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Today’s Animal Spirits is sponsored by YCharts and Vanguard:

This episode is sponsored by YCharts. 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 only).

This episode is sponsored by Vanguard. Learn more about Vanguard bonds at https://vanguard.com/audio.

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Animal Spirits:

On today’s show, we discuss:

Animal Spirits Audience Survey (2026) – We want to hear from you!

• Is the AI Capex Bubble About to Burst? What 250 Years of Market History Tell Us.

• This is How the A.I. Debt Binge Sinks the Economy

• Think Six Months Ahead

• There’s more to growth than AI

• Americans Say They Feel Guilty About Spending Money on Fun

• The turbulent AI era is here. The choices we make now are critical.

• AI and Employment: So Far, So Good

• The Rise and Fall of Agent Civilizations

• Leopold Aschenbrenner — 2027 AGI, China/US super-intelligence race, & the return of history

• More Gen Zers are Buying Homes. But It’s a Trickle, Not a Flood.

• The Pay-to-Play Childhood

 

Charts:

Tweets/Bluesky:

Twitter tweet

Twitter tweet

Recommendations:

• We Got Company | Jerry Seinfeld

• The Last House

• Noah Kahan: Out of Body | Official Trailer | Netflix

• Jaws

• Lanterns

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

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

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• Spotify

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