Podcasts about American exceptionalism

Dr. Ben Carson welcomes Senator Tim Scott to discuss the importance of faith in America's history and current societal challenges. They explore biblical values shaping justice and liberty, highlighting stories of individuals like William Lloyd Garrison and Eddie Rickenbacker who exemplified exceptional courage. The conversation touches on overcoming a victim mentality, celebrating diversity, and inspiring future generations. Senator Scott also talks about his new book, "One Nation Always Under God," which delves into stories of courage and faith that have shaped the nation. Tune in for a thought-provoking dialogue on faith, resilience, and unity.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week, Jeremy and Gareth talk Turnberry and trade deals - with a backdrop of some tech titans' Q2 earnings reports with such strong results that "American Exceptionalism" seems as strong as ever.  The anticipated dispersion of capital to other venues will have to wait, as AI spend dominates and American giants are mainly the beneficiaries.  The US FOMC decision (to leave rates unchanged) allowed Jay Powell to highlight that the credibility of the Fed relies on his ability to not bow to political pressure - highlighting that risks lie in both directions.  Jeremy's comment is that reduced rates could let the genie out of the bottle, with inflation expectations significantly heightened and permanently elevated. If the US is run like an emerging market, it could well end up with emerging market inflation - and interest rates - with major implications for all of us.  Meanwhile, Scott Bessant is looking to stablecoin mechanisms and untapped bank liquidity/leverage to help plug the gap in demand for US treasuries...  Next month sees the Jackson Hole gathering of central bankers - but next week we have the UK MPC interest rate decision.  Markets are expecting a 25 basis point cut - but Jeremy cautions that the UK doesn't often like to jump the gun on rate moves, so the US "hold" this week might spell trouble for those expectations.  Gareth talks about Progressive clients STV, IG Design Group, Forterra and SDI Group, and Jeremy highlights the strength of the UK market, buoyed partly by bid activity - with £3bn of incoming capital for IPF and Just Group, both of which saw takeover announcements. Looking to the next week, US non-farm payroll data will show how the economy is coping with both tariff impacts and the changed migration dynamics in the US job market.  US PMI and UK rate decisions are due next week, but the main event is still likely to be Trump-related, whether and how much he provokes genuine and material trade wars with China, Canada, Mexico, Brazil...or others !  Brought to you by Progressive Equity. 

Lisa Shalett, our Wealth Management CIO, and Andrew Sheets, our Head of Corporate Credit Research, conclude their discussion of American Exceptionalism, factoring in fixed income, in the second of a two-part episode.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research at Morgan Stanley. Lisa Shalett: And I'm Lisa Shalett, Chief Investment Officer for Morgan Stanley Wealth Management. Andrew Sheets: Today – a today a concluding look at the theme of American exceptionalism and how it factors into fixed income. It's Thursday, July 31st at 4pm in London. Lisa Shalett:  And it's 11am here in New York. So, Andrew, it's my turn to ask you some questions. And yesterday we talked a lot about equity markets, globalization, some of the broader macro shifts. But I wanted to zoom in on the credit markets today and one of our themes in the American Exceptionalism paper was the constraints of debts and deficits and how they play in. With U.S. debts level soaring and interest costs rising, how concerned should investors be? Andrew Sheets: So, you alluded to this a bit on our discussion yesterday that we are in a very interesting divide where you have inequality between very well-off companies and weaker companies that aren't doing as well. You have a lot of division within households between those who are, doing better and struggling more with the rate environment. But you know, I think we also see that the large deficits that the U.S. Federal government are running are in some ways largely mirrored by very, very good private sector financial positions. In aggregate U.S. households have record levels of assets relative to debt at the end of 2024; in aggregate the financial position of the U.S. equity market has never been better. And so, this is a dynamic where lending to the private sector, whether that is to parts of the residential mortgage market or to the corporate credit market, does have some advantages; where not just are you dealing with arguably a better trend of financial position, but you're just getting less issuance. I think there are a number of factors that could cause the market to cause the difference of yield between the government debt and that private sector debt – that so-called spread – to be narrower than it otherwise would be.Lisa Shalett: Well, that's a pretty interesting and provocative idea because, one of the hypotheses that we laid out in our paper is that perhaps one of the consequences of this extraordinary period of monetary stimulus of financial repression and ultra low rates, of massive regulation of the systemically important banking system, has been the explosion of shadow banks, and the private credit markets. Our thesis is they're a misallocation of capital. Has there been excess risk taking – in that area? And how should we think about that asset class, number one? And, number two, are they increasingly, a source of liquidity and issuance, or are they a drain on the system? Andrew Sheets: This is, kind of, where your discussion of normalization is is so interesting because in aggregate household balance sheets are in very good shape; in aggregate corporate balance sheets are in very good shape. But I do think there's a distinct tail of the market. Lets call it 5 percent of the high yield market, where you really are looking at a corporate capital structure that was designed for for a much lower level of rates. It was designed for maybe a immediately post COVID environment where rates were on the floor and expected to stay there for a long period of time. And so, if we are moving to an environment where Fed funds is at 3 or 4. Or as you mentioned – hey, maybe you could justify a rate even a little bit higher and not be wildly off. Well then, you just have the wrong capital structure. You have the wrong level of leverage; and it's actually hard to do much about that other than to restructure that debt, or look to change it in a larger way. So, I think we'll see a dynamic similar to the equity market – where there is less dispersion between the haves and have nots. Lisa Shalett: As we kind of think about where there could be pockets of opportunity in credit and in private credit, both public and private credit, and where there could be risks. Can you just help me with that and explore that a little bit more? Andrew Sheets: I think where credit looks most interesting is in some ways where it looks most boring. I think where the case for credit is strongest is – the investment grade market in the U.S. pays 5.25 percent. A 6 percent long run return might be competitive with certain investors' long-term equity market forecasts, or at least not a million miles off. I think though the other area where this is going to be interesting is – do we see significantly more capital intensity out of the tech sector? And a real divide between fixed income and equities is that tech has so far really been an equity story.Lisa Shalett: Correct. Andrew Sheets: But this data center build out is just enormous. I mean, through 2028, our analysts at Morgan Stanley think it's close to $3 trillion with a 't'. And so there's a lot of interest in how can credit markets, how can private credit markets fund some of this build out; and there are opportunities and risks around that. And you know, something that I think credit's going to play an interesting part of. Lisa Shalett: And in that vision do you see the blurring of lines or a more competitive market between public and private? Andrew Sheets: I do think there's always a little bit of a funny nature about credit where it's not always clear why a particular corporate loan would need to be traded every day, would need to be marked every day. I think it is a little bit different from the equity market in that way. And I think you're also seeing a level of sophistication from investors who now have the ability to traffic across these markets and move capital between these markets, depending on where they think they're being better compensated or where there's better opportunities. So, I think we're kind of absolutely seeing the blur of these lines. And again, I think private credit has until recently been somewhat synonymous with high-yield lending, riskier lending, lower rated lending. Lisa Shalett: Correct. Yeah. Andrew Sheets: And, yet, the lending that we're seeing to some of this tech infrastructure is, you could argue, maybe more similar to Investment Grade lending – both in terms of risk, but also it pays a lot less. And so again, this is kind of an interesting transition where you're seeing a broader scope and absolutely, I think, more blurring of the line between these markets. Lisa Shalett: So, let's just switch gears a little bit and pull out from credit to the broader diversified cross-asset portfolio. And some of those cross-asset correlations are starting to break down; and we go through these periods where stocks and bonds are more often than not positively correlated in moving together. How are you beginning to think about duration risk in this environment? And have you made any adjustments to how you think about portfolio construction in light of these potentially shifting changes in correlations across assets?Andrew Sheets:  I think there are kind of maybe two large takeaways I would take from this. First is I do think the big asset where we've seen the biggest change is in the U.S. dollar. The U.S. dollar, I think, for a lot of the period we've been discussing on these two episodes, was kind of the best of both worlds. And recently that's just really broken down. And so, I think, when we think about the reallocation to the rest of the world, the focus on diversification, I think this is absolutely something that is top of mind among non-U.S. investors that we're talking to, which is almost the U.S. equity piece is kind of a separate conversation.The other piece though, is some of this debate around yields and equities – and do equities fear higher rates or lower rates? Which one of those is the biggest problem? And there's a question of magnitude that's a little interesting here. Rates going higher might be a little bit more of a problem for the S&P 500 than rates going lower. That rates going higher might be more consistent with the scenario of temporary higher inflation. Maybe rates go lower [be]cause the market gets more excited about Federal Reserve cuts.But I think in terms of scenarios where – like where is the equity market really going to have a problem? Well, it's really going to have a problem if there's a recession. So, even though I think bonds have been less effective diversifiers, I really do think they're still going to serve a very healthy, helpful purpose around some of those potentially kind of bigger dynamics. Lisa Shalett: Yeah that very much jives with the way we've been thinking about it, particularly within the context of managing private wealth, where very often we're confronted with the, the question: What about 60-40? Is 60-40 dead? Is 60-40 back? Like, you talk about not wanting to hedge, I don't want to hedge either. But the answer to the question we agree is somewhat nuanced. Right?We do agree that this perfect world of negative correlations between stocks and bonds that we enjoyed for a good portion of the last 15 years probably is over. But that doesn't mean that bonds, and most specifically that 5 - 10 year part of the curve, doesn't have a really important role to play in portfolios. And the reason I say that is that one of the other elements of this conversation that we haven't really touched on is valuation and expected returns.I know that when I speak of the valuation-oriented topics and the CAPE ratio when expected 10-year returns, everyone's eyes glaze over and roll to the back of their head and they say, ‘Oh, here she goes again.' But look, I am in the camp that says an awful lot of growth has already been discounted and already been priced. And that it is much more likely that U.S. equities will return something closer to long run averages. So that's not awful. The lower volatility of a fixed income asset that's returning 6s and 7s has a definite role to play in portfolios for wealth clients who are by and large long term oriented investors who are not necessarily attempting to exploit 90-day volatility every quarter. Andrew Sheets:   Without putting too fine of a point on it, I think when that question of is 60-40 over is phrased, I kind of think the subtext is often that it's the bond side, the 40 side that has a problem. And not to be the Fixed Income Defender on this podcast, but you could probably more easily argue that if we're talking about, well, which valuation is more stretched, the equity side or the bond side? I think it's the equity side that has a more stretched valuation.Lisa Shalett: Without a doubt, without a doubt. Andrew Sheets:  Well, Lisa, thanks again for taking the time to talk. Lisa Shalett: Absolutely great to speak with you, Andrew, as always. Andrew Sheets: And thanks again for listening to this two-part conversation on American exceptionalism, the changes coming to that and how investors should position. And to our listeners, a reminder to take a moment to please review us wherever you listen. It helps more people find the show. And if you found this conversation insightful, tell a friend or colleague about Thoughts on the Market today.*****Lisa Shalett is a member of Morgan Stanley's Wealth Management Division and is not a member of Morgan Stanley's Research Department. Unless otherwise indicated, her views are her own and may differ from the views of the Morgan Stanley Research Department and from the views of others within Morgan Stanley.

In the first of a two-part episode, Lisa Shalett, our Wealth Management CIO, and Andrew Sheets, our Head of Corporate Credit Research, discuss whether the era of “American Exceptionalism” is ending and how investors should prepare for a global market rebalancing. Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research at Morgan Stanley. Lisa Shalett: And I'm Lisa Shalett, Chief Investment Officer for Morgan Stanley Wealth Management. Andrew Sheets: Today, the first of two episodes tackling a fascinating and complex question. Is American market dominance ending? And what would that mean for investors?It's Wednesday, July 30th at 4pm in London. Lisa Shalett: And it's 11am here in New York. Andrew Sheets: Lisa, it's so great to talk to you again, and especially what we're going to talk about over these two episodes. , a theme that's been coming up regularly on this podcast is this idea of American exceptionalism. This multi-year, almost multi-decade outperformance of the U.S. economy, of the U.S. currency, of the U.S. stock market. And so, it's great to have you on the show, given that you've recently published on this topic in a special report, very topically titled American Exceptionalism: Navigating the Great Rebalancing.So, what are the key pillars behind this idea and why do you think it's so important? Lisa Shalett: Yeah. So, I think that that when you think about the thesis of American exceptionalism and the duration of time that the thesis has endured. I think a lot of investors have come to the conclusion that many of the underpinnings of America's performance are just absolutely inherent and foundational, right? They'll point to America as a, economy of innovation. A market with regulation and capital markets breadth and depth and liquidity a market guided by, , laws and regulation, and a market where, heretofore, we've had relatively decent population growth. All things that tend to lead to growth. But our analysis of the past 15 years, while acknowledging all of those foundational pillars say, ‘Wait a minute, let's separate the wheat from the chaff.' Because this past 15 years has been, extraordinary and different. And it's been extraordinary and different on at least three dimensions. One, the degree to which we've had monetary accommodation and an extraordinary responsiveness of the Fed to any crisis. Secondly, extraordinary fiscal policy and fiscal stimulus. And third, the peak of globalization a trend that in our humble opinion, American companies were among the biggest beneficiaries of exploiting, despite all of the political rhetoric that considers the costs of that globalization. Andrew Sheets: So, Lisa, let me go back then to the title of your report, which is the Great Rebalancing or navigating the Great Rebalancing. So, what is that rebalancing? What do you think kind of might be in store going forward? Lisa Shalett: The profound out performance, as you noted, Andrew, of both the U.S. dollar and American stock markets have left the world, , at an extraordinarily overweight position to the dollar and to American assets.And that's against a backdrop where we're a fraction of the population. We're 25 percent of global GDP, and even with all of our great companies, we're still only 33 percent of the profit pool. So, we were at a place where not only was everyone overweight, but the relative valuation premia of American equity assets versus equities outside or rest of world was literally a 50 percent premium. And that really had us asking the question, is that really sustainable? Those kind of valuation premiums – at a point when all of these pillars, fiscal stimulus, monetary stimulus, globalization, are at these profound inflection points. Andrew Sheets: You mentioned monetary and fiscal policy a bit as being key to supercharging U.S. markets. Where do you think these factors are going to move in the future, and how do you think that affects this rebalancing idea? Lisa Shalett: Look, I mean, I think we went through a period of time where on a relative basis, relative growth, relative rate spreads, right? The, the dispersion between what you could earn in U.S. assets and what you could earn in other places, and the hedging ratio in those currency markets made owning U.S. assets, just incredibly attractive on a relative basis. As the U.S. now kind of hits this point of inflection when the rest of the world is starting to say, okay, in an America first and an America only policy world, what am I going to do? And I think the responses are that for many other countries, they are going to invest aggressively in defense, in infrastructure, in technology, to respond to de-globalization, if you will. And I think for many of those economies, it's going to help equalize not only growth rates between the U.S. and the rest of the world, but it's going to help equalize rate differentials. Particularly on the longer end of the curves, where everyone is going to spending money. Andrew Sheets: That's actually a great segue into this idea of globalization, which again was a major tailwind for U.S. corporations and a pillar of this American outperformance over a number of years.It does seem like that landscape has really changed over the last couple of decades, and yet going forward, it looks like it's going to change again. So, with rising deglobalization with higher tariffs, what do you think that's going to mean to U.S. corporate margins and global supply chains? Lisa Shalett: Maybe I am a product of my training and economics, but I have always been a believer in comparative advantage and what globalization allowed. True free trade and globalization of supply chains allowed was for countries to exploit what they were best at – whether it was the lowest cost labor, the lowest cost of natural resources, the lowest cost inputs. And America was aggressive at pursuing those things, at outsourcing what they could to grow profit margins. And that had lots of implications. And we weren't holding manufacturing assets or logistical assets or transportation assets necessarily on our balance sheets. And that dimension of this asset light and optimized supply chains is something in a world of tariffs, in a world of deglobalization, in a world of create manufacturing jobs onshore, where that gets reversed a bit. And there's going to be a financial cost to that. Andrew Sheets: It's probably fair to say that the way that a lot of people experience American exceptionalism is in their retirement account. In your view, is this outperformance sustainable or do you think, as you mentioned, changing fiscal dynamics, changing trade dynamics, that we're also going to see a leadership rotation here? Lisa Shalett: Our thesis has been, this isn't the end of American exceptionalism, point blank, black and white. What we've said, however, is that we think that the order of magnitude of that outperformance is what's going to close, , when you start burdening, , your growth rate with headwinds, right? And so, again, not to say that that American assets can't continue to, to be major contributors in portfolios and may even, , outperform by a bit. But I don't think that they're going to be outperforming by the magnitude, kind of the 450 - 550 basis points per year compound for 15 years that we've seen. Andrew Sheets: The American exceptionalism that we've seen really since 2009, it's also been accompanied by really unprecedented market imbalances. But another dimension of these imbalances is social and economic inequality, which is creating structural, and policy, and political challenges. Do these imbalances matter for markets? And do you think these imbalances affect economic stability and overall market performance? Lisa Shalett: People need to understand what has happened over this period. When we applied this degree of monetary and fiscal, stimulus, what we essentially did was massively deleverage the private sector of America, right? And as a result, when you do that, you enable and create the backdrop for the portions of your economy who are less interest rate sensitive to continue to, kind of, invest free money. And so what we have seen is that this gap between the haves and the have nots, those who are most interest rate sensitive and those who are least interest rate sensitive – that chasm is really blown out.But also I would suggest an economic policy conundrum. We can all have points of view about the central bank, and we can all have points of view about the current chair. But the reality is if you look at these dispersions in the United States, you have to ask yourself the question, is there one central bank policy that's right for the U.S. economy? I could make the argument that the U.S. GDP, right, is growing at 5.5 percent nominal right now. And the policy rate's 4.3 percent. Is that tight?Andrew Sheets: Hmm. Lisa Shalett: I don't know, right? The economists will tell me it's really tight, Lisa – [be]cause neutral is 3. But I don't know. I don't see the constraints. If I drill down and do I say, can I see constraints among small businesses? Yeah. I think they're suffering. Do I see constraints in some of the portfolio companies of private equity? Are they suffering? Yeah. Do they need lower rates? Yeah. Do the lower two-thirds of American consumers need lower rates to access the housing market. Yeah. But is it hurting the aggregate U.S. economy? Mm, I don't know; hard to convince me. Andrew Sheets: Well, Lisa, that seems like a great place to actually end it for now and Thanks as always, for taking the time to talk. Lisa Shalett: My pleasure, Andrew. Andrew Sheets: And that brings us to the end of part one of this two-part look at American exceptionalism and the impact on equity and fixed income markets. Tomorrow we'll dig into the fixed income side of that debate.Thank you as always, for your time. If you find Thoughts on the Market useful, let us know by leaving a review wherever you listen, and also tell a friend or colleague about us today.*****Lisa Shalett is a member of Morgan Stanley's Wealth Management Division and is not a member of Morgan Stanley's Research Department. Unless otherwise indicated, her views are her own and may differ from the views of the Morgan Stanley Research Department and from the views of others within Morgan Stanley.

In this Episode Ruben takes a look at Ben Shapiro's review of Superman. Of course Ben doesn't get subtext at any point and doesn't know anything about the actual comic books.

Charles pushes back on the doom-and-gloom headlines and their impact on consumer confidence and financial choices. From booming tech and AI to strong equity performance, he makes the case for continued American economic strength.  Rob Luna, CEO of Luna Venture Partners, joins to share why he's bullish on America's future, crediting innovation and entrepreneurship as the real growth drivers. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Para concluir nossa duologia, neste episódio sobre guerra ao terror nos videogames, Fernando e Anderson conversam sobre a política externa dos EUA pós 11 de setembro e como a chamada Guerra ao Terror levou a guerras e destruição pelo mundo enquanto a indústria cultural adaptava o discurso orientalista contra as populações do Oriente Médio e Ásia. Para  essa conversa, trazemos os artigos "Have You Won the War on Terror? Military Videogames and the State of American Exceptionalism", de Nick Robinson e "The Democratic People's Republic of Korea, Procedural Rhetoric and the Military- Entertainment Complex: Two Case Studies from the War on Terror", de Matthew Spokes. Ambos trabalhos tratam da relação íntima entre a guerra ao terror e a mídia. Ouça também outros episódios que complementam o tema: Regras do Jogo #86 – Representações De Guerra Regras do Jogo #173 – A influência da geopolítica dos EUA em jogos de estratégia Citados no episódio: Joystick Soldiers: The Politics of Play in Military Video Games Orientalismo: O Oriente como invenção do Ocidente Persuasive Games: The Expressive Power of Videogame Ajude a financiar o Holodeck Design no Apoia.se e Orelo.cc ou fazendo doações pelo PicPay. Siga o Holodeck Design no Twitter, Facebook, Instagram e TikTok e entre no grupo para ouvintes do Telegram! Nossos episódios são gravados ao vivo em nosso canal na Twitch e YouTube, faça parte também da conversa. Participantes Fernando Henrique Anderson do Patrocínio Cupons de Desconto regrasdojogo – 10% Descontos em todas as camisas da Veste Esquerda. Músicas: Persona 5 – Beneath The Mask lofi chill remix

In this episode, Jacob Winograd digs into one of the most uncomfortable questions Christians and libertarians can ask: What if America isn't the hero of the story? Tracing U.S. foreign policy from the Spanish-American War through 9/11 and into the present day, Jacob explores how the language of liberty, democracy, and even Christianity has been weaponized to justify empire. He unpacks how wars sold as moral crusades—from Iraq and Afghanistan to support for Israel and NATO expansion—have led to blowback, destabilization, and immense civilian suffering.But this isn't about hating America or denying its best ideals. Jacob argues that we can still appreciate the beauty of the American experiment—its suspicion of power, its protections of free speech and conscience—while being honest about the sins committed in its name. For Christians, that means refusing to let patriotism become idolatry. Our first allegiance is to Christ's kingdom, not the flag. True patriotism tells the truth, seeks repentance where needed, and distinguishes what reflects Christ from what reflects Caesar.Full Episode Notes at BiblicalAnarchyPodcast.comThe Biblical Anarchy Podcast is part of the Christians For Liberty Network, a project of the Libertarian Christian Institute.Audio Production by Podsworth Media.

As yet another new wave of tariff threats come out of the White House, investors have yet to bail out of the U.S. stock market like they did in April. Is their bet on American Exceptionalism about to unwind, or is this new bull market unfazed by the upending of the global economy? Callie Cox, Chief Market Strategist for Ritholtz Wealth joins The Express for her take on our unbridled enthusiasm, and lessons for long-term investors. Plus, new 50% tariffs on Copper set to go into effect August 1st will be felt across nearly every major industrial and electronic category. If those don't cause an inflationary charge, nothing will. Learn more about your ad choices. Visit podcastchoices.com/adchoices

As yet another new wave of tariff threats come out of the White House, investors have yet to bail out of the U.S. stock market like they did in April. Is their bet on American Exceptionalism about to unwind, or is this new bull market unfazed by the upending of the global economy? Callie Cox, Chief Market Strategist for Ritholtz Wealth joins The Express for her take on our unbridled enthusiasm, and lessons for long-term investors. Plus, new 50% tariffs on Copper set to go into effect August 1st will be felt across nearly every major industrial and electronic category. If those don't cause an inflationary charge, nothing will. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Friday Focus provides listeners with a focused, half-hour masterclass on the big issues, events and trends driving the news and current events. The show features Janice Gross Stein, the founding director of the Munk School of Global Affairs and bestselling author, in conversation with Rudyard Griffiths, Chair and moderator of the Munk Debates. Rudyard and Janice open the show unpacking the effect America's pause on military shipments will have on Ukraine's war effort. Putin has managed to drive a wedge between the US and Ukraine, thus removing the biggest obstacle to his maximalist ambitions. Has America officially walked away from Ukraine? And does Europe have the will, the weapons, and the finances to fill the void and give Ukraine a fighting chance in a war that they are losing? In the second half of the show Rudyard and Janice take stock of America on its Independence Day and agree that things do not look good from north of the border: a President who shows contempt for the courts and rule of law, and a country that is now spending more money servicing its debt than its military. Both Rudyard and Janice worry for America's short term future under this administration, but both are optimistic that American Exceptionalism can withstand this current moment and save the country from decline. Thank you to this week’s Munk Curators and Supporters. Your contribution supports our efforts to bring back civil and substantive dialogue to the public square. Curators: Dixi LVincent CFrederic GBill M Supporters: Mary GJames HCynthia SMaria Jose MAshvini DTheodora PTim CJacob KJoslyn BEugene TAlexander PHannah WVictor Nstefan SKevin BKristin ESarah CUlrike HKurt JSeth BDan WChristine BJesse BBen RTilanthi JChris BTrevor WAna RMichael CNeil MJim BJordan GFrances AEric PKaren BJOSE A ALawrence CLuke ANatasha MRobert CGintare MErin FJOSIE WJoe WRick CSuzanne HJay Nflorence MSimon JPaola LSylvia AJonathan WCharles LKatrina LDan BJake SSebastian TJulia NMark ANouri CMadeleine SNathaniel JThomas GMichelle GJohn LRichard CRyan LBraxley LPatrice TAviva RAlexis KCathy GMatt MKevin JJocelyn NBen PMike LDavid LArin KJordan HElena TStephanie HDarren KWilliam KRon BAndy DArvind SJulie PPatrick HJuliane SOmri GJohn MColin HJulie CLinda AMichael H To support the Friday Focus podcast consider becoming a donor to the Munk Debates for as little as $25 annually, or $.50 per episode. Canadian donors receive a charitable tax receipt. This podcast is a project of the Munk Debates, a Canadian charitable organization dedicated to fostering civil and substantive public dialogue. More information at www.munkdebates.com.

Danny & Lance begin the show with good intentions and good taste with a follow up to Beyond Meat and Flexitarianism, then discuss the sticky wicket of stock and land inheritances, and whether or not you should disclaim a hefty inheritance. Today's show also features several bonus elements, including a recap of Mrs. Robert's trip to the Vegas Bitcoin Expo and convention robots; an exposition on the alleged death of American Exceptionalism, and a follow-up to the story of Mrs. Roberts' instant pickle recipe. Lance & Jonathan opine with chatroom participants about their first PC's, and Jonathan critiques a ChatGPT-created SWAN Portfolio. Lance and Jonathan Penn conduct a deep dive into why Wall Street is coming after your retirement savings—and what you can do about it. SEG-1: Land Inheritances & Liquidity Issues SEG-2: Mrs. Roberts' Pickles, 1st PC's, & The Swan Portfolio SEG-3: The Death of American Exceptionalism SEG-4: How Wall Street is Coming for Your Retirement Savings RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Danny Ratliff, CFP  Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=fZ-J2YfNC5w&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s ------- Articles mentioned in this show: "Iran Struck By U.S.: Markets, Risk, and Rational Investing" https://realinvestmentadvice.com/resources/blog/iran-stuck-by-u-s-markets-risk-and-rational-investing/ "The Dollar's Death Is Greatly Exaggerated" https://realinvestmentadvice.com/resources/blog/the-dollars-death-is-greatly-exaggerated/ "Oil Price Rise, Not Tariffs, Will Cause CPI To Tick Up" https://realinvestmentadvice.com/resources/blog/oil-price-rise-not-tariffs-will-cause-cpi-to-tick-up/ "The Iran-Israel Conflict And The Likely Impact On The Market" https://realinvestmentadvice.com/resources/blog/the-iran-israel-conflict-and-the-likely-impact-on-the-market/ ------- The latest installment of our new feature, Before the Bell, "Markets' Trajectory Remains Bullish," is here:  https://www.youtube.com/watch?v=DRzdiS6C1vc&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1   ------- Our previous show is here: "Is WW III Off the Table?" https://www.youtube.com/watch?v=aTZR3PEvaxc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- Register for our next live webinar, "Retirement Blueprint Candid Coffee," July 19, 2025: https://streamyard.com/watch/qaMtj3cydgDQ ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #SlowingEconomy #ImpossibleMeat #Flexitarian #StockInheritance #EstatePlanning #PrivateEquity #AlternativeInvestments #RetailInvestors #WallStreetWatch #SmartInvesting #MarketVolatility #InvestingAdvice #Money #Investing

Today's show begins with Marketing Mars. Zara Zimbardo deconstructs the mythologies of American Exceptionalism and Manifest Destiny as they apply to settler colonialism in space, and the billionaire tech bro infatuation with our closest planetary neighbor, Mars. Looking through several analytical frames, Zimbardo debunks any notion that there is a Planet B to escape to, remarking, “we're encouraged to believe that human ingenuity and industry can turn uninhabitable Mars into a habitable Earth. This fantasy is a distraction from the reality that Earth is being rapidly turned into Mars.” Then, we are rejoined by investigative journalist Peter Byrne. We look at his latest installments for Military AI Watch, including the Stargate Fiasco, how World War 3 will be fought inside data centers, and his most recent, AI Battle Space: Weaponizing the 5G Internet of Things. GUESTS: Zara Zimbardo coined the neologism Marsification in collaboration with the Bureau of Linguistical Reality, and co-created the concept album audio artwork Marsification: A Tale of Planetary Grief. She is an Interdisciplinary Studies faculty at the California Institute of Integral Studies. Zara is a member of the curriculum design and facilitation team of Partners for Collaborative Change, with a focus on the interdependence of social justice and the environment, and community-driven climate resilience planning. Peter Byrne is an award-winning investigative reporter and science writer, author of the ongoing series for Project Censored, Military AI Watch.   The post Billionaire fantasies of colonizing Mars / Pentagon going all-in on AI appeared first on KPFA.

Were the Puritans America's first cult? Our guest this week makes a compelling case for yes. Jane Borden is a journalist and the author of Cults Like Us: Why Doomsday Thinking Drives America. In Part 1 of this two-part conversation, she joins us to unpack how Puritan beliefs—think apocalypse prepping, chosen nation syndrome, and the worship of wealth—laid the groundwork for the kind of culty thinking that still thrives in America today. We dig into the legacy of American exceptionalism, the allure of authoritarian leaders, and the ways our pop culture heroes reflect Puritan values more than we realize. Jane also walks us through the tragic case of the Love Has Won cult and explains how power warps empathy, especially when paired with a doomsday mindset. It's a wild ride through history, psychology, and politics, with heavy cult undertones. Check out Jane's book Cults Like Us and more of her work at janeborden.com, and stay tuned for Part 2 next week. Also… let it be known that: The views and opinions expressed on A Little Bit Culty do not necessarily reflect the official policy or position of the podcast. Any content provided by our guests, bloggers, sponsors or authors are of their opinion and are not intended to malign any religion, group, club, organization, business individual, anyone or anything. Nobody's mad at you, just don't be a culty fuckwad. **PRE-ORDER Sarah and Nippy's newest book here Check out our lovely sponsors Join ‘A Little Bit Culty' on Patreon Get poppin' fresh ALBC Swag Support the pod and smash this link Cult awareness and recovery resources Watch Sarah's TEDTalk CREDITS:  Executive Producers: Sarah Edmondson & Anthony Ames Production Partner: Amphibian.Media Co-Creator: Jess Tardy Writer: Kristen Reiter Associate producers: Amanda Zaremba and Matt Stroud of Amphibian.Media   Audio production: Red Caiman Studios Theme Song: “Cultivated” by Jon Bryant co-written with Nygel Asselin  

Is the United States of America a product of divine intervention or mere coincidence? Frank welcomes Patterns of Evidence filmmaker, Tim Mahoney, on the program to discuss his exciting new docu-drama, 'The American Miracle', a film that dives into some of the most astonishing and unexplainable events in America's birth and rise to prosperity and power.During their conversation, Frank and Tim will answer questions like:What are some of the hard-to-believe events that allowed the Americans to win the Revolutionary war?What's the difference between divine providence and a miracle?Did Benjamin Franklin and the rest of the Founding Fathers believe in deism?How did George Washington become such a great leader?Did the founders really believe that slaves were worth 3/5 of a person?How does the film counter false narratives about American history?What's so special about the Bill of Rights?What is the real meaning of American Exceptionalism?How has America been a light to the world in a way that no other nation has ever been able to accomplish?This new film is only in theaters JUNE 9-11 so grab your tickets TODAY and invite your friends and church small group! It just might give you the American history lesson you never got in school.WATCH THE TRAILER & GET YOUR TICKETS HERE!https://americanmiraclemovie.com/GET THE BOOK THAT INSPIRED THE MOVIE!https://bit.ly/3SZ5Jat

Is a summer swoon looming in the stock market for 2025? Lance Roberts & Danny Ratliff explore the historical performance of the S&P 500 and major sectors during the summer months—June through August, and examine whether investors should brace for a seasonal pullback, looking at historical June-to-August returns and volatility trends, what typically drives a summer slowdown in stocks, and sector-by-sector analysis: What holds up best in weak seasonal periods? How do global macroeconomic conditions and slowing growth shape investor behavior? Lance and Danny also discuss how markets listen and absorb news...and adapt. The US is NOT going broke; Lance again discusses the economic benefits of needful government spending on infrastructure projects and the multiplier effect. Danny and Lance also parse a potential bill to ban sitting Congresspersons from investing in markets. SEG-1: Sell in May, or Go Away? SEG-2: Why June Isn't Always a Loser Month for Markets SEG-3: The More Markets Hear, the More They Adapt SEG-4a: Is the US Going Broke? SEG-4b: Should Congress Be Banned from Trading? Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=55_d45otgA4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- Articles mention in this show: "Buying Stocks Is Always Hard" https://realinvestmentadvice.com/resources/blog/buying-stocks-is-always-hard/ "The Narratives Change. Markets Don't." https://realinvestmentadvice.com/resources/blog/the-narratives-change-markets-dont/ "Ray Dalio Is Predicting A Financial Crisis…Again." https://realinvestmentadvice.com/resources/blog/ray-dalio-is-predicting-a-financial-crisis-again/ ------- The latest installment of our new feature, Before the Bell, "Sell in May & Go Away?," is here: https://www.youtube.com/watch?v=k0JoZpN0_40&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Reports of the Death of American Exceptionalism are Greatly Exaggerated," https://www.youtube.com/watch?v=2B9lqcwx9EU&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2063s ------- Register for our next live webinar, "Financial Independence Candid Coffee," June 28, 2025: https://streamyard.com/watch/BUr4UuRVt6Uj ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #SellInMay #MarketRally #AmericanExceptionalism #Dollar #Mag7 #MoneyFlows #SummerSwoon #StockMarketTrends #MarketForecast #Investing2025 #SeasonalInvesting #ArtificialIntelligence #AI #InvestingAdvice #Money #Investing

Is a summer swoon looming in the stock market for 2025?  Lance Roberts & Danny Ratliff explore the historical performance of the S&P 500 and major sectors during the summer months—June through August, and examine whether investors should brace for a seasonal pullback, looking at historical June-to-August returns and volatility trends, what typically drives a summer slowdown in stocks, and sector-by-sector analysis: What holds up best in weak seasonal periods? How do global macroeconomic conditions and slowing growth shape investor behavior? Lance and Danny also discuss how markets listen and absorb news...and adapt. The US is NOT going broke; Lance again discusses the economic benefits of needful government spending on infrastructure projects and the multiplier effect. Danny and Lance also parse a potential bill to ban sitting Congresspersons from investing in markets. SEG-1: Sell in May, or Go Away? SEG-2: Why June Isn't Always a Loser Month for Markets SEG-3: The More Markets Hear, the More They Adapt SEG-4a: Is the US Going Broke? SEG-4b: Should Congress Be Banned from Trading? Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=55_d45otgA4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- Articles mention in this show: "Buying Stocks Is Always Hard" https://realinvestmentadvice.com/resources/blog/buying-stocks-is-always-hard/ "The Narratives Change. Markets Don't." https://realinvestmentadvice.com/resources/blog/the-narratives-change-markets-dont/ "Ray Dalio Is Predicting A Financial Crisis…Again." https://realinvestmentadvice.com/resources/blog/ray-dalio-is-predicting-a-financial-crisis-again/ ------- The latest installment of our new feature, Before the Bell, "Sell in May & Go Away?," is here:  https://www.youtube.com/watch?v=k0JoZpN0_40&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Reports of the Death of American Exceptionalism are Greatly Exaggerated," https://www.youtube.com/watch?v=2B9lqcwx9EU&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2063s ------- Register for our next live webinar, "Financial Independence Candid Coffee," June 28, 2025: https://streamyard.com/watch/BUr4UuRVt6Uj ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #SellInMay #MarketRally #AmericanExceptionalism #Dollar #Mag7 #MoneyFlows #SummerSwoon #StockMarketTrends #MarketForecast #Investing2025 #SeasonalInvesting #ArtificialIntelligence #AI #InvestingAdvice #Money #Investing

In this episode of Finding Common Battle Grounds, Josh, Ryan, and Tom tackle four topics. We start with a discussion of Elon Musk leaving Washington DC, something Ryan partially predicted in November. We explore why and what it means. We then do some rapid fire questions on Biden's cancer diagnosis and Ukraine's sneak attack inside Russia. After that, we discuss whether America is exceptional, particularly as relates to its culture. We all agree that Americans are not morally or biologically superior to anyone else and have no greater moral worth, but Josh is insistent that American culture is superior, Tom seems to lean that way, and Ryan is skeptical.

Is America's global leadership really fading? Lance Roberts & Jonathan Penn reveal the truth behind the “decline of American exceptionalism” narrative, and why the U.S. continues to lead in economic strength, innovation, and global influence. Today's show also features several bonus elements, including a recap of Mrs. Robert's trip to the Vegas Bitcoin Expo and convention robots; an exposition on the alleged death of American Exceptionalism, and a follow-up to the story of Mrs. Roberts' instant pickle recipe. Lance & Jonathan opine with chatroom participants about their first PC's, and Jonathan critiques a ChatGPT-created SWAN Portfolio. Parents have apparently failed an entire generation, if a survey of Google search terms is to be believed; Lance and Jonathan expose homeowner "wilding" as reason enough for HOA's, and Lance closes with the promise of opportunity. And amore focused show tomorrow. SEG-1: Be Careful of Negative Narratives SEG-2a: Convention Robots SEG-2b: The Death of American Exceptionalism SEG-3a: Mrs. Roberts' Pickles, Pt-2 SEG-3b: First PC's & AI Multipliers SEG-3c: The SWAN Portfolio SEG-4a: Google Searches & Parental Failures SEG-4b: Wilding Homeowners SEG-4c: Opportunities are Coming Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=2B9lqcwx9EU&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2063s ------- Articles mention in this show: "Buying Stocks Is Always Hard" https://realinvestmentadvice.com/resources/blog/buying-stocks-is-always-hard/ "The Narratives Change. Markets Don't." https://realinvestmentadvice.com/resources/blog/the-narratives-change-markets-dont/ "Ray Dalio Is Predicting A Financial Crisis…Again." https://realinvestmentadvice.com/resources/blog/ray-dalio-is-predicting-a-financial-crisis-again/ ------- The latest installment of our new feature, Before the Bell, "Beware of Anti-US Narratives ," is here: https://www.youtube.com/watch?v=T5p7sa_q0rI&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Why Buying Stocks is Always hard," https://www.youtube.com/watch?v=24ymsN45E9s&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Register for our next live webinar, "Financial Independence Candid Coffee," June 28, 2025: https://streamyard.com/watch/BUr4UuRVt6Uj ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #AmericanExceptionalism #USEconomicResilience #USGlobalLeadership #AmericasFuture #DebunkTheDecline #Dollar #EmergingMarkets #InternationalMarkets #ForeignCurrency #MoneyFlows #InvestorGreed #ReduceRisk #RaiseCash #MarketConsolidation #AprilVolatility #Gold #Dollar #InvestingChallenges #InvestorMindset #BehavioralFinance #Innovation #ArtificialInetlligence #AI #BitCoin #Robots #SWANPortfolio #HomeOwnership #Wilding #HOA #InvestingAdvice #Money #Investing

Is America's global leadership really fading?  Lance Roberts & Jonathan Penn reveal the truth behind the “decline of American exceptionalism” narrative, and why the U.S. continues to lead in economic strength, innovation, and global influence. Today's show also features several bonus elements, including a recap of Mrs. Robert's trip to the Vegas Bitcoin Expo and convention robots; an exposition on the alleged death of American Exceptionalism, and a follow-up to the story of Mrs. Roberts' instant pickle recipe. Lance & Jonathan opine with chatroom participants about their first PC's, and Jonathan critiques a ChatGPT-created SWAN Portfolio. Parents have apparently failed an entire generation, if a survey of Google search terms is to be believed; Lance and Jonathan expose homeowner "wilding" as reason enough for HOA's, and Lance closes with the promise of opportunity. And amore focused show tomorrow. SEG-1: Be Careful of Negative Narratives SEG-2a: Convention Robots SEG-2b: The Death of American Exceptionalism SEG-3a: Mrs. Roberts' Pickles, Pt-2 SEG-3b: First PC's & AI Multipliers SEG-3c: The SWAN Portfolio SEG-4a: Google Searches & Parental Failures SEG-4b: Wilding Homeowners SEG-4c: Opportunities are Coming Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=2B9lqcwx9EU&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2063s ------- Articles mention in this show: "Buying Stocks Is Always Hard" https://realinvestmentadvice.com/resources/blog/buying-stocks-is-always-hard/ "The Narratives Change. Markets Don't." https://realinvestmentadvice.com/resources/blog/the-narratives-change-markets-dont/ "Ray Dalio Is Predicting A Financial Crisis…Again." https://realinvestmentadvice.com/resources/blog/ray-dalio-is-predicting-a-financial-crisis-again/ ------- The latest installment of our new feature, Before the Bell, "Beware of Anti-US Narratives ," is here:  https://www.youtube.com/watch?v=T5p7sa_q0rI&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Why Buying Stocks is Always hard," https://www.youtube.com/watch?v=24ymsN45E9s&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Register for our next live webinar, "Financial Independence Candid Coffee," June 28, 2025: https://streamyard.com/watch/BUr4UuRVt6Uj ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #AmericanExceptionalism #USEconomicResilience  #USGlobalLeadership #AmericasFuture #DebunkTheDecline #Dollar #EmergingMarkets #InternationalMarkets #ForeignCurrency #MoneyFlows #InvestorGreed #ReduceRisk #RaiseCash #MarketConsolidation #AprilVolatility #Gold #Dollar #InvestingChallenges #InvestorMindset #BehavioralFinance #Innovation #ArtificialInetlligence #AI #BitCoin #Robots #SWANPortfolio #HomeOwnership #Wilding #HOA #InvestingAdvice #Money #Investing

he Dollar has been under s tremndous amount of pressure, which is enticing some investors to move assets into other currencies. As Dollar has declined we've seen a relative increase in Emerging Markets and International Stocks. The narrative now is that the decline in the Dollar is a decline in American Exceptionalism, so money must move away from US stocks. Be very careful with that notion: A longer view of Emerging Markets and International's will show those asset classes have still not quite made up for losses over the past 5-years. And an impartial look at where economic growth is going to occur in the future shows it's not going to be in Europe or emercing countries. They will benefit from a strong US market to come, but they're not going to be the drivers of innovation and growth. Another long-term view of the Dollar's performance reveals that it is now higher than it was ten-years ago.  Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO  Produced by Brent Clanton, Executive Producer ------- Watch the video of this report here: https://www.youtube.com/watch?v=T5p7sa_q0rI&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Get more info & commentary:  https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Register for our next live webinar, "Financial Independence Candid Coffee," June 28, 2025: https://streamyard.com/watch/BUr4UuRVt6Uj ------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #AmericanExceptionalism #Dollar #EmergingMarkets #InternationalMarkets #ForeignCurrency #MoneyFlows #20DMA #50DMA #100DMA #200DMA #InvestingAdvice #Money #Investing

On WSJ's Take On the Week, co-hosts Telis Demos and Gunjan Banerji start the show by diving into the latest tariff updates. What does the ruling from the U.S. Court of International Trade mean for investors? Plus, the co-hosts look ahead to the upcoming jobs report for insight on economic uncertainties, including what indicators may point toward a recession.   Later on the show, David Kelly, J.P. Morgan Asset Management's chief global strategist and head of the firm's global market insights strategy team, explains why international markets are outperforming the U.S. and what the ongoing trade tensions mean for investors' portfolios. He shares insights on the weakening U.S. dollar, the importance of global investment diversification, and which regions investors should keep in mind. This is WSJ's Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street's banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. Have an idea for a future guest or episode? How can we better help you take on the week? We'd love to hear from you. Email the show at takeontheweek@wsj.com. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com  Further Reading   Tariff Ruling Is a Setback for Trump but Doesn't End Trade War  How the Reversal of the ‘American Exceptionalism' Trade Is Rippling Around the Globe  As Markets Swooned, Pros Sold—and Individuals Pounced  For more coverage of the markets and your investments, head to WSJ.com, WSJ's Heard on The Street Column, and WSJ's Live Markets blog. Sign up for the WSJ's free Markets A.M. newsletter.   Learn more about your ad choices. Visit megaphone.fm/adchoices

President Trump's tariffs are being negated by Trade Courts, and markets feel inspired. Nvidia reports earnings, and is poised for a 6% gain today; we're still on the cusp of all that AI can do. Lance and Michael discuss the importance of recognizing and shutting out the narratives that distract investors; why we all seem to need a reason "why" things are as they are. Commentary on Nvidia's technology "moat;" comparisons to Apple's growth curve. How narratives matter (and do not); fundamentals are still long-term market drivers. The relationship between deficits and interest rates explored; beware of being too attached to any narrative. "The End of American Exceptionalism?" Don't you believe it. Consumer confidence...what is the Money Supply doing. SEG-1: Nvidia Earnings & Cusp of AI Growth SEG-2: Shifting Narratives & Reasons Why SEG-3: Fundamentals Drive Markets Long-term SEG-4: Why Tariffs are NOT Inflationary Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=mIl8rM1AW6w&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2&t=2s ------- Articles mention in this show: "The Anchoring Problem And How To Solve It" https://realinvestmentadvice.com/resources/blog/the-anchoring-problem-and-how-to-solve-it/ "Trump Tariffs Are Inflationary Claim The Experts" https://realinvestmentadvice.com/resources/blog/trump-tariffs-are-inflationary-claim-the-experts/ ------- The latest installment of our new feature, Before the Bell, "The Correction is Over," is here: https://www.youtube.com/watch?v=_utj49L0G3I&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Nvidia Day!" https://www.youtube.com/watch?v=WWSQGN1zFrg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Register for our next in-person event, "Retirement Income Empowerment Workshop," June 14, 2025: https://tracking.realinvestmentadvice.com/l/1052953/2025-05-08/ysxr ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #CorrectionOver #NVDA #NvidiaStock #TechStocks #StockMarketNews #MoneyFlows #Nvidia #TrumpTariffs #Inflation #MarketCorrection #MarketPullback #MarketConsolidation #20DMA #50DMA #100DMA #200DMA #MarketNarratives #InvestingAdvice #Money #Investing

President Trump's tariffs are being negated by Trade Courts, and markets feel inspired. Nvidia reports earnings, and is poised for a 6% gain today; we're still on the cusp of all that AI can do. Lance and Michael discuss the importance of recognizing and shutting out the narratives that distract investors; why we all seem to need a reason "why" things are as they are. Commentary on Nvidia's technology "moat;" comparisons to Apple's growth curve. How narratives matter (and do not); fundamentals are still long-term market drivers. The relationship between deficits and interest rates explored; beware of being too attached to any narrative. "The End of American Exceptionalism?" Don't you believe it. Consumer confidence...what is the Money Supply doing. SEG-1: Nvidia Earnings & Cusp of AI Growth  SEG-2: Shifting Narratives & Reasons Why SEG-3: Fundamentals Drive Markets Long-term SEG-4: Why Tariffs are NOT Inflationary Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=mIl8rM1AW6w&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2&t=2s ------- Articles mention in this show: "The Anchoring Problem And How To Solve It" https://realinvestmentadvice.com/resources/blog/the-anchoring-problem-and-how-to-solve-it/ "Trump Tariffs Are Inflationary Claim The Experts" https://realinvestmentadvice.com/resources/blog/trump-tariffs-are-inflationary-claim-the-experts/ ------- The latest installment of our new feature, Before the Bell, "The Correction is Over," is here:  https://www.youtube.com/watch?v=_utj49L0G3I&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Nvidia Day!" https://www.youtube.com/watch?v=WWSQGN1zFrg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Register for our next in-person event, "Retirement Income Empowerment Workshop," June 14, 2025: https://tracking.realinvestmentadvice.com/l/1052953/2025-05-08/ysxr ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #CorrectionOver #NVDA #NvidiaStock #TechStocks #StockMarketNews #MoneyFlows #Nvidia #TrumpTariffs #Inflation #MarketCorrection #MarketPullback #MarketConsolidation #20DMA #50DMA #100DMA #200DMA #MarketNarratives #InvestingAdvice #Money #Investing

In this Rich Girl Roundup review: We're discussing a uniquely challenging crop of feedback, critiques, and questions about… the episode that generated some rousing back-and-forth about American exceptionalism the conversation that prompted some of you to reach out and share your successes and horror stories one writer's work that elevated my understanding of the relationship between our material conditions and family planning

In this episode of the UpWords Podcast, Dan Hummel interviews John Wilsey, a professor and author, about his book, Religious Freedom: A Conservative Primer. They explore the broader themes of conservatism, emphasizing its historical roots, the importance of tradition, and the concept of aspirational conservatism. The conversation delves into key figures in conservative thought, the role of the conservative imagination, and the significance of religious freedom in contemporary society.John D. Wilsey is professor of church history and chair of the Department of Church History and Historical Theology at The Southern Baptist Theological Seminary in Louisville, Kentucky. He is also a research fellow with the Center for Religion, Culture, and Democracy. His publications include American Exceptionalism and Civil Religion: Reassessing the History of an Idea, God's Cold Warrior: The Life and Faith of John Foster Dulles, and Religious Freedom: A Conservative Primer.Chapters00:00 Exploring Conservatism Beyond Politics05:07 The Role of Tradition in Conservatism11:18 Aspirational Conservatism Explained19:24 Key Figures in Conservative Thought39:27 The Conservative Imagination and Inner Life46:26 Religious Freedom and Its Importance TakeawaysConservatism is more than just politics; it's a worldview.Tradition plays a crucial role in understanding conservatism.Aspirational conservatism seeks to align with transcendent values.Key figures like Burke, Kirk, and Virick shape conservative thought.The conservative imagination informs our inner life and values.Religious freedom is essential for a flourishing society.Conservatives should advocate for the rights of all, including minorities.History is a vital aspect of the Christian faith and conservatism.Conservatives must manage change rather than resist it.The relationship between freedom and responsibility is fundamental.

Happy Mothers Day Weekend! Who will celebrate the holiday of Mothers day, and how can progressives celebrate if they can't call a mother...a mom?  President Trump announces new plan for self deportations of illegal migrants. Discussion of due process for illegal criminals, American rights, and American exceptionalism.  Is it time to end the Patriot Act?

After President Trump issued his wide-sweeping tariffs, the media was quick to say that America would pay major economic consequences, knocking the U.S. from its top spot and “creating a new world order.” Charles says American exceptionalism isn't just a fad. He speaks with Martin Capital Founder & CEO Rod Martin about how the President's tariffs and trade deals are focused on keeping America's economy strong in the long run. Learn more about your ad choices. Visit podcastchoices.com/adchoices

   While the media tried to tell America that president Trump is the least popular commander in chief ever, Trump was taking a victory lap with an incredible speech in Michigan.  It was a total takedown of globalists, a boost for working folks and a complete tribute to American Exceptionalism.  And, you probably laughed your tail off he was so funny.    We've learned more disturbing details about firefighter Graham Hoffman's death this weekend at the hands of a mad woman in his ambulance.  Also, a son in Grain Valley is looking at years and years in prison for being the worst son on earth.    That viral video of the speed boat crashing in Arizona gets even more interesting.  They won the race... and.... the team is from KC.  We have the details.    The Royals win another low scoring game, 3-1 over the Rays.  It's never comfortable or easy with this light hitting team... but maybe we are missing the big picture.    The Chiefs make commitments to two young defensive starts, a former tight end was right all along about Shedeur Sanders and a writer that puts out a gripe list focuses on places he hates leaving tips.

Are we now living in a Great Powers Competition or Great Powers Cooperation? The story changes daily, so pay close attention to be able to make any kind of sense of it all.  Topics include: technology, transhumanism, singularity, global tech war, development, trade, geopolitics, propaganda, social media information war space, influence operations, Huawei microchip developments, TSMC, Taiwan and China, GPU, graphics chips, AI, LLMs, NVIDIA, tariffs, AI arms race, 910C chip, SMIC fab, Sophgo, threats of invasion, changing perceptions of the Great Powers Competition, CFR, silliness of propaganda narratives, exploiting American bias, government claiming to be business, exploitation of American conspiracy culture, philosophy of current presidential administration based on conspiracy ideas, American Exceptionalism as a weakness, Russian influence ops, question of scale, Tim Pool in Whitehouse press room, Bizzaro Nature Boy, flimsy ideological environment, no consensus, dependency on digital information space, Elon Musk inflated autobiography, Big Tech power brokers both powerful and foolish, believing your own propaganda

The Age of Transitions and Uncle 4-25-2025AOT#458Are we now living in a Great Powers Competition or Great Powers Cooperation? The story changes daily, so pay close attention to be able to make any kind of sense of it all. Topics include: technology, transhumanism, singularity, global tech war, development, trade, geopolitics, propaganda, social media information war space, influence operations, Huawei microchip developments, TSMC, Taiwan and China, GPU, graphics chips, AI, LLMs, NVIDIA, tariffs, AI arms race, 910C chip, SMIC fab, Sophgo, threats of invasion, changing perceptions of the Great Powers Competition, CFR, silliness of propaganda narratives, exploiting American bias, government claiming to be business, exploitation of American conspiracy culture, philosophy of current presidential administration based on conspiracy ideas, American Exceptionalism as a weakness, Russian influence ops, question of scale, Tim Pool in Whitehouse press room, Bizzaro Nature Boy, flimsy ideological environment, no consensus, dependency on digital information space, Elon Musk inflated autobiography, Big Tech power brokers both powerful and foolish, believing your own propagandaUTP#366Uncle talks about the NFL draft and his early successes making videos on TikTok. Topics include: last shows using Skype, NFL draft news, Shedeur Sanders, edger on defense, LA Rams, Pete Carroll new Raiders coach, Cooper Kupp trade to Seahawks, TikTok progress, going live, reposting short videos across platforms, watching YouTube guru videos, baseball, Mets, UAP sightings, Vancouver BC, trouble first time caller, how the calls work, technical difficulties, Phillies tough season, content ideas for TikTok, Roblox video, good engagement, YouTube shorts videos, good view counts, mustard on shirt tag, transcriptions of videos, Uncle cookbook, Ochelli Radio Network possible bonus content, Patreon changes for Mac users, Chuck's donuts customer service call to radio show, guilt by association, feedback on Uncle show, cross promotion, Naked Internet, shout outsFRANZ MAIN HUB:https://theageoftransitions.com/PATREONhttps://www.patreon.com/aaronfranzUNCLEhttps://unclethepodcast.com/ORhttps://theageoftransitions.com/category/uncle-the-podcast/FRANZ and UNCLE Merchhttps://theageoftransitions.com/category/support-the-podcasts/Email Chuck or PayPalblindjfkresearcher@gmail.comBE THE EFFECTListen/Chat on the Sitehttps://ochelli.com/listen-live/TuneInhttp://tun.in/sfxkxAPPLEhttps://music.apple.com/us/station/ochelli-com/ra.1461174708Ochelli Link Treehttps://linktr.ee/chuckochelli

On the fifty-seventh episode of the Constitutionalist, Shane and Matthew discuss Volume 1, Chapter 2 of Alexis De Tocqueville's "Democracy in America." We want to hear from you! Constitutionalistpod@gmail.com The Constitutionalist is proud to be sponsored by the Jack Miller Center for Teaching America's Founding Principles and History. For the last twenty years, JMC has been working to preserve and promote that tradition through a variety of programs at the college and K-12 levels. Through their American Political Tradition Project, JMC has partnered with more than 1,000 scholars at over 300 college campuses across the country, especially through their annual Summer Institutes for graduate students and recent PhDs. The Jack Miller Center is also working with thousands of K-12 educators across the country to help them better understand America's founding principles and history and teach them effectively, to better educate the next generation of citizens. JMC has provided thousands of hours of professional development for teachers all over the country, reaching millions of students with improved civic learning. If you care about American education and civic responsibility, you'll want to check out their work, which focuses on reorienting our institutions of learning around America's founding principles. To learn more or get involved, visit jackmillercenter.org. The Constitutionalist is a podcast co-hosted by Professor Benjamin Kleinerman, the RW Morrison Professor of Political Science at Baylor University and Founder and Editor of The Constitutionalist Blog, Shane Leary, a graduate student at Baylor University, and Dr. Matthew Reising, a John and Daria Barry Postdoctoral Research Fellow at Princeton University. Each week, they discuss political news in light of its constitutional implications, and explore a unique constitutional topic, ranging from the thoughts and experiences of America's founders and statesmen, historical episodes, and the broader philosophic ideas that influence the American experiment in government.

Center for Civil Society's YouTube Channel

Nationally syndicated financial columnist and author Terry Savage joins John Williams to talk about the market swings the last few days, the damage that has been done to America’s standing in the world, and what this could mean for the markets and the economy overall. And as always, Terry answers all of your financial questions.

We're throwing it back to 2003 with this episode about the beloved swashbuckler hit, Pirates of the Caribbean. Hannah and Marcelle start with a review of the political climate in the early aughts, with a particular focus on 9/11, George W. Bush's presidency and the illegitimate "War on Terror." Marcelle offers some details about the Disneyland ride that inspired the franchise, the film's production challenges, and the film's eventual success. Together, Hannah and Marcelle consider Pirates of the Caribbean's unexpected box office success in relation to American Exceptionalism and the United States' invasion of Afghanistan and Iraq.Join us for a ride as we delve into American imperialism, the allure of piracy, the appeal of Jack Sparrow (the anti-hero) and Will Turner (the good guy gone rogue), and the enduring popularity of this film released over two decades ago!To learn more about Material Girls, head to our Instagram at instagram.com/ohwitchplease! Or check out our website ohwitchplease.ca. We'll be back in two weeks with a Material Concerns episode, but until then, go check out all the other content we have on our Patreon at Patreon.com/ohwitchplease! Patreon is how we produce the show and pay our team! Thanks again to all of you who have already made the leap to join us there! We're currently doing a Patreon push, so please consider joining today to get all our extra perks, along with the backlog of bonuses!***Material Girls is a show that aims to make sense of the zeitgeist through materialist critique* and critical theory! Each episode looks at a unique object of study (something popular now or from back in the day) and over the course of three distinct segments, Hannah and Marcelle apply their academic expertise to the topic at hand.*Materialist Critique is, at its simplest possible level, a form of cultural critique – that is, scholarly engagement with a cultural text of some kind – that is interested in modes of production, moments of reception, and the historical and ideological contexts for both. Materialist critique is really interested in the question of why a particular cultural work or practice emerged at a particular moment. Hosted on Acast. See acast.com/privacy for more information.

Last weekend, I neglected to finish my Notes on the Week Ahead as I got caught up in watching the Masters. In truth, it was mostly a battle between Rory McIlroy's emotions, which produced two double-bogeys in his final round, and his exceptional skill, which propelled his second playoff shot to within three feet of the hole. I was particularly happy to see his victory since he hails from the same island as myself, But I was also glad to see him win because, at 35, he is no longer in the first blush of youth. It is a sad truth that in athletics, as in life, no-one soars forever. Twenty years from now, McIlroy will probably still be a fine golfer – training and resilience should see to that. But he may no longer be exceptional.

America's economic dynamism, deep capital markets, and stellar equity returns have long made it the top destination for capital. But with US stocks, Treasuries, and the dollar all sliding together, cracks are appearing in the image of American exceptionalism. Could mounting chaos really lead investors to turn away from Uncle Sam?And in today's Dumb Question of the Week: Why would you ever buy another country's bonds? --- Thank you to Trading 212 for sponsoring this episode. Claim free fractional shares worth up to ‎£⁠100. Just create and verify a Trading 212 Invest or Stocks ISA account, make a minimum deposit of £1, and use the promo code "RAMIN" within 10 days of signing up, or use the following link: Sponsored Link. Terms apply - trading212.com/join/RAMIN When investing, your capital is at risk and you may get back less than invested. Past performance doesn't guarantee future results. Pies & Autoinvest is an execution-only service. Not investment advice or portfolio management. Automatic investing refers to executing scheduled deposits. You are responsible for all investment and rebalancing decisions. Free shares can be fractional. 212 Cards are issued by Paynetics which provide all payment services. T212 provides customer support and user interface. Terms and fees apply. ---Get in touch

As the dollar falls and yields climb, we're asking if this is the beginning of the end of American exceptionalism. Former Treasury Secretary Janet Yelling telling CNBC President Trump's trade policies are “completely chaotic” after the administration exempted some tech from the newest round of tariffs over the weekend, but then promised there would be different levies on the way. We look at the potential pains and gains, and where investors can ride out the ongoing uncertainty.  

Everyone is a victim of American Exceptionalism.  Topics include: podcast reviews, algorithms and shadow banning, future listens, Herbivorize Predators livestream debate, Robin Unger, Carroll Quigley, Uncle livestreams, normal life, digital world, contradictions, transhumanism, Martine Rothblatt, new propaganda narrative, Destroy and Rebuild, regime change, civil liberties, talking points, Joe Rogan's podcast spinoff TV show, merging with machines, Elon Musk, X as propaganda platform, Tesla boycott is working, vandalism of Tesla as propaganda, fire symbol, uptick in racist posts, typical progression to full white supremacy, mainstreaming of fringe ideas, conspiracy culture, no talk about occult concepts, globalism, Great Powers competition, US national identity crisis, clashing with former allies, global influence ops, strength, China, Russia, fall of Soviet Union, trained to only look inward, veiled national arrogance, possible collusion between domestic and foreign power players, heresy, closed minds, tariffs, new American imperialism, North American Union, rare Earths, Greenland, Social Darwinism, leaders can barely speak, throat nanobots used to neutralize targeted individuals via squirt gun

The Age of Transitions and Uncle 4-4-2025AOT# 455Everyone is a victim of American Exceptionalism. Topics include: podcast reviews, algorithms and shadow banning, future listens, Herbivorize Predators livestream debate, Robin Unger, Carroll Quigley, Uncle livestreams, normal life, digital world, contradictions, transhumanism, Martine Rothblatt, new propaganda narrative, Destroy and Rebuild, regime change, civil liberties, talking points, Joe Rogan's podcast spinoff TV show, merging with machines, Elon Musk, X as propaganda platform, Tesla boycott is working, vandalism of Tesla as propaganda, fire symbol, uptick in racist posts, typical progression to full white supremacy, mainstreaming of fringe ideas, conspiracy culture, no talk about occult concepts, globalism, Great Powers competition, US national identity crisis, clashing with former allies, global influence ops, strength, China, Russia, fall of Soviet Union, trained to only look inward, veiled national arrogance, possible collusion between domestic and foreign power players, heresy, closed minds, tariffs, new American imperialism, North American Union, rare Earths, Greenland, Social Darwinism, leaders can barely speak, throat nanobots used to neutralize targeted individuals via squirt gun UTP# 363Has Uncle been red pilled by Media Morpheus? Topics include: Super Bowl dollars are out, Hard Mountain Dew reviews, soda mixers with JD, nano pop, TikTak videos, good and bad news, trying to book attorneys as guests, Media Morpheus, many booking agents named Collins, PayPal fees, possible scam, red pilled, sugar free drinks, Code Red, livestream channels, Baja Blast, Andy Kaufman, Taxi show, SNL, Tom Green, internet media history, Bedtime Beatles, California radio stations, college radio, Mae Brussell, radio preachers, graphics for video, VHS Watch Party stream, Creative Accidents found news article from DallasFRANZ MAIN HUB:https://theageoftransitions.com/PATREONhttps://www.patreon.com/aaronfranzUNCLEhttps://unclethepodcast.com/ORhttps://theageoftransitions.com/category/uncle-the-podcast/FRANZ and UNCLE Merchhttps://theageoftransitions.com/category/support-the-podcasts/Email Chuck or PayPalblindjfkresearcher@gmail.comBE THE EFFECTListen/Chat on the Sitehttps://ochelli.com/listen-live/TuneInhttp://tun.in/sfxkxAPPLEhttps://music.apple.com/us/station/ochelli-com/ra.1461174708Ochelli Link Treehttps://linktr.ee/chuckochelli

Charles gives his daily take on Making Money: Despite the mayhem in the markets, Charles Payne isn't worried about what's going on in the markets right now. He talks to U.S. Special Presidential Envoy Ric Grenell about how the tariffs change the status quo and who in America benefits from that status quo. Later, they discuss the Trump tariff plan from a diplomacy point of view. Learn more about your ad choices. Visit podcastchoices.com/adchoices

It's time for America to take back its education system and teach the coming generations in the proper way to go — meaning, let's leave the Marxism at home. American Exceptionalism relies on the idea that individual freedoms and rights come from a Creator; that each and every individual is born with God-given rights and liberties. And it also relies on the idea that America has done great good in the world.  But today's schools are teaching the opposite — that there is no God, that government is the provider of all and that America is the root of all that's gone wrong in the world. Colorado Christian University's president, Eric Hogue, talks about how to save education, save the minds of America's youth and ultimately, save America.

The rhetoric of “hopium” is failing as ecological overshoot deepens. “Hopium”, a colloquial term that is a blend of the words “hope” and “opium” (as though it were a drug), represents a faith in technological and market-based solutions to address our multiple reinforcing crises, despite evidence to the contrary. We're living in the long defeat and we must own and confront it with courage. Award-winning essayist, Pamela Swanigan, joins us. Highlights include: How children's literature is full of reverence for nature but children's literature analysis done in the academy is dominated by the perspective of human exceptionalism; The role that Judeo-Christianity has played in promoting the worldview of human exceptionalism while destroying the millennia-old biophilic and animistic belief systems; Why Pamela was astonished that she won the Berggruen Prize Essay Competition given the magical thinking of human exceptionalism and techno-solutionism embodied by the attendees; Social reformer and US Commissioner for the Bureau of Indian Affairs John Collier's concept of the 'long hope'- that indigenous cultures and their nature-sacralizing beliefs could help humanity survive after the collapse of techno-industrial civilization; Why the delusional and pervasive rhetoric of hope among social change advocates (such as Jane Goodall and David Suzuki) defies evidence, and why we must embrace JRR Tolkien's concept of the 'long defeat' in order to courageously fight against ecological destruction and social injustice. See episode website for show notes, links, and transcript:  https://www.populationbalance.org/podcast/pamela-swanigan   OVERSHOOT | Shrink Toward Abundance OVERSHOOT tackles today's interlocked social and ecological crises driven by humanity's excessive population and consumption. The podcast explores needed narrative, behavioral, and system shifts for recreating human life in balance with all life on Earth. With expert guests from wide-ranging disciplines, we examine the forces underlying overshoot: from patriarchal pronatalism that is fueling overpopulation, to growth-biased economic systems that lead to consumerism and social injustice, to the dominant worldview of human supremacy that subjugates animals and nature. Our vision of shrinking toward abundance inspires us to seek pathways of transformation that go beyond technological fixes toward a new humanity that honors our interconnectedness with all beings.  Hosted by Nandita Bajaj and Alan Ware. Brought to you by Population Balance. Learn more at populationbalance.org Copyright 2025 Population Balance

Controversy over the New York Yankees' use of the "Torpedo Bat." The Philadelphia Eagles' trademark "tush push" play up for debate during the NFL's owners meeting. Reaction to the NCAA Tournament Final 4 line up. Host of the 3 Knockdown Rule podcast, Steve Kim joins Cofield & Company to discuss Pardon the Interruption's Michael Wilbon's comments on the issues with ESPN's coverage, detail how LeBron James' on-going conflict with Stephen A. Smith is changing the landscape of media coverage, review the criticism toward the NCAA Tournament over the lack of upsets, and preview the stacked boxing events coming in the month of May.

Paul Hickey of Bespoke Investment Group and Jose Rasco of HSBC break down the latest market trends. Rockefeller International Chairman Ruchir Sharma discusses his latest Financial Times piece on the decline of American exceptionalism. Informatica CEO Amit Walia weighs in on cloud, AI, and macro uncertainty. Canaccord Genuity's George Gianarikas analyzes Tesla's outlook and its run higher in the past week. Plus, CNBC's exclusive Global CFO Survey reveals top concerns on inflation, Trump policies, and the Fed's impact.

   While Donald Trump has everyone talking Tariffs and Elon and wars, he's quietly building something that could be his lasting legacy.... exporting the ideals that have led to American Exceptionalism.   It's taking root everywhere as Greenland votes for Independence.  Lets Make Earth Great Again!     Libs are losing work as elected officials, federal employees and members of the media.  We wondered all these years how they've stayed afloat and now one big closure has shut them all down.    Patrick Mahomes and Chris Jones rework their contracts to create millions in cap space for free agents.  West Virginia's football coach doesn't like his players dancing in tights, a tour caddy has the best day ever at the TPC Sawgrass and a rock star has to take a break for health reasons.

What goes up? Uncertainty - that word again! American Exceptionalism - the theme for 2025 that is fizzling out quickly. Back from India - Namaste.... Psychological Indicators. PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter  Warm-Up - What goes up? - Uncertainty - that word again! - American Exceptionalism - the theme for 2025 that is fizzling out quickly. - Back from India - Namaste.... - Psychological Indicators Markets - Follow up - "They call it dumb money - ruling again" - how did that turn out? ---- Quantum stocks down 40-50% YTD - Billionaires - kissing the ring and getting rug pulled - TRILLIONS (4) lost in market cap - in the name of what again? (MAGA?) Make America God Awful? - Germany's stock market hits all-time high (even though economy is not doing well) - President Donald Trump marked his 50th day in office on Monday. So far, the stock market is off to its worst start since President Barack Obama's first term in 2009. (Have to go back to Nixon for the next "worst" start comparison) Monday Markets - Worst day for the Nasdaq since late 2022 (-4%) - Tesla plunged 15% - worst day on 5 years (Emperor Elon has new clothes?) Market Update (YTD) - NAS100 down 7% - SPY down 4.5% - SPY Equal Weight down 0.5% - ! Russell 100 Growth Down 10.5% , Russell 1000 Value up 1% - Cruise ships and Airlines - Down 20-30% - Emerging Markets UP 3.5% - European Stocks up 7% - China up 16% - Nat gas up 50% - WTI Crude - Down 7%| - 40% of the stocks in the S&P 500 are off 20% from their recent highs Down from the highs Smacked Stocks Is This the Plan? - Tariffs as negotiating chip? --- How Is that working? - Slashing Government employees and spending --- Is this the Twitter Plan of re-org? - Deregulation? - Tax Cuts? - Bitcoin Reserve (major disappointment?) --- Just the forfeited crypto from criminal or civil asset forfeiture proceedings. - US Sovereign Wealth Fund ---- Are they taking down markets to get better pricing to then prop up? - Rates are Down - but not for a good reason (10Yr @ 4.2%) - - Recession concerns are growing When will Fed step in to save the day? --- Fed has taken harder stance - but they don't have the backbone to stay out of it if markets cave Crypto Check - Not good - Bitcoin - big bump post election and then faded - back to exactly where it was pre-election - ETH - back to levels from Nov 2023 How are the Big Boys doing this year? - Billionaire Index Top Movers.... Billions and Billions Elon Update - TSLA - For seven straight weeks, since Elon Musk went to Washington, D.C. to join the Trump administration, shares in his automaker have declined, closing on Friday at $270.48. It's the longest such losing streak for Tesla in its 15 years as a public company. - Several Wall Street firms this week, including Bank of America, Baird and Goldman Sachs, cut their price targets on Tesla. - Elon was bemoaning how hard it was on him and companies right now....running them "with great difficulty" - President Trump said that in light of this "boycott" of Tesla by the public - he is going out to buy a new Tesla this morning as a sign of support. Quick AI Check - Tech Update - Oracle issued quarterly results on Monday that trailed analysts' estimates, but the company offered bullish comments on its cloud infrastructure segment. - Earnings per share: $1.47 adjusted vs. $1.49 expected - Revenue: $14.13 billion vs. $14.39 billion expected - Revenue increased 6% from $13.3 billion in the same period last year. Net income rose 22% to $2.94 billion, or $1.02 a share, from $2.4 billion, or 85 cents a share, a year earlier

In this episode of The P.A.S. Report Podcast, Professor Nick Giordano welcomes Cheryl Chumley to discuss her new book, God-Given or Bust: Defeating Marxism and Saving America with Biblical Truths. As the battle between faith and government control intensifies, Cheryl explains how America is at a crossroads – either reclaim our God-given rights or succumb to Marxist ideology. They break down the erosion of religious liberty, the dangers of government-granted rights, and how President Trump's administration is working to reestablish faith at the center of American life. With policies aimed to combat secular overreach, Cheryl outlines how people can rise up, inject biblical values into society, and ensure that America remains a nation rooted in freedom, not authoritarianism. Episode Highlights: • The rise of Marxist ideology and how it threatens God-given rights in America. • President Trump's efforts to restore faith in government, including his White House faith-based initiatives. • The urgent need for Americans of faith to reclaim their role in shaping policy, culture, and the future of the country.