Soft Landing (EP.269)

Animal Spirits Podcast

The Compound

Investing, Business News, News, Business

4.7 • 2.1K Ratings

🗓️ 10 August 2022

⏱️ 56 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this weeks show we discuss the stock market's ability to predict a recession, the hot labor market, wages vs. inflation, the prospect for a soft landing in the economy, Robinhood vs. Coinbase, volatility in the mortgage market, a bunch of movie recs 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

Transcript

Click on a timestamp to play from that location

0:00.0	Today's animal spirits is brought to you by Masterworks.
0:02.7	We all know 9% inflation isn't helping out with savings.
0:05.5	A lot of our investments are down.
0:07.1	Michael, I logged in today, checked out the returns
0:09.4	of my Masterworks portfolio.
0:11.1	I'm almost 13% on it.
0:13.2	Not bad.
0:14.6	It's kind of nice when something is actually outpacing inflation,
0:17.1	not falling 10 to 20%.
0:19.0	CEO, Scotland, came on our show a couple of years ago,
0:22.1	kind of opened our eyes to the art market and collectibles market.
0:25.3	I guess I had no idea how well real assets
0:27.3	would handle inflation to actually look through some,
0:29.1	because we looked at history we've never really done it before.
0:32.0	Not bad. If you want to join us over at Masterworks,
0:34.6	they said demand is soaring just as fast as inflation.
0:36.9	Wait, what the heck? How much is your portfolio up?
0:39.6	I got an IRR around 12.6%.
0:41.7	I'm 11.3.
0:42.9	Okay, I'm better art picker than you.
0:44.5	What can I say?
0:46.4	We've been partnering with you guys for years.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from The Compound, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of The Compound and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.