General attitude of investors to market price development
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Banks are actively fighting to block yield-bearing stablecoins because they know what's coming.We sit down with Sean Kelley, VP at Frax, to cover how frxUSD is bridging DeFi and TradFi, why RWA looping is attracting institutional capital, and what the GENIUS Act means for stablecoin payments.We cover:- Why Banks Are Terrified of Yield-Bearing Stablecoins- The RWA Looping Strategy Institutions Are Racing Into- How frxUSD Is Backed by Multiple RWA Issuers- The GENIUS Act's Real Impact on Stablecoin Competition- ATW's $50M Bet on frxUSD- Frax's Play to Cross the TradFi ChasmThe RollupTimestamps:00:00 Intro01:10 Frax Update & Growth Strategy04:56 Institutional Vaults & RWA Backing07:25 Hibachi, Infinify Ads08:08 RWA Looping Thesis11:16 Why Institutions Are Looping On Chain12:43 Growing Stablecoin Supply14:25 Genius Act & Regulatory Landscape16:48 Yield Passthrough & Bank Workarounds18:18 Trezor, YEET Ads18:42 Capital Flight From Banks20:59 Banks vs. Stablecoins Dynamic22:52 Repo Markets & Large Capital Flows24:18 Canton, LayerZero & Tempo Partnerships25:29 Institutional FOMO & Pipeline Evolution27:20 Engineering Acceleration & Bottlenecks28:38 Roadmap: Aave, Ether.fi & Mobile App31:05 Closing ThoughtsWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.ventures
While retail panics over red candles, institutions are modeling how much of a fixed 21 million coin network they can realistically own. Public companies are absorbing supply, treasury strategies are expanding, and weak leverage is getting wiped out.SPONSORS:✅ Lednhttps://www.nmj1gs2i.com/9W598/9B9DM/?source_id=podcastSimply Bitcoin clients get 0.25% off their first loanNeed liquidity without selling your Bitcoin? Ledn has been the trusted Bitcoin-backed lending platform for 6+ years. Access your BTC's value while HODLing.
Der Kryptomarkt ist offiziell im Bärenmarkt angekommen. Bitcoin notiert deutlich unter dem Zyklushoch vom 6. Oktober 2025 und bewegt sich aktuell in einer volatilen Seitwärtsrange zwischen 60.000 und 70.000 USD. Die Stimmung bleibt angespannt: Der Fear & Greed Index verharrt im Bereich „Extreme Fear“ (13/100), die Bitcoin-Dominanz steigt leicht an und Altcoins zeigen aber noch ein wenig Stärke. Die entscheidende Frage: War das bereits der Boden oder steht uns eine weitere Abwärtswelle bevor? Alex und Lukas ordnen die aktuelle Marktlage historisch ein und analysieren mögliche Szenarien.
In today's Tech3 from Moneycontrol, we bring you a wrap of the biggest AI and tech headlines. Anthropic CEO Dario Amodei highlights India as Claude's second largest market, while the company's India run rate doubles. Blackstone enables a $1.2 billion capital raise for AI cloud platform Neysa. We also track how AI is reshaping India's $280 billion IT services sector, mutual fund exposure to tech stocks, and key policy signals from the India AI Impact Summit 2026.
The jury is still out for many analysts on the outlook for economic growth, inflation and the labor market this year.Some see lots of reasons for concern for the road ahead.Others are much more convinced 2026 is going to be a blockbuster year.Which is more likely?To find out, we have the good fortune to talk today with Dr Anna Wong, Chief U.S. Economist for Bloomberg Economics. Prior to her current role, Anna also worked at the Federal Reserve Board, the White House Council of Economics Advisers, and the U.S. Treasury.Anna and her team started the year quite bullish, seeing many of last year's headwinds turning into tailwinds in 2026.But, in light of recent developments, she's starting to turn more cautious.To find out why, watch this video.Follow Anna on Bloomberg by typing BECO + "Go"Or on X at @AnnaEconomistREGISTER FOR THOUGHTFUL MONEY'S SPRING ONLINE CONFERENCE AT THE EARLY BIRD DISCOUNT PRICE at https://www.thoughtfulmoney.com/conference#gdp #inflation #unemploymentrate _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.
What's behind the recent volatility in gold prices – and what could drive further gains through the rest of the year? Lina Thomas, senior commodities analyst in Goldman Sachs Research, discusses with Chris Hussey. Recorded on February 12, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose. Each name of a third-party organization mentioned is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any ownership or license rights between any such company and Goldman Sachs. A transcript is provided for convenience and may differ from the original video or audio content. Goldman Sachs is not responsible for any errors in the transcript. This material should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs. Disclosures applicable to research with respect to issuers, if any, mentioned herein are available through your Goldman Sachs representative or at http://www.gs.com/research/hedge.html Goldman Sachs does not endorse any candidate or any political party. © 2026 Goldman Sachs. All rights reserved. Learn more about your ad choices. Visit megaphone.fm/adchoices
Brett Crowther points to a $15 channel this week for Zscaler (ZS). Between $163 to $178, he shows the various factors potentially offering some "bullishness in the short-term" amid some overall weakness in the markets. On the longer-term basis, Brett shows the $165 level as a support area dating back to March 2025. He adds, "we've got a security company trying to secure support at $165." ======== 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Seth and Sean talk about Ben Solak and Manti Teo being hyped about the Texans, if they're overselling a bit, react to some of the best bits from the Seahawks' parade, assess Clint Stoerner's take on the Astros being sawft for load managing already, and see what Reggie and Paul have for today's question of the day.
Seth and Sean discuss how bullish on the Texans Ben Solak and Manti Teo are, if they're overselling, and go through some Texans-related and Texans-adjacent free agents.
Adam Coons and Ron Westfall break down Cisco (CSCO) earnings as the stock falls more than 10% post-report. Ron thinks that they're in a “solid position further out,” expecting them to take advantage of AI spending this year. Adam thinks the big story is margins, as they saw a decline in gross margins due to rising memory costs and expect this to be a continuing issue.======== 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Coinbase (COIN) is down almost 50% year-over-year heading into Thursday's earnings after the close. David Siemer remains bullish on the stock and the overall crypto space. He talks about how Bitcoin's correlation to Coinbase can benefit shares long-term. Tom White offers an example options trade ahead of the earnings report. ======== 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Blue Alpine Cast - Kryptowährung, News und Analysen (Bitcoin, Ethereum und co)
De prijs van bitcoin blijft deze week steken rond de $67.000. Iets lager dan vorige week, maar geen enorme sprongen. Daarom hebben we het vooral over het nieuws. We hebben een heel scala aan Amerikaanse banken die bullish zijn op bitcoin. Daarnaast dringt de ECB aan op Europese integratie. Bert geeft een andere blik op vermogensaanwasbelasting en Bart zag Michael Saylor zwetend op TV. Veel luisterplezier.Probeer Bitcoin Alpha 2 weken gratis!Satoshi Radio wordt mede mogelijk gemaakt door: Firefish, Watson Law en onze hoofdsponsor Bitvavo.Timestamps(00:00:00) Welkom en Podcast Introductie(00:20:00) Bookmark van Peter: JP Morgan is bullish geworden(00:39:30) Bookmark van Bart: “Refinance where, Michael?”(00:55:00) Bookmark van Bert: Een andere kijk op die aanwasbelasting(01:25:00) Bookmark van Bert: ECB dringt aan op snellere Europese integratie(01:32:00) Bookmark van Bart: Banken blijven bullish op bitcoin(01:45:00) MarktupdateBookmarksBert:Bert over Box 3 bij De Nieuwe WereldFT: “Bitcoin is still about $69,000 too high”FT bitcoin coverage is negative when the price is down and positive when the price is upECB dringt aan op snellere Europese integratieWe're launching with support for x402 using USDC stablecoins on base, with more protocols, payment methods, currencies, and chains to come.Aankondiging CoinbaseThe Block artikelBart:“Refinance where, Michael?”Phong Le tijdens aandeelhoudersvergadering:Binance en Franklin TempletonReverse listing Treasury BV via MKB Nedsense gaat niet doorGOLDMAN SACHS DISCLOSES $1.1B IN BTC, $1B IN ETH, $153M IN XRP AND $108M IN SOL - REPRESENTING A 0.33% CRYPTO ALLOCATION: FILINGDemocrats press SEC's Atkins over dropped crypto cases, Trump industry ties as agency shifts strategyOne Generation Runs the Country. The Next Cashed In on Crypto.Peter:JP Morgan is bullish gewordenDanske Bank gaat bitcoin en ether aanbieden
Amerant Investments chief investment officer Baylor Lancaster-Samuel talked with Proactive's Stephen Gunnion about shifting investor sentiment toward Latin American debt markets following recent US-led intervention in Venezuela and the broader implications for corporate credit spreads across the region. Lancaster-Samuel explained that despite geopolitical tensions, credit markets have reacted constructively. Venezuelan sovereign and corporate debt have rallied on expectations of a potential restructuring, while the broader Latin American credit complex has tightened in sympathy. She noted that markets are pricing in optimism around renewed US strategic interest in the region and the possibility of stronger trade ties. Addressing concerns about oil markets, Lancaster-Samuel emphasised that Venezuela accounts for less than 1% of global oil production, limiting immediate global supply impacts. While rehabilitation of Venezuelan oil infrastructure could increase production over time, she said the short-term effect on global markets remains minimal. Higher oil prices have provided some support to energy producers in countries such as Colombia. She also highlighted idiosyncratic pressures in Brazil and noted that Mexican corporates may experience volatility ahead of USMCA renegotiations. However, her baseline expectation is that an agreement will ultimately be reached. Importantly, Lancaster-Samuel stressed Amerant Investments' disciplined investment approach: “We are very focused on fundamentals and analysis on each specific company.” She added that spreads in Latin America “tend to be wide” due to geopolitical fears, but investors are being compensated for that risk. Concluding, she stated, “We're actually very positive on Latin America at this time.” For more expert insights on global markets, visit Proactive's YouTube channel, give this video a like, subscribe to the channel and enable notifications so you never miss future content. #LatinAmerica #EmergingMarkets #FixedIncome #CreditMarkets #Venezuela #USIntervention #CorporateBonds #DebtMarkets #OilMarkets #InvestmentStrategy #AmerantInvestments #Geopolitics #Mexico #Brazil #Colombia
Chris Giancarlo is the former Chairman of the Commodity Futures Trading Commission (CFTC) and the author of “Crypto Dad.” This conversation was recorded live at Bitcoin Investor Week in New York. In this episode, we discuss the state of crypto regulation in the U.S., the push for legislative clarity, the roles of the SEC and CFTC, and why regulation ultimately matters more for traditional finance than for crypto builders. We also explore prediction markets, federal preemption, and why a durable legal framework is critical for America's digital financial future.=====================Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/=====================BitcoinIRA: Buy, sell, and swap 80+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $1,000 in rewards.=====================Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.=====================0:00 - Intro0:24 – Has politics and regulation been good or bad for Bitcoin?6:30 – Why prediction markets matter for the future of crypto10:30 – Should there be limits on prediction markets?17:36 – When should innovators push regulation vs wait it out?20:37 – How do the SEC and CFTC actually differ?23:58 – The story behind “Crypto Dad” and getting regulation right
Seth and Sean discuss Mike Florio's continued vendetta against Tom Brady being an owner and a broadcaster, what the NFLPA should focus on fixing most, if they're as bullish on the Texans next season as Ben Solak is, if Rockets fans should be worried about Kevin Durant's body language affecting the younger guys, and what Reggie and Lopez's question of the day is.
Seth and Sean react to Ben Solak laying out all the reasons that he likes the Texans and assess which they agree with.
Artificial intelligence is moving fast, with new tools changing how people work, create and compete. Whether you're an AI doomer or AI boomer, it's hard to ignore what's coming. Economist and professor Tyler Cowen has spent years analyzing how these developments could reshape the economy and everyday life. He joins host Megan McArdle to talk through how AI could transform talent, human capital and competition — and how to make sure you don't get left behind.Subscribe to The Washington Post here.
Satellite broadband services company ViaSat (VSAT) got an upgrade from Deutsche Bank, helping push shares to a near-four-year high. George Tsilis weighs ViaSat's earnings growth to the general AI trade and explains how this overlooked stock can gain more momentum. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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
There are bullish signals flashing in the Bittensor TAO ecosystem right now. The combination of institutional interest and on-ramps, subnets generating millions of dollars in revenue, and the post halving tailwinds make this sector one of the most intruiging in all of crypto. Today we take a look at an up and coming subnet with a bright future.
- Sovereign AI: what is it, and does anyone have it? - Bullish on Eviden: Europe's top system company restores old name - Intel to build server GPUs of its own - MIT Technology Review AI Predictions [audio mp3="https://orionx.net/wp-content/uploads/2026/02/HPCNB_20260209.mp3"][/audio] The post HPC News Bytes – 20260209 appeared first on OrionX.net.
Welcome back to the VRA Investing Podcast! In today's episode, Kip Herriage takes us on a deep dive into the current state of the markets, fresh off what he calls “the most boring Super Bowl ever.” He jumps right in with a thoughtful discussion about how generational perspectives are shaping investor sentiment, especially in the wake of the 2008 financial crisis. While older investors may still feel scarred by the downturn, Kip Herriage applauds the younger crowd for their bullish outlook and willingness to “buy the dip”—and explores why that strategy is paying off in today's bull market. This episode also uncovers the powerful rotational theme driving sector performance, highlights record-low valuations in gold miners, and breaks down key economic drivers like the “Trump economic miracle,” the innovation revolution, and a global reflation trend. Kip Herriage shares actionable insights on why he believes this bull market could be the best of our lifetimes, what indicators to watch for a true market top, and why he's keeping a close eye on gold, silver, and Bitcoin for big moves ahead.
Join Andy, James and Dan to discuss a comeback against Salzburg, defeat against Brentford, what's going on with Harvey Elliot and Unai Emery's future.Gather 'Round The Lamp is a podcast by Under A Gaslit Lamp. Follow us on X @VillaLamp. Want to get in touch? You can email us via contact@underagaslitlamp.com. Hosted on Acast. See acast.com/privacy for more information.
The entirety of DJ & PK for February 4, 2026: HOUR ONE Mike Folta, SEG Media and Utah Mammoth Utah Jazz Game Recap BYU looks to bounce back tonight in Stillwater, OK HOUR TWO What is Trending: Utah Jazz, NBA, CBB, NFL, CFB, Golf, Utah Mammoth Hot Takes or Toast: Reaction to Jaren Jackson Jr. trade What do we make of the future of the Utah Jazz? HOUR THREE NBA eras past vs. today as Utah Jazz add Jaren Jackson Jr. Tim LaComb, Utah Jazz analyst for SEG Media BYU Basketball looks to rebound against Oklahoma State HOUR FOUR Ian Furness, 93.3 KJR in Seattle Slacker Radio Headlines Feedback of the Day
In today's episode, Kip dives into the latest market action and shares insights on the rotational themes shaping investor sentiment right now. He discusses why he and his team recently took profits in leveraged ETFs, what the software sector's recent pullback means for tech investors, and why these movements are actually textbook signs of a healthy bull market. Kip also breaks down the impact of big earnings reports from giants like Google and Microsoft, outlines his bullish outlook for the remainder of the year, and highlights the “big three” macro themes driving the market, the Trump economic miracle, the ongoing innovation revolution, and a tidal wave of global liquidity. You'll hear thoughts on global reflation, concerns about Japan's role in the markets, and the resilience of precious metals and Bitcoin amid recent volatility. Tune into today's podcast to learn more.
In today's episode, Tyler breaks down a mixed day for the major indexes and takes a deep dive into the unexpected bright spots from today's action. Tyler covers a lot of ground, from the latest from Q4 earnings season to what investor sentiment is telling us, and even the groundbreaking merger between SpaceX and xAI. If you want to learn more about the latest shifts in stock market action, tune into today's podcast to learn more.
In this video, IPS Finance decodes the US–India Trade Deal and answers the key question every investor is asking – who stands to benefit the most? Economist V. Nagappan explains how this trade agreement could influence a bullish stock market, and which sectors are likely to deliver higher returns if trade momentum strengthens between India and the United States. The discussion covers policy signals, global trade dynamics, and the possible impact of Trump-era trade strategies on Indian markets. This video offers valuable insights for investors looking to position their portfolios strategically amid evolving global trade relationships.
Ed Siddell anticipated the market pullback – though not so soon. He thinks the Warsh nomination “pushed it along.” Ed remains bullish on the market and economy through 2026. “We still love gold, we still love silver,” and the dip presents an opportunity. On the economy: “we're switching to a producer nation from a consumer nation,” which may have some pain points during the transition, but will ultimately benefit the country long-term. However, he's concerned about debt, both consumer and government.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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
Hour 3 of the Chris Hand Show | Monday 02-02-26See omnystudio.com/listener for privacy information.
Trump's Fed chair pick sent a quiet but massive signal. Kevin Warsh understands QE failed, asset inflation broke the system, and discipline has to return. He sees Bitcoin not as a threat, but as a market check on bad policy. This is why the macro shift favors Bitcoin far more than most realize.SPONSORS✅ Lednhttps://www.nmj1gs2i.com/9W598/9B9DM/?source_id=podcastSimply Bitcoin clients get 0.25% off their first loanNeed liquidity without selling your Bitcoin? Ledn has been the trusted Bitcoin-backed lending platform for 6+ years. Access your BTC's value while HODLing.
The Drive delved into the numbers and explained why they are bullish on the Royals new full time LF for 2026.
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Black Pink fandom, music video nostalgia, and why hawkish is apparently the Fed's favorite bird. This week on Lumber Slingers, we cover a packed news cycle-starting with pop culture and ending deep in the lumber markets. We break down the surprise nomination of Kevin Warsh as the next Fed Chair, what his historically hawkish stance could mean for inflation and interest rates, and why the Fed's decision to hold rates steady still leaves housing in limbo. Mortgage rates hover just above 6%, applications are down, and everyone's waiting for a real catalyst. On the lumber side, consolidation continues at full speed. We also highlight key leadership appointments across the industry and preview earnings season, including Weyerhaeuser's latest results. To wrap it up, we check in on lumber pricing momentum, which continues to trend upward month-over-month—suggesting demand may be firmer than expected heading into February. Lets be optimistic!
Today, much of the AI "pick and shovels" space is aflame on Meta CapEx plans and other announcements after the latter, Tesla and Microsoft all reported earnings yesterday. The average stock had a weak day yesterday, however, even as the S&P 500 touched 7,000 for the first time. Also, a look at the latest chaotic action in gold and silver prices and how the market is becoming increasingly dysfunctional and dangerous. Oil and gas prices, macro and FX and more also on today's pod, which features Saxo Head of Commodity Strategy Ole Hansen and is hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links discussed on the podcast and our Chart of the Day can be found on the John J. Hardy substack (within one to four hours from the time of the podcast release). Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro and outro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.
The Federal Reserve is holding interest rates steady, keeping policy in a 3.5%–3.75% range. Lance Roberts and Michael Lebowitz examine how markets are reacting to Chair Jerome Powell's message, and break down what the Fed is signaling—and why it could fuel market volatility ahead. 0:00 - INTRO 0:19 - Mega Reports & Fed Fallout 4:31 - Markets Struggle after 7,000 9:33 - Inflation, Truflation, & Labor 14:14 - Chances of Rate Changes Higher or Lower? 16:44 - Current Growth Spurt is Unsustainable 19:10 - No Mention of QT/QE 21:10 - Citadel Securities; Risk-on Indicator 23:14 - Margin Debt is Bullish for Markets 26:13 - Liquidity Shifts & Fed Watching 29:15 - Geopolitics, Mid-term Elections & Potential Gov't Shutdown 31:42 - Why Fed Policy Matters 34:02 - Are We In an AI Bubble 35:53 - Favorite Search Engine Rankings - Then & Now 38:23 - The AI Boom vs the Dot-com Bubble Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manger, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=1vX2vPQQp28 ------- Articles Mentioned in Today's Show: "AI Bubble: History Says Caution Is Warranted" https://realinvestmentadvice.com/resources/blog/ai-bubble-history-says-caution-is-warranted/ ------- Watch our previous show, "Q&A Wednesday, the YouTube Chatroom Free-for-all," here: https://www.youtube.com/watch?v=XLaWDc-IGAw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- The latest installment of our new feature, Before the Bell, "Markets Stall at 7,000: Breakout or Bull Trap?" is here: https://www.youtube.com/watch?v=meTHta-tC1o&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketOutlook #TechnicalAnalysis #RiskManagement #MarketSpeculation #InvestorDiscipline #FederalReserve #JeromePowell #InterestRates #MarketOutlook #MonetaryPolicy
The Federal Reserve is holding interest rates steady, keeping policy in a 3.5%–3.75% range. Lance Roberts and Michael Lebowitz examine how markets are reacting to Chair Jerome Powell's message, and break down what the Fed is signaling—and why it could fuel market volatility ahead. 0:00 - INTRO 0:19 - Mega Reports & Fed Fallout 4:31 - Markets Struggle after 7,000 9:33 - Inflation, Truflation, & Labor 14:14 - Chances of Rate Changes Higher or Lower? 16:44 - Current Growth Spurt is Unsustainable 19:10 - No Mention of QT/QE 21:10 - Citadel Securities; Risk-on Indicator 23:14 - Margin Debt is Bullish for Markets 26:13 - Liquidity Shifts & Fed Watching 29:15 - Geopolitics, Mid-term Elections & Potential Gov't Shutdown 31:42 - Why Fed Policy Matters 34:02 - Are We In an AI Bubble 35:53 - Favorite Search Engine Rankings - Then & Now 38:23 - The AI Boom vs the Dot-com Bubble Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manger, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=1vX2vPQQp28 ------- Articles Mentioned in Today's Show: "AI Bubble: History Says Caution Is Warranted" https://realinvestmentadvice.com/resources/blog/ai-bubble-history-says-caution-is-warranted/ ------- Watch our previous show, "Q&A Wednesday, the YouTube Chatroom Free-for-all," here: https://www.youtube.com/watch?v=XLaWDc-IGAw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- The latest installment of our new feature, Before the Bell, "Markets Stall at 7,000: Breakout or Bull Trap?" is here: https://www.youtube.com/watch?v=meTHta-tC1o&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketOutlook #TechnicalAnalysis #RiskManagement #MarketSpeculation #InvestorDiscipline #FederalReserve #JeromePowell #InterestRates #MarketOutlook #MonetaryPolicy
After the FOMC voted to keep interest rates unchanged in January, Christian Salomone says the potential for another rate cut hinges on the labor market taking a stark downturn. That said, recent economic data and comments made by Fed Chair Jerome Powell offer reprieve. Beyond geopolitical tensions, Christian adds that the softening of the U.S. dollar is another macro factor to watch moving forward. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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
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As CEO of financial services giant Legal & General, António Simões plays a huge role in the UK economy, not to mention in the financial wellbeing of tens of millions of people. From managing pension funds to massive infrastructure spending around the country, he oversees well over a trillion dollars' worth of UK assets. Simões took the top job at the beginning of 2024, and he tells Will Bain how from the start he has been dedicated to maintaining a corporate culture with a healthy work-life balance.Bullish on the UK economy, Simões says the country sometimes spends too much time ‘talking itself down' and that with its fundamental strengths the UK is one of the most stable economies in the world. But, he says, there are still big worries for young Britons' futures. He tells Will he's concerned about the low levels of pension enrolment around the country and says more financial education is needed for people to understand the “eighth wonder of the world”: compound interest.He also tells Will about L&G's massive investments around the country, from digital infrastructure and energy storage to affordable homes. And he says that despite a backlash against ESG and diversity programmes in recent years, he believes those are essential to ensuring returns for investors, and the country, far into the future. Presenter: Will BainProducer: Olie D'AlbertansonEditor: Henry Jones00:00 Sean Farrington and Will Bain introduce the episode02:00 António Simões interview begins02:21 Maintaining work-life balance and corporate culture05:30 Britons not saving enough into their pensions and the need for more financial literacy 08:40 Addressing low pensions auto-enrollment, challenges for employees and SMEs alike20:30 UK Growth - how to get there? 24:30 AI investments and 'bubble' fears 26:30 Government and private investments in new infrastructure around the UK40:00 The continued value of diversity schemes and ESG amid backlash 41:30 The politicisation of the economy 42:30 Low gender and LGBT representation in the C-suite
Join Peter Tuchman, the 'Einstein of Wall Street,' on the floor of the New York Stock Exchange as he breaks down the current market dynamics of January 2026. Explore insights on the recent bullish trends, significant earnings reports, and the upcoming Federal Reserve meeting. Peter discusses the challenges and opportunities in today's market, the potential impact of the interest rate cutting cycle, and what to expect going forward. Stay updated and informed with in-depth analysis and forecasts to successfully navigate the financial landscape. 00:00 Introduction to Trade Like Einstein 00:40 Market Overview and Current Trends 01:20 Upcoming Events and Predictions 01:39 Earnings Reports and Government Shutdown 02:34 Closing Thoughts and Future Outlook All investing involves the risk of loss, including loss of principal. This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial advisor before making any financial decisions or investments.
A warning signal may be flashing in the metals market. In today's episode, we break down the ominous "shooting star" candlestick pattern that's just appeared across key metals—and what it could mean for gold, silver, and the broader commodities complex going forward. Is this a routine pause… or an early sign that momentum is rolling over? We'll also dig into the latest durable goods orders data and what it says about demand, growth, and industrial activity. Plus, we'll cover the slide in Tesla, why it matters for market sentiment, and how these cross-currents fit together in today's tape. If you trade metals, tech, or macro themes, this episode connects the technicals with the fundamentals. Listen now:
Cisco (CSCO) has a new bull in Evercore ISI after the firm upgraded the stock and boosted its price target. Diane King Hall talks about the tailwinds it sees for the legacy tech company. Applovin (APP) shares rallied after Needham upgraded the stock and posted a price target pointing to significant upside. Diane then explains why Phillip Securities is turning up the volume on its Netflix (NFLX) analysis. ======== 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Rory Johnston is a Toronto-based oil market researcher, the founder of Commodity Context, a lecturer at the University of Toronto's Munk School of Global Affairs and Public Policy, as well as a Fellow with both the Canadian Global Affairs Institute and the Payne Institute for Public Policy at the Colorado School of Mines. Prior to founding Commodity Context, Rory led commodity economics research at Scotiabank. In this podcast, we discuss: Trump's Bullish Paradox Importance of China's SPR Why OPEC+ Hiked Production The "Oil on Water" Overhang Venezuela and Iran 2026 Outlook US Shale's H2 Roll-over Long term demand outlook
The Last Trade: Davos signals a shift in the monetary order as sovereign debt cracks, gold leads, and bitcoin emerges as a neutral alternative.---
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