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On today's show we discuss a crazy month in the stock market, Situational Awareness, leverage always gets you, the semiconductor crash, 60/40 will never die, the behavior gap lives...
On today's show we discuss the Treasury bond buybacks, Stanley Druckenmiller's op-ed, the real government debt risk, the most hated asset class in the world, why Bitcoin woke up, t...
Today’s Animal Spirits is brought to you by YCharts and Vanguard: This episode is sponsored by YCharts. To learn more and get 20% off your initial YCharts Professional subscription...
On today's show we discuss the AI debt binge, no recessions for the rest of the 2020s, Kevin Warsh thoughts on the economy, the dead cat bounce in software stocks, bull market M&am...
On today's show we discuss how bull market gains have changed the markets, AI is crowding everything else out, when the next financial crisis will hit, Ray Dalio keeps scaring inve...
On today's show we discuss new all-time highs in the stock market, AI is the only thing that matters, emerging markets are cheap, 1987 crash calls, things rich people and poor peop...
What if animals don’t just play, hunt, or solve problems but actually lose themselves in the task? Animal flow may challenge what we think we know about other ways of knowing.
On today's show we discuss hyperscalers vs. semiconductors, 10 reasons to be bearish, Nvidia is cheap, analysts are good at forecasting earnings, why small caps are booming, invest...
On today's show we discuss one of the greatest bull markets of all-time, falling valuations, why young people gamble, financial nihilism, the next recession, $3 trillion in money m...
Many of us react to market fluctuations like Mitty reacts to life: ready to take more risk when the market is doing well but rushing out when it's down.
"What is wild cannot be bought or sold, borrowed or copied. It is. Unmistakable, unforgettable, unshamable, elemental as earth and ice, water, fire and air, a quintessence, pure sp...
On today's show we discuss a good sign for the bull market, semiconductor stocks crashing, why valuations keep falling, everyone is bearish about bonds, South Korea traders, how bi...
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