Friday, January 30, 2026

Animal Spirits: A Mania is Brewing

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In the present day’s Animal Spirits is sponsored by Nuveen and Kraneshares:

This episode is sponsored by Nuveen. Make investments like the long run is watching. Go to https://www.nuveen.com/future to study extra.

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Animal Spirits:

Animal Spirits Podcast

Investing Podcast · Up to date Weekly · Animal Spirits is a present about markets, life, and investing. Be part of Michael Batnick and Ben Carlson as they discuss what they’re studying, writing, listening to and watching. Search for new episodes eve…

On right this moment’s present, we focus on:

  • Nvidia plans to speculate as much as $100 billion in OpenAI as a part of knowledge heart buildout

  • Oracle and animal spirits

  • The Oracle Inflection Level, Apple’s Worth Improve

  • U.S. Buyers Are Flush With Money, and Blissful to Preserve It There

  • The Two-Velocity Economic system Is Again as Low-Earnings People Give Up Beneficial properties

  • A bit ditty about inflation

  • How Deceptive Headlines Body the Narrative

  • How Amazon Constructed The World’s Quickest Rising Advert Enterprise

  • This long-shot transfer might get the 30-year mortgage charge to five% subsequent 12 months, says BofA World

  • 61% of Boomers By no means Plan to Promote Their Houses, Whereas 76% Say They’re Uninterested in Blame for Housing Disaster

  • Class of ’25, The Newest Wave of Fintech IPOs

  • This Breakthrough Drug Wakes Up Sleepy Hair Follicles. It Could Be the Final Baldness Treatment, Scientists Say.

  • Jonathan Clements, Farewell Associates

Charts:

Tweets/Bluesky:

Suggestions:

  • Black Rabbit

  • The Paper

  • Butch Cassidy And The Sundance Child

  • Alexander Hamilton, by Ron Chernow

  • Area of Goals (James Earl Jones Scene)

Contact us at animalspirits@thecompoundnews.com with any suggestions, suggestions, or questions.

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Try our t-shirts, espresso mugs, and different swag right here.

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