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Today’s Animal Spirits brings you Betterment and YCharts:
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This episode is sponsored by YCharts. Visit https://go.ycharts.com/animal-spirits To start a free trial and get 20% off your first YCharts Professional subscription (new customers only).
On today’s show we discuss:
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NEW: Retail investors are flocking to U.S. stocks at a record pace.
SpaceX’s blockbuster IPO day marked the largest net retail stock buying day ever recorded by the firm, which accounts for nearly 35% of U.S. retail trading volume, according to Citadel Securities. pic.twitter.com/KJnCvfviTr
— Frank Chaparro (@fintechfrank) June 17, 2026
Per @VandaTrack:
Retail net buying of single stocks falls to lowest level since COVID (on a 3-day rolling basis) pic.twitter.com/XmXln8sLqI
— Kevin Gordon (@KevRGordon) June 15, 2026
History is not limited to 10 billion dollars.
Roundhill Memory ETF $DRAM surpassed $20 billion in AUM in just 54 days; that’s about half the time of the previous record holder. Another milestone that further strengthens $DRAM As the fastest growing ETF ever launched. *From now on… pic.twitter.com/zqfdLB7E4n
— Roundhill Investments (@roundhill) June 18, 2026
BofAI: Momentum in consumer spending is extremely solid; Total card spending increased by 5.1% on an annual basis in May, recording the strongest growth in nearly four years
Note: This is from the BofA Institute. public pic.twitter.com/in7DyDulFk
— Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi) June 11, 2026
They are now putting their DATA CENTERS in the ocean.
Panthalassa, a Portland startup, just raised $140 MILLION.
What they do: build floating platforms that sit in the sea and run artificial intelligence. No need for electrical grid. ocean waves produce all the electricity. sea water hides the sawdust… pic.twitter.com/iv2cOj2uza
— shirish (@shiri_shh) June 18, 2026
A technical look inside our new “Mid-Journey Scanner” pic.twitter.com/wJBHz2O7ro
— Midjourney (@midjourney) June 18, 2026
This is the main source of prediction market nihilism.
Two years ago prediction market volume was >90% Politics + Economics.
Today, those same categories account for under 6% of total volume.
The responsibility falls on venues to create new products that reveal new + useful information. pic.twitter.com/bZt2Sw7r31
— Ryan Chern (@ryanchern) June 21, 2026
When will housing sales return to normal?
How long will the lockdown hinder home sales?
What happens to home sales if interest rates stay at 6.5 percent?Since I get asked these questions a lot, I worked with a Compass economist. @JonahCoste on the model for the next few years.
Two illustrations: pic.twitter.com/FhSNMVrg8D
— Mike Simonsen 🐉 (@mikesimonsen) June 17, 2026
Box office: Pixar #ToyStory5 It opens with $160 million (domestic). Well…
– Biggest opening of 2026
– Biggest opening for a Toy Story movie
– 2nd biggest opening ever for an animated film
– The 2nd biggest opening ever for Pixar after The Incredibles 2. pic.twitter.com/BERW8fWRJR— Erik Davis (@ErikDavis) June 21, 2026
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