The Next Michael Burry (EP. 480)

Podcast: Animal Spirits Podcast · The Compound

Opublikowano: 2026-09-02

On episode 480, ⁠⁠Michael Batnick⁠⁠ and ⁠⁠Ben Carlson⁠⁠ discuss: the AI debt binge, no recessions for the rest of the 2020s, Kevin Warsh thoughts on the economy, the dead cat bounce in software stocks, bull market M&A deals, no one cares about dividends anymore, rising yields are a good thing, AI civilizations, Gen Z will be buying houses, Tom Cruise remakes and more. This episode is sponsored by YCharts and Vanguard. To learn more about YCharts Future Proof session and get 20% off your initial YCharts Professional subscription, visit https://go.ycharts.com/future-proof-2026 (new customers on...