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Today’s Animal Spirits is sponsored by Pacer ETFs:

This episode is sponsored by Pacer ETFs. Learn more at https://www.paceretfs.com/

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Animal Spirits:

On today’s show, we discuss:

• 10 Reasons To Be Bullish

• Samsung signals record chip profit ahead

• Returns to “Do-Nothing” Portfolios

• In San Francisco, Even $180,000 Tech Salaries Are No Longer Enough

• How to quit a quarter-trillion-dollar gambling habit

• Spotify deletes streams of chart-topping song after suspicious Kalshi bets

• Untruth Machines

• Software Markdowns at Mutual Funds Hint at Private Markets’ Pain

• Big investors commit billions to private credit despite turmoil

• Who Ultimately Pays Credit Card Interchange Fees?

• US Car Payments Hit a Record $777 a Month as Down Payments Drop

• Big Brewers Are Making an Outsize Bet on Tiny Cans of Beer

• Yum Brands sells Pizza Hut to private equity firm LongRange Capital and Yum China for $2.7 billion

Charts:

Tweets/Bluesky:

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Recommendations:

• The Drama

• Superbad

• Dazed and Confused

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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