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Today’s Animal Spirits is sponsored by Masterworks:

Go to Masterworks.io/animal to learn more about investing in contemporary art. And check out our most recent interview with Masterworks CEO Scott Lynn here.

On today’s show we discuss:

  • Michaels interview with Barron’s
  • January employment report
  • Some companies like recessions
  • The job market is hot
  • Corporations can handle a slowing economy
  • Fidelity crypto report
  • JP Morgan crypto report
  • Luxury goods price inflation
  • Quartr – prepared remarks are way too long
  • UPS earnings report
  • Google earnings report
  • PayPal Earnings report
  • Amazon earnings report
  • Peloton takeover by Amazon
  • The housing theory of everything

Listen here:

Transcript here:

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Recommendations:

  • Upcoming Netflix originals
  • Full Metal Jacket
  • Awakenings
  • Nightmare Alley

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