Advertisement

Risk Less With Structured Protection ETFs

Up to 100% downside protection over one year with Calamos Structured Protection ETFs. Now may be an opportune time to explore our ETFs.

Today's Animal Spirits is brought to you by YCharts:

See here to register for Nick Maggiulli's webinar and here for 20% off your initial YCharts Professional subscription (new customers only)

Get a random Animal Spirits chart here  

The Compound Podcasts:

On today’s show, we discuss:

• Economic Warnings About Trump's Tariffs Are Piling Up

• Dallas Fed Energy Survey

• Wall Street Salivates Over a New Trump Boom

• Corporate America's Euphoria Over Trump's 'Golden Age' Is Giving Way to Distress

• Discipline Funds Weekend Reading 

• Trump officials, allies grow anxious about April 2 tariffs

• Rebuffed: A Closer Look at Options-Based Strategies

• BlackRock sees outcome ETFs jumping to $650 Billion by 2030

• Half of American Households Hold 97.5% of the National Wealth

• America has never been wealthier. Here's why it doesn't feel that way.

• Private Equity Is Coming for America's $12 Trillion in Retirement Savings

• The Share of Households with a 401(k) Loan

• The Last Decision by the World's Leading Thinker on Decisions

• Monthly Housing Payments Hit All-Time High

• Home Buyers Start to Come Off Sidelines Even as Rates, Prices Stay Stuck

• This 4-Bedroom Ranch in N.J. Tells You Everything About the Lopsided Housing Market

• Apple is Losing Over $1 Billion a Year on Streaming Service

Charts:

Tweets:

SEMI-SHOCK: US-focused ETF inflows have obliterated any other Q1 with +$137b, which is 85% of all flows. Ex-US ETF haul as actually been below avg. While headlines, HFs talk ‘exiting’ the US, ETF investors are on a buying spree for better or worse.. via @SirYappityyapp

— Eric Balchunas (@EricBalchunas)
1:30 PM • Mar 27, 2025

“Getting out is easy, but getting back in is hard.  I’ve seen every major market low since the 1980s, and none of them were even remotely obvious” @DataTrekMB’s Colas

— Sam Ro 📈 (@SamRo)
11:42 AM • Mar 28, 2025

Recommendations:

• The Studio 

• Hoosiers

• About Last Night 

• Glengarry Glen Ross

• One Battle After Another 

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

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 endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. 

The Compound Media, Inc, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation 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, and may not be used in connection with, an offer to sell, or a solicitation of an offer to buy or hold, an interest in any security or investment product.