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Animal Spirits: The Top 10 Risks to the Stock Market
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Animal Spirits:
On today’s show, we discuss:
Charts:















Tweets:
The dollar is off to its worst start to a year since Bretton Woods ended in 1973
— Jake (@EconomPic)
12:22 AM • Jun 30, 2025
Interesting split: Growth sectors are outperforming in the US, while Value sectors are leading the rest of the world
— Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi)
9:46 AM • Jun 25, 2025
Israel $EIS has been the best performing country ETF in our asset class matrix in the second quarter.
Up 24.7%. 🔥
— Bespoke (@bespokeinvest)
12:57 AM • Jun 30, 2025
"At year-end 2024, Individual Retirement Accounts (IRAs) and 401(k) plans accounted for 58% of the $44 trillion of total US retirement market assets" - GS
— Sam Ro 📈 (@SamRo)
6:25 PM • Jun 23, 2025
Counter #'s
The average college graduate is now 24 years old, up from 22 in the 1980s and 40%+ of graduates now go on to graduate school, compared to roughly 20 to 25% in the 1980s.
Thus, the applicable bucket is 25-29 year olds where unemployment is near a record low.
— Jake (@EconomPic)
2:48 PM • Jun 26, 2025
The whole piece on my new Sbtck is here -->
derekthompson.substack.com/p/young-people…
In one of my last pieces for The Atlantic, I calculated that relative to the overall labor force, the recent grad job market hasn't looked this bad in at least 30 or 40 years.
I wondered if AI was exacerbating
— Derek Thompson (@DKThomp)
2:32 PM • Jun 26, 2025
loan underwriters at freddie mac determining if an unemployed teenager has enough fartcoin to secure a mortgage.
— Dip Wheeler (@DipWheeler)
11:05 PM • Jun 25, 2025
Just released Q1 2025 NMDB data reveals:
- 20.7% of mortgaged homes have a rate <3%
- 32.7% have a rate 3.0 - 3.99%
- 17.9% have a rate 4.0 - 4.99%
- 9.9% have a rate 5.0 - 5.99%
- 18.8% have a rate >= 6%81% of mortgaged homes have a rate below 6%, that's down from the peak of
— Odeta Kushi (@odetakushi)
2:47 PM • Jun 30, 2025
Ever wonder if you should be tipping your Uber driver after a ride?
Tipping on Uber rides is entirely optional, says CEO Dara Khosrowshahi, who addresses the growing question.
While just over 20% of riders currently tip, that number is rising. Khosrowshahi emphasizes it’s a
— CBS Sunday Morning 🌞 (@CBSSunday)
2:46 PM • Jun 27, 2025
'THE SOCIAL NETWORK 2' is officially in the works
Aaron Sorkin is returning to write, and also direct
(via: Deadline)
— ScreenTime (@screentime)
8:04 PM • Jun 25, 2025
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