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What Four Factors Are Frightening Investors in 2025?

Today's Animal Spirits is sponsored by Nuveen and KraneShares:

This episode is sponsored by Nuveen. Invest like the future is watching. Visit https://www.nuveen.com/future to learn more.

To learn more about KraneShares’ KOID ETF visit, http://kraneshares.com/koid/?adsource=koid.

Animal Spirits:

On today’s show, we discuss:

• Nvidia plans to invest up to $100 billion in OpenAI as part of data center buildout

• Oracle and animal spirits 

• The Oracle Inflection Point, Apple’s Price Increase

• U.S. Investors Are Flush With Cash, and Happy to Keep It There

• The Two-Speed Economy Is Back as Low-Income Americans Give Up Gains

• A little ditty about inflation

• How Misleading Headlines Frame the Narrative

• How Amazon Built The World's Fastest Growing Ad Business

• This long-shot move could get the 30-year mortgage rate to 5% next year, says BofA Global

• 61% of Boomers Never Plan to Sell Their Homes, While 76% Say They're Tired of Blame for Housing Crisis

• Class of '25, The Latest Wave of Fintech IPOs

• This Breakthrough Drug Wakes Up Sleepy Hair Follicles. It May Be the Ultimate Baldness Cure, Scientists Say.

• Jonathan Clements, Farewell Friends 

Charts:

Tweets/Bluesky:

Recommendations:

• Black Rabbit

• The Paper

• Butch Cassidy And The Sundance Kid

• Alexander Hamilton, by Ron Chernow 

• Field of Dreams (James Earl Jones Scene)

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