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Today’s Animal Spirits is brought to you by YCharts and Vanguard**:** #
On today’s show, we discuss: #
Now THIS is a Bull MarketGen Z Is Moving Money From Stocks to Sports Betting in Wealth PlansBetterment Retail Investor Survey 2026Wealth Management Has a $3 Trillion Problem: Investors Are Keeping Too Much CashLong TIPS Yield 3%. Time to Buy?The Dating Scene That’s Suddenly Dominated by Chip NerdsWhy Big Tech’s AI Spending Is $3 Trillion Higher Than It SeemsBosses Horrified as “AI Native” College Graduates Hit the WorkplaceRenting at Age 39? It’s a Perfectly Rational Financial ChoiceThe Father of the 401(k) Has a New Savings PlanA 401(k) Is the Best Retirement Plan, Despite Its Inventor’s DoubtsTo Understand the US Economy, Just Board an AirplaneThe Lakers’ Owner Needed Cash. Then Came a $12.5 Billion Offer to Buy the Team.America’s Mortgage King Lost $600 Million and Needed a Rescue
Listen here: #
Charts: #
Tweets/BlueSky: #
Global bond markets have caught on fire. The most notable spike in long-term yields is happening for the US and France, but at this point the rise in long-term yields is truly a global phenomenon. Reckless fiscal policy is catching up with governments…
[https://t.co/GRXneqxjUD][pic.twitter.com/WQ1wF8lRmW]— Robin Brooks (@robin_j_brooks)
[August 18, 2026]
What is true is that an individual trader, going up against pros will have a hard time outperforming the index. But unless you are managing other people’s money, I’ve never understood why this is a particularly important thing to care about.
— Joe Weisenthal (@TheStalwart)
[August 13, 2026]
If you look at the last 3 years of AI progress, technologists have largely been right about the (massive) increase in capabilities, and economists have largely been right about the economic impact. I don’t expect that to change.
Ricardian comparative advantage ftw!
— Alex Imas (@alexolegimas)
[August 14, 2026]
Wild, wild stuff: Filing to register 32 ETFs tied to each NHL franchise. Each ETF will invest in futures contracts tied to the CME FSPI index for the team concerned. The index measures 'cumulative team performance'. Example description shown.
[https://t.co/UWOOx5NX4L][pic.twitter.com/VAMeBxWVde]— Jeffrey Ptak (@syouth1)
[August 14, 2026]
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