On today's show we discuss the Degen Dow pain trade, the lack of euphoria, AI skepticism, long bear markets, Michael Burry's crash calls, the great stuff transfer, the Bitcoin crash, first-time homebuyers, Blue Owl and much more.
On today's Talk Your Book we spoke with Micheal Arone from State Street about government spending, bailouts, SPY, stock market concentration, the AI bubble and much more.
Today's Animal Spirits is brought to you by Xtrackers by DWS: Today's show is brought to you by Xtrackers by DWS. Find out more at On today's show, we discuss: Audience Survey Peter Thiel: Capitalism Isn't Working for Young People The Benefits of . ...