Animal Spirits: The Wobbly House of Cards
What if there is no AI crash?
The chart of the year
Why buy and hold is impossible
10 year return projections
Why did the Fed raise rates?
$30 billion for the Lakers?
The best 1980s movie & more
Animal Spirits: Everywhere Millionaires
The bull market in wealth
The next financial crisis
A buying opportunity in bonds?
AI is crowding out bonds & construction spending
The American Dream is still alive
Is college still worth the cost?
Animal Spirits: The Next Michael Burry
The AI story that's never going away
Everyone wants to call the AI crash
The S&P 493 bull case
Why hasn't AI destroyed jobs yet?
Do dividends still matter?
Will Gen Z buy a house?
Youth travel sports & more
Animal Spirits: Are Free Markets Dead?
Don't fight the bond market
Why I don't think there is a govt debt crisis (but there is a political crisis)
The most hated asset class in the world
How will this cycle end?
The rising risk of private market fraud
Jean-Claude Van Damme & more
animal spirits waking up in crypto for first time in years, opportunity to make life changing amounts of money on-chain if you are early to narratives
find your group of people as hungry as you to make it & get to work
Animal Spirits: The Best Bear Case on AI
This is one of the greatest bull markets of all-time
Every young generation struggles
Gambling vs. financial nihilism
Why is there $3 trillion sitting in cash?
The 401k has been a resounding success
Renting vs buying & more