Today’s Animal Spirits is brought to you by Spear Funds:
See here for more information on the Spear Alpha ETF
On today’s show, we discuss:
- Mcdonalds earnings
- Yes, that Big Mac meal may cost $18 – but there’s one good reason for it
- Credit Bidenomics for rising US wages
- Maybe we’re thinking of the P/E ratio all wrong
- NVDA is now worth as much as the whole Chinese stock market
- David Einhorn on passive investing
- The rich list: The 22nd annual ranking of the highest-earning hedge fund managers
- America has never had so many 65-year-olds. They’re redefining the milestone
- Yellen says commercial property is a worry, but regulators are on it
- Apollo on the US Housing outlook
- Wealth inequality by age in the post-pandemic era
- Macro is hard
- Thoughts after 40 hours in the vision pro
Listen here:
Recommendations:
- Brad’s Status
- Twister
- Slow Horses
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