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Animal Spirits: Most Stocks Suck
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The Compound Podcasts:
On today’s show, we discuss:
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American Homes Are Shrinking. Why Are They Still So Unaffordable?
Private equity founder warns retail investors risk being saddled with worst assets
Weekend reading: You will probably die old. That's a good thing.
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Tweets:
Today 87% of US companies with >$100M in revenue are private, while 13% are public. The growth of private market investing over the years (source: Morgan Stanley research):
— Jeff Richards (@jrichlive)
2:10 PM • May 26, 2025
JUST IN 🚨: Japan's 40-year bond yield hits 3.63, an all-time high 👀
— Barchart (@Barchart)
1:56 AM • May 22, 2025
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