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.