Animal Spirits Podcast

On today's show we discuss the year that was in the stock market for 2021, why people hate the Fed so much, Michael's predictions for the year, why the bull market could continue to run, stock market FUD, Disney's new movie formula 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

A captivating conversation unfolds as Howard Lindzon shares his journey from brokerage to entrepreneurship, revealing the highs and lows of founding a hedge fund. He dives into his early days in Toronto's comedy scene, reflecting on how it shaped his creativity in finance. The evolution of fintech and social media's role in stock trading come to light, with particular focus on Robinhood's impact. Finally, Lindzon discusses the current state of venture capital, emphasizing the need for adaptability and caution in today's investment landscape.

Listeners dive into a whirlwind review of an incredible year in the stock market, including the downside of celebrity SPACs. The impact of rising mortgage rates on housing prices is analyzed, revealing potential shifts in buyer demand. The conversation also touches on the complexities of Web3 communities and the challenges they present. A humorous nostalgia trip ensues with classic movie discussions that juxtapose old favorites against modern sequels. It's a blend of finance, humor, and cultural commentary that keeps the conversation lively!

In this discussion, college planning expert Tony Steak shares his insights on crafting investment strategies for children's education. The conversation covers essential topics such as building an income-producing portfolio and the pros and cons of different investment options like ETFs and 529 plans. They also tackle the importance of choosing the right financial advisor and understanding the advisor-investor dynamic, especially during tough market times. Steak emphasizes strategic planning to secure children's financial futures while navigating gifting and investment processes.

The discussion kicks off with the economic implications of the Omicron variant and rising inflation. They evaluate Cathie Wood's bold market predictions and dive into why many are lowering their return expectations. The middle class's unhappiness is explored, revealing insights into current societal trends. A deep dive into the future of movies includes the impact of decentralization on film funding and the rising preference for miniseries over blockbusters. Expect engaging insights on cryptocurrencies and shifting investment dynamics among millennials!

Matt Bartolini, Head of ETF Research at State Street Global Advisors, shares his insights on the soaring popularity of ETFs, including the surge of ESG options. He elaborates on the impressive trillion-dollar inflows and the rise of low-cost, sector-specific strategies. The conversation shifts to active fixed income investments, emphasizing credit selection and high-yield loans. Bartolini also discusses inflation’s role in the market, contrasting it with global trends, and the challenges faced by different sectors amid changing investor sentiments.

The podcast dives into the vibrant post-pandemic revival of New York City’s nightlife. It contrasts the performance of major tech stocks with smaller ones and speculates on market turbulence. Discussions include how inflation affects various income levels and innovative dining trends shifting towards fast and efficient models. The conversation also touches on unique investment opportunities and the intriguing world of utility NFTs, revealing broader societal changes in consumer behavior and financial strategies.

In this discussion, Luke Oliver, Managing Director at CraneShares with expertise in carbon markets, dives into the lucrative potential of carbon allowances. He explains the intricate dynamics of carbon pricing and how it drives climate action, emphasizing the role of government policies. Luke reveals insights on how institutional investors are increasingly attracted to carbon investments, balancing ESG goals with financial returns. The conversation also touches on the implications for heavy industries facing rising carbon costs and the urgent need for decarbonization.

On this week's show we discuss the growth stock crash, the third web, and wonder if Paul Thomas Anderson is overrated. 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

Max Simkoff, Founder and CEO of Doma, dives into the often confusing world of title insurance and home appraisals. He shares his journey of founding Doma to tackle inefficiencies in real estate transactions. The conversation highlights innovative approaches to streamline these processes and reduce costs through technology. Simkoff also discusses the appraisal frustrations faced by consumers and the potential role of technology and blockchain in transforming the industry for better transparency and efficiency.