The Next Michael Burry (EP. 480)
About this episode
The episode discusses various economic topics including AI debt, software stocks, and the housing market outlook for Gen Z.
On episode 480, Michael Batnick and Ben Carlson 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 one cares about dividends anymore, rising yields are a good thing, AI civilizations, Gen Z will be buying houses, Tom Cruise remakes and more. This episode is sponsored by YCharts and Vanguard. To learn more about YCharts Future Proof session and get 20% off your initial YCharts Professional subscription, visit https://go.ycharts.com/future-proof-2026 (new customers only). Learn more about Vanguard bonds at https://vanguard.com/audio. Please take our 2026 audience survey HERE Sign up for The Compound newsletter and never miss out: thecompoundnews.com/subscribe Follow Us On Social Media: Instagram: instagram.com/thecompoundnews Twitter: twitter.com/thecompoundnews…
People in this episode
Hosts: Michael Batnick, Ben Carlson
Topics covered
- AI debt binge
- economic outlook
- software stocks
- M&A deals
- dividends
- rising yields
- housing market
Keywords
- AI
- debt
- recession
- software stocks
- M&A
- dividends
- yields
- housing
- Gen Z
- economy
Sponsors
YCharts, Vanguard
More episodes of Animal Spirits Podcast
- Everywhere Millionaires (EP. 481)
- Talk Your Book: AI Winners & Losers
- Talk Your Book: Cash Was Easy… Now What?
- Are Free Markets Dead? (EP. 479)
- Talk Your Book: The Alternative to Alternatives
- The Best Bear Case on AI (EP. 478)
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