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Animal Spirits: Elon Buys Twitter

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On today’s show we discuss:

  • Eight charts that explain the market
  • Melvin Capital tries unwinding its current fund for a new one
  • Plotkin abandons new fund plan, apologizes to investors
  • Chipotles VC fund
  • 3 reasons inflation might be peaking
  • Age demographics and US housing
  • Homebuilders having trouble with supply chain
  • Netflix earnings
  • Tesla earnings
  • Fidelity to allow bitcoin exposure within 401Ks
  • CNN+ a failure
  • Ben Affleck and Matt Damon star in an upcoming movie about Nike’s shoe deal with Michael Jordan

Animal Spirits NFTs:

  • Animal Spirits Community NFT
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Listen here:

Transcript here:

  • Audiograph

Recommendations:

  • The Batman
  • The Worst Person in the World
  • Tokyo Vice
  • The Northman
  • We Own This City

Charts:

Tweets:

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