AI spending as a recession shield
The hosts argued that unless the AI CapEx story completely collapses, the massive spending could prevent a recession for the rest of the decade.
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You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.
The Callback
US Treasury yields headed to 10%
26 weeks between these two statements.
Then
The guest argued that the AI build-out requires massive infrastructure and energy investment, creating a structural demand boom for real assets.
ANIMAL SPIRITS · 2 MAR 2026 · 10:00Open in Zortix →
Now
The hosts argued that unless the AI CapEx story completely collapses, the massive spending could prevent a recession for the rest of the decade.
ANIMAL SPIRITS · 2 SEP 2026 · 1W AGO · 10:30