The Next Michael Burry (EP. 480)

Animal Spirits Podcast · Sep 2, 2026 · 1h 5m

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…