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Jul 22, 2025 – Fiscal stimulus is running hot, the Fed is still on the brake, and stocks refuse to quit—so what's really going on under the hood of the U.S. economy? Discover where the markets and economy are likely heading in the second half...
Today, we investigate the intersection of the energy transition, critical minerals and defense. As with commodities, warfare is also going through rapid and profound change, with the electrification of defense over the last 20 year. Batteries proliferate the battlefield and the energy transition is impacting national security. We are seeing the shift from capital assets to small, cheap weapons such as drones that can have profound impacts. This poses a particular problem for the US, where energy dominance has been based in hydrocarbons along with their warfare fighting capabilities. Now in an electrified battlefront, supply chains that support them sit in China, threatening the West's defence capabilities. Our guest is Joe Bryan, principal at Muswell Orange, a boutique consulting firm, focused on energy and particularly its intersection with national security. Before his return to the private sector, Joe was a senior advisor to the Secretary of Defense and was the Department sector, of Defense Chief Sustainability Officer. He previously served as Deputy Assistant Secretary for the Navy for Energy, where he was responsible for policies relating to the Department's installation and operational energy programs. Earlier in his career, Joe led investigations for the Senate Armed Services Committee and served on both Senate's Select Committee on Intelligence and the Permanent Subcommittee on Investigations. He has consulted on energy policy around the world and began his Investigations. He has consulted on energy policy around the world and began his career working on electricity restructuring and state level policies to encourage growth of clean energy markets.
Jul 21, 2025 – Explore high-net-worth dividend strategies in this special episode of Lifetime Planning, designed for experienced investors and financial professionals. Host Jim Puplava discusses recent tax law changes affecting portfolio...
- Curt Kimmel, AgMarket.net- Ben Brown, University of Missouri- U.S. Secretary of Commerce Lutnick- Mark Russo, EverStream.ai ★ Support this podcast ★
Jul 19, 2025 – What if today's market boom is actually the beginning of a systemic unraveling? In this eye-opening interview, Jim Puplava speaks with Dan Wantrobski...
This weekend's show dives into what's really driving markets amid tariff tensions and why global money is quietly rotating into commodities and resource stocks. ...
Jul 18, 2025 – What happens when the global economy starts to unravel—and we're forced to bring everything back home? In this thought-provoking conversation, Jim Puplava interviews economist and author Jeff Rubin...
- Mike Zuzolo, GlobalCommResearch.com- WILLAg News Update- Eric Snodgrass, NutrienAgSolutions.com ★ Support this podcast ★
This week, join David and Miles to discuss a backoff of stock participation off all time highs, the start of earnings season and a handful of airline stocks moving higher to start Q3..
Panelists - Naomi Blohm, TotalFarmMarketing.com - Jim McCormick, AgMarket.net - Mike Zuzolo, GlobalCommResearch.com ★ Support this podcast ★
- Matt Bennett, AgMarket.net- Giovani Preza Fontes, University of Illinois- Mike Tannura, Tstorm.net ★ Support this podcast ★
Episode SummaryYou built a content machine. Now leadership wants magic.In-house creative teams were designed to move fast and save money—but today's business leaders want more.They expect:bold brand-buildingcultural relevancestrategic insight…from teams still treated like internal vendors.So what separates in-house teams that thrive from the ones that get quietly downsized?According to Pete and Juan Carlos, it all comes down to culture.In this episode, they pull back the curtain on the rituals, truths, and team dynamics that unlock trust, talent, and transformative work.From unspoken disabilities & superpowers to under-measured impact, this is the playbook for making your team irreplaceable.Key TakeawaysYou can't process your way to magic. Culture is the real operating system of creative teams.Creative “problems” often signal cultural misalignment—not lack of talent or effort.Superpowers and struggles both matter. Great teams make space for the whole human.Conversation isn't overhead. It's where clarity, courage, and creativity begin.When CMOs and creative leaders align, in-house teams stop surviving—and start leading.Passive Listening to Active Thinking Use these prompts to reflect solo—or spark deep conversations with your team:What does your team optimize for—volume, speed, or belief?Where is your team using process to avoid conversation?What's one unspoken “disability” on your team—and what would it look like to support it?Are your current metrics proving value—or hiding it?If you left tomorrow, what would be missing: deliverables or culture?Pete Johnson & Juan Carlos Gutiérrez, Co-Founders at LOVE+RESPECTPete and Juan Carlos have led iconic creative teams at LEGO, Nickelodeon, Cartoon Network, and Saatchi & Saatchi. Now, through LOVE+RESPECT, they help brands transform their in-house teams into culture-driven, business-moving creative engines. With a mix of radical candor and real-world experience, they bring humanity, honesty, and high performance into the heart of creative operations.
In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Don Casturo, Founding Partner & Chief Investment Officer of Quantix Commodities, a sub-advisor for Harbor Capital Advisors. Don shares his outlook for commodities investing, including the greatest opportunities, challenges and more.
In this enlightening episode, Brian Doyle delves into the often-misunderstood world of strategic planning in customer success. While many in the industry are just starting to embrace strategy as a novel concept, Brian brings clarity and depth to the conversation by distinguishing between tactical and strategic initiatives. A frequent fixture on LinkedIn, Brian uses his platform to express his views on thriving as a service provider and how to leap from mere problem-solvers to proactive business partners. Focusing on building joint strategic plans with customers, Brian underlines the importance of understanding client goals and challenges to foster trust and collaboration. The episode highlights the nuances of technology roadmaps, warning against the oversimplification of categorizing them as strategic plans. Instead, it critiques this oversimplification as a failure to advance business outcomes. Detailed discussions cover how service providers can become indispensable by connecting technology services with client business goals, outlining the necessity of evolving as management consultants to enhance client relationships and secure long-term partnerships. Key Takeaways: Differentiating strategic initiatives from tactical tasks is crucial for service providers aiming to align closer with customer goals. Building joint strategic plans with customers helps establish a productive and transparent partnership, allowing for better alignment on shared goals. Understanding and utilizing current technologies can create low-cost, high-impact improvements in client operations, fostering trust. Reinforcing strategies with clear, cause-and-effect scenarios increases the perceived value and importance of proposed solutions. Ensuring customers are positioned as the hero in their stories, with service providers acting as expert guides, strengthens long-term relationships. Show Website: https://mspbusinessschool.com/ Host Brian Doyle: https://www.linkedin.com/in/briandoylevciotoolbox/ Sponsor vCIOToolbox: https://vciotoolbox.com
Jenna Spychal with Jonamac Orchard and the Illinois Specilaty Growers Association talks apple growing season. Illinois Farm Bureau Associate Director of Food Systems Development Raghela Scavuzzo promotes volunteer opportunites at the Illinois Specialty Growers Association tent during the Illinois State Fair.Ron Estes with Valent talks growing conditions throughout Illinois.
Jul 16, 2025 –This podcast is a replay of one of our most fascinating book interviews, The Dark Cloud. In this conversation, award-winning investigative journalist Guillaume Pitron takes us behind the scenes of our digital world to uncover the immense...
Most producers chase every lead and wonder why they're stuck in the price game.But Tom Gilroy flipped the script—and helped scale a 120-year-old family agency into a nationally recognized powerhouse.In this episode, Tom breaks down the repeatable strategy that took him from finance outsider to President of GKG, and the systems they use to help producers win high-value clients without pitching on price.If you're serious about creating meaningful differentiation, building real expertise, and closing accounts that actually want your advice—this episode is your blueprint.Here's what you'll learn:✅ Why grit, network, or expertise—you only need 2 of the 3 to win✅ How Tom used social media to generate national inbound leads✅ The system GKG built to back up every sales promise with execution✅ How to create a risk strategy roadmap that compels clients to switch✅ Why the “no a-hole” rule protects your team and client experience✅ How to craft a repeatable risk advisory process your team can use to scale
- Greg Johnson, TotalGrainMarketing.com- CPB/USAID Funding Debate in the Senate- Drew Lerner, WorldWeather.cc ★ Support this podcast ★
Illinois State University associate professor of agribusiness Dr. Iuliia Tetteh and ISU agriculture student Patrick Collins discuss their experience at the International Food and Agribusiness Management Association (IFAMA) 2025 Student Case Competition last month in Brazil. United Soybean Board's Susan Watkins talks domestic demand. Dan Haynes of the Menard County Farm Bureau Young Leaders highlights this weekend's Sweetcorn Showdown at the Menard County Fair.
Andrew Kabes Lighthouse Commodities - Markets
Brownfield Commodity Market Reporter John Perkins has your look at the higher moves in soybeans, corn, cattle, and hogs, and the mixed close in wheat.Closing numbers:» September corn $4.05 and ¼ up $.04» August soybeans $10.13 and ½ up $.18 and 1/2» August soybean meal $268.40 up $3.10» August soybean oil 54.82 up 26 points» September Chicago wheat $5.41 and ¼ up $.03 and 1/4» August live cattle $223.90 up $1.50» August lean hogs $104.42 up $.50Connect with Brownfield Ag News:» Get the latest ag news: https://www.brownfieldagnews.com/» Subscribe to Brownfield on YouTube: https://www.youtube.com/@BrownfieldAgNews» Follow Brownfield on X (Twitter): https://x.com/brownfield» Follow Brownfield on Facebook: https://www.facebook.com/BrownfieldAgNewsAbout Brownfield Ag News:Brownfield Ag News is your trusted source for reliable agriculture news, market trends, weather updates, and expert interviews. Get comprehensive coverage and stay ahead in the ever-evolving agriculture industry.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Brownfield Commodity Market Reporter John Perkins has your look at the early gains in corn and soybeans, and the mixed opens in wheat, cattle, and hogs.What to watch:» Corn and soybeans are looking at longer term weather outlooks.» Wheat is watching winter wheat harvest activity.» Cattle are waiting for direct business.» Hogs are at least a little encouraged by domestic demand.Connect with Brownfield Ag News:» Get the latest ag news: https://www.brownfieldagnews.com/» Subscribe to Brownfield on YouTube: https://www.youtube.com/@BrownfieldAgNews» Follow Brownfield on X (Twitter): https://x.com/brownfield» Follow Brownfield on Facebook: https://www.facebook.com/BrownfieldAgNewsAbout Brownfield Ag News:Brownfield Ag News is your trusted source for reliable agriculture news, market trends, weather updates, and expert interviews. Get comprehensive coverage and stay ahead in the ever-evolving agriculture industry.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
A recent rebound in iron ore prices toward $US100 a tonne is unlikely to be sustained, due to China stockpiling a surplus supply amidst a declineSee omnystudio.com/listener for privacy information.
In this episode, we discuss the impact of conflict and war on commodities markets through the lens of a brand new book by Dennis Voznesenski: War and Wheat. Dennis is an agricultural economist at the Commonwealth Bank of Australia and prior to that at Rabobank. Thoroughly researched, War and Wheat tells the story of how the agricultural markets fared during World War I, World War II and the recent Russian invasion of Ukraine and elucidates key learnings on how commodity markets function and how commodity traders can better navigate the more volatile times ahead. The book is available here: https://www.amazon.com.au/War-Wheat-Navigating-markets-conflict/dp/1763580938
- Naomi Blohm, TotalFarmMarketing.com- Giovani Preza Fontes, UofIL Extension Agronomist- Dave Chatterton, SFarmMarketing.com- Don Day, DayWeather.com ★ Support this podcast ★
Two farmers tell opposite weather stories: Ohio's Ben Klick describes the wettest, coldest spring in memory with corn at multiple growth stages, while Idaho's Jamie Kress faces drought with just 1.5 inches of rain during critical growing months. Both adapt with resilience and humor.
Celebrating the 75th anniversary of the 4-H Memorial Camp in Monticello with assistant camp director Niki Hoesman. Licensed professional counselor Rachel Brown provides her July challenge. DTN ag meteorologist John Baranick assesses summer weather in the Corn Belt.
Highlights: • Technical Analysis of Russell 2000 and XRT • Discussion on Commodities and Metals • Analysis of Biotech • Discussion on Uranium and Nuclear Energy • Technical Analysis of Copper and Silver TimingResearch.com Crowd Forecast News Episode #485, recorded at 7PM ET on July 14th, 2025. The full video and show notes available here: https://timingresearch.com/blog/2025/crowd-forecast-news-episode-485/ Lineup for this Episode: • Harry Boxer of TheTechTrader.com • Michele 'Mish' Schneider of MarketGauge.com • Norman Hallett of TheDisciplinedTrader.com • The Option Professor of OptionProfessor.com Bonus... [AD]
Brownfield Commodity Market Reporter John Perkins has your look at the lower start for corn and the early mixed activity in soybeans, wheat, cattle, and hogs.What to watch:» Soybeans are waiting for the NOPA numbers.» Corn and wheat are watching crop weather.» Cattle are getting ready for direct business.» Hogs are monitoring demand.Connect with Brownfield Ag News:» Get the latest ag news: https://www.brownfieldagnews.com/» Subscribe to Brownfield on YouTube: https://www.youtube.com/@BrownfieldAgNews» Follow Brownfield on X (Twitter): https://x.com/brownfield» Follow Brownfield on Facebook: https://www.facebook.com/BrownfieldAgNewsAbout Brownfield Ag News:Brownfield Ag News is your trusted source for reliable agriculture news, market trends, weather updates, and expert interviews. Get comprehensive coverage and stay ahead in the ever-evolving agriculture industry.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Jul 14, 2025 – With major tax changes now law under the One Big Beautiful Bill Act, Financial Sense Newshour's Jim Puplava sits down with tax expert Dan Pilla to break down what every taxpayer and advisor needs to know—right now. From shifting tax...
One Big Beautiful Farm Bill WEBINAR TomorrowREGISTER willag.org (farmdoc team)- Curt Kimmel, AgMarket.net- Frayne Olson, NDSU Ag Economist- Mark Russo, EverStream Analytics Wx ★ Support this podcast ★
Brownfield Commodity Market Reporter John Perkins has your look at the higher close in corn, the mixed end to the day for soybeans, and the losses in wheat, hogs, and cattle.Closing numbers:» September corn $4.00 up $.04» August soybeans $10.01 down $.03 and 1/4» August soybean meal $267.70 down $2.60» August soybean oil 54.17 up 42 points» September Chicago wheat $5.41 and ½ down $.03 and 1/2» August live cattle $219.35 down $2.85» August lean hogs $103.22 down $1.45Connect with Brownfield Ag News:» Get the latest ag news: https://www.brownfieldagnews.com/» Subscribe to Brownfield on YouTube: https://www.youtube.com/@BrownfieldAgNews» Follow Brownfield on X (Twitter): https://x.com/brownfield» Follow Brownfield on Facebook: https://www.facebook.com/BrownfieldAgNewsAbout Brownfield Ag News:Brownfield Ag News is your trusted source for reliable agriculture news, market trends, weather updates, and expert interviews. Get comprehensive coverage and stay ahead in the ever-evolving agriculture industry.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
The OBBBA is signed into law. Letters are going out with a new deadline. Coming up on earnings season – JPM reporting on the 15th – next week. And our guest – Larry McMillan – The Options Strategist. NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment) Professional trader Lawrence G. McMillan is perhaps best known as the author of Options As a Strategic Investment, the best-selling work on stock and index options strategies, which has sold over 300,000 copies. An active trader of his own account, he also manages option-oriented accounts for certain individuals. In a research capacity, he edits and contributes to his firm's publications: Daily Volume Alerts, The Option Strategist and The Daily Strategist – derivative products newsletters covering equity, index, and futures options. Finally, he speaks on option strategies at many seminars and colloquia in the United States, Canada, and Europe. He is often seen on CNBC and Bloomberg TV and is quoted in publications such as The Wall Street Journal, Barron's, Technical Analysis of Stocks and Commodities, Data Broadcasting's “Exchange” magazine, Futures Magazine, theStreet.com, Active Trader Magazine and many others. In 2011, Mr. McMillan received the prestigious Sullivan Award in recognition on behalf of his outstanding contributions to the growth and integrity of the U.S. options markets. Follow @optstrategist CHECK IT OUT To claim the offer attendees should visit www.OptionStrategist.com/TDI 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: (AAPL), (NVDA), (JPM), (NVDY), (MSTY)
A wide-ranging macro breakdown on gold, oil, natural gas, and the looming catalysts for volatility with Jeff Christian (CPM Group) and Josef Schachter (Schachter...
Crypto losses increase 66% in 2024 At first you may be saying I thought Bitcoin has been increasing in value? While that is true, you have to remember that is only one of the many thousands of cryptocurrencies that are available. According to the FBI in 2024, there was 149,686 complaints for total losses of $9.3 billion. It was somewhat surprising to learn that people over 60 years old, who I thought knew better than to gamble with cryptocurrencies, was the most with losses totaling nearly $3 billion. If you live in California, Texas or Florida that's where the most complaints came from with a cumulative loss of $3 billion. Mississippi was also largely impacted as the number of crypto scams per thousand was the highest at 42.1. Even though there are a far higher number of investors and larger dollars in stocks, the SEC reported nationwide just 583 enforcement actions for stock scams or stock complaints in 2024. These complaints included charges against advisors for untrue or unsubstantiated statements. Interesting to note there's now something called AI washing, which charges firms for making false or misleading statements about their use of artificial intelligence. It is hard to make a comparison of stock scams and fraud versus cryptocurrencies, but with the far higher number of people investing in stocks vs cryptocurrencies I think it is safe to say that your risk of being scammed in stock investments is far lower than being scammed when dealing with cryptocurrencies. So not only are you taking a higher market risk by investing in cryptocurrencies, but you are also taking on the risk of being ripped off as well. Have ETFs become too complicated? The first ETF, which stands for exchange traded fund, was launched about 30 years ago. They were simple in design and you generally bought them because they held a set group of stocks or bonds using an index and charged a low fee. Today, there are now over 4000 ETFs that are listed on the New York Stock Exchange. This is more than the 2400 individual stocks listed on the exchange. In 2024 alone, 700 new ETFs were launched and 33 of those tracked cryptocurrencies. The assets have ballooned to $11 trillion and now account for 1/3 of money invested in long-term funds. Some of that growth has come from open end mutual funds, which have lost $1.2 trillion in the past two years. There are now 1300 active ETFs, which actually manage the portfolio for you like a mutual fund. A big difference is those funds can now be sold during market hours. With open ended mutual funds, you have to wait until the close of the market and then sell at the closing net asset value for the day. Nearly half of the 1300 active ETF were launched last year. It gets difficult for investors with over 4000 choices to decide which is best. Back in 2020, Cathie Wood grew to fame with her actively managed ARK Innovation ETF. The fund shot up 150% that year and assets hit $28 billion. Today, the NASDAQ composite has a five-year cumulative return of 108% and the ARRK fund has seen a decline of 2% and the assets are now under $7 billion. If you're investing in an ETF to benefit from commodities, understand generally they use future contracts to track the underlying commodity. Commodity futures are not a perfect vehicle and they generally work better for speculators that do short-term trading. One exception to this is the SPDR gold shares which is a trust that holds the actual gold. In my opinion, it is far easier to analyze one company to invest in and then build a portfolio rather than trying to understand some of these ETFs that can use leverage or future contracts or whatever. I worry investors could be blindsided when they least expect it. What is a dark pool exchange? A dark pool exchange is an off the exchange platform where institutions can trade without broadcasting their buying or selling intentions publicly. People wonder why when we invest at Wilsey Asset Management we buy a company with the intent of holding it 3 to 5 years. For those who think they can do better by trading you are taking a toothpick to a gun fight. Exchanges and market makers make up nearly 87% of the daily trading volume, but these dark pools are trying to step in and do more of the trading, which I believe will leave the small investor in the dark and they might not know what certain stocks are trading at. I'm getting rather disgusted with how Wall Street is acting like the Wild West. FINRA another regulatory body seems to be OK with this and will be collecting fees from the dark pools. Fortunately, for the past two years, the SEC has not approved this form of trading, but with the new administration and the new SEC chairman, who seems to love the Wild West of trading, I'm sure we'll see more of this craziness going forward. This does not mean that investors on Wall Street cannot do well. To be frank, I don't care if we miss a penny or two on a trade since we are looking down the road 3 to 5 years, but if you're doing multiple trades per day that penny of two adds up. This also seems to be adding a lot more volatility to the markets. This volatility will scare investors out of good quality investments because of what they are seeing on a daily basis and not understanding what is going on behind the scenes. Remember if you are investor, you are investing in a small piece of a large company and there are millions if not billions of shares that are trading so don't worry about the short-term movements. Instead, make sure the investment you made was of good quality with sound earnings and a strong balance sheet that can weather any storm, even these dark pools. Financial Planning: Is Social Security Now Tax-Free? One of the major topics surrounding the One Big Beautiful Bill (OBBB) was the taxation of Social Security. Now that the bill has been signed into law, we know that the method used to tax Social Security remains unchanged—but many seniors will still see their overall tax liability go down. Most states, including California, do not tax Social Security. Federally, between 0% and 85% of benefits are reportable as income, meaning at least 15% is always tax-free. The taxable portion is based on a retiree's combined income, which includes adjusted gross income, tax-exempt interest, and half of their Social Security benefits. This formula was not changed by the OBBB. However, the standard deduction is increasing substantially, which reduces taxable income and, in turn, lowers overall tax liability. Prior to the bill's passage, a married couple aged 65 or older would have had a standard deduction of $33,200 in 2025 ($30,000 plus $3,200 for age). Starting in tax year 2025, that deduction can be as high as $46,700—a $13,500 increase. This results from a $1,500 increase to the base deduction for all filers, plus an additional $6,000 per person for those over age 65. Importantly, this extra $6,000 per senior (up to $12,000 per couple) is not technically part of the standard deduction—it is an above-the-line deduction that can be claimed even by those who itemize. This add-on begins to phase out when Modified Adjusted Gross Income exceeds $150,000 and is fully phased out above $250,000. As a result, taxpayers in the 10%, 12%, and 22% brackets are most likely to benefit. So, while Social Security is still taxable, more of that income may now be shielded from taxes due to the expanded deductions. Additionally, the bill prevents the federal tax brackets from reverting to higher 2017 levels in 2026. The brackets will now remain at 10%, 12%, 22%, 24%, 32%, 35%, and 37%, instead of increasing to 10%, 15%, 25%, 28%, 33%, 35%, and 39.6%. For retirees with taxable Social Security or other ordinary income, this means lower effective tax rates moving forward. In short, Social Security is still taxable—but seniors will likely pay less, or even nothing, thanks to these changes. Companies Discussed: Tripadvisor, Inc. (TRIP), Johnson & Johnson (JNJ), AMC Entertainment Holdings, Inc. (AMC) & KeyCorp (KEY)
Jul 11, 2025 – The commodity complex is experiencing significant gains this week, with strategic metals at the forefront of what we believe is a new secular bull market. The Pentagon's recent investment in MP Materials—the only active rare earth mine...
Jul 11, 2025 – Jim Welsh and Dan Steffens join Financial Sense Newshour to provide an update on the outlook for the US stock market, housing, inflation, and the energy markets.
How does American Tungsten (CSE: TUNG | OTCQB: DEMRF | FSE: RK9) aim to supply up to 16% of U.S. tungsten demand?Led by CEO Ali Haji, the company is breathing new life into the historic IMA Mine in Idaho. With existing infrastructure and private patented land ownership streamlining permitting, the project holds a clear strategic advantage.In this interview, Ali shares insights from their NI 43-101 technical report, summer exploration plans, and growing U.S. government engagement in critical mineral supply. With additional silver and molybdenum credits, American Tungsten is positioning itself as a fast-moving domestic supplier in a tightening market.Learn more about American Tungsten: https://americantungstencorp.com/Watch the full YouTube interview here: https://youtu.be/w59Fm03WE94And follow us to stay updated: https://www.youtube.com/@GlobalOneMedia?sub_confirmation=1
Welcome to Rendering Unconscious – the Gradiva award-winning podcast about psychoanalysis & culture, with me, Dr Vanessa Sinclair. https://renderingunconscious.substack.com RU355: TODD MCGOWAN ON PURE EXCESS: CAPITALISM & THE COMMODITY https://renderingunconscious.substack.com/p/ru355-todd-mcgowan-on-pure-excess Rendering Unconscious episode 355. Rendering Unconscious welcomes Todd McGowan back to the podcast! He's here to talk about his new book Pure Excess: Capitalism and the Commodity (2025). https://amzn.to/4lV4m9b Todd McGowan teaches theory and film at the University of Vermont. His books include The Impossible David Lynch (2007), Emancipation after Hegel: Achieving a Contradictory Revolution (2019), Embracing Alienation: Why We Shouldn't Try to Find Ourselves (2024), and Pure Excess: Capitalism and the Commodity (2025). McGowan contributed a chapter “The sex in their violence: eroticizing biopower” to the anthology On Psychoanalysis and Violence: Contemporary Lacanian Perspectives (Routledge, 2019) edited by Vanessa Sinclair and Manya Steinkoler. https://amzn.to/4nKklsi Follow RU Center for Psychoanalysis HERE: https://rucenterforpsychoanalysis.substack.com News and updates: On Wednesday, July 16th, join us for the inaugural event of RU Center for Psychoanalysis: https://rucenterforpsychoanalysis.substack.com The Queerness of Psychoanalysis: Emptiness is the Cure for Psychoanalysis: https://rucenterforpsychoanalysis.substack.com/p/join-us-for-the-inaugural-event-of This event will be recorded and the audio recording will be shared with those who registered. https://rucenterforpsychoanalysis.substack.com Sign up at eventbrite: https://www.eventbrite.com/e/the-queerness-of-psychoanalysis-emptiness-is-the-cure-for-psychoanalysis-tickets-1438613725379?aff=oddtdtcreator Everyone who becomes a paid subscriber for RU Center for Psychoanalysis will be atomically registered for the event on The Queerness of Psychoanalysis on July 16th (and all upcoming events in The Queerness of Psychoanalysis series) and will be enrolled for my 12 month course An Introduction to Psychoanalysis, which will meet once a month beginning September 13th! More info here: https://rucenterforpsychoanalysis.substack.com Thank you for listening to the Rendering Unconscious Podcast and for reading the Rendering Unconscious anthologies. And thank you so much for supporting this work by being a paid subscriber at the Substack. It makes my work possible. If you are so far a free subscriber, thanks to you too. Please consider becoming a paid subscriber to gain access to all the material on the site, including all future and archival podcast episodes. https://renderingunconscious.substack.com Rendering Unconscious is also a book series! Rendering Unconscious: Psychoanalytic Perspectives, Politics and Poetry volumes 1:1 and 1:2 (Trapart Books, 2024) available now! https://amzn.to/400QKR7 If you would like information about entering into psychoanalytic treatment with me or have other questions, please feel free to contact me via: vs [at] drvanessasinclair.net https://www.drvanessasinclair.net/contact/ Thank you.
- Mila Marshall, Sierra Club of Chicago ★ Support this podcast ★
This week, we discuss the best & worst performing stocks through June, new equity all-time highs, copper breaking out, and international equity score improvement.
New York Times' bestselling author Larry McDonald, founder of The Bear Traps Report, returns to The Julia La Roche Show for episode 273 to discuss the markets and the economy.Sponsors: Monetary Metals. https://monetary-metals.com/julia Kalshi: https://kalshi.com/juliaLinks: How To Listen When Markets Speak: https://www.amazon.com/Listen-When-Markets-Speak-Opportunities-ebook/dp/B0C4DFVFNR Twitter/X: https://twitter.com/Convertbond Bear Traps Report: https://www.thebeartrapsreport.com/00:00 Introduction: Larry McDonald, founder of the Bear Traps Report00:47 Getting long high beta names in April, now lightening positions02:18 Add high beta into fear/panic, lighten into complacency 04:11 Warning about "Liz Truss moment" for America - bond panic scenario 06:38 Debt ceiling suspension creates $1.7 trillion bond issuance catch-up 08:04 Bessent's "bag of tricks" to fight bond vigilantes 09:33 Dollar counter-trend rally from front-end Treasury issuance 11:41 Mechanics of dollar rally: need dollars to buy Treasuries 13:53 Emerging market bonds outperforming long-term Treasuries 16:14 Question whether "bag of tricks" arrives on time to help bonds 17:05 Financial repression explanation: suppress rates below inflation18:40 Bond vigilantes back despite Bessent's interventions 19:35 Commodities renaissance: copper names up 200-300% over 5 years21:51 New portfolio construction: gold, copper, uranium, lithium miners24:08 Risk: banks exposed to $5 trillion in commercial real estate debt25:09 Jamie Dimon and Buffett selling banks at "alarming pace" 26:31 Optimistic on lithium trade and Chile election outcome 26:55 Expecting 100 basis points in rate cuts due to debt burden 28:12 Coal names oversold, offshore drilling opportunities30:00 Closing remarks
July 9, 2025 – Julian Brigden, president of MI2 Partners, joins FS Insider's Cris Sheridan for a must-listen macro deep dive. Julian discusses the surging S&P 500 and Nvidia's record highs, but warns of a “money illusion” as the dollar weakens...
Jul 8, 2025 – Few understand the mechanics of global liquidity like Dr. Michael Howell. In this exclusive interview, he reveals what's really driving asset prices—and what investors must watch now. Today, we discuss Fed policy, China's central bank, and...
Trees, Prairies, Conservation, and the Farmwith the Savanna Institute ★ Support this podcast ★
In 2024 the Lithium market saw huge price drops related to oversupply, a slowing EV adoption rate globally, as well as macroeconomic headwinds. Is this a pause or a more structural challenge? What is the long-term demand picture? How does geopolitics fit within that? Does technological change threaten the outlook? And in such a volatile market, why is risk management essential? Our guest is Caspar Rawles, Chief Operating Officer at Benchmark, the Independent Price Reporting Agency for Critical Minerals, including Lithium, which will soon be launching three Lithium futures contracts with the Intercontinental Exchange, ICE. What are those contracts and what do they mean for the sector?
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Jul 7, 2025 – Thinking about moving from a high-tax state to a low-tax state? You're not alone—and there are crucial steps you must take to avoid costly mistakes. In today's Lifetime Planning segment, Crystal Colbert goes through the essential dos...
As global demand for copper heats up, Copper Fox Metals (TSXV: CUU | OTCQX: CPFXF | FSE: HPU) is advancing high-potential projects across North America. Chairperson, President, and CEO Elmer B. Stewart discusses progress at Schaft Creek and Van Dyke, its strategic partnership with Teck Resources, and what's next as the company moves toward pre-feasibility stage.Learn more about Copper Fox Metals: https://copperfoxmetals.comWatch the full YouTube interview here: https://youtu.be/SGmVDGySzR4And follow us to stay updated: https://www.youtube.com/@GlobalOneMedia?sub_confirmation=1