← Animal Spirits
Episodes featuring Animal Spirits
7 episodes, newest first.
- Oct 6, 2026
Market breadth weakens as mega-cap technology keeps indexes afloatThe Compound and FriendsOct 6, 2026 - Sep 29, 2026AI spending tests Nvidia, markets and investor convictionThe Compound and FriendsSep 29, 2026
- Sep 22, 2026Investors debate AI breadth, bond yields and Buffett’s enduring edgeThe Compound and FriendsSep 22, 2026
- Sep 1, 2026Investors debate AI mania as software regains market leadershipThe Compound and FriendsSep 1, 2026
- Aug 25, 2026AI spending faces its hardest earnings test yetThe Compound and FriendsAug 25, 2026
- Aug 18, 2026Rising yields test markets as AI debt moves off balance sheetsThe Compound and FriendsAug 18, 2026
- Aug 11, 2026Investors debate bottoms, AI financing and private-credit riskThe Compound and FriendsAug 11, 2026