The Best Bear Case on AI (EP. 478)

Podcast: Animal Spirits Podcast · The Compound

Opublikowano: 2026-08-19

On episode 478, ⁠⁠Michael Batnick⁠⁠ and ⁠⁠Ben Carlson⁠⁠ 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 markets, when bond yields compete with stocks, debating AI outcomes, NHL ETFs, renting vs. buying, rich sports owners in trouble, breaking even at the blackjack table and more. This episode is sponsored by YCharts and Vanguard. To start a free trial and get 20% off your initial YCharts Professional subscription (new customers only) visit: https://go.ycharts.com/animal-spirits To learn more about Vanguard bonds...