Animal Spirits: Home Buyer’s Remorse

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Today’s Animal Spirits is brought to you by Teucrium and Janus Henderson Investors:
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On today’s show, we discuss:
Listen here:
Charts:

Recommendations:
Tweets/Bluesky:
We have never had a 2% low day during this fight.
— Joe Weisenthal (@TheStalwart) March 26, 2026
GOLDMAN DESK: “.. Since the beginning of the war for a long time the only trade.. at our desk was actually not .. It is surprising. .. I am worried that now we will reach a point in this conflict where the L/O community will relax and start reducing the real risk.” pic.twitter.com/rwAKFDJWV2
— Carl Quintanilla (@carlquintanilla) March 29, 2026
The total crypto market is down in the last 5 years despite significant inflation from existing contracts and the introduction of new regulations.
you don’t need to look beyond this chart to understand why crypto sentiment is not good right now pic.twitter.com/x9EN2tBfrb
— Mike Dudas (@mdudas) March 26, 2026
BOX OFFICE: #ProjectHailMary grossing $54M in its second weekend. That..
– Bigger than two weekends of SINNERS, OPPENHEIMER and DUNE 2.
– Only a 32% drop from last weekend.
– Highest revenue ever for Amazon/MGM since the merger.
– Its 2nd weekend is the third highest grossing… pic.twitter.com/JVWiA7V1kd— Erik Davis (@ErikDavis) March 29, 2026
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