Animal Spirits: Is Debt Fueling the Rally?

On today's show we discuss all-time highs in margin debt, the small cap rally, the hyperscaler dilemma, why Micron is up so much, everything is outperforming the Mag 7, concentration is normal, no signs of a recession, rich people everywhere,  the pizza bear market and more. The post Animal Spirits: Is Debt Fueling the Rally? appeared first on A Wealth of Common Sense. ...

  RCBU   Jul 2, 2026   0   1  Add to Reading List
Animal Spirits: Is Debt Fueling the Rally?
Today’s Animal Spirits is brought to you by Vanguard and Franklin Templeton: To learn more about Vanguard bonds, visit https://vanguard.com/audio. – – This episode is sponsored by Franklin Templeton. Learn more at franklintempleton.com/advantage On today’s show, we discuss: ‘FOMO Really Got Me’: Taiwanese Go Deep Into Debt to Amp 100% Stock Rally The Trillion-Dollar Borrowing Bi...

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