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Today’s Animal Spirits is brought to you by Franklin Templeton and ClearBridge:
This episode is sponsored by Clearbridge. A healthy economic backdrop should continue to support broadening equity leadership going forward. Learn more at https://www.clearbridge.com/
On today’s show, we discuss:
- Markets Are Still Sanguine About the Oil Outlook
- Odd Lots: Rory Johnston on How Oil Could Surge to Over $200 a Barrel
- How the Oil Trade Rippled Across Wall Street in a Chaotic Week
- JPMorgan warns on the first “persistent signs of weakness” from retail traders in 2026
- Key findings about how Americans view artificial intelligence
- Agents Over Bubbles
- For Young New York Job Hunters, Entry-Level Roles Are Vanishing
- Taiwan’s Modern Miracle
- Lower Jobs & Higher Gas Means Steady Mortgage Rates
- Cliffwater $33 Billion Private Credit Fund Redemptions Reach 14%
- Private Credit’s Liquidity Squeeze Puts Lenders in a Tight Spot
- The $40 Billion Game of Youth Sports Has Only One Winner: Dick’s Sporting Goods
- Who’s really ordering all that DoorDash?
- Yes, Americans Are Saving Enough for Retirement
Listen here:
Charts:
Recommendations:
- Sisu 2
- Fargo
- DTF: St. Louis
- Rooster
- Undertone
- The Gales of November
- Talking Wealth
- Exhibit A’s new feature
Tweets/Bluesky:
Tommy Norris nails it (Landman) pic.twitter.com/JUZVfEcxZm
— Sonu Varghese (@sonusvarghese) March 16, 2026
I'm a Geologist. Crude oil comes in different grades. Brent crude is a benchmark for light, sweet oil, requiring minimal refinement. The name comes from the Brent oil field in the north sea, which serves as a benchmark. Venezuelan oil, for example, requires much more refinement…
— Andrew (@TraverseMT) March 4, 2026
which bit is AI?
clue: none of it pic.twitter.com/qXxR0t0g6i— Dario Perkins (@darioperkins) March 5, 2026
The U.S. economy grew at a 0.7% annualized rate in Q4, down from the 1.4% rate estimated a month ago.https://t.co/1v8N8mGzhe pic.twitter.com/FO5PQhxyxY
— BEA News (@BEA_News) March 13, 2026
AI is deeply unpopular. According to Pew, sadly only 17% of Americans think AI will have a positive impact. In China, 83% believe AI will be positive. A token tax & political backlash is coming unless the narrative changes. 🇺🇸👀🧐
— Brad Gerstner (@altcap) March 15, 2026
We are in the golden age of AI.
Go thank a VC near you.
A $200 monthly subscription to Claude can consume $5,000 in compute.
This reminds me of when I was in college and Ubers were $3. https://t.co/pWoBuHpnQt
— Austin Rief ☕️ (@austin_rief) March 7, 2026
$380B valuation last month. Feels like they’re gonna fly by $500B at this rate. https://t.co/qNgwaR88Sd pic.twitter.com/W7QMjN2s41
— High Yield Harry (@HighyieldHarry) March 4, 2026
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