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Today’s Animal Spirits is brought to you by Pacer ETFs:
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On today’s show, we discuss:
Listen here:
Charts:
Recommendations:
Tweets/Bluesky:
Absolutely BANANAS.
This may be the most useful data in understanding the 2026 San Francisco housing market.
These are sales that have gone at least $1 million OVER the asking price. pic.twitter.com/XDymm1Enr0
— Mike Simonsen 🐉 (@mikesimonsen) July 6, 2026
Some fun charts:
1. Each US generation is wealthier than the last. pic.twitter.com/NEuhuoqZG7— Sasha Gusev (@SashaGusevPosts) July 5, 2026
NEW from me:
Americans are set to lose nearly $250B gambling this year—a record high, up more than 60% since 2019—and that’s before counting unofficial betting via prediction markets or crypto
Can anything stop America’s gambling boom? 🧵 pic.twitter.com/F6WXiFgsPq
— Joey Politano 🏳️🌈 (@JosephPolitano) June 30, 2026
Netflix’s top shows have been losing 30-70% of their audience between seasons 1 and 2. Executives are trying to figure out why.
Netflix’s second season swoon & more in this week’s newsletter:https://t.co/KuhrAb97Dj
— Lucas Shaw (@Lucas_Shaw) July 5, 2026
Dazed and Confused was a movie about high school in 1976 released in 1993
That would be like a movie released today about high school in 2009
The passage of time never fails to amaze
(I’m doing my annual rewatch now)
— Ben Carlson (@awealthofcs) July 3, 2026
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