---

Advertisement

What Four Factors Are Frightening Investors in 2025?

Discover the top concerns shaping investor sentiment this year. Access the latest FTSE Russell US Retail Investor Survey to learn about key trends. Download our survey now

---

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:

1/2

The Mag 7 stocks are now 34.91% of the S&P 500, a new record concentration level.

— Jim Bianco (@biancoresearch)
8:03 AM • Sep 20, 2025

Our proprietary @CarsonResearch LEI shows very little chance of a recession (just as it did in early 2023 when everyone said a recession was coming).

In fact, it has been improving of late, suggesting there could be an economic recovery coming.

— Ryan Detrick, CMT (@RyanDetrick)
3:46 PM • Sep 16, 2025

Recommendations:

• Black Rabbit

• The Paper

• Butch Cassidy And The Sundance Kid

• Alexander Hamilton, by Ron Chernow 

• Field of Dreams (James Earl Jones Scene)

Contact us at animalspirits@thecompoundnews.com with any feedback, recommendations, or questions.

Follow us on Facebook, Instagram, and YouTube.

Check out our t-shirts, coffee mugs, and other swag here.

Subscribe here:

• Apple

• Spotify

---