Disney:
- Attendance at Disney parks is relatively flat, as there is a capacity limit for each park.
- Per capita guest spending at Disney has been growing rapidly, with significant increases in prices for hotels and other services.
Housing Market:
- Total value of the US housing market has surged by over $2.6 trillion in the past year.
- New construction has been driving this growth, as builders are trying to address the housing deficit.
- Home prices have remained strong due to factors such as employment stability and immigration.
Crypto Ownership:
- The claim that 20% of Americans own crypto may be exaggerated, and the actual number is likely lower.
- It's difficult to determine an accurate percentage of crypto ownership among the population.
Millennials and Debt:
- Millennials are getting older and are no longer young people living with their parents.
- Consumer debt to asset ratios for Americans under 40 are improving, indicating a better ability to pay off debts.
Cast Technology:
- Cast technology has improved significantly, with waterproof casts now available.
- Waterproof casts allow individuals to go in water without damaging the cast or causing discomfort.
- These casts also help reduce odor and can be wrapped in a towel when necessary.
Inflation Data:
- Core PCE inflation data has shown improvement over several months, with rates coming down closer to trend levels.
- There have been decreases in prices for certain goods like gas, airline tickets, used cars, bacon, orange juice, milk, and eggs.
Interest Rates and Housing Prices:
- Rising interest rates have led to drops in homebuilder stocks (XHB) and regional banks.
- Collateral Analytics suggests that new homes hitting the market have helped support housing prices despite higher interest rates.
Recession and Interest Rates:
- There is a growing concern about a potential recession due to the recent increase in interest rates.
- The behavior of bond yields, along with other economic factors, is causing uncertainty about the future direction of the economy.
- If there were to be a recession, it could lead to changes in consumer spending habits and impact various sectors of the economy.
US Financial System Update:
- According to a survey by Coinbase, a significant percentage of Americans believe that an update to the financial system is urgently needed.
- While this data may not represent the majority opinion, many individuals feel that the current financial system requires improvement.
Real Estate Market:
- Real estate prices have remained strong despite rising interest rates.
- The supply of new homes has helped support housing prices, while existing home sales have been affected by lower demand.
- Goldman Sachs reaffirms its outlook for US home prices, predicting modest growth over the next few years.
Consumer Behavior and Spending:
- Consumer behavior plays a crucial role in driving economic activity and market trends.
- People's willingness to spend can be influenced by factors such as employment stability, confidence in the financial system, and personal financial situations.
- Understanding consumer behavior is essential for analyzing market dynamics and making predictions about future trends.
Millennials and Technology:
- Millennials are getting older.
- Cast technology has improved.
Metaverse and Mark Zuckerberg:
- Mentioned the Mark Zuckerberg, Lex Friedman Metaverse video.
- They've figured some stuff out in the metaverse.
- The metaverse is still going to be a thing.
Preference for Phone Calls over Zoom:
- One speaker prefers phone calls over Zoom.
- Another speaker asks if they prefer zoom to a phone call.
- The first speaker confirms that they are a bigger phone call guy than zoom.
Changing Opinions on Dark Meat Chicken:
- One speaker mentions changing their mind on dark meat chicken.
- Growing up, they were strictly a white meat guy due to aesthetic reasons.
- Objectively, dark meat tastes better than white meat according to their taste buds.
The Size of Wagoneer Cars:
- One speaker mentions seeing a long Wagoneer car in a parking lot.
- Initially thought it was a special one-off vehicle, but then saw another one and realized it was real.
- Describes the length as being around 26 feet long and compares it to the size of a boat.
Pierce Brosnan's Nationality:
- One speaker mentions watching a movie called "The Foreigner" with Pierce Brosnan and Jackie Chan.
- Googled Pierce Brosnan's nationality and discovered he is Irish, which surprised them because they assumed he was British.
Movie Recommendations:
- Mentioned movies like "Mrs. Doubtfire," "The Big Chill," and "Creed."
- Expresses interest in watching "The Creator" despite mixed reviews.
- Discusses the Saw movie franchise and expresses surprise at positive reviews for Saw 10.
80s Movies:
- Discusses favorite movies from the 80s such as "Raiders of the Lost Ark" and "The Shining."
- Mentions that there aren't many high-quality movies from the 80s, but recommends "The Big Chill" as one of the better ones.
- Shares a list of other notable 80s movies like "Blade Runner," "Die Hard," and "Princess Bride."
Discussion on TV Shows:
- Mentions watching Yellowstone and expresses surprise at not seeing anyone talk about it.
- One speaker mentions that Kevin Costner left the show because it turned bad.
Acknowledgment to Producer Duncan:
- Thanks Duncan for producing the show.