 |
Today’s Animal Spirits is brought to you by Franklin Templeton:
On today’s show, we discuss:
Listen here:
Charts:
Tweets/BlueSky:
AI is creating so much volatility right now, which you can see everywhere except in the volatility statistics.
— Joe Weisenthal (@TheStalwart) October 28, 2026
Today marks only the 2nd day this year that retail investors have been net sellers.
MS QDS estimates, based on public data, that retail investors sold $1.4bn of US equities today — their first net sale since April. This is after retail has bought more than $1 trillion of ETFs… pic.twitter.com/eufo4RDVwt
— Morgan Stanley Derivatives (@MgnStnlyDerivs) November 2, 2026
“Is this just a big circle jerk?” Jon welcomes Ed Zitron (@edzitron), host of the podcast Better Offline, to make sense of the financial house of cards propping up AI and big tech. New pod out now! pic.twitter.com/OTYCrWnGDG
— The Weekly Show with Jon Stewart (@weeklyshowpod) October 28, 2026
Instinct is currently raising @ $30b.
$100M → $500M → $2.5B → $10B → ~$30B in sub 1y.
If you’re still not inside the private market this should be a good signal to pivot aggressively.
Wealth creation is going to be heavily skewed toward private investors over the coming…
— Lukas Gruber (@lukasgruber__) October 27, 2026
Everyone in media is jealous of YouTube.
But YouTube’s slowing advertising sales looks a lot like… Netflix. pic.twitter.com/uCvgj7i35m
— Lucas Shaw (@Lucas_Shaw) November 2, 2026
Betsy Palmer was 52 when playing Pam Voorhees
Linda Cardellini is 51 pic.twitter.com/M8ErnaeaYD
— CoveredGeekly (@CoveredGeekly) October 27, 2026
Recommendations:
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.
