Animal Spirits: High School Reunion

Today’s Animal Spirits is presented by Masterworks:

Go to to learn more about investing in the art market.

We discuss:

  • Are the roaring 20s already here?
  • Why are so many people ready to quit their job?
  • When do all of the people in big cities come back to the office?
  • What are the consequences of the baby bust?
  • The end of cash
  • Why are checks still a thing?
  • The difference between staking and yield farming
  • How knowledge changes markets
  • Robinhood is smaller than you think
  • The housing boom is global
  • Institutional home buyers are smaller than you think
  • Rents are starting to rise
  • Why private equity performance is so difficult to benchmark
  • Movie theaters are dying
  • What if the government wants to tax Roth IRAs?
  • Tales from my high school reunion and more

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Stories mentioned:

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