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Nvidia delivers its best day of the year after earnings out Wednesday night. It added the equivalent of an Intel in market cap during the trading session. So is that the green light for investors to climb back into AI winners? Katie Klingensmith, Chief Investment Strategist at Edelman Financial Engines, breaks down the market outlook and where opportunities remain. Mark Zandi, Chief Economist at Moody's, analyzes the economic outlook and the latest developments surrounding Fed Chair Kevin Warsh ahead of his first Jackson Hole speech as Fed chair. Dana Telsey of Telsey Advisory Group breaks down results from Gap and the growing divergence across consumer stocks. Werner Enterprises CEO Derek Leathers discusses shipping demand from major retailers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
When you walk into a McDonald's, it looks like one company. But legally, the person making your fries probably doesn't work for McDonald's at all. Brian Callaci, Chief Economist at the Open Markets Institute and author of Chains of Command, joins Nick and Goldy to explain how franchising became a blueprint for corporate control without responsibility — shifting risk, liability, and labor costs onto franchisees and workers while profits flow upward. Brian Callaci is the chief economist at the Open Markets Institute and author of Chains of Command: The Rise and Cruel Reign of the Franchise Economy. Social Media: @briancallaci.bsky.social @brian_callaci briancallaci.com Further reading: Chains of Command: The Rise and Cruel Reign of the Franchise Economy Franchise: The Golden Arches in Black America by Marcia Chatelain Sectoral bargaining FAQ: Collective bargaining, sectoral wage and standards boards, and worker power The Founder (2016) Continental T.V., Inc. v. GTE Sylvania, Inc., 433 U.S. 36 (1977) Senate Subcommittee on Antitrust & Monopoly Hearing on Distribution problems affecting small business. Part 1: franchising agreements, March (1965) Website: http://pitchforkeconomics.com Facebook: Pitchfork Economics Podcast Bluesky: @pitchforkeconomics.bsky.social Instagram: @pitchforkeconomics Threads: pitchforkeconomics TikTok: @pitchfork_econ YouTube: @pitchforkeconomics LinkedIn: Pitchfork Economics Twitter: @PitchforkEcon, @NickHanauer Substack: The Pitch
The Australian housing market is seeing a significant downturn, and experts are warning this trend isn't likely to change. Data shows that this drop is happening nationwide, from the major capital cities to the regional areas. HSBC chief economist Paul Bloxham explained that this downturn is likely to continue until the RBA decides to cut rates - or until rate cuts are anticipated by the market. LISTEN ABOVESee omnystudio.com/listener for privacy information.
Joe Lavorgna, Chief Economist of SMBC Americas/Former-Counselor to Secretary Scott Bessent at the US Treasury Department in NY reacts to Scott Bessent announcing a US campaign to sever Iran from the global economy, warning that any country doing business with the country risks facing US sanctions. He speaks with Bloomberg's Joe Mathieu and Kailey Leinz. See omnystudio.com/listener for privacy information.
LPL's Chief Economist, Dr. Jeffrey Roach explains how treasury demand, financial conditions, and inflation are supporting risk appetite. Tracking: #1162791
Six years into the expansion, the commercial real estate cycle still looks early. Michael Bull, CCIM covers 2026 rates, supply, and office with BGO Chief Economist Ryan Severino, CFA. Ryan Severino, CFA, Chief Economist and Head of Research for the U.S. at BGO, explains why a cycle that is six years old still behaves like an early to mid cycle expansion. Debt sits at moderate levels, the labor market has room to run, and leverage has stayed disciplined. He sees runway left in the economy and in commercial real estate. The conversation covers where inflation and interest rates go from here, why the 10-year Treasury has trouble moving far off 4% on fundamentals alone, and how trade policy and the conflict in Iran are adding roughly 30 to 60 basis points to the long end of the curve. Severino also makes the case that today's rates only feel high because most people working in this industry have spent their entire careers in a market where the 10-year stayed below 5% for a quarter century. On the property side: the construction pipeline is the most benign on record relative to existing inventory, which means owners no longer need an outsized jump in demand to compress vacancy and restart rent growth. Severino explains why he is more constructive on office than most of the industry, drawing a direct comparison to how wrong the popular narrative on retail was for 15 years. Michael Bull adds a live example, a 17-story tower coming to market at $64 per square foot, below the cost of building out the space. The episode closes on what Severino calls a recovery out of order. In a normal cycle, capital markets recover first and space market fundamentals lag. This time fundamentals are recovering while elevated long-term rates hold the capital markets back. His view on the next 12 to 24 months: higher transaction volume, more attractive pricing, and a real estate return profile that compares well against a richly valued stock market. In this episode: 00:00 Where Are We in the CRE Cycle? What Inning Are We In? 01:08 Six Years In and Still Early Cycle: The Rain Delay Economy 03:17 Pandemic, Inflation, Trade War, Real War: A Fits and Starts Cycle 04:39 Inflation Resurgent: A Speed Bump, Not a Roadblock 06:37 The 10-Year Treasury: Why It Cannot Move Far Off 4% 07:58 A Quarter Century Below 5%: Today's Rates Are About Average 09:26 Michael's 17% Loan and Making Money at Higher Rates 10:28 Oil Prices and Iran: Why the U.S. Economy Shrugs Now 12:46 AI and Data Centers: Galactic Capital and Political Backlash 15:02 Record Low Construction: Why Supply No Longer Drives the Cycle 17:57 Office: The Contrarian Case and the Retail Playbook 20:07 A 17-Story Tower at $64 per Foot 20:42 Recovery Out of Order: Fundamentals First, Capital Markets Lagging 24:47 Relative Value: Real Estate Against a Richly Priced Stock Market 25:57 Final Takeaway: You Do Not Pay Today's Rate Forever Connect with Ryan Severino: https://www.linkedin.com/in/ryan-severino-cfa-4409022/ BGO Website: https://www.bgo.com Connect with Michael Bull & The Show: Michael Bull, CCIM Bull Realty, Inc https://www.linkedin.com/in/michaelbull/ For more commercial real estate market data, sector forecasts, and video episodes, visit CREshow.com. America's Commercial Real Estate Show is brought to you by our proud sponsors. TCN Worldwide: Commercial real estate property management, leasing, and sales solutions across the US and globally. Learn more: https://www.tcnworldwide.com Build Out: The ultimate product suite for commercial real estate brokerage firms looking to streamline their business. Learn more: https://www.buildout.com Bull Realty: Regional commercial real estate brokerage services headquartered in Atlanta, delivering market intel and strategies. Learn more: https://www.bullrealty.com Commercial Agent Success Strategies: Twenty-one cloud accessed commercial broker training videos with slide deck action notes. Learn more at https://www.commercialagentsuccess.com/ #CommercialRealEstate #CRE #RealEstateInvesting #CommercialRealEstateForecast #InterestRates #OfficeMarket #DataCenters #CapRates #RealEstateCycle #CREInvesting #Treasury #MichaelBull
Global fuel prices have been rising again as conflict continues in the Strait of Hormuz. The US has now exported much of its diesel supplies – pushing up prices across the US and Europe. Crude oil prices haven't risen as much due to China's decision to stop exporting refined fuel, but Brent crude prices are rising again after the US and Iran ruled out extending their memorandum of understanding. Westpac Chief Economist Kelly Eckhold told Mike Hosking ultimately, there isn't enough fuel coming out of the Middle East. He says the prices of most fuels are increasing, including jet fuel, and petrol to a lesser extent. LISTEN ABOVE See omnystudio.com/listener for privacy information.
Make people stop caring their money is being stolen. PLUS, Mary Holland, President of Children's Health Defense, talks to Shaun about the mistake of the mRNA flu shots, the abundance of fraudulent health information, and the need for stiff penalties for people like Dr. Fauci who knowingly peddle false information about vaccines that harm the public. And Dr. EJ Antoni, Chief Economist at The Heritage Foundation, explains how the job losses on the most recent jobs report are a good thing and how close we are to crossing the line of $40 TRILLION in national debt. See omnystudio.com/listener for privacy information.
Last week, Bank of England policymakers faced renewed monetary tightening expectations, especially as Chief Economist and Monetary Policy Committee member Huw Pill voted for rate hikes in four consecutive decisions, arguing that resilient quarterly growth of 0.4% in June supports higher interest rates. While Bank of England Governor Andrew Bailey had previously downplayed the possibility of rate cuts, comfortable leaving rates on hold, money markets now fully price further increases and anticipate upcoming hikes if oil prices continue to rise. UK Gross Domestic Product surprised on the upside in June by expanding 0.3% against expectations for a 0.1% contraction. This performance was driven by a notable 0.4% recovery in the services sector, with the UK Purchasing Managers' Index reaching a three-month high of 52.1, while total retail sales rose 1.3% in July, supported by a 10% surge in pub transactions....Stocks featured:Antofagasta, Computacenter and Lion Finance Group To find out more about the investment management services offered by Walker Crips, please visit our website:https://www.walkercrips.co.uk/This podcast is intended to be Walker Crips Investment Management's own commentary on markets. It is not investment research and should not be construed as an offer or solicitation to buy, sell or trade in any of the investments, sectors or asset classes mentioned. The value of any investment and the income arising from it is not guaranteed and can fall as well as rise, so that you may not get back the amount you originally invested. Past performance is not a reliable indicator of future results. Movements in exchange rates can have an adverse effect on the value, price or income of any non-sterling denominated investment. Nothing in this podcast constitutes advice to undertake a transaction, and if you require professional advice you should contact your financial adviser or your usual contact at Walker Crips. Walker Crips Investment Management Limited is authorised and regulated by the Financial Conduct Authority (FRN: 226344) and is a member of the London Stock Exchange. Hosted on Acast. See acast.com/privacy for more information.
Tonight on America At Night with McGraw Milhaven, former White House Press Secretary Ari Fleischer discusses Karoline Leavitt's resignation, what it means for the White House and the political implications of the latest shake-up in Washington. Retired U.S. Marine Corps Intelligence Officer and former Deputy Director for Intelligence Mark Chandler examines the latest developments involving Iran and the reported attempted attack, including the potential implications for U.S. national security and the region. Scott Colbert, Chief Economist and Director of Fixed Income Management for Commerce Trust, breaks down the economy and inflation, looking at the latest economic pressures and what consumers and investors should be watching. Plus, Bill Clevlen, founder of BillOnTheRoad.com, returns with the weekly Bill on the Road travel segment, highlighting another destination and sharing ideas for your next adventure. Facebook C Learn more about your ad choices. Visit podcastchoices.com/adchoices
August 13, 2026 ~ Lloyd Jackson and Kaitlyn Buss talk with KPMG US, Chief Economist, Diane Swonk, about why more Americans hare having problems paying their house and car payments, and what you can do to help yourself? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
A new report finds the funding of aged residential care is not keeping up with the cost of providing it. The Westpac NZ report investigates what challenges and opportunities service providers could face in the future. It finds, with an aging population, people will require more complex and costly care. Westpac economist Paul Clark told Mike Hosking the biggest cost is labour, which made up around 70% of operating costs. He says that highly specialised labour is needed, and as more older people move into aged care facilities, they need higher and higher quality care, which requires better and better labour. LISTEN ABOVE See omnystudio.com/listener for privacy information.
MacroBusiness chief economist Leith van Onselen told Ross Stevenson and Mark Allen it is a lose-lose situation.See omnystudio.com/listener for privacy information.
The uncertain economic environment could be the reason for climbing unemployment and declining job ads. The latest Seek data shows job ads fell 0.8 percent last month, the third consecutive month of decline. It suggests conditions remain strongest in the South Island, while centres like Auckland, Wellington, and Waikato face greater headwinds. Westpac Chief Economist Kelly Eckhold says the labour market has not emerged unscathed from the Iran war. "Perhaps at the start of the year, they were looking forward to a much better year, but business confidence really got buffeted around the last three or four months." LISTEN ABOVESee omnystudio.com/listener for privacy information.
Bongani Bingwa speaks to Dawie Roodt, Director and Chief Economist at the Efficient Group, and Professor Siphamandla Zondi from the Department of Politics and International Relations at the University of Johannesburg, about the DA’s newly unveiled local government manifesto. The party is promising better-run municipalities, reliable basic services, cleaner governance and greater economic opportunity, but the big question is whether these promises are practical and financially achievable. They examine whether the DA’s record in municipalities it governs can realistically be replicated across South Africa, and whether this manifesto offers a credible blueprint for fixing local government or simply sounds better on paper than it may work in practice. 702 Breakfast with Bongani Bingwa is broadcast on 702, a Johannesburg-based talk radio station. Bongani makes sense of the news, interviews the key newsmakers of the day, and holds those in power to account on your behalf. The team brings you all you need to know to start your day Thank you for listening. Listen live on Primedia+ weekdays from 6 am to 9 am (SA Time) https://buff.ly/gk3y0Kj For more from the show and catch-up podcasts, visit Primedia+ here https://buff.ly/zEcM35T Subscribe to the 702 Daily and Weekly Newsletters https://buff.ly/v5mfetc Let’s keep the conversation going online: 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702See omnystudio.com/listener for privacy information.
Nightlife News Breakdown with Philip Clark, joined by Greg Jericho, Columnist with the Guardian and Chief Economist with The Australia Institute.
When geopolitical chaos erupts—Iranian tankers in the dark fleet, Houthi attacks in the Red Sea, Russian refineries under fire—oil prices should skyrocket. Yet here we are in August 2024 with WTI crude at just $83 a barrel, and the market hasn't collapsed. Why? Because the U.S. is producing nearly 14 million barrels a day, pipelines are bypassing chokepoints, and refineries are running flat out. But there's a catch. In this episode of the Energy Impact Podcast, Trisha Curtis—CEO of PetroNode, Chief Economist of the American Energy Institute, and Senior Consultant at the U.S. Department of Energy—joins David Blackmon and Stu Turley to break down the real story behind oil markets. They debate whether prices reflect reality, expose the refining capacity crisis that's keeping gas prices high, and challenge the media narratives that get it wrong.From China's strategic stockpiling to Iran's fading leverage to why the oil industry desperately needs better PR, this conversation separates market hype from hard data—and reveals what's really at stake for American energy security.Connect with Trisha Curtis at https://www.linkedin.com/in/trisha-curtis-petronerds/ or @petronerds633 on YouTubeThis is also going out on David Blackmon's podcast, Energy Impacts.Connect with David on his LinkedIn here https://www.linkedin.com/in/david-blackmon-2325189/1. U.S. Oil Production & Global Market DominanceThe hosts emphasize that the U.S. produces nearly 14 million barrels per day, making it the world's largest oil producer. This production level hasn't received adequate attention in media coverage, despite its significant geopolitical and economic implications. The Permian Basin, particularly in Texas and New Mexico, is driving record output growth.2. Oil Market Resilience During Geopolitical DisruptionsDespite major disruptions—including attacks on the Strait of Hormuz, Red Sea blockades by Houthis, and the Ukraine-Russia conflict—the oil market has adapted remarkably well. The hosts credit market forces, refinery efficiency, and alternative supply routes (like the East-West Pipeline) for preventing catastrophic price spikes that many predicted.3. Current Oil Pricing ($83/barrel WTI)The discussion explores why oil prices have remained relatively moderate despite geopolitical chaos. They debate whether prices reflect reality, with consideration for tanker insurance costs, physical delivery premiums, and crack spreads (refinery profit margins).4. Refining Capacity CrisisA critical issue: the U.S. has 128 operating refineries with an average age of 75-80 years, and only one new refinery (Brownsville) is coming online by 2027. California is losing refining capacity (6 of 7 refineries slated to close), which will have serious economic consequences. Refining capacity is the key bottleneck limiting gasoline and diesel price relief.5. Strategic Petroleum Reserve (SPR) & ExportsThe hosts discuss the SPR release strategy and defend continued crude oil and refined product exports as essential to global energy security. They emphasize that allowing exports supports the market and benefits U.S. energy interests.6. China's Energy Strategy & StockpilingChina has significantly reduced oil imports (down 5 million barrels/day) and is drawing on massive strategic reserves. The hosts suggest China is using this period as a "test run" for potential future blockades (like closing the Strait of Malacca during a Taiwan conflict).7. Middle East Geopolitical ComplexityThe discussion covers Iran's leverage (tanker fleet, strait control), OPEC's fragmentation (UAE's departure), Iraq's alignment with Iran, and the role of alternative pipelines reducing dependence on the Strait of Hormuz.8. Turkey, Pakistan & Regional MediationThe hosts highlight emerging geopolitical tensions involving Turkey and Pakistan as mediators, with concerns about extremism funding and the potential for regional escalation.9. Industry Communication & LeadershipThe hosts criticize the oil and gas industry for poor public relations and not taking credit for market stability and affordable energy. They call for better industry leadership and advocacy.This podcast presents a nuanced view of global energy markets, emphasizing market adaptation, U.S. strategic advantages, and the critical importance of refining infrastructure and policy decisions around exports and reserves.Check out the Energy News Beat Substack at https://theenergynewsbeat.substack.com/Check out David Blackmon's Substack at https://blackmon.substack.com/
When geopolitical chaos erupts—Iranian tankers in the dark fleet, Houthi attacks in the Red Sea, Russian refineries under fire—oil prices should skyrocket. Yet here we are in August 2024 with WTI crude at just $83 a barrel, and the market hasn't collapsed. Why? Because the U.S. is producing nearly 14 million barrels a day, pipelines are bypassing chokepoints, and refineries are running flat out. But there's a catch. In this episode of the Energy Impact Podcast, Trisha Curtis—CEO of PetroNode, Chief Economist of the American Energy Institute, and Senior Consultant at the U.S. Department of Energy—joins David Blackmon and Stu Turley to break down the real story behind oil markets. They debate whether prices reflect reality, expose the refining capacity crisis that's keeping gas prices high, and challenge the media narratives that get it wrong.From China's strategic stockpiling to Iran's fading leverage to why the oil industry desperately needs better PR, this conversation separates market hype from hard data—and reveals what's really at stake for American energy security.Connect with Trisha Curtis at https://www.linkedin.com/in/trisha-curtis-petronerds/ or @petronerds633 on YouTubeThis is also going out on David Blackmon's podcast, Energy Impacts.Connect with David on his LinkedIn here https://www.linkedin.com/in/david-blackmon-2325189/1. U.S. Oil Production & Global Market DominanceThe hosts emphasize that the U.S. produces nearly 14 million barrels per day, making it the world's largest oil producer. This production level hasn't received adequate attention in media coverage, despite its significant geopolitical and economic implications. The Permian Basin, particularly in Texas and New Mexico, is driving record output growth.2. Oil Market Resilience During Geopolitical DisruptionsDespite major disruptions—including attacks on the Strait of Hormuz, Red Sea blockades by Houthis, and the Ukraine-Russia conflict—the oil market has adapted remarkably well. The hosts credit market forces, refinery efficiency, and alternative supply routes (like the East-West Pipeline) for preventing catastrophic price spikes that many predicted.3. Current Oil Pricing ($83/barrel WTI)The discussion explores why oil prices have remained relatively moderate despite geopolitical chaos. They debate whether prices reflect reality, with consideration for tanker insurance costs, physical delivery premiums, and crack spreads (refinery profit margins).4. Refining Capacity CrisisA critical issue: the U.S. has 128 operating refineries with an average age of 75-80 years, and only one new refinery (Brownsville) is coming online by 2027. California is losing refining capacity (6 of 7 refineries slated to close), which will have serious economic consequences. Refining capacity is the key bottleneck limiting gasoline and diesel price relief.5. Strategic Petroleum Reserve (SPR) & ExportsThe hosts discuss the SPR release strategy and defend continued crude oil and refined product exports as essential to global energy security. They emphasize that allowing exports supports the market and benefits U.S. energy interests.6. China's Energy Strategy & StockpilingChina has significantly reduced oil imports (down 5 million barrels/day) and is drawing on massive strategic reserves. The hosts suggest China is using this period as a "test run" for potential future blockades (like closing the Strait of Malacca during a Taiwan conflict).7. Middle East Geopolitical ComplexityThe discussion covers Iran's leverage (tanker fleet, strait control), OPEC's fragmentation (UAE's departure), Iraq's alignment with Iran, and the role of alternative pipelines reducing dependence on the Strait of Hormuz.8. Turkey, Pakistan & Regional MediationThe hosts highlight emerging geopolitical tensions involving Turkey and Pakistan as mediators, with concerns about extremism funding and the potential for regional escalation.9. Industry Communication & LeadershipThe hosts criticize the oil and gas industry for poor public relations and not taking credit for market stability and affordable energy. They call for better industry leadership and advocacy.This podcast presents a nuanced view of global energy markets, emphasizing market adaptation, U.S. strategic advantages, and the critical importance of refining infrastructure and policy decisions around exports and reserves.Check out the Energy News Beat Substack at https://theenergynewsbeat.substack.com/A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energyAnd we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/
Over in Australia, the Reserve Bank has moved to keep the official cash rate in place at 4.35 percent. The result was widely expected by economists and money markets, despite inflation remaining above the RBA's 2-3 percent target range in the June quarter. HSBC Chief Economist Paul Bloxham says there's evidence that the Australian economy is slowing down, which is helping put downward pressure on inflation. LISTEN ABOVESee omnystudio.com/listener for privacy information.
Stephen Grootes speaks to Sanisha Packirisamy, Chief Economist at Momentum Investments, about South Africa’s unemployment rate rising to a four-year high of 33.6%, with the number of unemployed climbing to 8.5 million. With mining and community services among the biggest job losers, the latest figures raise fresh concerns about the economy’s ability to generate enough jobs. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
The housing market appears to still be in favour of first-home buyers, with more than half of loans this year done at 20% equity. Cotality data shows up to 60% of recent lending has been on a two-year fixed rate, up from less than 20% in November last year. In June, around 16% of lending went to owner-occupiers with less than a 20% deposit. Cotality chief economist Kelvin Davidson told Mike Hosking house prices have fallen so low, the risk of negative equity has pretty much disappeared. LISTEN ABOVE See omnystudio.com/listener for privacy information.
Joining Brendan to discuss the top stories in Sunday's newspapers are: Former Government Press Secretary, Chris Donoghue, Lorna Fitzpatrick, Co-Founder of Fitzwilliam Fenton Public Affairs Company, Dan O'Brien, Columnist and Chief Economist with IIEA, Louise Burne, Political Correspondent with the Irish Examiner.
US employers unexpectedly cut jobs in July and hiring in the prior two months was revised lower, suggesting the labor market is weaker than previously thought after surprising strength earlier this year.Nonfarm payrolls decreased 23,000 last month following a combined 103,000 downward revision to the May and June figures, Bureau of Labor Statistics data showed Friday. The unemployment rate fell to 4.1% as labor force participation continued to slide, and wage growth slowed. Bloomberg's Tom Keene and Damian Sassower break down the numbers with: Claudia Sahm, Chief Economist at New Century Advisors Constance Hunter, Chief Economist at EIU Kristina Campmany, Senior Portfolio Manager at Invesco Andrew Hollenhorst, Chief US Economist at CitiStephanie Roth, Wolfe Research Chief Economist See omnystudio.com/listener for privacy information.
It's the highest value of personal loans over a 12-month period on record, according to the Banking and Payments Federation Ireland. For more on these figures, Chief Economist with the Banking and Payments Federation Ali Uhr.
SpaceX posted its first earnings report as a public company this week, the same week its first share unlock hit the market, more than doubling the float. Elon Musk says revenue will top $1 trillion by 2030, but the plan is murky. Laura Winter speaks with Chris Quilty, Founder and CEO of Quilty Space, George Pullen, Chief Economist at MilkyWayEconomy, and Lou Whiteman, stock analyst at The Motley Fool.
Figures released by the central statistics office show the employment rose in July and now stands at just over 5%. For the details, Chief Economist with Deloitte, Kate English.
This is an episode from VoxDev's new podcast series, Ideas in Development. This series has a separate podcast feed, where you can find every episode of Oliver Hanney's conversations on evidence.YouTube: https://www.youtube.com/watch?v=I-e0GAFGaJ0 Apple Podcasts: https://podcasts.apple.com/us/podcast/moving-billions-towards-evidence/id1866874059?i=1000772910756 Spotify: https://open.spotify.com/episode/12UqCmkB4oLLWqoHpT5Lyt?si=6be55d2c81884d65 Audioboom: https://audioboom.com/posts/8917092-moving-billions-towards-evidence Substack: https://ideasindevelopment.substack.com/p/moving-billions-towards-evidenceIn 2022, Dean Karlan became Chief Economist at USAID, tasked with steering the world's largest bilateral aid agency towards evidence-backed approaches. He left in 2025, as the agency was being dismantled, having moved roughly $1.7 billion of funding in the process.In this episode of Ideas in Development, Dean joins Oliver Hanney to discuss what evidence-based policy actually looks like inside a government institution; how his team picked their battles; why collaboration beat prescription; and where the limits of taking goals as given lie. They also cover the rise of embedded evidence labs in countries like Rwanda and Peru, the synthesis and implementation gaps between academia and policy, and whether there are questions in development economics, like the impacts of cash transfers, on which we now have enough evidence.Dean Karlan is Professor of Economics and Finance at Northwestern University, founder of Innovations for Poverty Action, and former Chief Economist of USAID.
This week on Facing the Future, Mark Zandi, Chief Economist at Moody's Analytics, examines the state of the economy, the effect of artificial intelligence and what a debt-induced crisis might look like.
On Episode 940 of The Core Report, financial journalist Govindraj Ethiraj talks to Aditi Nayar, Chief Economist at ICRA as well as Devender Singhal, Equity Fund Manager at Kotak Mahindra Mutual Fund.SHOW NOTES(00:00) Stories of the Day(00:50) Indian Markets Stay Hesitant As Global Markets Hit Fresh Highs(04:55) Air India Gets A New CEO(05:34) Why India Is Revising Its GDP Projections Upwards(13:51) Indian Auto Industry Body Backtracks On Ethanol Fuel Study(15:26) The Case For Multi-Asset FundsEVENT: Spotify x The Core's "Building Wealth for a Longer Life" with Saurabh Mukherjea of Marcellus Investment Managers. Register HereFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
Josh opens the show by discussing what "the common good" really means as the debate takes center stage across the country. He explains the difference between policies that genuinely serve the common good and the way the phrase is being used by some to advance their own political agenda. Oren Cass, Chief Economist at American Compass, joins Josh to discuss inflation, the growing conversation surrounding the New Right movement, and the renewed focus on the idea of the common good. They also examine the rise of data centers and what their long-term impact could be on the U.S. economy. With it being primary day in Michigan, Josh wraps up the show by discussing the DSA-backed candidate on the ballot and what a primary victory would say about the direction of Democratic voters in the state.See omnystudio.com/listener for privacy information.
The Reserve Bank's chief economist Paul Conway says he is focused on inflation expectations, and their flow on effects into the wider economy.
John Maytahm speaks to Lisette de Schepper, Chief Economist at the Bureau for Economic Research (BER), about the economic case for and against introducing a R500 banknote, why the Reserve Bank believes the risks outweigh the benefits, and what the debate reveals about inflation, cash usage and South Africa's changing payments landscape. Presenter John Maytham is an actor and author-turned-talk radio veteran and seasoned journalist. His show serves a round-up of local and international news coupled with the latest in business, sport, traffic and weather. The host’s eclectic interests mean the program often surprises the audience with intriguing book reviews and inspiring interviews profiling artists. A daily highlight is Rapid Fire, just after 5:30pm. CapeTalk fans call in, to stump the presenter with their general knowledge questions. Another firm favourite is the humorous Thursday crossing with award-winning journalist Rebecca Davis, called “Plan B”. Thank you for listening to a podcast from Afternoon Drive with John Maytham Listen live on Primedia+ weekdays from 15:00 and 18:00 (SA Time) to Afternoon Drive with John Maytham broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/BSFy4Cn or find all the catch-up podcasts here https://buff.ly/n8nWt4x Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media: CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
Unemployment's expected to increase, but it might not be all bad news for the economy. Many economists are expecting unemployment to increase from 5.3% to 5.5%. ANZ Chief Economist Sharon Zollner feels volatility due to things like the war in Iran is starting to fade. She told Mike Hosking businesses seem to be getting used to uncertainty – they're realising they can't wait for normal conditions and have to get on with it. Zollner says the recovery is happening, but it's a bit more stop-start than most would like. LISTEN ABOVE See omnystudio.com/listener for privacy information.
Is the economy headed towards a recessionary cliff as inflation and dwindling economic confidence pull against productivity gains and capex spending? Mark Zandi, Chief Economist of Moody's Analytics shows us the possible pathways for the economy and households, and what to brace for. Plus, the Fed did nothing and said even less, driving long bond yields to multi-year highs and causing investors to wonder if the Fed Chair Warsh's task forces are really here to help. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Stephen Grootes speaks to Kevin Lings, Chief Economist at Stanlib, about the mixed August fuel price adjustment, which sees petrol prices drop by 52 cents a litre while diesel increases by up to R1.38 a litre, driven by changes in global oil prices, supply constraints, exchange rate movements, and a lower slate levy. In other interviews, we look at how Claire Swanson, founder of ARK Provisions, makes her money with a Mexican-inspired sweet idea sparked during a trip to Mexico grew into one of Checkers' fastest-selling new confectionery products, and how retailer support helped the family-run business scale from a home kitchen to supermarket shelves. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
Torsten Slok, Chief Economist at Apollo, said that while AI and the Fed may be issues more at the forefront of the economic conversation, risk from the Iran war and its subsequent impact on fuel stores remains an important factor in the background. Slok also commented the possibility that the Fed may have fewer meetings, saying that market will still try to price the Fed regardless of the schedule.See omnystudio.com/listener for privacy information.
The government is keeping fuel relief measures in place, predicting more volatility as the conflict drags on. Finance Minister Nicola Willis also indicated the unemployment numbers to be released tomorrow, will likely show an increase in joblessness. Westpac chief economist Kelly Eckhold spoke to John Campbell.
On Episode 938 of The Core Report, financial journalist Govindraj Ethiraj talks to Madhavi Arora, Chief Economist at Emkay Global Financial Services.SHOW NOTES(00:00) Stories of the Day(00:50) Why Indian Markets Are Holding Steady(04:20) Why The US And Japan Joint Intervention To Prop Up The Yen Is Unusual(08:37) Which Banks Have The Most Clout With NRI Funds And Deposits?(10:07) What Is The RBI's Grappling With, Ahead Of The Credit Policy On WednesdayEVENT: Spotify x The Core's "Building Wealth for a Longer Life" with Saurabh Mukherjea of Marcellus Investment Managers. Register HereFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
Stephen Grootes speaks to Kevin Lings, Chief Economist at Stanlib, about the mixed August fuel price adjustment, which sees petrol prices drop by 52 cents a litre while diesel increases by up to R1.38 a litre, driven by changes in global oil prices, supply constraints, exchange rate movements, and a lower slate levy. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 See omnystudio.com/listener for privacy information.
Josh opens the show by discussing the disturbing scenes unfolding in Spain as tens of thousands of illegal migrants, many of them Muslims, continue entering the country. Josh explains why he believes Europe's immigration crisis serves as a warning for the United States and argues that many Democrats would pursue similar policies if given the chance. He also highlights how President Trump secured the southern border and why voters shouldn't forget the contrast in border policies. Next, E.J. Antoni, Chief Economist at The Heritage Foundation, joins Josh to break down the latest on tariffs and what they mean for your wallet. The two also discuss the Federal Reserve's decision to hold interest rates steady, what the latest economic data says about the health of the U.S. economy, and what Americans should expect in the months ahead. Josh also discusses the confirmation process for Acting Attorney General Todd Blanche, explaining where things stand in the Senate and why confirming Blanche is important for the Trump administration's agenda. Finally, Frank Gaffney, President, Institute for the American Future, joins Josh to discuss the latest developments involving Iran. The two examine the continued challenges posed by the Iranian regime, growing concerns over its actions, and what the next steps should be for the United States as tensions continue to escalate.See omnystudio.com/listener for privacy information.
Max sits down with Sander Tordoir, Chief Economist at the Centre for European Reform and Senior Associate (Non-resident) with the CSIS Europe, Russia, and Eurasia Program to discuss his latest report: China shock 2.0: The cost of Germany's complacency – which argues that surging Chinese exports are hurting Germany's auto and machinery sectors and threatening Europe's economic model. They dig into whether Brussels has the tools and political will to push back on Beijing, and how one October deadline could force the bloc to confront these issues head-on. Mentioned: China Shock 2.0: The Cost of Germany's Complacency by Sander Tordoir and Brad Setser Feedback? Suggestions? Ideas to help us improve? Email us at erep@csis.org. If you love The Eurofile, let us know by subscribing and leaving a review wherever you get your podcasts. Check out our sister podcast, Russian Roulette.
New York City Mayor Zohran Mamdani just announced a new “pied-à-terre” tax on the cities wealthiest residents, and followed up by doxxing everyone it would impact. Today's Guest Host, Comedian & Heritage Foundation Media Fellow Tim Young is joined by Chief Economist for the Thomas A. Roe Institute for Economic Policy Studies, E.J. Antoni and Co-Owner of The Chicago Cubs & Founder of Freespoke Todd Ricketts to break down Mamdani's latest attack on the rich, before taking a look at the corporate aftermath of Cracker Barrel's disastrous rebrand and Big Tech's protection of Dr. Anthony Fauci being recently exposed.Plus, E.J. explains why gas prices remain at painfully high levels, even though our country possesses vast fossil fuel reserves.Subscribe to ‘Will Cain Country' on YouTube here: Watch Will Cain Country!Follow ‘Will Cain Country' on X (@willcainshow), Instagram (@willcainshow), TikTok (@willcainshow), and Facebook (@WillCainNews)Follow Will on X: @WillCain Learn more about your ad choices. Visit podcastchoices.com/adchoices
Should conservatives abandon their opposition to increasing taxes, or should they retain the long standing policy? Here to argue in the affirmative that they should abandon that is Oren Cass, founder and Chief Economist of American Compass and here arguing against changing course and continuing to oppose tax increases is Grover Norquist, founder and president […]
Ronnie Chatterji is the Chief Economist at OpenAI, where he leads research on how AI reshapes growth, jobs, and the economy. He is also an economics professor at Duke. He was previously the White House CHIPS coordinator implementing the $52B CHIPS Act, and before that the chief economist at the US Department of Commerce.In this episode of Summation, Ronnie and Auren discuss:The three things people actually do with ChatGPTThe 10x jump in people handing their work to AI Why the next big leap in AI is adoption and not capabilityThe case that AI could cause a population boom You can find Auren Hoffman on X at @auren and Ronnie Chatterji on X at @RonnieChatterji
Nowhere is the economy's resilience more evident than in the vehicle market. To break this down, the Inside Economics team is joined by colleague Mike Brisson, and the brain trust at Cox Automotive, including Jeremy Robb, Chief Economist, and repeat guest Jonathan Smoke, Chief Strategy Officer. The group weighs how the recent escalation of the Iran War is impacting gas prices and consumer decisions around new and used car buying, including EVs and hybrids. They also discuss how tariffs have (or haven't) affected vehicle prices over the past year and consider auto lending as interest rates rise. Following the stats game, the experts give their forecasts for vehicle sales. Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Recorded at the PSE-CEPR Policy Forum, Paris.In 2019 the IMF called the increasing adoption of industrial policy: "The return of the policy that shall not be named". No one is scared to name it in 2026. Governments in rich and poor economies alike are intervening to change what their countries produce, and the pace has picked up sharply.Zsóka Kóczán (EBRD) was one of the leads on the Transition Report 2024-25, which draws on a database of more than 31,000 industrial policies in 150 economies. She talks to Tim Phillips about who is using these policies, and the mistakes that happen when they aren't managed well. They multiply before elections, they discriminate against foreign interests, many are firm-specific - and until recently few had an end date, whether they worked or not. Picking winners is hard. Letting go of losers is even harder, she warns. The research behind this episode:EBRD. 2024. "Transition Report 2024-25: Navigating Industrial Policy." London: European Bank for Reconstruction and Development. The digital edition, with country assessments and interactive charts, is at 2024.tr-ebrd.com.To cite this episode:Phillips, Tim, and Zsoka Koczan. 2026. "Navigating industrial policy." VoxTalks Economics (podcast).About the guestZsoka Koczan is Associate Director and Lead Economist in the Office of the Chief Economist at the European Bank for Reconstruction and Development, where she works on the Transition Report, edits the Regional Economic Prospects and runs the Life in Transition Survey. Before joining the EBRD she was an economist at the International Monetary Fund. She holds a PhD in economics from the University of Cambridge, and her research spans income disparities within countries, migration and inequality.Research cited in this episodeMoving the goalposts. The analysis of industrial policy objectives in the report is developed in Koczan, Zsoka, Victoria Marino, and Alexander Plekhanov. 2025. "Moving the Goalposts: The Changing Objectives of Industrial Policy." EBRD Working Paper No. 311. It codifies the stated objectives of more than 31,000 industrial policies using large language model processing; in the EBRD regions and other emerging markets, around 75% of policies pursue multiple objectives, and more than 10% pursue three or more.The Juhász, Lane, Oehlsen and Pérez dataset. The report builds on the industrial policy dataset assembled by Réka Juhász, Nathan Lane, Emily Oehlsen, and Verónica C. Pérez in "The Who, What, When, and How of Industrial Policy: A Text-Based Approach" (STEG Working Paper No. WP050, 2023), which uses natural language processing to identify industrial policies in the Global Trade Alert repository; the EBRD team extended its coverage of emerging markets.The Global Trade Alert. An independent monitoring initiative that has documented policy interventions affecting international commerce since 2009; it is the underlying source for both datasets above.The policy that shall not be named. Cherif, Reda, and Fuad Hasanov. 2019. "The Return of the Policy That Shall Not Be Named: Principles of Industrial Policy." IMF Working Paper No. 19/74. The title captures how unfashionable the subject was among economists before its recent revival, which is Koczan's point in raising it; the interventions themselves never went away.Reagan's nine words. In 1986 President Ronald Reagan remarked that the nine most terrifying words in the English language were "I'm from the government and I'm here to help." Koczan cites the line as a marker of the era when industrial policy fell out of favour, and as a reminder that government failures can replace the market failures these policies are meant to correct.The Industrial Accelerator Act. The European Commission's proposal, presented in March 2026, would introduce "Made in EU" and low-carbon requirements for public procurement and support schemes in strategic sectors. Koczan cites it as evidence that the upward trend in industrial policy adoption is continuing.More VoxTalks Economics episodesEurope in the Middle, recorded at the same forum, in which Pol Antras and Beata Javorcik ask how Europe should make policy when it is caught between the US and China in a realigning world trade system.Addressing Global Imbalances, also from the forum, in which Gita Gopinath and Philip Lane discuss the third wave of global imbalances and what central banks can and cannot do about it.Related reading on VoxEUThe visible hand of the state: Industrial policies in emerging markets, a VoxEU column by the EBRD team presenting the Transition Report's findings on how emerging markets use industrial policy.The new economics of industrial policy, a VoxEU column by Réka Juhász, Nathan Lane and Dani Rodrik summarising the recent empirical literature on when these policies work.The return of industrial policy in data, a VoxEU column introducing the New Industrial Policy Observatory and documenting the recent wave of interventions.
On Food Talk with Dani Nierenberg, Dani speaks with Maximo Torero, Chief Economist for the U.N. Food and Agriculture Organization about the latest report on the State of Food Security and Nutrition in the World. They discuss the decline in global hunger, why the cost of a healthy diet is significantly higher than in 2020, and the policies that can help countries expand access to nutritious food for all. Plus, farmers in Bangladesh protest harmful pesticides, the Rodale Institute announces an ambitious campaign to transition 10 million acres to organic and regenerative organic, USDA employees warn relocation plans threaten the agency, and Brazil's government announces support for a program boosting food security in Namibia. While you're listening, subscribe, rate, and review the show; it would mean the world to us to have your feedback. You can listen to "Food Talk with Dani Nierenberg" wherever you consume your podcasts.
Americans say they feel bad about the economy. Their spending tells a different story. Michelle Meyer, Chief Economist at Mastercard and head of the Mastercard Economics Institute, joins Liz Thomas to share her perspective on what Mastercard is seeing in real-time spending data. The episode looks at why consumer sentiment has stayed weak even as spending has held up. Meyer says the data shows consumers are still buying, but the easy spending environment has changed. Higher prices have made people more selective. That puts more pressure on companies that once had more room to pass costs through. The conversation uses travel as one example of the gap between mood and behavior. And also looks at how spending behavior is changing beneath the headline numbers, from online returns to the way people research purchases before they buy. This episode is for informational purposes only and should not be considered investment advice. Subscribe to The Important Part for smarter conversations about markets, investing and the forces shaping your financial future. For more, read Liz's column every Thursday at On The Money by SoFi, and follow Liz on Twitter @LizThomasStrat. Additional resources: On The Money: Sign up for SoFi's newsletter for intel, insights, and inspo to help you get your money right. Investing 101 Center: At SoFi, we believe investing is for everyone — which is why we've created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more. Wealth Investing Guide: Information you need to know to make your money work harder for you. This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www. SoFi.com/Legal. ©2026 Social Finance, Inc. All Rights Reserved.
Stephen Grootes speaks to Sanisha Packirisamy, Chief Economist at Momentum Investments, about South Africa's inflation unexpectedly accelerating to 5% in June, driven largely by surging fuel prices following renewed geopolitical tensions in the Middle East. In other interviews, banking analyst Kokkie Kooyman talks about Pepkor's decision to merge Flash and Shop2Shop into a new fintech platform valued at more than R21 billion, with ambitions for a future standalone listing. The deal creates one of South Africa's largest merchant commerce and fintech businesses The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
Stephanie Roth is the Chief Economist at Wolfe Research. In this conversation, we break down whether inflation has peaked, why tariffs, AI chip shortages, and the Iran war are driving short-term prices, and why consumers feel poor despite a resilient economy. We also cover trust in government data, incoming Fed chair Kevin Warsh, the 2026 IPO wave, and the bitcoin and gold debasement trade.==================Award-winning Fountain Life - Energy supercharged. Memory sharper. Life extended. Ready for the best investment you'll ever make? Schedule a life-changing call at http://fountainlife.com/pomp Get $1,000 off the cost of a life-changing membership with Fountain Life when you schedule a call at https:www.http://fountainlife.com/pomp==================Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you're rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!==================Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/pomp==================0:00 - Intro1:03 - Has inflation peaked? Tariffs, AI & energy price drivers5:14 - Why consumers feel poor despite a strong economy7:43 - Can you trust government economic data?13:54 - Housing affordability & why NYC rent hit an all-time high17:43 - Return to office, commutes & worker productivity21:37 - Kevin Warsh takes over the Fed — what's changed?30:57 - Could the Fed cut rates to influence the 2026 election?35:42 - The mega IPO wave & the AI bubble question41:32 - What happened to the bitcoin & gold debasement trade?43:00 - What keeps a chief economist up at night?