Animal Spirits: It Wasn’t Transitory

Today’s Animal Spirits is presented by Vinovest:

Check out our discussion with Vinovest CEO Anthony Zhang.

We discuss:

• The Bitcoin ETF is here
• Are we underestimating the amount of wealth management money coming into Bitcoin?
• Is inflation stickier than previously thought?
• Have wages risen enough to offset higher prices?
• Why inflation could be worse
• Why are so many people quitting their jobs?
• The good news behind the supply shortage
• Social security and ibonds
• What does the stock market know?
• Is leverage the answer to low rates?
• Anecdotes vs. data in the housing market
• What happened to Zillow?
• Power laws in the creator economy
• Netflix is to index funds as HBO is to FANG stocks
• Is technical analysis astrology for men?
• The Rock vs. Con Air and more

Listen here:

Transcript here:

• Audiograph

Stories mentioned:

• Why you’re probably better off buying bitcoin directly than the futures ETF
• The problem with a bitcoin futures ETF
• Real risk inflation remains high
• The inflation numbers are undeniable
• A winter of giant gas bills is coming
• Inflation, rents and the labor market
• $2.7 trillion in crisis savings
• Retail sales rise
• Social Security benefits to rise 5.9%
• Inflation and I Bonds
• A new way to tackle this market moment
• The Canadian housing market is bananas
• Toronto housing market report

Charts mentioned:

Contact us at [email protected] with any questions, comments, feedback or recommendations.

Follow us on Facebook, Instagram and YouTube.

Check out our t-shirts, coffee mugs, stickers and other assorted swag here and here.

Subscribe here:

• iTunes
• Android
• Spotify
• Stitcher
• Google Play