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The Next Subprime (EP.52)

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Content provided by The Compound. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Compound or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

The housing market, homebuilder stocks, how much mortgage rates matter to the economy, what if there is no next subprime, how to think about inflation and your portfolio, the difficulty of owning bonds when inflation is rising, the Fed's thoughts on inverted yield curves, where chocolate milk comes from, asset location and much more.

Find complete shownotes on our blogs...

Ben Carlson’s A Wealth of Common Sense

Michael Batnick’s The Irrelevant Investor

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And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.

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622 episodes

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The Next Subprime (EP.52)

Animal Spirits Podcast

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Manage episode 223945628 series 2471316
Content provided by The Compound. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Compound or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

The housing market, homebuilder stocks, how much mortgage rates matter to the economy, what if there is no next subprime, how to think about inflation and your portfolio, the difficulty of owning bonds when inflation is rising, the Fed's thoughts on inverted yield curves, where chocolate milk comes from, asset location and much more.

Find complete shownotes on our blogs...

Ben Carlson’s A Wealth of Common Sense

Michael Batnick’s The Irrelevant Investor

Like us on Facebook

And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

622 episodes

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