FYI: On this week’s Animal Spirits with Michael & Ben we discuss:
.The new Howard Marks book.
.Do super-investors like Marks & Buffett actually do more harm than good?
.The humble beginnings of the first Vanguard index fund.
.How to call a market top without calling a market top.
.How SoftBank’s vision fund will impact the VC world.
.A handful of different asset allocation models.
.The Permanent Portfolio mutual fund.
.Are we wrong to be an anti-survey podcast?
.The fraud of the week and how to spot a Ponzi scheme.
.Will profit margins ever mean revert again?
.Can you wait to buy the dip in housing prices?
.Tom Cruise with a swing and a miss.
Regards,
Ted
https://awealthofcommonsense.com/2018/10/animal-spirits-episode-49-buy-the-housing-dip/
