Animal Spirits: Everything Is Up This Year

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On today’s show, we discuss:

  • All major asset classes now posting gains YTD
  • Birth, death, and wealth creation
  • Everyday investors are thriving in a world awash in yield
  • What Fed hikes? Much of America’s consumer debt is still riding ultralow interest rates
  • Unemployment rate at or near record lows in half of US States
  • FreddieMac housing and mortgage outlook – July 2023
  • A 5% mortgage rate is seen as tipping point to unlock supply
  • Rent is finally cooling, see how much prices have changed in your area
  • Uber makes first operating profit after racking up $31.5B of losses
  • Travel and leisure demand: Peaking or not?
  • 5 ways that buying a car has drastically changed
  • Retirement in America: Were we better off 50 years ago?

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  • The Drop
  • Outer Range

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