Best podcasts about chief economists

Show all podcasts related to chief economists

Latest podcast episodes about chief economists

On The Tape
Never Doubt The American Consumer with Michelle Meyer, Mastercard's Chief Economist

On The Tape

Play Episode Listen Later Sep 19, 2025 49:03


In this episode of the Risk Reversal podcast, hosts Dan Nathan and Guy Adami welcome Michelle Meyer, Chief Economist at Mastercard, to discuss her career and economic insights. Meyer shares her journey from Lehman Brothers during the financial crisis to her current role at MasterCard. She reflects on key economic events, the housing market collapse, and the impact of the pandemic. The conversation covers the Federal Reserve's policies, consumer behavior, the influence of tariffs, and the resilience of the U.S. and global economies. Meyer emphasizes the importance of understanding behavioral economics and real-time data in navigating economic changes and predicting future trends. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Hugh Hewitt podcast
The Danger of Repeating the Paul Wellstone Memorial Event

Hugh Hewitt podcast

Play Episode Listen Later Sep 19, 2025 79:52


Hugh discusses the upcoming funeral for Charlie Kirk, Jimmy Kimmel's show being suspended indefinitely by ABC, and talks with Noah Rothman, Senior Writer, National Review, Tie Lasater, CEO, Lasater Capital, and Jonathan Williams, President, Chief Economist, American Legislative Exchange Council.See omnystudio.com/listener for privacy information.

Kerre McIvor Mornings Podcast
Eric Crampton: NZ Initiative Chief Economist on the GDP contracting 0.9%

Kerre McIvor Mornings Podcast

Play Episode Listen Later Sep 19, 2025 10:24 Transcription Available


How much blame for the GDP drop can be placed at the feet of the Reserve Bank? GDP's fallen 0.9 percent in the June quarter – a much sharper drop than economists had been expecting. NZ Initiative Chief Economist Eric Crampton told Kerre Woodham what we're feeling is an effect of getting inflation back in line, but he wouldn't necessarily blame the Reserve Bank for the drop. He says it's one big job is keeping inflation in the 1-3% band, and it largely forgot what it's job was in 2020 and 2021, and went overboard with the spending. Crampton says he wouldn't blame the bank's current round of tightening, but rather the prior round of exuberance that required it. LISTEN ABOVE See omnystudio.com/listener for privacy information.

Breaking Banks Fintech
Surviving the VUCA Bazooka: Turning Volatility, Uncertainty, Complexity, and Ambiguity into Competitive Advantage

Breaking Banks Fintech

Play Episode Listen Later Sep 18, 2025 48:58


In This Episode Gyrating securities prices, perplexing consumer confidence numbers, multiple revisions of jobs numbers, varying interest rate forecasts- that's VUCA: Volatility, Uncertainty, Complexity, and Ambiguity. Tim Mahedy is Founder and Chief Economist at Access Macro and serves as the Chief Economist at Alloy Labs, and his perspective, shaped by time at the IMF, as the Chief of Staff at the San Francisco Federal Reserve, and by advising leaders globally, comes at a critical moment. He joins host JP Nicols to reveal why the old banking playbooks are dead, how the “VUCA Bazooka” is reshaping the landscape not just now, but for the foreseeable future, and what bold leaders must do now to turn chaos into their biggest competitive advantage. If you don't want to be left behind, this is your wake-up call, and your blueprint to winning in 2026 and beyond. JP Nicols and Tim Mahedy will be giving an executive briefing on their findings and recommendations on October 2nd. Learn more and register at AlloyLabs.com/events

The Money Show
SARB holds repo rate; Is now the right time to move your money offshore amid global pressures?

The Money Show

Play Episode Listen Later Sep 18, 2025 78:41 Transcription Available


Motheo Khoaripe speaks to Goolam Ballim, Chief Economist at Standard Bank and Justin Easthorpe, Provincial Sales Manager for ooba Home Loans, about the South African Reserve Bank’s decision to hold the repo rate steady at 7%, despite global economic uncertainty and domestic challenges such as US tariffs and rising electricity costs. In other interviews, Patrick Mathidi of Aluwani Capital Partners and Gary Booysen of Rand Swiss, explore the risks of "Rand roulette"—why South Africans often rush to buy dollars during rand weakness, the pitfalls of trying to time the currency, and how to craft a disciplined offshore investment strategy instead. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

The Current
Cracks in the Canadian economy

The Current

Play Episode Listen Later Sep 18, 2025 20:14


What does the Bank of Canada cut to its key interest rate mean for you - and for Canada's economy? CBC's Senior Business Correspondent Peter Armstrong joins us to walk through the bad and the slightly less bad economic news. We'll also talk to Avery Shenfeld, Managing Director and Chief Economist of CIBC, and Pedro Antunes, the Chief Economist at The Conference Board of Canada to look at what the coming months could bring.

Heather du Plessis-Allan Drive
Kelly Eckhold: Westpac Chief Economist on what the latest GDP drop means for the economy

Heather du Plessis-Allan Drive

Play Episode Listen Later Sep 18, 2025 4:50 Transcription Available


The GDP drop has sparked concern among experts, and it's prompted many to update their economic outlook. GDP's fallen 0.9 percent in the June quarter - much further than the Reserve Bank and all economists had been expecting. Westpac Chief Economist Kelly Eckhold says Q3 indicators are already looking better, but the bank's upgraded their October OCR call. "We upgraded our October call from a 25 point cut to a 50 point cut...the GDP number was quite a bit weaker than everybody's predictions." LISTEN ABOVESee omnystudio.com/listener for privacy information.

The Best of the Money Show
SARB keeps repo rate steady amid global and domestic pressures

The Best of the Money Show

Play Episode Listen Later Sep 18, 2025 9:00 Transcription Available


Motheo Khoaripe speaks to Goolam Ballim, Chief Economist at Standard Bank, and Justin Easthorpe, Provincial Sales Manager for ooba Home Loans, about the South African Reserve Bank’s decision to hold the repo rate steady at 7%, amid global economic uncertainty and domestic challenges such as US tariffs and rising electricity costs. They unpack the implications for inflation, consumer purchasing power, and the outlook for GDP growth, as well as the central bank’s call for structural reforms over inflationary solutions. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

The POWER Business Show
Sarb MPC keeps repo rate at 7%

The POWER Business Show

Play Episode Listen Later Sep 18, 2025 7:46


Tehillah Niselow is In conversation with Sanisa Packirisamy, Chief Economist at Momentum InvestmentsSee omnystudio.com/listener for privacy information.

Best of Business
Kelly Eckhold: Westpac Chief Economist on what the latest GDP drop means for the economy

Best of Business

Play Episode Listen Later Sep 18, 2025 4:59 Transcription Available


The GDP drop has sparked concern among experts, and it's prompted many to update their economic outlook. GDP's fallen 0.9 percent in the June quarter - much further than the Reserve Bank and all economists had been expecting. Westpac Chief Economist Kelly Eckhold says Q3 indicators are already looking better, but the bank's upgraded their October OCR call. "We upgraded our October call from a 25 point cut to a 50 point cut...the GDP number was quite a bit weaker than everybody's predictions." LISTEN ABOVESee omnystudio.com/listener for privacy information.

Unchained
The Chopping Block: Stablecoin-as-a-Service: The Next Big Crypto Gold Rush? - Ep. 906

Unchained

Play Episode Listen Later Sep 18, 2025 60:44


Welcome to The Chopping Block – where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. This week, we're joined by Gordon Liao, Chief Economist at Circle, to dissect the Stablecoin Wars. From Circle's Arc and Stripe + Paradigm's Tempo, to Solana's native stablecoin push and Hyperliquid's deal, we unpack why everyone suddenly wants their own chain or branded stablecoin. Is this the future of crypto's monetary layer — or just a fragmentation nightmare? We dig into FX use cases, PMF for stablecoins, collective bargaining power of ecosystems, and whether “stablecoin-as-a-service” is the next killer primitive or a liquidity trap. Show highlights

The Money Show
MPC Preview: SARB's Rate path Ahead; Shapeshifter: Aubrey Tau on Moja Love & Tau Foods 

The Money Show

Play Episode Listen Later Sep 17, 2025 76:21 Transcription Available


Motheo Khoaripe sits down with Mpho Molopyane, Chief Economist at Alexander Forbes Investments and Albert Botha, Head of Fixed Income at Ashburton Investment, to discuss the upcoming Monetary Policy Committee (MPC) meeting. They explore expectations for interest rates, inflation trends, and the factors likely to influence the Reserve Bank’s next policy decision. 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.  In other interviews, Aubrey Tau, talks about his journey, from giving township voices a TV platform to scaling a black-owned food business that produces nearly 100,000 trays of eggs a month.  Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

The CU2.0 Podcast
CU 2.0 Podcast Episode 370 Raddon Chief Economist Bill Handel on What's Coming At You

The CU2.0 Podcast

Play Episode Listen Later Sep 17, 2025 42:02 Transcription Available


Send us a textYou might know it as the dismal science, but a conversation with Bill Handel, Chief Economist of Raddon, a Fiserv company, is anything but dismal.  It in fact is an enlightening romp through the complexities and confusions of today's global economy.In the show Handel makes a prediction about the future of interest rates - and, no, don't expect an imminent return of 4% 30 year fixed rate mortgages.  He also talks about how young adults are adjusting their financial habits to navigate today's economy.Importantly, too, Handel explains what is going on in the White House's attempt to reset the global economy - and he indicates that the present economy is something of an artifact of the aftermath of World War II so there are reasons to think a reset is in order.But how is a credit union CEO supposed to navigate in a global economy that is filled with uncertainties? Handel's advice is to create plans that feature built in flexibility - because, really, you don't know where interest rates will be a year from now.  Staying flexible will be key to succeeding, he says.Handel also says that the operating margins of credit unions have to improve.  Period.  He tells why in the show.Dismal science? Not in this show.  Here, economics becomes an exciting tool for navigating what's coming at us.Listen upListen up.Like what you are hearing? Find out how you can help sponsor this podcast here. Very affordable sponsorship packages are available. Email rjmcgarvey@gmail.com  And like this podcast on whatever service you use to stream it. That matters.  Find out more about CU2.0 and the digital transformation of credit unions here. It's a journey every credit union needs to take. Pronto

IFN OnAir
IFN Oman Forum 2025 - Keynote Address

IFN OnAir

Play Episode Listen Later Sep 17, 2025 10:39


Dr Qais Issa Mohammed Al Yahyai , Chief Economist, Central Bank of Oman

The Best of the Money Show
What to expect from the central bank's MPC

The Best of the Money Show

Play Episode Listen Later Sep 17, 2025 8:10 Transcription Available


Motheo Khoaripe sits down with Mpho Molopyane, Chief Economist at Alexander Forbes Investments, and Albert Botha, Head of Fixed Income at Ashburton Investments, to discuss the upcoming Monetary Policy Committee (MPC) meeting. They explore expectations for interest rates, inflation trends, and the factors likely to influence the Reserve Bank’s next policy decision. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Conversations That Matter
David Williams Untapping Canada's Potential

Conversations That Matter

Play Episode Listen Later Sep 17, 2025 24:13


Ep 552 - Untapping Canada's Potential Guest: David Williams By Stuart McNish   The untapped potential of Canada's natural resource sector is staggering, says David Williams. Williams is the Chief Economist of the Business Council of British Columbia, who has worked in conjunction with business councils in Alberta, Saskatchewan, and Manitoba. Collectively, they issued a report called “Untapped Potential: Driving Canadian Prosperity Through Natural Resources.”   The report focuses on the vital role that indigenous involvement plays in unlocking resource development. The challenge, according to the report, is “rather than making firm, accountable decisions on how to exercise its duties within project reviews, the federal government has left these matters in limbo, deferring tough choices to the courts to avoid political risk.”   The report is pointed and harsh, stating that “the Crown's unclear process has increased an already uncertain business environment, making it more challenging for companies to navigate their Indigenous engagement efforts.”   We invited David Williams to join us for a Conversation That Matters about a path to unlocking Canada's potential to the benefit of all of us.     You can see the interview here https://www.conversationsthatmatter.ca/   Learn More about our guests career at careersthatmatter.ca

AIB Market Talk
Central Banks in Focus: ECB Holds, Fed Cuts

AIB Market Talk

Play Episode Listen Later Sep 17, 2025 22:30


As global markets brace for pivotal central bank decisions, this episode dives into the upcoming Federal Reserve meeting, where a potential rate cut could signal a shift in U.S. monetary policy. Meanwhile, the European Central Bank holds steady, opting to keep rates unchanged despite persistent inflation concerns. What do these diverging strategies mean for investors, businesses, and the broader economy? Join our Chief Economist, David McNamara, and Sarah McGinley from our Treasury team, as they unpack the implications, explore market reactions, and discuss what's next for global financial markets.Visit our website and subscribe to receive AIB's Economic Analysis direct to your inbox. You can also find us on Twitter @TreasuryAIB . Our full legal disclaimer can be viewed here https://aib.ie/fxcentre/podcast-disclaimer. Registered in Ireland: No: 24173 Allied Irish Bank p.l.c is regulated by the Central Bank of Ireland AIB Customer Treasury Services is a registered business name of Allied Irish Banks, p.l.c. Registered Office: 10 Molesworth Street, Dublin 2

The IRF Podcast
“Is US Economic Policy on a Sustainable Track?”, Dimitris Valatsas, Auroa Macro Strategies

The IRF Podcast

Play Episode Listen Later Sep 17, 2025 17:41


David Osman of IRF is joined by Dimitris Valatsas, the Chief Economist at Auroa Macro Strategies. ----more---- In this podcast they discuss the prospects for US economy and the financial markets. Dimitris considers the impact of the Trump Administration's immigration policies on a weakening labour market. He also assesses the outlook for US monetary policy with particular reference to the prospective erosion of the central bank's independence and what this would mean for inflation and interest rates. Dimitris reviews the legal challenge to President Trump's tariff policies and what this could mean for fiscal policy, given the projected high level of the federal budget deficit. He then discusses the outlook for the US dollar and concludes with an assessment of the importance of the A.I. investment theme for the economy and the stock market. Dimitris Valatsas has over a decade of experience advising asset managers, hedge funds, family offices, and other financial institutions on macroeconomic and market developments, focusing on the USA and Europe. Aurora Macro Strategies provides actionable insights on global macroeconomics, geopolitics and policies. The AMS team has decades of experience advising investors across developed and emerging markets. Their research and advisory process is organised around four central pillars: Neutrality, Confidentiality, Forward Thinking analysis and a Diversity of viewpoints.

Ibec Voices
Reaction: Government's Action Plan on Competitiveness and Productivity

Ibec Voices

Play Episode Listen Later Sep 17, 2025 22:08


The recent publication of the Government's Action Plan on Competitiveness and Productivity is a positive and important step in future-proofing Ireland's economic model in a time of global change.In this episode of Ibec Responds, Gerard Brady, Chief Economist, and Fergal O'Brien, Executive Director of Lobbying and Influence, examine the detail of the Action Plan, the strong alignment between elements of the plan and Ibec's “Our Business Ambition” campaign which was launched this past May, the importance of this plan in securing future international investment in Ireland, and the need for Budget 2026 to provide the necessary resources to underpin the plan's objectives. Thank you for listening. To explore all of Ibec's podcast offering, visit here. Make sure to follow Ibec Podcasts to stay up to date with new episodes.

Early Edition with Kate Hawkesby
Mike Jones: BNZ Chief Economist on GDP figures released today

Early Edition with Kate Hawkesby

Play Episode Listen Later Sep 17, 2025 3:51 Transcription Available


An economist is predicting a gloomier number than the Reserve Bank from the latest GDP figure. Stats NZ data on GDP for the year's second quarter will be released today. The Reserve Bank's predicting a 0.3 percent drop. BNZ Chief Economist Mike Jones is a picking a 0.5 percent fall. He told Ryan Bridge economic growth is probably going to be slow for a while. Jones says it will probably be until next year that we see what can be classed as recovery. LISTEN ABOVE See omnystudio.com/listener for privacy information.

The Money Show
BASA slams Tau's credit U-turn; Moody's warns SA trapped in costly debt spiral

The Money Show

Play Episode Listen Later Sep 15, 2025 82:04 Transcription Available


Motheo Khoaripe speaks to Khulekani Mathe, CEO designate of Business Unity South Africa, and John Dludlu, CEO of the Small Business Institute, Refilwe Monageng, Chief Executive of the Black Entrepreneurs Alliance, about the growing rift between government and business over Minister Parks Tau’s sudden withdrawal of proposed credit reforms — a move critics say undermines trust, due process, and efforts to close the R350bn funding gap for small enterprises. In other interviews, Dr Azar Jammine, Director and Chief Economist at Econometrix, explains South Africa’s debt troubles after Moody’s flagged weak growth, rising fiscal strain and structural hurdles. 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/TalkRadio702702 on TikTok: https://www.tiktok.com/@talkradio702702 on Instagram: https://www.instagram.com/talkradio702/702 on X: https://x.com/CapeTalk702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalkCapeTalk on TikTok: https://www.tiktok.com/@capetalkCapeTalk on Instagram: https://www.instagram.com/CapeTalk on X: https://x.com/Radio702CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

The Best of the Money Show
Moody's: SA stuck in debt trap as high borrowing costs bite

The Best of the Money Show

Play Episode Listen Later Sep 15, 2025 14:03 Transcription Available


Motheo Khoaripe speaks to Dr Azar Jammine, Director and Chief Economist at Econometrix, about South Africa’s debt troubles after Moody’s flagged weak growth, rising fiscal strain and structural hurdles. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

The Annex Wealth Management SWOT Podcast
AI fueling capital spend

The Annex Wealth Management SWOT Podcast

Play Episode Listen Later Sep 15, 2025 6:56


Hosted by Chief Economist, Brian Jacobsen, and Chief Investment Officer, Derek Felske.

The Herle Burly
Frances Donald: State of the Canadian Economy in Shock?

The Herle Burly

Play Episode Listen Later Sep 13, 2025 67:26


The Herle Burly was created by Air Quotes Media with support from our presenting sponsor TELUS, as well as CN Rail, and Fidelity Investments Canada.Alright, you curiouser and curiouser Herle Burly-ites, today on the show, the unofficial Herle Burly in-house economist ... Frances Donald is here! As I referred to her last time out, she's the Economist Explainer in Chief. The person who puts the FUN in economic fundamentals. The Senior Vice-President and Chief Economist at The Royal Bank of Canada. I'm super happy Frances is here because it feels like everything is changing with regard to our economic relationship with the United States. So today, I'd like her to explain this to me: What is the state of the Canadian economy in the context that new reality. Thank you for joining us on #TheHerleBurly podcast. Please take a moment to give us a rating and review on iTunes, Spotify, Stitcher, Google Podcasts or your favourite podcast app.Watch episodes of The Herle Burly via Air Quotes Media on YouTube.The sponsored ads contained in the podcast are the expressed views of the sponsor and not those of the publisher.

The Eurofile
It's Complicated: A Status Update on EU Trade, Mercosur, and The State of the Union feat. Sander Tordoir and Federico Steinberg

The Eurofile

Play Episode Listen Later Sep 11, 2025 46:54


Max and Donatienne are back from summer vacation with a preview of European Commission president Ursula von der Leyen's State of the Union address to European Parliament this week. Then, Sander Tordoir and Federico Steinberg came back on The Eurofile to break down the EU-Mercosur trade agreement, the latest moves in EU trade, and what progress has been made in the past year to implement the The Draghi Report. Sander Tordoir is Chief Economist at the Centre for European Reform Senior Associate (non-resident) with the CSIS Europe, Russia, and Eurasia Program. Federico Steinberg is a Visiting Fellow with the CSIS Europe, Russia, and Eurasia Program and Prince of Asturias Distinguished Visiting Professor at Georgetown University. Note: this episode was recorded on September 5, 2025. We want to hear from YOU on The Eurofile! Please submit your questions or feedback to ⁠erep@csis.org⁠ with “Eurofile Listener Feedback” in the subject line. Or, find us on social media: X: @csiserep Bluesky: erep.csis.org Learn more:   ⁠Russian Roulette | CSIS Podcasts⁠

Total Information AM
Tariffs have increased the materials cost for construction projects

Total Information AM

Play Episode Listen Later Sep 11, 2025 7:02


Ken Simonson, Chief Economist, Associated General Contractors of America, joins Megan Lynch with details on the higher costs of building, 'The outlook remains fairly bleak for construction,' says Simonson, calling it, 'an essential part of the economy.'

The Why? Curve
Labour's Money Problems

The Why? Curve

Play Episode Listen Later Sep 11, 2025 42:25


The chancellor has ten weeks to find a way to balance the books. But is she going to raise taxes - and risk harming economic growth? Or does she cut the welfare budget - and bring misery to many of those who voted her government into power? Has Keir Starmer now taken control of the process from Rachel Reeves - and these dilemmas? Kallum Pickering, Chief Economist at Peel Hunt, takes Phil and Roger through the options for November's budget and the likely choices. Hosted on Acast. See acast.com/privacy for more information.

The Rebel Capitalist Show
Bloomberg Chief Economist Makes SHOCKING Recession Prediction

The Rebel Capitalist Show

Play Episode Listen Later Sep 10, 2025 13:01


Want the cheat code to protect and grow your wealth? Check out Rebel Capitalist Pro https://rcp.georgegammon.com/pro

The Brand Called You
Work, Wisdom & Small Business | Liz Wilke, Chief Economist, Small Business Intelligence

The Brand Called You

Play Episode Listen Later Sep 10, 2025 33:05


Chief Economist Liz Wilke shares her journey from philosophy to big data, her passion for small businesses, and her views on AI, remote work, and mentorship. A powerful conversation on how grit, excellence, and curiosity shape success.00:37- About Liz WilkeLiz is the chief economist at Chase.She was a principal economist at Gusto.

The Road to Autonomy
Episode 330 | Q3 2025 Energy Market Outlook: Texas Drives Record Global Oil Demand Amid AI Revolution and Geopolitical Shifts

The Road to Autonomy

Play Episode Listen Later Sep 9, 2025 40:57


Dean Foreman, Chief Economist, Texas Oil & Gas Association joined Grayson Brulte on The Road to Autonomy podcast to discuss how record-breaking global energy demand and Texas's energy dominance are reshaping markets amid the AI revolution and shifting geopolitical dynamics. With the Energy Information Administration (EIA) projecting consecutive oil demand records of 103.7 million barrels per day in 2025 and 104.9 million barrels per day in 2026, Texas has emerged as the undisputed energy powerhouse, now producing 42% of US oil and 30% of US natural gas while generating $27.3 billion in state tax revenue and supporting over 1.3 million jobs.The Permian Basin continues to demonstrate remarkable productivity gains, delivering 20% more output using 40% fewer rigs compared to 2018-2019 levels through advanced data analytics and re-fracking technologies. This efficiency revolution has enabled Texas to account for 80% of US oil growth year-to-date while natural gas demand reaches record highs of 148.7 trillion cubic feet globally. Despite economic headwinds including record $18.4 trillion household debt and softening labor indicators, energy markets continue to show resilience with diesel demand up 4% and jet fuel climbing 5% year-over-year, reflecting continued industrial activity and travel recovery.Natural gas is rapidly becoming the critical infrastructure powering AI data centers and the digital economy, with hyperscalers increasingly turning to co-located natural gas generation for reliable 24/7 electricity. As geopolitical tensions create new energy partnerships between Russia and China through proposed pipelines capable of 5 billion cubic feet per day, and Europe relies on up to 75% of Texas LNG exports during peak periods, traditional energy resources prove foundational not just to current economic prosperity but to the future of automation, artificial intelligence, and global technological advancement.Episode Chapters0:00 Weakening U.S. Dollar & Interest Rates2:21 Growing Household Debt4:20 Emerging Markets & Supply Chains5:27 Growing Natural Gas Demand12:49 Growing Global Oil Demand16:51 Potential Weakening U.S. Economy18:33 Global Oil Supply21:27 China24:49 Europe29:55 Permian Basin 32:58 ADS Business Conditions Index34:33 Tech's Impact on Oil & Natural Gas Industry36:03 Texas Oil & Natural Gas Industry's Economic Impact 37:52 Next QuarterRecorded on Thursday, September 4, 2025--------About The Road to AutonomyThe Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Money Show
Anglo and Teck merge to form mining giant; SA economy surprises with modest Q2 growth

The Money Show

Play Episode Listen Later Sep 9, 2025 77:41 Transcription Available


Stephen Grootes speaks to Miningmx Editor, David McKay, and Dawid Heyl, co-portfolio manager for Global Natural Resources at Ninety One, about the landmark merger between Anglo American and Teck. The deal, structured as a merger of equals, will create a global mining powerhouse with a dominant position in critical minerals vital for the energy transition. In other interviews, Sifiso Mkwanazi, Chief Economist at Alexforbes, chats about South Africa’s sluggish economy, after Stats SA reported 0.8% growth in the second quarter of 2025, the strongest in over a year and well above the 0.1% seen in the first quarter, driven by mining, manufacturing and household spending, though overall growth remains uneven, with GDP up just 0.6% year-on-year. 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/TalkRadio702702 on TikTok: https://www.tiktok.com/@talkradio702702 on Instagram: https://www.instagram.com/talkradio702/702 on X: https://x.com/CapeTalk702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalkCapeTalk on TikTok: https://www.tiktok.com/@capetalkCapeTalk on Instagram: https://www.instagram.com/CapeTalk on X: https://x.com/Radio702CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

The Best of the Money Show
SA economy beats forecasts with modest Q2 growth

The Best of the Money Show

Play Episode Listen Later Sep 9, 2025 4:58 Transcription Available


Stephen Grootes speaks to Sifiso Mkwanazi, Chief Economist at Alexforbes, about South Africa’s sluggish economy, after Stats SA reported 0.8% growth in the second quarter of 2025, the strongest in over a year and well above the 0.1% seen in the first quarter. It was driven by mining, manufacturing and household spending, though overall growth remains uneven, with GDP up just 0.6% year-on-year. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Hidden Forces
How Stablecoins Will Transform Banking | Charles Calomiris

Hidden Forces

Play Episode Listen Later Sep 8, 2025 50:03


In Episode 438 of Hidden Forces, Demetri Kofinas speaks with Charles Calomiris, former Chief Economist at the Office of the Comptroller of the Currency, about his forthcoming paper “How Stablecoins Will Transform Banking,” which is based on a presentation he delivered at the Hoover Institution's annual monetary policy conference this past May. Demetri and Charles spend the first hour of their conversation laying out what stablecoins are and why Calomiris believes they are poised to transform our standard units of account through a revolution in real-time payments and a wholesale reinvention of the banking system, monetary policy, and the role of the dollar internationally. They discuss the significance of the recently signed “Genius Act,” explore the importance of bank charter modernization, and consider the broad public benefits of separating loans from deposits—ranging from faster, programmable settlement and greater competition in financial services to a reduction of systemic risk in areas where bank lending has become increasingly overconcentrated. The second hour is devoted to exploring some of the most important short- and long-term implications of stablecoin adoption, including: (1) Antitrust concerns over natural monopolies and network effects in stablecoin payment rails. (2) Near-term boost to demand for U.S. government debt, including the potential issuance of tokenized bills for gross real-time settlement. (3) Longer-term prospect of moving away from the dollar as the primary unit of account toward consumer bundles tied to assets, goods, and services that better reflect people's spending patterns—along with the implications for monetary policy, seigniorage, capital flows, and the preservation of purchasing power in these new currencies. Subscribe to our premium content—including our premium feed, episode transcripts, and Intelligence Reports—by visiting HiddenForces.io/subscribe. If you'd like to join the conversation and become a member of the Hidden Forces Genius community—with benefits like Q&A calls with guests, exclusive research and analysis, in-person events, and dinners—you can also sign up on our subscriber page at HiddenForces.io/subscribe. If you enjoyed today's episode of Hidden Forces, please support the show by: Subscribing on Apple Podcasts, YouTube, Spotify, Stitcher, SoundCloud, CastBox, or via our RSS Feed Writing us a review on Apple Podcasts & Spotify Joining our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and support the podcast at https://hiddenforces.io. Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas Episode Recorded on 09/02/2025

Heather du Plessis-Allan Drive
Shamubeel Eaqub: Simplicity chief economist on the feasibility of NZ First's proposed KiwiSaver reforms

Heather du Plessis-Allan Drive

Play Episode Listen Later Sep 8, 2025 4:30 Transcription Available


An economist has raised concerns over NZ First's proposed reform for KiwiSaver contributions - and claimed they're not feasible. NZ First recently promised to make it compulsory and increase contributions from employers and workers to 10 percent - offset by a tax cut. Simplicity chief economist Shamubeel Eaqub says he approves of the idea of a compulsory scheme, but warns we can't afford a tax-funded one. LISTEN ABOVESee omnystudio.com/listener for privacy information.

EconoFact Chats
The U.S. Economy: Still the “Envy of the World”?

EconoFact Chats

Play Episode Listen Later Sep 7, 2025 28:19


Less than a year after The Economist labeled the U.S. economy the 'envy of the world,' concerns are arising from disappointing jobs reports, slowing GDP growth, and rising prices. In this EconoFact Chats episode, Mark Zandi notes that tariffs and a restrictive immigration policy are contributing to the likelihood of recession and inflation, although he discounts the possibility of a return to the severe stagflation of the 1970s. He also highlights the risks posed by a ballooning national debt. On a positive note, Mark notes the contributions of the AI boom to the economy. Mark is the Chief Economist of Moody's Analytics. He serves on the board of directors of MGIC, the nation's largest private mortgage insurance company, and is the lead director of Reinvestment Fund, one of the nation's largest community development financial institutions.

Squawk on the Street
SOTS 2nd Hour: August Jobs Report w/JPMorgan Chief Strategist & Goldman Chief Economist… & LIVE: Lululemon CEO 9/5/25

Squawk on the Street

Play Episode Listen Later Sep 5, 2025 42:54


Markets taking a leg lower after this morning's August Jobs Report: Sara Eisen and Carl Quintanilla broke down the numbers and key takeaways with JPMorgan's Chief Strategist David Kelly – before discussing what it means for the Fed with Goldman Sachs Chief Economist Jan Hatzius. Meanwhile, Lululemon the stock story of the day… Slumping double-digits after weak guidance and earnings: CEO Calvin McDonald joined the team in a CNBC exclusive to talk the road ahead, and what went wrong this quarter.  Also in focus: Is a 1 *trillion* dollar pay package in play for Tesla CEO Elon Musk? Details on the unprecedented proposal this hour – alongside analysis on the big AI trades of the day, spanning Broadcom to Samsara.  Squawk on the Street Disclaimer

The Get Ready For The Future Show
Fastest Four: Stock Market Over-Valued?

The Get Ready For The Future Show

Play Episode Listen Later Sep 5, 2025 3:18


Is today's stock market priced too high? Economist Brian Wesbury, Chief Economist at First Trust Advisors, has been warning that the market is overvalued by roughly 40% based on his fair value model of the S&P 500. In this week's Fastest 4 Minutes in Finance, Scott Inman breaks down Wesbury's analysis: Why rising Treasury yields could drag stock values lower Why First Trust has set a year-end S&P 500 target of 5,200 (a potential 19% drop) What AI, big tech, and other sectors may mean for long-term growth opportunities Bottom line: Expect volatility in the coming months, but remember—the key is to stay invested for long-term growth while working with a financial advisor to make smart adjustments along the way.

Get Hired with Andrew Seaman
Is AI Already Taking Jobs? LinkedIn's Chief Economist on the State of the Labor Market

Get Hired with Andrew Seaman

Play Episode Listen Later Sep 4, 2025 22:49


Help us improve the show by filling out our audience survey: bit.ly/4j01Gq0  In this episode of Get Hired, LinkedIn Editor Andrew Seaman welcomes LinkedIn Chief Economist Karin Kimbrough back to the show to decode the mixed signals in today's labor market. Karin shares why we're in what she calls a “two-speed economy,” which industries are still hiring, and why college graduates are facing such a challenging environment. Plus, Karin answers the question everyone wants to know: Is AI already taking jobs? Key Topics: Why the labor market feels "sluggish" The sectors still hunting for talent The rise of AI literacy skills across all industries Strategic advice for new graduates entering a tough market How AI is already impacting the job market The entrepreneurial mindset needed for modern career management Links & Resources: Follow Karin Kimbrough on LinkedIn here⁠ Join the Get Hired community on LinkedIn here⁠ Listen to more episode of Get Hired with Andrew Seaman here⁠

HPS Macrocast
Fed under fire: Examining the future of the central bank and U.S. economy under President Trump

HPS Macrocast

Play Episode Listen Later Sep 3, 2025 29:24


In this episode of The Penta Podcast Channel, host Ylan Mui dives deep into the evolving role of the Federal Reserve and its implications for the U.S. economy under President Trump. Joined by Heather Long, Chief Economist at Navy Federal Credit Union, they discuss the historically apolitical nature of the Fed and how it has come under unprecedented scrutiny from the White House. Heather shares insights on the Fed's independence, the potential impact of interest rate changes, and the broader economic landscape, including the challenges facing middle-class Americans. Tune in for an engaging exploration of how political dynamics are reshaping monetary policy and economic stability in the United States.

The Core Report
#668 Global Bond Markets Are Wobbling Again

The Core Report

Play Episode Listen Later Sep 3, 2025 22:52


On Episode 668 of The Core Report, financial journalist Govindraj Ethiraj talks to Prashant Agarwal, Co-Founder and JMD at Wazir Advisors as well as Paul Hickin, Chief Economist and Editor-in-Chief at Petroleum Economist.SHOW NOTES(00:00) Stories of the Day(01:09) Global bond markets are wobbling again, India gains in anticipation of GST rate cuts(04:13) Why gold prices are set to rise further(06:28) India's services sector continued its strong run, hitting a 15-year high in August on new orders and rising output led by international demand(07:38) Why Indian apparel companies have to go multi global location(11:50) New oil finds in South America are bringing in fresh supply in the face of fresh shifts in demand and supplyhttps://www.investing-referral.com/aff303⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to our Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow us on:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Linkedin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Youtube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Hidden Forces
Thematic Investing in an Age of Global Entropy | Marvin Barth

Hidden Forces

Play Episode Listen Later Sep 2, 2025 50:43


In Episode 437 of Hidden Forces, Demetri Kofinas speaks with Marvin Barth, founder of Thematic Markets and former Chief Economist for International Affairs at the U.S. Treasury, who previously served at the Federal Reserve and the Bank for International Settlements and has led global macro and FX strategy on both the sell side and the buy side. Marvin Barth and Demetri spend the first hour of their conversation unpacking his concepts of “localization,” “being is believing,” and “global entropy,” and how these thematic frameworks can help us understand changes in growth, inflation expectations, interest rates, the underperformance of emerging markets, the limits of monetary policy, and the weakening of American soft and hard power. The second hour begins with a conversation about the three pillars of Western primacy—mythology, economic dominance, and military superiority—and why Marvin believes that each of these has already peaked. They discuss how rivals to America's Post-World War II Liberal Order have used asymmetric warfare to thwart the West's dominance and are now in position to offer something radically different—a new sociopolitical and economic model that can rival Western capitalism and democracy. The two also explore scenarios ranging from a rapid dissolution of the global system to the managed emergence of a new bipolar order with two sets of economic and political ideologies, supply networks, and technological standards. This includes a broad discussion about portfolio construction, the role of the dollar, and how the broad international adoption of stablecoins could prove to be one of the most consequential stories of the coming decades. Subscribe to our premium content—including our premium feed, episode transcripts, and Intelligence Reports—by visiting HiddenForces.io/subscribe. If you'd like to join the conversation and become a member of the Hidden Forces Genius community—with benefits like Q&A calls with guests, exclusive research and analysis, in-person events, and dinners—you can also sign up on our subscriber page at HiddenForces.io/subscribe. If you enjoyed today's episode of Hidden Forces, please support the show by: Subscribing on Apple Podcasts, YouTube, Spotify, Stitcher, SoundCloud, CastBox, or via our RSS Feed Writing us a review on Apple Podcasts & Spotify Joining our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and support the podcast at https://hiddenforces.io. Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas Episode Recorded on 08/26/2025

Market Signals by LPL Financial
Here Comes the Historically Weak Month of September | LPL Market Signals

Market Signals by LPL Financial

Play Episode Listen Later Sep 2, 2025 32:51


In the latest Market Signals podcast, Jeffrey Buchbinder, LPL Research's Chief Equity Strategist, and Dr. Jeffrey Roach, Chief Economist, recap an up and down week for stocks, put September's historical weakness in perspective, provide an update on tariffs after Friday's important court decision, and preview the week ahead. Tracking: #790765

Alpha Exchange
Ken Rogoff, Professor of Economics, Harvard and Former Chief Economist, IMF

Alpha Exchange

Play Episode Listen Later Sep 2, 2025 53:40


On this episode of the Alpha Exchange, I had the pleasure of reconnecting with Ken Rogoff, Professor of Economics at Harvard and former Chief Economist at the IMF. In our conversation, we explore themes from his latest book, Our Dollar, Your Problem, a valuable retrospective, and analysis of the rise of the U.S. dollar as the world's reserve currency and the vulnerabilities that accompany it. In our discussion, Ken reflects on the privileges America enjoys from dollar dominance, namely lower borrowing costs, financial system centrality, and sanction power—while warning that such advantages are not guaranteed forever.We also explore the lessons from past debt and currency crises and the fragility of fixed exchange rate regimes. Here Ken shares firsthand experience as a policymaker who was among those whose advice was sought for how to address many of the prominent FX vol episodes of the 1990's.We turn to the main point of his book – that there are risks that come with assuming low interest rates will persist indefinitely and that our policy instability may be quietly undermining the dollar's status as the reserve currency. Ken underscores that debt sustainability is as much about politics as economics, and that weakening of central bank independence may threaten the dollar's safe-haven role. The main message: periods of calm often mask deep vulnerabilities and complacency about fiscal deficits, global dollar reliance, and policy credibility can quickly give way to instability.I hope you enjoy this episode of the Alpha Exchange, my conversation with Ken Rogoff.

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
Economist Jonathan Smoke Says The Market's Not Crashing—It's Accelerating

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier

Play Episode Listen Later Aug 29, 2025 16:34


Shoot us a Text.Episode #1133: Cox Automotive Chief Economist Jonathan Smoke joins Paul to talk tariffs, pent-up demand, and why Q3 might be best experienced with a little Abba. It's a data-rich conversation with serious implications for dealers navigating policy shifts, EV adoption, and consumer behavior.ASOTU's coverage of the 45th Annual NAMAD Annual Meeting is brought to you by Connected Dealer Services.Jonathan Smoke, Chief Economist at Cox Automotive, offers a deep dive into today's economic headwinds and consumer sentiment:Tariffs Echo the 1930s: Jonathan compares today's tariffs to policies that sparked the Great Depression, but says their current impact is more of a "roller coaster" than a collapse.Stabilization Surprises: Despite the policy shakeups, consumer spending has rebounded this summer. July auto sales were stronger than expected and August showed continued momentum.7 Million Buyers Still Waiting: Pent-up demand remains real. First-party data from AutoTrader, KBB, and dealer websites shows strong shopping interest, even among buyers still hunting for affordable payments.Best Time in 4 Years to Buy (If You Have Credit): Incentives, leasing deals, and EV discounts make this a prime moment for well-qualified buyers—especially for electrified vehicles.EV Adoption Is Not Slowing Down: July marked the highest market share ever for EVs in the U.S. at 9.1%. EVs are now priced lower than ICE vehicles, and the replacement cycle is kicking in.Electrification Is Inevitable: Jonathan predicts most multi-car households will have at least one EV. He drives a PHEV himself and sees plug-ins as an optimal choice for daily commutes.China May Be the Wildcard: Smoke believes Chinese EVs entering the U.S. market is a matter of when, not if—and that it may be the key to returning to a consistent 17M SAAR.Bonus Track: For Q3, Jonathan's playlist is inspired by ABBA's Gold—think "Money, Money, Money" meets “Gimme! Gimme! Gimme!” as a soundtrack to the Big Beautiful Bill (BBBBA).Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

WTFinance
The Twilight of America's Financial Empire? with Kenneth Rogoff

WTFinance

Play Episode Listen Later Aug 29, 2025 42:54


Interview recorded - 29th of October, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming on Kenneth Rogoff. Kenneth is a world-renowned economist, former Chief Economist at the International Monetary Fund & Maurits C. Boas Professor at Harvard University. During our conversation we spoke about liberation day, impact on global economy, whether it would help manufacturing in the US, deficits, risk of US Dollar supremacy and more. I hope you enjoy!0:00 - Introduction1:42 - Current macroeconomics2:52 - Liberation day5:47 - Manufacturing in the US?8:10 - Concentrated Manufacturing12:08 - Deficits14:32 - Inflation16:57 - Fallout of continued deficits20:10 - Central bank independence26:52 - Chinese deflation29:42 - End of US Dollar Hegemony?34:42 - Replacing the US Dollar39:22 - US Dollar liquidity40:38 - One message to takeaway?Kenneth Rogoff is Maurits C. Boas Professor at Harvard University, and former chief economist at the IMF. His influential 2009 book with Carmen Reinhart, This Time Is Different: Eight Centuries of Financial Folly, shows the remarkable quantitative similarities across time and countries in the roots and aftermath of debt and financial crises. Rogoff is also known for his pioneering work on central bank independence, and on exchange rates. He is co-author of the widely-used graduate text, Foundations of International Macroeconomics. His 2016 book The Curse of Cash looks at the past, present and future of currency from standardized coinage to crypto-currencies. His monthly syndicated column on global economic issues is published in over 50 countries. Rogoff's 2025 book Our Dollar, Your Problem: An Insider's View of Seven Turbulent Decades of Global Finance and the Road Ahead offers a sweeping view of the post-war rise of the dollar, the challenges the rest of the world has in dealing with it, and how this experience can help inform the contours of the evolving new global financial system.Rogoff is an elected member of the National Academy of Sciences and the American Academy of Arts and Sciences. He has long ranked among the top dozen most cited economists, and is an international grandmaster of chess.Kenneth Rogoff - Book: https://yalebooks.yale.edu/book/9780300275315/our-dollar-your-problem/Website: https://rogoff.scholars.harvard.edu/X: https://x.com/krogoffWTFinance -Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseasThumbnail image from - https://www.fairobserver.com/economics/our-dollar-your-problem-market-stress-exchange-rate-feedback-and-the-fiscal-reckoning-ahead/

Food Talk with Dani Nierenberg
505. A Flesh Eating Parasite Spreads, Deportation Fears Hurt Farmers, and a Conversation with Maximo Torero on Why Global Hunger is Falling—But Progress Remains Uneven

Food Talk with Dani Nierenberg

Play Episode Listen Later Aug 28, 2025 44:55


On Food Talk with Dani Nierenberg, Dani speaks with Maximo Torero, Chief Economist for the U.N. Food and Agriculture Organization. They discuss what the latest numbers reveal about progress on food and nutrition security in the world, why food price inflation is outpacing global inflation, and the opportunities food and agriculture systems offer youth—along with the policies that can help them unlock this potential. Plus, hear about the first human case of a flesh-eating parasite detected in the United States and why it matters for farmers, a key deforestation agreement that's under threat in Brazil, Nigeria's malnutrition crisis, and the economic damage caused by the Trump-Vance Administration's deportation efforts.  While you're listening, subscribe, rate, and review the show; it would mean the world to us to have your feedback. You can listen to “Food Talk with Dani Nierenberg” wherever you consume your podcasts.

STR Data Labâ„¢ by AirDNA
STR Secrets From America's Cleanest Property Manager

STR Data Labâ„¢ by AirDNA

Play Episode Listen Later Aug 28, 2025 36:37


In this episode of the STR Data Lab, host Jamie Lane, Chief Economist at AirDNA, interviews Will Risbourg, owner of Two Casitas, a vacation rental company in Santa Fe. Two Casitas, founded in 1998, is a family business that started with two guesthouses and has grown to over 100 listings, maintaining a 4.93 rating with thousands of reviews. Will discusses the company's history, their focus on customer service, and their early adoption of online short-term rentals before platforms like Airbnb became popular. He attributes their success to proactive guest communication and a strong partnership with Estela's Cleaning Services, stressing the importance of quality cleaners in maintaining high standards. The company navigates challenges such as older property maintenance, local regulatory issues, and economic fluctuations. Despite these challenges, Two Casitas has achieved organic growth through their dedication to providing exceptional guest experiences, which in turn attracts new homeowners to their portfolio. Will also explains the company's cautious approach to expansion, considering the unique advantages Santa Fe offers, such as less economic sensitivity and compact geography, making it a favorable market for short-term rentals. Additionally, they utilize tools like Breezeway for guest communication and Beyond for dynamic pricing. Throughout the interview, Will emphasizes that true dedication to quality service is vital for sustainable growth in the vacation rental industry.You don't want to miss this episode!~~~~Signup for AirDNA for FREE

The Lumber Word
EP 136: Inflation, Rates, and Lumber's Selloff—A Fireside Chat with Brian Wesbury

The Lumber Word

Play Episode Listen Later Aug 28, 2025 65:21


In Episode #136 of The Lumber Word Podcast, Matt, Gregg, and Ashley take the lead while Charles tends to the cattle. This week's guest is none other than Brian Wesbury, Chief Economist at First Trust LP, and one of our most popular returning guests. Despite his busy schedule, which includes numerous media appearances, Brian always makes time to share his perspective on economics and lumber with our listeners. The episode kicks off with a brief discussion of the lumber market before diving into a wide-ranging conversation on the current economic situation in the U.S. Together, the team and Brian break down critical topics such as inflation, interest rates, the housing market in Washington D.C., stock performance, and what the future may look like for the broader economic landscape. As Brian shared his insights, the conversation provided a unique lens into how today's challenges and policies will shape tomorrow's opportunities. Listeners who have been following the podcast over the past few months will not be surprised by the recent selloff in lumber. The Lumber Word team has consistently prepared its audience for these market shifts, giving buyers and sellers across North America the foresight they need to navigate the industry with confidence. As always, The Lumber Word Podcast remains committed to delivering the most relevant and actionable insights into both lumber markets and the broader economic forces that impact them. With Brian Wesbury's expertise and the team's grounded industry perspective, Episode #136 is a must-listen for anyone who wants to stay ahead in the lumber and construction supply chain.   Show Contacts Gregg Riley: Gregg@sitkainc.com Charles DeLaTorre: cdelatorre@ifpwood.com Matt Beymer: mattbeymer@hamptonlumber.com Ashley Boeckholt: ashley@sitkainc.com Guest: Brian Wesbury: bwesbury@ftadvisors.com   First Trust: www.FTPLP.com     Advertisers: Fastmarkets Random Lengths djalbert@fastmarkets.com www.fastmarkets.com Layman's Lumber Guide www.laymansguide.com Matt@laymansguide.com

The Lonely Office
The Housing Market Is Your New Boss

The Lonely Office

Play Episode Listen Later Aug 27, 2025 29:17


Redfin's Chief Economist, Daryl Fairweather, joins the TLO crew and explains why record-low mobility, rate lock, and rent spikes are reshaping careers—and whether policy or rate cuts can unstick America's job market. Read Daryl's new book: Hate the Game: Economic Cheat Codes for Life, Love, and Work Hosts: Matt Sunbulli ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/sunbulli/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.firstdraft.vc⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Aaron Calafato ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Listen to Aaron's 7 Minute Stories Podcast ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Leah Ova ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow Leah on TikTok ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Editorial: Brooks Borden Matt Sunbulli Ken Wendt Senior Audio Engineer: Ken Wendt Research: Zaid Safe Matt Sunbulli Aaron Calafato

The Aaron Renn Show
The Hidden Truths Behind America's Housing Crisis | Adam Ozimek

The Aaron Renn Show

Play Episode Listen Later Aug 25, 2025 79:19


Dive into the housing crisis with Aaron Renn and Adam Ozemeck, Chief Economist at the Economic Innovation Group, as they unpack why buying a home can feel impossible in 2025. From skyrocketing construction costs to zoning roadblocks and institutional investors, this episode explores the real reasons behind soaring home prices. Discover potential solutions like YIMBYism, density zones, and more to make housing affordable again. CHAPTERS:(00:00 - Introduction: The Housing Crisis Explained)(01:32 - State of the Housing Market: Why Are Prices So High?)(05:58 - Indianapolis Case Study: A 40% Price-to-Income Surge)(07:33 - Construction Costs: Why Building Homes Is So Expensive)(15:33 - Zoning: The Hidden Barrier to Affordable Housing)(23:26 - Monopoly in Home Building: Is Competition the Issue?)(28:48 - Institutional Investors: Are They Driving Up Prices?)(44:23 - Immigration and Labor: Impact on Housing Costs)(49:50 - Solutions: YIMBYism and the Abundance Agenda)(55:42 - Single Stair Reform: A Key to Cheaper Housing)(59:22 - State Preemption: Rewriting Zoning Rules)(1:02:13 - Density Zones: A Balanced Approach to Local Control)(1:06:43 - Tackling Construction Costs: Tariffs and R&D)(1:09:09 - Place-Based Policy: Spreading Opportunity Beyond Big Cities)(1:15:08 - Fiscal Stimulus: Did It Fuel the Housing Crisis?)(1:16:23 - Final Thoughts: Building a Dynamic Future)ADAM OZIMEK'S LINKS: