Wednesday, September 2, 2026Ben CarlsonView original
On today's show we discuss the AI debt binge, no recessions for the rest of the 2020s, Kevin Warsh thoughts on the economy, the dead cat bounce in software stocks, bull market M&A deals, no once cares about dividends anymore, rising yields are a good thing, AI civilizations, Gen Z will be buying houses, Tom Cruise remakes and more.
The post Animal Spirits: The Next Michael Burry appeared first on A Wealth of Common S...
