Today’s Animal Spirits is brought to you by YCharts and Fabric by Gerber Life:
This episode is sponsored by YCharts. Get 20% off your initial YCharts Professional subscription when you start your free YCharts trial through Animal Spirits (new customers only). Sign up at: https://go.ycharts.com/animal-spirits
Join the thousands of parents who trust Fabric to help protect their family. Apply today in just minutes at: https://meetfabric.com/SPIRITS
On today’s show, we discuss:
Listen here:
Charts:
Recommendations:
Michael’s 10 Favorite Horror Movies:
Tweets/Bluesky:
Gonna be a lot of uncomfortable conversations at year end when people ask why their portfolio manager or advisor doesn’t own any gold….been a menace this year!
— Meb Faber (@MebFaber) October 16, 2025
Who remembers those Fed balance sheet / S&P 500 charts? You don’t see those so much any more pic.twitter.com/MbvGoRiUPP
— Mike Bird (@Birdyword) October 20, 2025
ONE TRILLION and with 2.5 months to go.. 🔥 pic.twitter.com/KPRTlSiHeP
— Eric Balchunas (@EricBalchunas) October 15, 2025
Since 2020, the value of equities held by households has risen: 300% for households under 40, 542% for the final 50% of households, and 50% for the middle 40% (10-50%) of households.
via Citadel Rubner pic.twitter.com/9sQAzn1fNY
— Daily Chartbook (@dailychartbook) October 16, 2025
Billion dollar companies with no revenues.$RGC Regencell Bioscience$QMMM QMMM$DGNX Diginex$TMC TMC the metals company$OKLO Oklo$TMQ Trilogy Metals$ASTS AST SpaceMobile$RGTI Rigetti Computing$QS QuantumScape$CRML Critical Metals$LAC Lithium Americas$PPTA Perpetua… pic.twitter.com/LA8MzPJtiN
— Lin (@Speculator_io) October 15, 2025
🚨 Morgan Stanley just dropped a list of 39 “National Security” stocks — and it’s basically a cheat sheet for the next decade of U.S. industrial dominance.
This isn’t your typical watchlist — it’s a who’s who of the companies the U.S. needs to stay ahead in energy, defense, and… pic.twitter.com/Q9iWDaga4k
— Dividend Talks on YouTube (@DividendTalks) October 15, 2025
Omg @awealthofcs what are we doing here?
— C (@casey_horrigan) October 15, 2025
People wildly underestimated how hard it is to be wealthy
The bull market has cooked everyone’s brain and reality is that most people will not come out wealthy on the other side. Many will be stuck as their paper wealth evaporates
Being sustainably wealthy is grueling. Requires…
— Boring_Business (@BoringBiz_) October 15, 2025
Can’t believe it’s been two years since we brought audiobooks in Premium to Spotify. When we launched, we wanted to bring the format to a whole new generation of listeners, and it’s working. More people are listening and discovering their new favorite authors every day, with… pic.twitter.com/UeCLuHcmM5
— Daniel Ek (@eldsjal) October 17, 2025
Follow us on Facebook, Instagram, and YouTube.
Check out our t-shirts, coffee mugs, and other swag here.
Subscribe here:
Nothing in this blog constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees.
The Compound, Inc., an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investing in speculative securities involves the risk of loss. Nothing on this website should be construed as, and may not be used in connection with, an offer to sell, or a solicitation of an offer to buy or hold, an interest in any security or investment product
This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.
The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.
References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.
The Compound Media, Inc., an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. For additional advertisement disclaimers see here: https://www.ritholtzwealth.com/advertising-disclaimers
Please see disclosures here.
