Today’s Animal Spirits is brought to you by YCharts and ClearBridge Investments:
This episode is sponsored by YCharts. Download Top 10 images here And you start for free YCharts trial via Animal Spirits (new customers only) here.
Today’s show is sponsored by ClearBridge Investments. International and emerging market stocks outperformed the US in 2025. At ClearBridge we believe this momentum can continue. More information at https://www.clearbridge.com/
On today’s show we discuss:
Listen here:
Charts:
Recommendations:
Tweets/Bluesky
OOPS! Japan’s government bond slump deepened, sending yields to record highs as investors thumbed down Prime Minister Sanae Takaichi’s campaign pitch to cut food taxes. Japanese 30-year yields jumped 26 basis points to 4%. pic.twitter.com/NzsbWQhnXV
— Holger Zschaepitz (@Schuldensuehner) January 20, 2026
Yield on 30-year government bonds 4.0944% pic.twitter.com/ve3izTfY1Q
— Kevin Gordon (@KevRGordon) January 20, 2026
Household balance sheets are in the best shape they’ve ever been in. Checks. Ever.
Yes, there is a lot of debt, but there is a lot more equity. Don’t forget the dominator.
Another reason why our economy is on solid footing. pic.twitter.com/eehN0AYbpW
— Ryan Detrick, CMT (@RyanDetrick) January 17, 2026
Follow us further Facebook, InstagramAnd YouTube.
Check out our t-shirts, coffee mugs and other swag here.
Subscribe here:
Nothing in this blog constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Any opinions expressed herein do not constitute or imply an endorsement, sponsorship or recommendation by Ritholtz Wealth Management or its employees.
The Compound, Inc., a subsidiary of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. The inclusion of any such advertisements does not constitute or imply any endorsement, sponsorship or recommendation thereof, or any association therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investing in speculative securities involves the risk of loss. Nothing on this website should be construed as, or used in connection with, an offer to sell an interest in any security or investment product, or the solicitation of an offer to buy or hold an interest.
#Animal #Spirits #Small #Caps #wealth #common #sense