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Today’s Animal Spirits is brought to you by Teucrium and Janus Henderson Investors:
This episode is sponsored by Teucrium. Find out more at https://teucrium.com/agricultural-commodity-etfs
This episode is sponsored by Janus Henderson Investors. Learn more at https://www.janushenderson.com/
On today’s show, we discuss:
- Why is the S&P 500 Falling?
- Iran: Short-Term Volatility vs. Long-Term Stability
- They’re Rich but Not Famous–and They’re Suddenly Everywhere
- Why Are Young People Taking So Many Unwise Financial Risks?
- US Housing Outlook: Higher mortgage rates not helpful
- Apollo, Blue Owl Lament Private Credit’s Liquidity Confusion
- Is Another Financial Crisis Lurking in Private Credit?
- Apollo gives investors only 45% of requested withdrawals from $15 billion private credit fund
Listen here:
Charts:
Recommendations:
Tweets/Bluesky:
We haven't even had a 2% down day during this war.
— Joe Weisenthal (@TheStalwart) March 26, 2026
GOLDMAN DESK: “.. Since the start of the war long only trading activity.. on our desk has essentially been nonexistent .. It is eerie. .. I worry that we are now approaching the point in this conflict where the L/O community will become unfrozen and start cutting some real risk.” pic.twitter.com/rwAKFDJWV2
— Carl Quintanilla (@carlquintanilla) March 29, 2026
total crypto market cap is flat over the past 5 years despite significant inflation from existing protocols and plenty of new protocol launches
you don't need to look particularly far beyond this chart to understand why crypto sentiment isn't great right now pic.twitter.com/x9EN2tBfrb
— Mike Dudas (@mdudas) March 26, 2026
BOX OFFICE: #ProjectHailMary grabs $54M in its second weekend. That is..
– Bigger than the 2nd weekends for SINNERS, OPPENHEIMER and DUNE 2.
– Only a 32% drop from last weekend.
– Highest grossing ever for Amazon/MGM since the merger.
– Its 2nd weekend is the 3rd highest grossing… pic.twitter.com/JVWiA7V1kd— Erik Davis (@ErikDavis) March 29, 2026
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