---

Today’s Animal Spirits is sponsored by Cullen Capital and YCharts:

This episode is sponsored by Cullen Capital. To learn more about DIVP, visit https://www.cullenfunds.com/US/A/ETF/DIVP/

Visit https://go.ycharts.com/animal-spirits get 20% off your initial YCharts Professional subscription

---

Animal Spirits:

On today’s show, we discuss:

• Fan Creation – Animal Spirits Recommendations

• The Coming Mega-IPO Flow & Funding Problem of 2026

• SpaceX not the behemoth everyone thought

• AI Disruption: Moats and Value Traps

• The Tax-Loss Machine: How Long-Short Took Over Wealth Management

• The ‘Vibecession’ Is Over. The ‘Permacession’ Is Here.

• AI eats the world

• Jeff Bezos: AI productivity gains could lead to labor shortages and deflation

• Mark Cuban ‘Sold’ Most Of His Bitcoin And Now Calls Memecoins ‘Garbage’ — What Changed The Billionaire’s Mind On Crypto?

• SEC Delays Plan Allowing for Crypto Versions of US Stocks

• Dad Books Are a Dying Breed

• The Ice-Cold Civil War Between Diet Coke and Coke Zero Drinkers

Charts:

Tweets/Bluesky:

Twitter tweet

Twitter tweet

Twitter tweet

Twitter tweet

Twitter tweet

Twitter tweet

Recommendations:

• Harrison Ford (Full Episode) | Where Everybody Knows Your Name

• Obsession

• The Mandalorian and Grogu

• Remarkably Bright Creatures

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.

Subscribe here:

• Apple

• Spotify

---