Animal Spirits Podcast

Are Higher Rates Worse Than ZIRP? (EP. 486)

Talk Your Book: Will AI Debt Cause a Recession?

Sudden Wealth Syndrome (EP. 485)

Talk Your Book: How Higher Rates Are Re-Shaping Commercial Real Estate

Will Higher Rates Kill the Stock Market? (EP. 484)

Talk Your Book: The Next Generation of Income Strategies

The Wobbly House of Cards (EP. 483)

Talk Your Book: Price Is the Ultimate Factor

How to Talk To Your Clients About Ray Dalio (EP. 482)

Talk Your Book: Why Aren't There More IPOs?

Everywhere Millionaires (EP. 481)

Talk Your Book: AI Winners & Losers

The Next Michael Burry (EP. 480)

The AI-driven economic landscape dominates the current market narrative, characterized by massive capital expenditures and intense speculation regarding a potential bubble. While some analysts fear a crash, others view current spending as a necessary foundation for future productivity gains, noting that corporate margi...

Talk Your Book: Cash Was Easy… Now What?

Are Free Markets Dead? (EP. 479)

Talk Your Book: The Alternative to Alternatives

The Best Bear Case on AI (EP. 478)

Talk Your Book: The Most Important Thing Nobody Owns

Depressed Day Traders (EP. 477)

Talk Your Book: Why Momentum Investing Works