Monday, March 16, 2026

Animal Spirits: Small Caps Are Again

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At this time’s Compound and Mates is dropped at you by YCharts and ClearBridge Investments:

This episode is sponsored by YCharts. Obtain High 10 Visuals right here And begin your free YCharts trial via Animal Spirits (new prospects solely) right here.

At this time’s present is sponsored by ClearBridge Investments. Worldwide and rising market shares outperformed the U.S. in 2025. At ClearBridge, we imagine this momentum can proceed. Discover out extra at https://www.clearbridge.com/


The Compound and Mates:

The Compound and Mates

Be part of Downtown Josh Brown, Michael Batnick, and a rotation of their mates each Friday for skilled perception and sizzling takes on the most recent in enterprise and investing.

On as we speak’s present, we focus on:

  • Trump Doubles Down on Greenland Forward of Davos Arrival

  • Why an Emboldened Trump Set His Sights on Greenland

  • Small Shares End Week at Data

  • Trump Needs to Run the Financial system Scorching. There’s a Good Likelihood He’ll Succeed.

  • Why the Tech World Thinks the American Dream Is Dying

  • The New York Inventory Trade Develops Tokenized Securities Platform

  • The golden handcuffs are slipping within the U.S. housing market

  • Gen X and Millennials Will Inherit Trillions in Actual Property Over the Subsequent Decade

  • 2026 – Q1 Outlook Citadel Securities

  • Matt Damon Says Netflix Needs Motion pictures to Restate the ‘Plot Three or 4 Occasions within the Dialogue’ As a result of Viewers are on ‘Their Telephones Whereas They’re Watching’

Charts:

Tweets/Bluesky:

Suggestions:

  • The Rip

  • The Working Man

  • If I Had Legs I would Kick You

  • All The President’s Males (1976)

  • His & Hers

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