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Today’s Animal Spirits is sponsored by Nuveen and Janus Henderson Investors:

This episode is sponsored by Nuveen. Learn more at Nuveen.com

This episode is sponsored by Janus Henderson Investors. Learn more at https://www.janushenderson.com/

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Animal Spirits:

On today’s show, we discuss:

• In the shadows of giants

• Jack Dorsey Blamed AI for Block’s Massive Layoffs. Skeptics Aren’t Buying It.

• The 2026 Global Intelligence Crisis

• Marc Andreessen: The real AI boom hasn’t even started yet

• When Extraterrestrials Attacked the Stock Market

• Tech Has Never Caused a Job Apocalypse. Don’t Bet on It Now.

• How is H&R Block Still Doing 20 Million Tax Returns?

• In California, About the Only Way to Get a House Is to Inherit One

• Blackstone’s flagship private credit fund hit with wave of redemptions

• The Tax Nerd Who Bet His Life Savings Against DOGE

• WBD employees fear coming wave of job losses as Paramount tops Netflix’s bid to acquire company

• Loneliness Is for Cowards

Charts:

Tweets/Bluesky:

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Recommendations:

• Scream 7

• I Know What You Did Last Summer

• Mortal Kombat II

• Predator: Badlands

• Marty Supreme

• A Little History of the World by E.H. Gombrich

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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