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Animal Spirits:

On today’s show, we discuss:

• Triple-Digit Club: A Wave of Stocks Have Seen Huge Gains in 2026

• The impact of the AI capex boom on S&P 500 return on equity

• Markets are entering one of the most technically important periods of the year.

• America's Economic Anxiety Is Rising Up the Income Ladder

• The age of the solopreneur

• "The Tech Stack Is Dead" -- Jason Wenk on Rebuilding Advisor Infrastructure

• World Cup visitors are going viral for their reactions to everyday American life

• Kalshi Plans Workplace Disclosure Rule to Combat Insider Trading

• They Looked Like They Were Getting Rich on Polymarket--but None of It Was Real

• Own the Internet

• Former New York governor Andrew Cuomo to co-chair joint venture between NYSE owner and crypto exchange OKX

• Social Security

• Google Invests $75 Million in A24 to Develop AI-Powered Filmmaking Tools

Charts:

Tweets/Bluesky:

Recommendations:

• Widow's Bay

• The Hand That Rocks the Cradle

• Cape Fear

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