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At present's Animal Spirits is sponsored by Nuveen and ClearBridge Investments:
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This episode is sponsored by Nuveen. Make investments like the long run is watching. Go to https://www.nuveen.com/future to study extra. |
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At present's present is sponsored by ClearBridge Investments. Worldwide and rising market shares outperformed the U.S. in 2025. At ClearBridge, we imagine this momentum can proceed. Discover out extra at  https://www.clearbridge.com/ |
Animal Spirits:
On right now’s present, we focus on:
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Rookie Dealer's Speedy 84% Wipeout Exhibits Depth of China Gold Bust
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Jeff Currie on the Loopy Surge in Metals, And Why The Supercycle Has Years to Run
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OpenAI's Newest Mega-Fundraise, Huge Tech Earnings Week, Amazon Layoffs?
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The $100 Billion Megadeal Between OpenAI and Nvidia Is on Ice
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Freedom With a Aspect of Guilt: How Meals Supply Is Reshaping Mealtime
Charts:
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đŸ”¥S&P 500 reporting highest internet revenue margin in additional than 15 years – FactSet
As I wrote in September, this can be a key enterprise story to observe in 2026 www.tker.co/p/profit-mar…
— Sam Ro (@tker.co)
2:43 AM • Feb 1, 2026
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