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Animal Spirits: The Most Crowded Stocks

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This week’s Animal Spirits with Michael & Ben is supported by YCharts:

Mention Animal Spirits and receive 20% off your subscription price when you initially sign up for the service.

We discuss:

  • Why the stock market doesn’t care about the growth stock crash
  • Speculation in stocks worked in 2020; not so much this year
  • Betting your life savings on Alibaba options is not a great idea
  • Is inflation already slowing down?
  • What is the correlation between falling commodities prices and falling inflation?
  • How Amazon planned ahead for the supply chain problems
  • We created a crypto index strategy
  • Setting the right expectations for new investors in crypto
  • Can the housing market really run for another decade?
  • Sports are dumb but also awesome & more

Listen here:

Transcript here:

  • Audiograph

Stories mentioned:

  • In Tarantino market, the hottest stocks are getting quietly killed
  • Market cap rules everything around me
  • I lost $400k on a single Robinhood bet
  • Docusign plunges almost 30%
  • December kicks off with warm weather
  • Amazon is bypassing supply chain issues
  • We built a crypto index
  • RWM WisdomTree Crypto Index fact sheet
  • The wallet edition
  • The housing book could last for a decade

Charts mentioned:

Original Article

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