Winners and Losers of the Vibecession with Kyla Scanlan

The hosts reflect on a recent conversation with Steve Eisman, exploring his optimistic outlook despite current economic challenges. Key topics include the state of the U.S. consumer, recent Treasury auctions, and the dynamics of the energy sector. They discuss the impact of recent Treasury auctions on yields, the performance of tech stocks like Salesforce and Adobe, and the challenges facing the retail sector. The conversation also touches on the potential for a slowdown in enterprise spending and the implications for generative AI and tech stocks. Additionally, they explore the dynamics of private credit and its risks, and analyze the recent developments in the gambling sector, particularly DraftKings and Flutter.

Guy & Dan are joined by Kyla Scanlon, a prolific content creator known for her insightful economic analyses on social media platforms like Twitter, TikTok, and YouTube. Kyla discusses her journey from options trading in high school to becoming a prominent voice in finance, sharing her experiences and the challenges she faced along the way. The episode delves into her new book, “In This Economy: How Money and Markets Really Work,” and explores the disconnect between the stock market and the real economy. Tune in to hear Kyla’s thoughts on economic trends, the role of the Federal Reserve, and the importance of optimism in finance.

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