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Today’s Animal Spirits is brought to you by CME Group:
On today’s show, we discuss:
- Exhibit A for Advice
- Eye on The Market – Rear Window
- What Does a Bond Selloff Mean for American Consumers?
- There Are Four Forces Pressuring Bonds: War Is No. 1
- Rich Dad Poor Dad’ self-help author Robert Kiyosaki is $1.2 billion in debt: report
- Are Millennials Doomed in a Lower Return Environment?
- End of Golden Era for Investors Spells Troubles for Millennials
- The American Dream Is Alive. And It’s Minting Millionaires.
- Americans Without College Degrees Are Having One of the Best Job Markets in Years
- Has the A.I. Job Apocalypse Been Postponed?
- Stratechery – Write Things Down
- Older Americans Are Hoarding America’s Potential
- Are Older Americans Spoiling the Economy for Everyone Else?
Listen here:
Charts:
Tweets/BlueSky:
At the beginning of the year, the estimate for S&P 500 earnings growth in the second quarter was +14.9%. Now, the blended growth rate is +53% pic.twitter.com/virpLEGgNK
— Kevin Gordon (@KevRGordon) August 28, 2026
Good day for salmon fishing on Lake Michigan
This was a bull market haul pic.twitter.com/1BGVGfmf7q
— Ben Carlson (@awealthofcs) September 5, 2026
Recommendations:
- Silo
- Furious
- Stories I Only Tell My Friends: An Autobiography, Rob Lowe
- Backrooms
- Bad Lieutenant
- Your Friends & Neighbors
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