Podcasts about bull market

CMS Holdings operator Dan joins us for a conversation about positioning for the next bull market.Tokenized equities end up bigger than stablecoins, and Dan Matuszewski thinks most people have the reason wrong. It isn't about 24/7 trading or DeFi composability. It's that an enormous share of the world wants to own Nvidia and structurally can't, exactly the gap Tether filled for dollars. He also pushes back on the barbell everyone's crowding into, and makes the contrarian case that L1s are underrated because nobody can articulate why you'd own them.Dan Matuszewski is the Co-Founder of CMS Holdings and previously ran one of crypto's largest OTC trading desks.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro03:13 Altcoin Open Interest Signal04:33 Reading The Winners Basket06:38 Ten Days, 162 Percent of Gains08:17 The Barbell Portfolio Thesis10:39 Everyone Owns The Same Bag14:59 Who's The Next Marginal Buyer17:40 Institutional Adoption Is Still A Joke21:32 Moneyiness Is The Moat24:40 Centralization Stopped Bothering Us27:22 What Happens To Infra29:18 Crypto Needs To Behave31:16 Tokenized Equities Beat Stablecoins34:22 Who Captures Tokenization Value37:33 Where Social Trading GoesGuest Socials:CMS Holdings X: https://x.com/cmsholdingsCMS Holdings Website: http://cmsholdings.io/Partners: If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data. ---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---

Jim Paulsen joins Jack Forehand and Matt Zeigler on the latest Jim Paulsen Show to explore why booming AI earnings may be masking a weakening U.S. economy, and what that means for stocks, bonds, and Federal Reserve policy. Using 27 charts, he examines stalled job creation, rising oil prices, growing reliance on debt to finance AI investment, and why he expects a sharper correction in technology than in the broader S&P 500.⁠Subscribe to the Jim Paulsen Show on Spotify⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to the Jim Paulsen Show on Apple PodcastsTopics covered:Why strong S&P 500 earnings hide a widening divide between technology, energy, and the remaining seven sectors.Why low unemployment claims may offer false comfort when job creation has stalled.Jim's job market misery index and what it suggests about the case for Fed easing.How business investment and employment have broken their historical relationship.Why weak real disposable income, low savings, and higher oil prices threaten consumer spending.How fading economic momentum could push Treasury yields lower despite renewed inflation fears.Why a shrinking wall of worry could remove an important source of support for stocks.What growth stock leadership, household purchasing power, and ISM services data reveal about market risk.How debt-funded AI spending and widening credit spreads change the risks facing technology companies.Why extreme stock outperformance versus bonds could matter for portfolio allocation.The difference between rising profits per worker and sustainable economic productivity.Why Jim expects a tech bear market but a more moderate correction in the broader S&P 500.Timestamps:00:00 Why oil, rates, and tight policy worry Jim05:43 The three-way split hiding beneath strong earnings09:58 Why low jobless claims may be misleading16:18 When business investment stops creating jobs20:48 Can consumer spending outrun real income?26:01 How the wall of worry has supported stocks31:44 Investor complacency and a shift toward growth fears36:58 The disconnect between Main Street and Wall Street41:35 AI debt financing, credit spreads, and the case for bonds47:25 Investment per worker and the yield curve's earnings warning51:52 Profit productivity versus real economic productivity58:08 Why Jim expects a tech bear market and a broader correctionLearn more about the Excess Returns podcast network:https://excessreturns.coNo information discussed in this podcast should be construed as investment advice. Securities discussed may be held by the hosts and guests, their firms or their clients.

Between AI safety risks, crude oil's price spike, and political polarization, Michael Rosen still believes the stock market remains in good shape. He doesn't expect corporate profits bolstering earnings to be impacted much, if at all, by energy fluctuations and a multi-year-high in the 10-year Treasury yield. Michael tells investors to stay diversified as he projects volatility to continue, highlighting healthcare as a corner of Wall Street with opportunities. ======== 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

Michael Shaoul sees crude oil in an early-stage bull market driven by supply disruptions and overlooked by most investors. He notes energy equities are quietly leading global markets, attributes the 10-year yield hitting 5% to strong nominal growth, and sees the Fed as a bystander. He also casts doubt on the AI safety push, calling it an attempt to pre-empt regulation.======== 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

Dan Tapiero, founder and CEO of 50T Funds, joins the show to explain why he believes the crypto market has already bottomed, and why the next phase of the digital asset bull market could be much bigger than investors expect. Dan breaks down the macro signals he believes marked the bottom for Bitcoin and Ethereum, including changes in the U.S. dollar, Treasury markets, gold, liquidity, and interest rates. He also explains why crypto prices can be in a bear market while the broader digital asset ecosystem, including stablecoins, real-world assets, prediction markets, decentralized exchanges, and perpetual futures, continues to grow.~~~~~⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

✔️ If Richard Wyckoff were alive, he'd slap you for not buying BTC under $60k.✔️ Appreciating the laser-accurate bounce off the base quantile.✔️ This has confirmed the start of a new Bull Market since 2012.✔️ The bears' favorite indicator is back to being bullish✔️ According to the Bollinger Bands, a significant move is coming✔️ "Every single time OIL nukes, Bitcoin ends up forming a macro bottom shortly after."✔️ Short term Bitcoin Elliott Wave view.✔️ What the next 13 years of Bitcoin price may look like ✔️ A measured move could take BTC to the mid 90's.✔️ Pack your bags while you still can.✔️ Once BTC clears the 50-week MA, the real fun kicks off.✔️ REVOLUT Data Breach ✔️ Liquid Network hack update ✔️ Clarity Act update ✔️ Cooking but with Zaps!✔️ Sources:► https://x.com/cryptoposeidonn/status/2098816840671572200► https://x.com/snz_btc/status/2098529710112149572► https://x.com/jameseastonuk/status/2098337514763247886► https://x.com/bitqua/status/2098354663045103665► https://x.com/bitqua/status/2097658509542166924► https://x.com/killaxbt/status/2098350845200838768► https://x.com/decodejar/status/2098045845601948053► https://x.com/sminston_with/status/2098076811620237675► https://x.com/superbitcoinbro/status/2098115348855939542► https://x.com/bitcoinmunger/status/2097667469200474220► https://x.com/cryptojellenl/status/2097991102007496750► https://hackread.com/revolut-gave-customer-data-to-scammers-fake-requests/► https://t.me/investigations/363► https://thecybersecguru.com/news/revolut-data-breach-2026/► https://x.com/Liquid_BTC/status/2098140614239920622► https://x.com/bitcoinnewscom/status/2098363701283692850► https://x.com/Excellion/status/2097909879084347712► https://x.com/brian_trollz/status/2098828986742661623► https://x.com/tierotiero/status/2098876218326024454► https://x.com/brian_trollz/status/2099142681351913896► https://x.com/philc411/status/2098556323205943670► https://x.com/bitcoinwell/status/2098479311107801093► https://x.com/zap_cooking/status/2098765573224284492► https://x.com/zap_cooking► https://zap.cooking/explore► DONATE TO HELP KEONNE AND BILL https://www.change.org/p/stand-up-for-freedom-pardon-the-innocent-coders-jailed-for-building-privacy-tools► Join Our telegram: https://t.me/theplebunderground#Bitcoin #crypto #cryptocurrency #dailybitcoinnews #memecoinsThe information provided by Pleb Underground ("we," "us," or "our") on Youtube.com (the "Site") our show is for general informational purposes only. All information on the show is provided in good faith, however we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information on the Site. UNDER NO CIRCUMSTANCE SHALL WE HAVE ANY LIABILITY TO YOU FOR ANY LOSS OR DAMAGE OF ANY KIND INCURRED AS A RESULT OF THE USE OF THE SHOW OR RELIANCE ON ANY INFORMATION PROVIDED ON THE SHOW. YOUR USE OF THE SHOW AND YOUR RELIANCE ON ANY INFORMATION ON THE SHOW IS SOLELY AT YOUR OWN RISK.

Ce vendredi 11 septembre, le retour du "Clarity Act" au sénat américain, l'éventualité d'un début de bull market pour le bitcoin, la question de l'avenir des Bitcoin Treasury Compagnies, ainsi que les raisons de l'utilisation du DCA pour s'exposer au Bitcoin, ont été abordés par Grégory Raymond, cofondateur de The Big Whale, Alexandre Laizet, CEO de Capital B, et Maurgane NLandu, fondatrice de Cryptos-360, reçus par Sandra Gandoin dans l'émission BFM Crypto, le Club sur BFM Business. Retrouvez l'émission du lundi au jeudi et réécoutez-la en podcast.

Jordi Visser joins Milk Road Crypto to explain why his conviction in crypto has surged, and why he believes the setup for Bitcoin, Ethereum, Solana, and tokenized assets could be one of the strongest in years. Jordi breaks down the technical signal that changed his outlook on Bitcoin, why he believes crypto could grow into a $50–100 trillion asset class within five years, and how hundreds of trillions of dollars in traditional assets could eventually move onchain through tokenization.~~~~~⁠⁠⁠⁠⁠⁠⁠⁠⁠

Sep 3, 2026 – Gold just ripped more than $700 higher in a single month—and according to one of the most accurate commodity forecasters we speak with, this is only the beginning. In today's FS Insider interview, Jeff Christian explains why the recent rate-driven...

Bitcoin is breaking higher, crypto sentiment has rapidly flipped from fear to greed, altcoins are waking up, and capital is flowing back into DeFi. In this episode, we break down the signals suggesting the crypto market may have already turned, and why waiting for perfect confirmation could mean missing some of the biggest moves.~~~~~⁠⁠⁠⁠⁠⁠

Today we open it up on any topic, including haters and money makers as we discuss money,. btc and evolution! Merch https://jaydyer-shop.fourthwall.com/collections/all Superchats at any time here: https://streamlabs.com/jaydyer/tip Join this channel to get access to perks: https://www.youtube.com/channel/UCnt7Iy8GlmdPwy_Tzyx93bA/join Philosophy Course is here: https://marketplace.autonomyagora.com/philosophy101 Set up recurring Choq subscription with the discount code JAY60LIFE for 60% off now https://choq.com Subscribe to my site here: https://jaysanalysis.com/membership-account/membership-levels/ Music by Dr Evo the Producer, Jay Dyer and Amid the Ruins 1453 https://www.youtube.com/@amidtheruinsOVERHAULBecome a supporter of this podcast: https://www.spreaker.com/podcast/jay-sanalysis--1423846/support.

Last week, Federal Reserve Chairman Kevin Warsh talked gold and silver down during his Jackson Hole speech, playing the tough guy facing down inflation.  But as Mike Maharrey reminds listeners in this week's Midweek Memo, Warsh & Co. still hasn't done a darn thing to tackle inflation.  Why not? Mike says the Fed is stuck on a highway with no off-ramp. It's traveling in a direction it doesn't really want to go because the debt black hole is dominating the economy. In this episode, Mike explains the 40 trillion reasons for the lack of action by the Warsh Fed so far, the ramifications if the Fed finally bites the bullet and raises rates, and why this puts gold and silver on an uphill highway with no off-ramp.

The sports card market just keeps climbing. Record prices, massive auctions and seemingly endless demand. So how long can this possibly continue? Leighton Sheldon, Chris McGill and Joshua Adams join me to discuss what's driving the current bull market, whether a pullback is inevitable, and Leighton's suggestion that we may be living through a new "junk slab era." Then Chris introduces what he calls "Everybody Else Is Winning," the strange psychological paradox of a bull market. Our own cards can be increasing dramatically in value, yet instead of enjoying it, we find ourselves looking at the cards we sold too soon, the ones we didn't buy and the collectors who seemingly made better decisions than we did. We get into FOMO, regret, comparison, loss aversion, the endowment effect and why making money in the hobby doesn't necessarily make collecting more enjoyable. Subscribe to Sports Cards Live on YouTube and follow the podcast on Apple Podcasts, Spotify or wherever you listen. Check out The Hobby Spectrum at thehobbyspectrum.com. Discover cards across the hobby with AuctionWire at auctionwire.ai. Use promo code SCL for 60 days free. Research card values and market history with Card Ladder. Use promo code SCL. And check out my book, Pops and Comps: Truths, Insights, and Psychology Behind the Numbers that Drive the Sports Card Market, available on Amazon. Learn more about your ad choices. Visit megaphone.fm/adchoices

Rising oil prices, inflation everywhere and creeping Treasury yields are not enough to stop this bull from charging higher around the world. Global stock indices are at all time highs as investors hold on to hopes that rising earnings will keep on rising. Jay Woods of Freedom Capital Markets tells us what could go wrong, or keep going right in the last few months of the year. Plus, the Pentagon is becoming an oil investor, trading the khakis for the pinstripes in Venezuela. Why that won't help prices at the pump, but will reshape foreign policy forever. Learn more about your ad choices. Visit podcastchoices.com/adchoices

The crypto bull market has begun. We analyzed all the data and have come to the conclusion that Bitcoin and crypto have bottomed and the new cycle has started. In today's episode we explain why most people are sidelined waiting for lower, why the macro environment has changed, and why we have flipped risk on.

Bitcoin Appears To Have Entered A New BULL Market Regime✔️ Bitcoin has held the floor & has now corrected long enough✔️ Bitcoin "appears to have entered a new bull-market regime"✔️ Any dip is for buying and bears will get rekt.✔️ Third correction in this uptrend for bitcoin on Warsh's "hawkish" message is less than 4%✔️ Bitcoin is repeating the same 2022 range structure ✔️ Dune: Part Three will be released on December 18...✔️ We haven't had a yellow candle on the 2 week interval like this since Bitcoin was at $15,000✔️ BITGO CEO: The one thing that's been steady is the thesis behind Bitcoin continues to grow✔️ We've really seen a rebirth of the debasement trade✔️ Sberbank plans crypto-backed loans using Bitcoin, Ethereum and Tether✔️ BOOM! Check out: Granola✔️ Coldcard hackers still going✔️ Bitcoin-related phishing attacks will only become more common✔️ It's not just crypto investors who will get wrench attacked✔️ BLIP-110 BLAKE2b hardfork activated. Here are the changes✔️ Luke leaves ocean, starts new pool. ✔️ Sources:► https://x.com/timmerfidelity/status/2093468417802084800► https://x.com/bitcoinmagazine/status/2093424108276982066► https://x.com/gordongekko/status/2093705341766902269► https://x.com/btcjvs/status/2093356017799094706► https://x.com/cryptoze/status/2093670500216308112► https://x.com/philc411/status/2093713495543980171► https://x.com/lopp/status/2093673115276497047► https://x.com/coinjunky/status/2093432603193794832► https://x.com/BitcoinMagazine/status/2093446907750170709► https://x.com/maxipleb/status/2093317773422108875► https://x.com/bitcoinmagazine/status/2093407797127815264► https://primexbt.com/news/sberbank-plans-crypto-backed-loans-using-bitcoin-ethereum-and-tether/► https://x.com/callebtc/status/2093025964083077159► https://brenorb.com/granola/► https://x.com/glxyresearch/status/2093456632378191930► https://x.com/we_satoshis/status/2093263513879736677► https://x.com/Frenchbreaches/status/2093245745885294696► https://x.com/zndtoshi/status/2094013104757551316► https://x.com/zndtoshi/status/2093963761946427665► https://x.com/zndtoshi/status/2094026178416046139► https://github.com/privkeyio/knots-startos/releases/tag/v29.4.1_4-knots► https://x.com/ocean_mining/status/2093894434941555151► https://www.prnewswire.com/news-releases/joint-statement-of-ocean-and-luke-dashjr-302864347.html?tc=eml_cleartime► https://x.com/herogamer21btc/status/2093941876495728756► DONATE TO HELP KEONNE AND BILL https://www.change.org/p/stand-up-for-freedom-pardon-the-innocent-coders-jailed-for-building-privacy-tools✔️ Check out Our Bitcoin Only Sponsors!► https://archemp.co/Discover the pinnacle of precision engineering. Our very first product, the bitcoin logo wall clock, is meticulously machined in Maine from a solid block of aerospace-grade aluminum, ensuring unparalleled durability and performance. We don't compromise on quality – no castings, just solid, high-grade material. Our state-of-the-art CNC machining center achieves tolerances of 1/1000th of an inch, guaranteeing a perfect fit and finish every time. Invest in a product built to last, with the exacting standards you deserve.► Join Our telegram: https://t.me/theplebunderground#Bitcoin #crypto #cryptocurrency #dailybitcoinnews #memecoinsThe information provided by Pleb Underground ("we," "us," or "our") on Youtube.com (the "Site") our show is for general informational purposes only. All information on the show is provided in good faith, however we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information on the Site. UNDER NO CIRCUMSTANCE SHALL WE HAVE ANY LIABILITY TO YOU FOR ANY LOSS OR DAMAGE OF ANY KIND INCURRED AS A RESULT OF THE USE OF THE SHOW OR RELIANCE ON ANY INFORMATION PROVIDED ON THE SHOW. YOUR USE OF THE SHOW AND YOUR RELIANCE ON ANY INFORMATION ON THE SHOW IS SOLELY AT YOUR OWN RISK.

Zach Pandl, Head of Research at Grayscale Investments, joined me to discuss Bitcoin's recent price surge, what's driving the rally, and what could come next for the broader crypto market. Topics: - Is Crypto back in a bull market? - SEC Regulation Crypto - Will the Clarity Act pass in September? - Grayscale Zcash ETF goes live on the NYSE Arca

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We break down the massive implications of the U.S. Treasury's multi-billion dollar buyback program and how direct bond market intervention is shifting yields. The conversation also explores incoming PCE inflation data, expected Nvidia earnings, and what the financial policies discussed at Jackson Hole mean for upcoming Federal Reserve rate decisions.Beyond the macro setup, we analyze Bitcoin's recent breakout to determine if the bear market is truly over amid anticipated institutional adoption. Finally, we map out the five non-negotiable rules for raising investor capital and break down the four unique types of leverage you can use to secure real estate ownership today.KEY TOPICS DISCUSSEDU.S. Treasury buybacks and direct bond market interventionPCE inflation data and future Federal Reserve rate pause predictionsNvidia earnings expectations and impact on the broader tech sectorJackson Hole economic symposium and the proposed Crypto Clarity ActBitcoin price breakouts and expanding institutional market adoptionThe five non-negotiable rules for successfully raising investor capitalFour distinct types of capital used to aggressively acquire real estateKEY TAKEAWAYSThe Federal Reserve is heavily leaning toward rate pauses rather than cuts, shifting the focus to direct treasury interventions to lower bond yields.Sustained Bitcoin all-time highs will likely depend on the passage of the Crypto Clarity Act and the subsequent entry of regulated U.S. government purchasing.Leading with a deal's downside risk and stress-testing potential threats is the fastest way to build credibility with sophisticated capital investors.You do not always need liquid cash to acquire real estate; sourcing the deal, operating the asset, or leveraging your personal balance sheet are equally valuable forms of capital.Never pitch an investment opportunity that you do not have ultimate operational control over, as protecting investor capital requires executive decision-making power.CONNECT & TAKE ACTIONVisit skylineocresidences.com to discover luxury homeownership and exceptional value at Skyline OC.Invest in the Imagos Income Fund for steady passive returns targeting 10%. Text INCOME to 844-447-1555.Get a free financial portfolio X-Ray to audit your current investments. Text XRAY to 844-447-1555.Partner with the team on commercial real estate equity deals. Text DEALS to 844-447-1555.

Ser Ulric, Coinicarus and HumbleWarrior are back with this weeks Bitcoin tonight, join us for an Awesome Chat!Topics for Bitcoin Tonight 037 - Aug 25***Big Bitcoin Bull Market Kickoff Edition***✔️ Your Heroes Sold The Bottom:https://x.com/alexesnakamoto/status/2090507226347683939✔️ Historic BTCUSD Short Liquidation:https://x.com/Pledditor/status/2090728758869172232✔️ Gold Is The New World Reserve Currency:https://x.com/FirstSquawk/status/2090609899097170039✔️ Regular People Running Out of Money:https://x.com/KobeissiLetter/status/2090408388165337537✔️ Elon Cleaning Bitcoin Algorithm Before Pump:https://x.com/AlexesNakamoto/status/2089977512277262705✔️ RTS Spot Market Visualizer:https://x.com/DannyStacksSats/status/2090222084349669541bulls-vs-bears.pages.dev✔️ 3D Network Visualizer:https://x.com/BitcoinNewsCom/status/2090135345396678704http://VisualizeBitcoin.org✔️ Schiff's Rare Honest Framing:https://x.com/kobiduran/status/2090831350102450503✔️ Men Out of Jobs. Solution? Grow the Healthcare Administrative Bubblehttps://x.com/WSJFreeEx/status/2090435063083110442✔️ Played Out Influencer #1 Tells You Bitcoin Maximalism Is Dead:https://murmurationstwo.substack.com/p/a-second-and-final-eulogy-for-bitcoin✔️ Played Out Influencer #2 Wants You To Forget His Treasury Bill Nonsense:https://x.com/Dennis_Porter_/status/2091288709786448097✔️ Played Out Influencer #3 Wants You To Believe Treasury Company's Have Real Relevance:https://x.com/parkeralewis/status/2091139618993246234?s=52&t=CKH2brGypO5fEYTgQ-EFhQ✔️ Anti Bitcoin/Ethereum Politician Holds Bitcoin and Ethereumhttps://nypost.com/2026/08/22/us-news/crypto-skeptic-rep-rashida-tlaib-stashes-savings-in-bitcoin✔️ Check out Our Bitcoin Only Sponsors!► https://archemp.co/Discover the pinnacle of precision engineering. Our very first product, the bitcoin logo wall clock, is meticulously machined in Maine from a solid block of aerospace-grade aluminum, ensuring unparalleled durability and performance. We don't compromise on quality – no castings, just solid, high-grade material. Our state-of-the-art CNC machining center achieves tolerances of 1/1000th of an inch, guaranteeing a perfect fit and finish every time. Invest in a product built to last, with the exacting standards you deserve.► Join Our telegram: https://t.me/theplebunderground#Bitcoin #crypto #cryptocurrency #dailybitcoinnews #memecoins The information provided by Pleb Underground ("we," "us," or "our") on Youtube.com (the "Site") our show is for general informational purposes only. All information on the show is provided in good faith, however we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information on the Site. UNDER NO CIRCUMSTANCE SHALL WE HAVE ANY LIABILITY TO YOU FOR ANY LOSS OR DAMAGE OF ANY KIND INCURRED AS A RESULT OF THE USE OF THE SHOW OR RELIANCE ON ANY INFORMATION PROVIDED ON THE SHOW. YOUR USE OF THE SHOW AND YOUR RELIANCE ON ANY INFORMATION ON THE SHOW IS SOLELY AT YOUR OWN RISK.

Bitcoin just surged 22% in 48 hours, and Mike's outlook has flipped with it. Mike and Ryan break down why the cycle lows may now be in, what the latest onchain data says about a potential early bull phase, and how Treasury intervention in long-term yields changed the macro setup. They also cover Strategy's $1.6B Bitcoin war chest, the return of crypto animal spirits, and the key $81.8K level that could confirm the next bull market.----

Aug 25, 2026 – Legendary gold investor Pierre Lassonde joins Jim Puplava to reveal why gold's current bull market may only be the beginning of a much larger advance throughout the remainder of this decade. Lassonde exposes striking historical...

Crypto News: Bitcoin rallies to $80,000 and altcoins are on the move with may signals flashing the crypto bull market is here. Coinbase tokenized stocks go live on Base with Chainlink price feeds. Standard Chartered becomes first bank to distribute Hong Kong dollar stablecoin.

In this Crypto Water Cooler episode, Tony and Amanda discuss Bitcoin's recent rally and whether the crypto bull market has finally returned, the SEC's new Regulation Crypto guidance, Citibank's launch of Bitcoin custody services, Goldman Sachs' Bitcoin ETF acquisition, and much more.

Her read on the Treasury story: the market was orderly and the interventions premature. The selloff was rational, the curve is not even steep, and surprise announcements draw attention to a controlled problem. Her phrase: the Streisand effect. She called the buyback program "a super soft form of yield curve control" and said the reaction in gold and Bitcoin is understandable, because surprise dovish anxiety from the Treasury has historically been good for hard money. On Druckenmiller's op-ed, she partially disagreed with a man she calls "the goat." The long yield as fiscal disciplinarian is the optimistic case. In practice, she argued, politics makes debasement and financial repression the realistic path. Her 1940s comparison cut both ways. Yield curve control once pinned yields at 2.5% while inflation hit 19%, and it worked because society was young and productive. Today's version arrives with peaking demographics and inflation-linked liabilities. On the bull question, she answered with structure instead of a target. Seller exhaustion, spot-driven flows, and the chartist-to-momentum cycle: "what does it need a reason to go up, it just can't really go down anymore." The Fed, in her framework, is "a periphery actor" under fiscal dominance. Her base case is zero to one rate hikes this year, since rate hikes address lending-driven inflation and today's inflation is fiscal and geopolitical. Her stablecoin frame: they compress the overhead of an offshore bank account down to a smartphone. Powerful for payments and working capital across Africa's forty-plus currencies, while holders eat the full debasement and permission stays with the issuer. On the viral Vance reserve-currency clip, she noted it actually dates to 2023, then walked the argument: the issuer's currency stays overvalued, exports suffer, and the industrial base hollows out while benefits flow to the government. Suze's question on AI inside UK government drew the segment of the show. From aircraft-simulator systems engineering to white-hat AI: "you just have to hope that your defending bot is as good or better than the attacking bots." Her novel, The Stolguard Incident, closed the hour. Surveillance piles up until a civilization-scale breach forces partial rollback, with a sequel in progress. Fiction, she said, lets people learn lessons without living them.

Talley Leger is surprised to find himself more bullish than expected in 2026, highlighting a still-strong economy and neutral Fed to support his bullishness. He takes a "step back" perspective for investors and touches on how a Kevin Warsh-led FOMC opens the door for a deeper bull run. While there's some weakness in stocks as Wall Street weighs on inflation and job market goals, he tells investors to treat the pullbacks as "gifts, not punishments."

In this Daily Editorial, we welcome back Dave Erfle, founder and editor of The Junior Miner Junky, to analyze the historic momentum this month across the precious metals complex and what lies ahead for resource investors. Historic Price Action & Sector Rebound: A look at the sharp recovery across gold, silver, and major mining equities following multi-month corrections. Producer Fundamentals & Cash Flows: How record earnings, expanded profit margins, and robust Q2 financial performance are attracting generalist capital. Lagging Silver & Junior Valuation Discounts: The technical setup for silver and why high-risk juniors on the TSX Venture offer substantial relative value. Portfolio Strategy & Capital Rotation: Tactical perspectives on taking profits in outperforming developers and rotating into under-the-radar opportunities. Critical Minerals & Base Metals Exposure: Assessing the market's growing appetite for strategic assets, government-backed critical minerals, and copper fundamentals.   Click here to visit the Junior Miner Junky website to learn more about Dave's investment letter - https://www.juniorminerjunky.com/   ------------------------ For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad's resource market commentary: https://excelsiorprosperity.substack.com/   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

Book a 1|1 Bitcoin Consulting call with mehttps://pathtobitcoin.xyz/Join my Bitcoin Learning Community & and access Free Courseshttps://www.skool.com/the-bitcoin-masters-4115/Where I buy Bitcoin (Free BTC & Non-KYC options)https://bitcoinwell.com/referral/bitcoinnotcrypto15% Stampseed Titanium Seed plates (BEST WAY TO STORE BTC PRIVATE KEYS)https://www.stampseed.com/USE CODE : BTCNOTCRYPTO155% off the MicroSeed Stamping kit CODE : HODLhttps://microseed.io/?ref=HODL5% off Start9 servers for plug & play Bitcoin NodesCODE: BNC5https://store.start9.com/Umbrel home for a Bitcoin node and home serverhttps://a.umbrel.com/hodl/umbrel-homeAffordable Privacy Phones & deviceshttps://www.mark37.com/ref/BNC/5% off using code : BNCBuy a Bitforge or Bitaxe here!https://dtvelectronics.com/store/?aff=22Use code hodl for 10% offHardware wallet optionsBlockstream Jadehttps://rewards.blockstream.com/ci9jj4Keystone 3 PRO 5% off using code ForrestHODLhttps://bit.ly/4qfJsVjBitboxhttps://shop.bitbox.swiss/?ref=yfghxxctFree Open Source Bitcoin and Investment tracking toolshttps://plebtools.com/Become a Member of the Channel, Get exclusive content, and livestream playbackhttps://www.youtube.com/channel/UC2aM2gVVEHTu0pfE1ZyA0BQ/joinFollow Rajat, Jor, and I's new show togetherhttps://www.youtube.com/@MapleBitcoinJoin our Communityhttps://www.skool.com/maplebitcoinListen to this as a podcasthttps://podcasters.spotify.com/pod/show/bitcoinnotcryptoFollow me on Nostrnpub1zqm9zant0rxf49wfgw8pt5h0j50cetfes6hwa73u7sxstlzcsz8qh6x9fsFollow on Twitter/Xhttps://x.com/forrestHODLDonate to the show herehttps://coinos.io/BNCVFVSome of the above links may be Affiliate links that support this show at no extra cost to you. None of the links are Sponsored links. This allows me to only promote products and services I personally use and believe in.

ARKInvest Digital Asset team Raye Hadi and Lorenzo Valente join us for a state of digital assets special. We debate whether token buybacks actually create value or if the correlation with top performers is just circular logic. They also tackle the trillion dollar question: whether Solana and Ethereum even need to capture fee revenue if they're hosting trillions in assets, and why Hyperliquid's app-layer monetization model might be the smarter blueprint than base-layer fees.Raye Hadi is a Research Associate in Digital Assets at ARK Invest. Lorenzo Valente is the Director of Research at ARK Invest, a leading investment firm known for its research on disruptive innovation including digital assets.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro02:52 Perps, Tokenization, Stablecoins, Vaults07:21 Crypto Equities Vs Tokens Debate16:03 Regulatory Path Dependency Debate17:06 Buybacks Correlate With Revenue19:27 Are Buybacks Actually Stupid28:12 Do L1s Even Need Revenue30:11 Does Solana Need To Make Money30:54 Hyperliquid Internalizes Stablecoin Yield38:56 Sizing The Meme Coin Market41:06 Debating Zcash's Place In The Barbell46:44 Why Privacy And Self Custody MatterGuest Socials:Lorenzo Valente X: https://x.com/LorenzoARKRaye Hadi X: https://x.com/rhadiARKARK Invest X: https://x.com/ARKinvestARK Invest Website: https://www.ark-invest.com/Partners: If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data. ---Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---

In this episode of the Crypto Rundown, Brian, Joe & Tevo explore the recent crypto market surge, including the largest $3 BILLION short squeeze in history, and discuss macroeconomic factors, tokenized assets, and innovative projects shaping the future of crypto investing.Check out Omaha Steaks and use my code BEEF for a great deal: https://www.omahasteaks.comCheck out Scribe and use my code scribe.how/CRYPTO101 for a great deal: https://scribe.comCheck out Quince: https://quince.com/CRYPTO101Check out Shopify: https://shopify.com/crypto101Check out ShipStation and use my code crypto for a great deal: https://www.shipstation.comGet my #1 altcoin pick for this month.Get immediate access to my entire crypto portfolio for just $1.00 today! Get your FREE copy of "Crypto Revolution" and start making big profits from buying, selling,Get immediate access to my entire crypto portfolio.. just $1.00 today! Go here to get access: https://www.crypto101insider.com/cryptnation-directm6pypcy1?utm_source=Internal&utm_medium=YouTube&utm_content=Podcast&utm_term=20250916Get your FREE copy of "Crypto Revolution: Your Guide To The Future of Money". In this book, I reveal how to make (and keep) a fortune during this crypto bull run! http://www.cryptorevolution.com/free?utm_source=Internal&utm_medium=YouTube&utm_content=Podcast&utm_term=20250916Chapters00:00 Intro01:58 The Largest Short Squeeze in Crypto History03:58 Market Sentiment and Macro Influences07:02 Tokenized Assets and Their Growing Role09:12 Ethereum's Outperformance and Altcoin Trends12:00 Regulatory Developments and Market Confidence15:07 NFTs, Meme Coins, and New Digital Assets19:05 Market Sentiment and Fear Greed Index23:11 Macro Outlook and Future Opportunities25:52 In-Trenches Market Analysis and Tokenized Stocks29:59 Speculative Projects and Meme Coins34:52 Insider Insights and Market Tracking40:05 NFTs with Tokenized Stocks and Physical Assets44:50 Emerging Trends in Digital Assets48:15 Final Thoughts and Market OutlookSubscribe to YouTube for Exclusive Content:https://www.youtube.com/@crypto101podcast?sub_confirmation=1Follow us on social media for leading-edge crypto updates and trade alerts:https://twitter.com/Crypto101Podhttps://instagram.com/crypto_101*This is NOT financial, tax, or legal advice*Boardwalk Flock LLC. All Rights Reserved  ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Fog by DIZARO https://soundcloud.com/dizarofrCreative Commons — Attribution-NoDerivs 3.0 Unported — CC BY-ND 3.0 Free Download / Stream: http://bit.ly/Fog-DIZAROMusic promoted by Audio Library https://youtu.be/lAfbjt_rmE8▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Our Sponsors:* Check out Omaha Steaks and use my code BEEF for a great deal: https://www.omahasteaks.com* Check out Quince and use my code quince.com/CRYPTO101 for a great deal: https://www.quince.com* Check out Scribe and use my code scribe.how/CRYPTO101 for a great deal: https://scribe.com* Check out ShipStation and use my code crypto for a great deal: https://www.shipstation.com* Check out Shopify and use my code shopify.com/crypto101 for a great deal: https://www.shopify.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

In 2010, Brian Belski said we were entering a 25 year bull market. Fifteen years later, he hasn't changed his tune.  Brian Belski, CEO and Chief Investment Officer of Humulis Investment Strategies, sits down with SoFi Chief Market Strategist Liz Thomas to share his perspective on today's bull and what could shake it. He also discusses how Humulis is approaching current market conditions, including why he believes knowing what you don't know can be just as valuable as having all the answers.  Brian also discusses why he's looking beyond tech and what he's seeing in other areas of the market, including the financial sector. He shares how that broader outlook shapes his continued confidence in the American consumer. This episode is for informational purposes only and should not be considered investment advice. Additional resources: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠On The Money⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Sign up for SoFi's newsletter for intel, insights, and inspo to help you get your money right. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Investing 101 Center⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: At SoFi, we believe investing is for everyone — which is why we've created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Wealth Investing Guide⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Information you need to know to make your money work harder for you. This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ SoFi.com/Legal⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. ©2026 Social Finance, Inc. All Rights Reserved.

In this Ask the Expert episode, Lon Shaver, President of Silvercorp Metals, joins Craig Hemke for Sprott Money to discuss the silver price, gold price, mining stocks, supply constraints, production costs, and what could drive the next move in precious metals. Silver remains above historically significant levels, mining supply is difficult to expand, and industrial demand continues to support the long-term outlook. Lon explains why today's price of silver remains encouraging despite trading below earlier highs, why new mines can take many years to reach production, and how limited new supply could affect the silver market. He also discusses Silvercorp Metals' low-cost production, expansion plans in China, Ecuador and Kyrgyzstan, drilling programs, and the company's exposure to silver.

Bull markets can be just as dangerous for your portfolio as market crashes! Jason and Jeff share how to navigate all-time highs, avoid FOMO, and manage your big winners. 01:06 Markets At New Highs 02:36 Survive A Bull Market 03:48 Recent Crises To Endure 06:30 What Is A Bull Market 08:47 Sidelines And Opportunity Cost 13:44 Fear Vs FOMO 16:37 AI Wave And Market Pockets 20:40 Trade Desk TAM Reality Check 22:12 Datadog Vs SoFi Trimming 25:47 Portfolio Concentration Mindset 27:33 Trimming Winners Wisely 28:32 Position Size vs Age 30:28 Rebalancing Asset Allocation 32:59 Framework Over Emotion 33:26 Lessons From 2022 36:01 Dry Powder Strategy 38:55 Cash Psychology Differences 44:07 Bull Market Mistakes 47:44 Regret Minimization Framework 49:38 When Everyone Asks Companies mentioned: CRWD, CSCO, DDOG, MSFT, NVDA, SOFI, TTD, ZM Find where to listen & subscribe,  portfolio contests, and contact information at https://investingunscripted.com ***************************************** To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube ***************************************** Join our Patreon Subscribe to our portfolio on Savvy Trader. Use code Unscripted2026 for 30% off a one-year subscription! Learn more about your ad choices. Visit megaphone.fm/adchoices

Join Barron's Live for a look under the hood of the bull market in U.S. stocks and what's ahead. Associate Editor Reshma Kapadia speaks with Savita Subramanian, Bank of America's head of U.S. equity and quantitative strategy, about whether the AI-trade is losing momentum, why index funds aren't offering much diversification and what an industrial revolution means for market multiples.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

With the stock market continuing to reach record territory, the “Henssler Money Talks” hosts tackle a familiar question: What do you do with fresh cash when stocks are already at all-time highs? From rebalancing and paying down high-interest debt to fixed income, diversification, and putting money into the market gradually, we explore ways to put your next dollar to work without trying to predict the next correction. Original Air Date: August 15, 2026Read the Article: https://www.henssler.com/market-all-time-highs-dont-put-your-financial-plan-on-hold 

The recession everyone feared still hasn't arrived — and the stock market keeps defying the bears. Ed Yardeni explains why he believes the U.S. economy remains resilient, why consumer spending and corporate earnings could keep the bull market moving higher, and why pessimistic investors may be missing what's happening right in front of them. He also breaks down how he's thinking about stocks, bonds, gold and emerging markets — and why the biggest AI investment opportunity may be in the companies using artificial intelligence to drive productivity and profits. Topics: stock market outlook, U.S. economy, recession, bull market, AI stocks, corporate earnings, consumer spending, investing, gold, bonds, emerging markets.

In this week's Live from the Vault, Andrew Maguire is joined by silver analyst Peter Krauth to discuss January's dramatic correction — and explain why silver holding firmly above $50 for nearly a year signals the real bull market move is still ahead.As institutional money begins to enter the sector and silver miners generate cash flows that outperform every other S&P sector, Peter outlines why he sees current levels as a rare window - one that history suggests will not stay open for long. Check out Peter:https://silverstockinvestor.com/Send your questions to Andy here: https://www.speakpipe.com/LFTVTimestamps: 00:00 Start01:27 Why Peter went long silver at $56 when everyone else was bearish05:15 Silver miners are lagging - but not for long09:07 Half a billion dollars is sitting on the sidelines waiting for silver14:12 Was January a bear trap? Peter makes the case20:01 Why silver mining is tiny - and why that makes it explosive25:18 Solar demand, copper substitution and why silver still wins30:33 How Asia's gold market is quietly pulling silver higher34:01 Why technical analysts are getting silver completely wrongSign up for Kinesis on desktop:https://kinesis.money/kinesis-precious-metals/?utm_source=youtube&utm_medium=video&utm_campaign=lftv_286Download the Kinesis Mobile app - available App Store and Google Play:Apple: https://kms.kinesis.money/signupGoogle: https://play.google.com/store/apps/details?id=com.kinesis.kinesisappAlso, don't forget to check out our social channels where you can stay up to date with all the latest news and developments from the team.X: https://twitter.com/KinesisMonetaryFacebook: https://www.facebook.com/kinesismoney/Instagram: https://www.instagram.com/kinesismoney/Telegram: https://t.me/kinesismoneyTikTok: https://www.tiktok.com/@kinesismoneyThe opinions expressed in this video by Andrew Maguire and any guest are solely their own and do not reflect the official policy, position, or views of Kinesis. The information provided is for general informational purposes only and does not constitute investment advice, financial advice, or any other type of professional advice.Viewers are encouraged to seek independent financial advice tailored to their individual circumstances before making any decisions related to the gold market or other investments. Kinesis does not accept any responsibility or liability for actions taken based on the content of this video.

On today's show, we'll tackle two of the biggest questions on the minds of investors and retirees alike. First, as the stock market hits record highs and artificial intelligence drives corporate profits, Wall Street is celebrating, but investors are all wondering the same thing: Can this rally really continue, or is a correction just around the corner? We'll break down five key indicators that could tell us whether this bull market still has room to run and why investor caution may actually be a healthy sign. Second, we'll shift from growing your wealth to protecting it. Many people spend decades building retirement savings in 401(k)s and IRAs, but far fewer have a plan for withdrawing that money tax-efficiently. We'll explore the often-overlooked "retirement income valley" – a unique window of opportunity that could help retirees reduce lifetime taxes, lower required minimum distributions, avoid Medicare premium surcharges, and make smarter decisions about Roth conversions and Social Security. So, stay with us as we separate headlines from strategy, emotion from opportunity, and help you build confidence in your financial future. Tune in and take control!

On episode 255 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and Michael Batnick are joined by Todd Sohn, Chief ETF Strategist at Baird Strategas, to discuss the record-breaking ETF boom, the rise of thematic and leveraged products, buffer and option-income ETFs, AI and compute as emerging investment themes, and where investor money is flowing now. They also get into the battle for ETF brand loyalty, whether $1 billion is the new benchmark for a fund that matters, prediction-market ETFs, the outlook for crypto and small caps, healthcare's comeback, and the trillions of dollars still sitting in retail money-market funds. Plus, why professional sports franchises are starting to look a lot like the stock market—and what Wall Street might package into an ETF next. This episode is sponsored by VanEck. To learn more about RAAX, visit https://www.vaneck.com/RAAXCompound Sign up for The Compound Newsletter and never miss out: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thecompoundnews.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ VanEck Disclosure: Investing involves substantial risk and high volatility, including possible loss of principal. Call 1-800-826-2333 or visit vaneck.com to read and consider the prospectus, containing the investment objective, risks, and fees of the fund, carefully before investing. Learn more about your ad choices. Visit megaphone.fm/adchoices

Today's guest is Luke Gromen, founder of the macro research firm Forest for the Trees, or FFTT. In today's episode, Luke argues that free trade is dead, and the US is pivoting to Hamiltonian economics: tariffs, reshoring, and a neutral reserve asset. He explains why the US Treasury can no longer be the world's reserve asset, why long bonds have become certificates of confiscation, and why gold belongs in every portfolio. To close, Luke explains why AI has become a snake eating its own tail on the government's tax base. (0:00) Introduction (2:38) The Stupid Washington Consensus and Hamiltonian Economics (9:14) Portfolio positioning and real rates in the current regime (15:19) Sponsor: Upwork (16:17) Importance of real returns and gold (21:18) US fiscal challenges and bond market outlook (27:21) Gold performance, allocation strategies, and diversification (35:09) Evaluating non-US equity markets and sectors (40:54) Investing in electricity and industrials (45:11) Risks, competition, and national security in the AI sector ----- Sponsor: Upwork is the world's largest human and AI-powered freelance marketplace to hire top talent—trusted by businesses and professionals worldwide. Follow Meb on⁠ X⁠,⁠ LinkedIn⁠ and⁠ YouTube⁠ For detailed show notes, click ⁠here⁠ To learn more about our funds and follow us, subscribe to our ⁠mailing list⁠ or visit us at⁠ cambriainvestments.com⁠ ----- Follow The Idea Farm: ⁠X⁠ | ⁠LinkedIn⁠ | ⁠Instagram⁠ | ⁠TikTok⁠ ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include ⁠Ed Thorp⁠, ⁠Richard Thaler⁠, ⁠Jeremy Grantham⁠, ⁠Joel Greenblatt⁠, ⁠Campbell Harvey⁠, ⁠Ivy Zelman⁠, ⁠Kathryn Kaminski⁠, ⁠Jason Calacanis⁠, ⁠Whitney Baker,⁠ ⁠Aswath Damodaran⁠, ⁠Howard Marks⁠, ⁠Tom Barton⁠, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out ⁠here⁠!  ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠).

In today's episode, I read the opening of my new book, Investing in America: The Rise of a 250-Year Bull Market, plus a couple of sidebars. The book is available now. Grab a copy on Amazon or learn more at www.investinginamericabook.com. ----- Follow Meb on⁠ X⁠,⁠ LinkedIn⁠ and⁠ YouTube⁠ To learn more about our funds and follow us, subscribe to our ⁠mailing list⁠ or visit us at⁠ cambriainvestments.com⁠ ----- Follow The Idea Farm: ⁠X⁠ | ⁠LinkedIn⁠ | ⁠Instagram⁠ | ⁠TikTok⁠ ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include ⁠Ed Thorp⁠, ⁠Richard Thaler⁠, ⁠Jeremy Grantham⁠, ⁠Joel Greenblatt⁠, ⁠Campbell Harvey⁠, ⁠Ivy Zelman⁠, ⁠Kathryn Kaminski⁠, ⁠Jason Calacanis⁠, ⁠Whitney Baker,⁠ ⁠Aswath Damodaran⁠, ⁠Howard Marks⁠, ⁠Tom Barton⁠, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out ⁠here⁠!  ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠).

Wayne Penello, president and chief executive officer at NextGen EMP, says he expects the Standard & Poor's 500 to double in the next five years, in the "greatest bull market we have seen in 60 to 80 years," though he acknowledges that this kind of rise ultimately will end in a bubble. He thinks the market can rally, with only modest to moderate corrections, before it reaches that crescendo, and says investors should be watching for the point where artificial intelligence is over-saturating the market to where prices collapse to see when that is likely to happen. Penello, a Wall Street veteran whose firm recently opened the Efficient Market Portfolio Plus ETF — a long-short fund that tries to balance risks by leaning into or away from market sectors, says he is leaning into semiconductors, particularly when the market sorus on them, and is going light or away from consumer discretionary stocks and utilities. Olivia Valdes, senior researcher at the FINRA Investor Education Foundation, updates us on the group's study of financial frauds. FINRA recently released "Patterns in Fraud Awareness: What Comes to Mind When Americans Think About Financial Fraud," which asked people to name the common schemes and tactics fraudsters use, and found that even identity-based crimes — the thievery that most Americans are aware of and cautious about — was top of mind for only half of the population. Valdes says this helps to explain how even savvy consumers get taken in by schemes, as fraud losses in the U.S. now run at nearly $200 billion per year.  In the Money Life Market Call, Stefan Grater, portfolio manager overseeing the domestic and international value strategies at Eldred Rock Partners, discusses his disciplined, concentrated approach to value investing.

Bull markets don't last forever. The problem is... nobody rings a bell at the top. With the major indexes pushing near record territory, optimism remains high and investors continue pouring money into stocks. But a great viewer question got me thinking: What could actually cause this bull market to end? There isn't one simple answer. In today's episode, we'll break down the biggest threats facing the market and identify the warning signs traders and investors should be watching before sentiment changes. We'll discuss: Inflation – Could another acceleration in prices force the Federal Reserve to become more aggressive? Interest rates – At what point do higher rates become too much for stocks to handle? Bond yields – Could rising Treasury yields finally pull money away from equities? Unemployment – How much deterioration in the labor market would signal genuine economic trouble? Corporate earnings – Ultimately, stock prices need profits. What happens if earnings growth begins to stall? Valuations – How expensive is too expensive, especially in AI and technology? Geopolitics – Could an unexpected global event become the catalyst that finally changes investor sentiment? Market psychology – When everyone becomes bullish, complacency itself can become a risk. The key is understanding that none of these indicators exists in isolation. Inflation impacts interest rates. Interest rates impact bond yields. Higher borrowing costs impact businesses and consumers. Economic weakness impacts employment. And eventually, all of it flows through to corporate earnings. That's why calling the end of a bull market based on one indicator can be a huge mistake. Bull markets rarely die because of one headline. They end when the underlying conditions supporting higher prices begin to change. So what are those conditions telling us right now? That's what we'll break down on today's show. Listen now:

Rob Hadick discusses how institutional adoption is accelerating even as retail activity remains weak. We cover the growth of prediction markets, stablecoins, and tokenization, what caused the October 10 liquidation event, and why the next crypto cycle could be more selective, with stronger fundamentals and institutional capital driving the winners. Learn more about your ad choices. Visit megaphone.fm/adchoices

Is now the right time to buy gold and gold stocks—or should investors wait? In this Wealthion interview, veteran resource investor Lobo Tiggre tells Maggie Lake why he sold every one of his gold and silver stock positions, why he refuses to chase the current rally, and the warning signs he believes investors should watch before putting new money to work. While many investors remain bullish on gold, silver, mining stocks, and commodities, Lobo argues that having the right long-term thesis doesn't always mean it's the right time to buy. He explains why market history, investor psychology, and disciplined risk management matter more than fear of missing out. In this interview you'll learn: * Why Lobo Tiggre sold all of his gold and silver stocks * Whether the gold bull market is still intact * The biggest mistakes gold investors make * How to identify warning signs before buying * Why patience can outperform chasing momentum * Gold vs. silver vs. commodity investing * The role of risk management in volatile markets * Why "don't confuse the inevitable with the imminent" is one of the most important investing lessons

Bill Barhydt, Founder/CEO Abra, joined me to discuss the current state of the crypto market and what needs to happen for the market before the next major bull run. Recorded July 10th.Topics: - Crypto bear market and when the bottom might be in - Tokenization and markets going 24/7 - Clarity Act outlook - AI 's impact on the economy and life- Future of Prediction markets

Meb Faber is a co-founder and the Chief Investment Officer of Cambria Investment Management. He is the host of The Meb Faber Show podcast and has authored numerous white papers and leather-bound books. In this podcast, we talk about Meb's latest book, "Investing in America: The Rise of the 250-year bull market." This book is a US stock market fanatic's dream. It's a coffee-table-style book that breaks down US capitalism by decade, with beautiful charts and pictures and, most importantly, a narrative for each decade highlighting major business highlights, economic shortfalls, wars, and unexpected bumps in the road.   Rick Ferri, a long-time Boglehead and investment adviser, hosts this episode. The Bogleheads are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The organization supports a free forum at Bogleheads.org, and the wiki site is Bogleheads® wiki.    Since 2000, the Bogleheads have held national conferences in major cities across the country. In addition, local Chapters and foreign Chapters meet regularly, and new Chapters form periodically. All Bogleheads activities are coordinated by volunteers who contribute their time and talent.   This podcast is supported by the John C. Bogle Center for Financial Literacy, a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation to the Bogle Center is appreciated.

Matty A. and Ryan Breedwell dive into a packed week for the financial markets, starting with predictions for the upcoming FOMC rate decision and the impact of the ongoing Iran conflict on global oil prices. They explore how inflation and geopolitical tensions are keeping the S&P 500 range-bound, while highlighting crucial earnings reports from major AI and semiconductor companies like SanDisk, Seagate, and Nvidia.The hosts also analyze the recent spike in United States real estate foreclosures, breaking down why record-high homeowner equity and supply shortages mean a housing crash is highly unlikely. Finally, the conversation shifts to digital assets, discussing the Crypto Clarity Act, the regulatory threat to meme coins, and how tokenization could soon reshape institutional finance.KEY TOPICS DISCUSSEDFOMC rate hike probabilities and Citadel's surprise hike prediction.Impact of the Iran conflict on global oil prices and WTI trends.Semiconductor stock pullbacks and AI data storage investments.Q2 tech earnings expectations for Meta, Apple, and Microsoft.Analysis of rising United States real estate foreclosures compared to 2019.Record homeowner equity and the national housing supply shortage.The Crypto Clarity Act and the future of real world asset tokenization.Regulatory crackdowns on meme coin markets and platforms like PumpFun.KEY TAKEAWAYSA surprise FOMC rate hike is highly unlikely given current market conditions, despite some hawkish institutional forecasts.Geopolitical energy shocks are being digested faster by the market, with oil prices retreating sharply after recent spikes.Semiconductor and memory storage companies present strong buy opportunities as they continue to beat earnings despite broader tech sector pullbacks.The current real estate market is insulated from a crash due to a massive 11 trillion dollars in tappable equity and pervasive sub-6 percent mortgage rates.The impending Crypto Clarity Act will likely eliminate unregulated meme coin exchanges while attracting trillions in institutional capital to legitimate tokenization projects.CONNECT & TAKE ACTIONImagos Income Fund: Text "INCOME" or "DEALS" to 844-447-1555 to learn more about Matty A's private debt fund targeting 10% fixed returns paid out monthly.

Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why market leadership is rotating beyond semiconductors and where investors may find opportunities despite near-term volatility.Read more insights from Morgan Stanley.----- Transcript ----- Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley's CIO and Chief U.S. Equity Strategist. Today on the podcast, I will explain why the recent volatility in markets makes sense. It's Wednesday, July 22nd at 2 p.m. in New York. So, let's get after it. The broadening trade is back and it's gaining steam. We established this thesis last week. Importantly, there's a key reason this broadening trade is likely to continue. One of the more crowded areas of the market—semiconductors—has lost its momentum. As I've also noted before, this is not a call that the AI cycle is over. However, stocks do trade on the rate of change in growth, and expectations often reach a place where they can no longer surprise on the upside. Earnings revisions tend to get too stretched, and capital starts looking for the next place where fundamentals are improving but positioning is still light. This is no different than what happened to other leadership groups earlier this year in areas like precious metals and energy stocks. Remember, I first made the call for market broadening in our November outlook. My view is that the economy had moved into a new expansion after the rolling recession ended in April 2025. Markets were starting to catch on before the Iran conflict interrupted that trend. Investors piled back into the AI trade—especially semis—as oil prices jumped and Fed expectations shifted more hawkish. Back in June, I noted that those earnings revisions were likely nearing their peak. Hyperscale stocks starting to lag was the first indication. Since semis ultimately depend on hyperscaler spending, that divergence usually doesn't last. It doesn't mean the buildout is ending. However, the spenders may be moving from blind enthusiasm to a more disciplined phase as a means of addressing the market's concerns about falling cash flows. We've seen this pattern before. Since ChatGPT launched, this ebbing and flowing between the hyperscaler and semiconductor stocks has happened three times. This is the fourth such adjustment, during which the hyperscaler stocks are likely to outperform the semis. Since a few weeks back, hyperscalers have outperformed semiconductors by almost 30 percent. Another consequence is that the major averages may trade lower in the near term. When a crowded, large-cap leadership group is unwinding, the index can look choppy even as the market underneath is improving. That's the key distinction. The index may struggle, but the broadening can still work. Over the next month, don't be surprised if the S&P 500 trades as low as 7000 before it makes a move to 8000 by year-end. Use this weakness to add to equity positions. I continue to like Consumer Discretionary Goods, Transports, and Biotech. Discretionary Goods remains one of the cleaner expressions of the broadening thesis. Wallet share is shifting from services back toward goods, goods pricing is improving, and earnings revisions are strengthening. Transports continue to show improving revisions as volumes stabilize and pricing gets better. Biotech is one of the more attractive lower-rate beneficiaries, especially if policy expectations are too hawkish, as I think they are. On that last point, the Fed backdrop matters. The June FOMC meeting told us forward guidance is going to be limited, and the inflation path is going to drive policy. The softer-than-expected inflation data last week should allow the Fed to stay on hold rather than hiking. It may take the bond market a few more data points to fully re-price this view. Bottom line, the broadening is in gear, but it may not feel comfortable because it's happening while the crowded momentum trade unwinds, a process that is likely unfinished. That's usually how rotations in market leadership work. Like spring, it's often: in like a lion and out like a lamb. Thanks for tuning in. I hope you found it informative and useful. Let us know what you think by leaving us a review. And if you find Thoughts on the Market worthwhile, tell a friend or colleague to try it out!