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Animal Spirits Podcast

Feb 13, 2019

On this week's show we discuss how index funds can differentiate themselves in a crowded field, how to wreck a pension fund, how does Renaissance Technologies make money, how much your time and vacation days are worth in terms of happiness, re-rating Boiler Room, how often to rebalance a 401k, mortgage debt vs....


Feb 6, 2019

Amazon vs. Apple, banning stock buybacks to decrease inequality, how much pensions and endowments should have in alternatives, what to do with an underperforming money manager, why volatility is more important when drawing down your portfolio, the Fyre Fest pitch deck, what does Acorns do, low rate bank savings...


Jan 30, 2019

Cash pouring into money market funds, how markets have changed over the past 200 years, does the US deserve a valuation premium, where are all the young star fund managers, millennials don't understand how down payments work, selling a house without a realtor, overestimating housing price gains, early thoughts on the...


Jan 23, 2019

The passing of Jack Bogle, interesting stories from his latest book, how to budget your money effectively, the impact of student loans on the housing market, what happens when baby boomers sell their stocks, the different groups that collectively own the stock market, Costco's amazing Kirkland Brand, our favorite...


Jan 16, 2019

WeWork's rough patch, why Sears was the Amazon of their day, the relationship between mortgage rates and home prices, how the Japanese economy has defied their demographics, asset allocation blind spots, how many millennials plan on dying in debt, why Peter Lynch walked away from his fund at the top of his game,...