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Today’s Animal Spirits is sponsored by Grayscale and ClearBridge:

This episode is sponsored by Grayscale. To learn more, visit https://www.grayscale.com/

Rising geopolitical tensions, continued market uncertainty, stocks backed by can offer more predictable cash flows as volatility increases. Visit https://www.clearbridge.com/ to learn more.

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Animal Spirits:

On today’s show, we discuss:

• Aswath Damodaran Says There’s No Place to Hide in Stocks

• When Market Pundits Cry Wolf

• Michael Burry Warns of Stock Crash as Tech Jump Echoes 2000 Peak

• AI is the New Netflix

• Inside the Mind of a Tech Investor with Gavin Baker

• So You Think You Own Shares in a Hot Startup? Anthropic Says Not So Fast.

• Blue Owl retail fundraising evaporates amid private credit concerns

Charts:

Tweets/Bluesky:

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Recommendations:

• Harrison Ford – Where Everybody Knows Your Name with Ted Danson and Woody Harrelson (sometimes)

• Marty, Life Is Short

• Half Man

Contact us at animalspirits@thecompoundnews.com with any feedback, recommendations, or questions.

Follow us on Facebook, Instagram, and YouTube.

Check out our t-shirts, coffee mugs, and other swag here.

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• Spotify

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