Podcasts about 2T

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Best podcasts about 2T

Latest podcast episodes about 2T

HousingWire Daily
MBA's Bob Broeksmit on credit scores and a possible GSE release

HousingWire Daily

Play Episode Listen Later Oct 22, 2025 14:18


On today's episode, Editor in Chief Sarah Wheeler talks with Bob Broeksmit, president and CEO of the Mortgage Bankers Association, about the latest news on credit scores and what a GSE release might look like. To learn more about Trust & Will, click ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Related to this episode: MBA forecasts $2.2T mortgage origination in 2026 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠HousingWire | YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠More info about HousingWire⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Enjoy the episode! The HousingWire Daily podcast brings the full picture of the most compelling stories in the housing market reported across HousingWire. Each morning, listen to editor in chief Sarah Wheeler talk to leading industry voices and get a deeper look behind the scenes of the top mortgage and real estate stories. Hosted and produced by the HousingWire Content Studio. Learn more about your ad choices. Visit megaphone.fm/adchoices

Breakaway
Markets, Investing, Netflix, Tesla, Nvidia, XAI

Breakaway

Play Episode Listen Later Oct 9, 2025 32:59


OpenKatie Porter: Governor of CA. Can we just get some smart rational leaders?! Music: Every major has a corresponding minor. Count 6. Major: WWHWWWH C:CDEFGABMinor:123456 = AmMarketsAll time highs!  Market up 4x in 10 years. $100,000 10 yrs ago: VOO = $400,000VGT = $800,000Apple = $1m NFLX = $1.1mTSLA = $2.8m NVIDIA = $30m100,000 = $400,000 nowSymbol | Total Returns (Daily) | 1 Year | 3 Year | 5 Year | 7 Year | 10 YearAAPL | 16% | 86% | 129% | 382% | 930%AMZN | 23% | 94% | 39% | 135% | 718%GOOG | 51% | 150% | 241% | 330% | 675%META | 22% | 438% | 178% | 356% | 676%MSFT | 29% | 129% | 160% | 401% | 1185%NFLX | 70% | 430% | 123% | 239% | 1002%NVDA | 45% | 1434% | 1229% | 2668% | 29157%QQQ | 26% | 129% | 123% | 252% | 517%TSLA | 80% | 94% | 205% | 2380% | 2701%VGT | 31% | 146% | 147% | 306% | 696%VOO | 19% | 93% | 111% | 160% | 300%Investment over time: At age 25 max your 401k at $23,500 and save an extra $1,000/month. Increase by $1000/mo annually until age 50.You should have over $10m by age 50. (below shows $13.5m with 10% returns.NetflixWokeFlix. Everyone will hate something!! Greg Peters - Co CEO:"Go with God and try to monetize the heck outta that."Good philosophy for LIFE! Still really the only PURE streaming playTeslaElon Musk's 2018 Tesla Compensation PlanStructure: 12 tranches; each tranche vested only upon achieving both a market cap milestone and an operational goal.Milestones: 12 market cap targets starting at $100B and increasing by $50B each up to $650BDone in 2023. Stock was basically $20 and 10X!!!   20x now.Elon Musk's 2025 Proposed Tesla Compensation PlanStructure: Similar to 2018 with 12 tranches of restricted stock. Milestones: 12 market cap targets from $2T to $8.5TFSD v14. Watch the vides. Parking in Garages, fast-food drive-thru's, pulling over for ambulance, etc… Tesla is the world leader in:(1) Real-world AI (2) Robotics and (3) Manufacturing advanced integrated hardware and software at scale. This 3rd point is under-appreciated, but is key to profitability.XAIXAI/Grok, Gemini/Google, OpenAI/ChatGPT, Jensen Huang:Play video hereRecommendationsAtomic Habits and How to Win Friends and Influence People

Tech Path Podcast
$130k Bitcoin Next?

Tech Path Podcast

Play Episode Listen Later Oct 7, 2025 14:18 Transcription Available


$130,000 is a realistic short-term target for the asset should current dynamics hold.~This Episode is sponsored by SALT~Borrow on SALT Now! ➜https://bit.ly/pbnsalt00:00 Intro00:10 Sponsor: SALT00:40 Flash Flush01:00 Currency confidence crisis?01:35 Ken Griffin - de-dollarization03:10 Anthony Pompliano: Bitcoin is the debasement trade04:20 Gold v BTC05:00 Silver outperformed both05:25 Inflation unites both parties06:00 CNBC: Fed need to be careful going further on rate cuts07:30 Rate cut odds08:00 Trueflation08:45 $124K pivotal10:00 Pantera Capital: 60%+ investors do not own digital assets11:10 Crypto demand12:00 Tokenized Market cap 2T by 203012:30 Get comfortable with risk13:25 Charts13:50 Outro#Bitcoin #Crypto #Ethereum~$130k Bitcoin Next?

This Week in Pre-IPO Stocks
E232: Wealthfront's robo-advisor IPO sprint: $88B AUM, $194M profits; OpenAI's instant checkout: Etsy surge 16%, taps 700M users; OpenAI H1 2025: $4.3B sales vs $2.5B burn, breakeven by 2026?; Cerebras' $1.1B pre-IPO: $8.1B val, Q2 rev 11x YoY

This Week in Pre-IPO Stocks

Play Episode Listen Later Oct 3, 2025 18:14


Send us a text00:00 - Intro01:16 - Wealthfront's Robo-Advisor IPO Sprint: $88B AUM, $194M Profits02:43 - OpenAI's Instant Checkout: Etsy Surge 16%, Taps 700M Users03:51 - OpenAI H1 2025: $4.3B Sales vs $2.5B Burn, Breakeven by 2026?05:23 - Cerebras' $1.1B Pre-IPO Raise: $8.1B Val, Q2 Rev 11x YoY06:39 - Black Forest Labs' $4B AI Image Raise: FLUX.1 Downloads 5M+07:59 - Rebellions' $1.4B Series C: 3x Rev YoY, Arm GPU Co-Dev09:28 - TikTok US Divestiture: $14B Val at 1.4x P/S, ByteDance Keeps 50% Profits11:04 - Meta's Rivos Acquisition: Cuts GPU Reliance 20-30%, $10B Annual Spend12:27 - Anthropic's Claude Sonnet 4.5: 30-Hour Autonomy, $5B ARR Run-Rate14:01 - Perplexity's Free Comet Browser: ARR Nears $200M, 50% Query Boost15:24 - Stripe Bridge's Stablecoin Open Issuance: $300B Market to $2T by 202816:52 - Thinking Machines' Tinker API: 95% Nondeterminism Fix, $12B Seed Val

Cierre de mercados
Cierre de Mercados: 25/09/2025

Cierre de mercados

Play Episode Listen Later Sep 25, 2025 53:59


Las acciones mundiales se toman un respiro. Los rendimientos de los bonos suben en una jornada que escuchan a no pocos funcionarios de la Reserva Federal e interpretan importantes datos económicos, entre ellos una nueva lectura del PIB de Estados Unidos de 2T y las solicitudes semanales de subsidio por desempleo. Hoy ceden precios del petróleo tras subir con fuerza ayer con la sorpresiva caída de los inventarios en Estados Unidos y en medio de las dudas en torno al suministro de Irak, Venezuela y Rusia. Intel, IBM, Accenture y Hertz son algunos de los valores protagonistas en preapertura. En Bolsa española y dentro del Ibex 35, lo son por sus subidas Repsol, Naturgy y Enagas. Lideran las caídas ACS, Indra y Fluidra. El análisis es de Pedro del Pozo, de Mutualidad.

Cierre de mercados
Cierre de Mercados: 25/09/2025

Cierre de mercados

Play Episode Listen Later Sep 25, 2025 53:59


Bien podrían estar cayendo las Bolsas en reacción al descomunal dato de deuda mundial. Segúnel Instituto de Finanzas Internacionales, la deuda mundial alcanza la cifra récord de 337,7 billones de dólares a finales del segundo trimestre, impulsada por los recortes de tipos de interés y la debilidad del dólar. Pero no caen por ello. Lo hacen porque los datos económicos en Estados Unidos han salido buenos y sólidos. Las solicitudes semanales de subsidios por desempleo caen, y por debajo de las previsiones. El crecimiento del PIB del 2T se revisa al alza, al 3,8%. Y los pedidos de bienes duraderos se disparan. En reacción, rendimiento del bono a 10 años pasa del 4,15 al 4,18%. En lo corporativo, se da a conocer que xAI, de Elon Musk, proporcionará el chatbot Grok a las agencias federales de EE.UU, que IBM sube tras los resultados de su colaboración con HSBC en computación cuántica o que las acciones de Intel alcanzan su máximo desde julio de 2024 tras conocerse que busca inversión de Apple. Análisis esta hora con Javier Cabrera y consultorio con Carlos González, de Investing.com.

Trialworld | El podcast de la moto de trial
Análisis a fondo nueva BETA SINCRO 2026 con Joan Pons

Trialworld | El podcast de la moto de trial

Play Episode Listen Later Sep 24, 2025 106:57


Analizamos a fondo la nueva BETA SINCRO de trial, la sucesora de la BETA EVO, la cual incorpora absolutamente todo nuevo respecto al anterior modelo. En este podcast analizamos, junto a Joan Pons, todas estas novedades que no vas a leer en un dossier de la moto, además de entender la filosofía de trabajo de Beta, lo que representa este modelo y dónde se posiciona la marca. La nueva Beta SINCRO estará en Trialworld, concesionario oficial Beta, estará disponible a finales de octubre, en motorización 2T de 125cc, 250cc y 300cc

Programa del Motor: AutoFM
TotalEnergies y el cuidado de tu moto: cadenas, horquillas y cambio aceite.

Programa del Motor: AutoFM

Play Episode Listen Later Sep 6, 2025 15:16


En este episodio de Cuidados Moto 2 nos centramos en las operaciones de mantenimiento que marcan la diferencia entre una moto que simplemente funciona y una que se mantiene impecable durante años. Después de repasar en programas anteriores los puntos básicos de revisión, ahora profundizamos en tareas concretas que todo aficionado puede realizar para garantizar la seguridad, el buen rendimiento y la durabilidad de su máquina. Comenzamos con uno de los elementos más importantes y a menudo descuidados: la cadena. Te contamos cómo comprobar su estado, qué aspectos clave debes vigilar y por qué la lubricación tras cada viaje es un hábito esencial. Aprenderás a aplicarle el producto adecuado, cómo limpiar los excesos y cuándo es recomendable hacer una limpieza profunda para evitar problemas de desgaste prematuro. Después pasamos a las horquillas, la parte vital de la suspensión delantera. Explicamos por qué su aceite no lubrica, sino que cumple una función de amortiguación, y qué factores determinan el fluido correcto para tu moto: desde las recomendaciones del fabricante hasta el tipo de uso y la viscosidad necesaria. Además, te damos pistas claras sobre la frecuencia de cambio y los síntomas que indican que es hora de revisarlas. El tercer bloque lo dedicamos al corazón de la moto: el aceite de motor. Analizamos las diferencias entre motores de 2T y 4T, los intervalos de cambio según el uso y la importancia de elegir un lubricante que cumpla las normativas API y JASO. También repasamos el procedimiento básico para cambiar el aceite y el filtro de forma correcta, con los materiales imprescindibles y las precauciones que debes tener en cuenta. Finalmente, reflexionamos sobre cómo estas rutinas de mantenimiento no solo alargan la vida útil de la moto, sino que también generan un vínculo especial con ella. Para muchos motoristas, dedicar tiempo a estas operaciones es casi un ritual: una manera de desconectar, relajarse y disfrutar de la moto incluso cuando no está en marcha. Si quieres que tu moto esté siempre lista, segura y en perfecto estado, este episodio es tu guía práctica y amena para conseguirlo. Escúchanos en: www.podcastmotor.es Twitter: @AutoFmRadio Instagram: autofmradio Twitch: AutoFMPodcast Youtube: @AutoFM Contacto: info@autofm.es Y buscando AUTOFM en cualquier plataforma de PODCAST.

SOMMA Insight
No cenário internacional, temores fiscais prejudicam ativos. No Brasil, PIB do 2T evidencia desaceleração da economia

SOMMA Insight

Play Episode Listen Later Sep 3, 2025 6:22


No cenário internacional, temores fiscais prejudicam ativos. No Brasil, PIB do 2T evidencia desaceleração da economia.

Moto1Pro y EnduroPro Podcast
Anatomía de una moto de trial

Moto1Pro y EnduroPro Podcast

Play Episode Listen Later Sep 3, 2025 12:58


Las motos de Trial están entre las más especializadas de todos los tipos de moto. Son muy particulares, muy exclusivas, muy especiales y con mucha personalidad… y vamos a contaros como son, técnicamente hablando, con todo detalle. Las motos de Trial son muy especiales, muy “minimalistas” y con mucho encanto. Y sobre todo muy especializadas, porque son de las pocas motos de competición donde, como dice el bolero del compositor y cantante mexicano José Alfredo Jiménez, autor de la canción "El Rey", la frase es genial: "No hay que llegar primero, pero hay que saber llegar". Eso pasa en Trial, no hay que llegar primero, hay que llegar sin poner un solo pie, a ser posible, y sin darte un batacazo, más importante aún. Es una especialidad donde lo que manda es el equilibrio, ideal para comenzar en el mundo de la moto y si todos los niños comenzasen haciendo trial serían mucho mejores conductores de moto… y de coche… y de lo que sea. España es una potencia en el Mundo de Trial por sus pilotos, os recuerdo que Toni Bou en esta fecha, finales de agosto de 2025, lleva ganados 37 títulos de Campeón del Mundo. Y también por sus fábricas pasadas y presentes, como Bultaco, Gas Gas, Montesa y Sherco entre otras. Vamos a analizar en profundidad las características únicas de una moto de Trial. Carrocería: No hay. Cierto, las motos no tienen carrocería como tal, pero si carenados, pantallas, aletas, guardabarros, porta matricula… en las motos de Trial no hay casi nada. Chasis: Mínima expresión. Apenas unos tubos de acero, salvo las Montesa Cota que es de aluminio tipo Kobas… pero reducido a la mínima expresión, como te decía, y todo muy centrado. Puesto de conducción: ¡Todos en pie! En Enduro siempre digo una frase: De pie llevas tú a la moto, sentado te lleva la moto a ti. En una moto de trial, sencillamente, no se puede ir sentado. ¿El motivo? Motor: Muchos bajos. De pequeño, cuando miraba las fichas técnicas me sorprendía de la poca potencia que daban las motos de trial para su cilindrada. Esta Gas Gas de 350 cm3 apenas da 20 CV... y es que lo que importa es el par. La mayoría son de 2 tiempos, pero sobre esto vale la pena detenerse un poco y explicar porque Montesa, en realidad Montesa-Honda, lo tiene de 4 tiempos. Ya en 2007 Toni Bou ganó el Mundial con una moto de 4 tiempos… pero prefiero las de 2T. Suelen ser muy silenciosas… Frenos: Tacto más que potencia. Como en el caso del motor, la potencia es secundaria, pero no así el tacto. Los frenos son pequeños, casi de bicicleta, porque no aguantan un trabajo intenso, pero si deben “clavar” cuando lo necesitas y ser muy progresivos al mismo tiempo. Suspensiones: Suaves, suaves… Las suspensiones son muy suaves y a veces con muy poca retención de amortiguador, para aprovechar la fuerza del muelle para saltar y levantar la moto… pero al mismo tiempo tiene que aguantar saltos. Ruedas: ¿Has pinchado? Las motos de Trial suelen utilizar ruedas de 21 pulgadas delante y 19 detrás, con neumáticos específicos muy blandos y que van muy bajos de presiones. Conclusión. Me gusta mucho el trial, pero siempre he preferido el Enduro y sobre todo el motocross… pero dicho esto, las motos de Trial me parecen preciosas y dentro del Mundo off road, las de mayor personalidad. Y con esta moto he aprendido mucho y he disfrutado mucho.

Cierre de mercados
Cierre de Mercados: 28/08/2025

Cierre de mercados

Play Episode Listen Later Aug 28, 2025 53:59


Están muy planos los futuros sobre índices estadounidenses. Estaremos pendientes del arranque en la negociación de las acciones de Nvidia. Presentó resultados anoche y la incertidumbre en torno a la guerra comercial entre China y EE.UU. obligó al gigante de los chips de inteligencia artificial a excluir las posibles ventas en China de sus previsiones trimestrales. Veremos también, entre protagonistas a Snowflake y Crowdstrike. Y a referencias económicas, entre ellas solicitudes semanales de subsidios por desempleo y la segunda estimación del PIB del 2T. Lo analizamos todo con Pedro Escudero, de Doma Perpetual. En Bolsa española, y dentro del Ibex 35, las mayores subidas son para ArcelorMittal, Puig y Santander. Los que más pierden son Acciona Energías, Telefónica y Endesa.

El Brieff
Los "acuerdos" de Donaldo: Las noticias para este viernes

El Brieff

Play Episode Listen Later Aug 22, 2025 11:33


México alcanza un máximo histórico de inversión extranjera en el 2T, mientras Claudia Sheinbaum rechaza un operativo bilateral con la DEA y el INE cierra sin pruebas el caso de Pío López Obrador. Una corte libera a Donald Trump de una multa civil, avanza el acuerdo comercial EE. UU.–UE y persisten los retos para la paz en Ucrania. Los Beatles anuncian “Anthology 4”. En mercados: Walmart cae, el S&P 500 liga pérdidas y las tecnológicas retroceden. Israel inicia acciones en Gaza y Moscú condiciona garantías para Ucrania. Además, Texas redibuja su mapa electoral.Este episodio es presentado por STRTGY y EVA (Enterprise Virtual Analyst), plataforma que integra analítica avanzada, IA generativa y geointeligencia para optimizar ventas, inventarios y rentabilidad. Implementación rápida, pronósticos a 30/60/90 días y un asistente GenAI que responde en segundos. Visita su sitio web y solicita una demo gratuita hoy.Recibe gratis nuestro newsletter con las noticias más importantes del día.Si te interesa una mención en El Brieff, escríbenos a arturo@brieffy.com Hosted on Acast. See acast.com/privacy for more information.

2 Twins & An Album
Episode 94 - Coldplay 'X&Y'

2 Twins & An Album

Play Episode Listen Later Aug 14, 2025 93:50


Toph leads the discussion and review of Coldplay's 2005 album ‘X&T' – including, as always, albums + songs on our radar and much more!   Welp, lots to cover today.  Let's start with dead people…Nubs' summer concert schedule…and kiss cams.  From there, we will get into everyone's love of Human Resources, bad track sequencing, What's Happenin' (the 80's television program), whether or not The Wrestling Album was good, and whether or not The Coral Reefer Band playing Jimmy Buffet songs by themselves is a money grab or not.  But most importantly – and perhaps in the most important public safety message 2T&A has ever delivered: don't…please don't…do the “Concert Stand Behind” maneuver.  Ever.  It could cost you your career.  Just say no.

TwinTrail Talks
¡¿Nuevo motor 2T?! Honda Africa Twin 1100 VS Ducati Desert X... Y alguna cosa más!

TwinTrail Talks

Play Episode Listen Later Aug 7, 2025 97:08


Episodio 23 de la sexta temporada del TwinTrail Talks, hoy hablamos de un nuevo motor 2T fabricado por Alpha Otta, las fotos finales de la BMW F450GS, nuevos colores de Triumph y alguna otra novedad del mundo del trail. Versus de la semana entre la Honda Africa Twin 1100 y la Ducati Desert X. Terminamos el programa como cada semana con el Consultorio de Charly y la Chusta de la semana. #aprilia #OutbackMotortek #CamelAdv #KLiM Únete a nuestro Discord en TwinTrail: / discord

TD Ameritrade Network
Liquidity Tightening Means Hard Choices About Deals, Paying Debt & Other Company Activity

TD Ameritrade Network

Play Episode Listen Later Jul 30, 2025 9:56


Melissa Di Donato sees caution and volatility tightening liquidity, pressuring executives on how they use company cash for acquisitions, paying down debt, or other business activities. Short-term liquidity for U.S. corporates with revenues of $1B+ was $3.2T at the end of 1Q, a $500 billion drop from last year. Long-term debt rose as well, while available undrawn credit fell. Melissa addresses the “trust gap”: Kyriba's survey of CFOs show that 5 out of 10 are excited about the transformational impact of AI, but 8 of 10 are concerned about security and privacy risks.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Mercado Abierto
Vistazo a la macro y las divisas

Mercado Abierto

Play Episode Listen Later Jul 29, 2025 8:35


Olivia Álvarez, analista de AFI, analiza con lupa el el Índice Case-Shiller de precios de vivienda de mayo, los Inventarios mayoristas de junio, la Encuesta JOLTS de ofertas de empleo de junio, el dato de Confianza del consumidor, la reunión de tipos de la FED y l PIB del 2T de USA.

FactSet U.S. Daily Market Preview
Financial Market Preview - Monday 21-Jul

FactSet U.S. Daily Market Preview

Play Episode Listen Later Jul 21, 2025 5:31


US equity futures are firmer with S&P up 0.3%. Asian equity markets are mostly higher, while European markets stay mixed. US 2Y yield down to 3.9% and 10Y down at 4.4%. Dollar softer, gold firmer. WTI crude goes slightly up. Industrial metals mostly higher. China's infrastructure names rallied following start of construction of mega dam project in Tibet worth CNY1.2T ($167.8B). On US and China talks, press highlighted expectations of a Trump-Xi meeting at APEC summit South Korea in late October, if not sooner. Beijing also confirmed top leaders will meet Europe's von der Leyen and Costa on Thursday, meanwhile added it would take countermeasures after EU included Chinese companies and banks in its latest sanctions against Russia as tensions between Beijing and Brussels simmer ahead of the summit. Companies Mentioned: Carlyle Group, Brookfield Renewable Partners, Microsoft

WALL STREET COLADA
Wall Street Fluctúa con la Inflación, Trump Apuesta por Energía e IA y Alerta con Aranceles Farmacéuticos.

WALL STREET COLADA

Play Episode Listen Later Jul 16, 2025 4:44


Notas del Show: En este episodio cubrimos los eventos más relevantes antes de la apertura del mercado: • Wall Street opera mixto ante expectativa inflacionaria: Futuros sin dirección clara: $SPX plano, $US100 -0.1%, $INDU +0.1%. El mercado asimila el IPC de junio mientras se publican el IPP (0.2% m/m esperado) y resultados de $BAC, $GS y $MS. Las tasas a 10 y 2 años se mantienen estables. • Trump lanza mega plan de energía e IA desde Pennsylvania: Se anunciaron inversiones por $36B en centros de datos y $56B en energía. Hiperescaladores como $AMZN, $GOOG y $CRWV participarán. Wedbush estima un gasto de $2T en IA en los próximos tres años. • Critical Metals se dispara por avances en Groenlandia: $CRML +32.7% tras lanzar programa de perforación en Tanbreez. El yacimiento suma 22.56B toneladas y podría valer hasta $3.6B. El estudio de viabilidad y expansión del depósito Fjord generan gran expectativa. • Trump evalúa aranceles a fármacos y chips a fin de mes: Nuevas tarifas afectarían a $PFE, $MRK, $LLY, $AAPL y $SSNLF. Iniciaría con tasas bajas y subiría hasta 200%. Se esperan acuerdos bilaterales antes del 1 de agosto, con India como prioridad. Una jornada de inflación, resultados bancarios y posicionamientos estratégicos de Trump en IA, energía y comercio global. ¡No te lo pierdas!

WALL STREET COLADA
Wall Street retrocede por Nuevos Aranceles, Bitcoin Rompe los $120K y Plata Sube a Máximos de 14 Años.

WALL STREET COLADA

Play Episode Listen Later Jul 14, 2025 4:21


Notas del Show: En este episodio cubrimos los eventos más relevantes antes de la apertura del mercado: • Wall Street cae tras nuevos aranceles de Trump: Futuros a la baja: $SPX -0,4 %, $US100 -0,3 %, $INDU -0,4 %. Trump impondrá arancel del 30 % a la UE y México desde el 1 de agosto. El mercado se enfoca esta semana en el IPC (martes), IPP (miércoles) y resultados del 2T de $JPM, $C, $WFC, $STT y $BK. • Bitcoin supera los $120K con impulso institucional: $BTC-USD alcanza $121 058,40 por primera vez, apoyado por flujos récord hacia ETFs y avances regulatorios. Ether $ETH-USD sube +2,6 % a $3 045,94. • Plata se dispara a máximos desde 2011: $XAG sube +1,8 %, con tensiones en mercado físico y fuerte demanda en ETFs británicos. Oro $XAU +0,3 % a $3 366,98/oz. Ratio oro/plata en 86x sugiere que la plata sigue subvalorada. • China aprueba con condiciones compra de Ansys por Synopsys: $SNPS completará la compra de $ANSS por $35B tras el visto bueno regulatorio. Accionistas de $ANSS recibirán $197 en efectivo más acciones de $SNPS. Una jornada marcada por tensiones comerciales, rally en criptomonedas y refugio en metales. ¡No te lo pierdas!

The Hake Report
Crishaun debunks Epstein conspiracy | Fri 7-11-25

The Hake Report

Play Episode Listen Later Jul 11, 2025 115:07


GUEST: Crishaun the Don on the "Epstein List" drama and Trump. Calls: Big Beautiful Bill border security, not a $2T problem?The Hake Report, Friday, July 11, 2025 ADCrishaun the Don https://x.com/CrishaunTheDon - of The Misfit Nation https://rumble.com/user/TheMisfitNationThe Misfit Nation Podcast on YT https://youtube.com/@themisfitnationpodcast and Podbean https://misfitnation.podbean.com/ also on Apple and SpotifyTIMESTAMPS* (0:00:00) Start* (0:04:34) Crishaun, Complicated business guys!* (0:07:04) Crishaun the Don* (0:12:47) Hey, guys! A capella* (0:16:03) Epstein List? Going against Trump now?* (0:25:20) Trump's decency, Not about the kids… Nick F.* (0:36:07) MANUEL, CA: Epstein, blackmail, big talkers, "coverup"?* (0:42:22) MANUEL… Nick F.? white people standing up for themselves?* (0:52:52) RONNIE, OH: Big, Beautiful Bill?* (1:00:45) RONNIE: Why spend more on the border? Deportations? $2T* (1:11:42) WILLIAM III, CA, WHM: Chester Nimitz, Spencer Tracy, John Wooden* (1:15:26) WILLIAM: Epstein, don't care… Trump handled it* (1:17:06) WILLIAM: Covid shutdowns, real history* (1:19:30) WILLIAM: No war with Iran! Obamacare…* (1:22:47) WILLIAM: Akon City, Black Friday, THe Misfit Nation Podcast* (1:24:54) Akon City, tearing down America* (1:27:42) Zohran Mamdani, Communist, N—s* (1:36:05) XIAO, San Diego, 1st: Deport? China? Iran? Women?* (1:46:07) Coffees / Supers* (1:52:51) STEVE, TN, 1st: Trump set himself up! ENDBLOG https://www.thehakereport.com/blog/2025/7/11/crishaun-debunks-epstein-conspiracy-fri-7-11-25 PODCAST / Substack https://thehakereport.substack.com/p/crishaun-debunks-epstein-conspiracy HAKE NEWS from JLP https://www.thehakereport.com/jlp-news/2025/7/11/blacknbspfriday-jlp-fri-7-11-25–Hake is live M-F 9-11a PT (11-1CT/12-2ET) Call-in 1-888-775-3773 https://www.thehakereport.com/showVIDEO: YT - Rumble* - Pilled - FB - X - BitChute (Live) - Odysee*PODCAST: Substack - Apple - Spotify - Castbox - Podcast Addict*SUPER CHAT https://buymeacoffee.com/thehakereportSHOP - Printify (new!) - Cameo | All My LinksJLP Network: JLP - Church - TFS - Nick - PunchieThe views expressed on this show do not represent BOND, Jesse Lee Peterson, the Network, this Host, or this platform. No endorsement or opposition implied!The show is for general information and entertainment, and everything should be taken with a grain of salt! Get full access to HAKE at thehakereport.substack.com/subscribe

WALL STREET COLADA
Delta Sorprende con Sólidos Resultados, MP Materials Sube 38 % y Palantir Apunta a Ser el Nuevo Oracle.

WALL STREET COLADA

Play Episode Listen Later Jul 10, 2025 5:09


Notas del Show: En este episodio cubrimos los eventos más relevantes antes de la apertura del mercado: • Wall Street se mantiene plano ante foco en aranceles: Futuros sin dirección clara: $SPX y $US100 sin cambios, $INDU -0.2 %. El mercado sigue digiriendo las cartas de tarifas de Trump y el impacto político. Hoy se publican solicitudes de desempleo (consenso: 245K). • Delta sorprende y eleva previsión anual: $DAL sube +10 % premarket tras superar estimaciones del 2T con buenos márgenes en servicios premium y fidelidad. También suben $AAL, $UAL, $LUV, $JBLU y $ALK entre +2 % y +7 %. • MP Materials se dispara con apoyo del Pentágono: $MP +38.9 % tras anunciar una nueva planta de imanes y expansión en Mountain Pass con respaldo multimillonario del Departamento de Defensa. Refuerza independencia de EE.UU. frente a tierras raras extranjeras. • Palantir eleva guía y apunta a liderazgo AI: $PLTR mantiene rating Outperform en Wedbush, que sube su precio objetivo a $160. Destacan su potencial para superar los $1B en ingresos por IA y su papel clave en EE.UU. y la OTAN. • OpenAI desafía a Google con navegador AI: OpenAI, respaldada por $MSFT, lanzará un navegador conversacional para competir con Chrome y redirigir el uso de la web a través de IA. Busca integrar ChatGPT en la experiencia diaria y captar cuota publicitaria. Una jornada con foco en innovación, defensa estratégica y tecnología disruptiva. ¡No te lo pierdas!

The Manila Times Podcasts
BUSINESS: Forex reserves up $3.2T for 19th straight month | July 9, 2025

The Manila Times Podcasts

Play Episode Listen Later Jul 8, 2025 3:47


BUSINESS: Forex reserves up $3.2T for 19th straight month | July 9, 2025Visit our website at https://www.manilatimes.netFollow us:Facebook - https://tmt.ph/facebookInstagram - https://tmt.ph/instagramTwitter - https://tmt.ph/twitterDailyMotion - https://tmt.ph/dailymotionSubscribe to our Digital Edition - https://tmt.ph/digitalSign up to our newsletters: https://tmt.ph/newslettersCheck out our Podcasts:Spotify - https://tmt.ph/spotifyApple Podcasts - https://tmt.ph/applepodcastsAmazon Music - https://tmt.ph/amazonmusicDeezer: https://tmt.ph/deezerStitcher: https://tmt.ph/stitcherTune In: https://tmt.ph/tunein#TheManilaTimes Hosted on Acast. See acast.com/privacy for more information.

The Nourishment Mindset
My Take on the MAHA Report

The Nourishment Mindset

Play Episode Listen Later Jul 1, 2025 39:54


Happy Transformation Tuesday, y'all! It's admittedly been way too long. I took a summer pause to take my son to camp and decompress for awhile with the hopes that this time would inform future creativity. I have also been busy serving clients. On that note, if you would like a complimentary 20 minute consult to discuss any health improvement goals and see if we're a fit for working together, I'm here to listen. Simply connect with me at FavorFat@gmail.com.In this episode #68, we begin with a question from listener, Mary Ellen, who asked me about supplements. This is a topic on which I've evolved due to some personal experiences from experiencing “silent migraines” and learning about some mineral deficiencies. I answer Mary Ellen's good questions with some general advice about selecting supplements and share my own journey over the last couple of years regarding magnesium deficiency and finding Dolovent. If you have a question about supplements or anything else, be in touch!Then I move on to something that should NOT be controversial but is for some, especially the media funded heavily by Big Pharma and Big Food. Know that I aim to share my health-focused perspective and do not at ALL get political here. The Nourishment Mindset is apolitical; I can't think of a much worse way to get our cortisol levels up. Each time I do yoga, meditate, pray or engage in any form of self-care I'm actively trying to lower my stress hormones, which is why I generally avoid poly-tics as it has the opposite effect.The MAHA Report was authored by HHS and posted on the White House website. It focuses on identifying the root cause factors for the shocking levels of disease in our youth and how to Make America(‘s Children) Health Again. It's not perfect and frankly, there was almost nothing there that I didn't already know, but the point is that it's out there and it made national news. Although it should've been covered MUCH more extensively.We do not have a “health”care spending issue. We do have a massive problem with corporate capture and government entanglement, non-nutritive foods comprising the majority of our diets, being surrounded by endocrine disrupters, poor lifestyles and more. I dive into my take on each of these root causes then provide my answers to the necessary question of “what should my family do?” Tune in and then let me know your thoughts in the comments or directly.FINE READ-This is a heavy one! I'm nearing the half-way point of Dr. Jordan Peterson's 12 Rules for Life: An Antidote to Chaos. This dude gets an A++ for straight talk! Pretty intense but also quite readable. I'm a large fan of personal responsibility which seems to have fallen out of favor in our culture but it doesn't mean its ineffective. It is reminding me of one of the reasons I left a job I loved with a leading metabolic healthcare company: I wanted to be much more direct with my patients. Being in private practice affords me the ability to do just this and I'm aware that I'm not a fit for some people and that's okay!FINE RECIPE- Spicy Tuna Melt CupsThis is a protein and nutrient packed household favorite developed by my husband, Patrick. YUM!1. Preheat oven to 350 degrees and grease a muffin tin.2. In large mixing bowl combine 5 oz tuna, 2 eggs, 1/4 cup sour cream, 1/4 cup mayo (watch out for seed oils!), 1/4 cup chopped onions, 1.5 cups shredded cheese, 2T minced herbs of your choosing and salt and pepper to taste. We also like to add a generous shake of Pluck seasoning!3. Fill the muffin tins with the mixture and top with a jalepeno or other pepper if you like.4.Bake at 350 degrees for 25 minutes and enjoy. They make a great snack or lunch when you add a salad topped with extra virgin olive oil and a side of fermented goodness such as kimchi or sauerkraut.FINE FIND-I'm loving this life hack taught to me by the wonderful Dr. Elizabeth Moran of Premier Gynecology in Charlotte, NC. She's not only my doctor but a lifelong friend and SO knowledgeable about women's health.I love a good sized squirt of lemon and lime juice in my morning “mocktail” of sparkling water (love my Soda Stream) with a pinch of salt. I buy organic limes and lemons but often can't get through them before they turn. When visiting Elizabeth, I noticed she had them stored in dispensers in her fridge. She juices them after purchase and therefore has no issue with spoilage in her fridge. I bought these glass dispensers on Amazon to avoid plastic contamination et voilà! (If you're wondering what's to the right of them, that's super nutrient dense fermented cod liver oil we take by the shot chez Huey.)That's a wrap, friends. Many thanks for your support, questions and more. If you haven't purchased my book, The Nourishment Mindset, please consider doin so on Amazon or my website for a signed copy. If you have ordered it from Amazon and benefited in any way, please consider leaving a quick review there. Santé and be nourished, y'all!LINKS:https://amzn.to/3kDN85zhttps://favorfat.substack.com/https://www.favorfat.comhttps://www.whitehouse.gov/wp-content/uploads/2025/05/WH-The-MAHA-Report-Assessment.pdf This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit favorfat.substack.com

Wealthion
Crypto's Tipping Point Is Here: Stablecoins, Tokenization & the Institutional Boom | Chris Perkins

Wealthion

Play Episode Listen Later Jun 17, 2025 57:39


Crypto isn't just recovering, it's evolving. Christopher Perkins, President of CoinFund, joins Wealthion's Maggie Lake to explain why we're entering a new era of digital finance. They break down the rise of stablecoins (which could drive $2T in Treasury demand), the tokenization of real-world assets (from stocks to real estate), and why U.S. regulatory clarity is unleashing a wave of institutional adoption. Plus, how meme coins ironically paved the way for capital formation, and why fixed income in crypto could be the next big thing. Whether you're holding Bitcoin, exploring Ethereum, or just crypto-curious, this interview offers a rare inside look at what's coming next and how to position yourself for it. Volatility got you concerned? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/3HIyZQd Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH Chapters: 0:19 - How Macro Chaos is Shaping the Future of Crypto 5:24 - Crypto: Still The Next Big Tech Revolution? 8:29 - Why Bitcoin Ownership Still Scares People 10:50 - Is Bitcoin Headed for a Six-Figure Breakout? 21:30 - Meme Coins vs IPOs: Where the Smart Money's Going 24:32 - Can Tokenization Unlock Trillions in Private Markets? 27:40 - Why Stablecoins Could Be the Dollar's Secret Weapon 30:41 - Are We Entering a New Era of Global Stablecoin Power? 34:56 - How U.S. Policymakers Are Changing Their Tune on Crypto 45:54 - CoinFund's Strategy: Investing in the Crypto Frontier 47:44 - From Wall Street to Web3: Chris Perkins' Wild Ride 51:21 - Can Geopolitical Risk Supercharge Digital Asset Adoption? Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #Crypto #Bitcoin #Stablecoins #Tokenization #DigitalAssets #FinancialInnovation #Blockchain #Ethereum #DeFi #MacroEconomics #ETFs ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

WALL STREET COLADA
Mercado Sube Antes del Empleo, Oro al Alza y Cleveland-Cliffs Cancela Proyecto de Hidrógeno

WALL STREET COLADA

Play Episode Listen Later Jun 5, 2025 4:51


En este episodio cubrimos los eventos más importantes después de la apertura del mercado: • Wall Street avanza antes de los datos de empleo: Los futuros suben: $SPX +0.2%, $US100 +0.4%, $INDU +0.3%. El mercado reacciona al débil reporte ADP, que mostró el menor nivel de contrataciones privadas en más de dos años. Hoy se esperan solicitudes por desempleo (236K) y productividad. El dato clave del empleo mensual se conocerá el viernes. • Oro sube por refugio ante debilidad económica y tensiones: El oro cerró al alza tras la contracción del PMI servicios (49.9) y la caída del dólar (-0.5%). Los aranceles al acero y aluminio duplicados por Trump y la tensión con China aumentan la demanda de refugio. ING destaca que bancos centrales siguen acumulando oro como parte de su estrategia de diversificación. • Cleveland-Cliffs cancela megaproyecto de hidrógeno en Ohio: $CLF abandonó su plan de $500M por falta de hidrógeno limpio y trabas regulatorias. El CEO criticó la política energética de Trump y la falta de recortes de tasas de la Fed. La compañía buscará renegociar el uso de los fondos y extender el ciclo de sus hornos tradicionales. • Inversión global en energía alcanzará $3.3T en 2025, liderada por renovables: Según la IEA, $2.2T serán para energía limpia (solar, nuclear, baterías), el doble que fósiles. La solar lidera con $450B; el gasto en redes supera los $400B. Pese a las cifras, los países en desarrollo enfrentan dificultades para atraer capital suficiente. Una jornada marcada por cifras débiles que refuerzan la expectativa de pausa en tasas, tensiones comerciales y avances en la transición energética. ¡No te lo pierdas!

Morning Announcements
Wednesday, June 4th, 2025 - Musk blasts Trump's Bill; MD & RI gun ban stays; DHS vs Nadler aide; FEMA head's hurricane fail; USNS Harvey Milk rebrand

Morning Announcements

Play Episode Listen Later Jun 4, 2025 8:02


Today's Headlines: The Trump–Musk bromance may be ending, with Elon blasting Trump's $2.3 trillion spending bill as a “disgusting abomination” and calling to oust lawmakers who supported it. Meanwhile, the Trump administration formally requested Congress to undo $9.4B in DOGE's previous cuts via a rescission process, still falling far short of Musk's promised $2T in cuts. New 50% tariffs on steel and aluminum go into effect tonight (except for the UK), but are subject to change next month. The administration also rescinded 2022 guidance protecting abortion access in emergency cases, exposing providers to prosecution in 13 states with total bans. FEMA's acting head reportedly didn't know the U.S. had a hurricane season, worsening concerns as meteorologists warn they're too understaffed to predict storm paths. In other news, DHS officers handcuffed a Nadler aide, accusing his office of “harboring rioters” after staff watched ICE detain migrants. The Supreme Court declined to hear gun rights cases, leaving Maryland and Rhode Island's bans intact. Just in time for Pride month, the Navy will rename the USNS Harvey Milk to align with a “warrior culture” vision. FInally, Russia carried out a successful hit on the strategic Crimea bridge following Ukraine's devastating drone strikes on Russian bombers as peace talks in Istanbul have collapsed. Resources/Articles mentioned in this episode: AP News: Musk calls GOP tax cut and spending bill a 'disgusting abomination' AP News: Trump formally asks Congress to claw back approved spending targeted by DOGE AP News: Musk calls GOP tax cut and spending bill a 'disgusting abomination' Axios: Trump administration strips federal protections for emergency abortion providers NYT: Acting FEMA Chief Told Staff He Didn't Know About U.S. Hurricane Season  Axios: Dems seek to grill Kristi Noem on DHS handcuffing Nadler aide WaPo: Supreme Court leave Maryland's ban on assault rifles in place AP News: Musk calls GOP tax cut and spending bill a 'disgusting abomination' WaPo: As Russia reels from drone attack, Ukraine targets vital Crimean Bridge AP News: Putin's uncompromising demands emerge after the latest round of Russia-Ukraine peace talks Morning Announcements is produced by Sami Sage and edited by Grace Hernandez-Johnson Learn more about your ad choices. Visit megaphone.fm/adchoices

AI For Everyone
Bitcoin & Money Laundering: Busting the Crypto Crime Myth

AI For Everyone

Play Episode Listen Later May 18, 2025 14:16


You've heard the headlines: “Bitcoin is for criminals.” But is that actually true?In this episode, we dig into the data, scandals, and hypocrisy behind the global money laundering industry. Spoiler: it's not Bitcoin moving $2 trillion a year — it's the traditional banking system.

Over Fifty Starting Over
300 The Whistleblower, the Saudis & the Silent Takeover

Over Fifty Starting Over

Play Episode Listen Later May 16, 2025 105:11


MENOPAUSE:Conflicting medical advice, emotional volatility, and misunderstood symptoms.Personal and relational strain during a life phase most men don't understand.Plus — what every man needs to know (but was never taught) about menopause.GLOBAL POWER MOVES & DOMESTIC DEALSTrump takes on Big Pharma, Middle East relations, and economic nationalism.Massive global deals: $600B+ from Saudi Arabia, $1.2T from Qatar (including Boeing's biggest order ever).Qatar's influence in American institutions quietly reshaping policy and power.Klaus Schwab ousted from Davos power — globalist grip showing cracks.Plus — who's really pulling the strings in Washington?WEAPONIZED (Jeremy Corbell & George Knapp):Whistleblower Matthew Brown (former DoD/State Dept) reveals secret UAP program.Claims we're living in a controlled illusion — “left behind” by advanced beings.Final words: “God is real.”And... Mark's new AI Tip of the week!#TrumpNews #QatarInfluence #MenopauseAwareness #WeaponizedPodcast #UFOWhistleblower #MatthewBrown #DavosCollapse #O5OPodcast

Daily News Brief by TRT World

Ukraine, Russia set for first direct talks in Istanbul in 3 years Israel snubs US envoy as Gaza offensive rages Gulf leaders call for ending Gaza war in summit with Trump President Erdogan has stood by Syrian people: Alsharaa Qatar hails Trump visit, inks $1.2T in deals

The Dana Show with Dana Loesch
The GOP's $2T Showdown, Concave Chaos, & India Strikes Pakistan

The Dana Show with Dana Loesch

Play Episode Listen Later May 7, 2025 111:22


The Vatican shuts the doors by the Conclave as Catholics await the white smoke signaling a new Pope has been chosen. India strikes Pakistan in a retaliatory attack.  A massive 12 foot plus-size black woman statue is erected in Times Square that is supposed to be a subtle nod to Michelangelo's David. The Supreme Court rules that Trump's transgender military ban can remain in effect. AG Bondi - claims there are tens of thousands of videos of Epstein with children.  House Republicans send a letter to Speaker Johnson demanding a $2T reduction in spending including extending the 2017 tax cuts.  Rep. Beth Van Duyne joins us to break news about the letter the House GOP is sending to Speaker Johnson to DEMAND a $2T reduction in spending and to make the 2017 tax cuts permanent. Vanity Fair says eating protein is MAGA and a sign of toxic masculinity. The FBI classifies the 2017 Congressional baseball shooting as a “Suicide by Cop”. Thank you for supporting our sponsors that make The Dana Show possible…All Family Pharmacyhttps://AllFamilyPharmacy.com/DanaCode Dana10 for 10% off your entire orderBeamhttp://shopbeam.com/DanashowSleep like never before—Beam has improved over 17.5 million nights of rest. Try it now with code Danashow for 40% off.Home Title Lockhttps://hometitlelock.com/danaProtect your home! Get a FREE title history report + 14 days of coverage with code DANA. Check out the Million Dollar TripleLock—terms apply.Byrnahttps://byrna.com/danaVisit Byrna and check out the New Byrna CL during their Mother's Day Promotion.  Order by May 11th for your FREE Kinetic Projectiles with purchase.  A $49.99 value. Patriot Mobilehttps://patriotmobile.com/DanaDana's personal cell phone provider is Patriot Mobile. Get a FREE MONTH of service code DANAHumanNhttps://humann.comSupport your metabolism and healthy blood sugar levels with Superberine by HumanN. Find it now at your local Sam's Club next to SuperBeets Heart Chews.  KelTechttps://KelTecWeapons.comSee the third generation of the iconic SUB2000 and the NEW PS57 - Keltec Innovation & Performance at its bestRelief Factorhttps://relieffactor.comTurn the clock back on pain with Relief Factor. Get their 3-week Relief Factor Quick Start for only $19.95 today! Goldcohttps://DanaLikesGold.com My personal gold company - get your GoldCo 2025 Gold & Silver Kit. PLUS, you could qualify for up to 10% in BONUS silver

Long Reads Live
Hayes: "Time to Long Everything!"

Long Reads Live

Play Episode Listen Later May 3, 2025 14:17


Arthur Hayes says it's time to “long everything”—and in today's episode, NLW digs into why. Broadcasting from Token 2049 in Dubai, Hayes makes a bold case for an upcoming liquidity wave that could supercharge markets. NLW breaks down Hayes' forecast, the return of CZ to the public stage, and insights from BlackRock and Goldman on crypto's next chapter. Then it's a deep dive into troubling GDP numbers, the rising recession risk, and how the Fed may respond. Finally, we explore Bitcoin's strategic reserve deadline, wirehouse ETF adoption, and the Treasury's $2T stablecoin forecast. It's a full macro + crypto briefing you won't want to miss. Sponsored by: ⁠⁠⁠⁠⁠⁠Crypto Tax Calculator⁠⁠⁠⁠⁠⁠ Accurate Crypto Taxes. No Guesswork. Say goodbye to tax season headaches with Crypto Tax Calculator: Generate accurate, CPA-endorsed tax reports fully compliant with IRS rules. Seamlessly integrate with 3000+ wallets, exchanges, and on-chain platforms. Import reports directly into TurboTax or H&R Block, or securely share them with your accountant. Exclusive Offer: Use the code BW2025 to enjoy 30% off all paid plans. Don't miss out - offer expires 15 April 2025! Ledger Ledger, the world leader in digital asset security, proudly sponsors The Breakdown podcast. Celebrating 10 years of protecting over 20% of the world's crypto, Ledger ensures the security of your assets. For the best self-custody solution in the space, buy a LEDGER™ device and secure your crypto today. Buy now on ⁠⁠⁠⁠⁠⁠Ledger.com⁠⁠⁠⁠⁠⁠. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/nathanielwhittemorecrypto Subscribe to the newsletter: https://breakdown.beehiiv.com/ Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownNLW

The Wright Report
02 MAY 2025: Surprise Headline Brief! Jam-Packed With Critical Domestic News and Global Updates

The Wright Report

Play Episode Listen Later May 2, 2025 25:43


Donate (no account necessary) | Subscribe (account required) Join Bryan Dean Wright, former CIA Operations Officer, for a Friday Headline Brief. Heavy on news, light on analysis. ICE Agents Targeted in California, Trump Admin Strikes Back – A left-wing activist doxing ICE agents and warning illegals of raids is now being hunted after evading arrest in Irvine, CA. The Trump administration signals a tougher stance against those threatening federal law enforcement. Judge Temporarily Blocks Alien Enemies Act Deportations – A federal judge rules Trump's order needs stronger language linking Venezuela's government to TdA gang violence. The White House is expected to revise and possibly declassify intel to support its case. FBI and Chile Take Down South American Theft Ring – A joint operation results in 23 arrests and the seizure of $1.3M in assets, targeting gangs notorious for burglarizing U.S. homes and fleeing abroad. National Security Shakeup: Rubio Replaces Waltz as NSA – Secretary of State Marco Rubio takes on dual roles after Trump reassigns Mike Waltz. Sources point to MAGA activist Laura Loomer's influence in the decision. CIA Courts Disillusioned Chinese Officials – New recruitment videos aim to exploit paranoia within the Chinese Communist Party. Bryan explains how just one defector could offer massive strategic gains. Tariff Fallout and Industrial Reshoring – Mercedes joins other automakers reshoring to the U.S. A bipartisan SHIPS Act hopes to revive U.S. shipbuilding. Elon Musk admits his cost-cutting team fell short, finding $160B in savings instead of $2T. Middle Class and Health Front Updates – April jobs report expected to show modest gains. Meanwhile, yogurt giant Danone commits to eliminating food dyes, and HHS declares youth gender-transition treatments dangerous, pushing talk therapy instead. Global Tensions Mount: Ukraine Stalemate, Iran Threats, Chinese Satellites Aid Houthis – Peace in Ukraine remains distant. Iran warns the U.S. after Trump threatens secondary sanctions on oil buyers. Trump's response to a $60M jet loss: economic pressure on Tehran and Beijing. Argentina Thrives Post-Socialism – Airline goes from deficit to profit without subsidies under President Javier Milei, highlighting the failure of socialist economics and the potential of reform. "And you shall know the truth, and the truth shall make you free." - John 8:32

MG Show
National Day of Prayer; Press Conference with Stephen Miller

MG Show

Play Episode Listen Later May 2, 2025 121:14


In a powerful episode, @intheMatrixxx and @shadygrooove celebrate Trump's National Day of Prayer executive order, a bold stand for America's spiritual renewal against globalist secularism. They dive into Stephen Miller's fiery White House press conference, where he touts Trump's 100-day triumphs—140+ executive orders, record deportations, and crushing ActBlue's fraud schemes—proving America-First is unstoppable. This episode unveils the deep state's panic as faith and patriotism surge. With the constitution as your weapon, join the fight to reclaim America's soul. The truth is learned, never told—tune in to the MG Show at mg.show to ignite the revolution! Tune in weekdays at 12pm ET / 9am PST, hosted by @InTheMatrixxx and @Shadygrooove. Catch up on-demand on https://rumble.com/mgshow or via your favorite podcast platform.  Where to Watch & Listen Live on https://rumble.com/mgshow https://mgshow.link/redstate X: https://x.com/inthematrixxx Backup: https://kick.com/mgshow PODCASTS: Available on PodBean, Apple, Pandora, and Amazon Music. Search for "MG Show" to listen. Engage with Us Join the conversation on https://t.me/mgshowchannel and participate in live voice chats at https://t.me/MGShow. Social & Support Follow us on X: @intheMatrixxx and @ShadyGrooove Join our listener group on X: https://mgshow.link/xgroup Support the show: Fundraiser: https://givesendgo.com/helpmgshow Donate: https://mg.show/support Merch: https://merch.mg.show MyPillow Special: Use code MGSHOW at https://mypillow.com/mgshow for savings! Crypto donations: Bitcoin: bc1qtl2mftxzv8cxnzenmpav6t72a95yudtkq9dsuf Ethereum: 0xA11f0d2A68193cC57FAF9787F6Db1d3c98cf0b4D ADA: addr1q9z3urhje7jp2g85m3d4avfegrxapdhp726qpcf7czekeuayrlwx4lrzcfxzvupnlqqjjfl0rw08z0fmgzdk7z4zzgnqujqzsf XLM: GAWJ55N3QFYPFA2IC6HBEQ3OTGJGDG6OMY6RHP4ZIDFJLQPEUS5RAMO7 LTC: ltc1qapwe55ljayyav8hgg2f9dx2y0dxy73u0tya0pu All Links Find everything on https://linktr.ee/mgshow Keywords National Day of Prayer, Stephen Miller, Trump, executive order, America First, border security, deportations, ActBlue fraud, deep state, spiritual renewal, globalism, truth, constitution, @intheMatrixxx, @shadygrooove, MG Show Filename mgshow-s7e082-national_day_of_prayer_press_conference_with_stephen_miller May 01 2025 TODAY'S HEADLINES IN THE NEWS: US ECONOMY POWERS THROUGH: Trump's tax cuts fuel small business boom, counter tariff concerns (CBS). | CORPORATE TAX CUTS PUSHED: Trump's bill offers 100% expensing, 15% rate for manufacturers (CNN). | VA PROGRAM SAVES VETERANS' HOMES: 20,000 avoid foreclosure, strengthening military families (NPR). | VETERANS RECEIVE VA UPGRADES: Trump's healthcare reforms honor sacrifice, expand access (NPR). | ICE ARRESTS HIT 7-YEAR HIGH: Trump's immigration policies drive record detentions (The Guardian). | DEPORTATIONS FACE LEGAL CHALLENGE: Venezuelans in El Salvador prison demand hearings (Reuters). | TRUMP ADVANCES UKRAINE PEACE DEAL: Ceasefire talks with Russia, Zelenskiy bolster U.S. leadership (AP). | UKRAINE-U.S. MINERALS DEAL SIGNED: U.S. gains resource access, Kyiv eyes peace (AP). | ELON MUSK CLEARS $2B HURDLE: Senate dismisses claims, DOGE boosts economic optimism (CNN). | ELON MUSK CUTS $160B FROM BUDGET: Falls short of $2T, plans Tesla return (CNN). | FARMERS SECURE $15B RELIEF: Trump's aid ensures rural economy, food independence (AP). | US JOB GROWTH HITS RECORD: Trump's policies add 80,000 manufacturing jobs, revive heartland (Reuters). | NEURALINK BREAKTHROUGH STUNS: Maine patient's mobility restored, U.S. tech leads (X trends). | EPA REFORMS BOOST INDUSTRY: Zeldin's deregulation saves billions, creates jobs (Reuters). | ACTBLUE FRAUD EO MOVES FORWARD: Trump's order stops donation scams, wins voters (X trends). | SPACE FORCE DEPLOYS NEW SATELLITE: Advanced tech enhances U.S. global security (AP). | COAL MINERS SEE JOB SURGE: Trump's coal revival adds 5,000 jobs, sparks debate (AP). | BLACK VOTERS GAIN IN ALABAMA: Redistricting boosts representation in Congress (NPR). | TENNESSEE CHALLENGES EDUCATION RULING: Legislature targets 1982 Supreme Court decision (NPR). | NORTH KOREA TESTS MISSILES: Kim Jong Un boosts navy's nuclear capabilities (ABC News). | VENEZUELA FACES OIL BLOCKADE: Trump's measures restrict exports, assert U.S. influence (Global Issues). | RUSSIA OPENS DOMINICAN EMBASSY: Lavrov calls Caribbean nation a “promising partner” (ABC News). | INDIA-PAKISTAN TENSIONS EASE: Rubio's diplomacy defuses Kashmir crisis (AP). | AI SHAPES SHOPPING FUTURE: Visa predicts consumer habits shift with AI integration (ABC News). | CANCER RESEARCH BREAKTHROUGHS SHINE: AACR 2025 highlights AI, new therapies (NPR).

The Private Equity Podcast
The Outlook for the Private Credit Market from Hamilton Lane's Nayef Perry

The Private Equity Podcast

Play Episode Listen Later Apr 15, 2025 23:58


Welcome to another episode of the Private Equity Podcast, today I'm joined by Nayef Perry, Head of Direct Credit at Hamilton Lane. We dive into the state of the private credit market—where the opportunities are, how interest rates are shaping returns, and what investors need to watch out for. If you want a sharp, no-fluff breakdown of where private credit is heading and why it still has room to run, this one's for you.Breakdown:[00:00] Nayef Perry, Head of Direct Credit at Hamilton Lane, joins to discuss the private credit market, interest rates, and market outlook. [00:30] Background: Born in Miami, ex-consultant, GE Capital, joined Hamilton Lane in 2013. [01:13] Private credit's golden era isn't over—higher-for-longer rates mean higher yields for investors. [02:11] Despite growth since 2008, private credit isn't overcrowded—$1.4T credit gap vs equity. [03:36] Add $600B+ in upcoming maturities, and there's a $2T+ opportunity over next 3–5 years. [05:30] Hamilton Lane's deal drivers: add-ons, recapitalizations, and recovering LBO activity. [06:52] Credit lags LBO recovery but Hamilton Lane sees strong deal flow via LP relationships. [08:42] Democratization: retail access growing through evergreen funds—low minimums, high liquidity. [11:01] Biggest concern is defaults, but default rates and distress ratios remain below averages. [14:55] Credit shines across market cycles—positive performance every year since 1999. [16:51] Tight performance band and low volatility make credit an all-weather asset. [17:44] Investment discipline is key: big deal funnel + strict filters = consistent returns. [19:03] Four core criteria: top-tier sponsors, #1/#2 market leaders, recession-resistant sectors, strong capital structures. [21:01] Influences: WSJ daily, Poor Charlie's Almanack, Red Notice, industry reports.  [23:54] Thanks for tuning in—subscribe and keep smashing it.Connect with Nayef Here.Thanks for tuning in!Subscribe for more episodes on  iTunes & SpotifyGot feedback or questions? Email Alex at alex.rawlings@raw-selection.com. Until next time—keep smashing it!

WALL STREET COLADA
China Responde con Fuerza: Aranceles, Represalias y el Miedo a la Recesión Global.

WALL STREET COLADA

Play Episode Listen Later Apr 4, 2025 3:22


En este episodio, desglosamos los temas más importantes que están marcando el pulso de los mercados: • Wall Street profundiza pérdidas: Los futuros caen con fuerza tras la respuesta de China a los aranceles de Trump. El $SPX baja -3.1%, $US100 -3.3% y $INDU -2.8%, luego de perder -4.8% el jueves. Inversionistas temen una recesión y una guerra comercial a gran escala. • China contraataca: China impone aranceles del 34% a todas las importaciones desde EE.UU. desde el 10 de abril. Además, lanza una ofensiva comercial: restricciones a tierras raras, investigación antidumping sobre tubos de rayos X, suspensión de importaciones avícolas y sanciones a 27 empresas de defensa y tecnología. • Mercados globales en rojo: Se han perdido más de $2T en valor de mercado desde los aranceles de Trump. El rendimiento del bono a 10 años cae por debajo de 4% por primera vez desde octubre. Ya se anticipan recortes de tasas por parte de la Fed este año, comenzando en junio. Acompáñanos para entender cómo esta nueva escalada comercial puede cambiar el rumbo económico global y desencadenar movimientos drásticos en los mercados financieros.

Watchdog on Wall Street
Attack of the Tariff Man!

Watchdog on Wall Street

Play Episode Listen Later Apr 3, 2025 21:04


Chris rips Trump's ‘Liberation Day' tariff speech—$2T wiped from markets in 15 minutes! Is it a negotiation ploy or economic chaos? www.watchdogonwallstreet.com

Crypto News Alerts | Daily Bitcoin (BTC) & Cryptocurrency News
1950: USA's Bold Move: $200 Billion Bitcoin Purchase Through Bit Bonds

Crypto News Alerts | Daily Bitcoin (BTC) & Cryptocurrency News

Play Episode Listen Later Apr 2, 2025 36:36


The Bitcoin Policy Institute releases a framework for the U.S. to buy $200B worth of BTC by issuing $2T worth of BitBonds. Learn more about your ad choices. Visit megaphone.fm/adchoices

Baking with House of Bread
German Schwarz Brot or German Rye

Baking with House of Bread

Play Episode Listen Later Mar 30, 2025 14:33


WATER = warm 2 C- may end up being more depending uponsourdough starter thickness.DARK or whole RYE FLOUR       2  ½ CWHOLE GRAIN wheat flour    2 CSOURDOUGH STARTER 1CMolasses     ¼Cs YEAST            1Tablespoon dry yeast or 1 packetMix, thick sponge, let sit for 1.5 hours Add WHITE BREAD FLOUR 2C with the salt below incorporated into it. SALT              1 TKnead for 8-10 minutes adjusting by adding in more whiteflour or water if needed, thicker denser dough than traditional breads but itshould hold shape, and start out very sticky and then the water will get absorbed.  The whole grains take longerfor the water to absorb and rye is stickier than wheat.  So, it should be messy at first.   After you get a good dough, then add seeds.   We use caraway and sunflower seeds.CARAWAY SEEDS 1TSUNFLOWER SEEDS       1/2C, 1T for the top.  If you want a black bread then youcan add 2T of carmel color to the water.  It doesn't add any flavor, just plenty of blackness.   Divide in two, and shape like a football, seam side down.Egg wash and add your seeds to the top. Let rest about 1/2 hour, then score down the middle and bake in a 400 degree oven for 25-30 minutes.Happy Baking! For more informationabout House of Bread, please visit https://houseofbread.com/ and for more information about franchising, please visithttps://houseofbreadfranchise.com/.  Youcan order a recipe book https://houseofbread.com/recipe-book/.   If you want to take your bakingto the next level visually, we have on line video full baking classes that canbe found here https://houseofbread.com/product-category/online-baking-class/ 

2 Twins & An Album
Episode 92 - Fine Young Cannibals 'The Raw & The Cooked'

2 Twins & An Album

Play Episode Listen Later Mar 23, 2025 86:24


Toph leads the discussion and review of Fine Young Cannibals' 1989 album ‘The Raw & The Cooked' – including, as always, albums + songs on our radar and much more!   Stop the presses...we did two episodes in 8 days!  Which makes us proud as pie.  Tune in to hear the boys discuss the sweet sultry (I guess) voice of Roland Gift, provide the story of how this "spin off" band came about, and play the strangest game in the history of 2T&A.  Will this episode be raw? Will it be cooked? Will it be a Gift?  Will it be a good thing?  Will we drive you crazy? Will you be satisfied?  Or will you take what you can get?  Regardless -- don't look back, and give episode 92 a listen.  It's ok.  It's alright.

Web3 Breakdowns
Phil Huber: The Case for Private Credit - [Making Markets, REPLAY]

Web3 Breakdowns

Play Episode Listen Later Feb 28, 2025 43:56


Today we are replaying my conversation with Phil Huber, the Head of Portfolio Solutions at Cliffwater. The private credit market has exploded recently, with Assets under management reaching a staggering $1.2T last year. I've been a little skeptical of this asset class, so I asked Phil to come on and convince me otherwise. We talk about the demand side of the equation, whether we are in a bubble, downside protection, due diligence, volatility and more. Phil also covers his backstory and his unique role at Cliffwater. Please enjoy this discussion with Phil Huber. For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE. ----- Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @makingmkts | @ericgoldenx Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to Making Markets (00:01:04) Meet Phil Huber: Private Credit Expert (00:01:39) Phil Huber's Career Journey (00:05:34) The Evolution of Alternative Investments (00:10:32) The Growth and Demand for Private Credit (00:17:23) Private Credit Performance and Risks (00:22:36) Due Diligence in Alternative Investments (00:23:50) Emerging Trends in RIA Distribution (00:24:28) The Role of Intellectual Honesty in Investment Decisions (00:25:12) Understanding the Game of Access and Manager Selection (00:26:47) Volatility Laundering in Private Assets (00:28:47) The Journey of Writing and Sharing Knowledge (00:32:58) The Role and Responsibilities at Cliffwater (00:34:40) Exploring Interval Funds and Private Credit (00:40:43) The Importance of Secondaries in Private Equity (00:42:50) Current Sentiment in Private Credit (00:43:33) Conclusion and Resources Learn more about your ad choices. Visit megaphone.fm/adchoices

2 Twins & An Album
Toph's Top Five (Episode #15): R.E.M.

2 Twins & An Album

Play Episode Listen Later Feb 28, 2025 27:22


Episode 15 of Toph's Top Five, the 2T&A spinoff sweeping the nation, focuses on a quartet from Georgia who liked to put on their harborcoats and play some sort-of rock and roll.  Mandolin sold separately.  

2 Twins & An Album
Toph's Top Five (Episode #14): Dave Matthews Band

2 Twins & An Album

Play Episode Listen Later Feb 21, 2025 35:30


Episode 14 of Toph's Top Five, the 2T&A spinoff sweeping the nation, focuses on a Charlottesville, Virginia's favorite South African son, David J. Matthews and his reggae band.  Don't burn the day away, listen to Toph's Top Five instead.  It'll make you smile.

Spiderum Official
Nên ĐẦU TƯ vào đâu KHI CÒN TRẺ? | Phạm Sơn Tùng | @MachKhanh | #TiềnKhôngTệ Spiderum X CF Holdings

Spiderum Official

Play Episode Listen Later Feb 19, 2025 69:06


Khách mời số 1: Anh Phạm Sơn Tùng. Anh hiện là Phó Chủ tịch Hội đồng quản trị tập đoàn CF Holdings. Là một doanh nhân, một nhà quản trị thành công, anh Tùng cũng là chuyên gia trong lĩnh vực quản lý tài chính cá nhân.Khách mời số 2: Chị Mạch Khanh. Chị là cơ phó của hãng hàng không Pacific Airlines, thành viên của Vietnam Airlines và cũng là một Content Creator nổi bật. Chị Mạch Khanh còn có kinh nghiệm đầu tư đa dạng, nhưng không chỉ dừng lại ở lĩnh vực tài chính, mà còn thành công trong việc đầu tư vào chính bản thân mình.Trong EP3 Tiền Không Tệ mùa 2, anh Tùng & Mạch Khanh sẽ mang tới cho các những trải nghiệm và góc nhìn phong phú về lĩnh vực ĐẦU TƯ như: Nên nhìn nhận thế nào về nợ “đòn bẩy” trong đầu tư Ngoài tài sản, ta còn có thể đầu tư vào những gì khi còn trẻ? Đến khi nào thì nên chốt lời cho các khoản tích lũy? Nên mua nhà hay thuê nhà?Kết nối với khách mời của EP3 tại:Facebook anh Tùng:   / nikkosontung  Facebook Mạch Khanh:   / fromkhanh  Instagram Mạch Khanh:   / machkhanh  

2 Twins & An Album
Toph's Top Five (Episode #13): Goo Goo Dolls

2 Twins & An Album

Play Episode Listen Later Feb 13, 2025 32:12


Episode 13 of Toph's Top Five, the 2T&A spinoff sweeping the nation, focuses on a trio from Buffalo (go Chiefs) -- who once saved the day for a young, bored Nubs and Toph as an opening act before anyone knew who they were.  True story.  Enjoy.

2 Twins & An Album
Toph's Top Five (Episode #12): Celine Dion

2 Twins & An Album

Play Episode Listen Later Feb 9, 2025 31:16


Episode 12 of Toph's Top Five, the 2T&A spinoff sweeping the nation, focuses on a French-Canadian lady that could kinda sing.  She had some tres bien songs.  Tune in...maintenant!!

2 Twins & An Album
Toph's Top Five (Episode #11): Maroon 5

2 Twins & An Album

Play Episode Listen Later Feb 7, 2025 35:30


Episode 11 of Toph's Top Five, the 2T&A spinoff sweeping the nation, focuses on a band that at one point played their instruments, and now that seems fairly optional.  So before I spend all my change on you...give this a listen.  Will make you smile.

The Kevin Jackson Show
Who Let the DOGE Out WOOF! Ep 25-051

The Kevin Jackson Show

Play Episode Listen Later Feb 5, 2025 40:41


[EP 25-051] It is being reported that one of the main issues federal workers have with returning to the office is that it will INTERFERE with their SECOND JOB. They have been ripping off America for 5 years. Taxpayers pay them & instead of working for us they go to a 2nd job. This will be easy to check as DOGE simply looks at the tax returns of employees in question. https://x.com/chamath The five alarm fire will happen AFTER the WH reveals some of the waste, fraud and corruption this team uncovers. This will be Iran Contra on steroids. I'd buckle up. Reducing the federal deficit from $2T to $1T in FY2026 requires cutting an average of ~$4B/day in projected 2026 spending from now to Sept 30. That would still result in a ~$1T deficit, but economic growth should be able to match that number, which would mean no inflation in 2026. Super big deal. Before even getting to timed scripts, the number of government jobs that could be replaced simply with a mouse macro is astounding!Become a supporter of this podcast: https://www.spreaker.com/podcast/the-kevin-jackson-show--2896352/support.

The Nick Halaris Show
Darius Dale | The Truth About What's Possible with DOGE

The Nick Halaris Show

Play Episode Listen Later Feb 4, 2025 52:50


This week on The Nick Halaris Show we are welcoming back Darius Dale, the founder and CEO of 42 Macro, a leading Macro Risk Management serving investors around the world!  Check out his first episode here for a master class introduction to the art of macro risk management in investing.  Ready to dive in? Listen to this episode on Apple Podcasts, Spotify, Amazon Music and YouTube or on your favorite podcast platform.I wanted to have Darius on the show for a deep dive discussion on President Trump's highly anticipated Department of Governmental Efficiency initiative.  While there's been a lot of hype and hyperbole around DOGE and its massive $2T target, Darius and his team at 42 Macro have actually sat down and done some real analysis.  Of course, things are not as simple as advertised! As always, I hope you all enjoy this episode.  Thanks for tuning in!      Love this episode? Please rate, subscribe, and review on your favorite podcast platform to help more users find our show.

Free Talk Live
Free Talk Live 2024-12-18

Free Talk Live

Play Episode Listen Later Dec 19, 2024 145:32


Argentina dismisses Tax Chief - Be Like Milei :: Milei dismisses tax authority over tax on streamers :: Musk comes out swinging against spending package, Republicans on board, sort of :: Yellen sounds panicky about Trump interfering with Banking Supervision (lol) :: Should there be competition in money? We say yes. :: Former libertarian says DOGE goal of cutting gvmt spending by $2T is a pipedream :: Sara talks Whole Foods and Amazon :: 2024-12-18 :: Hosts: Chris R., Stu

The Todd Herman Show
Kamala's Closing Argument: More Weed & Porn ; Would God Really Choose RFK, Jr. To Dismantle The Public “Health” Industry Ep-1915

The Todd Herman Show

Play Episode Listen Later Nov 5, 2024 30:12


So Kamala's closing argument is effectively more weed and more young men watching videos of people having sex. On the other hand, Elon Musk, who's going to be working with President Trump, God willing, is promoting a $2 trillion spending cut. Would God really choose RFK Jr. to dismantle the so-called public health industry? Another attempt to imprison Trump, this time for something he legitimately did not say.Episode Links:Cardi B giving her speech at the Kamala rally tonight.Kamala's final pitch to young men: weed, crypto, porn, video games, and vasectomies, oh my…"I think we can rip out at least 2T out of the wasted 6.5T Harris/Biden budget. All government spending is taxation. Your money is being wasted and the DEPARTMENT OF GOVERNMENT EFFICIENCY is going to FIX that. We're going to get the Government off of your back, and out of your pocketbook.RFK Jr. with a powerful statement: “I asked God for 19 years to put me in a position where I could end the chronic disease epidemic and bring health back to our children, and in August, God sent me Donald Trump.”BREAKING: Arizona Attorney General Kris Mayes (D) is now INVESTIGATING Trump over his comments about Liz Cheney. She says he can be charged with a misdemeanor and/or a felony. This is all based on the Left purposely misrepresenting Trump's words. Unreal.Trump is talking abo ut Liz Cheney's stance on war. He is discussing how elites will send our kids to war but never do themselvesAlan's Soaps https://www.alansartisansoaps.comUse coupon code ‘TODD' to save an additional 10% off the bundle price.Bioptimizers https://bioptimizers.com/toddUse code TODD to unlock up to $100 in free gifts and save an additional 10% off the special 3-product bundle for a 25% savings.Bonefrog https://bonefrogcoffee.com/toddMake Bonefrog Cold Brew at home!  Use code TODD at checkout to receive 10% off your first purchase and 15% on subscriptions.Bulwark Capital Bulwark Capital Management (bulwarkcapitalmgmt.com)Don't miss the next live Webinar November 21st 3:30pm pacific.  Sign up today by calling 866-779-RISK or go to KnowYourRiskRadio.com.Renue Healthcare https://renue.healthcare/toddYour journey to a better life starts at Renue Healthcare. Visit renue.healthcare/Todd