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Animal Spirits Podcast

Super Bullish (EP.195)

Animal Spirits Podcast

The Compound

Business News, News, Investing, Business

4.72.1K Ratings

🗓️ 17 March 2021

⏱️ 49 minutes

🧾️ Download transcript

Summary

On this week's show we talk about taking cash out of your house, the coming economic boom, why the Fed isn't printing as much money as you think, Beeple's $69 million NFT, why commodities aren't setting up for a supercycle, and 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 our friends at Y-charts the crack research team at Y-charts sentence

0:06.5

This really cool chart using their custom securities tool that we talked about a couple weeks ago and they took Disney

0:13.4

Which credit to me was maybe my best call ever on this podcast that Disney Plus was gonna be huge

0:18.9

So they broke down Disney's share price over the past looks like 18 months or so maybe a year

0:24.3

Then they broke the revenue out because they inputted it

0:26.7

So ESPN plus revenue Disney plus revenue Hulu revenue, which I think maybe a lot of people don't know unless they follow closely

0:33.2

That Hulu actually is part of Disney and then Disney parks and so of course

0:37.3

Parks revenue is down like 50 percent but ESPN plus is up 200 percent Disney plus is up

0:44.2

160 percent what's ESPN plus? That's pretty impressive growth. I mean, I'm sure it's still tiny

0:48.4

But still part of it is because you can bundle ESPN plus Disney plus and Hulu together for a cheaper price

0:54.8

They're going in on MMA, right? Yeah, and it's part of the fact that people are just cutting the cable

1:00.0

I think but this is a really cool chart. I might want to retract my credits here. Did you put $10,000 into Disney?

1:04.7

I bought shares for each of my kids not $10,000 worth I have money in Disney

1:10.3

Yes, I bought at the time so Disney passed a hundred plus million subscribers worldwide

1:16.0

I think they said Netflix CEO read Hastings didn't think it was possible that they could get 60 million in first year now

1:22.2

They've passed a hundred million obviously the pandemic is part of it

1:24.8

But this is a really cool chart. This custom securities will put a picture of this in our show notes just to show how it's broken out

1:30.8

It's a really cool tool you can play with go to Y charts someone just asked on Twitter today

1:34.9

How do I get my animal spirits discount from Y charts? There's no discount code necessary

1:40.1

Just go to them say your listener the show tell them that you've heard Michael's terrible movie takes before you got to

1:45.2

Go to Meta Mask link your wallet got to pay some gas fees transfer Ethereum. It's very simple

1:50.4

Yeah, go to Y charts. Just tell me animal spirits sent you they'll give you 20% off your initial subscription

...

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