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Today’s Animal Spirits is brought to you by Franklin Templeton:
On today’s show, we discuss:
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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
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