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

This episode is sponsored by Betterment Advisor Solutions. Learn more at https://betterment.com/advisors

This episode sponsored by Janus Henderson, Investing in a Brighter Future Together. Visit https://www.janushenderson.com/ for more information.

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Animal Spirits:

On today’s show, we discuss:

• The Bond Market’s Supply and Demand Problem

• Ray Dalio & The Power of Setting Defaults For Optimism

• Spotting Bubbles and Calling Tops

• Why Are Hedge Fund Managers Always Bearish?

• Predicting a Financial Crisis

• Market Returns During Ray Dalio’s 1937 Scenario

• Ray Dalio is Wrong – A Debt Heart Attack isn’t Coming

• We Must Pace the Frontier

• Sparkline Analytics: A New Lens

• Tether launches private credit fund in effort to boost stablecoin use

Live from Future Proof in Huntington Beach, CA:

Charts:

Tweets/Bluesky:

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Recommendations:

• Mayday

• Aliens

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

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