Podcasts about behind the curve

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Best podcasts about behind the curve

Latest podcast episodes about behind the curve

United Public Radio
(REPEAT) S04E29 - September 1, 2022 – Beyond The TinFoil Hat with Ryan Stacey – Mark Sargent

United Public Radio

Play Episode Listen Later Oct 7, 2025 119:58


Are we inside a Truman show enclosed world, thousands of miles wide? This is part of a series of videos that shows not only is it possible, but likely. Mark K Sargent growing up on South Whidbey Island, Washington, started his career playing computer games professionally in Boulder Colorado. From there he spent the next 20 years training people in proprietary software. In 2014, he looked into what is no doubt the strangest conspiracy ever, called "Flat Earth Theory", and through extensive research, discovered that it wasn't so laughable after all. In 2015, he released a series of YouTube videos titled "Flat Earth Clues", which delves into the possibility of our human civilization actually being inside a "Truman show" like enclosed system, and how it's been hidden from the public since 1956. You can find Mark's content on YouTube, in books on Amazon and in the Netflix documentary Behind The Curve.

Dukes & Bell
Falcons 'always behind the curve' as they move OC to field from coaches box

Dukes & Bell

Play Episode Listen Later Sep 22, 2025 12:09


Carl and John get right back to Falcons talk and agree that the disappointing loss to the Panthers is not all on Michael Penix Jr. and coaching has to be held accountable for a lot of the issues with the team in Sunday's loss.

Dukes & Bell
Hr4 - Falcons 'always behind the curve' as they move OC to field from coaches box

Dukes & Bell

Play Episode Listen Later Sep 22, 2025 36:16


In the final hour of today's show, the guys discuss the comments today from Raheem Morris moving Zac Robinson the the field to call plays. Can we expect this to have an impact on the Commanders game?

LSU Sports Zone
Clemson and Dabo Sweeney falling behind the curve in the transfer portal

LSU Sports Zone

Play Episode Listen Later Sep 20, 2025 9:00


Herb and Mike take a look at the slow downfall of Clemson football under Dabo Sweeney; plus a look at the adapt-or-retire state of college football and the transfer portal

The Rate Guy
Friday's Jobs Report Means The Fed is Already Behind the Curve

The Rate Guy

Play Episode Listen Later Sep 7, 2025 25:22


On this episode of The Rate Guy we discuss jobs and the shocking data that came out last week and how that (and a few other factors) will influence the Fed with their decision on cutting rate next week. 

Conspiracy Theory Or Not?
Behind The Curve: The Flat Earth Revolution

Conspiracy Theory Or Not?

Play Episode Listen Later Aug 24, 2025 95:38 Transcription Available


Journey into the explosive movement challenging everything we thought we knew about our world. Through unprecedented access to the Flat Earth community's leading minds and private gatherings, we expose why thousands of people are rejecting centuries of scientific consensus. From high-powered laser experiments to Antarctic ice wall theories, discover how a growing global movement is building evidence for their revolutionary worldview. This episode reveals the hidden NASA conspiracies, the sophisticated experiments being conducted by citizen researchers, and the profound questions about reality itself that have turned ordinary people into passionate truth-seekers challenging the globe model.

The Boortz Report
Boortz Report: Behind the Curve

The Boortz Report

Play Episode Listen Later Aug 14, 2025 2:46


The Flat Earthers have gotten to Boortz again. This time, it's a documentary about these wackos who somehow still believe the Earth is a frisbee flying through space surrounded by a protective wall. It's hard to believe these dummies manage to navigate life.See omnystudio.com/listener for privacy information.

The Morning Xtra
Boortz Report: Behind the Curve

The Morning Xtra

Play Episode Listen Later Aug 14, 2025 2:46


The Flat Earthers have gotten to Boortz again. This time, it's a documentary about these wackos who somehow still believe the Earth is a frisbee flying through space surrounded by a protective wall. It's hard to believe these dummies manage to navigate life.Atlanta's ONLY All Conservative News & Talk Station.: https://www.xtra1063.com/See omnystudio.com/listener for privacy information.

MONEY FM 89.3 - Prime Time with Howie Lim, Bernard Lim & Finance Presenter JP Ong
Market View: Foxconn's earnings in focus; Japanese Yen up against USD after Bessent said BoJ was “behind the curve” in fight against inflation; Bitcoin hit record high on rate cut bets, financial reforms; Lenovo reports better-than-expected profit as

MONEY FM 89.3 - Prime Time with Howie Lim, Bernard Lim & Finance Presenter JP Ong

Play Episode Listen Later Aug 14, 2025 15:53


Singapore shares fell today as investors digest a flurry of earnings out of the country in recent days. The Straits Times Index was down 0.40% at 4,255.79 points at 11.59am Singapore time, with a value turnover of S$900.51M seen in the broader market. In terms of companies to watch, we have CapitaLand Investment, after the group today posted net profit of S$287 million for H1 ended June 2025, 13 per cent down from S$331 million in the year-ago period. Elsewhere, from how shares of ST Engineering tumbled 6.4 per cent early on, despite announcing better first-half results, to how Lenovo’s profit beats estimates as firms ramped up on purchases of personal computers ahead of potential new US tariffs, more corporate and international headlines remain in focus. Also on deck – a quick look at Foxconn’s latest results as well as how Bitcoin hit a record high on the back of financial reforms and rate cut bets. On Market View, Money Matters’ finance presenter Chua Tian Tian dived into the details with David Chow, Director, Azure Capital. See omnystudio.com/listener for privacy information.

The John Batchelor Show
#Markets: Fed Behind the Curve. Liz Peek, The Hill, Fox News and Fox Business

The John Batchelor Show

Play Episode Listen Later Aug 13, 2025 14:13


#Markets: Fed Behind the Curve. Liz Peek, The Hill, Fox News and Fox Business 1640K

Gravity Healthcare Hacks
Will PDPM Medicaid Sink Your Facility? What You Need to Know Before You Fall Behind the Curve

Gravity Healthcare Hacks

Play Episode Listen Later Aug 1, 2025 22:05 Transcription Available


The clock is ticking. With the mandatory transition to PDPM Medicaid coming October 1st, many providers are still unprepared—and it's already impacting their margins.In this episode, Melissa Brown is joined by Melissa Keiter, MDS expert and Lead Consultant for Nursing Services at Gravity Consulting, to break down the real-world implications of this sweeping policy shift. From reimbursement cuts to team readiness, they explore why relying on therapy-driven documentation is no longer enough—and what nursing homes must do to avoid sinking under PDPM Medicaid.You'll learn:Why some facilities are already losing $5–$15 per patient per dayHow Section GG impacts your bottom line—and why nurse aides hold the keyWhat to do if your state is including therapy in the Medicaid rateTactical strategies for nursing-only statesHow to prepare your entire care team—from dietitians to social workersThis is part one of a two-part series. Don't miss this critical conversation designed to help you protect your CMI and stay financially afloat during the transition.Support the show

The Tennessee Conservative
Is Anyone Really “Puzzled” About Why Nashville Was Designated A Sanctuary City? / Regardless Of Shift In Federal Political Climate, Tennessee Is Behind The Curve On Conservative Policies.

The Tennessee Conservative

Play Episode Listen Later Jun 6, 2025 13:13


Is Anyone Really “Puzzled” About Why Nashville Was Designated A Sanctuary City?Regardless Of Shift In Federal Political Climate, Tennessee Is Behind The Curve On Conservative Policies.The Tennessee Conservative's Brandon Lewis joins YAFFEE Live on 102.3FM to discuss all this & more!

At Any Rate
Global Commodities: Behind the curve

At Any Rate

Play Episode Listen Later May 2, 2025 13:07


Speaker:  Natasha Kaneva, Head of Global Commodities Research   The oil market seems to be pre-positioning to benefit from the tailwinds of tariff de-escalation, along with shifts towards deregulation and tax cuts. But while the recent de-escalation in trade talks has reduced the probability of a bear case, the ‘Trump put' does not extend to energy, as the administration continues to prioritize lower oil prices to manage inflation. On the demand side, markets may be underestimating the final tariff levels that the Trump administration plans to impose on US imports. On the supply side, OPEC+ will continue to face challenges due to the growth in non-OPEC supply and capacity expansion among some alliance members, especially as a significant portion of the capital expenditure for these expansions is being funded by major international oil companies. Given the diminishing price reaction to a 1 mbd supply cut—from $10 in 2023 to $8 in 2024 and $4 in 2025—and our outlook for $60 oil in 2026, increasing supply to maximize revenue might be the optimal strategy for an oil-producing country.   This podcast was recorded on 2 May 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4966066-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

Pete Mundo - KCMO Talk Radio 103.7FM 710AM
Left Doubles Down on Maryland Man, Plus Local Media Behind the Curve | 4-17-25

Pete Mundo - KCMO Talk Radio 103.7FM 710AM

Play Episode Listen Later Apr 17, 2025 54:54


Left Doubles Down on Maryland Man, Plus Local Media Behind the Curve | 4-17-25See omnystudio.com/listener for privacy information.

The Dumb Zone
DZ 1-21-25: Brandon Aubrey says goodbye to Bones, Cowboys behind the curve on hiring a coach, and Micah vs. Dez PREVIEW

The Dumb Zone

Play Episode Listen Later Jan 21, 2025 19:00


Hear the entire episode by subscribing to The Dumb Zone at DumbZone.com or Patreon.com/TheDumbZoneBrandon Aubrey joins us to say goodbye to Bones who heads to Tennessee. We're finding out the Cowboys are behind the curve in hiring a coach because they had no plan B when McCarthy said adios. Micah vs. Dez on Twitter and we have a new way to speed Dan along ★ Support this podcast on Patreon ★

The FOX News Rundown
America Is "Behind The Curve On Drone Warfare"

The FOX News Rundown

Play Episode Listen Later Dec 18, 2024 33:56


The mysterious drones spotted flying over New Jersey and at least six other states have captured Americans' attention, creating worry and concern over their source for over a week now. Government agencies issued a joint statement on Monday saying there is no evidence that these drones are a threat to national security or public safety. So when will Americans have more answers on these peculiar sightings? Military affairs analyst Dr. Paul Schwennesen joins to explain the evolution of drone technology and what exactly drones of this size could be capable of. How will artificial intelligence shape our future? While AI holds the promise of significant benefits for humanity, there are also concerns about its potential misuse. A bipartisan House task force has just released a report with recommendations for smart regulation, aiming to position America as a leader in this emerging field. California Republican Congressman Jay Obernolte, co-chair of the task force, joins the Rundown to discuss how AI can revolutionize our lives for the better and why Congress must establish protections to prevent potential harm. Plus, commentary from FOX News Contributor Tammy Bruce. Photo Credit: AP Learn more about your ad choices. Visit podcastchoices.com/adchoices

From Washington – FOX News Radio
America Is "Behind The Curve On Drone Warfare"

From Washington – FOX News Radio

Play Episode Listen Later Dec 18, 2024 33:56


The mysterious drones spotted flying over New Jersey and at least six other states have captured Americans' attention, creating worry and concern over their source for over a week now. Government agencies issued a joint statement on Monday saying there is no evidence that these drones are a threat to national security or public safety. So when will Americans have more answers on these peculiar sightings? Military affairs analyst Dr. Paul Schwennesen joins to explain the evolution of drone technology and what exactly drones of this size could be capable of. How will artificial intelligence shape our future? While AI holds the promise of significant benefits for humanity, there are also concerns about its potential misuse. A bipartisan House task force has just released a report with recommendations for smart regulation, aiming to position America as a leader in this emerging field. California Republican Congressman Jay Obernolte, co-chair of the task force, joins the Rundown to discuss how AI can revolutionize our lives for the better and why Congress must establish protections to prevent potential harm. Plus, commentary from FOX News Contributor Tammy Bruce. Photo Credit: AP Learn more about your ad choices. Visit podcastchoices.com/adchoices

Fox News Rundown Evening Edition
America Is "Behind The Curve On Drone Warfare"

Fox News Rundown Evening Edition

Play Episode Listen Later Dec 18, 2024 33:56


The mysterious drones spotted flying over New Jersey and at least six other states have captured Americans' attention, creating worry and concern over their source for over a week now. Government agencies issued a joint statement on Monday saying there is no evidence that these drones are a threat to national security or public safety. So when will Americans have more answers on these peculiar sightings? Military affairs analyst Dr. Paul Schwennesen joins to explain the evolution of drone technology and what exactly drones of this size could be capable of. How will artificial intelligence shape our future? While AI holds the promise of significant benefits for humanity, there are also concerns about its potential misuse. A bipartisan House task force has just released a report with recommendations for smart regulation, aiming to position America as a leader in this emerging field. California Republican Congressman Jay Obernolte, co-chair of the task force, joins the Rundown to discuss how AI can revolutionize our lives for the better and why Congress must establish protections to prevent potential harm. Plus, commentary from FOX News Contributor Tammy Bruce. Photo Credit: AP Learn more about your ad choices. Visit podcastchoices.com/adchoices

Australian Property Podcast
2-Sense: Behind the curve? And the top property trends for 2025

Australian Property Podcast

Play Episode Listen Later Dec 14, 2024 34:06


In this 2 Sense episode of The Australian Property Podcast, 7-time author Pete Wargent and Flint Group founder Chris Bates are BACK! Every week, Chris Bates and Pete Wargent jump on the Australian Property Podcast airwaves to answer your questions or cover the top 3 property news stories of the news. Don't forget to send Chris and Pete your questions! In this week's episode, Chris and Pete cover: 1 – Getting behind the curve 2 – Aus per capita recession continues for a 7th quarter 3 - Top property hotspots and trends for 2025 Episode resources Rask community forum https://community.rask.com.au/home 1 – Getting behind the curve Canada's Unemployment Rate Rises to 6.8% Canada Unemployment Rate Rises to 6.8% in November vs 6.6% Expected Bank of Canada Interest Rate Update Expectations 2 – Aussie per capita recession continues Private Sector Limps into Recession Recession Crashes Down on Australian Households 3 – Where are some of the property best buys for 2025? Ray White Property Trends and hotspots for 2025 Ray White 2025 Property Outlook Report ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you're confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

The POWER Business Show
SA's behind the curve on developing a strategic policy for transition minerals

The POWER Business Show

Play Episode Listen Later Sep 17, 2024 13:47


Nosipho Radebe speaks to Hugo Pienaar, Chief Economist at Minerals Council of South AfricaSee omnystudio.com/listener for privacy information.

The Best of the Money Show
SA behind the curve on developing a strategic policy framework for transition minerals

The Best of the Money Show

Play Episode Listen Later Sep 16, 2024 11:35


Stephen Grootes speaks to Hugo Pienaar, Chief Economist of the Minerals Council South Africa, about the importance of developing a strategic policy framework for transition minerals in South Africa.See omnystudio.com/listener for privacy information.

The FOX News Rundown
Business Rundown: A Big Rate Cut Meeting Approaches. Is The Fed "Behind The Curve" Again?

The FOX News Rundown

Play Episode Listen Later Sep 13, 2024 21:57


The August Consumer Price Index gave the Fed the vindication it was looking for: inflation fell to 2.5 percent.  While core inflation remains sticky, Fed Chair Powell has projected confidence in a September rate cut. The decision will be made next week, when economists and investors anticipate the Central Bank will enact its first basis point cut since July 2023.   But how much to cut rates is still unclear. FOX Business correspondent Kelly O'Grady speaks with founder and manager of Capitalist Pig Hedge Fund, Jonathan Hoenig, about what kind of decision the Federal Reserve may make next week and what to make of former President Trump's new proposals to eliminate taxes on overtime pay. Learn more about your ad choices. Visit megaphone.fm/adchoices

From Washington – FOX News Radio
Business Rundown: A Big Rate Cut Meeting Approaches. Is The Fed "Behind The Curve" Again?

From Washington – FOX News Radio

Play Episode Listen Later Sep 13, 2024 21:57


The August Consumer Price Index gave the Fed the vindication it was looking for: inflation fell to 2.5 percent.  While core inflation remains sticky, Fed Chair Powell has projected confidence in a September rate cut. The decision will be made next week, when economists and investors anticipate the Central Bank will enact its first basis point cut since July 2023.   But how much to cut rates is still unclear. FOX Business correspondent Kelly O'Grady speaks with founder and manager of Capitalist Pig Hedge Fund, Jonathan Hoenig, about what kind of decision the Federal Reserve may make next week and what to make of former President Trump's new proposals to eliminate taxes on overtime pay. Learn more about your ad choices. Visit megaphone.fm/adchoices

Fox News Rundown Evening Edition
Business Rundown: A Big Rate Cut Meeting Approaches. Is The Fed "Behind The Curve" Again?

Fox News Rundown Evening Edition

Play Episode Listen Later Sep 13, 2024 21:57


The August Consumer Price Index gave the Fed the vindication it was looking for: inflation fell to 2.5 percent.  While core inflation remains sticky, Fed Chair Powell has projected confidence in a September rate cut. The decision will be made next week, when economists and investors anticipate the Central Bank will enact its first basis point cut since July 2023.   But how much to cut rates is still unclear. FOX Business correspondent Kelly O'Grady speaks with founder and manager of Capitalist Pig Hedge Fund, Jonathan Hoenig, about what kind of decision the Federal Reserve may make next week and what to make of former President Trump's new proposals to eliminate taxes on overtime pay. Learn more about your ad choices. Visit megaphone.fm/adchoices

HousingWire Daily
Logan Mohtashami: Is the Fed behind the curve?

HousingWire Daily

Play Episode Listen Later Sep 9, 2024 31:07


On today's episode, Editor in Chief Sarah Wheeler talks with Lead Analyst Logan Mohtashami about the jobs report and whether the market has already priced in rate cuts. Related to this episode: Is the Fed behind the curve with this labor market? | HousingWire Mortgage rates haven't budged after the jobs report | HousingWire HousingWire | YouTube More info about HousingWire Enjoy the episode! The HousingWire Daily podcast examines the most compelling articles reported across HW Media. Each morning, we provide our listeners with a deeper look into the stories coming across our newsrooms that are helping Move Markets Forward. Hosted and produced by the HW Media team. Learn more about your ad choices. Visit megaphone.fm/adchoices

fed behind the curve logan mohtashami hw media housingwire daily move markets forward
BFM :: Market Watch
Is The Fed Behind The Curve With Rate Cuts?

BFM :: Market Watch

Play Episode Listen Later Sep 4, 2024 10:49


The first trading day of September in the US was the worst since August 5, partly spooked by the ISM manufacturing data that missed forecasts. How are markets factoring expectations for September rate cuts by the Federal Reserve? We get analysis from Vishnu Varathan of Mizuho Bank.Image Credit: Shutterstock

Thoughts on the Market
Is the Fed Behind the Curve?

Thoughts on the Market

Play Episode Listen Later Aug 29, 2024 11:56


As the US Federal Reserve mulls a forthcoming interest rate cut, our Head of Corporate Credit Research and Global Chief Economist discuss how it is balancing inflationary risks with risks to growth.----- Transcript -----Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research at Morgan Stanley.Seth Carpenter: And I'm Seth Carpenter, Morgan Stanley's Global Chief Economist.Andrew Sheets: And today on the podcast, we'll be discussing the Federal Reserve, whether its policy is behind the curve and what's next.It's Thursday, August 29th at 2pm in London.Seth Carpenter: And it's 9am in New York.Andrew Sheets: Seth, it's always great to talk to you. But that's especially true right now. The Federal Reserve has been front and center in the markets debate over the last month; and I think investors have honestly really gone back and forth about whether interest rates are in line or out of line with the economy. And I was hoping to cover a few big questions about Fed policy that have been coming up with our clients and how you think the Fed thinks about them.And I think this timing is also great because the Federal Reserve has recently had a major policy conference in Jackson Hole, Wyoming where you often see the Fed talking about some of its longer-term views and we can get your latest takeaways from that.Seth Carpenter: Yeah, that sounds great, Andrew. Clearly these are some of the key topics in markets right now.Andrew Sheets: Perfect. So, let's dive right into it. I think one of the debates investors have been having -- one of the uncertainties -- is that the Fed has been describing the risk to their outlook as balanced between the risk to growth and risk to inflation. And yet, I think for investors, the view over the last month or two is these risks aren't balanced; that inflation seems well under control and is coming down rapidly. And yet growth looks kind of weak and might be more of a risk going forward.So why do you think the Fed has had this framing? And do you think this framing is still correct in the aftermath of Jackson Hole?Seth Carpenter: My personal view is that what we got out of Jackson hole was not a watershed moment. It was not a change in view. It was an evolution, a continuation in how the Fed's been thinking about things. But let me unpack a few things here.First, markets tend to look at recent data and try to look forward, try to look around the corner, try to extrapolate what's going on. You know as well as I do that just a couple weeks ago, everyone in markets was wondering are we already in recession or not -- and now that view has come back. The Fed, in contrast, tends to be a bit more inertial in their thinking. Their thoughts evolve more slowly, they wait to collect more data before they have a view. So, part of the difference in mindset between the Fed and markets is that difference in frequency with which updates are made.I'd say the other point that's critical here is the starting point. So, the two risks: risks to inflation, risks to growth. We remember the inflation data we're getting in Q1. That surprised us, surprised the market, and it surprised the Fed to the upside. And the question really did have to come into the Fed's mind -- have we hit a patch where inflation is just stubbornly sticky to the upside, and it's going to take a lot more cost to bring that inflation down. So those risks were clearly much bigger in the Fed's mind than what was going on with growth.Because coming out of last year and for the first half of this year, not only would the Fed have said that the US economy is doing just fine; they would have said growth is actually too fast to be consistent with the long run, potential growth of the US economy. Or reaching their 2 per cent inflation target on a sustained basis. So, as we got through this year, inflation data got better and better and better, and that risk diminished.Now, as you pointed out, the risk on growth started to rise a little bit. We went from clearly growing too fast by some metrics to now some questions -- are we softened so much that we're now in the sweet spot? Or is there a risk that we're slowing too much and going into recession?But that's the sense in which there's balance. We went from far higher risks on inflation. Those have come down to, you know, much more nuanced risks on inflation and some rising risk from a really strong starting point on growth.Andrew Sheets: So, Seth, that kind of leads to my second question that we've been getting from investors, which is, you know, some form of the following. Even if these risks between inflation and growth are balanced, isn't Fed policy very restrictive? The Fed funds rate is still relatively high, relative to where the Fed thinks the rate will average over the long run. How do you think the Fed thinks about the restrictiveness of current policy? And how does that relate to what you expect going forward?Seth Carpenter: So first, and we've heard this from some of the Fed speakers, there's a range of views on how restrictive policy is. But I think all of them would say policy is at least to some degree restrictive right now. Some thinking it's very restrictive. Some thinking only modestly.But when they talk about the restrictiveness of policy in the context of the balance of these risks, they're thinking about the risks -- not just where we are right now and where policy is right now; but given how they're thinking about the evolution of policy over the next year or two. And remember, they all think they're going to be cutting rates this year and all through next year.Then the question is, over that time horizon with policy easing, do we think the risks are still balanced? And I think that's the sense in which they're using the balance of risks. And so, they do think policy is restrictive.They would also say that if policy weren't restrictive, [there would] probably be higher risks to inflation because that's part of what's bringing inflation out of the system is the restrictive stance of policy. But as they ease policy over time, that is part of what is balancing the risks between the two.Andrew Sheets: And that actually leads nicely to the third question that we've been getting a lot of, which is again related to investor concerns -- that maybe policy is moving out of line with the economy. And that's some form of the following: that by even just staying on hold, by not doing anything, keeping the Fed funds rate constant, as inflation comes down, that rate becomes higher relative to inflation. The real policy rate rises. And so that represents more restrictive monetary policy at the very moment, when some of the growth data seems to be decelerating, which would seem to be suboptimal.So, do you think that's the Fed's intention? Do you think that's a fair framing of kind of the real policy rate and that it's getting more restrictive? And again, how do you think the Fed is thinking about those dynamics as they unfold?Seth Carpenter: I do think that's an important framing to think -- not just about the nominal level of interest rates; you know where the policy rate is itself, but that inflation adjusted rate. As you said, the real rate matters a lot. And inside the Fed as an institution there, that's basically how most of the people there think about it as well. And further, I would say that very framing you put out about -- as inflation falls, will policy become more restrictive if no adjustment is made? We've heard over the past couple of years, Federal Reserve policymakers make exactly that same framing.So, it's clearly a relevant question. It's clearly on point right now. My view though, as an economist, is that what's more important than realized inflation, what prices have done over the past 12 months. What really matters is inflation expectations, right? Because if what we're trying to think about is -- how are businesses thinking about their cost of capital relative to the revenues are going to get in the future; it's not about what policy, it's not about what inflation did in the past. It's what they expect in the future.And I have to say, from my perspective, inflation expectations have already fallen. So, all of this passive tightening that you're describing, it's already baked in. It's already part of why, in my view, you know, the economy is starting to slow down. So, it's a relevant question; but I'm personally less convinced that the fall in inflation we've seen over the past couple of months is really doing that much to tighten the stance of policy.Andrew Sheets: So, Seth, you know, bringing this all together, both your answers to these questions that are at the forefront of investors' minds, what we heard at the Jackson Hole Policy Conference and what we've heard from the latest FOMC minutes -- what does Morgan Stanley Economics think the Fed's policy path going forward is going to be?Seth Carpenter: Yeah. So, you know, it's funny. I always have to separate in my brain what I think should happen with policy -- and that used to be my job. But now we're talking about what I think will happen with policy. And our view is the Fed's about to start cutting interest rates.The market believes that now. The Fed seems from their communication to believe that. We've got written down a path of 25 basis point reduction in the policy rate in September, in November, in December. So, a string of these going all the way through to the middle of next year to really ease the stance of policy, to get away from being extremely restrictive, to being at best only moderately restrictive -- to try to extend this cycle.I will say though, that if we're wrong, and if the economy is a bit slower than we think, a 50 basis point cut has to be possible.And so let me turn the tables on you, Andrew, because we're expecting that string of 25 basis point cuts, but the market is pricing in about 100 basis points of cuts this year with only three meetings left. So that has to imply at least one of those meetings having a 50 basis point cut somewhere.So, is that a good thing? Would the market see a 50 basis point cut as the Fed catching up from being behind the curve? Or would the market worry that a bigger cut implies a greater recession risk that could spook risk assets?Andrew Sheets: Yeah, Seth, I think that's a great question because it's also one where I think views across investors in the market genuinely diverge. So, you know, I'll give you our view and others might have a different take.But I think what you have is a really interesting dynamic where kind of two things can be true. You know, on the one hand, I think if you talk to 50 investors and ask them, you know, would they rather for equities or credit have lower rates or higher rates, all else equal -- I think probably 50 would tell you they would rather have lower rates.And yet I think if you look back at history, and you look at the periods where the Federal Reserve has been cutting rates the most and cutting most aggressively, those have been some of the worst environments for credit and equities in the modern era. Things like 2001, 2008, you know, kind of February of 2020. And I think the reason for that is that the economic backdrop -- while the Fed is cutting -- matters enormously for how the market interprets it.And so, conditions where growth is weakening rapidly, and the Fed is cutting a lot to respond to that, are generally periods that the market does not like. Because they see the weaker data right now. They see the weakness that could affect earnings and credit quality immediately. And the help from those lower rates because policy works with lag may not arrive for six or nine or twelve months. It's a long time to wait for the cavalry.And so, you know, the way that we think about that is that it's really, I think the growth environment that's going to determine how markets view this rate cutting balance. And I think if we see better growth and somewhat fewer rate cuts, the base case that you and your team at Morgan Stanley Economics have -- which is a bit fewer cuts than the market, but growth holding up -- which we think is a very good combination for credit. A scenario where growth is weaker than expected and the Fed cuts more aggressively, I think history would suggest, that's more unfriendly and something we should be more worried about.So, I do think the growth data remains extremely important here. I think that's what the market will focus most on and I think it's a very much good is good regime that I think is going to determine how the market views cuts. And fewer is fine as long as the data holds up.Seth Carpenter: That make a lot of sense, and thanks for letting me turn the tables on you and ask questions. And for the listeners, thank you for listening. If you enjoy this show, leave us a review wherever you listen to podcast. And share Thoughts on the Market with a friend or a colleague today.

Wealthion
Steve Hanke: The Fed is Behind the Curve - Recession is Inevitable

Wealthion

Play Episode Listen Later Aug 20, 2024 45:54


James Connor welcomes Professor Steve Hanke for a thought-provoking conversation exploring why we're headed for recession and its implications for an overheated stock market, while also suggesting a safe asset investors should consider under this scenario. The renowned professor of applied economics at Johns Hopkins University issues a stark warning about the U.S. economy, stating that we're “running on fumes” as the money supply contracts, making an economic downturn inevitable this year or early next! Investment Concerns? Get a free portfolio review with Wealthion's endorsed financial advisors at https://www.wealthion.com Timestamps: 01:30 - The Money Supply Contraction Means Recession Is Coming 07:49 - The Stock Market Is Overpriced 13:29 - The Health Of The US Consumer? 22:02 - US Monetary Policy: The Fed Is Behind The Curve Here 33:00 - How Should Investors Position Themselves Under Steve's Recession Outlook? 36:42 - Steve's Outlook For Gold? 38:48 - Steve's Book Recommendations Connect with us online: Website: https://www.wealthion.com X: https://x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealth #Finance #Money #SteveHanke #Economics #Recession #StockMarket #Investing #MoneySupply #FederalReserve #Inflation #EconomicOutlook #SafeInvestments #Macro #MarketAnalysis #EconomicDownturn #Wealthion

Investor's Edge
BEHIND THE CURVE AGAIN WEEK IN REVIEW [08.02.2024]

Investor's Edge

Play Episode Listen Later Aug 2, 2024 40:36


https://garykaltbaum.com/

The MUFG Global Markets Podcast
Has the Fed fallen behind the curve?

The MUFG Global Markets Podcast

Play Episode Listen Later Aug 2, 2024 6:03


The Fed decided to leave rates on hold this week but was it a policy mistake? Lee Hardman, Senior Currency Analyst talks to Michael Owen, Head of Global Client Desk EMEA, about the latest policy updates from the Fed and BoJ and their impact on the FX market.  Disclaimer: www.mufgresearch.com (PDF)

The Other Hand
Global growth is slowing - central banks behind the curve? Rocketing gas prices will cloud the inflation picture

The Other Hand

Play Episode Listen Later Aug 1, 2024 37:21


'Weird' and 'vibe' are the words of the moment. Become a member at https://plus.acast.com/s/the-other-hand-with-jim.power-and-chris.johns. Hosted on Acast. See acast.com/privacy for more information.

The Hivemind
Behind the Curve: The Hack, DeFi Governance, and the Future of AMMs

The Hivemind

Play Episode Listen Later Jan 30, 2024 81:31


Jose, Yan, Duncan, and Ceteris chat about the Curve hack, trading around the hack, views on the future of CRV and veCRV governance, and comparing AMMs, CEXs, and order books. Disclosures: Nothing said on The Hivemind is a recommendation to buy or sell securities or tokens. The podcast is strictly for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Jose, Yan, Duncan, Ceteris, and our guests may advise or hold positions in the companies, funds, or projects discussed. Delphi's transparency page can be viewed here. Get a 20% discount on a premium Delphi PRO or PRO+ for listening to this episode! Follow the links below or use the codes on checkout: 20% off Delphi PRO annual Code: PODCASTPRO Direct Link: https://delphi.link/podcastpro 20% off Delphi PRO+ annual Code: PODCASTTEAMS Direct Link: https://delphi.link/podcastteams Follow Delphi Digital Website: https://members.delphidigital.io/home Twitter: https://twitter.com/Delphi_Digital YouTube: https://youtube.com/@Delphi_Digital --- Send in a voice message: https://podcasters.spotify.com/pod/show/delphihivemind/message

Ben & Woods On Demand Podcast
8am Hour - Padres Behind The Curve + Eno Sarris Joins The Show!

Ben & Woods On Demand Podcast

Play Episode Listen Later Aug 31, 2023 43:05


Ben & Woods start the 8am hour talking about just a couple of reasons why the Padres are behind other MLB teams as far as investing in your organization goes, and how they can improve. Then we revisit a horrific moment from the pandemic for a little Throwback Thursday in Ben & Woods history before we're joined by our buddy Eno Sarris from The Athletic for his weekly "Smart Baseball" segment! Listen here!

Highlights from Lunchtime Live
'We're behind the curve': What are the laws around sharing graphic footage online?

Highlights from Lunchtime Live

Play Episode Listen Later Jul 13, 2023 15:56


On Monday Andrea spoke to Sandra Byrnes, foster-mum of Wassiou who died earlier this summer. And yesterday Andrea spoke to Magda, whose son was attacked in Bushy Park last week. In both cases, the incidents surrounding their sons were filmed and shared on social media - much to the heartbreak of the families. What are the laws around this? Is enough being done to help families stop these kinds of things being shared? Andrea was joined by Senior Counsel and Specialist in Media and Data Law, Ronan Lupton to discuss...

Messianic Apologetics
Behind the Curve – McKee Moment Shorts

Messianic Apologetics

Play Episode Listen Later Jul 4, 2023 1:00


UNTOLD RADIO AM
Mysterious Library #41 Is the Earth Flat?

UNTOLD RADIO AM

Play Episode Listen Later May 31, 2023 71:09


Your hosts Dr. Dean Bertram and Jason McLean return to the audio-visual wing of the Mysterious Library. This week they check out the fascinating documentary BEHIND THE CURVE, from filmmaker Daniel J. Clark. (More details at: https://www.behindthecurvefilm.com/) The film follows prominent Flat Earthers - notably Mark Sargent - and hears out their beliefs and hypotheses regarding the Earth being a flat disc rather than a spherical globe. Many mainstream scientists who disagree are also interviewed, and express their own opinions regarding what might be one of the world's most ridiculed belief systems. But is there something to what the Flat Earthers suggest? Has a massive international conspiracy suppressed the true nature (and shape) of our planet? Can we trust establishment scientists? And scariest of all, is one of your two Mysterious Librarians a dreaded "Flat Earther"?This show is part of the Spreaker Prime Network, if you are interested in advertising on this podcast, contact us at https://www.spreaker.com/show/4602609/advertisement

B Movie Breakdown
Episode 416: Behind the Curve

B Movie Breakdown

Play Episode Listen Later Apr 26, 2023 71:13


This week, the Wheel of Misfortune takes us on a deep dive into the 2018 flat Earth documentary "Behind The Curve." Throughout the episode, we discuss the unconventional beliefs, theories, and arguments which challenge the widely accepted belief that the earth is a sphere. So join us as we explore the wild world of the flat Earth movement and the individuals who are leading the charge.  --- Support this podcast: https://podcasters.spotify.com/pod/show/bmoviebreakdown/support

The Toon Show
State of the Flerf with Industrial Nerd

The Toon Show

Play Episode Listen Later Mar 12, 2023 64:30


Links:https://www.youtube.com/@ConspiracyToonzhttps://www.youtube.com/@MCToonhttps://www.tiktok.com/@mctoon27https://twitter.com/Mctoon27https://discord.gg/V76qRJxjtXhttps://www.instagram.com/mctoon27/

Prosecco Theory
135 - Across the World

Prosecco Theory

Play Episode Listen Later Feb 6, 2023 47:52


Megan and Michelle cement their spot in hell by judging flat earthers, dark energy, lizard people, pseudoscience, the ruling elite, pinky swears, the Zetetic method, glow in the dark stars, and the International Fake Station.Resources:- Why people are drawn to conspiracy theories like flat earth and why they're dangerous, according to a psychologist- Speaking of Psychology: Why people believe in conspiracy theories, with Karen Douglas, PhD- Are flat-earthers being serious?- The flat-Earth conspiracy is spreading around the globe. Does it hide a darker core?- Looking for life on a flat Earth- Flat Earthers Redux: Subjective Belief, Science, and Reality- Flat Earthers: What They Believe and WhyWant to support Prosecco Theory?Check out our merch, available on teepublic.com!Follow/Subscribe wherever you listen!Rate, review, and tell your friends!Follow us on Instagram, Twitter, and Facebook!****************Ever thought about starting your own podcast? From day one, Buzzsprout gave us all the tools we needed get Prosecco Theory off the ground. What are you waiting for? Follow this link to get started. Cheers!!

Beyond The Tin Foil Hat
S04E029 - 09-01-2022 - Mark Sargent - Flat Earth

Beyond The Tin Foil Hat

Play Episode Listen Later Jan 9, 2023 130:58


Are we inside a Truman show-enclosed world, thousands of miles wide? This is part of a series of videos that shows not only is it possible, but likely. Mark K Sargent growing up on South Whidbey Island, Washington, started his career playing computer games professionally in Boulder Colorado. From there he spent the next 20 years training people in proprietary software. In 2014, he looked into what is no doubt the strangest conspiracy ever, called "Flat Earth Theory", and through extensive research, discovered that it wasn't so laughable after all. In 2015, he released a series of YouTube videos titled "Flat Earth Clues", which delves into the possibility of our human civilization actually being inside a "Truman show" like an enclosed system, and how it's been hidden from the public since 1956. You can find Mark's content on YouTube, in books on Amazon, and in the Netflix documentary Behind The Curve.https://www.youtube.com/c/markksargentBeyond The Tinfoil Hat is a weekly podcast brought to you by The Experiencer Support Association. Every week we dive into topics that are deep into the realm of the unknown. Ranging from topics between #ufos, #ghosts, and #monsters This podcast is hosted by Ryan Stacey and is designed to educate and assist the public in understanding the blend of every phenomenon happening in the world. Our guests often include eyewitness testimony.www.experiencersupport.org

Marketplace
“The Fed is still behind the curve”

Marketplace

Play Episode Listen Later Dec 20, 2022 27:55


Prominent economist Mohamed El-Erian was among the early critics of the Federal Reserve for its failure to raise interest rates in 2021. Today, he joins the program to discuss where he thinks the Fed should go from here, what it’ll take to regain credibility and how realistic the 2% inflation target is. Plus, a potential consumer spending pullback, a look at electric vehicle subsidies and a trip to a particularly festive block in Baltimore.

Marketplace All-in-One
“The Fed is still behind the curve”

Marketplace All-in-One

Play Episode Listen Later Dec 20, 2022 27:55


Prominent economist Mohamed El-Erian was among the early critics of the Federal Reserve for its failure to raise interest rates in 2021. Today, he joins the program to discuss where he thinks the Fed should go from here, what it’ll take to regain credibility and how realistic the 2% inflation target is. Plus, a potential consumer spending pullback, a look at electric vehicle subsidies and a trip to a particularly festive block in Baltimore.

ED / BC Podcast
A Wild Week 2 in the NFL, Baseball Behind the Curve Again, and M*A*S*H Turns 50

ED / BC Podcast

Play Episode Listen Later Sep 19, 2022 37:39


Erik and Brian discuss why baseball is again on the back burner, a crazy week in the NFL, and M*A*S*H trivia as the iconic show turns 50Allswell - Your Dream Bed Starts Here Free delivery on your first order over $35.Instacart - Groceries delivered in as little as 1 hour. Free delivery on your first order over $35.Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.

Apocalypse in Review
AiR D.O.O.R: Behind the Curve (featuring Brian Brown)

Apocalypse in Review

Play Episode Listen Later Aug 17, 2022 101:28


This week we're doing our own research again with our best buddy Brian. This time we're talking about the 2018 documentary Behind the Curve. We had so much fun in this episode discussing the doc, trying to find the right conspiracy for Michelle, and finding out about some fascinating dating apps that really exist. If you're enjoying the show we would love your support! Here are a few ways you can help:-Check out our merch store and get yourself or someone else a little something.   https://teespring.com/stores/apocalypse-in-review-Support the show (https://www.patreon.com/apocalypseinreview)-Make a one-time donation at https://www.buymeacoffee.com/apocalypseir-Leave us a nice review on your podcast platform of choice. it only takes a few minutes, it makes us look legitimate, it makes us feel good, and it's completely free. -Follow us @apocpod on Twitter and Instagram and talk to us we love hearing from y'all.  -Find all of our links by going to https://linktr.ee/apocalypseinreviewThanks for listening! Support the show

The Mike Broomhead Show Audio
Is the Fed behind the curve?

The Mike Broomhead Show Audio

Play Episode Listen Later Jul 19, 2022 28:26


Broomhead lays out what the Fed is not doing to help the inflation woes the country is seeingSee omnystudio.com/listener for privacy information.

KGUP PRESENTS
Censorship, behind the curve, misinformation, corporatism, guidestones, and earth with Jeran of Jeranism

KGUP PRESENTS

Play Episode Listen Later Jul 11, 2022 94:56


Jeran of Jeranism talks about his journey to flat earth during the age of censorship, misinformation, and corporatism. Find more of Jeran at: Official website: https://jeranism.com/ Rokfin: https://rokfin.com/jeranism YouTube: https://www.youtube.com/jeranism Odysee: https://odysee.com/@jeranism Telegram: http://linktr.ee/jeranism Patreon: http://patreon.com/jeranism Find more of KGUP PRESENTS: Official website: http://www.kgup1065.com Patreon: https://www.patreon.com/KGUPPRESENTS Rokfin: https://rokfin.com/kgup_presents (uncensored videos) Telegram: https://telegram.org/kgup_presents IG: https://www.instagram.com/kgupfm/ Twitter: https://twitter.com/KGUPFM Facebook: https://www.facebook.com/KGUPFM Podcast: https://anchor.fm/kgup-presents Intro music: The Earth is Flat by Edward Rowley Outro music: Fast Food at Midnight by Our Propaganda --- Send in a voice message: https://anchor.fm/kgup-presents/message Support this podcast: https://anchor.fm/kgup-presents/support

TD Ameritrade Network
The Fed Is Behind The Curve: Markets React Poorly To Rate Hike

TD Ameritrade Network

Play Episode Listen Later Jun 21, 2022 7:23


We've learned that the Fed is behind the curve, says Daniel Dolan. He discusses the takeaways from last week's Fed rate hike. He also assesses the state of the U.S. credit market, as markets are rallying following last week's declines. He then identifies potential areas of opportunity in the market. Tune in to find out more.

Macro Musings with David Beckworth
Bill Nelson on How the Fed Fell Behind the Curve

Macro Musings with David Beckworth

Play Episode Listen Later May 23, 2022 59:33 Very Popular


Bill Nelson is the Chief Economist and an Executive Vice President at the Bank Policy Institute. Bill previously was a deputy director at the Division of Monetary Affairs at the Federal Reserve Board where his responsibilities included monetary policy analysis, discount window policy analysis, and financial institution supervision. He also worked closely with the BIS on the design of liquidity regulation. Bill joins David on Macro Musings to discuss the Fed's balance sheet, its reduction plans and how the Fed fell behind the curve. Specifically, David and Bill get into whether the Fed regretted its premature tightening period from 2015 to 2018, how the Fed's focus on the baseline outlook left it not resilient to alternative developments, how concerns over another taper tantrum impacted the Fed's decision-making, the Fed's handling of its FAIT framework, and much more. Take the Macro Musings listener survey here.   Transcript for the episode can be found here: https://www.mercatus.org/bridge/tags/macro-musings   Bill's Bank Policy Institute profile: https://bpi.com/people/bill-nelson/ Bill's American Banker archive: https://www.americanbanker.com/author/william-nelson-ab3618   Related Links: “Plane Crashes and Falling Behind the Curve” by Bill Nelson https://www.linkedin.com/pulse/plane-crashes-falling-behind-curve-bill-nelson/?trk=articles_directory “Guest post: A former Fed insider explains the internal debate over QE3” by Bill Nelson https://www.ft.com/content/254befb7-10f8-3f2c-a9a8-bc6226a6f1db “Interpreting the Significance of the Lagged Interest Rate in Estimated Monetary Policy Rules” by William B. English, William R. Nelson, and Brian P. Sack https://papers.ssrn.com/sol3/papers.cfm?abstract_id=314425   David's Twitter: @DavidBeckworth David's blog: http://macromarketmusings.blogspot.com/

Harvard CID
Behind the Curve: Can manufacturing still provide inclusive growth?

Harvard CID

Play Episode Listen Later May 4, 2022 18:47


This podcast was originally recorded on Friday, April 8, 2022, for the CID Speaker Series featuring Robert Lawrence, Albert L. Williams Professor of International Trade and Investment at John F. Kennedy School of Government. Robert continued the conversation with CID Student Ambassador, Kevin Chen, after an appearance at the virtual CID Speaker Series event. Professor Lawrence discusses the causes and consequences of the diminished role of manufacturing as a driver of economic growth and inclusion in developed and developing countries. The talk explains why the share of manufacturing follows an inverted U-shaped curve as countries develop; considers why that curve has shifted downwards and inwards over time; shows that all developed and many developing countries, even those with large trade surpluses in manufacturing are now on the downward slope of the curve; and evaluates the implications recent industrial policy initiatives in the light of this experience.

The Flip Side
Has the Fed fallen behind the curve on inflation?

The Flip Side

Play Episode Listen Later Dec 17, 2021 18:47


The US Federal Reserve recently turned hawkish on inflation. Our Research analysts debate whether economic conditions justify the shift.