Animal Spirits Episode 52: The Next Subprime

On this week’s Animal Spirits with Michael & Ben we discuss:

  • What’s the next subprime?
  • How important is housing to the economy?
  • Housing stocks are getting crushed. What does it all mean?
  • What if mortgage rates keep rising?
  • How inflation impacts portfolio decisions.
  • Why owning bonds is difficult when inflation is rising.
  • The Fed’s take on an inverted yield curve.
  • The amount of interest the U.S. government pays on a daily basis.
  • Where does chocolate milk come from?
  • What jobs would we have if we didn’t work in finance?
  • Why do quants love the word ‘robust’ so much?
  • The importance of asset location and much more.

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