Animal Spirits: S&P 5

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

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We discuss:

  • The sheer dominance of Apple, Amazon, Microsoft, Google and Facebook
  • What would need to happen for the market to roll over again?
  • The performance of the biggest stocks is matching their fundamentals
  • Apple has diversified its business model
  • Which tech behemoth is most at risk of government regulation?
  • Microsoft and TikTok
  • Defending the speculators
  • Robinhood vs. Vanguard
  • Why the homeownership rate is skyrocketing
  • The 10 worst quarters of economic activity ever
  • Are expanded unemployment benefits stopping people from looking for work?
  • The most counterintuitive recession ever
  • The never-ending threat of nuclear war and more

Listen here:

Stories mentioned:

Also Read on FinMedium:  Valuation in Motion: The Intrinsic Value Puzzle: Components and Case Studies

Books mentioned:

Charts mentioned:

Podcasts Mentioned:

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Ben Carlson
Ben Carlson (A Wealth of Common Sense) writes on wealth management, investments, financial markets, and investor psychology. He manages portfolios for institutions and individuals at Ritholtz Wealth Management LLC.
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