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In the latest Market Signals podcast, LPL Research's Jeffrey Buchbinder, Chief Equity Strategist, and Dr. Jeffrey Roach, Chief Economist, discuss the latest move higher in interest rates, dissect Friday's jobs report, explain why the bull market deserves the benefit of the doubt after last week's selloff, and preview this week's economic calendar. Tracking #: 681641
ANZ Research has pulled forward its forecast for Australia's first rate cut to February from May after soft inflation data. But US rates expectations have risen after strong US jobs growth. That combination has dragged the AUD down to post-Covid lows. In our first bonus deep dive interview for 2025, ANZ's Chief Economist for Greater China Raymond Yeung explains why China's economy may well achieve its 5% growth target for 2024. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
THE TIM JONES AND CHRIS ARPS SHOW 0:00 SEG 1 Speaker’s Stump Speech is about the California wildfires and is brought to you by https://www.hansenstree.com/ 17:40 SEG 2 DR. AARON HEDLUND, Chief Economist at The Show Me Institute and former Chief Domestic Economist and Senior Advisor at the White House Council of Economic Advisors | he calls us | TOPIC: The need for MOGE: Missouri Office of Government Efficiency | The start of the legislative session | The need for a Missouri Taxpayer Bill of Rights. https://aaronhedlund.com/ https://twitter.com/aaron_hedlund 34:33 SEG 3 Producer Joey V. reviews the Trump biopic "The Apprentice" https://newstalkstl.com/ FOLLOW TIM - https://twitter.com/SpeakerTimJones FOLLOW CHRIS - https://twitter.com/chris_arps 24/7 LIVESTREAM - http://bit.ly/NEWSTALKSTLSTREAMS RUMBLE - https://rumble.com/NewsTalkSTL See omnystudio.com/listener for privacy information.
THE TIM JONES AND CHRIS ARPS SHOW 0:00 SEG 1 Speaker’s Stump Speech is about the California wildfires and is brought to you by https://www.hansenstree.com/ 17:40 SEG 2 DR. AARON HEDLUND, Chief Economist at The Show Me Institute and former Chief Domestic Economist and Senior Advisor at the White House Council of Economic Advisors | he calls us | TOPIC: The need for MOGE: Missouri Office of Government Efficiency | The start of the legislative session | The need for a Missouri Taxpayer Bill of Rights. https://aaronhedlund.com/ https://twitter.com/aaron_hedlund 34:33 SEG 3 Producer Joey V. reviews the Trump biopic "The Apprentice" https://newstalkstl.com/ FOLLOW TIM - https://twitter.com/SpeakerTimJones FOLLOW CHRIS - https://twitter.com/chris_arps 24/7 LIVESTREAM - http://bit.ly/NEWSTALKSTLSTREAMS RUMBLE - https://rumble.com/NewsTalkSTL See omnystudio.com/listener for privacy information.
The news of the winding up of ArcelorMittal South Africa long steel business operations in Newcastle Works and Vereeniging , does not bode well for the South African industrialization agenda. This is according to Don Consultancy Group , Chief Economist , Chifi Mhango. The closure set to take effect at the end of January, will result in approximately 3,500 direct job losses, with industry experts warning of far more extensive damage to the broader economy. To unpack Bongiwe Zwane spoke to Don Consultancy Group (DCG) Chief Economist, Chifi Mhango..
In this episode, I chat with Chris Elliott, Chief Economist from Restaurants Canada about how the industry did during 2024 and where it's headed in 2025. FOLLOW US ON INSTAGRAM – Shawn Soole https://www.instagram.com/shawnsoole/ Soole Hospitality Concepts https://www.instagram.com/soolehospitalityconcepts/ FOLLOW US ON YOUTUBE - https://www.youtube.com/@PostShiftPodcast
Almost all national economic signals are looking good as the nation prepares for a presidential transition to a more “space-minded” administration under Donald Trump. As the incoming president established the U.S. Space Force five years ago, the belief is he could double that service branch's budget to solidify his legacy and infuse cash into the U.S.-based space economy. Laura Winter speaks with The DownLink regulars Chris Quilty, founder of Quilty Space; and George Pullen, Partner and Chief Economist at MilkyWayEconomy.
The practice of profiting from prison labor, both inside prisons and outside for private industries is complex and fraught. Last month in Alabama, a Hyundai supplier ended its work release program following intense pressure to do so. But, in California, Proposition 6, which would have banned involuntary prison labor, was defeated last November. Are laws that allow private industry as well as state governments to profit from prison labor constitutional? Darrick Hamilton, the Henry Cohen Professor of Economics and Urban Policy at The New School, and Chief Economist of the AFL-CIO joins The Excerpt to explain the way some of these programs work and to share what both proponents and detractors of the practice say about them.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Nosipho Radebe is in conversation with Dawie Roodt, Chief Economist at Efficient GroupSee omnystudio.com/listener for privacy information.
Erfahre hier mehr über unseren Partner Scalable Capital - dem Broker mit Flatrate und Zinsen. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Aktien + Whatsapp = Hier anmelden. Lieber als Newsletter? Geht auch. Das Buch zum Podcast? Jetzt lesen. Meta macht auf X.com & stampft Fact-Checking ein. TaskUs leidet. Trump, Dana White & Musk freut's. Freude gab's ansonsten durch Übernahmen bei Getty & Shutterstock, Stryker & Inari, Cintas & UniFirst. Außerdem hilft Moderna gegen Vogelgrippe & Volvo läuft. KION, Aurora & Micron haben gestern dank NVIDIA-Rückenwind zugelegt. Nur NVIDIA (WKN: 918422) hat vom Rückenwind nix gemerkt. Denn Innovation allein bringt noch kein Geld. Alle schauen auf die Leitzinsen der FED und EZB. Aber: Gut Ding braucht Weile und auch China ist einen Blick wert. Was Aktionäre sonst noch über Zinsen wissen müssen, haben wir mit Christian Röhl besprochen - dem Chief Economist von Scalable Capital. Diesen Podcast vom 08.01.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.
The Atlantic Magazine recently awarded the US economy “superstar status” – calling it the “Taylor Swift” of global economies – for its robust sustained performance. Closer to home, Central Ohio's economy also appears to be roaring along, with the region leading the Buckeye State in growth. What's in store for Central Ohio's economy and our region in 2025? Hear what the year ahead looks like for Central Ohio's economy from a panel of leading experts at CMC's first program of 2025 and one of the year's most popular forums. Featuring: Dr. Joyce Chen, Professor of Economics in Women's, Gender and Sexuality Studies, The Ohio State University Kathy Bostjancic, Senior Vice President and Chief Economist, Nationwide Mutual Dr. Bill LaFayette, Owner, Regionomics The host is Benjamin Lanka, Business Editor, The Columbus Dispatch. This forum was sponsored by Smoot Construction, Frost Brown Todd, The Columbus Region, Ian Alexander Photography, and PNC. The presenting sponsor of the CMC livestream was The Center for Human Kindness at the Columbus Foundation. Our livestream partner was The Columbus Dispatch. This forum was supported by Vue Columbus. This forum was recorded before a live audience at Vue Columbus in the Brewery District on January 8, 2025.
Goldman Sachs Chief Economist Jan Hatzius says inflation would come down quicker if President-elect Donald Trump does not institute tariffs on all imports. Trump has promised 10% to 20% across-the-board tariffs on all imported goods. Hatzius also says he expects the Federal Reserve to cut interest rates three times this year. He is joined by Bloomberg's Matt Miller, Katie Greifeld, and Sonali Basak.See omnystudio.com/listener for privacy information.
On Episode 475 of The Core Report, financial journalist Govindraj Ethiraj talks to DK Joshi, Chief Economist at CRISIL. We also feature an excerpt from our interview from episode 465 with Dinesh Kanabar, tax expert and CEO at Dhruva Advisors. SHOW NOTES (00:00) Stories Of The Day (01:00) Markets pause (04:15) Rupee recovers, rises sharply (05:30) GDP growth slows, advance estimates show (14:25) Car sales and their surprising fall (16:07) Microsoft to invest $3 billion in data infrastructure in India India Energy Week, Feb 11-14 Listeners! We await your feedback.... The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirements For more of our coverage check out thecore.in Join and Interact anonymously on our whatsapp channel Subscribe to our Newsletter Follow us on: Twitter | Instagram | Facebook | Linkedin | Youtube
Seth Carpenter, Chief Economist at Morgan Stanley, takes a look at what could be in store for the global economy as Trump re-enters the White House. He speaks with hosts Tom Keene and Paul Sweeney.See omnystudio.com/listener for privacy information.
In this podcast, Paulita Pike, CIS Trustee and Managing Partner of Ropes & Gray, moderates a panel from our 2024 Symposium on What Keeps Us Up At Night. Panelists include Adam Berger, Senior Managing Director, Multi-Asset Strategist and Portfolio Manager at Wellington Management, Michelle Knight, CEO & Chief Economist at Ropes Wealth Partners, and Paul Schott Stevens, CIS Trustee and Retired CEO of the Investment Company Institute. Highlights Interest rates and their impact on the economy. Discussion on role and independence of the Federal Reserve. Concerns over fiscal spending and budget deficit. Geopolitical risks and inflation concerns. Rising government debt and impact on future generations. Discussion on budget deficit and fiscal responsibility. Inflation and its effect on income inequality. Evaluation of equity valuations and potential bubbles. The complexities of AI and its contrasting impact. Personal story on AI's positive impact in healthcare. The need for thoughtful regulation of AI. Episode Resources Connect with Catholic Investment Services https://catholicinvest.org/about-us/ https://catholicinvest.org/about-us/#board-of-trustees https://catholicinvest.org/contact-us/ https://catholicinvest.org/cis-institute/
For the first 2025 episode we invited David Bassanese, Chief Economist at Betashares who goes through some 2024 market performance highlights to set the scene for what, in his view, it is to come in 2025. Join us to hear his thoughts about unemployment, inflation, rate cuts and how we compare to other countries; what data is showing about a possible cooling in the housing market and 2024 best performing sectors. Looking ahead he discusses the impact of a second Trump's presidency, US Federal debt and their role in global markets
Happy New Year and Happy 9th Anniversary to us!We made it to 9 years. Wild. I know everyone looking back on things says how much they've seen change, but wow, we sure have seen a lot change since we started this thing. What a ride. Thanks for joining us for the trip. Maybe we'll throw a big party for the 10 year celebration.This week we talk about Dry January. Nate's going dry, I'm dry for now due to #DoctorsOrders, and Brian is still very wet. If you do go dry, don't forget your local breweries. Go grab a bite, see if they have any NA offerings, maybe try a mocktail. They need you now more than ever.Big news from the Brewers Association as Bart Watson is appointed President and CEO. Bart was formerly the Chief Economist at the BA and shared all the facts and figures on what was happening in the craft beer world. He joined us on the show back in 2018, you can check that out here. (I have no idea where the Duke's Mayo ad on that show came from.)For the crappy news that seems so common these days we report that RateBeer is shutting down and that beer drinking in 2024 was the lowest it's been in a generation, and the report that it's possible the popularity of Ozempic is impacting beer sales. Pfft.Cheers to 2025, Y'all! Hope it's a great one!TimThanks for listening to Beer Guys Radio! Your hosts are Tim Dennis and Brian Hewitt with producer Nate "Mo' Mic Nate" Ellingson and occasional appearances from Becky Smalls.Subscribe to Beer Guys Radio on your favorite app: Apple Podcasts | Google Podcasts | Spotify | Stitcher | RSSFollow Beer Guys Radio: Facebook | Instagram | Twitter | YouTube If you enjoy the show we'd appreciate your support on Patreon. Patrons get cool perks like early, commercial-free episodes, swag, access to our exclusive Discord server, and more!
On episode 172 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Brian Wesbury, Chief Economist at First Trust Advisors to discuss his outlook on 2024, Recessions, Monetary Policy, Bitcoin, being an Eagle Scout and more! This episode is sponsored by iShares by BlackRock! To learn more, visit: ishares.com/bitcoin! IBIT is the largest spot bitcoin ETP by AUM as of 11/30/24 and most traded spot bitcoin ETP by 20-day avg. trading volumes from 1/11/24-7/24/24. Source BlackRock and Bloomberg. This information must be accompanied by a current iShares Bitcoin Trust ETF prospectus, which may be obtained by clicking here. Please read the prospectus carefully before investing. Investing involves a high degree of risk, including possible loss of principal. An investment in the Trust is not suitable for all investors, may be deemed speculative and is not intended as a complete investment program. The iShares Bitcoin Trust ETF is not an investment company registered under the Investment Company Act of 1940, and therefore is not subject to the same regulatory requirements as mutual funds or ETFs registered under the Investment Company Act of 1940. This information should not be relied upon as research, investment advice, or a recommendation regarding any products, strategies, or any security in particular. This material is strictly for illustrative, educational, or informational purposes and is subject to change. Investing in digital assets involves significant risks due to their extreme price volatility and the potential for loss, theft, or compromise of private keys. iSHARES and BLACKROCK are trademarks of BlackRock, Inc., or its subsidiaries in the United States and elsewhere. All other marks are the property of their respective owners. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. ETFs invested in digital assets are speculative and involve a high degree of risk. Before making an investment decision, you should consider carefully the risks included in the prospectus. The trading prices of many digital assets, including bitcoin, have experienced extreme volatility in recent periods and may continue to do so. Extreme volatility in the future, including further declines in the trading prices of bitcoin, could have a material adverse effect on the value of the ETF shares and the shares could lose all or substantially all of their value. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of the STR Data Lab, Jamie Lane, Chief Economist at AirDNA, discusses with Skift CEO Rafat Ali the future trajectory of Airbnb. The conversation delves into potential new business lines for Airbnb as it aims to launch billion-dollar ventures by 2025 and 2026. Lane talks about the need for Airbnb to expand beyond its core accommodations to maintain growth, especially as the short-term rental industry matures. They cover Airbnb's new co-hosting network, which offers services like listing setup, guest communications, cleaning, and more. Jamie also explores potential new markets, such as car, boat, and plane rentals, and home improvement services. There's discussion on the role of trust in Airbnb's platform, their potential loyalty program, and the ability to monetize their ecosystem through ads and promote listings. They examine Brian Chesky's vision for expanding Airbnb into a multi-billion dollar business and its parallels with Amazon's growth strategy. Jamie suggests the prospects of creating physical social networks and meeting spaces for Airbnb guests. They consider whether these expansions could make Airbnb an indispensable part of travel, akin to Amazon Prime, offering enhanced services and experiences. The episode concludes with reflections on the challenges and potential obstacles Airbnb might face in these ambitious expansions, and the community-driven value that these initiatives could bring to the Airbnb platform. You don't want to miss this episode! ~~~~ Signup for AirDNA for FREE
Will Canada's loonie get weaker in 2025? Guest: John Rapley, Academic and Author of “Why Empires Fall” and “Twilight of the Money Gods” Why does time slow down in altered states of consciousness? Guest: Dr. Steve Taylor, Senior Lecturer in Psychology at Leeds Beckett University What's happening with newborn orca calves in BC? Guest: Jessica Scott, Senior Manager of the Ocean Wise Whales Initiative Why your New Year's resolution won't work Guest: Tracy Brower, PhD Sociologist and Author Why are Norovirus cases increasing? Guest: Dr. Isaac Bogoch, Infectious Disease Specialist at the University Health Network How will BC's flipping tax impact the housing market? Guest: Brendon Ogmundson, Chief Economist of British Columbia's Real Estate Association Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, I sit down with Peter Schiff, Chief Economist and Global Strategist at Euro Pacific Asset Management and host of The Peter Schiff Show. We review the key economic events of 2024 and look ahead to 2025, discussing critical topics like inflation, Federal Reserve policy, the U.S. dollar, gold, and geopolitical risks. Get insights into Peter's predictions for the markets and strategies for navigating the year ahead. #gold #fed #inflation ----------- Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver ------------
How will BC's flipping tax impact the housing market? Guest: Brendon Ogmundson, Chief Economist of British Columbia's Real Estate Association Learn more about your ad choices. Visit megaphone.fm/adchoices
Listen to part seven of an excerpt from the most recent University of South Carolina Darla Moore School of Business Economic Outlook Conference, with guest speaker Curtis Dubay, Chief Economist, U.S. Chamber of Commerce.
Segment 1: Trevor Wagener, Chief Economist and Director of the Research Center, Computer & Communications Industry Association, joins John to share the latest report on retail shoppers and the role the internet plays in their decisions when shopping. Segment 2: DCASE commissioner Clinée Hedspeth joins to talk about Chicago’s New Year’s Eve celebration and where […]
Hear part six of an excerpt from the most recent University of South Carolina Darla Moore School of Business Economic Outlook Conference, featuring Curtis Dubay, Chief Economist, U.S. Chamber of Commerce.
On 1 January 2025, South African motorists will face a fuel price hike, with petrol increasing by 12 to 19 cents per litre and diesel by 7.5 to 10.5 cents per litre. Dr. Azar Jammine, Director and Chief Economist at Econometrix, joined Graeme Raubenheimer to unpack the factors driving this increaseSee omnystudio.com/listener for privacy information.
In October, federal Treasurer Jim Chalmers said the peak of inflation has passed, and the worst of the recent economic turbulence was behind Australia. At the same time, consumer data from NAB echoed that sentiment, reporting more optimism amongst Australian consumers. But does that match the reality for young Australians? How will we know when the cost of living crisis is over? On today's episode, Sam is joined by Greg Jericho, the Australia Institute's Chief Economist. Host: Sam Koslowski Want to support The Daily Aus? That's so kind! The best way to do that is to click ‘follow’ on Spotify or Apple and to leave us a five-star review. We would be so grateful. The Daily Aus is a media company focused on delivering accessible and digestible news to young people. We are completely independent. Want more from TDA?Subscribe to The Daily Aus newsletterSubscribe to The Daily Aus’ YouTube Channel Have feedback for us?We’re always looking for new ways to improve what we do. If you’ve got feedback, we’re all ears. Tell us here.See omnystudio.com/listener for privacy information.
A red wave swept over the USA on 5 November 2024 as the Republican Party under former president Donald Trump won the presidential race and claimed a majority in both houses of Congress. If Trump's campaign rhetoric is to be believed, then his return to the White House will bring with it a renewed commitment to protectionism, an upheaval of trade norms, and significant implications for economies worldwide. To discuss these potential implications and explore how a second Trump presidency will reshape global trade, finance, and geopolitical dynamics, Trade Finance Global spoke with Rebecca Harding, Economist at Rebeccanomics; Robert Besseling, CEO at Pangea Risk; Alisa DiCaprio, former Chief Economist at R3; and Simon Everett, Trade Policy Expert on the day the results were announced. https://www.tradefinanceglobal.com/posts/podcast-s2-e29-tariffs-trade-wars-transformation-next-4-yrs-trump/
In this Special Edition of The Core Report, financial journalist Govind Ethiraj engages with DK Joshi, Chief Economist at CRISIL, to provide a comprehensive analysis of India's economic trajectory. The discussion delves into how investment patterns have evolved since 2019-20, the pandemic's lasting impact on GDP, and the alternative paths India's economy could have taken. Joshi sheds light on the critical need to address skill mismatches, prioritise vocational training, and enhance workforce productivity. He examines the unprecedented dip in private consumption for 2023-24 and the complex dynamics of premiumisation affecting the mass market. The conversation also explores the importance of updating India's labor data through a new census, the migration of labor from agriculture to high-productivity sectors, and the economic implications of workforce mobility. Climate change perspectives take center stage as Joshi discusses India's pragmatic approach to balancing environmental goals with affordability and security concerns. Looking ahead to 2025, he provides insights into tariff challenges, India's strategic global positioning, the transformative role of digitalization, and an optimistic forecast for interest rates. This episode offers a thorough exploration of the forces shaping India's economic future. (00:00) Introduction and Economic Transformation(03:12) Migration Trends and Regional Shifts in Agriculture(07:34) Climate Vulnerability and Its Impact on India(11:26) Energy Security, Affordability, and Transition Dynamics(17:03) Climate Adaptation: Food Inflation and Microfinance Challenges(22:11) The Role of Cold Chains and Food Processing(26:42) Internal Resilience and Economic Growth Projections for 2025(31:03) Climate and Migration: Policy Challenges Ahead(34:25) Global Trade Dynamics and Tariff Implications(37:19) Cryptocurrency Resurgence and Its Implications(38:22) Energy Policies and Carbon Capture Technology(38:53) Domestic Challenges: Food Inflation and Capex Momentum(39:00) Closing Remarks and Policy Priorities Listeners! We await your feedback.... The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirements. For more of our coverage check out thecore.in Join and Interact anonymously on our whatsapp channel Subscribe to our Newsletter Follow us on: Twitter | Instagram | Facebook | Linkedin | Youtube
Join host Marco Annunziata and guest Dr. Sophia Ononye, Founder and CEO of The Sophia Consulting Firm, as they explore how scientificstorytelling reshapes healthcare ecosystems and drives systemic transformation.In this illuminating discussion, discover how emerging communication models are breaking down traditional boundaries betweenscientists, healthcare providers, and patients - creating new patterns of interaction and value creation. Learn how ecosystemic thinking revolutionizes everything from clinical trials to drug development while building more resilient healthcare systems.Highlights- How ecosystem models are reshaping healthcare communication- Building trust networks across healthcare stakeholders- New patterns of collaboration between industry, academia, and patients- Breaking down silos through scientific storytelling- Creating more resilient healthcare systems through trust and education- Cross-border healthcare innovation and knowledge sharingGuestDr. Sophia Ononye - Founder & CEO of The Sophia Consulting Firm, creator of the Amplifying Scientific Innovation video podcast,and a pioneering voice in scientific communication and healthcare equityHost Marco Annunziata - Co-founder of Annunziata + Desai Advisors and former Chief Economist and Head of Business Innovation Strategy at GE, bringing deep expertise in economic trends, technology, and innovationSeries Hosts: Vikram Shyam, Lead Futurist, NASA Glenn Research CenterDyan Finkhousen, Founder & CEO, Shoshin Works
It was a volatile year for the Canadian economy. Host Mike Eppel speaks with Doug Porter, Chief Economist at BMO about what predictions came true this year and what Canadians can expect in 2025. We love feedback at The Big Story, as well as suggestions for future episodes. You can find us:Through email at hello@thebigstorypodcast.ca Or @thebigstoryfpn on Twitter
Dive into 2024's top property insights with Sam Stubbs, Founder of Simplicity, Jarrod Kerr, Chief Economist at Kiwibank, Matt Harris, Managing Director of Lighthouse Financial and James Kellow, Director of NZMS. From expert strategies on navigating the housing market to securing investments and building wealth, these highlights are packed with actionable advice to help both seasoned investors and first-time buyers thrive in real estate. This episode is proudly sponsored by Partners Life. For more money tips follow us on: Facebook Instagram LinkedIn TikTok YouTube The content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to take into consideration your own personal situation and goals before making any financial decisions.
The Lykken on Lending podcast welcomes Mark Fleming, Senior Vice President for Decision Science and Chief Economist at First American Financial Corporation, for a thought-provoking discussion on the current housing market, mortgage rates, and the challenges and opportunities facing the industry. Mark shares his expert analysis of the Federal Reserve's recent decisions, the evolving economic landscape, and insights on the future of the housing market, including trends in construction, affordability for first-time homebuyers, and the potential impact of regulatory changes. With a mix of data-driven expertise and optimism, this episode sheds light on how the industry can navigate 2025 with stability and innovation.
The Conference Board Chief Economist Dana Peterson discusses the release of the latest consumer report, and consumer worries about prices and inflation. Peterson spoke with Bloomberg's Alix Steel and Vonnie Quinn.See omnystudio.com/listener for privacy information.
What is the biggest takeaway from the December Consumer Confidence Index® from The Conference Board? In short, the recent rebound in consumer confidence was not sustained in December, as consumers expressed discontent with inflation and future business conditions. Join Mitchell Barnes and guest Dana Peterson, Chief Economist and Leader of the Economy, Strategy & Finance Center at The Conference Board, for their full conversation about how consumer sentiment could weigh on US economic growth and what's ahead for the labor market. For more from The Conference Board: US Consumer Confidence Pulled Back in December Download the full Consumer Confidence Survey Report
The recent retreat from globalization has been triggered by a perception that increased competition from global trade is not fair and leads to increased inequality within countries. Is this phenomenon a small hiccup in the overall wave of globalization, or are we at the beginning of a new era of deglobalization? Former Chief Economist of the World Bank Group Pinelopi Koujianou Goldberg tells us that the answer depends on the policy choices we make, and in The Unequal Effects of Globalization (MIT Press, 2023), she calls for exploring alternative policy approaches including place-based policies, while sustaining international cooperation. At this critical moment of shifting attitudes toward globalization, The Unequal Effects of Globalization enters the debate while also taking a step back. Goldberg investigates globalization's many dimensions, disruptions, and complex interactions, from the late twentieth century's wave of trade liberalizations to the rise of China, the decline of manufacturing in advanced economies, and the recent effects of trade on global poverty, inequality, labor markets, and firm dynamics. From there, Goldberg explores the significance of the recent backlash against and potential retreat from globalization and considers the key policy implications of these trends and emerging dynamics. As comprehensive as it is well-balanced, The Unequal Effects of Globalization is an essential read on trade and cooperation between nations that will appeal as much to academics and policymakers as it will to general readers who are interested in learning more about this timely subject. Pinelopi (Penny) Koujianou Goldberg is the Elihu Professor of Economics and Global Affairs and an Affiliate of the Economic Growth Center at Yale University. She holds a joint appointment at the Yale Department of Economics and the Jackson School of Global Affairs. From 2018 to 2020, she was the Chief Economist of the World Bank Group. Goldberg was President of the Econometric Society in 2021 and has previously served as Vice-President of the American Economic Association. From 2011-2017 she was Editor-in-Chief of the American Economic Review. She is member of the National Academy of Sciences and the American Academy of Arts and Sciences, recipient of Guggenheim Memorial Foundation and Sloan Research Fellowships, and recipient of the Bodossaki Prize in Social Sciences. She is also a Distinguished Fellow of the Centre for Economic Policy Research (CEPR), research associate at the National Bureau of Economics Research (NBER), research fellow at the Institute for Fiscal Studies (IFS) in London, UK, fellow of the CESifo research network in Germany, and member of the board of directors of the Bureau of Research and Economic Analysis of Development (BREAD). Interviewer Peter Lorentzen is an Associate Professor of Economics at the University of San Francisco, a nonresident scholar at the UCSD 21st Century China Center, an alumnus of the Public Intellectuals Program of the National Committee on US-China Relations, and is currently a visiting scholar at the Stanford Center on China's Economy and Institutions. His research focuses on the economics of information, incentives, and institutions, primarily as applied to the development and governance of China. He created the unique Master's of Science in Applied Economics at the University of San Francisco, which teaches the conceptual frameworks and practical data analytics skills needed to succeed in the digital economy. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network
The recent retreat from globalization has been triggered by a perception that increased competition from global trade is not fair and leads to increased inequality within countries. Is this phenomenon a small hiccup in the overall wave of globalization, or are we at the beginning of a new era of deglobalization? Former Chief Economist of the World Bank Group Pinelopi Koujianou Goldberg tells us that the answer depends on the policy choices we make, and in The Unequal Effects of Globalization (MIT Press, 2023), she calls for exploring alternative policy approaches including place-based policies, while sustaining international cooperation. At this critical moment of shifting attitudes toward globalization, The Unequal Effects of Globalization enters the debate while also taking a step back. Goldberg investigates globalization's many dimensions, disruptions, and complex interactions, from the late twentieth century's wave of trade liberalizations to the rise of China, the decline of manufacturing in advanced economies, and the recent effects of trade on global poverty, inequality, labor markets, and firm dynamics. From there, Goldberg explores the significance of the recent backlash against and potential retreat from globalization and considers the key policy implications of these trends and emerging dynamics. As comprehensive as it is well-balanced, The Unequal Effects of Globalization is an essential read on trade and cooperation between nations that will appeal as much to academics and policymakers as it will to general readers who are interested in learning more about this timely subject. Pinelopi (Penny) Koujianou Goldberg is the Elihu Professor of Economics and Global Affairs and an Affiliate of the Economic Growth Center at Yale University. She holds a joint appointment at the Yale Department of Economics and the Jackson School of Global Affairs. From 2018 to 2020, she was the Chief Economist of the World Bank Group. Goldberg was President of the Econometric Society in 2021 and has previously served as Vice-President of the American Economic Association. From 2011-2017 she was Editor-in-Chief of the American Economic Review. She is member of the National Academy of Sciences and the American Academy of Arts and Sciences, recipient of Guggenheim Memorial Foundation and Sloan Research Fellowships, and recipient of the Bodossaki Prize in Social Sciences. She is also a Distinguished Fellow of the Centre for Economic Policy Research (CEPR), research associate at the National Bureau of Economics Research (NBER), research fellow at the Institute for Fiscal Studies (IFS) in London, UK, fellow of the CESifo research network in Germany, and member of the board of directors of the Bureau of Research and Economic Analysis of Development (BREAD). Interviewer Peter Lorentzen is an Associate Professor of Economics at the University of San Francisco, a nonresident scholar at the UCSD 21st Century China Center, an alumnus of the Public Intellectuals Program of the National Committee on US-China Relations, and is currently a visiting scholar at the Stanford Center on China's Economy and Institutions. His research focuses on the economics of information, incentives, and institutions, primarily as applied to the development and governance of China. He created the unique Master's of Science in Applied Economics at the University of San Francisco, which teaches the conceptual frameworks and practical data analytics skills needed to succeed in the digital economy. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/critical-theory
The recent retreat from globalization has been triggered by a perception that increased competition from global trade is not fair and leads to increased inequality within countries. Is this phenomenon a small hiccup in the overall wave of globalization, or are we at the beginning of a new era of deglobalization? Former Chief Economist of the World Bank Group Pinelopi Koujianou Goldberg tells us that the answer depends on the policy choices we make, and in The Unequal Effects of Globalization (MIT Press, 2023), she calls for exploring alternative policy approaches including place-based policies, while sustaining international cooperation. At this critical moment of shifting attitudes toward globalization, The Unequal Effects of Globalization enters the debate while also taking a step back. Goldberg investigates globalization's many dimensions, disruptions, and complex interactions, from the late twentieth century's wave of trade liberalizations to the rise of China, the decline of manufacturing in advanced economies, and the recent effects of trade on global poverty, inequality, labor markets, and firm dynamics. From there, Goldberg explores the significance of the recent backlash against and potential retreat from globalization and considers the key policy implications of these trends and emerging dynamics. As comprehensive as it is well-balanced, The Unequal Effects of Globalization is an essential read on trade and cooperation between nations that will appeal as much to academics and policymakers as it will to general readers who are interested in learning more about this timely subject. Pinelopi (Penny) Koujianou Goldberg is the Elihu Professor of Economics and Global Affairs and an Affiliate of the Economic Growth Center at Yale University. She holds a joint appointment at the Yale Department of Economics and the Jackson School of Global Affairs. From 2018 to 2020, she was the Chief Economist of the World Bank Group. Goldberg was President of the Econometric Society in 2021 and has previously served as Vice-President of the American Economic Association. From 2011-2017 she was Editor-in-Chief of the American Economic Review. She is member of the National Academy of Sciences and the American Academy of Arts and Sciences, recipient of Guggenheim Memorial Foundation and Sloan Research Fellowships, and recipient of the Bodossaki Prize in Social Sciences. She is also a Distinguished Fellow of the Centre for Economic Policy Research (CEPR), research associate at the National Bureau of Economics Research (NBER), research fellow at the Institute for Fiscal Studies (IFS) in London, UK, fellow of the CESifo research network in Germany, and member of the board of directors of the Bureau of Research and Economic Analysis of Development (BREAD). Interviewer Peter Lorentzen is an Associate Professor of Economics at the University of San Francisco, a nonresident scholar at the UCSD 21st Century China Center, an alumnus of the Public Intellectuals Program of the National Committee on US-China Relations, and is currently a visiting scholar at the Stanford Center on China's Economy and Institutions. His research focuses on the economics of information, incentives, and institutions, primarily as applied to the development and governance of China. He created the unique Master's of Science in Applied Economics at the University of San Francisco, which teaches the conceptual frameworks and practical data analytics skills needed to succeed in the digital economy. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/world-affairs
In this episode, we highlight some of the top share market and economic insights of 2024, featuring expert guests Jarrod Kerr, Chief Economist at Kiwibank, Sam Stubbs, Founder of Simplicity, Dean Anderson, Founder of Kernel, and Murray Harris, Head of KiwiSaver at Milford. From share market trends to KiwiSaver strategies and investment tips, these top insights will help guide your financial decisions in 2025 and beyond. This episode is proudly sponsored by Partners Life. For more money tips follow us on: Facebook Instagram LinkedIn TikTok YouTube The content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to take into consideration your own personal situation and goals before making any financial decisions.
Australia's hopes for some strengthening in growth in 2025 rest on a pickup in household spending to support the public demand currently underpinning the economy. Meanwhile, housing, immigration, and inflation pose interlinked challenges – with geopolitical risks on the horizon. Chief Economist, Su-Lin Ong, and Macro Rates Strategist, Rob Thompson, join Rod Ireland, Head of Global Markets, APAC, to assess the prospects in this episode of RBC Capital Markets' Strategic Alternatives podcast.
In this episode of the STR Data Lab Jamie Lane, Chief Economist at AirDNA, and Scott Sage recap November's key metrics in the short-term rental market and projections for the future. They discuss metrics such as Average Daily Rate (ADR), occupancy, RevPAR, listings, and demand growth, all of which exhibited positive year-over-year signals. Special attention is given to ADR, which saw a 7% growth in November, partly due to easy comparisons with last year's 3.9% decline. The hosts highlight the deceleration in supply growth from 15% last year to 4% this year and its positive impact on occupancy and pricing power. Additionally, they explore the influence of economic drivers like inflation, Fed decisions, and the potential implications of a Trump presidency on the short-term rental market. They anticipate a slight increase in inflation rates and higher interest rates into 2026, which could affect investment and supply dynamics. The discussion rounds off with insights into 2025, labeled as the 'Year of Efficiency,' focused on maintaining and growing operations effectively. Stay tuned for the upcoming 'Best Places to Invest Report' in January. You don't want to miss this episode! ~~~~ Signup for AirDNA for FREE
In this episode of The Lumber Word, we welcome the return of Brian Wesbury, one of the nation's leading economists, and the Chief Economist at First Trust Advisors. Known for his bold market predictions, Brian shares his insights on today's economic trends and offers a unique perspective on the future of global finance. We dig into the lumber and housing markets, looking ahead to 2025, and Brian breaks down what he thinks is next for tariffs and their impact. We also dissect the November Housing Starts and what the 2025 building activity could look like. Whether you're a trader, builder, or just looking to stay ahead, this episode is packed with valuable insights to give you an edge in the industry. Tune in now!
What impact do global events have on our economy? And how has the ECB's monetary policy shifted? As 2024 comes to an end, our host Paul Gordon discusses these questions and more with Chief Economist Philip R. Lane. The views expressed are those of the speakers and not necessarily those of the European Central Bank. Published on 20 December 2024 and recorded on 13 December 2024. In this episode: 01:43: Geopolitics and monetary policy How has geopolitics influenced the ECB's work in 2024? 05:59: Reaching our 2% medium-term inflation target From holding rates to cutting rates: have we tamed inflation yet? 09:40: Unemployment at record lows What is the overall state of the economy? And what do the ECB's latest projections tell us? 13:35 Europe's competitiveness problem and the Draghi and Letta reports What does Europe need to do to become more competitive? What do these reports recommend? 15:40: Philip Lane's hot tip ECB's Chief Economist shares his hot tip with our listeners. Further reading: Monetary Policy Decisions – 12 December 2024 https://www.ecb.europa.eu/press/pr/date/2024/html/ecb.mp241212~2acab6e51e.en.html Much More Than a Market: Speed, Security, Solidarity – Empowering the Single Market to deliver a sustainable future and prosperity for all EU Citizens by Enrico Letta https://www.consilium.europa.eu/media/ny3j24sm/much-more-than-a-market-report-by-enrico-letta.pdf The future of European competitiveness: Report by Mario Draghi https://commission.europa.eu/topics/strengthening-european-competitiveness/eu-competitiveness-looking-ahead_en The Central Bank as Crisis Manager by Patrick Honohan https://www.piie.com/bookstore/2024/central-bank-crisis-manager Monetary policy under uncertainty https://www.ecb.europa.eu/press/key/date/2024/html/ecb.sp241125~df4c5a69c7.en.html Navigating a fragmenting global trading system: insights for central banks https://www.ecb.europa.eu/press/key/date/2024/html/ecb.sp241121_2~a4cbddd0f2.en.pdf European Central Bank www.ecb.europa.eu
Interview recorded - 12th of December, 2024On this episode of the WTFinance podcast I had the pleasure of welcoming back David Rosenberg. David is the Founder & President of Rosenberg Research & associates.During our conversation we spoke about 2024, what David was surprised about in the year, the lament of a bear, what to expect in 2025, tight credit spread, secular shift in bond, where David is bullish and more. I hope you enjoy!0:00 - Introduction1:21 - David's year review2:48 - Lament of a bear8:35 - Earnings remain strong14:55 - Credit spreads tight24:33 - Secular shift in bonds?30:30 - Continued rate cuts?35:49 - Where is David bullish?41:27 - One message to takeawayDavid Rosenberg is the Founder and President of Rosenberg Research & Associates Inc., an economic consulting firm he established in January 2020. He and his team have as their top priority providing investors with analysis and insights to help them make well-informed investment decisions.Prior to Rosenberg Research, David was Chief Economist & Strategist at Gluskin Sheff + Associates Inc. from 2009 to 2019. From 2002 to 2009, he was Chief North American Economist at Merrill Lynch in New York, during which he was consistently ranked in the Institutional Investor All-Star analyst rankings. Prior thereto, he was Chief Economist and Strategist for Merrill Lynch Canada, based out of Toronto, where he and his team placed first in the Brendan Wood survey of Canadian economists for ten years in a row.Mr. Rosenberg is a frequent contributor to most major financial newspapers and publications in North America and makes regular TV appearances in the financial media. He received both a Bachelor of Arts and Masters of Arts degree in Economics from the University of Toronto.David Rosenberg - Website - https://www.rosenbergresearch.com/Twitter - https://twitter.com/EconguyRosieArticle - https://www.linkedin.com/pulse/lament-bear-david-rosenberg-tpxzcLinkedIn - https://www.linkedin.com/in/david-rosenberg-40800219b/WTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas
In this episode, Tait Duryea and Ryan Gibson sit down with John Heimlich, Chief Economist for Airlines for America (A4A), to unpack the challenges and wins shaping the airline industry. From air traffic control staffing shortages to the impact of pilot pay increases and aircraft delivery delays, John shares key insights into the state of U.S. airlines. He also discusses A4A's advocacy work and what the future holds for pilots and the broader aviation ecosystem.John Heimlich is the Vice President and Chief Economist for Airlines for America (A4A), the leading trade group for U.S. airlines. With over 20 years of experience in airline economics and energy policy, John has been instrumental in shaping strategies that support airline profitability, sustainability, and growth. Before joining A4A, he held financial planning roles at United Airlines.Show notes:(0:00) Intro(2:46) Who is John Heimlich and what does A4A do?(5:52) Big wins for the U.S. airline industry in 2024(8:15) Air traffic control staffing challenges and solutions(12:38) Airspace capacity issues and delivery delays(18:03) Pilot pay increases and airline financial health(20:30) Revenue growth and sustainability of pilot contracts(24:20) Industry profitability: Historical context and current outlook(29:16) Political changes and their impact on airlines(38:26) John's advice for pilots and the future of aviation(38:26) How to access A4A's economic reports(39:00) OutroConnect with John Heimlich:Linkedin: https://www.linkedin.com/in/econdog Website: https://www.airlines.org Youtube: https://www.youtube.com/user/AirlinesforAmerica — You've found the number one resource for financial education for aviators! Please consider leaving a rating and sharing this podcast with your colleagues in the aviation community, as it can serve as a valuable resource for all those involved in the industry.Remember to subscribe for more insights at PassiveIncomePilots.com! https://passiveincomepilots.com/ Join our growing community on Facebook: https://www.facebook.com/groups/passivepilotsCheck us out on Instagram @PassiveIncomePilots: https://www.instagram.com/passiveincomepilots/Follow us on X @IncomePilots: https://twitter.com/IncomePilotsGet our updates on LinkedIn: https://www.linkedin.com/company/passive-income-pilots/Do you have questions or want to discuss this episode? Contact us at ask@passiveincomepilots.com See you on the next one!*Legal Disclaimer*The content of this podcast is provided solely for educational and informational purposes. The views and opinions expressed are those of the hosts, Tait Duryea and Ryan Gibson, and do not reflect those of any organization they are associated with, including Turbine Capital or Spartan Investment Group. The opinions of our guests are their own and should not be construed as financial advice. This podcast does not offer tax, legal, or investment advice. Listeners are advised to consult with their own legal or financial counsel and to conduct their own due diligence before making any financial decisions.
Torsten rejoins Jason in the New York podcast studio to exchange 2024 reflections, and 2025 expectations - spanning market returns, monetary policy, and the macro environment for the US, and around the world. We also spend time addressing investment themes, and allocation preferences as we head into a new year. Featured are Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office, and Torsten Slok, Partner and Chief Economist with Apollo Global Management. Host: Daniel Cassidy
Multifamily Talks is back! Welcome to the latest iteration of Multifamily Talks where we’re going live on LinkedIn monthly. All sessions can be found where you listen to your podcasts. Join us for live, candid conversations about all things multifamily. Learn, connect, and get inspired! Industry Principal Krista Hurley, and Chief Economist at RealPage Carl Whitaker got together to recap some of the most impactful trends and learnings from 2024 along with insights on what you can expect to see in 2025 across the market & industry. Connect with Carl and Krista on LinkedIn for more expert insights!
Alan Dunne welcomes Paul Donovan, Chief Economist of UBS Global Wealth Management, to this episode for a thought-provoking discussion on the global economic outlook. Together, they explore the structural challenges facing Europe and whether the current wave of pessimism is overstated. Paul highlights how data mismeasurement contributes to the gap between perception and reality while acknowledging the hurdles for productivity growth in Europe. They also consider whether comparisons between Europe's economic trajectory and Japan's stagnation are valid and discuss the prospects for U.S. growth under President Trump. The conversation also examines the recent inflation cycle, the potential effects of new U.S. tariffs on inflation, and the implications for Federal Reserve policy.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Alan on Twitter.Follow Paul on Twitter.Episode TimeStamps: 02:28 - Introduction to Paul Donovan06:02 - The state of the European economy09:19 - The notion of fairness is changing13:55 - Can a new economic model emerge?18:54 - Has Europe become Japanified?22:21 - Should Europe worry about lagging behind on tech?29:04 - An economic plague in the UK34:02 - How can economists address the happiness of the people38:15 - What have the cost of things stayed high?44:32 - The potential for supply...
President-elect Trump has threatened steep tariffs on imports from Mexico, Canada, China, and BRICS economies. Are these bold threats a negotiating tactic, or could they reshape global trade? Our experts discuss the potential impact on China, its domestic policies, stock market, and the Yuan.This episode is presented by Richard Tang, China Strategist and Head of Research Hong Kong at Julius Baer, with Hong Hao, Partner and Chief Economist at GROW Investment Group.
Last week, we heard a former U.S. ambassador describe Russia's escalating conflict with the U.S. Today, we revisit a 2019 episode about an overlooked front in the Cold War — a “farms race” that, decades later, still influences what Americans eat. SOURCES:Anne Effland, former Senior Economist for the Office of Chief Economist in the U.S.D.A.Shane Hamilton, historian at the University of York.Peter Timmer, economist and former professor at Harvard University.Audra Wolfe, writer, editor, and historian. RESOURCES:Freedom's Laboratory: The Cold War Struggle for the Soul of Science, by Audra Wolfe (2018).Supermarket USA: Food and Power in The Cold War Farms Race, by Shane Hamilton (2018).“Association of Higher Consumption of Foods Derived From Subsidized Commodities With Adverse Cardiometabolic Risk Among US Adults,” by Karen R. Siegel, Kai McKeever Bullard, K. M. Narayan, et al. (JAMA Internal Medicine, 2016).The Rise and Fall of American Growth: The U.S. Standard of Living Since the Civil War, by Robert J. Gordon (2016).“How the Mechanical Tomato Harvester Prompted the Food Movement,” by Ildi Carlisle-Cummins (UC Davis Department of Plant Sciences Newsletter, 2015). EXTRAS:"Is the U.S. Sleeping on Threats from Russia and China?" by Freakonomics Radio (2024).