Podcasts about chairman powell

This Week on Financial Revelations: Big news this week on Financial Revelations! David Szafranski shares an exciting announcement—his upcoming book, The Sin of Retirement, will be available at the end of July. It's a must-read for anyone thinking about retirement, financial independence, or how to approach the later years of life with purpose and strategy. Stay tuned for release updates! Inflation News: Headed in the Right Direction This morning's inflation report brought a welcome surprise: 2.1%, down from 2.8%. That's a solid move in the right direction and suggests that the economy is stabilizing. While the ideal target is often sub-2%, a little inflation isn't necessarily a bad thing. In fact, David explains why moderate inflation is healthy for a growing economy—tune in to this week's episode to understand why. Rate Cuts on the Horizon? With inflation cooling, David predicts we'll see at least three interest rate cuts this year. That could bring relief for borrowers and give the markets an added boost—great news if you're investing for the long haul. Market Chaos… Again Woke up to more headlines involving China allegedly violating trade agreements. The global stage is rarely calm, but chaos often creates opportunity. As David reminds us: Buy into the chaos. Long-term investors who stay the course often come out ahead. Got Financial Questions? Reach out to Kory@epsf.com with your financial questions—we might cover them on the next episode. Follow David on Twitter (X): @skibucks1 Stay informed. Stay intentional. Stay invested. Support the Amazon Well Project David is actively supporting a well drilling initiative in the Amazon. Learn more and get involved here: Nativos USA GoFundMe – Search: David Szafranski

  Big News: The Sin of Retirement is Almost Here! We're almost there—my first book, The Sin of Retirement, goes live next week! The website and introduction will be up by the end of the week, and I couldn't be more excited to share this with you. It's been a long journey, but the message is timely, the research is deep, and the feedback so far has been incredible. A Rare Admission (and a Correction) In an unprecedented move… I have to admit I was wrong. I had projected mid-June for the resolution of the ongoing tariff negotiations—but the timeline has moved up. With a US-China deal now in the works, we may see these talks wrapped up much sooner than expected. The Market Outlook: Still Bullish Despite that hiccup, the outlook remains very strong. Here's what we're seeing: New lower budget: That's breathing room for both businesses and individuals. Tax bill updates: More favorable conditions could be ahead. Inflation? Finally showing signs of a slow and steady retreat. Put it all together, and we still see strong markets through the end of the year. Plenty of room for growth—and opportunity. Listener Spotlight: Who Should Buy Long-Term Care Insurance? One of our top listener questions this week: Who really needs long-term care insurance? David dives into the history of long-term care coverage and how it's evolved over the years. He breaks down: What long-term care actually covers Who benefits most from it Key factors to consider when deciding whether it's right for you If you've ever wondered whether LTC is worth it—or just another insurance upsell—this week's discussion is for you.

The Ag-Net News Hour Hosts, Lorrie Boyer and Nick Papagni, “The Ag Meter,” discuss various agricultural and economic updates. Nick and Lorrie highlighted the Federal Reserve's decision to leave interest rates unchanged, with Chairman Powell monitoring unemployment and inflation. They noted ongoing trade negotiations with the UK, Canada, Mexico, Japan, and South Korea, and potential US-China trade deals. Geopolitical conflicts in India, Pakistan, Ukraine, Russia, and Israel were mentioned. Disaster aid enrollment is underway, with livestock producers signing up by the end of the month and crop producers by July. Secretary Brooke Rollins is working on a plan to support small, family-owned farms.   The second segment, Nick and Lorrie talk about the environmental groups' petition to the Trump administration to enforce regulations on Colorado River water use, potentially reducing agricultural water allocation. The debate highlights the tension between environmental conservation and agricultural needs, with one speaker emphasizing the importance of farming for global food supply. The conversation also touches on the issue of international entities, particularly China, buying U.S. farmland, raising concerns about national security and private property rights. Suggestions for water conservation included forest management, cleaning Delta pumps, and expanding reservoirs. The hosts agreed on the complexity of the issue and the need for balanced solutions.   Finally, in the third part of the show, Nick and Lorrie talk about the Trump administration's potential involvement in managing the Colorado River, with environmentalists citing wasteful water use in agriculture. Speaker 2 dismissed climate change as weather, and supported the administration's stance. The segment also covers the impact of 145% tariffs on Chinese imports, with cargo traffic at the Port of Los Angeles down 35% and Seattle up 20%. The conversation brought out the financial benefits of tariffs, noting the U.S. makes nearly a billion dollars daily. Additionally, the discussion touched on the state of Central Valley crops and the challenges of urban development encroaching on agricultural land.

Market Trends Podcast covers the important real estate news and industry trends.In the "Market Trends May 2025 Edition" episode of the "People Not Titles" podcast, hosts Steve Kaempf and Matt Lombardi explore significant developments in the real estate industry. They discuss the updated Clear Cooperation policy, highlighting the conflict between Compass and Zillow over private listings. The episode also covers the resignation of the CEO of Home Services and its potential industry impact, Rocket Mortgage's $9 billion acquisition of Mr. Cooper to create a comprehensive real estate app, and leadership lessons from a public incident involving First American's CEO. The hosts conclude with insights on job cuts at the National Association of Realtors and economic comments from Federal Reserve Chair Jerome Powell.Intro (00:00:00Clear Cooperation Policy and Zillow's Response (00:01:09)Compass's Strategy and Market Implications (00:03:31)Northwest MLS's Policy and Compass's Lawsuit (00:08:09)Geno Blefari Resignation (00:11:14)Rocket Mortgage Acquires Mr. Cooper (00:13:29)Kenneth Digiorgio's Departure from First American (00:15:38)NA Job Cuts and Restructuring (00:17:22)Chairman Powell on Tariffs and Economic Impact (00:21:15)Market Negotiations and Tariffs (00:23:37)Real Estate Agent Earnings (00:25:45)Agent Job Market Trends (00:26:09)Second Job Statistics (00:26:52)Full-Time Real Estate Commitment (00:27:09)Marketing Listings on MLS (00:27:52)Career Satisfaction in Real Estate (00:28:38)Positive Aspects of Real Estate (00:29:54)Current Mortgage Rates (00:30:25)Home Sales Trends (00:32:04)Median Home Prices (00:33:03)Wealth Transfer Insights (00:34:07)Chicago Metro Home Sales (00:34:43)Wisconsin Market Overview (00:36:38)Upcoming Events Announcement (00:36:42)Networking Book Promotion (00:38:31)Full episodes available at www.peoplenottitles.comPeople, Not Titles podcast is hosted by Steve Kaempf and is dedicated to lifting up professionals in the real estate and business community. Our inspiration is to highlight success principles of our colleagues.Our Success Series covers principles of success to help your thrive!www.peoplenottitles.comIG - https://www.instagram.com/peoplenotti...FB - https://www.facebook.com/peoplenottitlesTwitter - https://twitter.com/sjkaempfSpotify - https://open.spotify.com/show/1uu5kTv...

Keith discusses strategies for building wealth in real estate, emphasizing efficient property operations and leveraging. He suggests setting tenant occupancy limits, sub-metering utilities, and increasing rentable space. He explains the leverage ratio, which measures the relationship between debt and equity, and advises maintaining a high ratio for better returns.  Hear his take on the Florida's real estate market, including falling property values, oversupply, and rising insurance premiums. Despite these issues, Keith remains optimistic about Florida's long-term potential due to its population growth and low taxes. Free Resources: Connect with a free GRE Investment Coach at GREinvestmentcoach.com Show Notes: GetRichEducation.com/551 For access to properties or free help with a GRE Investment Coach, start here: GREmarketplace.com Get mortgage loans for investment property: RidgeLendingGroup.com or call 855-74-RIDGE  or e-mail: info@RidgeLendingGroup.com Invest with Freedom Family Investments.  You get paid first: Text FAMILY to 66866 Will you please leave a review for the show? I'd be grateful. Search “how to leave an Apple Podcasts review”  For advertising inquiries, visit: GetRichEducation.com/ad Best Financial Education: GetRichEducation.com Get our wealth-building newsletter free— text ‘GRE' to 66866 Our YouTube Channel: www.youtube.com/c/GetRichEducation Follow us on Instagram: @getricheducation Complete episode transcript:   Automatically Transcribed With Otter.ai    Keith Weinhold  0:00   Welcome to GRE I'm your host. Keith Weinhold, today, the two things you've got to focus on if you're ever going to build wealth as a real estate investor, why Trump wants to fire Fed Chair Jerome Powell, then, is Florida real estate doomed with falling property values, a housing oversupply, spiking insurance premiums and slowing population growth. It's episode 551, of get rich education.    Since 2014 the powerful get rich education podcast has created more passive income for people than nearly any other show in the world. This show teaches you how to earn strong returns from passive real estate investing in the best markets without losing your time being the flipper or landlord. Show Host Keith Weinhold writes for both Forbes and Rich Dad advisors, who delivers a new show every week since 2014 there's been millions of listener downloads of 188 world nations. He has a list show guests and key top selling personal finance author Robert Kiyosaki, get rich education can be heard on every podcast platform, plus it has its own dedicated Apple and Android listener phone apps build wealth on the go with the get rich education podcast. Sign up now for the get rich education podcast or visit get rich education.com   Speaker 1  1:16   You're listening to the show that has created more financial freedom than nearly any show in the world. This is get rich education.   Keith Weinhold  1:32   Welcome to GRE from Manhattan, Kansas to the finance capital of Manhattan in New York City, and across 188 nations worldwide, you are back inside get rich Education. I'm your host, and my name is Keith Weinhold. I think you know that by now, because we deliver weekly shows more steadily and predictably than a new tariff policy. I've got more on tariffs in a funny clip on Trump wanting to fire Jerome Powell in stories on that level soon. But first, you know one thing that I've made you mindful of lately is that a successful real estate investor needs to pay attention to two big things if you want to build wealth First, keep your property operations efficient. This is your cash flow function. And second look at your net worth statement, and be mindful that you are leveraging as many dollars as you responsibly can. Let me break down both of these for you so that you can see what I really mean here the first one, keeping your property operations efficient. That means that right up front, with a new tenant in the application, find out how many tenants are going to live there, and firmly let them know that they cannot exceed this or that they're in violation of the lease. Can you get 20% more rent, or even 50% more rent by furnishing your unit and marketing it not as a long term rental, but as a midterm rental, and targets, say health professionals that are traveling if you're in a hot rental market. Can you simply keep the rent the same, but have new incoming tenants pay a utility bill for you that you had previously been paying by sub metering your utilities. Other examples of taking the rental property you already have and making it more efficient, you know, there are more classic items, like increasing your rentable space, renting out separate on site, storage space, adding a carport, charging pet rent or just boosting the curb appeal. Can you build an adu on your property? How about appealing your property taxes or automating your rent collection. Why don't you take a look at your insurance policies? You know, a lot of them have $1,000 deductibles. Well, if you're an economically resilient investor, consider raising your deductibles to 5k that way you lower your insurance premium and increase your cash flow that way. I mean really, putting in insurance claims can be somewhat of a pain anyway. Okay, well, right. There were maybe, I don't know, 10 or 15 quick ideas for streamlining your property's operations and increasing your cash flow. Now, don't try to do every one of them, but if there's at least one or two that you can think of as low hanging fruit to go ahead and harvest with the nature of what you've got going in your portfolio. And you know, ideas like I just shared there, you can hear about that on some other real estate investing platforms. But you know what the bigger gain. Is that you can actually make they take less work and fewer people talk about these things all right, and that's the second thing I'm talking about. Yes, it is typically more profitable for you and less work for you. If, instead of all those things, you increase your leverage ratio. Now, doing this does not help your cash flow, it helps your net worth. And net worth is something that you can later convert to cash flow. And this second one increasing your leverage that's a strategy that you just don't hear about on very many real estate investing platforms. So I haven't discussed leverage ratio in a long time. So let's talk about what it is, how you can improve yours, and then what it does for building your wealth. Okay, it's the relationship between your debt and your equity, and here's how to determine yours, and then I'll tell you how you're performing. Once you've determined yours, you might even be able to do it roughly in your head. All you do is take the total value of all the real estate that you own and divide it by your loan balances. That's it. Say you own a million dollars worth of real estate and you've got 500k of total debt on all that real estate. Well, it's really simple. Just divide your value a million bucks, buy your debt, 500k and your leverage ratio is two to one. Let's just call that two. If you're looking to build wealth, that number of two is kind of low. It should be higher. It means that you've got 50% equity in your property. Now say that instead, on the day that you bought that million dollars in real estate, you only made a 200k down payment. That's awesome. A million bucks divided by 200k your leverage ratio is five. All right. Well, what are these numbers really mean? Like this two and this five? All right, it's important because it is what you use to multiply your real estate's rate of appreciation by in order to find your rate of return. So just say that your real estate appreciates 4% this year. If your leverage ratio is just two, that's only an 8% return on your skin in the game. But if you've got more debt and your leverage ratio is five, then a 4% return means you've got a 20% return on your skin in the game. Do that keep your leverage ratio high? Now, what if your leverage ratio falls all the way down to a one. What does that mean? Oh, dear, you're not really doing much to build wealth because all of your properties are paid off. You don't have any mortgages on them. So if you're down to a one, all you've got working for you, from an appreciation standpoint, is compound interest. That's the point at which you've fallen from a compound leverage instrument down to a compound interest instrument. And as we know here at GRE which is counter to the mainstream world. And yeah, the mainstream world is where you have to work all of your life at a job you hate. And that's what you'll do if all you have is unlevered compound interest, all right, and if all you have is unlevered compound interest, well, don't book your Blue Origin flight quite yet. You're not going to go on one you can count on sitting behind a desk for decades instead.   All right. Well, how do you determine your leverage ratio? Again, it's your total real estate value divided by your equity. All right. Now, how do you keep your number high? By making new purchases with 20 to 25% down payments, and by not making new purchases is another way, and instead performing cash out refinances or doing both, you know another way to increase your leverage ratio, and you might not have thought about this, it's when real estate values fall. Now, that's surely not a desirable way to do it, and it doesn't happen often, but when real estate values fall, that drops both your real estate's value and your equity value by the same amount. And interestingly, with some of the ways that I described that you can add value to a property earlier, like a carport, that makes your cash flow better, but it does make your leverage ratio worse at the same time, a way to decrease your leverage ratio fast and lower your wealth building potential fast is to make an extra principal payment of a few 1000 bucks. I mean that one act alone might drop it from, say, a 3.14 to a three point. One Two over night. But look, I don't know what real estate markets you're invested in, and if you tell me what your number is, I'm gonna know how much your future wealth building power is, because you're keeping dollars not merely compounding, but leveraged. And if your number falls below about two and a half, which means 40% equity, that's typically when I begin looking to refinance or sell an equity heavy property, to do a 1031 into a bigger one. So two and a half, that's the number where you often want to take action. And really this is all just a fresh way of approaching an enduring mantra here at GRE Oh yeah, financially free beats debt free, and this sure can make you a mutineer among the masses. And I've been talking about these mutineers sort of things a lot lately, even with a tinge of irreverence. Perhaps you might remember that three weeks ago here on the show, I discussed how, depending on your circumstance, you can even make a car loan good debt, and how a seven figure income is the new six figures and then, yes, perhaps more irreverence. Last week in your free audio course, it was pretty iconoclastic to break down in detail how a 38% rate of return from just everyday buy and hold real estate is not risky at all. And last week's episode 550 the free course, that's probably the most important episode we've done in a long time. For a beginning real estate investor, if you've got any relative or friend in your life that you know, do you have someone around you that just doesn't get it about real estate investing, that really doesn't understand why you do this, please go ahead and share last week's episode with him. Episode 550 now on to the actual person of one, Donald John Trump. And why do I always say his name that way? I don't know. I'm not sure how that ever got started, but I don't say that as often as I call myself a remorseless slack jaw. In any case, the President wants to fire the Fed Chair Jerome Powell. This is nothing new. It just flared up again. I mean, here's the latest flare up. Listen to how Trump says he's never been fond of Powell. Okay, key in on that. This is Tom llamas on NBC, nightly news. You'll also hear the voices of Trump, Powell and Elizabeth Warren in Washington.    Unknown Speaker  8:38   There's a mounting standoff between President Trump and the Chairman of the Federal Reserve. The President blasting Jerome Powell for not lowering interest rates, accusing him of playing politics. Gabe Gutierrez is at the White House with markets on edge and his trade war escalating. President Trump is lashing out at the Federal Reserve Chairman he once appointed, writing on social media that Jerome Powell's termination cannot come fast enough. I don't think he's doing the job. He's too late, always too late. Slow. And I'm not happy with him. I let him know it, and if I want him out, he'll be out of there real fast, believe me, the rebuke coming after this warning from Powell Wednesday, tariffs are highly likely to generate at least a temporary rise in inflation, the President now slamming him for not cutting interest rates to help the economy. We have a Federal Reserve Chairman that is playing politics, somebody that I've never been very fond of, actually, but he's playing politics. Powell says the Fed needs more clarity before making a move. We're never going to be influenced by any political pressure. People can say whatever they want. That's fine. Trump had previously said he would not try to replace Powell, and earlier this week, the Treasury Secretary stressed the importance of an independent federal reserve. I believe that monetary policy is a jewel box that's got to be preserved. Democrats warning of chaos if Powell is ousted, if Chairman Powell can be fired by the President of the United States, it will crash the markets in the United States. Powell, whose term as Fed Chair ends next year, has said the President does not have the legal authority to fire him. If he asked you to leave, would you go? No.   Keith Weinhold  14:38    In that clip, Trump said he's never been very fond of pow dude. You appointed him, you You appointed him as Fed Chair in your first term, where you must have liked him more than any of the other candidates. Geez. Now you may or may not like Powell, but I don't see how. He's playing politics before lowering interest rates, it's completely sensible for him to see how the tariffs play out first. The Fed has long been independent of the executive branch, so they're supposed to be Trump wants Powell to lower interest rates. And remember, Powell already cut rates a full 1% late last year, and I really don't even agree with that cut when inflation was still elevated. Trump says Powell is always too late. Well, everyone agrees that Powell was too late to raise rates back in 2022 I mean, that had to do with the whole gaff where he said that inflation is just transitory, and no one will let Powell forget that. But do you give pal credit for a soft landing? I mean, he since brought down inflation while keeping us out of a recession, that's the definition of a soft landing. You know, I don't fully give pal credit there, just a little but remember, by that point, the inflation damage has already been done. It's already hurt a lot of people, and that's not changing. Now, of course, the inflation enriched you and it enriched me, because we're the real estate investors, and inflation is always going to do that for us. What happened is that Trump is frustrated because he saw the European Central Bank just lower their rates. So that's why he wants to see that happen here too. Because of course, lower rates can help the economy, at least in the short term. So I wondered about what you think. So what I did is I asked you in our latest Instagram poll, the question I asked was simply, should Jerome Powell be retained or fired? I was a little surprised at the result. 38% of GRE Instagram poll respondents said pal should be retained, and 62% said fired. I didn't think as many as 62% would say fire Powell. My best guess is that it's because you want lower interest rates on mortgages, and my next best guess is that you want to fire Powell, not because you dislike him, but more because you want to abolish the Fed completely, which I guess means that Powell would be fired that way. Did you hear about what happened when Donald Trump called tech support? Yeah. He told them, my tariffs aren't working. Tech Support responded with, did you try turning them off and back on again.    Hey, coming up shortly is Florida real estate doomed. If you'd like to reach out to us here at the show, you can do so at get rich education.com/contact, that's whether you have a comment or a question or a concern or a content suggestion you can communicate either through voice or email on our contact page, there one thing that we don't need, respectfully, are booking agents for shows reaching out to us. You know, I used to say that we have 50 times as many guest requests to be on the show with me here as we do available spots, but now it is more than 50x and I'm really grateful to host a platform where I guess a lot of people want to join in and contribute here, but the reality is that we only have one show a week, and a lot of weeks like this one I don't have any guests at all on the Show. That page is monitored by my terrific executive assistant, Brenda, just like most everyone here at GRE She's an active real estate investor too, and again, comments, questions or concerns about the show, please contact us at the contact page and get rich education.com/contact. More. Next you're listening to get rich education.    You know what's crazy? Your bank is getting rich off of you. The average savings account pays less than 1% it's like laughable. Meanwhile, if your money isn't making at least 4% you're losing to inflation. That's why I started putting my own money into the FFI liquidity fund. It's super simple. Your cash can pull in up to 8% returns, and it compounds. It's not some high risk gamble like digital or AI stock trading. It's pretty low risk because they've got a 10 plus year track record of paying investors on time in full every time. I mean, I wouldn't be talking about it if I wasn't invested myself. You can invest as little as 25k and you keep earning until you decide you want your money back. No weird lockups or anything like that. So if you're like me and tired of your liquid funds just sitting there doing nothing. Check it out. Text family to 66866, to learn about freedom family investments, liquidity fund again. Text family to 66866    Hey, you can get your mortgage loans at the same place where I get mine, at Ridge lending group NMLS, 42056, they provided our listeners with more loans than any provider in the entire nation because they specialize in income properties. They help you build a long term plan for growing your real estate empire with leverage. You can start your pre qualification and chat with President Caeli Ridge personally. Start Now while it's on your mind at Ridge lendinggroup.com, that's ridgelendinggroup.com.   T. Harv Ecker  20:45   This is the millionaire minds. T. Harv Ecker, you're listening to the powerful Get rich education with Keith Weinhold. Don't quit your day dream.   Keith Weinhold  21:10   Welcome back to get rich Education. I'm your host. Keith Weinhold is Florida real estate doomed. Most anyone that pays attention has probably noticed that the Sunshine State has some areas, well, really, a number of them where property values have actually fallen. This is tied to the fact that there's an inventory over supply. There have been spiking insurance premiums tied to hurricanes. And what about the slowing population growth, and since the pandemic, Florida has had some of the fastest growing, highest appreciating markets in the entire nation. But today, in fact, there's a giant home builder there KB Homes that finds Florida's housing market. In their words, it's weak enough that they are cutting prices this spring. And KB Homes is ranked number 545 on the fortune 1000 so they're pretty sizable. And then an even larger home builder, Lennar, they basically said the same thing. The CEO of KB Homes said, quote, demand at the start of this spring selling season was more muted than what we have seen historically, despite a healthy level of traffic in our communities. So we took steps to reposition our communities to offer the most compelling value, and buyers responded favorably to those adjustments. End of the quote, yes, that is a genteel way of saying that we had to cut prices to get buyers like I mentioned to you, starting, gosh, probably a year ago or more, that other home builders have, instead of cutting prices, offered mortgage rate buy downs to buyers, be mindful though of how much your home builder is paying for those buy downs and how much you are at the closing table. Now, as we know, nationally, there's still a housing supply shortage, but KB, who does business in other states, says that Florida is the weakest, and that's due to over supply. Now let's forget about in migration for a second. Okay, that weakness is because a lot of communities are overbuilt to the point that the in migration rate cannot keep up with the over building. And of course, it's hard to generalize. Florida is a big, populous state of 23 million people. Southwest Florida has been hit the hardest that's pretty well documented. Punta Gorda, home values are down 9% year over year. Cape Coral down 7% let's go to the opposite end of the state, and Jacksonville, up in Northeast Florida that has about seven months of housing supply. It's actually pretty close to a balanced market between buyers and sellers, and then in the center of the state, Orlando, there's six months of supply that is a balanced market where there is normalcy in negotiation between buyers and sellers and a smattering of offers on one property And no one rushing and doing things like waving their inspection and then Miami Fort Lauderdale, you know, I really don't talk about them much on the show, because their prices are too high to work well as long term cash flowing rentals, both KB and Lennar say that they're keeping an eye on tariffs and that the changes to immigration have not changed their operations very much yet, because, remember, a lot of construction laborers are immigrants, and if they get deported, and then you need to hire native born US labor. Well, home prices go up, all right. Well, what about the Florida insure? Crisis. You know, over the past few years in Florida, a bunch of carriers have just withdrawn. They have pulled out of the state, farmers, insurance, bankers, insurance, Lexington insurance, all pulled out. Farmers told The New York Times that this business decision was necessary to effectively manage risk exposure. Similarly, AAA is another carrier, and they said that they're not going to renew some policies. They said the markets become challenging. 2022 catastrophic hurricane season that really contributed to an unprecedented rise in reinsurance rates, and that made it more costly for insurance companies to operate there at all. And prior to that, the market was already strained and had increased claims costs due to inflation and excessive litigation. That's what triple A said. All right, so where does this leave homeowners? Well, some are already relying on state and federal insurance programs, like the National Flood Insurance Program. There's a state carrier called citizens now, flood insurance is not required outside of a special hazard flood area, but that doesn't mean that a home is going to escape flooding if a hurricane passes through, but having insurance it does help along and accelerate the recovery process. Florida has some of the best Building Code adoption and enforcement in the country, and that fact alone has saved 1000s of homes and billions of dollars. But modern building codes are not necessarily applied retroactively to older homes. So it's those homes and properties that really have more exposure to hurricanes, those older properties, and a lot of Floridians are just skipping insurance coverage altogether so that they don't have to pay the premiums. They don't have any coverage. If you don't have a lien holder, you can do that. You can skip it, right? Well, like, How bad is it? Exactly? Just, how much have Florida insurance premiums been jacked up at this point. They've increased 60% on average between 2019, and 2023, and while homeowners and investors are primarily bearing that rising cost burden, I mean, insurers are feeling that squeeze as well. It's not just that the incidence of hurricane events is up, but premiums rise, of course, when the cost of labor in materials that it takes to replace and rebuild a damaged home have gone up as well things like concrete and structural steel and now, of course, as real estate investors, we can eventually pass on the cost of our higher insurance premiums to the tenant in the form of a rent increase, But when it goes up 60% in just four years. It's really hard to keep up with that. Florida's infrastructure is under some strain, too, and I see this when I drive the Tampa area. Every few years, I see more and more traffic. It takes me longer to get places like it takes me two or three cycles to go through a traffic light, where it only took me one cycle a few years ago. So roads and schools and utilities are under some duress to keep up with the population growth over the past decade, statewide commute times are up 11% you know, really that shouldn't be a surprise. I mean, that is common in any high growth area. Now, when it comes to insurance rate increases, there is a good chance that the worst is now over. Yes, Florida, insurance rate increases have been slowing down. The average rate increases have dropped quite a bit from 21% back in 2023 to a projected just two tenths of 1% for 2025 okay. I mean, that's basically no change expected for this year. Citizens, property insurance, that state option that I mentioned earlier, their rates are also shrinking, with some policyholders experiencing rate decreases of 5% or more. Now, I told you on a previous show that if you're looking to add rental property in Florida, go with new build properties for low insurance rates. But now I actually got a hold of some real policies between some of my properties and some of my friends properties. I've got them right in front of me here on a 1970s build single family home. I mean, the premiums can be high. We're basically paying 1% or more of the property's value in insurance premiums each year. So a 250k A valued single family rental that was built 50 years ago has a premium of $3,000 in some cases. I mean, that's a lot, but a close friend of mine recently went to GRE marketplace, got connected with one of our Florida providers. There, he bought a new construction duplex for I forget it was either 400k or 420k it's in Ocala, Florida, which is the central part of the state, and his 12 month insurance premium is $694. Wow. What a low premium for a duplex. That's why you go new build in Florida. Newer properties were built to today's construction and wind mitigation codes, and they have low insurance rates. And his duplex also appraised for 10k more than the purchase price. He has both sides already rented. And in fact, he closes on the property today, and yeah, I recommended that he go to GRE marketplace and get into Florida property, because that is indeed what he was interested in, and I sure wasn't going to stop him. So suffice to say, I clearly do not believe that Florida real estate is doomed. Florida has long been the antidote to high tax, high cost states, it has attracted snowbirds and retirees and hourly workers and increasingly younger professionals unable to crack housing markets elsewhere. Since the pandemic, millions of people have flocked to the state. I mean, when you look at a list of the fastest growing metro areas of the United States. I mean, Florida domination continues. You've still got big ones up there, like Lakeland of Florida is actually at the top of the population growth leaderboard nationally for metros with 500,000 or more people, Port St Lucie is also up there. It's third nationally, and Orlando is fourth. Three of the top four population growth metros are still in Florida, but this promise of sunshine and opportunity that has been replaced by something just a little less Sunny. I mean, you've got the rising home prices like Florida's not that cheap anymore, this diminishing affordability and this growing pressure on infrastructure, but Florida has definitely not completely lost its shine. People across the country are still moving to Florida, but not at the same rate that they did a few years ago, and the state is still seeing more people arrive then depart, besides the weather and the beaches that people love, of course, there's zero state income tax, and Governor Ron DeSantis has even proposed eliminating the property tax, like I mentioned to you on the show a while ago, although we can't count on eliminating the property tax anytime soon, if it ever happens. But wow, what a real estate boom that property tax elimination would create. So for the long term, which is what real estate investing is, I still like Florida. One thing that I don't like is trying to catch a falling knife, and that is analogous to say, investing in an area that is going down and has no future. Florida's got a future. It's got some challenges, just like anywhere in the US, but the reason it has a future is because more population growth is almost a guarantee. You don't get many guarantees in investing. Just look at the decennial census figures. Okay, this is the population of Florida every 10 years, starting in the year 1900 that's when they had 528,000 people, yeah, only about a half million people in the entire state, and I'll do some rounding here every 10 years after that. So in 1910 it was up to 750,000 people, then a million, 1,000,005 1,000,009 now we're up to 1950 where it grew to 2.8 million people, and then 5,000,006 point 8,000,009.7, 1316, 18.8 and then 21 and a half million in 2020, and it's 23 and a half million today. Now I only went as far back as 1900 there, but their census data goes back to at least 1830 and the growth has always been torrid, just uninterrupted. Every 10 years. There has been substantial to massive growth for at least 200 years, and Florida has still. Grown more than 2% per year each of the past couple years. In fact, it is still first place of all 50 states for population growth. So areas that are over supplied with housing in Florida are going to be absorbed. So Florida real estate is definitely not doomed. And in fact, adding more Florida real estate at this time, you know, that could very well be the type of thing where 10 years from now, or even five years from now, when their population is substantially bigger and there's less housing available. I mean, it could potentially look like a wise buy that you're able to get property at this time with less competition and maybe even a small discount here in the mid 2020s, and today, you can find three Florida markets listed at GRE marketplace. What else is happening at GRE marketplace? We've added two new markets, and they are also in the South. They are Jackson, Mississippi and Montgomery, Alabama. Yes, these areas are investor advantaged, and they have prices lower than most Florida markets. Though, I don't know that you'll see the net migration inflows into Jackson and Montgomery that you will in a lot of Florida markets. Jackson has a metro population of 600,000 and Montgomery 400,000 they both have really low property taxes. And there's something else that these two new GRE marketplace cities have in common. Any guess both Jackson and Montgomery are state capitals, yes, so they do have a base of government jobs. So check out gremarketplace.com read more about those cities. And of course, we even connect you with free investment coaching there to help you get matched up with some good property. Thanks for listening. Until next week, I'm your host. Keith Weinhold, don't quit your Daydream.   Speaker 2  37:10    Nothing on this show should be considered specific, personal or professional advice. Please consult an appropriate tax, legal, real estate, financial or business professional for individualized advice. Opinions of guests are their own. Information is not guaranteed. All investment strategies have the potential for profit or loss. The host is operating on behalf of get rich Education LLC exclusively.   Keith Weinhold  37:34   You know, whenever you want the best written real estate and finance info, oh, geez, today's experience limits your free articles access and it's got paywalls and pop ups and push notifications and cookies disclaimers, it's not so great. So then it's vital to place nice, clean, free content into your hands that adds no hype value to your life. That's why this is the golden age of quality newsletters. And I write every word of ours myself. It's got a dash of humor, and it's to the point because even the word abbreviation is too long, my letter usually takes less than three minutes to read, and when you start the letter. You also get my one hour fast real estate video. Course, it's all completely free. It's called the Don't quit your Daydream letter. It wires your mind for wealth, and it couldn't be easier for you to get it right now. Just text GRE to 66866, while it's on your mind, take a moment to do it right now. Text, GRE to 66866.   The preceding program was brought to you by your home for wealth, building, getricheducation.com.   

In this week's compelling episode, Karl Eggerss guides listeners through the turbulent currents of the financial world, offering clarity. He begins by unraveling the significance of a recent "death cross," a grim technical indicator, and its implications. The focus then shifts to the Federal Reserve, an institution under intense scrutiny, especially by President Trump. The President believes Chairman Powell is doing a poor job, and there's even been chatter of Trump removing him from his position. Karl rounds out the episode by tackling the vital distinction between hard data and soft data, highlighting the unprecedented divergence between the two. But, why? Tune in for an episode rich with insights. Topics: Death Cross China negotiating power Fed Chair Powell Hard Data vs. Soft Data  

In this episode, Scott Becker discusses the ongoing clash between Fed Chair Jerome Powell and President Trump, highlighting Powell's steady leadership amidst political pressure and economic chaos.

In this episode, Scott Becker discusses the ongoing clash between Fed Chair Jerome Powell and President Trump, highlighting Powell's steady leadership amidst political pressure and economic chaos.

Nations have different types of power. One is economic. Another is influence or soft power that comes from goodwill. We attract the best and brightest from around the world to go to our schools. We draw in capital because our markets are the best and most liquid. But as Chairman Powell said today in Chicago, the impact of the current economic policy could put all that at risk. On this week's episode, Tom and Dylan discuss the continued fallout from tariffs and retribution.

//The Wire//2300Z April 4, 2025////ROUTINE////BLUF: YEMENI HOUTHIS DOWN TWO AMERICAN DRONES, CONTRIBUTING TO CONTINUED HIGH TENSIONS. ECONOMIC INSTABILITY REMAINS FOLLOWING TARIFFS ANNOUNCEMENT.// -----BEGIN TEARLINE------International Events-United Kingdom: A 16-year-old boy was murdered after being stabbed in the neck in Huddersfield. So far, multiple attackers have been arrested in conjunction with the murder, however authorities have not identified the assailants.Red Sea/HOA: The situation involving American targeting of the Houthis in Yemen has deteriorated following the shootdown of two American drones within the past few days. Two MQ-9 Reaper drones were shot down by the Houthis, one in Hudaydah, the other over Ma'rib.Middle East: This afternoon the UK Maritime Trade Operations (UKMTO) center issued a maritime advisory warning of increased GPS jamming being detected in the Strait of Hormuz.AC: This is a classic tactic used by Iranian forces routinely, either for the hijacking of vessels, or for more wartime preparations. While it is possible that the jamming is the result of American warships using electronic countermeasures to defend against missiles, in this case this could be related to the recent uptick in Iranian forces stopping oil tankers allegedly engaging in the smuggling of petroleum products. Iranian authorities seized two vessels attempting to illegally export diesel fuel from Iran a few days ago for these reasons. However, considering that the overall security situation in the region remains tenuous, GPS jamming could be a sign of increasing defenses against a potential conflict.-HomeFront-Washington D.C. - Various economic fallout continues as all sides of the issue interpret the recent tariff announcements in the context of economic stability. Most financial markets have remained volatile as fast-moving economic developments have come to light. This morning President Trump urged the FED to cut rates, but as of this afternoon Chairman Powell seems to indicate he's not interested in such, leading to more uncertainty.-----END TEARLINE-----Analyst Comments: Generally speaking, there are multiple viewpoints on whether the recent economic changes in the US are good or bad. Some state that the tariffs (and subsequent economic shake-up with regards to American domestic production) are a necessary hardship that will be tough at first, but will get better as more domestic production returns to the United States. Others think that while this is a noble goal, this may not be possible in some industries as companies will simply keep production overseas, and pass the costs of tariffs on to consumers, since most major companies in the modern world are monopolies. Others still don't like taxes in any form whatsoever, which is an argument that often mistakenly conflates taxing a domestic population with taxing an overseas adversary. Some people say "fair is fair", and that taxing other nations the same as they tax us is long overdue. Others agree with this idea, but point out that in the international arena, returning to a concept of fairness won't rule out hardship since most American companies outsourced everything to the third world years ago, and it will take a lot of work (and be quite costly) to start building things in America again. Even more people will point out the national security concerns of having the overwhelming majority of critical wartime supplies (such as almost all medications) being made overseas with cheap labor...an American-made Tylenol pill costing a few dollars per pill may be preferable to not having that pill at all in the event of a war.Which perspective is correct is already being hotly debated, and the situation isn't necessarily possible to categorize as "good" or "bad". However, virtually no one is stating that economic tribulation won't be the result; the general con

03-23-2025 Jay May Be a Goner or "Stay a Little Longer" -----------------------So calm and so cool, markets try to beBut it don't bother trends.The Fed reduced its selling of Treasuries. Consequently, it can provide more liquidity for investors moving from Stocks to short-term Treasuries. Chairman Powell also confirmed his desire to reduce the MBS portfolio to zero.When contrived markets, become free again, it's wild initially. Despite rising inflation risks, markets are relieved that the FOMC still anticipates two rate cuts this year. Stable and cheap Oil and a looser Fed support lower rates.One last kiss, and then Jay's a goner, and Bonds wishing you could Stay A Little Longer.These views are mine. Catch a goner at TMSpotlight.com.----------------------Song: Stay A Little Longer (2015) Brothers Osborne

This week on Financial Revelations: David talks about the chaos and what it means in the market and answers a listener question. What David means by "The Chaos" Wild market swings Tariff talks Attacks on the Houthi terrorists DOGE fallout Immigration crackdown Fed not playing ball Davids predicts that tariff talks will be mainly over June and the Fed will cut rates. He feels there will be strong second half and the markets will respond positively. Listener question: How do I decide to take an investment out of my portfolio? As always you can listen to David on WCRF Cleveland 103.3 every Thursday from 8AM - 9AM or on the Moody Radio App. Email any financial questions to Kory@epsf.com Twitter(X) @skibucks1 For more information on the Amazon well drill, please visit: https://nativosusa.org https://www.gofundme.com        Search: David Szafranski

The Money Wise guys open this week's episode with a look at last week's market performance, which saw a modest rebound. The Dow climbed 497 points (1.2%), the S&P 500 added 29 points (0.5%), and the NASDAQ rose 30 points (0.2%). Despite the uptick, year-to-date numbers remain in the red: the Dow is down 1.3%, the S&P 500 is down 3.6%, and the NASDAQ is down 7.9%. The discussion focuses on Friday's "triple witching" volatility, which brought significant buying volume—92% above the daily average—and helped markets finish the week strong. While the rally was welcomed, the guys caution that continued volatility is likely, especially as we enter earnings season and companies may take advantage of lower stock prices to release less-than-stellar news. A major theme of the episode was the Federal Reserve's latest meeting, which the Money Wise guys note they barely mentioned in the prior week—a sign, they joke, that “Dad would be proud.” The Fed struck a more dovish tone, with Chairman Powell signaling concerns about economic growth and reducing the Fed's monthly balance sheet runoff from $25 billion to $5 billion. While Powell wasn't fully convinced that upcoming reciprocal tariffs would fuel long-term inflation, the Fed's updated stance and talk of possible rate cuts (now estimated at two in 2025) helped lift market sentiment midweek. However, volatility persisted, and the team emphasizes that the market's reaction was less about surprises and more about the Fed giving investors what they wanted: signs of a willingness to support the economy without appearing overly reactive. Triple Witching Volatility Friday's triple witching—a quarterly event when stock options, index options, and futures contracts expire simultaneously—brought a surge in buying volume, with activity spiking 92% above the daily average. While some of the movement may have been driven by technical factors and short-term positioning, the team notes that it contributed to a strong close that helped markets notch modest weekly gains. This kind of volatility, they emphasize, is exactly what they've been preparing listeners for all year: unpredictable swings driven more by market mechanics and sentiment than fundamentals. In the second hour, the Money Wise guys explore RIA vs. Broker. You don't want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.

Chairman Powell gave a much anticipated press conference this week. Did you know that most developed countries had central banks before we did? If so, then how did our financial system function? And did you know, that for much of our history, we've hated big banks (some still do)? If that's the case, then how was the Fed created? This is a story that takes us from the Founding of our Republic to 1913, the year in which the Fed was created through secrecy and via subterfuge.

Wheat U.S. winter wheat crop has endured challenges Will April rains be welcomed? Weather La Niña expected to fade in the coming weeks U.S. Midwest dealing with more drought and dryness headed into spring planting season Economy Fed holds rates steady but eases via treasury holdings FOMC lowers 2025 growth forecast and raises inflation forecast With two opposite battles to find, will Chairman Powell likely choose slowing growth as the most eminent problem? Join us next Wednesday, March 26 for our Seasonal Market Outlook webinar! Look out for your invite or sign up now on mckeany-flavell.com McKeany-Flavell's 2025 Spring Market Seminar: Industry Trends & Consumption Live online event! Free for all clients! Wednesday, April 23, 2025 Visit mckeany-flavell.com to register today! Host: Michael Caughlan, President & CEO Expert: Eric Thornton, Senior Commodity Advisor Expert: Shawn Bingham, Director of Commodity Risk Management

March 20, 2025 ~ The Federal Reserve has adjusted its economic forecasts, indicating weaker growth and inflation expectations. Dr. Timothy Nash, director of the McNair Center for the Advancement of Free Enterprise and Entrepreneurship, talks with Guy and Lloyd about Chairman Powell's suggesting the rate of growth of the economy, the potential adoption of President Trump's economic policies, and so much more.

The US Federal Reserve has kept interest rates steady at 4.25%-4.5%, while downgrading the growth forecast to 1.7% and increasing inflation expectations to 2.8%. Chairman Powell's comments sparked a positive market reaction, with the Treasury curve steepening and equities rising on hopes of future rate cuts. Meanwhile, Turkey's lira plummeted over 10% after the detention of Istanbul's mayor. The EU may exclude the US, the UK, and Turkey from its EUR 150bn defence spending fund if they do not sign security agreements. Today, the Swiss National Bank and Bank of England will announce their interest rate decisions. Carsten Menke, Head of Next Generation Research, notes that growth concerns are luring safe-haven seekers back into gold. Nicolas Jordan, CIO Office, says that US equities are no longer the only game in town after two years of unmatched outperformance.00:00 Introduction by Helen Freer (Investment Writing)00:34 Markets wrap-up by Mike Rauber (Investment Writing)06:51 Gold: Carsten Menke (Head of Next Generation Research)10:49 Update from the CIO Office: Nicolas Jordan (CIO Strategy & Investment Analysis)15:04 Closing remarks by Helen Freer (Investment Writing)Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

Scott Becker discusses the latest Fed meeting, where Chairman Powell signaled persistent inflation, slower growth, and higher unemployment.

Scott Becker discusses the latest Fed meeting, where Chairman Powell signaled persistent inflation, slower growth, and higher unemployment.

With the flood of executive orders and the DOGE moving fast, how do we invest in this uphevel? Today David covers topics like: Chair Powell, Burisma, USAID, Zalinksy bashing, defence cuts, and Trump naming himself the MET chairman. LIstener Question: What does the Trump administration have to do to get inflation down? Cut energy prices Lower taxes Cut government spending Cut regulations without giving us dirty air/water Expand the markets As always you can listen to David on WCRF Cleveland 103.3 every Thursday from 8AM - 9AM or on the Moody Radio App. Email any financial questions to Kory@epsf.com Twitter(X) @skibucks1 For more information on the Amazon well drill, please visit:  https://nativosusa.org https://www.gofundme.com                      Search: David Szafranski

This morning, as anticipated, the Fed left interest rates unchanged.  However, the market has become more focused on what Chairman Powell had to say at the news conference following the interest rate decision.  This afternoon on the Jon Sanchez Show at 3pm, we'll share with you his remarks regarding the economy, the Trump administration, inflation and future rate cuts.

GOOD EVENING: The show begins in the markets, excited by POTUS and waiting for Chairman Powell... 1870 Manhattan CBS EYE ON THE WORLD WITH JOHN BATCHELOR FIRST HOUR 9-9:15 MARKETS: Fed pause. Liz Peek, The Hill, Fox News and Fox Business 9:15-9:30 MARKETS: POTUS momentum. Liz Peek, The Hill, Fox News and Fox Business 9:30-9:45 GAZA: POTUS recommends resettlement of Gazans 9:45-10:00 LEBANON: The LAF collaborates with Hezbollah. Jonathan Schanzer, FDD SECOND HOUR 10-10:15 Ukraine: Deploying the Army on the Mexican border. Colonel Jeff McCausland, USA (retired) @mccauslj @CBSNews @dickinsoncol 10:15-10:30 Ukraine: IRON DOME and POTUS. Colonel Jeff McCausland, USA (retired) @mccauslj @CBSNews @dickinsoncol 10:30-10:45 LondonCalling: POTUS gives license to the EU to discard Global Tax and Net-Zero. @JosephSternberg @WSJOpinion 10:45-11:00 LondonCalling: POTUS asks how much for Greenland? @JosephSternberg @WSJOpinion THIRD HOUR 11:00-11:15 AI: End of AI supremacy. John Cochrane, Hoover 11:15-11:30 HOUSING: Government made housing prices. John Cochrane, Hoover 11:30-11:45 BERLIN: CDU entertains a coalition with AFD. Judy Dempsey, Senior Scholar, Carnegie Endowment for International Peace in Berlin 11:45-12:00 BERLIN: Trump and Germany. Judy Dempsey, Senior Scholar, Carnegie Endowment for International Peace in Berlin FOURTH HOUR 12-12:15 JAPAN: Watching the PRC from Tokyo Bay. Gregory Copley, Defense & Foreign Affairs 12:15-12:30 AFRICA: ECOWAS crumbles; Rwanda attacks; Africa Alone. Gregory Copley, Defense & Foreign Affairs 12:30-12:45 Panama and Greenland: Defense of the Americas. Gregory Copley, Defense & Foreign Affairs 12:45-1:00 am KING CHARLES REPORT: The King to Auschwitz. Gregory Copley, Defense & Foreign Affairs

We made it! What an eventful 2024.  A great year in the market, Palantir Tech a great stock to have owned.  Crypto started at 18k and topped out last week at 106k! But is it a risk asset? Interest rates started high and now close to pre 2020 levels. Two assassination attempts on a presidential candidate. The 2024 election and a sitting president not running for re-election. A change in the economic ethos. The summer Olympics; USA dominates! The Chevron deference; curtailing power of federal agencies. Looking for a strong market in 2025; cost cutting should help, lowering energy prices, 10 year treasury rising.  As always you can listen to David on WCRF Cleveland 103.3 every Thursday from 8AM - 9AM or on the Moody Radio App. Email any financial questions to Kory@epsf.com Twitter(X) @skibucks1  For more information on the Amazon well drill, please visit: https://nativosusa.org https://www.gofundme.com                       Search: David Szafranski

This is also why Chairman Powell was forced to reduce interest rates. Had the Fed chosen to continue raising rates, as Wall Street expected, it is likely that several major Banks and other Depository Institutions would have closed.

This is also why Chairman Powell was forced to reduce interest rates. Had the Fed chosen to continue raising rates, as Wall Street expected, it is likely that several major Banks and other Depository Institutions would have closed.

This is also why Chairman Powell was forced to reduce interest rates. Had the Fed chosen to continue raising rates, as Wall Street expected, it is likely that several major Banks and other Depository Institutions would have closed.

This is also why Chairman Powell was forced to reduce interest rates. Had the Fed chosen to continue raising rates, as Wall Street expected, it is likely that several major Banks and other Depository Institutions would have closed.

Today we were thrilled to visit with Dr. Steven Koonin, Senior Fellow at Stanford University's Hoover Institution, for the final COBT episode of 2024. Dr. Koonin joined the Hoover Institution this year following 12 years at NYU, serving as a professor in the Schools of Business, Engineering, and Physics. Before his tenure at NYU, Dr. Koonin served as the Under Secretary for Science at the U.S. Department of Energy in the Obama Administration. Our discussion was particularly timely as Dr. Koonin recently authored an Op-Ed in the Wall Street Journal entitled “The Right Way for Trump to Ditch the Paris Agreement” (linked here). Dr. Koonin is also the author of “Unsettled: What Climate Science Tells Us, What It Doesn't, And Why It Matters.” Today marks Dr. Koonin's third appearance on COBT (previous episodes include April 20, 2022 linked here and May 17, 2021 linked here). It was fantastic to hear Dr. Koonin's perspective on energy, climate, and the future as we close out 2024 and look ahead to 2025. As you will hear, he has lots of great thoughts about a broad range of things! In our conversation, we explore the need for a global course correction in energy and climate policy, the opportunities and challenges of having more business-minded individuals in government, the disconnect between the scientific community and public policy, and the importance of transparency and effective communication by government leaders to explain energy and climate policy issues more clearly to the public. We discuss key points from Dr. Koonin's Op-Ed, including his proposed actions for the Trump Administration if they were to withdraw the US from the Paris Agreement, the implications of Europe's energy strategies and their lasting consequences, and Dr. Koonin's suggestions to restructure the Loan Programs Office to prioritize research and development of scalable, economically viable technologies. Dr. Koonin shares his observations on fusion energy as a potentially transformative energy source and the opportunities and challenges involved, talks about intriguing advances in energy storage, and touches on other technological innovations including underground coal gasification with carbon sequestration. We also cover the US's role in setting an example for energy policy and improving global energy access, Dr. Koonin's outlook for 2025, and more. It was a wide-ranging and insightful discussion. Thank you Dr. Koonin for joining! Mike Bradley kicked off the show by highlighting the performance of a handful of commodity and equity prices since Dr. Koonin last appeared on COBT (4/19/22). The 10-year bond yield (~4.4%) surged last week, sending it back to previous Trump post-election highs. It's consensus that the FED will cut interest rates by a quarter point at Wednesday's FOMC Rate Decision meeting, but what's not consensus and what bonds are trying to handicap, is the path forward for interest rates in 2025. On the broader equity market front, markets took a bit of a breather last week and are mixed/modestly lower this week given that investors are laser-focused on the FOMC Meeting, especially Chairman Powell's Post Conference dialogue on future interest rate policy. On the crude oil market front, WTI rallied ~$4/bbl (to ~$71/bbl) last week but continues to trade in a very tight trading band (~$68-$71/bbl) given that fundamentals still seem to point to a 2025 global supply surplus. On the gas market front, although the news came out after our COBT recording, the DOE's long-waited “Updated Final Analyses on LNG Exports” was released. The analysis stopp

There are 12 days until the Presidential Election and if you are not already, please register to vote! Today on Financial Revelations, David talks about Presidential Nominee and Vice President Kamala Harris' Town Hall and how she said Trump wants to be Hitler.  Interest rates are up, the 10 year is at 4.20%;  up from the 3.50 when CHAIR POWELL cut rates. The Fed meeting on November 6th is more important than the rate cut.  Call of the Day: Avoid Starbucks As always you can listen to David on WCRF Cleveland 103.3 every Thursday from 8AM - 9AM or on the Moody Radio App. Email any financial questions to Kory@epsf.com Twitter @skibucks1 For more information on the Amazon well drill, please visit: https://nativosusa.org https://www.gofundme.com                       Search: David Szafranski

Episode Notes:Title: Market Imbalances, Grocery Retail Boom & The Fed's Next MoveHosts: Bryn Feller and Isaiah HarfEpisode Overview: In this episode of Net Takeaways, Bryn and Isaiah cover major trends in the commercial real estate market, focusing on key shifts in supply and demand imbalances, the grocery retail segment, and the Federal Reserve's influence on market movements. Here are the main takeaways:1. Market Supply-Demand ImbalanceThe hosts analyze the growing inventory in the net lease retail market, which has surged from $9 billion in 2022 to over $24 billion in 2024.The imbalance between available inventory and actual sales is stark, with projected full-year sales for 2024 at just over $10 billion, representing only 40% of the available inventory.Bryn and Isaiah discuss how cap rates need to rise further to help clear inventory and create stability in the marketplace.2. Grocery Retail: The Hottest SegmentGrocery-anchored retail is the current "hot" segment in commercial real estate, drawing interest from institutional investors, family offices, and private investors.The trio of grocery real estate categories—single-tenant, multi-tenant, and shadow-anchored centers—perform differently, with all segments remaining strong despite inflation concerns.The hosts attribute the strength of the grocery sector to its essential nature in driving foot traffic and supporting service-based retail, which has helped brick-and-mortar retail stay relevant.3. Shrinking 1031 Exchange Participation1031 exchanges, which previously accounted for 60-65% of the net lease market, are now down to around 15-20%.The hosts explore how the market is adapting to fewer tax-motivated investors and the emergence of yield-motivated buyers. They predict that 2025 will be a banner year for opportunistic investors, with substantial profits likely in both retail and office sectors.4. Federal Reserve, 10-Year Treasury & Geopolitical RisksBryn and Isaiah discuss how the market has pre-empted the Federal Reserve's actions, with the 10-year treasury yield reacting more to economic forecasts than to the Fed's moves.They anticipate oil prices could rise further due to geopolitical tension in the Middle East, potentially leading to inflation spikes that could delay rate cuts.5. Lighthearted Banter:The episode concludes with a humorous segment about Hurricane Milton, the hosts' personal routines, and a reference to BJ's late grandfather. Despite the seriousness of the storm's impact, the conversation provides a fun and humanizing moment.Key Quotes:"The real 800-pound gorilla isn't Chairman Powell, it's inventory levels. Cap rates have to rise if we want to clear this stock.""Grocery-anchored retail is the hottest thing out there right now. It's the industrial of three years ago.""2025 will be the year we look back and say people made a killing by buying in this market."Actionable Takeaways:Investors should keep a close eye on cap rate movements as the market seeks balance.Grocery-anchored retail remains a safe bet for long-term growth and stability.While the future of 1031 exchanges remains uncertain, yield-based investment opportunities abound.Be mindful of the impact that global events, particularly oil prices, may have on inflation and the Fed's next moves.Next Episode Preview: In the next episode, BJ and Isaiah will dive into new trends in logistics real estate and discuss whether the industrial sector will continue its upward trajectory or face new headwinds.Closing Remarks: Like, share, and subscribe to Net Takeaways with Feller & Harf on your favorite podcast platform. Stay tuned for more insights into commercial real estate and market dynamics.

9.23.24 "A Day In The Life" Of Powell-------------------Locks up, fallout is dead. Drag new locks across the hedge. The Fed's 50 bps rate cut signals concerns about the labor market. However, Chairman Powell downplayed the likelihood of further outsized rate cuts. Mortgage rates rose in response.The era of short-term rates being higher than long-term rates is ending. So, disinversion is flourishing. Plus, risk-on trades are roaring back. As a result, look for mortgage rates to wobble between 6.50 and 6.10 while waiting for inflation to fall further.Jay loves to turn risk on.---------------Song: A Day In The Life (1967) The Beatleshttps://www.youtube.com/watch?v=usNsCeOV4GM---------------

Today's Post - https://bahnsen.co/476p1Rs Market Insights: August Market Dynamics & Key Economic Indicators In this episode of 'Monday Dividend Cafe,' David reviews the market activity for the final Monday in August, highlighting significant trends observed over the summer. Key points include the Dow closing at an all-time high, a notable disparity in performance between energy and technology sectors, and significant market breadth on Friday. The script also touches on sentiment indicators, the 10-year bond yield, and the weakening U.S. dollar. Additionally, key policy updates are discussed, featuring the FTC's legal challenges and labor market dynamics. Economic indicators, such as durable goods orders and home sales data, are analyzed, alongside Chairman Powell's announcement on rate cuts. David wraps up with an invitation to check out Friday's Dividend Cafe for additional insights. 00:00 Introduction and Market Overview 02:10 Tech Sector Struggles and Market Sentiment 05:35 Policy and Regulatory Updates 06:29 Economic Indicators and Housing Market 08:31 Federal Reserve and Energy Market Insights 09:27 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Discover why Chairman Powell signaled a change in policy. Are you investing well for financial freedom...or not? Financial freedom is a combination of money, compounding and time (my McT Formula). How well you invest, makes a huge difference to your financial future and lifestyle. If you only knew where to invest for the long-term, what a difference it would make, because the difference between investing $100k and earning 5 percent or 10 percent on your money over 30 years, is the difference between it growing to $432,194 or $1,744,940, an increase of over $1.3 million dollars. Your compounding rate, and how well you invest, matters!  INTERESTED IN THE BE WEALTHY & SMART VIP EXPERIENCE? -Asset allocation model with ticker symbols and % to invest -Monthly VIP investing webinars with Linda -Private VIP Facebook group with daily insights -Weekly VIP stock market commentary email -Lifetime access with no additional cost -US and foreign investors, no minimum $ amount to invest For a limited time, enjoy a 50% savings on my private investing group, the Be Wealthy & Smart VIP Experience. Pay once and enjoy lifetime access without any additional cost. Enter "SAVE50" to save 50% here: http://tinyurl.com/InvestingVIP Or have a complimentary conversation to answer your questions. Request a free appointment to talk with Linda here: https://tinyurl.com/TalkWithLinda (yes, you talk to Linda!). WANT TO INVEST IN STOCKS PRE-IPO? #Ad Linqto has streamlined their onboarding process. It takes a few minutes and gives all investors instant access to the platform. Sign up to receive a $500 credit toward your investment from Linqto, here: https://tinyurl.com/LindaLinqto WANT HELP AVOIDING IRS AUDITS? #Ad Stop worrying about IRS audits and get advance warning at Crypto Tax Audit, here. PLEASE REVIEW THE PODCAST ON ITUNES If you enjoyed this episode, please subscribe and leave a review. I love hearing from you! I so appreciate it! SUBSCRIBE TO BE WEALTHY & SMART Click Here to Subscribe Via iTunes Click Here to Subscribe Via Stitcher on an Android Device Click Here to Subscribe Via RSS Feed   PLEASE LEAVE A BOOK REVIEW FOR THE CRYPTO INVESTING BOOK Get my book, "3 Steps to Quantum Wealth: The Wealth Heiress' Guide to Financial Freedom by Investing in Cryptocurrencies". After you purchase the book, go here for your Crypto Book bonus: https://lindapjones.com/bookbonus PLEASE LEAVE A BOOK REVIEW FOR WEALTH BOOK Leave a book review on Amazon here. Get my book, “You're Already a Wealth Heiress, Now Think and Act Like One: 6 Practical Steps to Make It a Reality Now!” Men love it too! After all, you are Wealth Heirs. :) Available for purchase on Amazon. International buyers (if you live outside of the US) get my book here. WANT MORE FROM LINDA? Check out her programs. Join her on Instagram. WEALTH LIBRARY OF PODCASTS Listen to the full wealth library of podcasts from the beginning. Use the search bar in the upper right corner of the page to search topics. SPECIAL DEALS #Ad Protect yourself online with a Virtual Private Network (VPN). Get 3 MONTHS FREE when you sign up for a NORD VPN plan here.  #Ad To safely and securely store crypto, I recommend using a Tangem wallet. Get a 10% discount when you purchase here. #Ad If you are looking to simplify your crypto tax reporting, use Koinly. It is highly recommended and so easy for tax reporting. You can save $20, click here. Be Wealthy & Smart,™ is a personal finance show with self-made millionaire Linda P. Jones, America's Wealth Mentor.™ Learn simple steps that make a big difference to your financial freedom.  (Some links are affiliate links. There is no additional cost to you.)

Jim Bianco joins CNBC to discuss Chairman Powell's Speech and the U.S. Economy with Sara Eisen and Carl Quintanilla.

Today we had the pleasure of hosting Samantha Dart, Head of Global Natural Gas Research at Goldman Sachs. Samantha first joined Goldman Sachs in 2006 as an energy strategist and returned to the firm in 2018. Between her tenures at Goldman Sachs, she served as Global Head of Gas and Power Research at Noble Group and as Head of Gas & Power Research at Mercuria Energy America. Samantha specializes in global natural gas fundamentals research and marketing and holds a PhD in Economics from the University of Chicago. We were thrilled to hear Samantha's unique insights on the latest developments in the US and European natural gas and LNG markets. In our conversation, Samantha shares her perspective on how she sees global gas markets evolving, the potential risks and opportunities for US natural gas producers given the expected increase in global LNG capacity, and an expected significant LNG capacity jump beginning in 2026. We explore the future price of US natural gas in 2030, how power demand from LNG expansion, data centers, and other needs will grow demand, how production growth might change locations and of course influence prices, as well as what risks she sees to an otherwise relatively stable $4 to $5 mmbtu long-term outlook. We discuss the potential price impacts of increased production and capacity, how bottlenecks could drive prices up, the role that Asia and Europe will play in absorbing the increased LNG supply, and current and near-term dynamics in the global gas market including Europe's role in gas demand and the intricacies surrounding Russian gas. Samantha emphasizes the importance of sustained low prices to make gas a stronger part of global infrastructure growth, European industrial demand and the interaction between gas and coal prices, the future of the LNG market, and global acceptance and use of natural gas. We had a hard time ending the discussion and wrapped by asking Samantha for her views on natural gas in the mid-2030s. It was great fun to discuss the global gas world with a fellow gas enthusiast. Thanks to Samantha for joining! Mike Bradley kicked off today's discussion by highlighting that this will be an important economic reporting week with both the FOMC Meeting Minutes and the Payroll Revisions (~300-400k downward revisions expected) reports being released on Wednesday. He also noted that the Jackson Hole Economic Symposium will be held on Friday and will be watched closely to see whether Chairman Powell continues with a dovish tone and signals whether a September interest rate cut is still likely. On the crude oil front, WTI price this week has traded down to ~$74/bbl due to lessening concern with an Iranian/Israeli “war premium” and rising concern with Chinese 2H'24 oil growth estimates being revised lower. On the natural gas front, he flagged a handful of key stats, including U.S. & European spot gas prices, U.S. & European gas storage surpluses, and Lower-48 gas production that continues to be stuck in the 101-102bcfd range. He noted ~2bcfd of gas production curtailment announcements from E&P's Q2 calls but clarified that these gas curtailments aren't completely evident yet due to continued efficiencies and could become more evident in coming months. Todd Scruggs shared his thoughts on a recent McKinsey report (linked here) that showed the significant scale of net-zero targets (including a scenario that envisions deploying one billion EVs and 35 terawatts of low-emission power generation by 2050), reinforcing that natural gas will remain a critical bridge fuel for a long time ahead. Thanks again to Samantha for sharing her time and perspectives with us today. She was fabulous. And as usual, thanks much to you all!

Today's Post - https://bahnsen.co/4dQg4Og Monday Market Insights from Dividend Cafe's New NYC Office In this special edition of Dividend Cafe, recorded for the first time in the new office on Sixth Avenue, New York City, David discusses recent market performance, including a rally in all 11 sectors of the S&P 500, interest rate movements, and the behavior of the dollar. The video also touches on Bitcoin's price stability over the past three years, a critical analysis of recent economic policies and market indices, and insights into the housing market's current state. Additionally, there's a link to an article by Matthew Gregory on recent IRS rulings and Secure Act changes. The episode wraps up with an overview of Fed rate expectations and a preview of Chairman Powell's upcoming speech at the Jackson Hole symposium. 00:00 Welcome to the New Office 01:02 Market Rally Overview 02:00 Dollar Dynamics and Market Impact 03:35 Bitcoin's Volatility 04:22 Retirement Account Updates 05:26 Policy Proposals and Economic Insights 06:23 Housing Market Trends 07:02 Fed Rate Cut Speculations 07:55 Jackson Hole Symposium Preview 08:13 Ask TBG and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Every August, for more than 40 years now, the Federal Reserve has held a retreat in Jackson Hole, Wyoming. It has become an important venue for Fed communications and investors this week will be focused on Jerome Powell's speech, to be delivered at 10:00AM eastern time (or 8:00AM Wyoming time) on Friday. The topic of this year's conference is “Reassessing the Effectiveness and Transmission of Monetary Policy”, a subject that is well worth careful reconsideration. This, no doubt, will be the focus of Chairman Powell's remarks.

With the DNC on the horizon, David talks about the new green deal that Kamala Harris and Tim Walz are trying to pass and how inflationary it would be. He explains how socialism corrupts and distorts the market.  If you bought last week while the markets were down, guess what? YOU WIN! If you sold out of position during the drop...you missed out. So what happens now? David believes there will be a rate cut next month and maybe another after the election; which the market will appreciate. Unemployment will get worse, probably by 1/2 a percent. Trump gets elected and the market skyrockets. As always you can listen to David on WCRF Cleveland 103.3 every Thursday from 8AM - 9AM or on the Moody Radio App.  Email any financial questions to Kory@epsf.com Twitter @skibucks1 For more information on the Amazon well drill, please visit: https://nativosusa.org https://www.gofundme.com

The market has been rocky for individual investors.  Now is the time to buy the best companies on the worst news. Today David talks about putting his money management skills to work in this market. He also time travels back to the last great day in the market.  The Feds are under pressure to cut rates. Will there be a cut in September? David thinks CHAIR POWELL might bow to the pressure, but if he does, it will look political and not a great look for the Fed.  David ends the podcast with his "4 things that everyone needs to hear" As always you can listen to David on WCRF Cleveland 103.3 every Thursday from 8AM - 9AM or on the Moody Radio App.  Email any financial questions to Kory@epsf.com Twitter @skibucks1 For more information on the Amazon well drill, please visit: https://nativosusa.org https://www.gofundme.com  

Today on Financial Revelations, David talks about the whitewashing that is currently happening in the press. They're trying hard to cover up Kamala Harris' words before the election comes around. The Federal Reserve also had a press conference and as suspected, interest rates have not changed, but it looks like they are setting up for a rate cut after the elections. Chair Powell did say that the rate of inflation has gone down, but don't forget, overall inflation is still very high. As always you can listen to David on WCRF Cleveland 103.3 every Thursday from 8AM - 9AM or on the Moody Radio App.  Email any financial questions to Kory@epsf.com Twitter @skibucks1 For more information on the Amazon well drill, please visit: https://nativosusa.org https://www.gofundme.com  

Segment 1: Greg McBride, Chief Financial Analyst, Bankrate, chats with John about yesterday’s Fed meeting and comments made by Chairman Powell that suggested an interest rate cut in September. Greg explains why we’ll likely see two interest rate cuts by the end of the year and what he thinks will happen in 2025. Segment 2: Bree […]

Today we were pleased to host Gerald Kepes, President of Competitive Energy Strategies, and Sudan Maccio, Chief Legal Counsel of PetroTal, for a discussion focused on Venezuelan politics, energy and economics. Jerry has over 40 years of experience as a consultant and petroleum geologist and is a regular contributor to Al-Monitor on the geopolitics of energy in the Middle East and North Africa. Sudan started his career at PDVSA and brings over 30 years of extensive legal experience in global energy across legal, commercial, and leadership roles. We were thrilled to bring Jerry and Sudan together to discuss the recent Venezuelan election. In our conversation, Jerry and Sudan provide an overview of the recent election and the country's opposition to President Maduro's claimed victory. We discuss the current situation on the ground with ongoing protests, reactions from neighboring countries, the refugee crisis, how the military has been corrupted to support the ruling party and the potential for shifts in loyalty, and how the crisis is influencing global markets. We explore other geopolitical crises to understand potential strategy and outcomes, the possibilities and implications of foreign intervention, and influence from outside actors including Cuba, China, Russia, Iran and even Hezbollah. We also examine the role of the US in potentially intervening, possible outcomes, long-term implications, and much more. We ended by discussing how we can help the citizens of Venezuela and amplify their humanitarian needs. It was an enlightening discussion, and we are thankful to Jerry and Sudan for sharing their insights with us all. Mike Bradley opened the conversation by highlighting that U.S. markets, so far this week, are mostly in churn-mode and laser focused on Wednesday's FOMC Rate Decision Meeting. Bond traders expect the FED to leave interest rates unchanged but are hopeful Chairman Powell will indicate that the FED could be positioned, as early as September, to cut interest rates. WTI price has moved lower over the last few weeks due to growing fundamental concerns with 2H'24 oil demand (mostly slowing Chinese demand) but has plunged this week to ~$75/bbl mostly due to “technical” factors (Brent & WTI) breaking through 50/100/200 day moving averages which is leading to an unwind of “net” long interest in the crude complex. On the broader market front, he noted a continued rotation of AI/Big Tech names into the Russell 2000 due to a growing bet that the FED will be signaling a looser interest rate policy. The recent equity rotation could quickly unwind if the FED doesn't signal a looser interest rate policy at the upcoming FOMC meeting. He also noted Q2 reporting up to this point has been dominated by Oil Services and natural-gas levered E&Ps but is now broadening out to all energy subsectors. He flagged a few key themes coming from Q2 calls including lower onshore oil service activity levels, a continuation of natural gas curtailments, and U.S. refiners highlighting that weaker refining cracks are resulting in global refining run cuts. Jeff Tillery also joined and added his perspective and inquiries to the discussion. We hope you find the discussion as insightful as we did. Our thoughts and prayers are with the Venezuelan people and we are hopeful for a peaceful and democratic resolution. Our best to you all. Thank you for your support and friendship!

GOOD EVENEING.  The show begins tonight at the Federal Reserve, waiting for a discount in the price of money as promised by Chairman Powell... 1880 Lake George CBS EYE ON THE WORLD WITH JOHN BATCHELOR FIRST HOUR 9-915 #Markets: September Fed cut 100%,  Liz Peek The Hill. Fox News and Fox Business https://www.msn.com/en-us/money/markets/the-fed-is-only-going-to-cut-rates-once-in-2024-as-shelter-inflation-is-too-high-and-the-job-market-is-hot-vanguard-says/ar-BB1quzf0 915-930 #Markets:   The California Progressive in America. Liz Peek The Hill. Fox News and Fox Business.  https://www.telegraph.co.uk/us/politics/2024/07/23/donald-trump-joe-biden-kamala-harris-latest-news/ 930-945 #EU: What does Europe make of Harris vs Trump? Judy Dempsey, Carnegie Endowment for International Peace, Editor-in-Chief: Strategic Europe, in Berlin. https://www.telegraph.co.uk/us/politics/2024/07/23/donald-trump-joe-biden-kamala-harris-latest-news/ 945-1000#BERLIN: Summer reading for fun, Judy Dempsey, Carnegie Endowment for International Peace, Editor-in-Chief: Strategic Europe, in Berlin. https://carnegieendowment.org/europe/strategic-europe/2024/07/summer-suggestions-yellowstone-slow-horses-and-more?lang=en¢er=europe SECOND HOUR 10-1015 #StateThinking: What do we know of the Harris foreign affair policy? @MaryKissel Former Senior Adviser to the Secretary of State. Executive VP Stephens Inc. https://www.wsj.com/politics/elections/democrats-new-attack-trump-old-age-1e765b20?mod=hp_lead_pos7 1015-1030 #StateThinking:  Putin policy Trump vs Harris.  @MaryKissel Former Senior Adviser to the Secretary of State. Executive VP Stephens Inc https://www.wsj.com/politics/elections/democrats-new-attack-trump-old-age-1e765b20?mod=hp_lead_pos7 1030-1045 #JERUSALEM: Netanyahu addresses Congress and meets with the POTUS and the candidates.Jonathan Schanzer, FDD https://www.timesofisrael.com/netanyahu-to-meet-biden-and-harris-on-thursday-trump-on-friday/ 1045-1100 ##IRAN: Hezbollah is Tehran's life insurance policy. Jonathan Schanzer, FDD https://www.timesofisrael.com/netanyahu-to-meet-biden-and-harris-on-thursday-trump-on-friday/ THIRD HOUR 1100-1115 #POTUS: VPOTUS Harris and PRC. Gregory Copley, Defense & Foreign Affairs https://www.wsj.com/politics/elections/democrats-new-attack-trump-old-age-1e765b20?mod=hp_lead_pos7 1115-1130 #POTUS: VPOTUS HARRIS and EU. Gregory Copley, Defense & Foreign Affairs https://www.wsj.com/politics/elections/democrats-new-attack-trump-old-age-1e765b20?mod=hp_lead_pos7 1130-1145 #RED SEA: Perpetual war, moments of peace. Gregory Copley, Defense & Foreign Affairs https://www.msn.com/en-us/news/world/red-sea-tensions-reach-new-high-as-us-weighs-terrorist-designation-for-houthis/ar-BB1qqTPU 1145-1200 #KING Charles Report: Crooks stalks the Royals. Gregory Copley, Defense & Foreign Affairs Samoa airing out the royal suite. https://www.telegraph.co.uk/royal-family/2024/07/20/samoan-hotel-host-king-musty-linens/ FOURTH HOUR 12-1215 #LondonCalling:  Europe and the assassins. @JosephSternberg @WSJOpinion https://www.wsj.com/articles/political-violence-is-even-worse-in-europe-84d8a3c2 1215-1230 #POTUS: EU puzzles over Biden's exit and Harris's entry. https://www.wsj.com/politics/elections/democrats-new-attack-trump-old-age-1e765b20?mod=hp_lead_pos7 1230-1245 1/2: #AFRICA: Prison breaks by jihadists in Somalia and Niger. Caleb Weiss, Bridgeway Foundation, FDD https://www.longwarjournal.org/archives/2024/07/jihadis-mount-prison-mutinies-across-africa.php 1245-100 am 2/2: #AFRICA: Prison breaks by jihadists in Somalia and Niger. Caleb Weiss, Bridgeway Foundation, FDD https://www.longwarjournal.org/archives/2024/07/jihadis-mount-prison-mutinies-across-africa.php

After a brief hiatus and a slight change of scenery, we are back to our normal routine! We are in the process of relocating the podcast room, so today our episode is live from David's office. Since we last talked, our nation has gone or is going through: a debate debacle, a President that looks unhealthy, an assassination attempt, the Republican National Convention, and a talkative Chair Powell. Watch as David covers these topics and more.  As always you can listen to David on WCRF Cleveland 103.3 every Thursday from 8AM - 9AM or on the Moody Radio App. Email any financial questions to Kory@epsf.com Twitter @skibucks1 For more information on the Amazon well drill, please visit: https://nativosusa.org https://www.gofundme.com  

At the 2023 Fed conference at Jackson Hole, Chairman Powell promised that the Fed would keep fighting inflation "until the job is done." Is the job done? The Inflation Guy thinks the signs suggest inflation is converging on a higher level than the Fed desires. Will the Fed really keep after it? Listen and find out what the Inflation Guy thinks. NOTES Pod Callback: Ep. 109: Famous Last Words Powell snippet: Source Bloomberg TV Odd reference: Wikipedia on Mummenschanz Blog for this month's CPI: Inflation Guy's CPI Summary (April 2024) Important article: “The Inflation Management Opportunities In The Insurance Industry Today” To Subscribe to Quarterly Inflation Outlook: https://inflationguy.blog/shop/ To Subscribe for free to the blog: https://inflationguy.blog/ Check out the website! https://www.EnduringInvestments.com/

For today's discussion we were pleased to host Jim Matheson, CEO of the National Rural Electric Cooperative Association (NRECA). Jim's distinguished background includes roles in both the public and private sectors. Prior to joining the NRECA in 2016, he served in the public policy practice at Squire Patton Boggs based in Washington, D.C. Jim was elected as a U.S. Representative for Utah from 2001 to 2015 and has significant experience in the energy industry. The NRECA is a vital national service organization representing over 900 consumer-owned electric cooperatives, collectively serving 42 million people across 48 states in the US. We were excited to visit with Jim and gain valuable insights into the cooperative landscape. Jim first provides background on the unique structure of electric cooperatives, how they are owned by the members they serve, and focus on consumer interest rather than shareholder interests (a detailed overview of US electric co-ops is linked here). We explore how electric co-ops approach decision making regarding power systems to balance cost, reliability, and emissions reduction, the evolving generation mix, the shrinking margin of error in meeting peak demand and the increasing risk of outages, and the US's struggle to keep up with building new power plants while also shutting down existing ones prematurely. Jim shares his perspective on the need for increased resiliency in the electric grid, particularly through the expansion of transmission infrastructure, and concerns with the feasibility and economic impact of recent EPA regulations targeting emissions reduction from coal and natural gas plants (details linked here). We discuss potential bipartisan efforts to revise permitting and streamline processes, growing awareness among the public on power issues, election year dynamics, the benefits of natural gas as a fuel source for electricity generation, the need for continued vigilance around cybersecurity measures in the electricity sector, the possibility of bipartisan efforts to prioritize energy security and reliability, and more. We greatly appreciate the work Jim and the team at NRECA are doing. Mike Bradley kicked us off by highlighting that markets have been choppy this past week but managed to get by with modest gains. The 10-year bond yield has plunged to ~4.45%, down from ~4.7%, just one week ago. Bond yields dropped despite the FOMC leaving interest rates unchanged, mostly because Chairman Powell signaled the next rate move would likely not be a rate hike. WTI price this past week had collapsed ~5/bbl due to a large increase in US crude oil inventories, less concern over Mideast chaos, and WTI trading through important technical trading levels. Crude oil traders seem to firmly believe that OPEC will not announce they're putting barrels back into the market at their June 1st meeting, especially at sub-~80/bbl. Natural gas is trading at its highest level since early January, mostly due to the monthly futures contract roll. The US natural gas storage surplus is still high, but lower 48 natural gas production is falling faster than expected and recently averaged less than 99bcfd. Most S&P companies have reported Q1 results, and so broader markets will need to look elsewhere for direction. Broader markets have rallied recently as they're less worried today about higher interest rates and higher commodity prices. He further noted that broader markets recently have had a nice bounce because they were technically oversold, and volatility had spiked but are now moving towards overbought territory again. He ended by flagging most energy companies have reported Q1 results and this week will be a heavy dose of SMID-cap E&Ps, Global Oil Majors

In this episode, Scott shares his thoughts on Chairman Powell, deficit spending, & jobs.

In this episode, Scott discusses Chairman Powell and the nation's deficit.

In this episode, Scott discusses Chairman Powell, deficit spending and rate cuts.

Following the Federal Reserve's announcement to hold interest rates steady, correspondent Scott Pelley interviews Fed Chair Jerome Powell in Washington, DC on inflation risks and the economy, the timeline for cutting rates, the health of the country's banks, and more. Correspondent Sharyn Alfonsi reports on the fastest growing group entering the U.S. through the southern border – Chinese migrants. Alfonsi speaks with the migrants about following instructions posted on TikTok that guided them on their 7-thousand mile journey to the California desert where Chinese asylum seekers cross the border from Mexico through a 4-foot gap in the border fence. Technology has helped spur a sports betting boom. Correspondent Jon Wertheim examines what this has meant for sports fans, betting companies, and the gamblers – overwhelmingly young men – making snap bets anytime, anywhere.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.