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Animal Spirits: It’s a Bloodbath
Posted October 21, 2026 by nelson Today’s Animal Spirits is brought to you by WisdomTree: On today’s show, we discuss:...
AI Might Not Kill Software, But It Could Do Something Worse
In our last issue, I explained why I don’t think AI is going to wipe out the software industry any...
Talk Your Book: The Case for Value and Momentum
Posted October 19, 2026 by Ben Carlson Today’s Talk Your Book is brought to you by Victory Capital: To learn...
Software Isn’t Dead Yet – Banyan Hill Publishing
At the beginning of 2026, Wall Street decided that artificial intelligence was going to kill the software industry. And investors...
What’s the Right Level of Interest Rates For the Economy?
Edward Chancellor’s The Price of Time provides a wonderful explanation of the importance of interest rates in a functioning economic...
Chart of the Week: The AI Boom’s Surprising New Divide
There’s a strange divide opening up in the AI economy. As I wrote about in our last issue, it seems...
Animal Spirits: Are Higher Rates Worse Than ZIRP?
Today’s Animal Spirits is brought to you by ProShares and Janus Henderson: On today’s show, we discuss: Listen here: Charts:...
Take the Meat of the Move
I had to learn this the hard way. And I believe it’s one of the most important lessons anyone can...
Talk Your Book: Will AI Debt Cause a Recession?
Today’s Talk Your Book is brought to you by JP Morgan: On today’s show, we discuss: JSOSX as a benchmark...
Why I ONLY Go Long Now
Yesterday, a well-known short seller posted this on his X account… “That’s it, it’s over. Wiring everything out. […] It’s...
The Winners & Losers of Higher Interest Rates
The economy is a weird thing because no matter what happens to GDP growth, inflation or interest rates there are...
The Robot Revolution Is About to Get Weird
When most people think about the robot revolution, they probably picture something like Tesla’s Optimus. Something with two arms, two...
