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Animal Spirits: Invest in What You Know

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Today’s Animal Spirits is brought to you by YCharts:

See here for YCharts Highlights, Lowlights, and insights from 1H 2022

On today’s show we discuss:

  • GDP is still relatively new
  • One of the few benefits of inflation
  • AAPL earnings
  • Retail is betting on tech
  • A housing recession is the first domino to fall
  • Dan Green on housing
  • AMZN earnings
  • MSFT earnings
  • V earnings
  • SPOT earnings
  • META earnings
  • SHOP earnings
  • Overdraft fees are costing consumers billions
  • Millennials didn’t move away from where they grew up

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Recommendations:

  • Blackbird
  • Predator
  • City Slickers
  • Close Encounters of The Third Kind
  • There Will Be Blood
  • The Craig Kilborn Podcast

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