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Agricultural Commodities: Rooted in Resilience

Today's Animal Spirits is sponsored by YCharts and Vanguard:

This episode is sponsored by YCharts. download Charts That Defined 2025, here https://go.ycharts.com/charts-that-defined-2025?utm_source=Animal_Spirits&utm_medium=Original_Research&utm_campaign=Charts_that_Defined_2025&utm_content=Podcast And start your free YCharts trial through Animal Spirits (new customers only) at https://go.ycharts.com/animal-spirits

This episode is sponsored by Vanguard. Learn more at: https://www.vanguard.com/audio

Animal Spirits:

On today’s show, we discuss:

• My Year-End Stock Market Forecast

• Is It a Bubble?

• The Everyday Investors Hedging Against an AI Bubble

• The Last Human Edge

• Low Inflation Does Not Mean Americans are Fine

• OpenAI Ends ‘Vesting Cliff’ for New Employees in Compensation-Policy Change

• Bezos and Musk Race to Bring Data Centers to Space

• 2026 Housing Market Outlook

• The Deep End: 2025 Alternative Investments Review

• Streamers are raising prices at an astonishing rate — here’s how much more you’re paying

• Egyptian Theater

• Daniel Day-Lewis leads growing list of actors defending Paul Dano against Quentin Tarantino criticism

Charts:

Tweets/Bluesky:

Recommendations:

• Wake Up Dead Man: A Knives Out Mystery

• Train Dreams

• One Battle After Another

• The Shining

• The Kid Stays In The Picture

Contact us at [email protected] with any feedback, recommendations, or questions.

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