|
Today’s Animal Spirits is brought to you by YCharts and Vanguard:
On today’s show, we discuss:
Animal Spirits Audience Survey (2026) – We want to hear from you!
-
- Is the AI Capex Bubble About to Burst? What 250 Years of Market History Tell Us.
- This is How the A.I. Debt Binge Sinks the Economy
- Think Six Months Ahead
- There’s more to growth than AI
- Americans Say They Feel Guilty About Spending Money on Fun
- The turbulent AI era is here. The choices we make now are critical.
- AI and Employment: So Far, So Good
- The Rise and Fall of Agent Civilizations
- Leopold Aschenbrenner — 2027 AGI, China/US super-intelligence race, & the return of history
- More Gen Zers are Buying Homes. But It’s a Trickle, Not a Flood.
- The Pay-to-Play Childhood
Listen here:
Charts:
Tweets/BlueSky:
Just a little M&A happening in the asset management space over the last few months. Have a feeling this is only the beginning… What others am i missing? pic.twitter.com/d0hUfKNahO
— James Seyffart (@JSeyff) August 26, 2026
If you could be guaranteed a 7% annual REAL return (inflation adjusted) on your investments every year-
Would you take it?
— Dividendology (@dividendology) August 23, 2026
Recommendations:
- We Got Company | Jerry Seinfeld
- The Last House
- Noah Kahan: Out of Body | Official Trailer | Netflix
- Jaws
- Lanterns
Follow us on Facebook, Instagram, and YouTube.
Check out our t-shirts, coffee mugs, and other swag here.
Subscribe here:
Nothing in this blog constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees.
The Compound, Inc., an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investing in speculative securities involves the risk of loss. Nothing on this website should be construed as, and may not be used in connection with, an offer to sell, or a solicitation of an offer to buy or hold, an interest in any security or investment product.
