Podcasts about bull case

In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dissect the ripple effects of tariffs, high interest rates, and a wavering investment environment on the U.S. and global economies.With companies freezing investment plans and government spending cooling off, the duo explores how the consumer remains the last line of economic defense—so long as the labor market holds. They also explore why the Fed might be making a mistake by keeping rates elevated, the possibility of a white-flag moment from President Trump, and how diversification remains the smartest play during times of uncertainty.Key TakeawaysTariffs Are Already Reshaping Corporate Behavior GDP Growth is Vulnerable Labor Market is the Tipping Point Fed Policy May Be Too Tight for Too Long The Market's Bull Case? Trump Waves the White Flag Next Week's Guest: Cathie Wood Our next episode will feature Ark Invest's Cathie Wood, as we'll dive into tech and recession perspectives.Connect with Ryan: LinkedIn: Ryan DetrickX: Ryan DetrickConnect with Sonu: LinkedIn: Sonu VargheseX: Sonu VargheseMusic Credit: Ryan the Savior of Stocks – by Jake Guttman (This song was created using A.I.) https://suno.com/song/c11f8ece-b4b8-45f0-b6e6-ae0e761708b7Questions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com#FactsVsFeelings #Markets #Tariffs #FedPolicy #GDP #LaborMarket #Investing #Diversification #InterestRates #TrumpEconomy #CathieWood #EconomicOutlook #ConsumerSpending

Tariffs were back on the table, and then they weren't. Last week, the Trump administration stunned markets with an announcement of sweeping new tariffs, including a 10% blanket rate and a 125% tariff on Chinese imports. But within days, most of those tariffs were put on a 90-day pause.  The result? A rollercoaster in equities, credit, and crypto… and plenty of questions about what's really next. Seth Ginns, managing partner at CoinFund, is watching all of this closely. He says the data is flashing stress, but underneath, something else is building. In this episode, Seth breaks down: Why tariffs hit crypto harder than most investors expected The metrics that could signal the next macro moves and their impact on digital assets Why he's still cautiously bullish, even amid volatility Whether an altcoin season is coming Why Bitcoin's safe haven narrative might finally be tested Why the Trump administration's policies, despite the turbulence, boost crypto Visit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.com Thank you to our sponsors! BitKey: Use code UNCHAINED for 20% off FalconX  Mantle  Guest Seth Ginns, Managing Partner at CoinFund Links Subscribe to our new crypto + macro newsletter! https://bitsandbips.beehiiv.com/subscribe Recent coverage of Unchained on the economy and tariffs:  Arthur Hayes on Why Tariffs Will Be Good for Bitcoin and Crypto Bits + Bips: Why a U.S. Recession May Be Coming — And Still Isn't Priced In Bits + Bips: Trump's Tariffs Are Causing Mayhem, But Will They Revive U.S. Manufacturing? Trump Tariffs Sink Crypto, BlackRock Pumps Bitcoin's Bags Why Trump-Induced Stagflation Could Finally Make Bitcoin a Safe Haven In Market Crash, What Should You Buy? Crypto VCs Are Making These Bets Bitcoin Tops $83,000 as Tariff Pause Sends Markets Soaring Crypto Traders See Another $1B Liquidated Amid Tariff Turbulence  Timestamps:

William Lee takes the contrarian route with tariffs after markets plunged in its worst session in five years. He offers a "rat poison" analogy and says markets are too focused on the tariffs themselves instead of their end goal. William says President Trump will eventually break down trade barriers and regulation, opening the door to new economic opportunity for the U.S.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

► If you enjoyed the episode, please leave us a good review!► More from PIF: https://linktr.ee/practicalislamicfinanceThe Bull CaseIn this episode, we will cover:IntroMarket Trends Driving OptimismInterest Rates & Stock PerformanceHigh-Growth Sectors to WatchKey Risks to Keep in MindFinal ThoughtsCONTACT USsalam@practicalislamicfinance.comABOUT OUR PODCASTOur podcast is about helping people ethically build wealth. We cover a broad range of topics, including stock and crypto investing, product reviews, and general financial well-being.DISCLAIMERAnything you hear in this video is an opinion. It is not personalized financial advice. Make sure you do your due diligence before making any investment decisions.

Scott weighs in on the school choice debate and whether vouchers could make private education more accessible. Then, he breaks down Reddit's stock struggles—and why he still sees it as a strong long-term investment. Plus, we're introducing something new: The Reddit Hotline, where we pull questions straight from Reddit. Scott answers listener questions on generational wealth, exclusivity in business, and where he draws the line with his dirty jokes. Want to be featured in a future episode? Send a voice recording to officehours@profgmedia.com, or drop your question in the r/ScottGalloway subreddit. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Mitchell Green is the Founder and Managing Partner of Lead Edge Capital. Mitchell has led or co-led investments in companies including Alibaba, Asana, Benchling, ByteDance, Duo Security, Grafana, Mindbody, and Xamarin, among several others. In Today's Episode We Discuss: 04:31 How Bessemer Taught Me The One Golden Rule of Investing 06:48 Why AI Infrastrcture is the Worst Investment to Make 08:51 Why it is Comical to think there will be $BN one person companies? 09:26 WTF Happens To The Cohort of SaaS Companies With Slow Growth, Not Yet Profitable and $50M-$200M in Revenue 16:12 What is the Biggest Problem with the IPO Market 23:24 When is the Right Time to Sell in VC and How a Generation F******* it Up 27:37 Biggest Advice to Smaller Emerging Managers 40:13 The One Question That Tells You if a Business is Good 43:01 Why LPs are More Important than Founders 45:03 One Question Every LP Should Ask Their VCs 46:03 Why TikTok Does Not Matter to ByteDance and It Is a Screaming Buy 51:30 Why We Drastically Underestimate the Power of Chinese AI? 55:18 Why Social Media is the Most Dangerous Thing in Society 01:00:07 Quick Fire Questions  

Kyle Samani is the Co-Founder and Managing Partner of Multicoin Capital. In this episode, Samani discusses the current state of the crypto market and venture capital funding in the industry. Samani highlights areas which he believes are key investment opportunities, and lays out why he sees a brighter future for Solana in on-chain finance over Ethereum. OUTLINE 00:00 Introduction 00:32 Sponsor Break 02:24 VC Funding Downtrend 08:04 Clarifying Crypto's Usecases 13:46 New Era of Crypto Regulation 17:06 Regulatory Clarity = Increased Investment? 22:49 Samani's Revised Solana Thesis 25:28 Solana vs. Ethereum 32:17 Closing Thoughts & Predictions GUEST LINKS Kyle Samani on X: https://x.com/KyleSamani Multicoin capital on X: https://x.com/multicoincap Are you hiring in crypto? Use Campus to quickly find your best candidates with our challenging Crypto Assessment Test. Faster hiring, stronger teams. Sign up for a trial today: theblock.co/campus This episode is brought to your by our sponsors: Fidelity Explore Fidelity crypto careers today. Go to crypto.FidelityCareers.com to learn more. Uranium.io Investing in uranium is now widely accessible. Visit uranium.io to learn more.

This week, the Hivemind team discuss the macro uncertainty impacting markets, the future of meme coins, and a deep dive into Hyperliquid and its valuation. We also dig into the bull case of Celestia, Ethena's new L1, the new era of programming, and more. Enjoy!. -- Start your day with crypto news, analysis and data from Katherine Ross and David Canellis. Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire Follow Ceteris: https://x.com/ceterispar1bus Follow Jose: https://x.com/ZeMariaMacedo Follow Yan: https://x.com/YanLiberman Follow Duncan: https://x.com/FloodCapital Follow Empire: https://x.com/theempirepod Subscribe on YouTube: https://bit.ly/4jYEkBx Subscribe on Apple: https://bit.ly/3ECSmJ3 Subscribe on Spotify: https://bit.ly/4hzy9lH Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:50) Market Overview and Bitcoin's Position (4:15) Macro Trends and Economic Uncertainty (10:21) Crypto Market Sentiment and Predictions (14:32) The Future of Meme Coins (19:33) Hyperliquid Deep Dive (32:22) Understanding Celestia's Role in Blockchain (40:11) Comparing Celestia to Ethereum (44:10) Ethena's New L1: Converge (54:33) Vibe Coding: The New Era of Programming (1:04:04) Delphi's AI and Crypto Accelerator -- Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.

Peter Singlehurst is the Head of Private Companies at Baillie Gifford. He has led research on a wide range of private investments including Epic Games, Bending Spoons, Anduril, Solugen, Scopely, and Grammarly, as well as a number of private holdings that have since transitioned to the public markets such as Airbnb, Affirm, Warby Parker, Wise and Tempus AI.  In Today's Episode with Peter We Discuss: 04:24 How I Accidentally Came to Manage One of the Largest Private Investment Firms in the World 07:29 What I Learned Losing 100s of $Ms  10:22 The 10 Questions Baillie Gifford Needs to Answer to Make an Investment 15:53 Why We Did Not Double Down in Stripe and Turned Down Coinbase 33:10 The ByteDance Investment Case 36:33 Why Would Any Good Company Go Public Today 39:19 Growth Stage Investing Trends 40:46 How Anduril Becomes a $200BN Company 45:39 Is 2024 Different to the Madness of 2021 and 2022 47:18 The Decision-Making Process Inside a $217BN Firm 49:00 How Does Re-Investment Decision-Making Differ from Original Investments 55:56 Future of Growth Equity Investing 58:12 Quick Fire Questions  

Despite current negative sentiment about Canada, there are significant opportunities for growth and development, particularly in natural resources and technology sectors. Resource Wealth: Canada has vast natural resources including third-largest oil reserves, largest potash reserves, and 20% of world's freshwater, creating economic stability through jobs and revenue Future Growth Drivers: Data centers are emerging as a major opportunity due to Canada's cold climate and energy resources, while population growth aims for 100 million by 2100 Watch On YouTube Get Your Navigating Capital Event Tickets Exchange-Traded Funds (ETFs) | BMO Global Asset Management Buy & sell real estate with Ai at Valery.ca Get a mortgage pre-approval with Owl Mortgage See omnystudio.com/listener for privacy information.

Investopedia's Caleb Silver poses the question to investors considering Docusign (DOCU) for their portfolios: "can I invest in Docusign as a utility?" He argues the company shows signs of slowing growth but notes the foundation for its long-term holds. Scott Berg also believes in the long-term bull case for Docusign. He wants to see traction for the company's contract work.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

In this episode, we dig into how pro-business policies from the incoming Trump administration has helped shape our bull-case scenario for the year. To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.

Ark Invest CEO Cathie Wood doubles down on her $1,500,000 Bitcoin price prediction bull scenario as the most likely outcome: “We actually think the odds have gone up that our bull case will be the right number, because of what is becoming the institutionalization of this new asset class.” Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to Crypto Today with Connor Sephton — your easy-to-understand look at the top stories.In today's episode: Bitcoin falls $2,000 in 10 minutes after a surprise rise in U.S. inflation.Why Cathie Wood thinks BTC will hit $1.5 million by 2030.Donald Trump releases a Russian crypto criminal from jail.And a nude artist's memecoin flops spectacularly.Give our show a follow wherever you get your podcasts and follow us on X: @ConnorSephton and @CryptoTodayPod.

Odwa Magwentshu from Momentum unpacks updates from Kumba Iron Ore, Anglo Platinum and DRD. Derrick Msibi, CEO of STANLIB, discusses the changing face of managing money and whether we can get off the grey list this year. Simon offers his thoughts on managing your portfolio in the era of Trump volatility.

In this episode with Commercial Litigator Joe Carlasare, we discuss: Why there are two economic realities at the same time in America Wealth gap widening and the strain on young people Trump's Executive Order on Crypto and SBR Stablecoins and demand for U.S. Debt Bitcoin for the average person Coin Stories is powered by Genius Group (NYSE American $GNS). Genius is a Bitcoin-first business delivering AI powered, education and acceleration solutions for the future of work. Learn more at https://www.geniusgroup.ai/btc-newsletter. ---- Guest Bio: Joe Carlsare is a partner at Amundsen Davis in Chicago, and co-chair of the Cryptocurrency, Blockchain and FinTech Service Group. He's been an active investor and proponent of Bitcoin since 2015. Follow Joe on X at https://x.com/joecarlasare ---- Subscribe to our free weekly newsletter https://thenewsblock.substack.com/ It's a 10-minute read to keep you updated on Bitcoin and the economy.  ---- Natalie's Promotional Links:  Secure your Bitcoin with collaborative custody and set up your inheritance plan with Casa: https://www.casa.io/natalie          For easy, low-cost, instant Bitcoin payments, I use Speed Lightning Wallet. Get 5000 sats when you download using this link and promo code COINSTORIES10: https://www.speed.app/sweepstakes-promocode/ River is where I DCA weekly and buy Bitcoin with the lowest fees in the industry: https://partner.river.com/natalie  Safely self-custody your Bitcoin with Coinkite and the ColdCard Wallet. Get 5% off: https://store.coinkite.com/promo/COINSTORIES Master your Bitcoin self-custody with 1-on-1 help and gain peace of mind with the help of The Bitcoin Way: https://www.thebitcoinway.com/natalie Bitcoin 2025 is heading to Las Vegas May 27-29th! Join me for my 4th Annual Women of Bitcoin Brunch! Get 10% off Early Bird passes using the code HODL: https://tickets.b.tc/affiliate/hodl/event/bitcoin-2025   Protect yourself from SIM Swaps that can hack your accounts and steal your Bitcoin. Join America's most secure mobile service, trusted by CEOs, VIPs and top corporations: https://www.efani.com/natalie  Connect with Bitcoiners and Bitcoin merchants wherever you live and travel on the Orange Pill App: https://signup.theorangepillapp.com/opa/natbrunell ---- This podcast is for educational purposes and should not be construed as official investment advice. ---- VALUE FOR VALUE — SUPPORT NATALIE'S SHOWS Strike ID https://strike.me/coinstoriesnat/ Cash App $CoinStories   #money #Bitcoin #investing  

Ed Yardeni is one of the most influential voices on Wall Street. In this interview, he explains why we're in the “Roaring '20s,” how he coined the terms Bond Vigilantes and the Fed Model, and why being a permabull has been his successful strategy for the last 45 years. https://www.yardeni.com https://www.yardeniquicktakes.com Acquista il libro di The Bull! Sei già ricco ma non lo sai (disponibile a questo link) =============================================== Investi con Fineco, 60 trade gratis nei primi tre mesi con il codice TRD060-TB.(#ad). Investi con Scalable in azioni e ETF a prezzi imbattibili. 4Books, 7 giorni di prova e sconto del 30% L'Assicurazione sulla Vita semplice e conveniente: Turtleneck. I link sono sponsorizzati e l'Autore potrebbe percepire una commissione. =============================================== ATTENZIONE: I contenuti di questo canale hanno esclusivamente finalità di informare e intrattenere. Le informazioni fornite sul canale hanno valore indicativo e non sono complete circa le caratteristiche dei prodotti menzionati. Chiunque ne faccia uso per fini diversi da quelli puramente informativi cui sono destinati, se ne assume la piena responsabilità. Tutti i riferimenti a singoli strumenti finanziari non devono essere intesi come attività di consulenza in materia di investimenti, né come invito all'acquisto dei prodotti o servizi menzionati. Investire comporta il rischio di perdere il proprio capitale. Investi solo se sei consapevole dei rischi che stai correndo. Learn more about your ad choices. Visit megaphone.fm/adchoices

Nabeel Hyatt is a General Partner @ Spark Capital, one of the leading firms of the last decade with portfolio companies including Twitter, Anthropic, Coinbase, Affirm, Discord, Deel and more.  In Todays Show with Nabeel Hyatt We Discuss: 1. The Rules of Investing: What have been Nabeel's biggest lessons on price sensitivity? When did he not pay up and with the benefit of hindsight, wish he had of paid up? How important is ownership to Nabeel and Spark? How does Nabeel think about reserve investing and doubling down? Why does Nabeel not engage in secondary markets? How does Nabeel think about when is the right time to sell? Why does Nabeel think the majority of market sizing is total BS? 2. The Venture Landscape: Run by Principles and Broken:  Why does Nabeel believe this generation of AI investing will require a different mindset to the one that made VCs successful over the last decade? Why does Nabeel believe that venture is currently run by principals and associates? Why is that such a problem? Why does Nabeel believe that the majority of venture firms today are dead but do not know it yet? What does Nabeel believe happens to the mega multi-stage firms who have raised billions and billions? 3. How to Win the VC Game in a World of AI: Infrastructure, models, apps: where does Nabeel believe the most value will accrue in the next decade of AI investing? What does Nabeel mean when he says there are three categories of AI apps today? Where does Nabeel believe the most valuable will be built? Does Nabeel believe Deepseek hurt or helped the future for Anthropic? How could Anthropic be a $100BN company from this point? What does no one see about the next 10 years of AI that everyone should see?  

In this episode, Erik Torenberg and Noah Smith discuss wide range of topics, including Trump's executive orders and their effects on U.S. politics, international tariffs, Michael Pettis's views on China's economy, the Middle East's potential with solar energy, and Europe's socio-political shifts, all through the lens of economics. --

In this episode of Bankless, Reid Hoffman, co-founder of LinkedIn and author of Super Agency, explores how AI is set to transform humanity and amplify individual potential. We dive into Hoffman's vision of “super agency,” We examine AI's potential to democratize technology and reshape society, along with an analysis of four distinct perspectives on its impact: pessimistic, cautious, ambitious, and balanced. Hoffman shares lessons from past tech revolutions, the risks of AI misuse, and how innovation can unlock a more optimistic future. ------

In this company focused interview, we talk with Abdullah Al-Rezwan, known on Twitter as Mostly Borrowed Ideas. We focus on just two companies: Spotify and Lululemon. In our Spotify segment we cover what an investor would have thought in 2021 about Spotify without the ex post facto analysis and walk through developments in the audio company up to current day. Our Lululemon discussion is centered around the recent shift in market sentiment on the business and how valid the adverse risks are.  You can find more about MBI and become a member to his research service here.  *~*~*~*~*  Get access to all of Speedwell Research's in-depth Research Reports here. If you need help getting Speedwell added as an approved research vendor for your investment firm, please reach out to info@speedwellresearch.com  -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) — Intro Spotify Case Study (3:29) — Spotify Background and Original Investment Thesis (14:38) — Comparisons to Netflix  (21:41) — Spotify Advantages and Industry Dynamics (30:42) — Summarizing the Spotify Thesis (46:12) — What an investor could have seen in 2021 (53:32) — Pricing Discrimination and Pricing Power (57:45) — Clarifying the Bull Case (1:01:03) — Spotify Progress in 2023 (1:11:32) — Tech Risk Exposure   Studying the Lululemon Drawdown and Sentiment Shift (1:19:24) — Shifting to Lululemon (1:22:54) — Bear critiques are cliche (1:26:33) — Why is the Business so Successful?  (1:34:00) — Lululemon Bear Case and Rebuttal (1:45:17) — Alo and Lulu Consumer Preferences (1:47:14) — Risk and Making a Decision on Lulu (1:56:45) — Conclusion -*-*-*-*-*-*-*-*-*-*- Become a Speedwell Member here to gain access to *all* of our in-depth research reports and more!   Sign up for Speedwell's free newsletter and weekly memos here *~*~*~*~*  Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com for any questions, comments, or feedback. -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

In this episode, I speak to Ben Miller, co-founder and CEO of Fundrise about his outlook for commercial real estate in 2025. Despite high mortgage rates, he's taken a positive view and he shares the main reasons why.  Investing in stocks and bonds in your 401(k) or IRA are classic staples for retirement investing. However, I also suggest diversifying into real estate—an investment that combines the income stability of bonds with greater upside potential. I've personally invested over $300,000 with Fundrise, and they've been a trusted partner and long-time sponsor of Financial Samurai. With a $10 investment minimum, diversifying your portfolio has never been easier. Fundrise enables you to 100% passively invest in residential and industrial real estate without the headache of maintenance or tenants. With about $3 billion in private real estate assets under management, Fundrise focuses on properties in the Sunbelt region, where valuations are lower, and yields tend to be higher.  Subscribe To Financial Samurai Listen and subscribe to The Financial Samurai podcast on Apple or Spotify. I interview experts in their respective fields and discuss some of the most interesting topics on this site. Your shares, ratings, and reviews are appreciated. To expedite your journey to financial freedom, join over 60,000 others and subscribe to the free Financial Samurai newsletter. Financial Samurai is among the largest independently-owned personal finance websites, established in 2009. Everything is written based on firsthand experience and expertise because money is too important to be left up to pontification.   

In this episode, our Blockworks Research analysts discuss the current state of Ethereum! They cover Ethereum's REV, the OP Collective's business model, and the L1 to L2 relationship going forward. Additionally, they dive into Ethereum DA, and the splintering of the Ethereum community. Finally, they discuss the impact ETF flows might have on ETH in 2025. Thanks for tuning in! As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice. -- SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 45 Million users over $9 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps. Learn more at skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork -- Follow 0xMims: https://x.com/0xMims Follow Dan: https://x.com/smyyguy Follow Marc: https://x.com/marcarjoon Follow Danny: https://x.com/defi_kay_ Follow Blockworks Research: https://x.com/blockworksres Subscribe on YouTube: https://bit.ly/3foDS38 Subscribe on Apple: https://apple.co/3SNhUEt Subscribe on Spotify: https://spoti.fi/3NlP1hA Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh -- Timestamps: (0:00) Introduction (3:29) What is the Bull Case for ETH? (10:21) Ethereum REV (21:05) The OP Collective's Model vs Ethereum (24:24) The L1 to L2 Relationship Going Forward (33:21) SKALE Ad (34:04) Ethereum DA (44:11) Ethereum Community and ETF Flows (55:31) Closing Comments -- Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place Blockworks Research: https://www.blockworksresearch.com/ Free Daily Newsletter: https://blockworks.co/newsletter -- Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed.

Tony Zhang with OptionsPlay walks through a bullish example trade for Visa (V) ahead of its earnings. He thinks it will continue to benefit from the shift towards e-commerce and electronic payment options over brick-and-mortar and cash. He considers the stock “cheap” at these price levels. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Gm! This week, we're joined by Ryan Watkins to discuss the bull case for Solana in 2025. We deep dive into how Ryan's Solana thesis has developed over time, the rise of AI agents, the state of applications in crypto what to expect in 2025 & more. Enjoy! -- Follow Ryan: https://x.com/RyanWatkins_ Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed Utilize the Solana Dashboard by Blockworks Research: http://solana.blockworksresearch.com/ -- Renaud Partners has built the most elite network of native crypto marketers globally. They create custom, expert teams to support founders with transformative strategy work. Trusted by some of the best founders, VC firms, and ecosystem leaders in the business, helping their teams expedite their marketing success and catalyze their growth. If you're a founder or a VC looking for support for your teams, I highly recommend connecting with them at RenaudPartners.com -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- (00:00) Introduction (02:45) The Solana Thesis (08:48) App Fees & Revenue (12:22) Renaud Partners Ad (13:23) Crypto Infra: Speculation vs Utility (17:29) AI Agents (25:20) The Syncracy Thesis (28:58) L1 Competition (36:29) Bitcoin & The Rise Of L2's (45:31) Hyperliquid (51:56) Does Decentralization Matter? -- Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Dimitri Filipovic is joined by Thomas Drance to break down the bear and the bull case for every playoff contender at the holiday break. If you'd like to participate in the conversation and join the community we're building over on Discord, you can do so by signing up for the Hockey PDOcast's server here: https://discord.gg/a2QGRpJc84 The views and opinions expressed in this podcast are those of the hosts and guests and do not necessarily reflect the position of Rogers Media Inc. or any affiliate.

“Money Movers” provides investors with real-time analysis of the stories and the people attracting the attention of the markets each day. Capturing the energy of day's early trading, the program includes the breaking news and numbers driving stocks and sectors, helping investors make critical decisions. “Money Movers” anchors speak with the CEOs, government decision-makers and newsmakers who play a relevant role in how money is moving.

- SellCell Survey: A.I. Wasn't Important to Smartphone Shoppers Last Month - J.P. Morgan Makes the Bull Case for AAPL With and Without A.I. as Tailwind - TikTok Asks SCOTUS for More Time - Apple Seeds First Developer Betas of Next Round of OS Updates - iOS 18.3 Beta Brings Robot Vacuum Control to Home App - macOS 15.3 Betas Brings Genmoji to Compatible Macs - Air Canada, Delta, and United to “Share Item Location” This Week - Apple Sports App Gets an Update - Apple TV+ Says Full Story of “Silo” to Be Told Through Four Seasons - Apple TV+ Debuts “A Carpool Karaoke Christmas” - Public wifi is everywhere when we're traveling, but is it safe? We're looking at ways to make sure. Plus - security updates in Apple's OS updates on Checklist No. 404, brought to you by SecureMac - online at checklist.libsyn.com - Catch Ken on Mastodon - @macosken@mastodon.social - Chat with us in Patreon for as little as $1 a month. Support the show at Patreon.com/macosken - Send me an email: info@macosken.com or call (716)780-4080!

When it comes to Costco's (COST) long-term outlook, LikeFolio's Megan Brantley shares bullishness when she breaks down the company's membership and web visit data. She says a lack of churn and cancellations will keep momentum up despite a slight dip in Costco's stock after its last earnings. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

BILY Get enhanced Meta Ads event tracking on your store with 100% server side tracking at the lowest rate in all of ecom with Bily by visiting https://bily.ai. // Get the best media buying training on the Internet + a free coaching call with Common Thread Collective's media buyers when you sign up for ADmission here: https://bit.ly/3x99lip // SUBSCRIBE TO THIS PODCAST FOR WEEKLY CONTENT! FOLLOW UP WITH ANDREW X: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/andrewjfaris Email: podcast@ajfgrowth.com Work with Andrew: https://ajfgrowth.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Bitcoin retreated back under $100,000, but Jack Lu expects the incoming Trump administration will pave a bullish path for Bitcoin. Steve Larsen says next year could be crypto's breakout. He says bulls have plenty of room to run, but how long it lasts depends on how investors utilize the blockchain. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Charles Schwab's Joe Mazzola discusses the drivers behind today's market sell-off. Nvidia (NVDA) swerved markets to the downside due to a Chinese anti-monopoly probe against it. Joe talks about Nvidia and other Mag 7 companies' massive grip on the markets. He also looks ahead to the second Trump administration to weigh if bulls put too much emphasis on future policy. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Join Anthony Cheung and Piers Curran as they break down two big market stories: the surge in coffee prices to near 50-year highs and a bold forecast for the S&P 500 to hit 7,000 points next year.From droughts in Brazil to Starbucks' supply chain strategies, they unpack the key drivers behind skyrocketing coffee costs and what it means for consumers and the industry. Then, they turn to equities, exploring Deutsche Bank's bullish S&P 500 outlook—covering valuation gaps, buybacks, and how shifting economic cycles could shape the market ahead.Insightful and packed with practical takeaways for anyone looking to understand the forces driving today's markets.***Experience Finance now at www.amplifyme.com Hosted on Acast. See acast.com/privacy for more information.

Join Alex Tapscott and Andrew Young as they decode the world of Web3 and DeFi. Listen in as they discuss the arguments fueling bearishness on Ethereum, key reasons to be bullish, Solana and which network could be the 'Solana Killer' this cycle, why the PumpFun memecoin launchpad received so much backlash this past week, their willingness to die on ETH MAXI hill, MicroStrategy's aggressive Bitcoin buying as part of its treasury program, and more.

The Moose on The Loose helps Canadians to invest with more conviction so they can enjoy their retirement. Join the Retirement Rocks waitlist here: https://moosemarkets.com/retirement Dividend Income For Life webinar: https://moosemarkets.com/webinar Download The Canadian Rock Stars List, a selection of the safest dividend stocks in Canada: https://moosemarkets.com/rockstars

ARK Invest founder Cathie Wood says Bitcoin remains on track to hit her massive BTC price target. In a new interview on CNBC Squawk Box, Wood says that ARK Invest believes Bitcoin will reach $1,500,000 , an over 1600% gain from its current value. Learn more about your ad choices. Visit megaphone.fm/adchoices

Syncracy Capital co-founder Ryan Watkins sheds light on Ethereum, Solana and finding the next "generational winners" in the crypto market. OUTLINE 00:00 Intro 01:47 Watkins' Crypto Journey 05:22 Syncracy's Liquid Strategy 06:51 Crypto Market Analysis 08:52 Ethereum's Underperformance 13:14 Long-Only 15:34 Picking Winners 20:38 SOL Trade 28:27 Bitcoin vs. Crypto 34:16 Market Cycle Analysis This episode is brought to you by our sponsor Polkadot Polkadot is the blockspace ecosystem for boundless innovation. To discover more, head to polkadot.network The Block Community The Block is launching a new community experience for fans of The Scoop! Follow us on Lens to stay in the loop: hey.xyz/u/theblockcommunity The Block Newsletters The Block's newsletters bring you the latest news and analysis of the fast-moving crypto and DeFi markets. To subscribe, visit theblock.co/newsletters

Shares of Amazon have seen a boost since Donald Trump was elected, but the e-commerce giant has had a tense relationship with the President-elect. Will it fare better during his second time in the White House?

Gm! This week, Joe McCann joins the show to deep dive into his Solana thesis. We discuss whether Solana is still positioned to outperform even after the huge run up in 2024, the election impact on crypto markets, the bullish macro backdrop for risk assets, crypto venture, memes & more. Enjoy! – Follow Joe: https://x.com/joemccann Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed Utilize the Solana Dashboard by Blockworks Research: http://solana.blockworksresearch.com/ -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (00:00) Introduction (00:51) The Solana Thesis (09:09) SOL/ETH Ratio (12:22) Chain Performance (17:26) Who's Buying SOL? (20:16) The Election Impact (26:46) Trading The Election (34:18) Meme Coins (44:37) Solana's Biggest Risk (48:13) Crypto Venture -- Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

This week, we hosted Thad, co-founder of El Dorado, to discuss the upcoming election and its implications on Crypto and DeFi.Timeline:00:00 Introduction & Background04:00 US Election: Candidates and Their Stance on Crypto08:56 The Current Political Landscape12:33 Economic Issues: Inflation, Immigration18:30 Bull Case for Crypto and The US30:00 Crypto Under Different Political Outcomes34:00 Political Implications in The Worst-Case Scenario43:03 The US Identity Crisis Post-Cold War46:30 What is El Dorado and its Vision50:00 The Membership Model and Dorito Utility1:03:03 Understanding Thorchain and Its Innovations1:10:00 Single-Sided Bitcoin Yield w/ El Dorado1:14:45 Post-Game Show~~~~Subscribe to the Flywheel mailing list: https://flywheeldefi.com~~~~Follow FlywheelX: https://twitter.com/FlywheelDeFiTelegram: https://t.me/FlywheelDeFiYouTube: @flywheeldefiSpotify: https://open.spotify.com/show/34xXNO289naHrPB2h4uN4J?si=7aa710b683c04a66Apple Podcasts: https://podcasts.apple.com/ca/podcast/flywheel-defi/id1628697864~~~~ConnectDeFi Dave: https://twitter.com/defidave22Kiet: https://twitter.com/0xkapital_kSam: https://twitter.com/traders_insightLewy: https://x.com/lewquidity~~~~Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

The NIA boys discuss SpaceX Starship, Tesla vs. Waymo & Jensen Huang's Nvidia Bull CaseTimestamps:(00:00:00) - Intro(00:03:36) - SpaceX successful landing (00:06:23) - Mechazilla Chopsticks (00:11:32) - SpaceX vs. traditional space programs(00:12:06) - Other revenue streams for SpaceX(00:12:56) - Why reusability is important(00:17:02) - Elon the public figure (00:17:50) - Elon's mission(00:20:19) - The politicization of Elon(00:29:21) - The origin story of SpaceX(00:32:42) - Mars Mission Timeline(00:35:14) - Space tech spinoffs(00:40:50) - Tesla vs. Waymo approach:(00:51:50) - AMA question on Tesla's We, Robot Event(00:55:26) - NVIDIA Bull CaseWhat Is Not Investment Advice?Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.Subscribe + listen on your fav podcast app:Apple: https://pod.link/notadvicepod.appleSpotify: https://pod.link/notadvicepod.spotifyOthers: https://pod.link/notadvicepodWatch + Subscribe on Youtube:https://youtu.be/i7BCrmeNMOgListen into our group chat on Telegram:https://t.me/notinvestmentadviceLet us know what you think on Twitter:@bzaidi@trungtphan@jackbutcher@niapodcastFollow NIA on social media:Instagram: https://www.instagram.com/notadvicepod/Facebook: https://www.facebook.com/profile.php?id=100089813414522TikTok: https://www.tiktok.com/@niapodcast Hosted on Acast. See acast.com/privacy for more information.

Stocks slid lower in afternoon trading, with energy the only positive sector on the day. Niles Investment Management Founder Dan Niles breaks down where he is positioning, why he likes Meta right now and what to do with your money. Erik Hirsch, Hamilton Lane Co-CEO, has AUM of nearly $1T. Hear his bull cases for infrastructure in private credit and tokenization. Plus, Charles Schwab's Head Trading & Derivatives Strategist Joe Mazzola on where clients are buying and selling the most right now. 

The exploration of the Ethereum Roadmap continues. Today on the show we're bringing back Mike Neuder who was just on the show to give his defense of the Ethereum Roadmap and we're also joined by Blockworks Mike Ippolito who brings a wealth of knowledge from around the crypto industry to add his thoughts to the conversation. We cover the essence of Ethereum, the current state of rollups, value accrual and much more. We end the podcast with just overall bullish vibes and reflecting on what will take to make the promises of the crypto industry manifest in reality. Enjoy! ------

Tony Greer of TG Macro joins the podcast to discuss his bullish view on industrial commodities, especially oil, AI, the upcoming presidential election, and more. This podcast was recorded on Wednesday, Sept. 25, 2024, and was made available to premium subscribers the next day. More information on premium subscriptions is available on our Substack. There are a few points in this episode where adult language is used. Listener discretion is advised. Content Highlights Why energy commodities, precious and base metals are all set up to rally (1:31); China's stimulus package boosted industrial metals. The bounce should not be limited to the short term... (4:57); There are a number of ways to express the 'long commodities' trade. ETFs may be the simplest... (8:59) The bullish case for uranium (10:37); Don't fade the AI story (14:20); The inevitable cryptocurrency discussion (17:04); Background on the guest (22:30); Listener question: What's the inflection point for a move higher in industrial commodities? (26:10); Election discussion (28:17). More Information on the Guest Website: TgMacro.com; Twitter/X: @TgMacro; Substack: @TgMacro.

Why does Bitcoin sucks and is inferior to Gold? Peter Schiff is a financial commentator and economist that is relentlessly bullish on gold and a famous skeptic of bitcoin and cryptocurrencies. He covers a ton of ground in this podcast, from what money really is, why gold can't be disrupted as the ultimate store of value, why we should abolish the Federal Reserve and principles to grow your wealth. ------

In this episode of Hivemind we dive into the arrest of Telegram founder Pavel Durov and its implications for digital freedom. The team explores Maker's rebranding to Skynet and what this means for DeFi. We also debate whether increasing censorship could actually be bullish for crypto, examining the push towards decentralized platforms. The conversation touches on market movements, the ETH/BTC ratio, and the evolving landscape of stablecoins. Throughout, the panel wrestles with the tension between innovation, regulation, and crypto's original ethos. - - Start your day with crypto news, analysis and data from Katherine Ross and David Canellis. Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire?utm_source=podcasts Follow Ceteris: https://x.com/ceterispar1bus Follow Jose: https://x.com/ZeMariaMacedo Follow Yan: https://x.com/YanLiberman Follow Duncan: https://x.com/FloodCapital Follow Empire: https://twitter.com/theempirepod Subscribe on YouTube: https://tinyurl.com/4fdhhb2j Subscribe on Apple: https://tinyurl.com/mv4frfv7 Subscribe on Spotify: https://tinyurl.com/wbaypprw Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Timestamps: 0:00 Introduction 00:58 Why is Crypto Not Moving? 05:40 Is ETH the XRP this Cycle? 10:23 ETH Bull Case 12:33 Pavel Djurov of Telegram Arrested 27:17 Censorship & Crypto's Usecase 38:43 Maker Rebrand to Skynet - - Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.

Rewinding the ticker tape. Jim Roppel, founder of the Roppel Report, joins the “Investing with IBD” podcast to share his analysis of the panic bottom, strategies for removing hedges and the signals he's seeing of a quiet bull case building in the market. Learn about the drug development potential of Eli Lilly (LLY), the bull case in Nvidia (NVDA) and why Cava (CAVA) is in a class of its own. Learn more about your ad choices. Visit megaphone.fm/adchoices

My guest today is Saurabh Mukherjea, the founder and Chief Investment Officer of Marcellus Investment Managers. Saurabh is one of the most articulate fund managers in India, and today, he lays out a compelling case for investing in the country. We start by contrasting India with China and explaining why China receives all the attention despite the much better results from the Indian market. We also cover the bull case for India, the rise of domestic inflows in India, the Indian bond market, and close with a discussion of the risks and the themes Saurabh is excited about over the coming years. Please enjoy this conversation with Saurabh Mukherjea. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @makingmkts | @ericgoldenx Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes: (00:00:00) Welcome to Making Markets (00:01:05) Meet Saurabh Mukherjee: India's Articulate Fund Manager (00:01:18) India vs. China: A Market Comparison (00:01:26) The Rise of Domestic Inflows in India (00:01:33) Challenges and Risks in Indian Markets (00:02:17) Why India is Oversold to American Investors (00:03:59) The Flow of Capital: India vs. China (00:08:30) The Impact of Political Dynamics on Markets (00:09:55) China vs. India: Private Sector Relations (00:11:19) Foreign Direct Investment (FDI) in China and India (00:13:37) Perceptions of Free Market Democracies (00:15:31) Media Influence and Market Trends (00:18:45) The Role of Domestic Investors in India (00:20:19) Wealth Distribution and Investment Trends (00:21:18) Impact of COVID-19 on Market Participation (00:24:16) Regulatory Perspective on Market Growth (00:24:38) Social Shifts Driving Market Trends (00:27:36) Angel Investing Boom (00:28:18) Debt and Corporate Balance Sheets (00:34:31) The Bull Case for India: Key Themes Learn more about your ad choices. Visit megaphone.fm/adchoices

Subscribe to The Realignment to access our exclusive Q&A episodes and support the show: https://realignment.supercast.com/REALIGNMENT NEWSLETTER: https://therealignment.substack.com/PURCHASE BOOKS AT OUR BOOKSHOP: https://bookshop.org/shop/therealignmentEmail Us: realignmentpod@gmail.comFoundation for American Innovation: https://www.thefai.org/posts/lincoln-becomes-faiIn a conversation recorded before the assassination attempt on former President Trump. Curt Mills, Executive Director of The American Conservative, joins The Realignment. Marshall and Curt discuss why he believes President Biden's 2024 campaign is underrated, the explanation for Democrats' lead in swing state Senate races despite Biden's trailing poll numbers, the state of the Republican Party and the conservative movement, and the lessons from the 2022 midterm upset.

#PRC: The Bull Case refused. Fraser Howie, co-author of Red Capitalism: The Fragile Financial Foundation of China's Extraordinary Rise,@GordonGChang, Gatestone, Newsweek, The Hill: https://www.cnbc.com/2024/05/24/jpmorgan-is-positive-on-china-stocks-and-constructive-on-its-property-sector-.html 1913 CHINA