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Today's Animal Spirits is sponsored by Nuveen and ClearBridge Investments:
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Animal Spirits:
On today's show, we discuss:
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Rookie Trader's Rapid 84% Wipeout Shows Depth of China Gold Bust
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Jeff Currie on the Crazy Surge in Metals, And Why The Supercycle Has Years to Run
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When All Bets Are Off, All Bets Are On
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OpenAI's Latest Mega-Fundraise, Big Tech Earnings Week, Amazon Layoffs?
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The $100 Billion Megadeal Between OpenAI and Nvidia Is on Ice
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Freedom With a Side of Guilt: How Food Delivery Is Reshaping Mealtime
Charts:
Tweets/Bluesky
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🔥S&P 500 reporting highest net profit margin in more than 15 years – FactSet
As I wrote in September, this is a key business story to watch in 2026 www.tker.co/p/profit-mar…
— Sam Ro (@tker.co)
2:43 AM • Feb 1, 2026
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Recommendations:
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Avatar: Fire & Ash
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Replay by Ken Grimwood
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All of You
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Free Bert
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First Kid (1996)
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