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You are at:Home»Wealth Building»Animal Spirits: Say Bubble One More Time. I Dare You!
Wealth Building

Animal Spirits: Say Bubble One More Time. I Dare You!

adminBy adminJuly 22, 2026No Comments4 Mins Read
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Today’s Animal Spirits is brought to you by YCharts and Vanguard:


YCharts

This episode is sponsored by YCharts. To learn more and get 20% off your initial YCharts Professional subscription to take Y for a spin (new customers only), visit https://go.ycharts.com/animal-spirits


Vanguard

On today’s show, we discuss:

 

Listen here:

Charts:

Recommendations:

Tweets/Bluesky:

Korean stock market volatility is now higher than it was during both the Global Financial Crisis an the late 90s Asian financial crisis pic.twitter.com/a2hQ3a7WGP

— Joe Weisenthal (@TheStalwart) July 16, 2026

This year:

The US stock market is up 11%

GDP growth is in the 2-3% range

Inflation sits at 3.5%

The 10 yr treasury yield is yielding 4.5%

Is this the most normal year possible for markets?

Everything is average

— Ben Carlson (@awealthofcs) July 15, 2026

Are you hearing the word “bubble” everywhere these days?

I counted every mention of “bubble” across hundreds of episodes from two of my favorite investing podcasts.

Can you see the trend?
🧵 pic.twitter.com/qzU54A2xDY

— Zook (@zook_data) July 14, 2026

This chart ended in 2024. Here’s the updated one. pic.twitter.com/hbBMtU3xY0

— ₿rett (@brettmacro) July 18, 2026

 

This is almost hard to believe…

Disney spent ~$129B acquiring Marvel, Star Wars, Pixar, ESPN, and Fox (~$182B in today’s dollars).

Throw in all their legacy assets and the entire company’s market cap is ~$169B.

— Jake (@EconomPic) July 16, 2026

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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

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