Today’s Animal Spirits is brought to you by YCharts:
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On today’s show we discuss:
- Inflation isn’t getting better yet
- Inflation has outpaced wage growth
- The deflation risk
- How would investors react if we got some inflation (June 2020)
- Fed officials preparing to raise rates by another 75bps
- Average car payments hit a record high
- Investors have rarely been this pessimistic
- Wisdom Trees Dividend Monitor
- Marc Rubinstein on Klarna
- Why BNPL doesn’t affect your credit score
- Netflix has scale
- Hulu is carrying Disney
- Delta earnings
- Morgan Stanley earnings
- JP Morgan earnings
- Goldman Sachs earnings
- Wells Fargo earnings
- Citi Group earnings
- Millennials are responsible for inflation
- Three Arrows Capital situation
- Gemini layoffs
- Apple to slow hiring and spending in 2023
Future Proof Festival
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Recommendations:
- The Bear
- Burnt
- Jurassic World: Dominion
- Swingers
- Black Bird
Charts:
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