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Today’s Animal Spirits is brought to you by Xtrackers by DWS:
On today’s show, we discuss:
- Exhibit A for Advice
- Emerging-Market Stock Valuations Sink Below Half of S&P 500’s
- Re-Rating Korea: A Structural Case
- Michael Burry bets against rally: ‘We are near a major top, and possible a 1987-type fall’
- Rich Man, Poor Man | Adam Carolla
- We Love Betting on Fallen Investing Stars
- Investors Clamor to Bet on AI Whiz Kid’s Fund After Situational Awareness Turmoil
- Young Men Who Trade Stocks Daily Feel Like Failures
- The Investors Whose SpaceX Shares Vanished Before They Could Cash In
- Bars Are Giving Up on Young People and Catering to Gen X Instead
- AIndicators Hint at Doubts in Credit Markets
- The Future is for Everyone
- The Wisdom of Crowds in Markets: Crowd Behavior in Prediction, Betting, and Stock Markets
- The Live Shopping App Where Some People Bid Until They’re Broke
- The Housing Recession is Over
Listen here:
Charts:
Tweets/BlueSky:
bbg consensus on rolling basis now surpassed 3T
basically every earnings call this thing goes up 500bln pic.twitter.com/MIvjljMRgY
— HyperscaleFarmer (@Data_Junkie_) August 11, 2026
New pod: WHY AMERICA IS SWITCHING FROM BOOZE TO WEED
Two unprecedented things have happened in the last 10 years.
1. Negative attitudes toward drinking have surged, coinciding with the largest decline in the share of Americans who drink since the 1930s.
2. Cannabis use has… pic.twitter.com/9FptReg9Cp
— Derek Thompson (@DKThomp) August 5, 2026
David O. Russell's "Madden" is skipping a nationwide theatrical release and will debut Nov. 18 on streaming via Prime Video.
A limited awards qualifying theatrical release is expected earlier in November.
Nicolas Cage stars as legendary American football coach and sports… pic.twitter.com/jCaXWkE2j8
— Variety (@Variety) August 6, 2026
Recommendations:
- The Return
- She Rides Shotgun
- Listening to Kenny G
- Lioness
- The Westies
- To Live and Die in L.A.
- Furious
- The Talented Mr. Ripley
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