Animal Spirits Podcast · The Compound
What Would You Do With $3 Million? (EP. 451)
·1 hr 18 min·5 clips
107 stocks crashed 4% in one day, yet the S&P 500 was just 1.5% off its record high.
As heard by us
A skeptical, numbers-first chat about CapEx, AI spend, and what markets are pricing.
The episode follows the same question the market keeps returning to: how much spending is too much, and when does a giant capital plan start to look less like waste and more like the cost of the next wave?
Why you'd press play
Press play if you want the CapEx debate without the corporate fog.
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