POPULARITY
The restaurant and food service industry is the nation's second-largest private-sector employer, trailing only healthcare. How this industry performs is vital to the American economy, its millions of workers, and their customers. According to a recent National Restaurant Association survey, 60% of Americans consider dining out essential to their lifestyle, prioritizing it over electronics, clothing, and even entertainment. Yet, a massive disconnect remains: 7 in 10 Americans say they would dine out more if they could afford it, while 60% of restaurant owners reported a drop in foot traffic last year. Earlier this week, FOX News Rundown host Chris Foster spoke with Dr. Chad Moutray, the National Restaurant Association's Chief Economist, about the state of the restaurant industry and why he is cautiously optimistic about the year ahead. Moutray discusses how dining trends, inflation, and delivery apps are impacting eateries both big and small. While we often have to cut interviews short during the week, we thought you might like to hear the full conversation. Today on the FOX News Rundown Extra, we share our entire interview with Dr. Chad Moutray so you can learn more about the reality of dining out in today's economy. Learn more about your ad choices. Visit podcastchoices.com/adchoices
We show you a way to become a top 1% retirement saver in our simple long term dollar cost averaging program. We also hear from Brian Wesbury, Chief Economist at First Trust Securities, with his take on our economy, interest rates, and where the S&P 500 is headed in 2026.
Raphaël Gallardo is Chief Economist within the Cross-Asset team at Carmignac. Carmignac is a leading European investment management boutique established in 1989, with over EUR 40 bn in assets under management. Raphaël joined them in 2018. He started his career in 1997 at BNP Paribas, where he spent ten years as a Quantitative Analyst within the Risk Department, a Country-risk Economist, a Financial Engineer specialising in interest rate risk, and ultimately a cross-asset strategist. In 2007, he joined Axa IM as Head of Macroeconomic Research and moved to Rothschild & Cie Gestion in 2012 to occupy the same position. From 2013 to 2018, he was Cross-Asset Strategist at Ostrum Asset Management. Raphaël holds an Engineering Degree from École Nationale Supérieure des Mines de Paris. In this podcast, we discuss: Austrian Economics Framework Three "Wobbling" Bubbles The "Sad" AI Bubble Trump Risk Parity Portfolio Spain's "Virtuous Circle" France's Fiscal Existential Risk Japan's Vicious Circle China's Dual Economy Death of the Risk-Free Asset 2026–2027 Outlook
We'd love to have your feedback and ideas for future episodes of Retail Unwrapped. Just text us!The recent Supreme Court decision outlawing the “Liberation Day” tariffs has added another level of uncertainty to the financial outlook of American retailers. Join Shelley and Dan Altman, chief economist and bestselling author of the High Yield Economics newsletter, as they zero in on what the ruling will trigger for retailers and consumers. They discuss whether companies will claw back the tariffs they have paid. Dan says that although companies and the government have records of the money that was paid, it could be sorted out but would be extremely messy. He adds it would be nearly impossible to refund consumers by tracing those purchases to specific people. Ultimately, with the change in tariffs retailers will have higher margins, so, will prices come down? Dan cautions, “We have seen the economy in a sort of paralysis, both in the job market and in investment plans, because people didn't know where these economic policies were going to land. But now we've opened up all this uncertainty again.” This candid conversation puts the challenges facing retailers squarely on the table predicting that small businesses will take the brunt of economic uncertainty over the next 12 months. Listen and learn how an economist clears the air on tariff chaos.Special Guest: Dan Altman, Chief Economist and Bestselling Author, High Yield Economics For more strategic insights and compelling content, visit TheRobinReport.com, where you can read, watch, and listen to content from Robin Lewis and other retail industry experts, and be sure to follow us on LinkedIn and Twitter.
Today, we review energy supply and demand and some of the key sentiments coming out of International Energy Week, not only about where both those curves are headed, but also key associated risks to each. Are our assumptions correct about energy demand in the world of AI? Are our assumptions correct around development curves, especially in the Global South? Is there a hydrocarbon glut out there? And what about the long term? All this comes to us from Claudio Galimberti, Chief Economist at Rystad, and their recently published House View. Rystad is an energy consulting and market analytics firm with over 40 offices around the world and headquartered in Oslo. The House View is available for download here. https://www.rystadenergy.com/house-view-report
Ukraine will emerge from this war with enormous debt. The conventional wisdom treats that as an obstacle: investors weigh it before committing capital, and the burden slows the recovery before it starts. Yuriy Gorodnichenko and Maurice Obstfeld of UC Berkeley argue the opposite. A thorough restructuring of Ukraine's war debts – including, for sufficiently large obligations, outright forgiveness – is not just politically defensible but economically essential for attracting private investment. The bill for rebuilding and growing Ukraine, Gorodnichenko estimates, is $40 billion a year: $20 billion to replace destroyed capital, $10 billion to stop Ukraine falling behind its Eastern European peers, and $10 billion to start closing the gap. Put that figure next to what Poland absorbed in FDI during its post-communist transition, or the €200 billion of Russian state assets currently immobilised in Euroclear, or the budgetary support Ukraine has been receiving since 2022 – and it looks achievable. The harder challenge, they argue, is not raising $40 billion. It is directing it: towards investment rather than consumption. Ukraine didn't grow in the post-Soviet era at the rate that its neighbours achieved. EU accession momentum and secure borders can be a signal to investors that this time the trajectory will be different.The research behind this episode:Gorodnichenko, Yuriy, and Maurice Obstfeld. 2026. "You Only Live Twice: Financial Inflows and Growth in a Westward-Facing Ukraine." Economic Policy: Papers on European and Global Issues, special issue: "What's Next for Ukraine?"To cite this episode:Phillips, Tim. 2025. "You Only Live Twice: Financial Inflows and Growth in a Westward-Facing Ukraine." Economic Policy: Papers on European and Global Issues (podcast).Assign this as extra listening — the citation above is formatted and ready for a reading list or VLE.About the guestsYuriy Gorodnichenko is a CEPR Research Fellow and Professor of Economics at the University of California, Berkeley, where he leads CEPR's Ukraine Initiative. His research spans monetary policy, fiscal policy, and the macroeconomics of growth and business cycles.Maurice Obstfeld is a CEPR Distinguished Fellow and Class of 1958 Professor of Economics at the University of California, Berkeley. He served as Chief Economist of the International Monetary Fund from 2015 to 2018, and as a member of the Council of Economic Advisers under President Obama from 2014 to 2015. He is also a Fellow of the Econometric Society and the American Academy of Arts and Sciences.Research cited in this episodeThe discussion of debt overhang draws on a body of work from the 1980s developing-country debt crises, notably the insight that for sufficiently indebted countries, debt reduction can increase the expected value of what creditors recover. Gorodnichenko and Obstfeld apply this framework directly to Ukraine's war debts, arguing that deep restructuring – supported by bilateral official creditors, many of whom are European – is a prerequisite for private investment to follow.The €200 billion figure for immobilised Russian central bank assets held at Euroclear is the basis for Obstfeld's proposal of a reparations loan that would give Ukraine immediate access to large-scale resources, with repayment contingent on Russian reparations. This is discussed in more detail in the related reading below.More in the "What's Next for Ukraine?" seriesThis episode is the first in a three-part series based on papers presented at the inaugural Economic Policy winter conference, Paris, December 2025. Episodes 2 and 3, on rebuilding and the labour market, are forthcoming.Related reading on VoxEUYou only live twice: A growth strategy for Ukraine — Gorodnichenko and Obstfeld's own VoxEU column summarising the key arguments in this paper: why $40 billion a year is achievable, what the policy levers are, and why the window matters.Euroclear and the geopolitics of immobilised Russian assets — The legal and financial context behind the €200 billion of Russian central bank assets frozen at Euroclear, and what it would take to use them for a reparations loan to Ukraine.Using the returns of frozen Russian assets to finance the victory of Ukraine — A VoxEU proposal for channelling the interest income generated by frozen Russian assets to finance Ukraine's needs, without requiring the more politically contested step of confiscating the assets themselves.Ukraine's recovery challenge — An earlier VoxEU overview of the reconstruction task: the scale of damage, the role of EU accession, and the two-phase approach to restoring growth.
Particulate matter is, Michael Greenstone argues, the greatest public health threat on the planet. Worse than HIV, cigarettes, and alcohol. The average person loses about two years of life expectancy to it. In India, the figure is three and a half years. The solution to this problem has been tested, and it works, at least in high-income countries.Greenstone and his co-authors ran a randomised controlled trial in Surat, Gujarat: from 300 industrial plants, mostly making textiles, all burning coal, half were randomly assigned to a market where pollution permits could be bought and sold. The results: in the market, pollution fell 25%, compliance was near-perfect, and abatement costs dropped 12%. The cost-benefit ratio is as high as 200 to one. Many plants in the control group asked to be moved into the market.The research behind this episode:Greenstone, Michael, Rohini Pande, Nicholas Ryan, and Anant Sudarshan. 2025. "Can Pollution Markets Work in Developing Countries? Experimental Evidence from India." Quarterly Journal of Economics 140 (2): 1003–1060. An ungated version is available as BFI Working Paper 2025-53.To cite this episode:Phillips, Tim. 2025. "Can Pollution Markets Work in Developing Countries?" VoxDev Talk (podcast). Assign this as extra listening: the citation above is formatted and ready for a reading list or VLE.About Michael GreenstoneMichael Greenstone is the Milton Friedman Distinguished Service Professor in Economics at the University of Chicago, where he is the founding Director of the Energy Policy Institute at Chicago (EPIC) and the Institute for Climate and Sustainable Growth. His research focuses on the costs and benefits of environmental quality, including the Air Quality Life Index, which tracks the toll of particulate pollution country by country. He previously served as Chief Economist for the President's Council of Economic Advisers under President Obama. Research cited in this episodeAir Quality Life Index (AQLI), Energy Policy Institute at Chicago. The source of the life-expectancy statistics used in this episode: particulate pollution costs the average person on Earth roughly two years of life expectancy, with India averaging three and a half years. The index tracks this burden country by country, city by city.The US sulphur dioxide cap-and-trade programme, established under the 1990 Clean Air Act Amendments, was the canonical precedent Greenstone cited: a market that dramatically reduced acid rain in the eastern United States at costs far below pre-programme projections. He noted that the UK and EU have since built comparable CO2 markets. All have worked well. The question this experiment addressed was whether the same logic held in the developing world, where almost all the pollution now is.Emissions Market Accelerator. An independent scale-up organisation founded by Greenstone and colleagues to replicate the Gujarat model beyond the original research setting. Current pipeline: a statewide sulphur dioxide market for Maharashtra (including large power plants, not just textiles), and advanced conversations in Pakistan and Brazil. Within Gujarat, a water pollution market is also in development.More VoxDev Talks on this topicRegulating pollution in low- and middle-income countries Rohini Pande and Nicholas Ryan, two co-authors of the paper discussed in this episode, on the political economy of pollution regulation in developing countries: why enforcement is hard, and what makes it work.Air pollution and infant mortality Jennifer Burney on the health costs of particulate air pollution for young children, and what the evidence from Saharan dust patterns across Sub-Saharan Africa reveals about exposure and mortality.The Social Cost of Carbon Michael Greenstone's earlier VoxDev Talk, on how assigning a monetary value to carbon emissions can drive better policy decisions and make the case for action that regulation alone struggles to make.Related reading on VoxDevReducing air pollution: Evidence from payments to reduce crop burning in India How cash payments to farmers in northern India changed behaviour and cut the seasonal haze from crop fires that pushes Delhi's air quality to its worst each winter.Paying to pollute: How carbon offsets actually raised emissions in China A cautionary study on market-based pollution controls: when incentives point the wrong way, a market can make things worse rather than better.The effect of pollution on worker productivity: Evidence from call-centre workers in China Air pollution reduces cognitive performance and output, adding an economic productivity argument to the health case for cleaning the air.
LPL's Chief Economist, Dr. Jeffrey Roach highlights what lies ahead for businesses and the economy as Fed officials highlight potential financial risks, the potential for a rebound in growth, and tariff impacts on our trading partners. Tracking: #1069779
This week on LPL Market Signals, Jeffrey Buchbinder, Chief Equity Strategist, and Dr. Jeffrey Roach, Chief Economist, discuss implications of the Supreme Court's tariff ruling and share LPL's updated strategic asset allocation guidance. Stocks responded favorably to the tariff ruling during Friday's session, locking in a solidly positive week for the S&P 500 and most global stock indexes. Tracking: #1068947
To unpack what we can expect from the Budget speech — and what we should be looking for — John Maythamis joined by Lisette IJssel de Schepper, Chief Economist at the Bureau for Economic Research 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.
A dramatic government U-turn on Special Needs Assistant cuts. Nearly 200 schools were facing potential impact — now the review is scrapped and €19 million in additional support will go ahead. What changed?Are we facing a graduate jobs crisis as AI disrupts the labour market?And should League of Ireland clubs lose funding over hooliganism?Guest presenter Shane Coleman is joined by Fianna Fáil TD Malcolm Byrne, Sinn Féin TD and Finance Spokesperson Pearse Doherty, Kate English, Chief Economist with Deloitte Ireland, and Daniel McDonnell, soccer correspondent with the Irish Independent. Hosted on Acast. See acast.com/privacy for more information.
This week, EconoFact Chats features an abridged version of an Ask Me Anything Webinar held on January 16th, 2026, featuring Heather Long of the Navy Federal Credit Union (formerly at The Washington Post), and John Hilsenrath of Serpa Pinto Advisory (formerly at The Wall Street Journal). The webinar touched on a wide range of issues including the uneven economic recovery since COVID, America's transition from an economy driven by manufacturing and services, to one driven by tech and information, and the effects of tariffs on prices and American manufacturing jobs. The next EconoFact Ask Me Anything Webinar on Tuesday, February 24th, 2026, at noon Eastern Time, which is open to all, will be with John Cassidy (The New Yorker) who will answer questions on, among other topics, his new book Capitalism and Its Critics. Subsequent monthly AMA webinars, such as the one with Mark Zandi, Chief Economist of Moody's Analytics, will be exclusively available to Premium Subscribers. You can sign-up for a Premium Subscription at https://secure.touchnet.net/C21525_ustores/web/store_main.jsp?STOREID=157. The $50 annual fee helps support EconoFact in its efforts to bring timely, accessible, and unbiased analyses on important economic and social policy issues.
Joining Bobby to go through the main stories from the Saturday papers is Caroline Reidy, Head of HR Solutions with NFP & Ciaran Hancock, Business Editor with the Irish Times.Bobby also spoke with Chief Economist at the Institute of International and European Affairs and Columnist with The Currency, Dan O'Brien, about the US Supreme Court striking down President Trump's sweeping emergency tariffs.
The Supreme Court ruling 6-3 AGAINST President Trump's tariffs: Hear a jam-packed hour of analysis from Carl Quintanilla, Sara Eisen, and David Faber - spanning key takeaways, the market impact, what happens to any refunds, China's quiet win between the lines, and breakouts across retail, the autos, and even Apple... Plus Apollo's Chief Economist, Ariel Investment's Charles Bobrinskoy, and even a legal expert's take on the action. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Federal Reserve influences financial conditions through the federal funds market, a private market consisting of unsecured overnight interbank transactions. As the locus of money markets moves away from fed funds and more towards repos and SOFR, Dallas Fed President Lorie Logan has argued the current policy regime no longer suits the financial system. In this episode, we talk with Bill Nelson, Chief Economist and Chief Research Officer at the Bank Policy Institute, about the shifting nature of the fed funds market, what it would take to revive fed funds, and some alternative approaches to short-term rate policy.
Chief Economist at Stifel, Lindsey Piegza, joins "Bloomberg Surveillance Radio" to talk about the latest economic data release and the next steps for the Federal Reserve.See omnystudio.com/listener for privacy information.
What happens when record stock prices meet record government debt — and nobody really knows what's under the hood? This week on The Puck, Jim Baer sits down with Mark Zandi, Chief Economist at Moody's Analytics, for a wide-ranging conversation on bubbles, private credit, shadow banking, AI exuberance, and the growing tension inside the Treasury market. Zandi explains: - Why today's equity valuations are historically stretched - Whether AI enthusiasm is becoming institutionalized speculation - How serious the private credit and shadow banking risks really are - Why commercial real estate and crypto may be deflating “gracefully” - The real fragility inside the U.S. bond market - Whether government debt is manageable — or quietly destabilizing Is the economy stronger than it looks? Or more fragile than we think? A thoughtful, honest debate about systemic risk, fiscal reality, and what could derail 2026.
Nightlife News Breakdown with Philip Clark, joined by Greg Jericho, Columnist with the Guardian and Chief Economist with The Australia Institute.
Are we living in the Second Cold War? And if so, what can we learn from the last one that might help us through it? Historian and author Niall Ferguson sets out his view of global affairs right now and says why, compared to many times in the past, there is lot to make us optimistic. Gayle Markovitz interviewed Niall Ferguson at the World Economic Forum Annual Meeting 2026 in Davos. Links: The Global Risks Report 2026: https://www.weforum.org/publications/global-risks-report-2026/ Related podcasts: Top global risks in 2026 and how the Davos 'spirit of dialogue' can help us face them: https://www.weforum.org/podcasts/radio-davos/episodes/global-risks-report-2026/ "Everything has changed" - Gita Gopinath on the global economy in 2026: https://www.weforum.org/podcasts/radio-davos/episodes/gita-gopinath-global-economy-2026/ What just happened in Davos?: https://www.weforum.org/podcasts/radio-davos/episodes/davos-2026-what-just-happened/ Chief Economists' Outlook January 2026: reassuring resilience and a 'good' bubble?: https://www.weforum.org/podcasts/radio-davos/episodes/chief-economists-outlook-barclays-christian-keller/ Check out all our podcasts on wef.ch/podcasts: YouTube: - https://www.youtube.com/@wef/podcasts Radio Davos - subscribe: https://pod.link/1504682164 Meet the Leader - subscribe: https://pod.link/1534915560 Agenda Dialogues - subscribe: https://pod.link/1574956552
Stijn Schmitz welcomes Dr. Arthur Laffer to the show. Mr. Laffer is a Renowned American Economist and Best-Selling Author. In this wide-ranging discussion, Dr. Laffer provides deep insights into economic policy, drawing from his extensive experience as an economist and advisor to President Reagan. Dr. Laffer emphasizes the importance of five key pillars of economic prosperity: taxes, spending, monetary policy, regulatory policy, and trade policy. He argues that lower tax rates, spending restraint, sound monetary policy, minimal regulations, and free trade are essential for economic growth. Reflecting on his work with Reagan, he highlights how reducing tax rates from 70% to 28% and implementing strategic monetary policies transformed the US economy. Discussing current economic challenges, Dr. Laffer is optimistic about the US economy. He addresses concerns about national debt, arguing that while the numbers appear large, they are not as dire as they seem when considering debt-to-wealth ratios and debt service costs. He warns against income redistribution policies, presenting a mathematical theorem that demonstrates how such transfers invariably reduce total economic production. On monetary policy, Dr. Laffer criticizes recent Federal Reserve approaches, advocating for a price rule similar to the gold standard. He sees gold and cryptocurrencies as refuges from poor monetary management, believing private market solutions can create more stable currencies. He’s particularly impressed with stablecoins like Tether and their potential to provide monetary alternatives. Regarding global trade and geopolitics, Dr. Laffer advocates for peace through economic strength. He believes in free trade and mutual prosperity, arguing that countries should focus on becoming trading partners rather than adversaries. He’s critical of over-regulation and redistributionist policies in Europe and supports market-driven solutions to challenges like climate change. Throughout the interview, Dr. Laffer’s core message remains consistent: economic prosperity comes from creating incentives for production, minimizing government intervention, and allowing free markets to solve problems. Timestamps: 00:00:00 – Introduction 00:00:49 – US Economy Strength 00:04:10 – Supply Chain Concerns 00:05:29 – China Trade Partnership 00:06:10 – Trump’s Reshoring Policies 00:09:02 – Globalization Perspectives 00:10:15 – European Economy Critique 00:12:13 – Monetary Policy Insights 00:16:45 – National Debt Analysis 00:25:50 – Unfunded Liabilities View 00:29:09 – Redistribution Theorem Explained 00:35:01 – Gold’s Safe Haven Role 00:38:46 – Peace Through Strength 00:45:05 – BRICS Currency Alternatives 00:49:25 – Tether and Gold 00:52:42 – Concluding Thoughts Guest Links: Website: https://laffercenter.org X: https://x.com/LafferCenter Amazon Book: https://tinyurl.com/4tdtp5pm Widely known as the “Father of Supply-Side Economics,” Dr. Arthur B. Laffer is one of the most influential economic minds of the last century. He is best known for the Laffer Curve, a groundbreaking theoretical construct illustrating the critical tradeoff between tax rates and government revenue—an idea Time Magazine named one of the few advances that “powered the 20th century”. Dr. Laffer's career spans the highest levels of academia and public policy. He served as the first Chief Economist at the Office of Management and Budget and was a core member of President Ronald Reagan's Economic Policy Advisory Board during both terms. His counsel was instrumental in triggering the global tax-cutting movement of the 1980s, advising leaders ranging from Margaret Thatcher to Donald Rumsfeld. An alumnus of Yale and Stanford, Dr. Laffer held distinguished professorships at the University of Chicago, USC, and Pepperdine. Today, he is the Chairman of Laffer Associates, providing institutional research and consulting from his base in Nashville. A prolific author of works including The End of Prosperity and Trumponomics, Dr. Laffer continues to shape the global conversation on fiscal policy and market incentives.
How is the economy really doing? And what should we be looking at as we head towards the midterms? To find out how Republicans will do heritage Foundation, E.J. Antoni joins us. Welcome to the Sean Spicer Show. Let's get into it! Featuring: E.J. Antoni Acting Director, Thomas A. Roe Institute for Economic Policy Studies, Chief Economist, and Richard Aster Fellow This show is Sponsored by: Beam - shopbeam.com/SPICER to receive 40% off your order Are you tossing and turning at night and running on fumes during the day? If so, then you are missing out on the most important part of your wellness, sleep. If you want to wake up refreshed, inspired and ready to take on the day then you have to try Beam's Dream powder. This best-selling blend of Reishi, Magnesium, L-Theanine, Apigenin and Melatonin will help you fall asleep, stay asleep, and wake up refreshed. So if you're ready for the best night of sleep you ever had just head to https://shopbeam.com/SPICER to receive 40% off your order. Patriot Mobile - PatriotMobile.com/SPICER for 1 free month Take a stand for faith, family, and freedom—switch to Patriot Mobile. Patriot Mobile provides PREMIUM service on all three major U.S. networks. Patriot Mobile has the same or even better coverage, backed by 100% U.S.-based customer support. Get unlimited data plans, mobile hotspots, international roaming, and more with Patriot Mobile. Take a stand as a PATRIOT by going to https://PatriotMobile.com/SPICER or call 972-PATRIOT for a FREE month! My latest book Trump 2.0: The Revolution That Will Permanently Transform America is available for preorder, just click the link: https://a.co/d/67kKgje Learn more about your ad choices. Visit megaphone.fm/adchoices
On America at Night with McGraw Milhaven, Lawrence Yun, Chief Economist at the National Association of REALTORS®, broke down the latest developments in the U.S. housing market, including affordability challenges, mortgage rates, and what buyers and sellers can expect in the months ahead. Next, Dr. Adam Omary of the Cato Institute examined the controversial question of whether an “autism epidemic” truly exists, discussing diagnostic trends, public perception, and how policy and data shape the debate. The show closed with author Jan Hartman, who discussed her book “Lincoln's Speechwriter: John Hay and the Friendship That Inspired American Eloquence,” highlighting the influential partnership behind some of Abraham Lincoln's most enduring words and its impact on American political rhetoric. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Guest: Jock Finlayson, Chief Economist, Independent contractors and businesses association, and senior fellow of the Fraser Institute Learn more about your ad choices. Visit megaphone.fm/adchoices
Charles Bernard is the Chief Economist at the Canadian Automobile Dealers Association. Learn more about your ad choices. Visit megaphone.fm/adchoices
The new Reserve Bank Governor will deliver her first Monetary Policy Statement today. The central bank's expected to keep the OCR unchanged at 2.25%. It's likely to show when inflation should start easing, and when the economy should recover from last year's downturn. BNZ Chief Economist Mike Jones told Mike Hosking today's announcement will likely see them swap out the mild easing bias the bank had in November and replace it with a mild tightening bias. He says they believe the Reserve Bank will probably want to signal a hike by around December this year. LISTEN ABOVE See omnystudio.com/listener for privacy information.
Gold dropped. Silver crashed. Peter Schiff says this is just a correction inside a much bigger bull market. We break down why $5,000 gold isn't the top, why silver volatility doesn't change the macro picture, and why miners could have major upside as debt, rate cuts, and dollar weakness accelerate the move higher.#gold #silver #investing ---------------------Thank you to our sponsor: Stllr GoldMake sure to pay them a visit: https://stllrgold.com/---------------------
See omnystudio.com/listener for privacy information.
Van het stikstofdossier tot de waterkwaliteit: staatsbosbeheer is betrokken bij de uitvoering van natuurbeheer dat raakt aan allerlei maatschappelijke problemen die onze politici al jarenlang bezighouden. Boudewijn Revis, algemeen directeur van Staatsbosbeheer, zat aan de formatietafel om zijn stempel te drukken op het Coalitieakkoord. Maar is dit gelukt? Boudewijn Revis algemeen directeur van Staatsbosbeheer is te gast in BNR Zakendoen. Macro met Boot Elke dag een intrigerende gedachtewisseling over de stand van de macro-economie. Op maandag en vrijdag gaat presentator Thomas van Zijl in gesprek met econoom Arnoud Boot, de rest van de week praat Van Zijl met econoom Edin Mujagić. Ook altijd terug te vinden als je een aflevering gemist hebt. Blik op de wereld Wat speelt zich vandaag af op het wereldtoneel? Het laatste nieuws uit bijvoorbeeld Oekraïne, het Midden-Oosten, de Verenigde Staten of Brussel hoor je iedere werkdag om 12.10 van onze vaste experts en eigen redacteuren en verslaggevers. Ook los te vinden als podcast. Economenpanel Brussel maakt plannen voor hervormingen van de interne Europese markt Europa moet meer doen om zijn industrie te beschermen, dat is de uitkomst van topoverleg tussen Europese leiders donderdag. De vraag blijft alleen: hoe? En: wat dreef VNO-NCW voorzitter Ingrid Thijssen tot het heroverwegen van de rolverdeling tussen bedrijfsleven en samenleving? Dat en meer bespreekt presentator Thomas van Zijl om 11.30 in het economenpanel met: Marijn Jongsma, Redacteur macro-economie bij Het Financieele Dagblad, en Koen de Leus, Chief Economist voor de Belgische tak van BNP Paribas. Luister l Economenpanel Zakenlunch Elke dag, tijdens de lunch, geniet je mee van het laatste zakelijke nieuws, actuele informatie over de financiële markten en ander economische actualiteiten. Op een ontspannen manier word je als luisteraar bijgepraat over alles wat er speelt in de wereld van het bedrijfsleven en de beurs. En altijd terug te vinden als podcast, mocht je de lunch gemist hebben. Contact & Abonneren BNR Zakendoen zendt elke werkdag live uit van 11:00 tot 13:30 uur. Je kunt de redactie bereiken via e-mail. Abonneren op de podcast van BNR Zakendoen kan via bnr.nl/zakendoen, of via Apple Podcast en Spotify. See omnystudio.com/listener for privacy information.
Economic policy in the second Trump administration continues to undergo significant change. Many of these changes have been enacted through executive orders. What effect have these policies had on economic growth, scientific research, and on American institutions thus far? How might they impact U.S. leadership over the long-term? Simon Johnson joins EconoFact Chats to discuss these questions, drawing on a new book he co-edited, 'The Economic Consequences of the Second Trump Administration: A Preliminary Assessment.' Simon is the Ronald A. Kurtz Professor of Entrepreneurship at the MIT Sloan School of Management, where he heads the Global Economics and Management Group. He served as Chief Economist at the International Monetary Fund in 2007–2008 and was a co-recipient of the Nobel Prize in Economics in 2024.
Josh opens the show by breaking down what he calls a historic move by the Trump administration to roll back several Obama-era EPA regulations. He explains why supporters see the decision as a major win and why it’s sparking intense backlash from critics on the left. He’s then joined by E.J. Antoni, Chief Economist at The Heritage Foundation, to discuss the latest economic headlines and unpack the newest inflation numbers. Antoni offers insight into where the economy may be headed and what it means for Americans moving forward. Later, Jay Richards, Vice President of Social and Domestic Policy at The Heritage Foundation, joins Josh to react to this week’s religious liberty commission hearing and the controversy surrounding it.See omnystudio.com/listener for privacy information.
In this episode of the Shift AI Podcast, Casey Mulligan—former Chief Economist of the White House Council of Economic Advisers and current Chief Counsel for Advocacy at the U.S. Small Business Administration—joins Boaz Ashkenazy for a timely conversation on how AI is reshaping small businesses, regulation, and the broader labor market.Casey shares his path from University of Chicago professor to serving in two presidential administrations, where he introduced automated reasoning tools into economic policy work well before the rise of large language models. He explains how his office now uses AI to review thousands of federal regulations and ensure small business voices are represented in Washington.The discussion explores accelerating AI adoption among small firms, the recent surge in new business formation, and why smaller companies may benefit more from AI than large incumbents. Casey also addresses concerns about job displacement, drawing lessons from past waves of automation and outlining why he believes the long-term impact will be increased productivity and opportunity.The episode closes with a forward-looking perspective on education, entrepreneurship, and why the “human touch” will remain a critical advantage in the future of work.Chapters[00:00] From University of Chicago to the White House[03:05] Advocating for Small Businesses in Washington[07:29] AI and the Labor Market: Lessons from Economic History[12:14] The Startup Surge and Small Business Formation[13:48] Using AI Inside the Federal Government[17:20] Vibe Coding, APIs, and Custom Productivity Tools[18:07] Automated Reasoning and Microsoft's Z3[21:23] AI in Education and Learning[24:31] Two Words for the Future of Work: Human TouchConnect with Casey Bryant MulliganLinkedIn: https://www.linkedin.com/in/casey-bryant-mulligan/Connect with Boaz AshkenazyLinkedIn: https://www.linkedin.com/in/boazashkenazy/Email: info@shiftai.fm
The changing of the guard at the top of the Federal Reserve comes at a crucial time for policymakers and markets. It is far from certain whether the promise of artificial intelligence heralds an era of stronger trend growth, or if the displacement in labor markets that might result will prove more damaging. Kevin Warsh’s term as Chairman will surely be defined as much by this question as his stated desire to reorient Fed policies and its mission. To discuss all of this, we are thrilled to welcome back Simona Mocuta, Chief Economist of State Street Investment Management.See omnystudio.com/listener for privacy information.
Business and finance news from the Asia-Pacific. US payrolls rose in January by the most in more than a year and the unemployment rate unexpectedly fell, suggesting the labor market continued to stabilize at the start of 2026. Employers added 130,000 jobs last month and the unemployment rate declined to 4.3%, according to Bureau of Labor Statistics data. The January data reinforces Federal Reserve officials' inclination to keep interest rates on hold for now, with many traders pushing out their timeline for the next rate cut to July from June. To break down the latest jobs report, we turn to Jeffrey Roach, Chief Economist for LPL Financial. Plus - Japanese stocks gained when trading reopened after a public holiday. For more on the markets, we speak to Charu Chanana, Chief Investment Strategist at Saxo Bank.See omnystudio.com/listener for privacy information.
On Episode 797 of The Core Report, financial journalist Govindraj Ethiraj talks to Sheetal Sapale, VP Commercial at Pharmarack AWACS as well as Aditi Nayar, Chief Economist and Head of Research & Outreach at ICRA. SHOW NOTES(00:00) Stories of the Day(01:00) The IT fear wave is spreading and bringing down markets(05:34) IEA lowers global oil demand forecast for 2026(06:11) India's inflation index has thrown out VCRs and VCDs and brought in new constituents. At 2.75% what does it mean?(18:31) Why India's weight loss drug market could explode in a few months(25:04) Google issues a 100year bond, adding to fears of AI exuberanceRegister for India Finance and Innovation Forum 2026https://tinyurl.com/IFIFCOREFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
Aubrey Masango speaks to Dr Azar Jammine, Director and Chief Economist at Econometrix on their views on the president's address and whether he touched on all the issues citizens are currently concerned with. They also raise questions on his ability to bring to fruition some of the plans that the government aims to do in this year. Tags: 702, The Aubrey Masango Show, Aubrey Masango, SONA, Cyril Ramaphosa, GNU, Foot and Mouth, Agriculture, Vaccination, SANDF, Crime, Implementation The Aubrey Masango Show is presented by late night radio broadcaster Aubrey Masango. Aubrey hosts in-depth interviews on controversial political issues and chats to experts offering life advice and guidance in areas of psychology, personal finance and more. All Aubrey’s interviews are podcasted for you to catch-up and listen. Thank you for listening to this podcast from The Aubrey Masango Show. Listen live on weekdays between 20:00 and 24:00 (SA Time) to The Aubrey Masango Show broadcast on 702 https://buff.ly/gk3y0Kj and on CapeTalk between 20:00 and 21:00 (SA Time) https://buff.ly/NnFM3Nk Find out more about the show here https://buff.ly/lzyKCv0 and get all the catch-up podcasts https://buff.ly/rT6znsn Subscribe to the 702 and CapeTalk Daily and Weekly Newsletters https://buff.ly/v5mfet 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/Radio702 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/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567See omnystudio.com/listener for privacy information.
As the stock market continues to break records, Jon is joined by Oren Cass, Chief Economist at American Compass, to examine how America's economy was reengineered to serve shareholders instead of workers. Together, they trace the history of financialization that enabled this transformation, explore how shareholder capitalism has hollowed out worker prosperity, and consider what policy interventions could rebuild an economy that delivers shared gains. Plus, Jon answers listener questions on The Washington Post, DOGE and lunch! This episode is brought to you by: GROUND NEWS - Go to https://groundnews.com/stewart to see how any news story is being framed by news outlets around the world and across the political spectrum. Use this link to get 40% off unlimited access with the Vantage Subscription. BILT - Join the loyalty program for renters at https://joinbilt.com/tws MINT - Plans start at $15/month at https://mintmobile.com/tws SHARK NINJA ESPRESSO MAKER - Get $60 off the Ninja Luxe Cafe Premier Series with code STEWART exclusively on sharkninja.com while supplies last. Follow The Weekly Show with Jon Stewart on social media for more: > YouTube: https://www.youtube.com/@weeklyshowpodcast > Instagram: https://www.instagram.com/weeklyshowpodcast> TikTok: https://tiktok.com/@weeklyshowpodcast > X: https://x.com/weeklyshowpod > BlueSky: https://bsky.app/profile/theweeklyshowpodcast.com Host/Executive Producer – Jon Stewart Executive Producer – James Dixon Executive Producer – Chris McShane Executive Producer – Caity Gray Lead Producer – Lauren Walker Producer – Brittany Mehmedovic Producer – Gillian Spear Video Editor & Engineer – Rob Vitolo Audio Editor & Engineer – Nicole Boyce Music by Hansdle Hsu Learn more about your ad choices. Visit podcastchoices.com/adchoices
January payrolls coming in FAR above expectations:Carl Quintanilla, Sara Eisen, and David Faber broke down the numbers, and got the White House's first reaction to the print with Counselor to the Treasury Joe Lavorgna - before later discussing what it means for the Fed with Goldman Sachs' Chief Economist Jan Hatzius. Plus - AI concerns have crushed software stocks year-to-date... Are contagion concerns overblown here? Hear Apollo Asset Management Co-President John Zito's read from the ground on how it could be an opportunity for private credit markets. Around the edges: Sara brought new behind-the-scenes reporting on Kraft Heinz's decision to pause their planned split; David gave his take on T-Mobile results; and the CEO of Robinhood joined the team for a wide-ranging interview spanning crypto, quarterly results, and even what he thinks of a California wealth tax. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
What's the latest in the real estate market and what does it mean for the broader economy? Today's residential market faces ongoing inventory constraints and affordability challenges, while commercial properties must adapt to new work patterns and investment strategies. National Association of Realtors Chief Economist Lawrence Yun joined us to discuss the state of the residential and commercial markets and what that means for buyers, sellers, renters, investors and the insurance industry. Watch the original Wednesdays with Woodward® webinar: https://institute.travelers.com/webinar-series/symposia-series/real-estate-market-outlook. --- Visit the Travelers Institute® website: http://travelersinstitute.org/. Join the Travelers Institute® email list: https://travl.rs/488XJZM. Subscribe to the Travelers Institute® Podcast newsletter on LinkedIn: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7328774828839100417. Connect with Travelers Institute® President Joan Woodward on LinkedIn: https://www.linkedin.com/in/joan-kois-woodward/.
Diane Swonk, Chief Economist at KPMG, discusses the impact of this week's economic data with Bloomberg's Tom Keene and Paul Sweeney. See omnystudio.com/listener for privacy information.
This morning, we heard from the mother of a toddler who died after getting caught in a window blind cord - she wants to see a change to safety regulations; Plus, Westpac NZ's Chief Economist joined us as their Economic Overview pointed to a more positive outlook for the New Zealand economy; The former Chief Executive of LeaderBrand is calling for a major re-think of Tairawhiti roading; SailGP foils its way back into the city of sails, Tamaki Makaurau this weekend - we spoke to Tataki Auckland Unlimited Chief Executive Nick Hill; And, we were joined by the owner of a new company that's aiming to reunite missing dogs with their owners.
LPL's Chief Economist, Dr. Jeffrey Roach highlights the potential impact of a new Fed Chair, improvements with inflation expectations, and why the yen could weaken further. Tracking: #1063227
In this first episode of The Work We Do, we speak with Máximo Torero, Chief Economist of the Food and Agriculture Organization of the United Nations (FAO). Máximo served as the Director of Markets, Trade and Institutions Division at IFPRI and later as an Executive Director for the World Bank representing several South American countries. The conversation explores how agrifood systems, global markets, financing, and macroeconomic stability are deeply interconnected, and why food security is not only a humanitarian concern but a central pillar of economic and political resilience, promoting national security. Máximo explains how countries can better protect themselves against food crises through smarter investment, early action, and risk-informed policies, and why prevention is far more effective than crisis response. The episode also unpacks the links between hunger, migration, and conflict, and the role international institutions play in stabilizing agrifood systems and reducing systemic risk in an increasingly volatile global environment. Máximo also offers a glimpse into how his upbringing in Peru and his early years as a researcher have shaped his career and worldview. Follow FAO on social media! Facebook - / unfao Instagram - / fao LinkedIn - / fao TikTok - / fao Twitter - / fao Weibo - https://www.weibo.com/unfao © FAO: http://www.fao.org #SDGs #Agenda2030 #GlobalGoals
Bryce and Ren bring in someone who lives in the data every day: David Bassanese, Chief Economist at Betashares, to help cut through what matters (and what doesn't) for investors heading into 2026.They unpack five big macro themes dominating markets including inflation, AI, commodities, Trump/tariffs, and China.In this episode:00:34 Making sense of macro noise with David Bassanese01:39 Why the outlook is still constructive heading into 202603:26 Inflation update: trimmed mean, housing pressure & RBA risk07:26 AI boom vs bubble: where are we in the cycle?10:18 Commodities: gold, copper, uranium and what's really driving prices12:54 Trump, tariffs & the US economy: what's priced in now18:58 China, Japan & the “Great Rotation” beyond the US32:45 Sleep-at-night investing: portfolio positioning for the long termWin a $500 Visa Digital eGift Card by completing the 2026 Equity Mates Media Community Survey! The Community Survey helps us understand how we can continue to improve our content to help you on your money and investing journey. You can either complete the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV Stocks & ETFs mentioned: BHP Group (ASX:BHP), Fortescue (ASX:FMG), REA Group (ASX:REA), Nvidia (NASDAQ:NVDA), Alibaba (NYSE:BABA), Tencent (HKEX:0700), Betashares Japan Currency Hedged ETF (ASX:HJPN), BetaShares NASDAQ 100 ETF (ASX:NDQ).———Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)———Looking for some of our favourite research tools?Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Screen the market with GuruFocus Track your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ———Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
In this episode of Current Account, Clay is joined by two IIF colleagues, Marcello Estevão, Managing Director and Chief Economist, and Gene Ma, Head of China Research and Chief Representative for the Asia-Pacific region, to take a closer look at China's evolving role in the global economy at a time when growth is no longer the country's top priority. Long viewed as the engine of global expansion, China is now emphasizing domestic stability, reshaping trade patterns and global economic dynamics in the process. Drawing on recent travel across the region and insights from the IIF China Economic Forum, they discuss how policymakers and market participants are interpreting China's shift away from growth-driven stimulus toward a more measured approach. The conversation explores the drivers behind China's record trade surplus, including the role of weak imports alongside steady exports, ongoing challenges in the housing sector, rising household savings, and persistent deflationary pressures. Clay, Marcello, and Gene also examine how China's increasing focus on trade with emerging markets—and reduced engagement with advanced economies—is reshaping global trade flows. The episode concludes with a forward-looking discussion on what really matters for understanding China in 2026, and why the key question may no longer be how fast China grows, but how its new economic posture affects the rest of the world. This IIF Podcast was hosted by Clay Lowery, Executive Vice President, Research and Policy, with production and research contributions from Christian Klein, Digital Graphics and Production Associate and Miranda Silverman, Senior Program Assistant.
On Episode 794 of The Core Report, financial journalist Govindraj Ethiraj talks to Anshuman Kanoria, Chairman of the Indian Tea Exporters Association. We also have an excerpt from our recent panel discussion “Tax and Tariffs” featuring Ajay Rotti, Founder of Tax Compaas; Madhavi Arora, Chief Economist at Emkay Global; Ritesh Kanodia, Partner—Indirect Tax Litigation and Advisory at Aurtus; and Rahul Mehta, Chief Mentor of the Clothing Manufacturers Association of India (CMAI).SHOW NOTES(00:00) Stories of the Day(00:50) Dip buying is the new term, how long will it last?(03:33) Why inflation is projected to rise(05:17) Oil tankers carrying Russian oil switch away from India(06:55) Strengthening India's Global Tea Trade(19:48) India is well poised to take advantage of lower tariffsRegister for India Finance and Innovation Forum 2026https://tinyurl.com/IFIFCOREFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
Bill Adams, Chief Economist, Comerica Bank /Fifth Third Bancorp (Nasdaq: FITB)
Stephen Grootes speaks to Isaah Mhlanga, Chief Economist and Head of Research at RMB about the landmark trade agreement between South Africa and China that grants South African exports duty-free access to the Chinese market, at a time of growing uncertainty around the future of AGOA. In other interviews, Luxity co‑founder Michael Zahariev unpacks Luxity's 2026 State of the Luxury Market Africa report’s findings, exploring how South Africa’s luxury market is maturing as consumers prioritise long‑term value, pre‑owned access and more considered expressions of status. 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.
Peter Schiff is the Chief Economist of Euro Pacific Asset Management and the Chairman of Schiff Gold. In this conversation, we discuss the state of the U.S. economy, inflation, tariffs, the weakening dollar, and the outlook for gold, silver, and bitcoin. We also dive into global trade, monetary policy, and engage in a heated debate over whether tariffs and a weaker dollar help or hurt the economy.====================BitcoinIRA: Buy, sell, and swap 80+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $1,000 in rewards.As markets shift, headlines break, and interest rates swing, one thing stays true — opportunity is everywhere. At Arch Public, we help you do more than just buy and hold. Yes, our dynamic accumulation algorithms are built for long-term investors… but where we really shine? Our arbitrage algos — designed to farm volatility and turbocharge your core positions. The best part of Arch Public's products is they are free! Yes, you heard that right, try Arch Public for free! Take advantage of wild moves in assets like $SOL, $SUI, and $DOGE, and use them to stack more Bitcoin — completely hands-free. Arch Public is already a preferred partner with Coinbase, Kraken, Gemini, and Robinhood, and our team is here to help you build smarter in any market. Visit Arch Public today, at https://www.archpublic.com, your portfolio will thank you.====================0:00 – Intro2:31 – Why metals are ripping9:41 – Tariff fight: who pays + price examples20:02 – Inflation data debate (CPI vs real-time metrics)23:29 – AI: deflation vs inflation argument28:15 – Can the U.S. rebuild manufacturing fast?39:44 – Gold vs Bitcoin debate49:44 – Peter Schiff's portfolio breakdown52:56 – “If inflation is low, why buy bitcoin?”56:56 – Schiff plugs: gold, funds, newsletter1:00:45 – Closing thoughts
President Trump finally announcing his pick for Fed chair: Kevin Warsh. Carl Quintanilla, Sara Eisen, and David Faber are all over the news this hour - with a deep-dive spanning his public comments as Fed governor back in 2008, to more on what it means for stocks with Apollo Global's Chief Economist. Plus: 2 Wall Street veterans who have worked with Warsh also gave their take - before the team caught up with one guest who was even seen as a front-runner in the race previously, NEC Director Kevin Hassett. Also in focus: what's driving Sandisk shares surging, Chevron's CEO on the company's fate in Venezuela, and why Apple shares are falling post-results despite strong iPhone sales.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Bob Murphy is a Senior Fellow at the Mises Institute and Chief Economist at Infineon. In this conversation, we discuss Federal Reserve policy, tariffs, and what's really happening in the U.S. economy. We break down the housing market, inflation, and what it all means for your wallet—plus Bob's Austrian economics perspective on gold, bitcoin, and the road ahead.=======================BitcoinIRA: Buy, sell, and swap 80+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $1,000 in rewards.=======================As markets shift, headlines break, and interest rates swing, one thing stays true — opportunity is everywhere. At Arch Public, we help you do more than just buy and hold. Yes, our dynamic accumulation algorithms are built for long-term investors… but where we really shine? Our arbitrage algos — designed to farm volatility and turbocharge your core positions. The best part of Arch Public's products is they are free! Yes, you heard that right, try Arch Public for free! Take advantage of wild moves in assets like $SOL, $SUI, and $DOGE, and use them to stack more Bitcoin — completely hands-free. Arch Public is already a preferred partner with Coinbase, Kraken, Gemini, and Robinhood, and our team is here to help you build smarter in any market. Visit Arch Public today, at https://www.archpublic.com, your portfolio will thank you.=======================0:00 – Intro1:52 – Why gold has outperformed bitcoin5:06 – Fed vs White House: power, politics, & “independence”17:03 – Tariffs, trade deficits, & inflation outlook22:06 – Stablecoins: why they matter & key risks28:34 – Economic data: what to trust?