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Ben Carlson & Michael Batnick: Animal Spirits: CEO Departures: Podcast

FYI: We discuss:

.What happens to stocks that experience and unexpected CEO departure?
.Finance arguments that will never end
.Pros and cons of banning share buybacks
.Why buybacks make for a convenient scapegoat
.Would it matter if they broke up Facebook?
.Elizabeth Warren’s plans to break up public companies
.Is Tesla a bellwether for risk appetite in the markets?
.Why China matters more to the movie business than the US now
.Does the Rock make movies specifically for a Chinese audience?
.How Rotten Tomatoes works
.Why are real estate commissions so high?
.Misunderstandings in the private equity markets
.Why is everyone so bearish?
.Watch what people do, not what they say
.Do politics really matter to the markets?
.What if paternity leave was mandatory (or available to more workers)?
.Could we ever get another Great Depression?
.Why it’s getting harder to raise money for hedge funds & much more

Regards,
Ted
https://awealthofcommonsense.com/2019/10/animal-spirits-ceo-departures/
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