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Today’s Animal Spirits is sponsored by YCharts:

This episode is sponsored by YCharts. To get your copy of Top 10 Visuals, and receive 20% off your first YCharts Professional subscription through Animal Spirits. Visit https://go.ycharts.com/animal-spirits (Offer valid for new customers only.)

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Animal Spirits:

On today’s show, we discuss:

• A Bull Market in Nostalgia

• His Wedding Guests Were Arriving—Just as His $45 Billion Fund Was Falling Apart

• Inside the Meltdown of a Wunderkind’s A.I. Hedge Fund

• The 24-Year-Old AI Wiz Who Counts Jane Street as an Investor

• Balancing Innovation and Inflation in Portfolios

• Boaters Are Splurging to Make Fishing Yachts Run Like Supercars

• Here Comes the Next Wave of GLP-1s. They’ll Treat a Lot More Than Obesity.

• UBS helped trigger exodus from Blue Owl private credit fund

Charts:

Tweets/Bluesky:

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Recommendations:

• Obsession 

• House of the Dragon

• Masters of the Universe

• The Odyssey

• Shrinking

• The Men Who Would be King by Nicole Laporte

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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• Apple

• Spotify

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