions on risk management and the cautious hiring trends in the sector.

The discussion dives into the financial struggles of the middle class and the complexities of defining a recession. Boring stocks are surprisingly outperforming, while the housing market faces intriguing dynamics. There's talk about the resurgence of negotiation skills and how inflation is reshaping consumer priorities. Additionally, the changing behaviors in fintech and delivery services reveal impacts from economic challenges. The hosts also reflect on family dynamics and the emotional weight of solitude, pairing personal stories with industry insights.

Inflation is on everyone's minds, with an exploration of how it impacts consumer behavior and stocks as a hedge. The hosts discuss the surprising downturn in travel and entertainment stocks, questioning their market influence. The competitive streaming landscape sees Netflix shining amidst rivals' struggles. They also dissect home appraisals and the evolving real estate market. Finally, the conversation touches on the challenges faced by buy now, pay later companies and rising consumer goods costs, suggesting a tumultuous economic future ahead.

Explore the intriguing world of stock market performance amidst volatility, and hear tales of a financial blog turned chaos after a Tumblr hack. Discover the contrasting views on workplace culture from tech giants and the nuances of a strong labor market against inflation. Delve into shifting housing market trends, with a first decline in home prices since 2020, and share in the personal anecdotes that blend finance with a touch of humor. This conversation is a lively mix of economic insights and entertaining stories.

Sal Gilbertie, CEO of Teucrium and expert in agricultural commodity ETFs, shares valuable insights on the current state of agricultural commodities. He discusses how the war in Ukraine is affecting wheat prices and global food security, emphasizing the critical balance of supply and demand. Sal also compares the hedging capabilities of agricultural commodities against traditional assets like gold and Bitcoin amid rising inflation. His perspective on investment trends and the implications for poorer nations creates an essential dialogue on the future of food markets.

Join Samir Khadji, CEO of Allocate, as he dives into the fascinating world of venture capital. With a deep background in finance, Samir compares today’s market to the late 90s, highlighting similar investor behaviors. He discusses the challenges of gaining VC exposure and the shifting dynamics between institutional and individual investors. The conversation also explores how Allocate is democratizing access to private markets and the implications for investment strategies amid current economic changes. Get ready for some insightful revelations!