Something Has to Break (EP.310)

25:35Some casinos are cutting back on the number of tables and raising minimum. So they're talking about how they're raising minimum bets to like$25 and$50 a table or a hand. When I was in Vegas, I don't think the casino I was at had tables under$25. So blackjack inflation, yeah. The first time I ever played blackjack, and I like the dealer taught me you know how if you go on a cruise I don't know if you've been a cruise before no they have a casino on the cruise I was 18 years old and in international waters you could gamble at 18 before it was 21 and it was two dollars and 50 cents a hand which is just and it was great so I would go there with 20 dollars and play play all night it's so they they also said blackjack when you get a blackjack historically paid out three to two and now it pays out six to five so instead of winning 15 for every 10 dollar bet you win 12 for$10 bet.

26:22So this is so weird. This is like, this is like chipflation. You know, when, when you get a bag of chips and they just, they just keep putting more, more and more air in the bag and less chips. Um, so when I was at one of the tables, I said, Hey, wait a minute. Why am I, why am I not getting three to two? And she explained that they don't, this is not a three to two table. And I was like, not a three to two table. Are there other tables that are three to two? I didn't know that they could change these things. She goes, yeah, right over there. So I like, well, what am I doing here? I didn't know that they could actually, I thought that was like written in stone.

26:54And so they've, they've, they're, the number of tables are down 19 % from a decade ago. So people, I haven't, I've, I haven't played blackjack a ton lately. The only time I ever do it is sometimes when I I'm with you, we occasionally find a casino, but this is one of those things. I have no record to prove this, but I I'm, I'm way up in my career at blackjack and you just following the blackjack card, you know, when to stay, when to hit all these things. I have a positive. I have a positive lifetime earnings in blackjack for sure. You don't think you do? I've never, I know I don't. I've never lost big.

27:31I've never won big. But no, there's no way I'm off. I mean, I had one Vegas night where I was playing two hands at once after I was a little over-served and got wiped out. But I, for the most part, I walk out of there with a big smile on my face and some money. So I'm not going back, though, if it's going to be six to five. All right, good one from Political. Historic low-income games, fueled by worker shortages. The lowest tiers of earners, people making an average of$12.50 an hour, saw their pay grow nearly 6 % from 2020 to 2022, even after factoring in inflation. They're saying that's significantly bigger than the low-wage workers got, even during the entire administration of Barack Obama following the Great Recession.

28:10numbers particularly striking when compared to the 3.9 % raise the same cohort found from 2019 to 2017. If you look at this chart here, it's showing the 10th percentile, which is the lowest 10, versus the 50th percentile and the 90th percentile. The bottom 10 % have seen the biggest after-inflation gains from 2020 to 2022. And people at the top are actually seeing their wages fall after inflation, the top 10%. So the bottom 10 % has seen their wages rise 6 % above inflation. the top 10 % has seen them fall 5%. I feel like we've been talking about this all year. This is another thing that is just mind-boggling to, if you were an economist or you taught economics in school, I got, not to brag, I got economics minor in college, not a major, a minor, and I feel like everything that happens in the real world has nothing to do with my textbooks that I learned.

29:02None of it squares at all. But here's the thing. This is Powell. This is Powell said this in this piece. To be clear, strong wage growth is a good thing, but for wage growth to be sustainable, it needs to be consistent with 2 % inflation. I feel like that sounds intelligent until you realize, like, guess what? The wage growth can't or won't happen if we don't have higher inflation, right? The higher inflation, I think, led to the higher wage growth for low-income people, which seems counterintuitive but true. Anyway, another sort of mind-bender to me that this actually happened. All right, did you read this read-inflation piece from Wall Street Journal?

29:37I did not. This was pretty good. A couple of good stats in here. They're saying greedflation is actually good. And this is... Good for who? This for the economy... Greedflation, for lack of a better word, is good? There you go. Good one. That's a Photoshop with you on Gordon Gekko. But Duncan, you got to put the hair on him. Average earnings per share fall 1.4 % year over year, but people thought the expectations were 5.9 % drop. The stocks, Europe, 600. earnings per share were forecast to grow at 2.1 % instead of jumped 18%. Holy moly. Yes. So here's why they're saying this is a good thing, that corporate profits continue to be high.

30:17One-third of the growth in prices in the U.S. from 2020 to 2022 can be explained by higher corporate profits and only half by higher wages. Historically, including in the oil crises of the 70s, capital accounted for around a tenth and labor for almost two-thirds. So they're saying, look at this chart here. It shows the growth in prices by compensation and by profits. And so the fact that profits is such a big part of this actually means this is not the 70s. We're not having this wage price spiral. So it's going to corporations, but that's actually a good thing because that means that inflation is probably not here to stay.

30:54Does that make sense? Yes. That's a good chart. So this also says, here's the kicker. Inflation may be higher as a result of corporations flexing their pricing muscle, but it is probably also the reason why the recession everyone expects always seems to be six months away. Basically, people keep spending is kind of what they're saying. And this is not what was happening in the 1970s. So that's the whole point is this is not the 1970s. This is why it always comes back to the labor market. As long as people have a job, they're going to keep spending. Yes. Right? And of course, like, yeah, the banks and the credit stuff, like, not that it doesn't matter.

31:30Of course it does. Everything matters. But the labor market is a big one. Yeah, but this chart is, if you're a policy wonk, it's kind of interesting. So last year, we spoke a lot about shipping costs and all the way up, all the way down. Up 836%, down 85%. It looks like Zoom share price. That's an incredible round trip. Yeah. Apollo, key supply chain indicators are now fully back at 2019 levels. So they have a bunch of charts in here putting down pressure on inflation. If inflation re-accelerates, where is it going to come from? The housing market, consumer spending, I don't know. Because wage growth is already slowing as well.

32:14I think it's just consumers continuing to spend down that excess savings. All right, well, mortgage rates. Are we ready to take layoffs out of here and bring it back when the recession starts? That's a good point. Layoffs, the layoffs. You know what? I'm not ready to retire just yet. I feel like it's been dormant for a while, which is a good thing. I think we should have, I think we should have, you talked about, we talked about rules-based investing at the beginning. We should have rules-based Google Doc stuff here. If we haven't mentioned it in a month, it's gone. I'm not ready. I'm sorry. Okay.

32:46uh the average 30 year is now i think the last time i saw was 7.14 percent highest of the year i can't and the spread between treasuries keeps growing because treasuries are not growing this much the it's a mortgage so yeah this mortgage news daily has a daily rate and it was above seven percent which is just insane okay what's this buy versus rent thing look at this chart the mortgage this is from nick garely one on twitter mortgage rates back to seven percent meaning that the cost to buy a house in america is now approaching twenty seven hundred twenty seven hundred dollars a month when including mortgage tax insurance and maintenance meanwhile cost rent is 1850 biggest gap we've ever seen something has to break i continue to not like does something have to break i mean this chart is this chart is wild i'm just asking No, obviously it doesn't because rates have gone from 3 % to 7%.

33:42Prices have gone up 50 % and it hasn't broken yet. Yeah, that's a good point. I feel like if something was going to break, it's a structural thing. There's too much demand. There's too many millennials. And I do think that if rates stayed above 7 % for the next two years or something, yeah, prices would continue to come down and activity would be slow and the housing market would essentially be broken, but not break like prices falling 30%. Well, but this has had an impact on home purchase applications. You see the next chart? Yes. Which makes sense. Yeah, so rates go down, activity picks up, rates go up, activity falls.

34:20That's how it's going to be. So Redfin has their home housing payments, and it shows by year, 2020, 2021, 2022, and 2023, based on the median home price and the prevailing mortgage rates, what the housing payment is. This is bananas. My God. In 2020, the average was less than$1 ,500 at this time. Now it's$2 ,600, and that's at 6.6 % rates. It's going to be higher. I just, I don't know. I really do feel for anyone who's in the market for a house right now because this is just, it's the worst of all worlds. Yeah, I mean, homebuyers are now getting a real deal. Yeah. Not fair. Life's not fair. Okay, U.S.

35:11home prices were 0.7%, the smallest 12-month increase since 2012. But we're seeing declines in Seattle down 12%, San Francisco down 11%, Vegas and Portland down 5%. It's like not enough, though. All right, so this is good. At least... I don't know. LA, if you've been waiting for a house in LA for a while and prices rose 40%, now they're down three, do you feel better? I mean, right? You need prices to fall 30 % to feel better about this, not three. Well, how about this? So Zillow's forecast model, this is from Lance Lambert's, Lance Lambert, excuse me. Zillow's forecast model predicts rising home prices between April 2023 and April 2024 and 390 of the nation's 400 largest housing markets.

36:02Well, that's not great. And of course, this is just a prediction, but my God. Look at this one. Chase Emerson tweeted this out. Toll Brothers actually raised home prices by an average of$25 ,000 per house over the past quarter. They're also raising their guidance for gross margins, new home deliveries, and new home prices for the rest of the year. I think home builders realize now that like, oh, we're the only game in town here. And they're actually raising, there's a builder by me who just keeps raising prices. Like we, you know, you get the Zillow alerts and there's a subdivision that I watch, like new phase of houses going up.

36:35And the prices over the last year are probably up, I don't know, 15 to 20%. Stock is up 37%. On the call last week, an analyst from UBI said, have you seen any impact of demand thus far? And if rates sort of stay at 7%, would you expect incentive activity and cancellation rates to pick back up again for the industry? And the CEO of Toll Brothers said, we have not seen any drop in activity over the last few weeks. All right. So I have a new. If you build it, they will come. I think it's the only game in town right now. I'll say, OK, so you had your house that we were watching on your block for what, five months or something that finally sold?

37:14At least, yeah. You said it was like an insanely, we have one that went up on my block. It's a for sale by owner, and it's probably$250 ,000 over what it should be going for. And so this is my new Ben's housing market watch to see what this actually goes for. It's an insane price. How big a house? It's like a close to, what did we say mansion was? 5 ,000 square feet? It's close to that. It's a big house. but it's, yeah, it's still way too high of a price for West Michigan. 1.4? I think it was 1.1. That's way too high of a price for Grand Rapids and Michigan. Right. We shall see. Wow, look at this chart.

37:59Alex Thomas tweeted, Ouch. One in every five flipped homes was sold at a loss in the first quarter of 2023. Holy moly. I feel like that's the way it should be, though. Like flipping a house. I don't know. Remember all the, did you ever get into those house flipping shows on TLC? No. Like I remember getting into those like 06, 07. These, they would come in and cut corners. And I don't know. The whole house flipping thing to me is, is never really made sense. Like I wouldn't want to buy a house that got flipped. However, Ben, the other day, so I've said this before, but I am not a, I am not a scroller of TV.

38:41I don't think most people are anymore, right? Who scrolls? I watch what I watch. I don't flip through. You know the worst scrolling experience ever in a hotel? It takes like six seconds to change every channel. We were trying to scroll in a hotel. Yeah, you're right. How come Mario Lopez is the default? Every hotel in America. Every time you turn on a TV at a hotel, you see Mario Lopez telling you what shows to watch. I mean, how do you get that gig? And how come every TV in a hotel is an LG? The only time you ever see LG TVs in a hotel. So anyway, so I was scrolling. It must have been at the hotel.

39:21And Pawn Stars is still kicking. I used to love that show. I mean, who didn't? But it's been like, what is it, year 20 at this point? What are these? How is that still interesting? I never got into that one. Never? All right. Personal finance. Let's get into this. Yeah. So we had Ramit Sethi in Animal Spirits a couple weeks ago. and we put it out on YouTube, and then Nicole, our social media manager, put it out on the compound feed, and I asked Ramit a question. I said, I've seen these studies that say if you teach personal finance to high school students or to anyone, it doesn't really stick, or it only just makes them more overconfident.

39:59It doesn't actually help their financial habits. And so I always thought, like, that doesn't make any sense to me. Like, we should be teaching personal finance to people. And I asked Ramit about this, and he said, no, I actually don't think we should. And I actually thought he made some valid points. I didn't agree with everything. His points were basically how are we going to decide on who teaches what, and do teachers in America really have the ability to teach this anyway, and most people don't need to learn about this stuff until they actually have to experience it. And it's going to go right over their head, in one ear, out the other.

40:35and holy cow do people have strong opinions on this. I was surprised about this. This video got a million views and people were commenting up and down my Twitter because I was tagged on this. You don't ever check your Twitter mentions anymore. And a lot of people were teachers saying, listen, I teach this. We had students chiming in and saying, I learned from this teacher. And so people had very strong opinions about this, which I was surprised about. I did look at some of the things and people were like super nasty. There were some nasty comments. I don't know. I didn't think what he said was that offensive.

41:08You're allowed to disagree with somebody. I didn't think it was that offensive. There was people who took, I think it was teachers took a lot of offense. But I think you can say, like, I'm a teacher who knows how to do this and I stand out. And that's my point is that, but to his point, there's probably not enough teachers that have the ability to teach this. But I don't think we should not try, though. I haven't thought about, I haven't spent a lot of time thinking about should personal finance be taught in school? So maybe you don't like my take. that's fine too. Please don't clown emoji me.

41:35Although if you want, I guess you can. So here's my take. I used to be of the opinion that what do kids learn? Wow, this is about sound bad. I was a really bad student. This might surprise you that I have attention issues. So I did not retain much of what I was taught in school. And so I don't know that teaching personal finance would really do anything? Would it sink in? That was my take. And then I was like, but wait a minute. But just because I was a horrible student doesn't mean that a lot of other people can't benefit from being taught the basics of personal finance. Furthermore, we teach biology and chemistry and shit that you will never, ever, ever use ever again.

42:22And so if you teach personal finance and only 10 % of students take something away from it, well that's that's great so that's my thinking too if so like why not why not teach it yes why not teach it yeah we teach people about taxes and budgeting and stuff and 90 of the people it goes in one ear not the other but 10 it's like oh i'm thinking about this stuff and i remember it permeates that's i went i had to read where the red fern grows in a tale of two cities and refer grows i know point taken point taken dante's inferno all this stuff that was useless to me that I think if, again, if 10 % of students latch onto this and like are more thoughtful about it when they, oh yeah, that's right.

43:01And maybe I should look into this more. I think that's a win. One of the points that he made that I thought was sort of, was reasonable was a lot of people don't even, we can't even agree on the basics of personal finance. True. We can't agree on the basics of a lot of stuff we teach. I think that's a reason to not try. But I don't, yeah, I don't, the vitriol with which he got some comments. I thought people – That was a bit over the top, I thought. Okay. Speaking of my lack of attention to detail, I was looking for straws. I'm like, Robin goes, give me a straw. So we have like a pantry. I'm like, I don't know where they are.

43:37And she had a great line. She said, if you knew where they were, then you know where they'd be. I was like, well, yeah, but I don't know where they are. She kind of got you there. I was in Target the other day, and I feel like the electronic section in Target keeps getting smaller and smaller, as it should. I can't imagine that their electronic appliances are doing that well. But they still sell DVDs, and I saw Cocaine Bear. I saw Cocaine Bear. And I can't imagine – I really, really, really can't imagine the person that would purchase a Cocaine Bear DVD. And then put it in their little stand next to the TV to show it off?

44:16Yeah. Where is this one going to go? What is this, 2002? I can't remember what book it was. I was reading one of the books on the streaming war, and DVD sales are one of the reasons that we have such crappy movies now because even if a film bombed at the box office back in the day, most of the time they could actually count on DVD sales to make up for it. And the margins on DVD sales were enormous, and that's one of the reasons that we don't have such good movies anymore because they have to go for the sure thing. You can't put out a comedy anymore that's going to make$20 million at the box office.

44:48And then$100 million on DVD sales or whatever, because that doesn't happen anymore. Yeah. All right. We spoke about Netflix briefly last week in terms of their transition to disallowing sharing and ads. And Beth Kinding tweeted, Netflix revealed 5 million ad-tier subscribers last week per Reuters at$7 a month. That's already at a$100 million quarterly run rate and will monetize at a higher rate than other plans, potentially boost in the bottom line. in the stock had a hell of a week based on that. So as a shareholder, I like that. What's that? Okay. You like saying that about Netflix. As a shareholder?

45:27Yes. Just facts. What's the meme of the guy? He's standing on the porch looking down on people in his English attire. Although I do stand by my comment the other day. So Warner Brothers looks disgusting. Paramount looks disgusting. And Disney, I mean, maybe it is a value trap. So I also own Disney. I might have to take the L on Disney because I was doing a victory lap for a while because I said Disney Plus is going to be huge. And they broke through any of the highest expectations you could imagine for a number of subscribers. And it did nothing for them because they didn't charge enough. Technically, the stock looks like a mess.

46:09And if it breaks its recent support, I know this is whatever it could go a lot lower so I'm not sure I mean I probably should sell but this wasn't a trade for me but I don't know the business is a challenge and it might just be a value trap so alright here's something I was wrong about in the past week or so the first time I went to go log on to HBO Max like 10 days ago and it said okay you have to now download the Max app from HBO Max and it automatically downloaded does it sync to your because I haven't done it yet does it sync to your It automatically did, yes. But it was so glitchy, and the picture looked bad, and it was stopping.

46:46And I can't believe that on Sunday night, the succession finale didn't go out because people watching. I was shocked that it didn't go out, which we're going to get to. They bungled the shit out of this. Ben Gilbert tweeted the slow descent into madness, and it's four pictures. HBO Go, HBO Now, HBO Max, Max. Why would they kill the name HBO? I don't know why they just don't call it HBO. It is bizarre to me. All right, good one from the Compound Survey Channel. Which is weird to do by yourself? Go to a movie, go to a sporting event. Almost 2 ,000 voters. 74 % said go to a sporting event. Kind of agree.

47:21Did you get any weird looks? You're sitting at the heat game by yourself? None. But no, I agree with that. It's way weirder to go to a sporting event alone. All right, quick feedback from the pod today and Michael's complaints about the ticket site that shall not be named. Oh man, we had so many people jumping on your side of the ship for this thing. Like, I can't stand this. Last year, I posted tickets to a concert on various ticket resale sites that sold on a competitor. And I failed to bring my post down in enough time as a buyer purchased them from the ticket company who shall not be named, maybe an hour or two after I had sold them via SeatGeek or something.

47:57So the ticket company who shall not be named said I had failed to hold up my end of the bargain and charged me the amount the buyer paid for my tickets as a penalty for not selling my ticket. After listening to Michael's story on the heat tickets. And based upon my experience, are we now to believe that the ticket provider who shall not be named would not refund Michael and yet still penalize the seller for not completing the sale? So they did to this guy what you wanted them to do to you last week. Yeah, which thereby means that they collect double the amount of the sale for a sale that did not occur.

48:26Essentially, a seller lists tickets for$100, buyer pays$100, seller does not complete the sale, seller is penalized$100, and buyer is not given a refund. I would go to my credit card company immediately and tell them to void that transaction. That's crap. Yeah. So this is timely. Wall Street Journal wrote an article about Taylor Swift. Nine days before she was scheduled to take her 17-year-old daughter to see Taylor Swift in concert in Philadelphia, Janine Travia realized that the pair of nosebleed tickets for which she paid a total of$1 ,000 were canceled. StubHub, the resale site where she had purchased tickets after failing to score face value seats on Ticketmaster told her via email that she was entitled to alternative comparable tickets, but there were none left anywhere near the price she had paid originally.

49:11After days of refreshing the site and desperately asking around parent groups at one point, offering her best friend $1 ,000 for her ticket, she sprung for two floor tickets totaling$5 ,500. StubHub later refunded Travia about$4 ,500 toward the difference in price. Oh, good for them. Okay. But this Taylor Swift stuff is nuts. So dollar sales for Taylor Swift's tour this year are seven times out of Bruce Springsteen, eight times Morgan Whalen, who I don't know who that is. And Coldplay, nine times Adele. I am definitely middle-aged because I don't know who that person is. And Beyonce. You don't know who Adele is?

49:44No, I know Adele. I don't know Morgan Whalen. Oh, okay. And 13 times what this year's Super Bowl did, according to StubHub. Okay. But this is kind of nuts. So StubHub said 70 % of orders for Taylor Swift tickets on its platform are fan sellers, as opposed to professional ticket brokers, double what it normally sees. And this is sending all sorts of glitches, as you can imagine. So my daughter, my nine-year-old, is a huge Taylor Swift fan. And I was always kind of like, eh, it's the new music stuff. She listens to Taylor Swift all the time. And I've totally come around. Her music is good. That's not making a big leap there.

50:20But it would have been nice to see her be like, I'm not selling my tickets for any more than$50 a ticket or something like that. Just put a ceiling on it and don't allow resales or something. I don't know. No, this kind of, the prices of the tickets to me is kind of gross. I don't like it. Here's this, the coup de grace. StubHub's penalties for sellers not delivering tickets range by the degree of error and end result for the buyer. The company can charge the seller what it costs to replace the ticket. In many cases, more than five times the seller's originally listed price. So this article from the Wall Street Journal corroborates my experience, so it's not very kind.

50:59All right, another poll. You eat alone at a restaurant and they add 20 % gratuity to the bill. Fair or not fair? And 87 % said not okay. So somebody emailed us. This also makes sense to me. We had a lot of people say this. They said, I think they auto add the 18 % to 20 % tip in most places here because it is tourist heavy and international tourists don't typically tip. And if they do, it is under 10%. So the restaurants auto add it to satisfy the staff. A lot of people said it was a Miami thing. I would just like to see a sign. Tip automatically added. I'd like to give a heads up. Yeah, that's okay.

51:30I get it. We know that you go line by line on every bill because the price of the tequila. You have to look. Oh, no, I don't. We were at the bar in Florida getting a nice Miami Vice for lunch, and you saw Kase Azul, and you said, hey, how much for Kase Azul? I'm just curious. You've now price checked everywhere we're going. Wouldn't you say$60 after taxes? Yeah, that's a lot. And you said$87 or whatever you paid in Chicago,$86. And she said, that's crazy. Yeah. But$60, that's fair. Okay, recommendations. What do you got, Ben? All right. I did watch, I was having a hard time finding a movie on Delta on my flight home last week and I got sucked into A Few Good Men.

52:10I haven't watched it in forever. Ah, so good. One of the, is, I think the scene with Cruise and Nicholson at the end is one of the best scenes in movie history. And everyone remembers the Jack line, obviously, but Cruise, toe to toe the whole time when he's yelling back at him, just, I got, I was watching it on the, I got chills watching it on my flight on a little six-inch screen. Do your recommendations now because I want to talk about two finales and give a spoiler alert. So you go ahead. Once again, I'm dry because I've just been watching basketball and Succession. I noticed... You see this...

52:48He's the poor man's Liam Neeson. You see this... My brain's broken. What is this called? An advertisement, I guess? But what is it actually called? A movie poster? I don't know. It's a movie poster. There you go. Gerard Butler is in Kandahar. And this is the tagline. 400 miles, 30 hours, a race for survival. I am automatically in. I'm sorry. This is going to be terrible. I gave up on the, it was like White House Down or something where he's protecting the, he's a Secret Service guy. Terrific movie. That was my last Gerard Butler. I'm sorry. I've got a soft spot in my heart for this guy. I know.

53:24All right. All right. We're talking about succession. We're not going to talk a lot, but let's do a spoiler alert here. Duncan put it up. Way to beat. Way to beat. So if you don't want to hear our thoughts in succession, you haven't seen it yet. But honestly, if you haven't seen it yet, what are you doing? All right. I liked the finale. I loved the last season. I thought the show was, it's on my Mount Rushmore definitively. I actually thought the second to last episode, and I hate when people call it penultimate. But I just, it's such a, every TV person, the penultimate episode of Succession, I can't do it.

54:00It's the Winnie the Pooh meme. Second to last, I thought that was better than the finale. But I didn't, like, guess how it was going to end because I didn't care, really. But I liked how they ended it, and I thought it fit with the show. And it's the best written, best acted show I've ever seen. And the craziest thing is, is none of the characters were likable. And they still made you care about the show, which I think is just like Breaking Bad, you liked some of the characters. Sopranos, you loved a lot of the characters. The Wire, you loved a lot of the characters. Mad Men, you loved a lot of the characters.

54:34You didn't love any of these characters, really. And you still - Well, what you mean is, no, you love the characters, but you weren't rooting for any of them. They're all terrible people. They were terrible people, but they took turns being the most deplorable. And you still wanted to know what was going to happen to them. And I thought that – I actually thought the way that they did it – and did you listen to the last five minutes after the show where the creator talked about like he kind of explained where everyone ended up and why they ended up? And I thought that was worth the Jesse Armstrong guy listening to.

55:03But I just thought Tom taking the seat of the throne was – I don't know. I thought it was perfect. I liked it. Plus, Tom is from the Midwest. So he elbowed his way in and pushed the coastal elites out of the way. I had two thoughts. the show could not have gone on without Logan. No, I thought it definitely sputtered there for a couple episodes mid-season. And it finished wrong, but yeah, killing him off early was like a really good idea. But yeah, you're right, it couldn't have gone on. Actually, three thoughts. I thought Kendall was going to kill himself at the end of the vote. I thought he was going to die too.

55:43And then lastly, the only thing that I didn't like, and I like Skarsgård a lot as an actor, I just didn't buy his character like I just didn't think it was effective I think it just didn't work for me but it's a nitpick I guess they probably took the kooky tech billionaire thing a little too far I think that guy's a fantastic actor though I think he's really good I just didn't like his character especially on the second to last the funeral episode I thought the speeches the acting was just phenomenal anyway I am bone dry should I revisit Barry because I've got no shows Okay, so the Barry finale was also this weekend.

56:20I can't believe they did two finales on Memorial Day weekend. Is it worth me? I left the show with a smile on my face and not in the way you'd think. So it was very, I said it got very dark. I think you should watch it. Okay, okay. I think you could even watch the last two episodes if you didn't want to watch the whole thing. No, I'm not doing that. Okay, so watch it. I'll watch it. And the end of the show made me laugh, like in a dark, dark way. but like the last 10 minutes of the show after it was done, my wife and I turned to each other and we just said, what a weird, weird show. It's unlike anything we've ever watched.

56:54And so I didn't come away being like, that show was great. But I came away going, I've never seen a show like that before. And the ending made me laugh. All right, all right, say no more. I think it's worth revisiting for you. All right, animalspiritspod.gmail.com. Thank you very much for listening and we'll see you next time.

57:17Could be better.