Podcasts about boom bust

Fantasy Football show for Dec 2, 2025. Waiver wire pickups for Week 14 and the fantasy playoffs! Find out which players and defenses should be added this week! Plus, droppable players, injury updates, and a fantasy football recap of Monday Night Football. Manage your redraft, keeper, and dynasty fantasy football teams with the #1 fantasy football podcast.(00:00) Intro(12:27) NFL News(19:17) Waiver Wire(19:27) RB Waivers(27:47) WR Waivers(39:27) TE Waivers(42:22) DST Waivers(46:57) QB StreamersConnect with the show:Subscribe on YouTubeVisit us on the WebSupport the ShowFollow on XFollow on InstagramJoin our Discord Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stijn Schmitz welcomes Dr. Mark Thornton to the show. Dr. Mark Thornton is Economist and Senior Fellow at the Mises Institute. The discussion centers on the current state of precious metals, monetary policy, and economic systems, with a particular focus on gold and silver’s role in the global financial landscape. Thornton argues that gold is fundamentally money, and governments have only recently forced their way into replacing commodity money with fiat currency. He suggests that the current precious metals market is still in its early stages, with central bank buying and distrust in the US dollar driving significant interest. The gold and silver markets are experiencing growing pains, with increasing investor attention and potential for further price appreciation. The conversation delves into the fundamental differences between Austrian and Keynesian economics. Thornton criticizes Keynesian economics as a state-controlled ideology that promotes government spending and manipulates interest rates, whereas Austrian economics advocates for market-driven monetary systems and private property rights. He highlights how central bank policies create economic bubbles and exacerbate wealth inequality by favoring asset-rich individuals. Thornton sees potential for a significant monetary transformation, potentially triggered by the current precious metals bull market. He believes the collision between Western and Eastern financial markets, coupled with the rise of cryptocurrencies, could lead to a fundamental restructuring of monetary systems. The possibility of a return to a gold standard or a gold-backed settlement currency is discussed as a potential future scenario. The economist also warns about potential economic bubbles in artificial intelligence and private equity, arguing that the Federal Reserve’s monetary policies have created unsustainable conditions across various sectors. He believes that while central banks have been able to temporarily extend economic cycles, their power is not infinite, and a significant market correction is inevitable. Thornton concludes by emphasizing the importance of understanding Austrian economic principles and encourages listeners to explore the works of economists like Friedrich Hayek to gain deeper insights into monetary systems and economic dynamics. Timestamps: 00:00:00 – Introduction 00:01:19 – Gold as Money 00:04:21 – Central Bank Distrust 00:05:52 – Bull Run Early Stages 00:09:35 – Historical Parallels 1980s 00:14:15 – Return to Gold Standard 00:18:16 – Bond Markets Unraveling 00:24:07 – Austrian vs Keynesian Economics 00:31:19 – Flexible Inflation Targeting 00:33:53 – Silver Monetary Role 00:45:46 – AI Private Equity Bubbles 00:51:11 – Future Recession Outlook 00:55:41 – Concluding Thoughts Guest Links: Website: https://mises.org X: https://x.com/DrMarkThornton E-Mail: mailto:mthornton@mises.org YouTube: https://www.youtube.com/results?search_query=mark+thornton+minor+issues Book-Hayek: https://mises.org/library/book/hayek-21st-century-essays-political-economy Dr. Mark Thornton is a Senior Fellow at the Mises Institute and formerly held the Peterson-Luddy Chair in Austrian Economics. He hosts the podcasts Minor Issues and Unanimity and is Book Review Editor of the Quarterly Journal of Austrian Economics. His books include The Economics of Prohibition, Tariffs, Blockades, and Inflation, The Bastiat Collection, and The Skyscraper Curse. He has served on multiple editorial boards, taught economics at several universities, and worked as Assistant Superintendent of Banking and adviser to Alabama Governor Fob James. He holds degrees from St. Bonaventure University and Auburn University and has debated the “War on Drugs” at the Oxford Union. Dr. Thornton has been featured in major outlets such as The Economist, Forbes, New York Times, Wall Street Journal, and USA Today, along with numerous international and regional newspapers. His commentary appears regularly on the Mises Institute's platforms and on programs such as Boom-Bust, the Tom Woods Show, and the Scott Horton Show.

Portfolio Manager at Animoca Brands and former Chief Investment Officer at Node Capital, Shan Han joins Jeremy Au to trace his path from Hong Kong trading to fintech and Web3, discuss how early crypto grew from ideology, and explain why tokenizing assets like student loans can unlock education across Southeast Asia. They explore how customer urgency validates real problems, how global liquidity reshapes emerging markets, and how regulation and permissioned systems will define the future of crypto. Shan also reflects on leaving hedge funds to build companies that solve urgent needs. 06:00 First startup taught real founder lessons: Shan overbuilt the product and underinvested in speaking to customers, which he now sees as his biggest early mistake. 09:00 ICO wave created opportunity and chaos: Node Capital traded markets and backed early tokens as crypto cycles repeated with massive upside and sharp crashes. 10:00 SME lending proved a painkiller need: Borrowers called him for loans before a product even existed, showing that real demand always leads. 14:00 Tokenized student loans expand access: Global liquidity meets local underwriting so students in the Philippines and Indonesia receive financing they previously could not access. 14:55 Benefits emerge for investors, lenders, and borrowers: On-chain capital finds high-quality yield, local lenders scale faster, and students get more affordable financing. 17:15 Blockchain reshapes student loan markets: Unified liquidity, alternative credit models, and on-chain verification make lending systems more efficient and more inclusive. 22:00 Every major asset will become tokenized: Stablecoins lead the way, followed by T Bills and real-world assets as liquidity and tradability improve. 29:00 Courage means leaving comfort for impact: Shan left a hedge fund he loved to build companies because solving real problems mattered more than staying safe. Watch, listen or read the full insight at https://www.bravesea.com/blog/shan-han-tokenize-real-life Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts #Web3 #DeFi #Tokenization #StudentLoans #EmergingMarkets #CryptoEducation #FintechInnovation #DigitalAssets #FutureOfFinance #BRAVEpodcast

Christoph und Jonas schauen auf verschiedenste Kategorien und welche Spieler für diese infrage kommen

John and Rachelle unpack the latest lender policy shifts, UBank's new 90% no-LMI offering plus listener feedback they received on a recent episode that sparked backlash. Glen James also drops in for a discussion around rentvesting.

Recorded 6th November 2025Follow Dave Hunter on Xhttps://x.com/DaveHcontrarianState of the Markets PodcastTim Price (⁠⁠⁠⁠⁠⁠⁠⁠⁠Tim's Substack⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://timprice.substack.com)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.pricevaluepartners.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Investing Through the Looking Glass (by Tim Price)⁠⁠⁠⁠⁠https://amzn.to/4pXa7pw⁠⁠⁠⁠⁠and Paul Rodriguez⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/prodr1guez ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Somewhere between a biker bar in Nimbin and a data centre in Virginia, we try to make sense of the biggest capital boom in history. The AI revolution has garnered $400 billion of spending this year alone, nearly half of all US growth. What if it's all built on industrial lettuces, tech that expires faster than it earns? From NVIDIA's chip race to Meta's debt-fuelled data farms, the same story keeps repeating: speculation first, profits later. Live from Australia, we trace how bubbles drive innovation, and destruction, from railroads to radio to AI. They ask who really benefits when Silicon Valley welcomes the bubble, Wall Street fears it, and democracies are left to clean up the crash. Hosted on Acast. See acast.com/privacy for more information.

It's time to set fantasy lineups for Week 8. In this video, I break down the must starts, must sits, sleepers, rookies, boom/bust plays, and my Week 8 winner so you can dominate your fantasy football matchups We'll cover:

It's time to set fantasy lineups for Week 7. In this video, I break down the must starts, must sits, sleepers, rookies, boom/bust plays, and my Week 7 winner so you can dominate your fantasy football matchups We'll cover:

Is there really a way to time the market? In this episode of John and Rach are joined by Darren Wilson from Property Share Market Economics to chat about the 18.6 year real estate cycle. They discuss:

It's time to set fantasy lineups for Week 5. In this video, I break down the must starts, must sits, sleepers, rookies, boom/bust plays, and my Week 5 winner so you can dominate your fantasy football matchups We'll cover:

Ed Campbell, the founder of Red Hook Phoenix Investment Partners, says that key shifts in the economy triggered by advancements in artificial intelligence and automation, changes to the financial situation, shifting geopolitics and more will make it so that markets and economies don't get so far off-kilter that they create boom and bust patterns. He says recessions and downturns will continue, but that the market will act more like it has in recent years, where it has climbed the wall of worry to new heights overcoming stumbles but avoiding crashes. Todd Rosenbluth, head of research at VettaFi, acknowledges that the government shutdown and other current conditions have made investors nervous, so his ETF of the Week is a pick with built-in downside protection to calm the nerves. In the Market Call, Adam Coons, chief investment officer at Winthrop Capital Management, discusses how he uses ETFs for a core-and-satellite investment approach that currently is neutral to market conditions, meaning that he believes investors should be rebalancing portfolios to return to planned asset allocations.

It's time to set fantasy lineups for Week 4. In this video, I break down the must starts, must sits, sleepers, rookies, boom/bust plays, and my Week 4 winner so you can dominate your fantasy football matchups We'll cover:

GameStop is holding a major sale on amiibo, including recently released ones, leading Patrick and Mark to wonder if there's an amiibo demand problem and what that means for the future of the toy line. Plus, trying to figure out what the deal is with Metroid Prime 4, the guys both roll credits on the Donkey Kong Banaza DLC, and more.The guys also talk about:Mark finally diving into Dragon Quest III HD-2D.Nintendo of America outsourcing its customer service.Resident Evil Requiem pricing in the UK and what we expect in the US.A recent Nintendo patent around earning rewards while playing games.Is the Nintendo Today app improving?SUPPORT US ON PATREON: https://www.patreon.com/nintendocartridgesocietyFRIEND US ON SWITCH / SWITCH 2Patrick: SW-1401-2882-4137Mark: SW-8112-0583-0050

It's time to set fantasy lineups for Week 3. In this video, I break down the must starts, must sits, sleepers, rookies, boom/bust plays, and my Week 3 winner so you can dominate your fantasy football matchups We'll cover:

Joe Bond, AJ Applegarth, and Corey Pieper spotlight the biggest Week 3 fantasy football boom/bust picks at RB, WR, TE, and QB. Get expert rankings, bold calls, and the reasoning behind every player we're high or low on. Join Fantasy Six Pack for full rankings, projections, and DFS/betting advice: fantasysixpack.net/plans use promo code F6PPODS to save 15%! Follow the hosts: Joe (@F6P_Joe), AJ (@AppleGarthAlgar), Corey (@copieps) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A native Miamian with over 36 years experience in the banking sector, City National Vice Chairman and CEO Jorge Gonzalez has seen it all in South Florida. In this episode with SFBJ Editor-in-Chief Mel Melendez, he offers an update on rates, the economy and why the boom & bust days are over for Florida's economy.

It's time to set fantasy lineups for Week 2. In this video, I break down the must starts, must sits, sleepers, rookies, boom/bust plays, and my Week 2 winner so you can dominate your fantasy football matchups We'll cover:

Joe Bond and Corey Pieper spotlight the biggest Week 2 fantasy football boom/bust picks at RB, WR, TE, and QB. Get expert rankings, bold calls, and the reasoning behind every player we're high or low on. Join Fantasy Six Pack for full rankings, projections, and DFS/betting advice: fantasysixpack.net/plans use promo code F6PPODS to save 15%! Follow the hosts: Joe (@F6P_Joe), AJ (@F6P_AJ), Corey (@copieps)

Joe Bond, AJ Applegarth, and Corey Pieper spotlight the biggest Week 1 fantasy football boom/bust picks at RB, WR, TE, and QB. Get expert rankings, bold calls, and the reasoning behind every player we're high or low on. Join Fantasy Six Pack for full rankings, projections, and DFS/betting advice: fantasysixpack.net/plans use promo code F6PPODS to save 15%! Follow the hosts: Joe (@F6P_Joe), AJ (@F6P_AJ), Corey (@copieps)

Football is BACK

Brad Evans & Ryan Horvat discuss the players who they think will exceed ADP, not exceed ADP and their favorite prop markets!

Brad Evans & Ryan Horvat discuss players they expect to exceed their ADP and players who will not exceed their ADP. Plus, the guys dive into their favorite prop markets! To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

Brad Evans & Ryan Horvat give their favorite and least favorite players to exceed their fantasy ADP. Plus, the guys discuss their favorite prop markets! To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

Jesse Burrell is the CEO and co-founder of BatchService, now known as BatchData, a real-time data and API platform designed for prop-tech startups and enterprises requiring massive and current housing data. Jesse was a real estate investor who needed better data to target his marketing efforts. BatchService was launched in 2018 with data brokering and subsequently built additional tools and apps.  BatchService grew rapidly to $35 million in revenue by 2022, but regulation changes and economic shifts contracted their core business, forcing them to make drastic cutbacks and pivots. They launched an enterprise data service with APIs for larger companies in 2021, which is now known as BatchData.  In July 2025, BatchService sold its “B2C” software business, comprising two successful products — BatchLeads and BatchDialer — to PropStream for an undisclosed cash amount. Jesse and his co-founders retained the B2B BatchData enterprise data business, now with 30 employees. Quote from Jesse Burrell, cofounder and CEO of BatchService “I had a couple years where I was pinching myself with the amount of money I was taking home every month. It was pretty wild how fast we rose in the first years. So when things changed for us, the fall really hurt, especially when we felt invincible and every idea worked brilliantly for three years.  “When things changed, we stayed pretty patient. We stayed pretty calm, but there was a lot of nights, weeks and months. I went home feeling like a failure and I don't think I was failing. I just think it was the conditions that we got put in. But it was really hard on me mentally. It was very, very tough to get punched so hard in the mouth with like a multitude of things in a short period of time.  “You're not as good as you think you are when it's going good and when it's going bad. It's not typically as bad as you think you are. A lot of it has to do with conditions and things that happen that are out of your control. You're fighting that because you're an entrepreneur and you'll figure it out if you are just persistent and don't give up.” Links Jesse Burrell on LinkedIn BatchService on LinkedIn Batchdata website Stewart Title website The Practical Founders Podcast Tune into the Practical Founders Podcast for weekly in-depth interviews with founders who have built valuable software companies without big funding. Subscribe to the Practical Founders Podcast using your favorite podcast app or view on our YouTube channel. Get the weekly Practical Founders newsletter and podcast updates at practicalfounders.com.

In 1849, when the Gold Rush hit California, the people who were certain to make money were not the miners, but the sellers of picks and shovels. Indeed, America's first millionaire, Samuel Brannan, made his fortune by adding huge margins to everyday items that suddenly become high in demand. Today's sellers of picks and shovels are those providing the hardware and infrastructure to the software and platform providers, and one company stands apart as the beneficiary of the recent boom times in artificial intelligence: Nvidia. They're currently among the top three listed companies in the US, alongside Apple and Microsoft, and are incredibly profitable, with estimated margins in excess of 40%. They've been around for 30 years, and are much more than simply chip fabricators. This week on Cleaning Up, Bryony Worthington sits down with Josh Parker, Nvidia's head of sustainability, to explore some of the challenges and opportunities he sees in the AI and Climate space.Leadership Circle: Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Davidson Kempner, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live. Discover more:Episode 204, the Sierra Leone special: https://www.youtube.com/watch?v=z-5QjSfy2SM Nvidia's Sustainability Report:Earth2: https://www.nvidia.com/en-gb/high-performance-computing/earth-2/cBottle: https://catalog.ngc.nvidia.com/orgs/nvidia/teams/earth-2/models/cbottleMichael's piece on AI efficiency: https://mliebreich.substack.com/p/ai-data-centre-power-and-glory-an

The 2025 NBA Draft didn't disappoint—and we're breaking it all down! From the Utah Jazz's Draft Day drama involving Ace Bailey to the biggest shockers and head-scratchers of the first round, this episode dives deep into everything you need to know.

In this episode of Every Given Sunday, we dive into the high-risk, high-reward world of fantasy wildcards — the players who could win you a championship… or tank your season. These are the guys with massive upside but just as much potential to flame out. We break down why their range of outcomes is so wide, the situations that could push them to the top or bottom of the rankings, and how to approach them on draft day.Whether it's shaky quarterback play, uncertain usage, or injury history, these players are anything but predictable — and that's what makes them so intriguing. Tune in as we debate which wildcards are worth the gamble and which might be better left to someone else's roster.

In this special live episode of Leaning In, Trademark CEO Terry Montesi is joined by returning guest and renowned economist Dr. Peter Linneman to break down what's shaping the economic landscape as we move through 2025.From inflation and interest rates to capital flows, consumer shifts, and real estate dynamics, Peter offers grounded insights and a healthy dose of perspective on where we've been—and where we may be headed.Whether you're navigating strategy in retail, real estate, or simply trying to make sense of a volatile market, this conversation delivers clarity, not noise.

Chris and Casey share their NFL Draft prospects that will most likely boom or bust. Is Cam Ward a guaranteed stud at the NFL level? We debate here.

LIVE: Boy Green is joined by an NFL Draft analyst to reveal the top BOOM/BUST prospects that could fit the Jets!Become a supporter of this podcast: https://www.spreaker.com/podcast/boy-green-daily--1753389/support.

In this thought-provoking discussion on the Real Estate Lowdown, Tampa Bay attorney Bishoy Habib gives a comprehensive analysis as he takes us on a journey through Florida's dynamic property market. From analyzing the pandemic-fueled boom to predicting an upcoming market reset, Bishoy provides valuable perspective on both residential and commercial real estate trends. Drawing from historical cycles and current legislative changes, he balances caution about overheating with long-term optimism for the Sunshine State's economic future. Get the inside track with these insights:• Florida's unique advantages that fueled a pandemic-era real estate boom and the challenges this rapid growth has created for infrastructure and affordability• Historical real estate cycles in Florida and why current market conditions may signal a concerning overheating pattern• Recent policy changes giving borrowers more flexibility and how these can be leveraged during financial difficulties• Commercial lending practices reshaping investor opportunities from experts negotiating deals on the front lines• Why a coming reset might ultimately strengthen the dollar and benefit the broader economyConnect further with Bishoy Habib, Esq at LinkedIn https://www.linkedin.com/in/bishoyhabib/ or Levacy Legal https://levacylegal.com.As your investment partner, First Lien Capital delivers security and strong returns while making real impact. Integrity and values drive our strategy - join our successful investing family and let us create a legacy of financial and community impact together. As your resolution partner, First Lien Resolutions discreetly revives underperforming and distressed asset portfolios into profitable ones, delivering calculated and customized, strategic outcomes needed to protect and maximize your investments. Elevate or revive your portfolio today. Email bill@firstliencapital.com or go to https://www.firstliencapital.com.To learn more, visit:https://billbymel.com/Listen to more episodes on Mission Matters:https://missionmatters.com/author/bill-bymel/

Pastor Bryan Laws

Send us a text The bourbon industry has come a long way from the explosive boom of the 2010s—but where does it stand in 2025? In this episode, we break down the current state of bourbon: Is the hype fading, or is the market simply evolving? With distilleries producing more aged stock than ever, limited releases still commanding attention, and global demand shifting, we explore whether bourbon is still riding high or facing a slowdown. Plus, we'll discuss the impact of craft distilleries, consumer trends, and whether bourbon's premiumization can sustain its momentum. Grab a glass, and let's talk bourbon in 2025!

As POTUS and his VP pile on Ukraine's president in the Oval Office, the world is rightfully re-evaluating the role of the USA in global affairs. Alberta's budget is out as Trump's tariffs loom. Who are the winners and losers? And, are people actually serious about re-naming Wayne Gretzky Drive?  5:15 | Political scientist Dr. Duane Bratt talks Trump vs. everybody except Putin, Ukraine and the rest of the world, Alberta budget implications, and that pesky UCP/AHS story.  37:45 | Edmonton Chamber president and CEO Doug Griffiths, a former PC cabinet minister, digs into the "business" of the Alberta budget with Trump's threatened tariffs on Canada looming.  EDMONTON CHAMBER PROVINCIAL BUDGET LUNCHEON: https://rtrj.info/030325ECCluncheon 57:30 | Is this Liberal bounce back legit? Could Mark Carney actually defeat Pierre Poilievre in a general election? Might Poilievre and the CPC learn something from Doug Ford's PCs? Is Danielle Smith's UCP in trouble if Poilievre's Conservatives form the next federal government? Poll analyst Philippe Fournier of 338 Canada tells us what Canadians are saying.  READ PHILIPPE'S WORK: https://338canada.com/ 1:20:00 | Jespo and Johnny check out the Real Talk Live Chat powered by Park Power for your insights on federal polling, Poilievre v. Carney, and the proper response to Canada's fentanyl crisis.  1:32:20 | Should The Great One have expected this blowback after publicly supporting Donald Trump? We discuss.  TELL US WHAT YOU THINK: talk@ryanjespersen.com  1:50:00 | It's been twenty years since RCMP officers Peter Schiemann, Brock Myrol, Leo Johnston, and Anthony Gordon were gunned down near Mayerthorpe, Alberta. We reflect on one of the darkest days in Canadian history.  1:54:50 | Inspired by a record-breaking cold snap, Real Talker Karen has a reality check for this week's Positive Reflections presented by Kuby Energy.  SUBMIT YOUR POSITIVE REFLECTION: talk@ryanjespersen.com  GET A FREE SOLAR QUOTE TODAY: https://kuby.ca/ FOLLOW US ON TIKTOK, X, INSTAGRAM, and LINKEDIN: @realtalkrj & @ryanjespersen  JOIN US ON FACEBOOK: @ryanjespersen  REAL TALK MERCH: https://ryanjespersen.com/merch RECEIVE EXCLUSIVE PERKS - BECOME A REAL TALK PATRON: patreon.com/ryanjespersen THANK YOU FOR SUPPORTING OUR SPONSORS! https://ryanjespersen.com/sponsors The views and opinions expressed in this show are those of the host and guests and do not necessarily reflect the position of Relay Communications Group Inc. or any affiliates.

Can an increase in the supply of gold cause a boom-bust cycle? Mises believed it was theoretically possible but highly unlikely. Rothbard, on the other hand, said as long as gold is money and there is no fiduciary media, such a scenario was not possible.Original article: Could an Increase in the Supply of Gold Cause a Boom-Bust Cycle?

Can an increase in the supply of gold cause a boom-bust cycle? Mises believed it was theoretically possible but highly unlikely. Rothbard, on the other hand, said as long as gold is money and there is no fiduciary media, such a scenario was not possible.Original article: Could an Increase in the Supply of Gold Cause a Boom-Bust Cycle?

Professor Campbell Harvey, professor of finance at the Fuqua School of Business at Duke University and the inventor of the most famous recession indicator — the inverted yield curve — returns to The Julia La Roche Show for episode 219 to discuss the state of the economy, the yield curve, and what's ahead for U.S. growth. Links:   DeFI and the Future of Finance: https://www.amazon.com/DeFi-Future-Finance-Campbell-Harvey/dp/1119836018 https://www.fuqua.duke.edu/faculty/campbell-harvey https://people.duke.edu/~charvey/ https://twitter.com/camharvey Timestamps: 00:02 Introduction to Professor Campbell Harvey 00:51 BlackRock's "end of boom-bust cycle" thesis 04:15 Historical perspective on market cycles 06:14 Impact of wealthy consumers on economy 07:13 Role of technological innovation 11:37 U.S. leadership in innovation 14:31 Growth prospects and productivity potential 16:09 Post-election growth outlook 24:56 U.S. debt and deficit challenges 28:16 Social Security sustainability issues 32:51 Inverted yield curve indicator discussion 40:11 Impact of technological innovations 45:21 Federal Reserve policy critique 50:20 Distortions from Fed's zero-rate policy 54:18 Future consequences of Fed decisions 59:40 Closing thoughts on U.S. prospects

Dr. Scott Harris, State Health Officer for the Alabama Department of Public Health and now ASTHO President, previews the upcoming year in his new role; Jazmin Orozco Rodriguez, Correspondent for KFF Health News, discusses her article about public health budget cuts; the deadline to apply for ASTHO's next Diverse Executives Leading in Public Health cohort is quickly approaching; and the Public Health Infrastructure Grant has its own newsletter. KFF Health News Article: Boom, Now Bust: Budget Cuts and Layoffs Take Hold in Public Health ASTHO Web Page: Diverse Executives Leading in Public Health ASTHO Web Page: DELPH Applications ASTHO Webinar: Elevating Tools and Resources for Transforming Performance Management PHIG Connections Newsletter  

After a two-week hiatus, Fleri and Baba Yaga return to tackle another topic request: Stopping the Boom/Bust Cycle (Thank You Beez!). Kyle updates the group on the Boston Blockchain project, and Fleri shares some insights learned from his participation in the Gelber Breakout Trading Competition! They wrap things up with some Good/Bad/Ugly and a vow not to go so long between episodes againSponsors and FriendsOur podcast is sponsored by Sue Maki at Fairway Independent Mortgage (MLS# 206048). Licensed in 38 states, if you need anything mortgage-related, reach out to her at SMaki@fairwaymc.com or give her a call at (520) 977-7904. Tell her 2 Bulls sent you to get the best rates available!For anyone trading futures, check out Vantatrading.com. Founded by Mr. W Banks and Baba Yaga, they provide a ton of educational content with the focus of teaching aspiring traders how to build a repeatable, profitable process. You can find our exclusive affiliate link/discount code for Vanta ‘s subscription in our free discord server as well!If you are interested in signing up with TRADEPRO Academy, you can use our affiliate link here. We receive compensation for any purchases made when using this link, so it's a great way to support the show and learn at the same time! **Join our Discord for a link and code to save 10%**Visit Airsoftmaster.com to support one of our own!To contact us, you can email us directly at bandoftraderspodcast@gmail.com Be sure to follow us on Facebook, Twitter, or Discord to get updated when new content is posted! Check out our directory for other amazing interviews we've done in the past!If you like our show, please let us know by rating and subscribing on your platform of choice!If you like our show and hate social media, then please tell all your friends!If you have no friends and hate social media and you just want to give us money for advertising to help you find more friends, then you can donate to support the show here!Baba Yaga:Solving problems, helping set goals, and refining processes is the bulk of Baba's passion. He does that in many contexts ranging from nonprofits to real estate firms and everything in between. He focuses on market structure through the lens of TPO charting and executes based on volume, misplaced large orders, and delta. He loves the opening range breakout and typically trades the market from the “inside out”. Vanta Trading websiteVanta Trading YouTubeFollow Baba Yaga on TwitterFleri:Enter the world of trading with Fleri, a seasoned trader whose journey began in the early days of crypto exchanges and mid-cap stocks. Evolving over time, Fleri redirected his focus to futures and intraday trading, specifically honing his expertise in ES, NQ, RTY, CL, and UB. His approach is deeply rooted in Market Auction Theory, navigating the market by tracking participants through a nuanced blend of pattern recognition and the confluence of Price Action and Order Flow. At the heart of Fleri's trading philosophy is a meticulous plan of execution, identifying areas for the auction to potentially seek value. Leveraging Order Flow and Price Action, he capitalizes on opportunities that present themselves throughout the trading day. Fleri is not just a trader; he's a dedicated educator, sharing his insights through podcasts, Twitter, and Discord to support fellow traders on their journeys. What sets Fleri apart is not only his technical prowess but also his lighthearted approach and transparency about both past and current struggles. In the complex world of trading, Fleri brings not only expertise but also a relatable and open demeanor, creating a supportive environment for traders to learn and thrive.Follow Fleri on TwitterAvo Alpha DiscordSub to Rare Barrel on YouTubeAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

A powerful group of associates who represent Reggie Middleton joins me to discuss his case and the patents. You will learn the incredible coercion by the SEC to flip witnesses while trying to take control of Middleton's valuable patents. The group shares their own experiences and explains why they believe his patents are the most valuable patents that exist in the world. You can learn more about this case and about Reggie Middleton's work at t.me/Veritaseumofficial or on the TwitterX channel at X.com/SovereignRiz/articles Links mentioned in the show: Sign up for my Substack at https://SarahWestall.Substack.com Nano Soma: Try the Amazing Nano Soma line of products and receive a 10% discount at https://iwantmyhealthback.com/sarah Leela: Learn more about Leela's Quantum Tech at https://bit.ly/3iVOMsZ or at https://SarahWestall.com/shop Consider subscribing: Follow on Twitter @Sarah_Westall Follow on my Substack at SarahWestall.Substack.com See Important Proven Solutions to Keep Your from getting sick even if you had the mRNA Shot - Dr. Nieusma MUSIC CREDITS: “In Epic World” by Valentina Gribanova, licensed for broad internet media use, including video and audio       See on Bastyon | Bitchute | Brighteon | Clouthub | Odysee | Rumble | Youtube | Tube.Freedom.Buzz   Reggie Middleton Biography DISRUPTOR-IN-CHIEF, VERITASEUM AND CO-CHIEF EXECUTIVE OFFICER, VERITASEUM SECURITIES Reggie has advised tens of thousands of investors, traders, hedge funds, family offices and global banks. Mr. Middleton publicly predicted the fall of Bear Stearns, Lehman Brothers, GGP (2nd largest US retail REIT), and the European sovereign debt crisis amid nearly 100 successful macro and investment calls. Reggie's firm has been the first to settle a peer-to-peer blockchain swap, the first to apply for patent protection for the capital markets application of the technology in every major financial jurisdiction, and has heralded the merits of blockchain-based assets since 2013. He has been featured on The Keiser Report, Boom Bust, Bloomberg, BBC and CNBC on a regular basis. Fun fact: Reggie is an accomplished mixed martial artist, initially qualified for the 1988 olympic team and is an active fighter, self-sovereign philanthropist and father of three.    

The Charlotte Ledger reports on how the Charlotte building boom is cooling in the multi-family, retail, and office sectors. Plus, did apartment complexes in Charlotte collude to price-fix rents? The US Department of Justice alleges the industry used AI to do so. Also, trashy roads and a beloved bug in the Queen City has been discarded in a dump along Independence Blvd. Subscribe to the podcast at: https://ThePeteKalinerShow.com/  All the links to Pete's Prep are free: https://patreon.com/petekalinershow  Advertising inquiries: Pete@ThePeteKalinerShow.comGet exclusive content here!: https://thepetekalinershow.com/See omnystudio.com/listener for privacy information.

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Nick Whalen makes his triumphant return to the podcast to join Joe Bartel in discussing the biggest boom-or-bust players in best ball drafts. The guys talk Derrick Henry, Aaron Jones, Rachaad White, Christian Watson, Rashod Bateman, George Pickens, DeAndre Hopkins, Jameson Williams and more. Later, they recap the first five rounds of the ongoing Sirius XM Best Ball Draft, where Joe already landed a pair of rookie WRs. PrizePicks Download PrizePicks today and use code ROTOPOD for a first deposit match up to $100! Sign up now!  Pick more. Pick less. It's that easy! Circa Stadium Swim, at Circa Resort and Casino in Downtown Las Vegas, is America's favorite place to watch sports. Level up this year's fantasy football draft and make Stadium Swim your #1 pick.  Click here to learn more details about hosting your 2024 fantasy football draft at Stadium Swim! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jun 4, 2024 – Today we're going to discuss the boom-bust cycle in the semiconductor industry, the great outsourcing of white-collar jobs to artificial intelligence via all the data centers going up around the nation, and lastly the potential...

As investors look for clues on market durability, our Chief U.S. Equity Strategist highlights which sectors could show more widely distributed gains in the near term.----- Transcript -----Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley's CIO and Chief US Equity Strategist. Along with my colleagues bringing you a variety of perspectives, today I'll be talking about an opportunity for energy stocks to keep working in the near term.It's Tuesday, March 26th at 9:30 am in New York. So let's get after it.Over the past five months, global stocks are up about 25 percent while many other asset prices were up double digits or more. What's driving this appreciation? Many factors are at work. But for stock indices, it's been mostly about easier financial conditions and higher valuations rather than improving fundamentals. Granted, higher asset prices often beget even higher prices – as investors feel compelled to participate. From our perspective, it's hard to justify the higher index level valuations based on fundamentals alone, given that 2024 and 2025 earnings forecasts have barely budged over this time period. We rolled out our “Boom-Bust” thesis in 2020 based on the shift to fiscally dominant policy in response to the pandemic. At that point, our positive view on stocks was based on the boom in earnings that we expected over the 2020-2021 period as the economy roared back from pandemic lows. Our outlook anticipated both accelerating top line growth and massive operating leverage as companies could reduce headcount and other costs while people were locked down at home. The result was the fastest earnings growth in 30 years and record high margins and profitability. In other words, the boom in stocks was justified by the earnings boom that followed. Stock valuations were also supported by arguably the most generous monetary policy in history. The Fed continued Quantitative Easing throughout 2021, a year when S&P earnings grew 48 percent to an all-time high.Today, stock valuations have reached similarly high levels achieved back in 2020 and [20]21 – in anticipation of improving growth after the earnings deterioration most companies saw last year. While the recent easing of financial conditions may foreshadow such an acceleration in earnings, bottom-up expectations for 2024 and [20]25 S&P 500 earnings remain flat post the Fed's fourth quarter dovish shift. Meanwhile, small cap earnings estimates are down 10 percent and 7 percent for 2024 and [20]25, respectively since October. We think one reason for the muted earnings revisions since last fall, particularly in small caps, is the continued policy mix of heavy fiscal stimulus and tight front-end interest rates. We see this crowding out many companies and consumers. The question for investors at this stage is whether the market can finally broaden out in a more sustainable fashion. As we noted last week, we are starting to see breadth improve for several sectors. Looking forward, we believe a durable broadening comes down to whether other stocks and sectors can deliver on earnings growth. One sector showing strong breadth is Industrials, a classic late-cycle winner and a beneficiary of the major fiscal outlays for things like the Inflation Reduction and CHIPS Act, as well as the AI-driven data center buildout. A new sector displaying strong breadth is Energy, the best performer month-to-date but still lagging considerably since the October rally began. Taking the Fed's recent messaging that they are less concerned about inflation or loosening financial conditions, commodity-oriented cyclicals and Energy in particular could be due for a catch-up. The sector's relative performance versus the S&P 500 has lagged crude oil prices, and valuation still looks compelling. Relative earnings revisions appear to be inflecting as well. Some listeners may be surprised that Energy has contributed more to the change in S&P 500 earnings since the pandemic than any other sector. Yet it remains one of the cheapest and most under-owned areas of the market. Thanks for listening. Subscribe to Thoughts on the Market on Apple Podcasts or wherever you listen and leave us a review. We'd love to hear from you.