Animal Spirits: Soft Landing

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

See here to learn more about investing in contemporary art.

On today’s show we discuss:

  • Does this look like a recession to you?
  • H1 was not a recession
  • Uptick in home searches and tours
  • Home listings are stale
  • Softbank taking major losses
  • HOOD earnings
  • Z earnings
  • OPEN earnings
  • UBER earnings
  • AMC earnings
  • NVDA earnings
  • Robinhood laying off 23% of workforce
  • The humbling of Coinbase
  • Pension yield farming

Future Proof Festival

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Recommendations:

  • No Time to Die
  • The Sea Beast
  • Luck
  • Devil in the White City
  • Prey
  • Michael Clayton movies
  • Billy Crystal
  • Shuffleboard
  • Amazons x-ray feature

Charts

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Original Article