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Today’s Animal Spirits is brought to you by Invesco and Janus Henderson Investors:
This episode is sponsored by Janus Henderson Investors. Learn more at https://www.janushenderson.com/
On today’s show, we discuss:
- Three Things – What Are We Doing?
- One Hundred Years in the U.S. Stock Markets
- If You Hate Trump’s Economy, I Have News for You
- ‘It’s Just Crazy’: High Car Payments Make Ownership Feel Impossible
- AI Isn’t Lightening Workloads. It’s Making Them More Intense.
- S&P Global’s DeFi push begins with Hyperliquid
- NYSE Partners With Securitize to Develop 24/7 Tokenized Securities Platform
- ‘I Wish I’d Never Bought a House’
- Their Home Wouldn’t Sell, So They Became America’s Latest Accidental Landlords
- Slashing Tax Bills for Rich Investors Is a $1 Trillion Business
Listen here:
Charts:
Recommendations:
Tweets/Bluesky:
I think the fact that military action and major announcements now seem to be coordinated around market open and close times is going to be one of the more fascinating and telling tidbits about this era/administration
— Mike Bird (@Birdyword) March 23, 2026
PANTHEON MACRO:
In a $150/barrel oil scenario, “we think inflation would peak in Q2 at about 6% ..” pic.twitter.com/lFerTyCGCR
— Carl Quintanilla (@carlquintanilla) March 17, 2026
Investors are now betting overall US inflation over the next 12 months will surge above 5%. Implied inflation rate from 1 year breakeven, per Bloomberg @business @TheTerminal pic.twitter.com/rqdxEwsg0P
— Mike Dorning (@MikeDorning) March 20, 2026
This is quite literally what Skynet does to infiltrate the human resistance with the T-800, T-850, and T-888 series Terminators, which are Cyberdyne Systems infiltrator units covered in bio-engineered living tissue, including skin, blood, and hair, over a metal endoskeleton. pic.twitter.com/Yt6YhM5FvP
— David Leavitt 🎲🎮🧙♂️🌈 (@DavidLeavitt) March 20, 2026
PROJECT HAIL MARY in IMAX 70mm, taken by projectionist Taylor Umphenour. This is what the movies were made for. pic.twitter.com/ax9Eh3JAPW
— Dan Marcus (@Danimalish) March 22, 2026
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