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P.M. Edition for Aug. 4. Millions of Americans are going without health insurance after the end of federal subsidies that kept their Affordable Care Act premiums down. WSJ reporter Anna Wilde Mathews discusses how that's weighing on hospital profits. Plus, strong earnings and hopes for an Iran deal send markets soaring. McDonald's aims to shake up its U.S. operations with a new boss after the U.S. division fell short in its most recent quarter. And SpaceX's revenue rose 92% in the first quarter since its IPO, while it reported a net loss of $541 million. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
This big bank CEO has Cramer confident the company is ‘firing on all cylinders'. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market's biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Carl Quintanilla, Jim Cramer and David Faber led off the show with shares of Caterpillar and Palantir surging on their respective blowout quarters, driven by the AI boom. The Dow and S&P 500 jumped to fresh all-time highs. In a CNBC Exclusive, Wells Fargo Chairman & CEO Charlie Scharf joined the anchors at Post 9. Topics included the company's growth, the economy and why the bank's shares have lagged its peers. Also in focus: What Treasury Secretary Bessent told CNBC about a potential Strait of Hormuz deal; McDonald's and the earnings parade; The stocks soaring on a report stating the White House is drafting a ban on Chinese data center devices; OpenAI's blog post responding to Apple's lawsuit; SpaceX earnings countdown. 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.
Will the Federal Reserve provide less guidance on interest rates going forward? On today's Squawk on the Street, we examine what a shift in Fed communication could mean for markets with Mohamed El-Erian. Plus, Caterpillar and Palantir rally after their latest results. What Palantir CEO Alex Karp told CNBC. And we look ahead to SpaceX's first earnings report as a public company, with one analyst who says the stock is a buy. 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.
Have you mapped out your investment strategy to fit into the future? In this episode of Pillars of Wealth Creation, Todd Dexheimer sits down with David Morgan from The Morgan Report to discuss how our money system is changing. Inflation has eroded the value of the dollar, and digital currency and technology are disrupting investing. David Morgan discusses the future of currency and how having a real plan with your money and your investing strategy will set you up for future success. We cover investing in hard assets like Gold, Silver, and Real Estate and how to protect your money from money devaluation. Favorite Book: What Has Government Done to Our Money? by Murray Rothbard. Pillars of Wealth Creation 1. Produce more than you can consume 2. Own, don't owe 3. Preserve what you build David Morgan is a globally recognized precious metals analyst, consultant, and publisher of The Morgan Report, a leading investment newsletter focused on building and preserving wealth through sound money principles. Author of The Silver Manifesto and producer of the documentary Silver Sunrise, he has been a guest on CNBC, Fox Business, Yahoo Finance, MSNBC, and BNN. If you would like to connect with David, visit the website: https://www.themorganreport.com/ YouTube: www.youtube.com/c/PillarsOfWealthCreation Interested in coaching? Schedule a call with Todd at www.coachwithdex.com Listen to the audio version on your favorite podcast host: SoundCloud: https://soundcloud.com/user-650270376 Apple Podcasts: https://podcasts.apple.com/.../pillars-of.../id1296372835... Google Podcasts: https://podcasts.google.com/.../aHR0cHM6Ly9mZWVkcy5zb3VuZ... iHeart Radio: https://www.iheart.com/.../pillars-of-wealth-creation.../ CastBox: https://castbox.fm/.../Pillars-Of-Wealth-Creation... Spotify: https://open.spotify.com/show/0FmGSJe9fzSOhQiFROc2O0 Pandora: https://pandora.app.link/YUP21NxF3kb Amazon/Audible: https://music.amazon.com/.../f6cf3e11-3ffa-450b-ac8c...
Another batch of strong earnings powering the Dow and S&P 500 to record highs. Oil prices fall after Treasury Secretary Bessent told CNBC we may have a deal “today or tomorrow” on the Strait of Hormuz. And our panel debates whether we're in a K-shaped or a C-shaped economy. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
From the Patriot Mobile Studios powered by eSpaces, the Try That In A Small Town Podcast crew sits down for a raw, unfiltered hang. Tully, Kurt, Thrash, Kaylo and Neil talk about everything from health scares and terrible sleep to the emotional toll of chasing hits in a “failure business” and wondering if this podcast is actually any good.They celebrate Jason Aldean's multi‑week No. 1 with “Try That In A Small Town,” shout out Morgan Wallen and Luke Combs, and then pull back the curtain on how little songwriters and session players really make in the streaming era. They debate AI‑written songs, the madness of modern politics, bathroom etiquette, and why a fast‑food combo in a tiny Tennessee town now costs 14 dollars.If you've ever chased a creative dream, wondered why some shows blow up and others stall in “podcast purgatory,” or just love small‑town stories with a heavy dose of honesty and sarcasm, this one's for you. And yes… they really want to know: are they good, or do they suck? Let them know in the comments.2:36 Kratom, roadside naps, and realizing the “health food” was killing energy4:12 Jason Aldean's multi‑week No.1 and how fast country radio moves now5:12 “This podcast needs a hit” – joking about number ones vs. struggling growth6:01 Neil's hospital scare, liquid diet, cutting alcohol, and finally sleeping great9:42 Aldean's charity golf with Luke Bryan – golf game, banter, and sobriety on the course11:14 Original Glory and Patriot Mobile ads – small towns, veterans, and America‑first talk13:32 “Are we good?” – the guys get raw about insecurity and podcast “purgatory”15:12 Explaining “failure businesses” and why so many creatives give up19:20 Shout‑outs to core listeners (Ed, Birdie Jane, Rhonda K) and plea to spread the word20:28 Aldean/Jake Lagrone episode “spicy” comments and Jason's loyalty line22:24 Do more people listen than watch? Wondering if video is underused23:11 John Rich's new D.C. role fighting for farmers and property owners24:28 DSA, abolish‑everything politics, and pride‑in‑America poll skepticism26:44 “AI this podcast?” – joking about deepfake episodes vs. real frustration with AI songs28:03 Using ChatGPT for health vs. AI‑written country songs in Nashville31:01 CNBC calls Tennessee the worst state to live – the guys roast the list31:34 Try That In A Small Town Coffee: Raised Up Right, Down The Road, Sucker Punch32:20 Bus story: small‑town Tennessee truck stop and the $14 Whopper combo34:25 Inflation vs. songwriters' frozen pay and awful streaming royalties38:00 460 dollars for 1M Spotify streams – breaking down how little writers see40:09 More touring opportunities, but dreams of being a session ace are fading42:33 Dipshitty It: Burger King cashier with zero greeting vs. Chick‑fil‑A standards44:22 Forced small talk at Publix and backstage – fans' curiosity vs. artists' quiet time49:38 Teacher fired for “He Is He / She Is She” books and free‑speech double standards52:05 Neil's bathroom Dipshitty: guys who don't wash their hands at Cracker Barrel54:49 “See, we're funny – what's going on?” Still wondering why the show isn't bigger55:00 WNBA All‑Star Game, Sophie Cunningham, and wanting her as a guest56:29 Coffee plug redux – where to buy each roast and why the guys love it57:14 Final push: like, subscribe, download, comment, and “do it for Tully”_________________________________________________________________________________________________SPONSORS: The Try That in a Small Town Podcast is powered by e|spaces!Redefining Coworking - Exceptional Office Space for Every BusinessBook a tour today at espaces.comFrom the Patriot Mobile studios:Don't get fooled by other cellular providers pretending to share your values or have the same coverage. They don't and they can't!Go to PATRIOTMOBILE.COM/SMALLTOWN or call 972-PATRIOTRight now, get a FREE MONTH when you use the offer code SMALLTOWN.Original Brands - Our original sponsor since the beginning!!Original brands is starting a new era and American domestic premium beer, American made, American owned, Original glory.Join the movement at www.drinkoriginalbrands.comPeacemaker Coffee CompanyFounded by retired police officer/chief Chris Morris, Peacemaker delivers clean, low-acidity coffee while supporting police, firefighters, EMS, military, veterans, teachers, dispatchers, and medical personnel through donations and programs.www.trythatinasmalltowncoffee.com________________________________________________________________________________________________Follow/Rate/Share at www.trythatinasmalltown.com -For advertising inquiries, email info@trythatinasmalltown.comProduced by Jim McCarthy and www.ItsYourShow.coSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
A six-part investigation by the French newspaper Le Monde has portrayed the luxury conglomerate LVMH as in the midst of a Succession-style drama, controlled by an ageing king: Bernard Arnault. Arnault made his first appearance on X to post a three-page sarcastic takedown of the piece. So what's really going on? This podcast was brought to you thanks to the support of readers of The Times and The Sunday Times. Subscribe today: http://thetimes.com/thestoryGuest: Peter Conradi, Europe editor, The Sunday Times.Host: Luke Jones.Producers: Taryn Siegel, Olivia Case.We want to hear from you - email: thestory@thetimes.comRead more: France's last monarch? Not moi, says luxury king Bernard ArnaultClips: Dior, Sephora, Fenty, IG/Puckdotnews, CNN, CNBC, Legend podcast.Photo: Getty Images. Hosted on Acast. See acast.com/privacy for more information.
The CNBC Business News Update with Jessica Ettinger features market numbers & news with CNBC expert analysis and sound from top business names. Updated throughout the business day. Visit CNBC.com for more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
The CNBC Business News Update with Jessica Ettinger features market numbers & news with CNBC expert analysis and sound from top business names. Updated throughout the business day. Visit CNBC.com for more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Oil prices slump after President Trump announces new Iran talks are imminent, citing pressure from Gulf allies to hold off on a massive round of airstrikes. European and U.S. futures are in the green ahead of the first trading session of August. In Japan, the yen stabilises after U.S. and Japanese authorities confirm joint market intervention. Reports emerge of a $400bn mega-merger between AstraZeneca and Bristol Myers-Squibb which would potentially be one of the largest deals in the pharma sector ever. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Taking Stock: Wie geht es weiter an den Kapitalmärkten? Thomas Kruse von Amundi im GesprächIn dieser Folge von Wirtschaft mit Weisbach geht es um die aktuelle Lage an den Kapitalmärkten, die Nervosität rund um künstliche Intelligenz und die Frage, wo Anleger noch Chancen finden können.Ich spreche mit Thomas Kruse, Chief Investment Officer von Amundi Deutschland. Er erklärt, warum hohe KI-Investitionen zunehmend kritisch gesehen werden und weshalb gute Unternehmenszahlen allein nicht mehr ausreichen, um die Märkte zu überzeugen.Außerdem geht es um die Unterschiede zwischen den USA, Europa und Asien, mögliche Chancen in Japan, Brasilien und Indien sowie die Risiken für China und die deutsche Automobilindustrie.Auch Gold und Anleihen stehen im Fokus. Thomas Kruse erläutert, warum Gold zuletzt enttäuscht hat und weshalb europäische Staatsanleihen für Anleger interessant sein könnten.Außerdem im Podcast:Warum der AI-Trade unter Druck gerätWelche Märkte derzeit Chancen bietenWarum Japan interessant bleibtWeshalb bei China Vorsicht angebracht istWelche Rolle Gold und Anleihen spielenEin Gespräch über Aktien, KI, Schwellenländer, Gold, Zinsen und die Perspektiven für das zweite Halbjahr.
Saying Goodbye to JCD. The first test of the Fed Chair – with a miserable outcome. Some eye popping moves. An update on the meniscus repair. And our guest this week – Christoper Whalen – Publisher of The Institutional Risk Analyst NEW! DOWNLOAD THE AI GENERATED SHOW NOTES Christopher Whalen is one of America’s best-known independent banking analysts and financial historians. He is Chairman of Whalen Global Advisors and publisher of The Institutional Risk Analyst, where he analyzes banks, credit markets, housing finance, and financial regulation. Chris has spent decades studying the U.S. financial system from both the public and private sectors and is the author of Inflated: Money, Debt and the American Dream. His market commentary is widely followed because he’s willing to challenge conventional thinking—and often does so well before consensus catches up. Chris recently became a brand ambassador for Monetary Metals, a company whose approach to making physical gold a productive asset aligns with views he’s held for years about the role of gold in a portfolio. Follow @rcwhalen Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE Stocks mentioned in this episode: (MSFT), (TLT), (META), (INTC), (AMZN)
What if taking a risk on yourself didn't require a giant leap — just one small, faithful step?In this episode, Alexandra sits down with Anita Kinoshita — former software engineer turned financial educator, creator of Financial Independence School, and a longtime Grace Space client. Anita reached Coast FI in her early 30s on a $70K salary and now teaches an audience of 300,000+ how to spend mindfully, invest calmly, and design a life they actually want to live. Her story has been featured in Bloomberg, Business Insider, CNBC, and Good Morning America.This is a conversation for the ambitious Christian woman who looks successful on the outside but wonders, "Am I spending my life on the things that actually matter?" Anita shares how faith, clarity, and small consistent steps — not striving — led her to walk away from her 9-5 and build a life aligned with how God designed her.In this episode, you'll learn:• Why a bold risk is really just "a series of steps," not a leap• How to make faith-led decisions with both your head and your heart• The self-concept work that changes everything (and why beliefs drive results)• How Anita uses the Holy Spirit — not just strategy — for direction and clarity• Practical tips for growing on YouTube and Instagram by leading with story• Why consistency and "one small step" compound into a life you love00:00 — Intro06:28 — Anita's Financial Independence (FI) origin story12:58 — The decision to quit her 9-5 and go all-in28:28 — Who Jesus is & faith as the foundation35:06 — Redefining early retirement & vision for the future39:46 — Social media growth tips (Instagram series, YouTube strategy)48:38 — Story of a failed high-ticket offer launch & lessons learned55:08 — Prayer request & closing prayer58:55 — Outro & call to actionYou can connect more with Anita through her community: https://www.skool.com/fischool/aboutVisit Anita's YouTube:https://www.youtube.com/channel/UCcc-7ao2-KqajDIxhuQlv5g
Dupree Financial Group Blog · The Tom Dupree Show From This Week’s Episode Retirement Investing · August 1, 2026 Is Your Retirement Portfolio Too Concentrated? A 25-year-old hedge fund manager lost roughly $35 billion in a matter of days this week. Here’s what his leverage and the market’s concentration in seven stocks have to do with your retirement account. By Tom Dupree, Founder, Dupree Financial Group | dupreefinancial.com | 859-233-0400 This week, a 25-year-old former OpenAI researcher named Leopold Aschenbrenner watched roughly $35 billion disappear from his hedge fund in a matter of days. Two years ago, he wrote a 165-page essay predicting the future of artificial intelligence with such confidence that Silicon Valley treated it like scripture. This week, his fund — built on borrowed money layered on top of a handful of AI stocks — got forced into a fire sale to Ken Griffin’s Citadel at a steep discount. It’s a dramatic story. But here’s the direct answer to the question that actually matters for your retirement: if most of your money sits in a plain S&P 500 index fund, you may be more concentrated in a handful of the same stocks than you realize — and that concentration, not any single hedge fund’s collapse, is the real thing worth understanding before your next portfolio review. You don’t need borrowed money or a 165-page manifesto to be exposed to this. You just need to own “the market” and assume that means you’re spread across 500 different companies. Key Takeaways Leverage magnifies both directions. Borrowing money to buy investments can boost gains on the way up, but it can wipe out capital just as fast on the way down. That’s the entire story of this week’s hedge fund collapse. Seven stocks now make up a large share of the S&P 500. Depending on the week you check, the “Magnificent Seven” technology stocks account for somewhere between a third and roughly 40% of the entire index’s value. Owning an index fund is not automatically owning a diversified portfolio. A market-cap-weighted index gives its biggest companies the biggest influence — so when those companies wobble, so does “the market.” Know what you own and why you own it. That’s not a slogan — it’s the single most useful question a retiree can ask before the next headline-grabbing selloff. Why This Week’s Story Is Bigger Than One Hedge Fund Every generation produces an investor who seems untouchable — brilliant, early to a trend, riding a wave everyone else is still arguing about. Aschenbrenner’s fund, Situational Awareness, reportedly grew from roughly $200 million to as much as $45 billion in under two years, largely on concentrated bets in AI infrastructure names. Then, using leverage reported as high as 400% — meaning roughly four borrowed dollars for every dollar of the fund’s own capital — a sharp pullback in a handful of semiconductor and AI stocks triggered margin calls his prime brokers couldn’t ignore. That’s the mechanical part, and it’s worth understanding in plain English: when you borrow against an investment and that investment drops in value, your loan doesn’t shrink with it. At some point the lender requires more collateral — a margin call — and if you can’t provide it, your shares get sold for you, often at the worst possible moment. There’s no easy way around that math. It requires diligence, not confidence. Most retirees reading this aren’t using 400% leverage. But there’s a quieter version of the same concentration problem sitting inside a lot of 401(k)s and IRA rollovers, and it doesn’t require a single dollar of borrowed money to hurt you. What the Numbers Actually Show According to CNBC’s reporting on the collapse, Aschenbrenner’s fund held roughly $45 billion in assets at its peak, before margin calls forced the sale of its leveraged public stock positions — including major holdings like SK Hynix and CoreWeave — to Citadel at a discount, with the fund’s overall assets falling to around $10 billion within about 30 trading days (CNBC). TechCrunch’s coverage confirms Aschenbrenner had no prior professional trading experience before launching the fund in 2024, and that the losses came from both AI stocks falling and short positions in software companies moving the wrong way at the same time (TechCrunch). Meanwhile, the broader market has its own version of this concentration story. Reporting from Forbes notes that the “Magnificent Seven” technology stocks made up roughly a third of the S&P 500’s total market capitalization heading into 2026, with some advisors calling the resulting concentration risk a “legitimate concern” (Forbes). Separate reporting from CNBC put the figure as high as 35% to 40% of the index in recent trading, prompting some strategists to recommend equal-weighted alternatives to reduce that concentration (CNBC). The SEC’s own investor education office has published plain-language guidance on why borrowing to invest carries risks that go beyond the investment itself — including the fact that a broker can sell your securities to meet a margin call without waiting for you to act, and can do so without advance notice (SEC Investor.gov). It’s the kind of guardrail worth reading once, even if you never plan to use margin yourself. “Leverage is a thing to be used very judiciously and very carefully, because if you use it in a way that’s irresponsible, it can cost you everything.” — Tom Dupree The Reframe: This Isn’t a Bet on Whether AI Wins or Loses Dupree Financial Group’s Take Most of the commentary this week has been framed as a debate: Is AI spending going to pay off, or is it a bubble? That’s an interesting argument, and reasonable people disagree about it — Microsoft’s stock jumped double digits on one earnings report this year, while Oracle’s bonds have drawn scrutiny over its own AI-related spending. But that debate is largely beside the point for a retiree building income for the next 40 or 50 years. The actual lesson isn’t “buy AI stocks” or “avoid AI stocks.” It’s that when a market’s returns get concentrated in a small number of companies, your risk gets concentrated right along with it — whether you meant it to or not. That’s exactly why our approach starts with cash flow analysis, not headlines: dividend-paying companies across sectors like insurance, telecommunications, and financials keep generating income whether or not seven technology companies are having a good month. You get paid to wait, in good markets and choppy ones, instead of hoping a narrow slice of the market keeps carrying the whole index. What This Looks Like in Practice We build separately managed accounts around companies with a history of paying and growing their dividends, purchased when they’re out of favor and less expensive — not around chasing whichever seven stocks are dominating the headlines that quarter. Bonds play a role too: current income, lower volatility, and dry powder to buy good companies when the market temporarily marks them down for reasons that have nothing to do with their underlying business. None of this means avoiding growth, and it doesn’t mean the S&P 500’s biggest companies are bad businesses — several of them are genuinely excellent. It means not letting one basket, however impressive, decide the outcome of your retirement. All investing involves risk, including the possible loss of principal, and no strategy removes that risk entirely. The goal is to understand it, size it appropriately, and build income you don’t have to sell into a downturn to access. Five Things to Check in Your Own Portfolio 1Pull up your 401(k) or IRA’s top ten holdings. Most plan providers list this on your statement or online dashboard. If you don’t see it, call and ask — it’s your money, and you’re entitled to know. 2Add up what percentage those top ten represent. If it’s a plain S&P 500 index fund, expect a meaningful chunk of your total to be concentrated in a handful of names, most of them technology companies. 3Ask whether that concentration matches your risk tolerance at your stage of life. A 35-year-old accumulating wealth can absorb more concentration risk than someone drawing income in retirement. 4Check whether you’re using any form of leverage or margin, even indirectly through certain funds or products, and make sure you understand exactly what happens if those positions move against you. 5Get a second set of eyes on the whole picture. It’s easy to know your account balance and much harder to know what’s actually driving it. That’s the gap a complimentary portfolio review is built to close. Frequently Asked Questions What is “concentration risk” in a stock market index? Concentration risk means a large share of an index’s total value — and therefore its performance — comes from a small number of companies. In a market-cap-weighted index like the S&P 500, the biggest companies carry the most influence, so a downturn in just a handful of names can drag down the whole index. Why did Leopold Aschenbrenner’s hedge fund lose so much money so quickly? Reporting indicates the fund used leverage as high as 400% on concentrated AI stock positions. When those stocks declined, the borrowed money amplified the losses, triggering margin calls that forced a distressed sale of the fund’s holdings within about a month. Should retirees stop investing in S&P 500 index funds? Not necessarily — index funds remain a legitimate, low-cost building block. The point is to understand what you actually own inside that fund, including how concentrated it has become, rather than assuming “index fund” automatically means “diversified.” What does “leverage” mean in plain English? Leverage means borrowing money to increase the size of an investment beyond what your own capital could buy. It can amplify gains, but it amplifies losses the same way — and if the investment’s value drops enough, the loan doesn’t shrink to match it. How can I tell how concentrated my own retirement portfolio really is? Start by looking up your fund’s top ten holdings and what percentage of the total they represent — most providers publish this. If you’re unsure how to interpret it, a portfolio review with an advisor can walk through what you actually own and why. The Close By the time you read this, Leopold Aschenbrenner’s fund will likely have faded from the headlines, replaced by whoever’s turn it is next — because, as history keeps showing us, there’s always a next one. But the question his week left behind isn’t really about him. It’s about whether you know what you own, and whether you’d be able to answer calmly if your own portfolio had a bad week. That’s the whole point of retiring on income instead of hope: you don’t need to guess right about which seven stocks win. You need a plan that keeps paying you regardless. Keep Learning Listen to the full episode — hear Tom, James Dupree, and Michael Dawahare walk through the Mag Seven earnings debate and this week’s market moves in more detail. Learn more about Dupree Financial Group — our fee-only, fiduciary approach and the team behind it. Schedule a complimentary portfolio review — see exactly how concentrated your own accounts are today. Tom Dupree Tom Dupree is the founder of Dupree Financial Group, a fee-only, fiduciary Registered Investment Advisory firm based in Lexington, Kentucky. He has spent 48 years in the investment business, starting as a municipal bond salesman in the late 1970s, and hosts The Tom Dupree Show, a weekly radio and podcast program covering the financial topics that matter most to retirees. About The Tom Dupree Show The Tom Dupree Show is hosted by Tom Dupree, founder of Dupree Financial Group and a 47-year veteran of the investment business. Each episode covers the financial topics that matter most to retirees and those approaching retirement — in plain English, without the Wall Street spin. Dupree Financial Group is a fee-only, fiduciary Registered Investment Advisory firm based in Lexington, Kentucky. The firm manages separately managed accounts focused on income-generating, dividend-paying portfolios — no products sold, no commissions, no conflicts of interest. Past episodes are available at dupreefinancial.com under the Radio tab. Schedule a Complimentary Portfolio Review If you’re not sure whether your retirement account is more concentrated in a handful of stocks than you’d like — we’ll take a look. No charge. No pressure. Just an honest conversation about what you own and whether it’s working for you. Call: 859-233-0400 | Visit: dupreefinancial.com All investing involves risk, including the possible loss of principal. Past market performance discussed above refers to historical index and company data, not to the performance of any Dupree Financial Group account. Dupree Financial Group · Fee-only. Fiduciary. 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The point is to understand what you actually own inside that fund, including how concentrated it has become, rather than assuming an index fund is automatically diversified." } }, { "@type": "Question", "name": "What does "leverage" mean in plain English?", "acceptedAnswer": { "@type": "Answer", "text": "Leverage means borrowing money to increase the size of an investment beyond what your own capital could buy. It amplifies gains, but it amplifies losses the same way, and the loan doesn't shrink if the investment's value drops." } }, { "@type": "Question", "name": "How can I tell how concentrated my own retirement portfolio really is?", "acceptedAnswer": { "@type": "Answer", "text": "Start by looking up your fund's top ten holdings and what percentage of the total they represent. If you're unsure how to interpret it, a portfolio review with an advisor can walk through what you actually own and why." } } ] } The post Is Your Retirement Portfolio Too Concentrated? A $35B Hedge Fund Lesson | Dupree Financial Group appeared first on Dupree Financial.
This Week In Startups is made possible by: YSecurity https://YSecurity.io/TWIST MongoDB https://MongoDB.com/ai Odoo https://Odoo.com/twist Today's show: AI models can solve PhD-level math equations and code an app in minutes… So why does everything they design look like identical slop? Thais Castello Branco, founder of Taste Labs, raised $18.5M in seed funding to teach frontier models about aesthetics and outputting quality content. She talks to Jason and Lon about why even frontier models regress to the mean on subjective tasks, how paid "TasteMakers" can improve output quality, and whether AI accelerates or destroys the half-life of "what's cool." PLUS Leopold Aschenbrenner's AI hedge fund liquidated its public stock portfolio, but it may be too soon to count this 25-year-old completely out. Google Earth adds AI generation and turns into a misinformation factory. LinkedIn and Substack join the AI slop crackdown. And why does every venture capitalist seem to have an opinion about the Ceuta border crisis? Guest Thais Castello Branco on X: https://x.com/thaiscbranco_ Taste Labs: https://tastelabs.com/ Amplify Partners: "Kill the Slop": https://www.amplifypartners.com/blog-posts/kill-the-slop-announcing-our-investment-in-taste Relevant Links Leopold Aschenbrenner's essay "Situational Awareness": https://situational-awareness.ai/ CNBC on SA fund collapse: https://www.cnbc.com/2026/07/31/leopold-aschenbrenner-situational-awareness-fund-fire-sale.html Henk van Ess thread on Google Earth + Nano Banana: https://x.com/henkvaness/status/2082912544394498228 Substack CEO Chris Best: "Against Claudefishing": https://post.substack.com/p/against-claudefishing NPR on the Ceuta crisis: https://www.npr.org/2026/07/31/g-s1-136507/morocco-spain-migration Ethan Goodhart's self-driving golf cart post: https://x.com/EthanGoodhart/status/2082136189998682598?s=20 "Wind" app on TestFlight: https://testflight.apple.com/join/zZqmhhwf TechCrunch: "Gritt exits stealth": https://techcrunch.com/2026/07/21/gritt-exits-stealth-with-34-million-for-robots-to-build-solar-plants-then-everything-else/ CA Gov: Project Nexus solar-covered canal announcement: https://www.gov.ca.gov/2026/04/29/governor-newsom-announces-the-completion-of-first-of-its-kind-solar-covered-canal-in-the-central-valley-piloting-a-new-way-to-save-water-and-reduce-costs/ Molly Wood's "Everybody in the Pool" podcast: https://www.everybodyinthepool.com/ Timestamps: 0:00 Coming up on today's show… 1:23 Thais Castello Branco on teaching models to have good taste 10:45 YSecurity - The on-demand security team for startups. Need enterprise-grade security without hiring a $400k CISO? YSecurity gives you 40+ expert engineers, matched to exactly what you need, by the hour, with your first six hours completely free. Go to https://YSecurity.io/TWIST 15:19 The "TasteMaker" community of paid human curators 20:37 MongoDB - AI-assisted and agentic coding is helping you build faster than ever. Start building at https://MongoDB.com/ai 24:40 Jason's personal "cool hunter" prompt 30:16 Odoo - The all-in-one business platform. Get started for free at https://Odoo.com/twist 37:36 Situation Awareness lacked situational awareness 46:59 Claude models hacked three external organizations 50:54 Google Earth adds Nano Banana for some reason 54:24 The AI Slop crackdown spreads 57:54 Too many opinions about the Ceuta migrant crisis 1:04:05 Self-driving golf carts and also cars 1:09:53 Robot arms are installing solar panels Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com Check out the TWIST500: https://www.twist500.com Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp Follow Lon: X: https://x.com/lons Follow Alex: X: https://x.com/alex LinkedIn: https://www.linkedin.com/in/alexwilhelm Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Check out all our partner offers: https://partners.launch.co/ Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland Check out Jason's suite of newsletters: https://substack.com/@calacanis Follow TWiST: Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin Instagram: https://www.instagram.com/thisweekinstartups TikTok: https://www.tiktok.com/@thisweekinstartups Substack: https://twistartups.substack.com
David Faber and Jim Cramer led off the show with reaction to the latest mega-tech earnings: Amazon shares surged on quarterly results boosted by cloud growth, while Apple shares sank on guidance that disappointed investors — and overshadowed a Q3 beat in Tim Cook's final earnings report as Apple CEO. Chevron CEO Mike Wirth joined the program to discuss oil prices and his company's biggest quarterly profit in at least six years. Also in focus: David's update on AI investor Leopold Aschenbrenner and the unwinding of many of his hedge fund's trades, the high-flying stocks that took a major hit in July, Samsung and SK Hynix shares soar and propel South Korea's Kospi to an 18% gain, Microsoft's record-breaking one-day market cap gain. 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 Club says this stock's pullback is a good buying opportunity. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market's biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
CNBC's Kate Rooney reports on news regarding Anthropic. 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, under Kevin Warsh, has decided to keep interest rates steady. Former Fed vice chairman Roger Ferguson discusses the decision and the FOMC member dissents. After Dr. Anthony Fauci's testimony before the Senate Homeland Security Committee, Committee Chair Sen. Rand Paul (R-KY) discusses his plan to consider holding Dr. Fauci in contempt for exercising his Fifth Amendment rights 111 times throughout the hearing. CNBC's Dan Murphy reports on the latest strikes between the U.S. and Iran, and Amos Hochstein, former White House Senior Advisor for President Biden, discusses strategies in regional conflict and its impact on global energy. Roger Ferguson - 5:05 Sen. Rand Paul - 21:11 Dan Murphy - 37:03 Amos Hochstein - 42:50 In this episode: Rand Paul, @SenRandPaul Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Katie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Cramer says this stock is sticking to its long term plan. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market's biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake CNBC Investing Club 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 going on in the Chinese economy? China reported GDP growth of just 4.3% last quarter. Consumption is sluggish, exports are booming, electronics manufacturers and chipmakers are reporting huge profits as car sales slump. Joe Ngai and Nick Leung dive into the Chinese economy in their latest book The Next China Is Still China: An Insider's Playbook for Winning in the New Era (Scribner, 2026), which came out earlier this year. The book is motivated by a question many executives asked amid new U.S. tariffs and COVID-driven supply shocks: Is there another economy that can replace China's massive consumer market and deep manufacturing base? The answer: No. Joe Ngai is a McKinsey senior partner and chairman of the firm's offices in Greater China. Frequently seen on media such as CNBC and Bloomberg, he has been named one of Forbes China's 100 Most Influential Chinese Leaders, and he has also appeared on Bloomberg Businessweek China's “Person of the Year 2025” list. Nick Leung is a McKinsey senior partner and member of McKinsey's global board of directors. He is also a lead-director of the McKinsey Global Institute, the firm's independent research arm, where he directs research on macroeconomics, global trade, and geopolitics. You can find more reviews, excerpts, interviews, and essays at The Asian Review of Books. Follow on Twitter at @BookReviewsAsia. Nicholas Gordon is an editor for a global magazine, and a reviewer for the Asian Review of Books. He can be found on Twitter at @nickrigordon. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network
What's going on in the Chinese economy? China reported GDP growth of just 4.3% last quarter. Consumption is sluggish, exports are booming, electronics manufacturers and chipmakers are reporting huge profits as car sales slump. Joe Ngai and Nick Leung dive into the Chinese economy in their latest book The Next China Is Still China: An Insider's Playbook for Winning in the New Era (Scribner, 2026), which came out earlier this year. The book is motivated by a question many executives asked amid new U.S. tariffs and COVID-driven supply shocks: Is there another economy that can replace China's massive consumer market and deep manufacturing base? The answer: No. Joe Ngai is a McKinsey senior partner and chairman of the firm's offices in Greater China. Frequently seen on media such as CNBC and Bloomberg, he has been named one of Forbes China's 100 Most Influential Chinese Leaders, and he has also appeared on Bloomberg Businessweek China's “Person of the Year 2025” list. Nick Leung is a McKinsey senior partner and member of McKinsey's global board of directors. He is also a lead-director of the McKinsey Global Institute, the firm's independent research arm, where he directs research on macroeconomics, global trade, and geopolitics. You can find more reviews, excerpts, interviews, and essays at The Asian Review of Books. Follow on Twitter at @BookReviewsAsia. Nicholas Gordon is an editor for a global magazine, and a reviewer for the Asian Review of Books. He can be found on Twitter at @nickrigordon. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/east-asian-studies
Economist Rebecca Homkes, a lecturer at Duke University and London Business School whose consulting practice focuses on the things that influence the thinking of chief executives, says that the valuations of A.I. companies are sky high because investors believe in the transformational technology, but that when that transformation shows up — and investors worry that an industry like software could get pinched in the transformation — investors tend to panic. She sees concerns that the A.I. funding cycle has become so circular that any troubles could unwind the market quickly, so while she is not expecting a recession or a bubble quickly, she does suggest danger signs are visible now. Carter Braxton Worth, chief executive officer at Worth Charting — known by many as "the Chart Master" on CNBC — brings technical analysis to the Market Call, noting that he doesn't study companies, he studies shares. Worth notes that he currently favors small-cap financials, utilities and energy companies, and he warns of the "bifurcation of technology," where one area of the sector does very well while another one does very poorly, which he considers a sign of potential trouble ahead. This bifurcation is similar -- but with a technical analysis bent -- to Homkes' explanation of the wild market responses to AI stocks. Todd Rosenbluth, head of research at VettaFi, brings the proverbial hammer of THOR to the ETF of the Week, bestowing the weekly title to a new income-focused stock fund from Thornburg that carries that mythic ticker symbol.
Despite reports from social media influencers, as of this morning, the Ken Paxton campaign has still not accepted times or terms for a debate with James Talarico. Texas has joined 11 other Republican-controlled states in a SCOTUS appeal for them to allow Donald Trump to place harsh new limits on mail-in voting. John Cornyn has helped stymie the confirmation of Todd Blanche, Trump's choice for U.S. Attorney General. A sweeping new ban on hemp products will take effect across Texas tomorrow. And, the Texas Tribune is strangely celebrating a new potential milestone for Republican women to be elected to Congress - representing a party that has done immense harm to American women in recent years.USA Today: https://www.usatoday.com/story/news/politics/elections/2026/07/29/texas-senate-debates-take-shape-as-talarico-paxton-trade-positions/91088811007/WFAA: https://www.wfaa.com/article/news/local/dates-times-announced-debate-paxton-talarico/287-3f31b225-e83a-4f1b-9276-e09223ae1d09MS Now: https://www.ms.now/the-last-word/watch/texans-deserve-answers-about-ken-paxton-dem-senate-nominee-james-talarico-says-demanding-debates-2508970051676Democracy Docket: https://www.democracydocket.com/news-alerts/gop-states-join-doj-in-asking-supreme-court-to-let-trump-block-some-mail-ballots/The Hill: https://thehill.com/newsletters/morning-report/5998751-todd-blanche-confirmation-delay-cornyn-tillis-gop-scorn/CNBC: https://www.cnbc.com/2026/07/29/todd-blanche-attorney-general-trump-irs-audit-cornyn.htmlAustin Chronicle: https://www.austinchronicle.com/news/where-the-texas-hemp-market-currently-stands/KERA: https://www.keranews.org/texas-news/2026-07-30/thc-businesses?_amp=trueTexas Tribune: https://www.texastribune.org/2026/07/30/texas-republican-women-congress-house-record-steinmann-mealer-2026/This election year, you can support the real free press by investing in pro-democracy, pro-justice, pro-gressive storytelling. Become a monthly donor or increase your giving TODAY for our Summer Sustaining Donor Drive today, and we'll thank you with "perks for progress" - plus you'll get a shoutout on the Daily Dispatch: huge thanks to new monthly supporter Carolyn Frawley! Join Carolyn and the rest of the Progress Texas family now at https://act.progresstexas.org/a/summersustainers26.Check out the Substack version of the Daily Dispatch, which delivers each pod to your inbox and frequently includes extra video goodies: https://substack.com/@progresstexasProgress Texas is now part of the lineups at KPFT-FM in Houston, Empower House Radio in San Antonio, and KZSM True Community Radio in San Marcos! Make a tax-deductible contribution to our radio initiative HERE. Find our web store and other ways to support our important work at https://progresstexas.org.
The banking industry reportedly remains divided over the latest yield-related compromise, with the Digital Asset Market Clarity Act (CLARITY Act) still on hold. ~This episode is sponsored by Uphold~ Uphold Debit Card ➜ https://bit.ly/UpholdXRPCard TELL YOUR SENATOR TO PASS CLARITY!➜https://bit.ly/SenatorCLARITY Guest: Ron Hammond - Head of Policy and Advocacy at Wintermute Wintermute website ➜ https://bit.ly/WintermuteCrypto Follow Ron on Twitter ➜ https://x.com/RonwHammond 00:00 intro 00:10 Sponsor: Uphold 01:00 7 days 01:15 Cynthia Lummis frustrated speech in Senate 04:00 Lummis threat? 05:15 Could this backfire? 06:30 Another law enforcement group backs clarity 07:00 Russia Sanctions 07:20 Monday vote chances? 08:40 Are nominations done soon too? 10:30 Coinbase thinks Monday? 11:00 10 Democrats? 12:00 Republican turncoats? 14:10 Tomorrow ethics deal? 15:15 Bankers plea to CNBC for CLARITY change 18:00 Banking vs retail influence 20:00 Stand with Crypto 20:40 Recess could get cancelled? 22:20 Ron odds 23:00 Jay Clayton filed the Ripple lawsuit: wtf? 24:15 Crypto PACs: Why do they care about Michigan and Iowa? 25:15 If Thune doesn't put CLARITY up for vote... 26:20 John Oliver hurting bill sentiment? #Crypto #ethereum #XRP ~CLARITY Vote Next!
CNBC's MacKenzie Sigalos discusses Tim Cook reporting his final quarter as CEO of Apple after 15 years. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Country music legend Willie Nelson has publicly called on Americans, especially those in rural communities, to oppose the rapid expansion of data centers, arguing that they threaten farmland, water resources, and the character of small towns. 11-year-old Ashton Meyer, who transformed a basic neighborhood chore into a thriving business. Despite initial fears of rejection, he built a growing customer base, gained more than 100,000 social media followers, and became an example of young entrepreneurship through persistence, hard work, and a willingness to knock on doors and ask for business. CNBC reports that James Comey is seeking dismissal of the criminal case over his “8647” seashells post and is accusing the Secret Service of illegally surveilling him during the investigation. His lawyers argue that agents tracked him without proper legal authority and that the entire prosecution is politically motivated, while prosecutors continue to maintain that the post constituted a threat against President Trump. Please Like, Comment and Follow 'Philip Teresi on KMJ' on all platforms: --- Philip Teresi on KMJ is available on the KMJNOW app, Apple Podcasts, Spotify, YouTube or wherever else you listen to podcasts. -- Philip Teresi on KMJ Weekdays 2-6 PM Pacific on News/Talk 580 AM & 105.9 FM KMJ | Website | Facebook | Instagram | X | Podcast | Amazon | - Everything KMJ KMJNOW App | Podcasts | Facebook | X | Instagram See omnystudio.com/listener for privacy information.
The Kospi rollercoaster continues - Korea's main stock index records its best day ever as SK Hynix and Samsung increase their valuations by more than a quarter. The Nasdaq breaks a 6-day losing streak as Microsoft adds the most to its market cap in a single day of any company, ever. Elsewhere, the Bank of England delivers its fifth hold in a row, with the MPC voting 6 to 3 to keep rates unchanged. And Italian defence giant Leonardo upgrades its profit and order forecasts for the year as new contracts surge 45-percent in the first half.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
AI is reshaping the workplace — and for most people, that shift brings equal parts excitement and fear. Kevin Surace, a Silicon Valley inventor with 94 worldwide patents and named CNBC's Top Innovator of the Decade, argues the two don't have to be at odds. Join Kevin at the SIG Global Executive Summit, taking place October 25–28 at Navy Pier in Chicago, as he introduces the Joy Success Cycle — a methodology built on the idea that joy isn't the reward for success, it's one of the forces that creates it. Kevin's keynote presentation will unpack how offloading joyless tasks to AI can free people up for the strategic, high-value work they actually love, and share practical tools for identifying "joy killers" and building more joy into everyday work. Attendees will leave with a new lens on AI: not as a threat to navigate, but as a force multiplier for the work — and the joy — that matters most.
What's going on in the Chinese economy? China reported GDP growth of just 4.3% last quarter. Consumption is sluggish, exports are booming, electronics manufacturers and chipmakers are reporting huge profits as car sales slump. Joe Ngai and Nick Leung dive into the Chinese economy in their latest book The Next China Is Still China: An Insider's Playbook for Winning in the New Era (Scribner, 2026), which came out earlier this year. The book is motivated by a question many executives asked amid new U.S. tariffs and COVID-driven supply shocks: Is there another economy that can replace China's massive consumer market and deep manufacturing base? The answer: No. Joe Ngai is a McKinsey senior partner and chairman of the firm's offices in Greater China. Frequently seen on media such as CNBC and Bloomberg, he has been named one of Forbes China's 100 Most Influential Chinese Leaders, and he has also appeared on Bloomberg Businessweek China's “Person of the Year 2025” list. Nick Leung is a McKinsey senior partner and member of McKinsey's global board of directors. He is also a lead-director of the McKinsey Global Institute, the firm's independent research arm, where he directs research on macroeconomics, global trade, and geopolitics. You can find more reviews, excerpts, interviews, and essays at The Asian Review of Books. Follow on Twitter at @BookReviewsAsia. Nicholas Gordon is an editor for a global magazine, and a reviewer for the Asian Review of Books. He can be found on Twitter at @nickrigordon. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/chinese-studies
Uptin Saeedi spent years as a CNBC producer, where he launched the network's international YouTube channel in 2016 and quietly noticed something awkward: the videos he shot on his own iPhone in selfie mode outperformed the ones made with a professional crew. Then the pandemic hit, he was laid off, and he had to decide whether a million-view brand name meant anything without the brand.In this episode, Uptin is specific about why he spent his severance on an editor from day one, how PR consulting in the mornings let him make content in the afternoons with no financial pressure, and how a single LinkedIn message turned into a Dubai agency he never meant to start and later sold. Plus the reason his agency deliberately had no Instagram or TikTok, why he once unfollowed Gary Vee and then told him so to his face, and his rules for delivery: trim 30% of the script, never say "hey guys", and talk like you're speaking to one person.Topics covered: starting from zero · consistency · funding the early days · accidental agencies · scaling down · hustle culture · the craft of a good story
What's going on in the Chinese economy? China reported GDP growth of just 4.3% last quarter. Consumption is sluggish, exports are booming, electronics manufacturers and chipmakers are reporting huge profits as car sales slump. Joe Ngai and Nick Leung dive into the Chinese economy in their latest book The Next China Is Still China: An Insider's Playbook for Winning in the New Era (Scribner, 2026), which came out earlier this year. The book is motivated by a question many executives asked amid new U.S. tariffs and COVID-driven supply shocks: Is there another economy that can replace China's massive consumer market and deep manufacturing base? The answer: No. Joe Ngai is a McKinsey senior partner and chairman of the firm's offices in Greater China. Frequently seen on media such as CNBC and Bloomberg, he has been named one of Forbes China's 100 Most Influential Chinese Leaders, and he has also appeared on Bloomberg Businessweek China's “Person of the Year 2025” list. Nick Leung is a McKinsey senior partner and member of McKinsey's global board of directors. He is also a lead-director of the McKinsey Global Institute, the firm's independent research arm, where he directs research on macroeconomics, global trade, and geopolitics. You can find more reviews, excerpts, interviews, and essays at The Asian Review of Books. Follow on Twitter at @BookReviewsAsia. Nicholas Gordon is an editor for a global magazine, and a reviewer for the Asian Review of Books. He can be found on Twitter at @nickrigordon. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/economics
Country music legend Willie Nelson has publicly called on Americans, especially those in rural communities, to oppose the rapid expansion of data centers, arguing that they threaten farmland, water resources, and the character of small towns. 11-year-old Ashton Meyer, who transformed a basic neighborhood chore into a thriving business. Despite initial fears of rejection, he built a growing customer base, gained more than 100,000 social media followers, and became an example of young entrepreneurship through persistence, hard work, and a willingness to knock on doors and ask for business. CNBC reports that James Comey is seeking dismissal of the criminal case over his “8647” seashells post and is accusing the Secret Service of illegally surveilling him during the investigation. His lawyers argue that agents tracked him without proper legal authority and that the entire prosecution is politically motivated, while prosecutors continue to maintain that the post constituted a threat against President Trump. Please Like, Comment and Follow 'Philip Teresi on KMJ' on all platforms: --- Philip Teresi on KMJ is available on the KMJNOW app, Apple Podcasts, Spotify, YouTube or wherever else you listen to podcasts. -- Philip Teresi on KMJ Weekdays 2-6 PM Pacific on News/Talk 580 AM & 105.9 FM KMJ | Website | Facebook | Instagram | X | Podcast | Amazon | - Everything KMJ KMJNOW App | Podcasts | Facebook | X | Instagram See omnystudio.com/listener for privacy information.
Dave Rubin of "The Rubin Report" talks about Senator Rand Paul grilling Dr. Anthony Fauci over the lies and contradictions from his COVID pandemic diary during the Senate hearing on the COVID pandemic; Elizabeth Warren trying to sell Troy Jackson as Graham Platner's replacement to MSNOW's Chris Hayes; John Fetterman telling CNBC why Bernie Sanders revealed himself to be a clueless idiot for his refusal to admit that his endorsement of Graham Platner was a huge mistake; Seth Moulton telling CNN's Kate Bolduan why the DNC is now broke and collapsing under the leadership of Ken Martin; Zohran Mamdani admitting to The Root that he is fully prepared to pay cash reparations to African Americans for slavery in New York City if the Commission on Racial Equity (CORE) recommends it; Israel Prime Minister Benjamin Netanyahu giving a brutal response to Sean Hannity about Zohran Mamdani threatening to arrest him and turn him over to the International Criminal Court if he enters New York City; and much more. Today's Sponsors: Kalshi - Download the Kalshi app and use code RUBINREPORT to get up to $500 in bonus credits when you trade $25 or go to https://kalshi.com/r/RUBINREPORT. DISCLAIMER: 18+ only. Restrictions and eligibility requirements apply. Event contract trading involves risk and may not be suitable for all investors. Prices, values, and available markets may differ from those mentioned. For more information see kalshi.com/regulatory Chapter - Optimize the one piece of your health most people never audit: the Medicare coverage that pays for all of it. For free and unbiased Medicare help: Dial (332) 867-0207 or Go to: https://askchapter.org/rubin Chapter and its affiliates are not connected with or endorsed by any government entity or the federal Medicare program. Chapter Advisory, LLC represents Medicare Advantage HMO, PPO, and PFFS organizations and stand alone prescription drug plans that have a Medicare contract. Enrollment depends on the plan's contract renewal. While we have a database of every Medicare plan nationwide and can help you to search among all plans, we have contracts with many but not all plans. As a result, we do not offer every plan available in your area. Currently we represent 50 organizations which offer 18,160 products nationwide. We search and recommend all plans, even those we don't directly offer. You can contact a licensed Chapter agent to find out the number of products available in your specific area. Please contact Medicare.gov, 1-800-Medicare, or your local State Health Insurance Program (SHIP) to get information on all of your options. Rumble Wallet - Don't let the big banks freeze your accounts.Take Control of Your Money and claim $5 in US Stablecoin (USA₮)! Download now at http://wallet.rumble.com/rubin and use the code Rubin5.
Cramer says he's changing course on this consumer stock. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market's biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
For nearly thirty years, Anthony Gignac, born Jose Enrique Moreno on the streets of Colombia, posed as Saudi royalty to con hotels, department stores, a university, and eventually a group of ultra wealthy international investors out of millions of dollars. From a sixth grade Mercedes scam to a two hundred million dollar American Express card to an eight million dollar investment fraud scheme, Anthony's story is one of the boldest and strangest cons in recent memory, and it came at a real human cost. On today's WTF Wednesday, Gina and Amber trace the entire arc of the Prince of Fraud, from an orphaned five year old to a federal inmate with a release date in 2032.A big shout-out to Haley Gray for her research on this episode! SourcesU.S. Department of Justice, press releases (usao-sdfl)CNBC, How a fake Saudi prince conned investors out of millionsLos Angeles Times archives, 1991 coverageVanity Fair, He actually believes he is Khalid: The odyssey of a counterfeit Saudi princeVanity Fair, How the fake Saudi prince Anthony Gignac was exposedForbes, Befriending the notorious fake sultanThe New York Times, coverage of Anthony GignacThe Washington Post, coverage of Anthony GignacThe Spokesman-Review archivesThe Orlando Sentinel archivesVice, The insane saga of the fake Saudi prince who scammed Miami's rich and famousFederal Bureau of Prisons inmate locatorWeird True Crime is an independent true crime podcast. If this episode entertained you, please share it with a friend who loves a good con artist story.Follow & Subscribe:Subscribe on Patreon: www.patreon.com/weirdtruecrimeWebsite: www.weirdtruecrime.comInstagram: www.instagram.com/weirdtruecrimeTikTok: www.tiktok.com/weirdtruecrimeYouTube: www.youtube.com/@weirdtruecrimeEmail: weirdtruecrime@gmail.comLeave a 5-star review if you enjoy the showProud Member of Fire Eyes Media LLCBecome a supporter of this podcast: https://www.spreaker.com/podcast/weird-true-crime--5679751/support.
Interview recorded - 23rd of July, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Jim Bianco. Jim Bianco is the President of Bianco Research and one of the most closely followed macro strategists in the industry.During our conversation we spoke about the economy, continued growth, the AI miracle, whether companies could be at risk, inflation rising, potential rate increases and more. I hope you enjoy!0:00 - Introduction1:53 - Overview of the economy4:52 - Continue growth8:04 - AI collapse risk13:28 - Can AI eat the world?16:05 - AI risks19:27 - Economic divergence23:03 - Youth unemployment28:08 - Inflation35:02 - Hawkish worse for yields?37:54 - One message to takeaway?Jim Bianco is President and Index Manager at Bianco Research Advisors. He is also the President of Bianco Research LLC. Since 1990, Jim's commentaries have offered a unique perspective on the global economy and financial markets. Unencumbered by the biases of traditional Wall Street research, Jim has built a decades long reputation for objective, incisive commentary that challenges consensus thinking.Jim appears regularly on CNBC, Bloomberg, and Fox Business, and is often featured in the Wall Street Journal, Bloomberg News, Grants Interest Rate Observer, and MarketWatch. Jim has a Bachelor of Science degree in Finance from Marquette University (1984) and an MBA from Fordham University (1989).Jim Bianco: Research: https://www.biancoresearch.com/visitor-home/ETF: https://www.biancoadvisors.com/X: https://twitter.com/intent/follow?screen_name=biancoresearch&tw_p=followbuttonLinkedIn: https://www.linkedin.com/in/james-bianco-117619152/WTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfnTikTok - https://vm.tiktok.com/ZMeUjj9xV/iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Linkedin - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas
CNBC's Kate Rooney discusses the implications of OpenAI's rogue agent hacking Hugging Face. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The CNBC Business News Update with Jessica Ettinger features market numbers & news with CNBC expert analysis and sound from top business names. Updated throughout the business day. Visit CNBC.com for more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
The CNBC Business News Update with Jessica Ettinger features market numbers & news with CNBC expert analysis and sound from top business names. Updated throughout the business day. Visit CNBC.com for more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
American equities plummet and borrowing costs hit their highest in nearly two decades as investors find little to like in the Fed's fifth 'hold' in a row. But, Chairman Warsh hints that a hike could be on the way. Elsewhere, investors digest a mixed bag of tech earnings from across the pond. Microsoft's cloud growth accelerates at its fastest pace in nearly five years, but Meta takes a hit as Mark Zuckerberg doubles down on AI spending. And strong EV demand boosts Renault sales in the first half, as the French carmaker withstands pressure from its Chinese peers.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
The Trump Accounts reach record sign-ups. CNBC blasts Anthony Fauci for his desire to be an arrogant rockstar. CNBC blasts Anthony Fauci for his desire to be an arrogant rockstar as the media refuses to admit they were wrong about Fauci. Thank you for supporting our sponsors that make The Dana Show possible…Laundry Saucehttps://LaundrySauce.comMake laundry day the best day of the week with Laundry Sauce. Get 20% off your entire order with code DANA.Byrnahttps://Byrna.com/DanaTrusted by law enforcement, security professionals, and everyday Americans—defend yourself and your family with Byrna.HumanNhttps://Humann.com/DanaGet the limited edition Watermelon Flavor and find out how to get a FREE 30-day supply before they sell out.Patriot Mobilehttp://PatriotMobile.com/DANAVisit online or call 972-PATRIOT and use promo code DANA for a FREE month of service.Relief Factorhttps://ReliefFactor.comDeclare your independence from pain with Relief Factor—start the 3-Week QuickStart for just $17.76Ghost Bedhttps://GhostBed.com/DANAGhostBed has the cooling luxury mattress you need for the best summer sleep. Use code DANA for an extra 10% off sitewide.Webroothttps://Webroot.com/DanaSave 60% off Webroot. Protect your devices. Protect your family. Protect your peace of mind. Live a better digital life with Webroot. Fast Growing Treeshttps://FastGrowingTrees.com/DanaGet an additional 20% off your first Fast Growing Trees. Get Better Plants and better looking yard. Subscribe today and stay in the loop on all things news with The Dana Show. Follow us here for more daily clips, updates, and commentary:YoutubeFacebookInstagramXMore InfoWebsite
Cramer says this materials stock is too volatile to buy back.Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market's biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
There's a new bill in Washington that sounds like a fix but is really just a promise to eventually have a debate about one. That's not why this episode matters. What matters is that Social Security is suddenly everywhere in the headlines, and if you've been putting off understanding how your own claiming decision actually works, that's a gap that gets more expensive the longer it sits. This episode is the one to finally close it. No single mistake, no one hot take, just a real walkthrough of the claiming ages, the spousal rules, the survivor benefits, and the myths that trip people up most, so you can stop guessing and start deciding with confidence.What You'll Walk Away WithWhy the "estimated benefit" number on your Social Security account can be wildly wrong, especially if you're not planning to work until 67The real reason waiting until 70 pays off, and why it has almost nothing to do with growthA subtle, surprisingly common mistake that can quietly wreck a smart claiming strategy years after you made itWhat actually happens to your benefit if your spouse passes away first, and how remarriage timing can change everythingWhy the industries where workers never pay into Social Security create a completely different retirement mathThe dollar threshold that can force you to pay back benefits you already claimedA 2024 rule change that may directly affect certain public employees and hasn't gotten nearly enough attentionWhy raising the retirement age matters a lot less than people assume, depending on how you actually want to retireHow a totally different tax, the Medicare surcharge, quietly rides along with your Social Security decisionsA quick true-or-false round that separates Social Security fact from the myths everyone repeatsWhy This Matters NowIf you're in your 40s, Social Security can feel like something to figure out later, right up until a headline makes it feel urgent and confusing at the same time. The truth is, you don't need to predict what Congress will do. You need to understand the mechanics that are already in your control: when you claim, how you and a spouse coordinate, and how your own work history shapes the number. Get that right, and you turn a source of money stress into one less thing you have to worry about, freeing up mental space for the parts of your financial life you actually want to think about, like the next trip, not the next committee hearing.From the BasementDoug tests his trivia chops with a game built to separate fact from political fantasy, and OG gets fired up about something that has absolutely nothing to do with retirement, and everything to do with golf tickets. It's the reminder that even a deep dive into claiming strategy still comes with a little basement chaos along the way.Resources MentionedThe PROMISE Act, explained — CNBC's breakdown of the bipartisan bill and the 2032 trust fund deadlineCreate your SSA.gov account — check your earnings history and benefit estimateid.me login for SSA.gov — the identity verification step for your Social Security accountThe Walt Disney Company: Walt's Era — Acquired podcast — the four-hour deep dive Doug referenced on Disney, Oswald the Rabbit, and protecting your nameStacking Benjamins Guides - Scout + a quick and easy checklist are just two of the reasons these complete reference tools are your top choice to manage your HR Benefits, your taxes, or college planning.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Nvidia is in talks with OpenAI to finance a new data center project in Ohio, according to reports. As markets kick off the busiest week of earnings season, investor Steve Eisman shares his perspective on the AI trade, big tech's big capital expenditures, the moats around tech and AI companies, and how he's hedging his own portfolio. CNBC's Dan Murphy reports on the current pause in fighting between the U.S. and Iran, and RBC Capital Markets' Helima Croft discusses the conflict's impact on the energy markets. Plus, PharmatrophiX co-founder and Stanford Professor Dr. Frank Longo explains Compound 31, a new FDA-approved drug to treat Alzheimer's. He shares his personal journey toward medical innovation in the field, and shares the differentiators between Compound 31 and the Alzheimer's treatments that have come before it. Dan Murphy - 07:50 Helima Croft - 12:43 Steve Eisman - 22:36 Dr. Frank Longo - 34:43 In this episode: Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Dan Murphy, @dan_murphy Katie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Club bought shares of this tech giant and could buy more if the sell-off continues.Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market's biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Mike Santoli and the Investment Committee debate how to position your portfolio ahead of a big earnings week for stocks. Plus, Health Care is a top sector over the last 3 months, the desk discuss how to trade it at these levels. And later, CNBC's Oliver Renick joins us with the latest Options Action in the energy market. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
A deeper dive into Technical Analysis. Prices are probing important levels. We are on the edge of my seats for more earnings results. Our guest today – Brian Shannon – Technical analyst and founder of AlphaTrends.net NEW! DOWNLOAD THE AI GENERATED SHOW NOTES Brian Shannon, full-time trader, educator and author of the highly regarded book Technical Analysis Using Multiple Timeframes, is the founder of Alphatrends. With 20+ years of experience, he has turned beginners, losing traders, and even so called “experts” into profitable traders that are equipped to seal gains in the market regardless of it‘s turbulence. Learn how to trade stocks from one of the best in the industry. Brian is the #1 ranked expert on Twitter in the categories of investing and Trading With over 52,000+ followers. In addition, Brian has a following of over 62,000+ on StockTwits, and some of the most subscribed financial videos on YouTube. If you are looking for the best stock trading site, look no further, Alphatrends has everything you need. CHECK OUT BRIAN’S LATEST BOOK “I believe in honesty, realistic expectations and true representations of what people can expect. Everything I say here is done without the slightest exaggeration. Integrity is everything to me. While this business is rife with charlatans that prey on people‘s greed, I only talk about substance and obtainable trading results. “ Follow @alphatrends Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE Stocks mentioned in this episode: (MU), (AAPL), IWM), (NVDA), (SPCX)
In this conversation, we sit down with entrepreneur Nick Friedman to discuss entrepreneurship, leadership, franchising, and what it takes to build a lasting business. Best known as the co-founder of College HUNKS Hauling Junk & Moving, Nick joins us to share the lessons behind scaling one of North America's fastest-growing franchise brands, along with insights from his book, Effortless Entrepreneur: Work Smart, Play Hard, Make Millions. Nick is a purpose-driven entrepreneur whose businesses are built around strong values, innovation, and people-first leadership. Alongside College HUNKS Hauling Junk & Moving, he also co-founded Trash Butler, a nationwide valet trash service serving multifamily communities. Hit play to discover: How Nick and his business partner turned a college idea into a national franchise. The leadership principles behind building successful teams. Why company culture is one of the biggest drivers of long-term growth. Advice on franchising, entrepreneurship, and scaling a business. The mindset shifts that separate successful entrepreneurs from everyone else. Nick has been featured by Forbes, Fortune, Newsweek, CNN, CNBC, ABC's Shark Tank, and Undercover Boss. He is also an active member of the Young Presidents' Organization (YPO) and a founding member of the Young Entrepreneur Council (YEC), where he continues to mentor entrepreneurs and business leaders around the world. Connect with Nick: College HUNKS Hauling Junk & Moving Personal Website Instagram LinkedIn