Animal Spirits: Total Fat
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Today’s Animal Spirits is brought to you by Franklin Templeton and ClearBridge:
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This episode is sponsored by Clearbridge. A healthy economic climate should continue to support growing equity leadership going forward. Read more at
On today’s show, we discuss:
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Tommy Norris Hits It (Landman) pic.twitter.com/JUZVfEcxZm
— Sonu Varghese (@sonusvarghese) March 16, 2026
I am a Geologist. Crude oil is available in different grades. Brent crude is a light, sweet oil standard that requires little refining. The name comes from the Brent oil field in the north sea, which serves as an indicator. Venezuelan oil, for example, needs more refining…
— Andrew (@TraverseMT) March 4, 2026
what part of AI?
Sfiso: nothing pic.twitter.com/qXxR0t0g6i– Dario Perkins (@darioperkins) March 5, 2026
The US economy grew at an annual rate of 0.7% in Q4, down from an estimated 1.4% in the previous month. pic.twitter.com/FO5PQhxyxY
— BEA News (@BEA_News) March 13, 2026
AI is not very popular. According to Pew, sadly only 17% of Americans think AI will have a positive impact. In China, 83% believe that AI will be positive. Token taxation and political backlash are coming unless the narrative changes. 🇺🇸👀🧐
— Brad Gerstner (@altcap) March 15, 2026
We are in the golden age of AI.
Go and thank a VC near you.
A $200 monthly subscription to Claude would cost $5,000 per computer.
This reminds me of when I was in college and Ubers were $3.
– Austin Rief ☕️ (@austin_rief) March 7, 2026
An estimate of $380B last month. Sounds like they’re going to fly $500B at this rate. pic.twitter.com/W7QMjN2s41
— High Yield Harry (@HighyieldHarry) March 4, 2026
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