In this chart-filled excerpt from episode 153 of the Animal Spirits podcast, Michael and Ben discuss a listener's question about just owning the 5-10 biggest stocks, if knowledge of market history can be a hindrance for investors, internet stocks going wild, the Facebook ad boycott, and breaking up big tech.
Listen to the full podcast episode (link below) to hear Michael and Ben discuss growing worries about the economy, a double-dip depression, why the Fed may have to backstop the banks, shorting commercial real estate, the dominance of the biggest tech stocks, lower interest rates for a long time, what about Japan, inflationary scars and much more.
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