Talk Your Book: What’s Working in the Stock Market?

Posted March 9, 2026 by Ben Carlson

Active Trader Report: Use of Leveraged & Inverse ETFs Way Up

Direxion partnered with Compound Insights and Vanda to explore what’s driving the evolution of active trading
and how active traders are using leveraged and inverse funds across equities, single stocks, commodities, and volatility.

Today’s Talk Your Book is brought to you by Franklin Templeton:

On today’s show, we discuss:

• Franklin Templeton’s S&P 500 outlook and the case for broadening beyond mega-cap names
• The AI-driven repricing in software and the challenge of valuing businesses with uncertain terminal value
• The earnings catalysts driving international and small-cap outperformance after 15 years of underperformance
• How AI is driving margin expansion at companies like Walmart without adding headcount
• Why midterm year weakness has historically been a buying opportunity
• The macro conditions that cause bear markets, and why we’re not there yet

Listen here:

https://podcasts.thecompoundnews.com/show/animalspirits/

Charts: 

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