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Feb 25, 2026 – Last week's Supreme Court ruling upended President Trump's sweeping tariff strategy, cutting the effective U.S. tariff rate nearly in half and sending shockwaves through global trade. Adriano Bosoni breaks down who wins and who loses...
Feb 24, 2026 – What if the massive disruption we've seen in the stock market from AI is just the beginning of a much deeper transformation? In this compelling conversation, Cris Sheridan sits down with strategist Robert Van Battenburg...
Today, we review energy supply and demand and some of the key sentiments coming out of International Energy Week, not only about where both those curves are headed, but also key associated risks to each. Are our assumptions correct about energy demand in the world of AI? Are our assumptions correct around development curves, especially in the Global South? Is there a hydrocarbon glut out there? And what about the long term? All this comes to us from Claudio Galimberti, Chief Economist at Rystad, and their recently published House View. Rystad is an energy consulting and market analytics firm with over 40 offices around the world and headquartered in Oslo. The House View is available for download here. https://www.rystadenergy.com/house-view-report
In this powerful episode of Unleashing Intuition Secrets, Michael Jaco welcomes Larry Ballard for an in-depth slide presentation exploring what he describes as a coming period of global upheaval — spiritually, politically, economically, and geologically. Ballard outlines what he believes is an unfolding sequence of events: whistleblower revelations, institutional fallout, banking and corporate failures, and a broader global reset — followed by what he describes as an American restoration and spiritual revival. He argues that both communism and crony capitalism must fall, proposing a new commodity-backed economic system built on tangible assets such as gold, silver, uranium, platinum, wheat, copper, and other resources to replace fiat currency. The conversation explores tariffs, manufacturing revival, resource leverage, and claims of suppressed technologies. Ballard also connects current global events to biblical warnings and celestial signs, including recent U.S. eclipse paths crossing key regions and historic fault zones. The discussion expands into earth-change scenarios and geologic concerns — including seismic risks in the New Madrid and Cascadia zones, sinkhole and limestone vulnerabilities in Florida, California coastal uplift, potential volcanic activity in the Appalachian region, and broader “Ring of Fire” activity. Ballard emphasizes spiritual preparedness above all, advising prayerful discernment on whether to relocate or remain in higher-risk regions to help stabilize communities. The episode also touches on alternative community models, durable infrastructure, real estate reform, 3D-printed construction, and Ballard's personal spiritual framework centered on virtue and intentional prayer. He announces his updated book Crusade: Restoring the Republic and discusses an upcoming Florida conference. This is a wide-ranging conversation on collapse, cleansing, restoration, and what Ballard calls “God's reset.”
South Korean thermal coal prices dipped slightly amid quiet trading, while major utilities issued large tenders and received guidance to limit Russian coal to about 10% of imports. Weather‑related delays tightened inventories. Wood pellet prices weakened on soft demand. Korea advanced its energy transition with major renewable expansion plans, a new clean‑energy pact with Sweden, and a 25‑billion‑won decarbonisation auction. Electricity prices were frozen despite high winter demand. Refiners prepared for significant spring maintenance that may tighten fuel supply. Base‑oil exports were stable year on year.
Previewing a Rural Business Transitions Webinar Series with Michael Delany from the University of Illinois Extension and Norm Walzer from the Illinois Institute for Rural Affairs. Monthly visit with Jenna Spychal from the Illinois Specialty Growers Association and Jonamac Orchard. Highlighting Farmer Veteran Coalition of Illinois "Farmer Veteran of the Year" Ed Dubrick from Iroquois County, who also participates in the Illinois Farm Bureau A-LOT program or Agricultural Leaders of Tomorrow.
Audrey Robinovitz is a fragrance writer, critic, Diptyque shop girl, and honestly, a perfume obsessive who matches my freak.Today we chat about everything from the difference between Olivier Pescheux's Diptyque and Olivia Giacobetti's, to the role scent plays in various religions, to our collective breaking point with fantasy accords (and so much more)! ENJOY.FOLLOW AUDREY: @foldyrhandsSUBSTACK: eatyourlipstick.substack.comFRAGS MENTIONED:Maison Margiela Lipstick On, Guerlain Insolence, L'Artisan Passage D'Enfer, Rundholz Feb 14 1912, Parfum Prissana Ma Nishtana, Dior Poison, Le Labo Santal 33, Glossier You, Diptyque Fleur de Peau, Essential Faith, Nemat Amber, Guerlain L'Heure Bleue, Mugler Angel, Diptyque: Orpheon EDP, Benjoin Boheme, Fleur de Peau, Vetyverio, Tempo, Philosykos; Frederic Malle En Passant, L'Artisan: Tea for Two, Premier Figuier; Dior Diorissimo, PHLUR Father Figure, Clue Perfumery Dandelion Butter, D.S. & Durga Debaser, Diptyque: Orpheon EDT, Kyoto, Philosykos EDT, Volutes, Chergui, L'Eau Trois; Clue Perfumery With a Candlestick, Comme des Garcons 2011, Penhaligon's Endymion, Le Labo Santal 33, Jorum Studio: Firewater, Pony Boy, Gorseland; IUNX Talc******Thank you to our sponsor: Commodity!SHOP THE ARCHIVES!https://commodityfragrances.com/products/archive-collection-discovery-kit15% OFF: code PERFUMEROOM15 now-March 17(valid for all orders $35+)
Feb 23, 2026 – Are high taxes quietly eroding more of your income than you realize—especially if you live in a blue state? Jim Puplava explains how to lower adjusted gross income using above-the-line deductions such as 401(k)s, SEP-IRAs...
ALL DAY AG OUTLOOK TIX$40 at go.illinois.edu/alldayagoutlook- Naomi Blohm, TotalFarmMarketing.com- USTR Ag Negotiations and ARS Plant Path- Don Day, DayWeather.com ★ Support this podcast ★
Kate Gordon has watched American energy policy evolve for two decades across multiple presidential administrations. Her frank conversation about rising utility bills, surging demand from data centers, the complicated truth about coal's comeback and whether an all-of-the-above energy strategy still exists in America or whether we're now just picking winners and losers.
As we gear up for Nvidia earnings, the conversation in the AI data center era has shifted toward one critical ingredient: Memory. In this video we are discussing the "memory trade" and why High Bandwidth Memory (HBM) is causing such a shift in the market.In this video, we break down Micron's (MU) aggressive production ramp and debunk the rumors surrounding their place in Nvidia's supply chain. Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formChapters:00:00 – The Memory Trade & Nvidia Anticipation 00:45 – HBM: The Essential AI Ingredient 01:45 – Addressing the Nvidia Supply Chain Rumors 02:30 – Is Memory a Commodity? The Cyclical Risk 03:15 – Calculating Free Cash Flow (FCF) 04:00 – Demand vs. Supply: Why Prices are Rising 05:00 – The Global Fab Expansion: Idaho, NY, & Beyond 06:15 – The $150 Billion CapEx Assumption 07:20 – Micron Valuation: 2026 & 2027 Forecasts 08:00 – Final Thoughts: Still Going Strong?If you found this video useful, please make sure to like and subscribe!*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.#Micron #MU #AIInvesting #Semiconductors #HBM #ChipStockInvestor #StockValuation #TechStocks #Nvidia #MemoryTradeNick and Kasey own shares of Micron
Key Topics: The original Turtle experiment and lessons from Richard Dennis Why and how trend following focuses on small losses and large winners Volatility-based position sizing and risk management discipline - Diversification across equity markets, currencies, commodities, bonds, and individual stocks Current market dispersion and what it means for systematic strategies The psychological challenge of sticking with trend during whipsaws and drawdowns The growing role of ETFs in managed futures How advisors can size and integrate trend-following sleeves within broader allocations Key Takeaways: Trend following is agnostic — it adapts rather than predicts. Diversification across a broad global universe improves opportunity and resilience. Proper allocation and manager selection matter more than short-term performance. No strategy is perfect — understanding drawdowns and behavioral discipline is critical. Learn More: Jerry Parker & Chesapeake Capital: www.chesapeakecapital.com Dantes Outlook's RIA & OCIO Services: www.dantesoutlook.com Dantes Outlook Substack for ongoing research and portfolio insights: www.dantes.substack.com Disclaimer: The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts. The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.Visit us at www.dantesoutlook.com
National Corn Growers Association chief economist Krista Swanson and American Farm Bureau Federation economist Danny Munch recap their presentation at last week's Illinois Farm Bureau Governmental Affairs Leadership Conference in Springfield. Highlighting Cambridge Middle School FFA Chapter. Illinois State Climatologist Trent Ford discusses the Climate Prediction Center's spring weather outlook.
Zack Shapiro, Head of Policy at the Bitcoin Policy Institute and Founder of Rains, joins us to talk about the shifting landscape of crypto regulation under the Trump administration. We discuss why the CLARITY Act is in limbo, the "Defi mullet" and the legal challenges facing AI agents. Zack gives a behind-the-scenes look at the banking lobby's war on stablecoin yields and evaluates the progress of the Strategic Bitcoin Reserve. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: * Banks lobbied for 1:1 yield ban. * Coinbase takes their pound of flesh * AI ends billable hour standard. Timestamps: 00:00 Start 00:24 Who is Zack? 01:25 Bitcoin Policy Institute 04:23 Current policy outlook 10:49 CLARITY Act 17:34 Will CLARITY pass? 19:32 Commodities vs Securities 21:02 Safe harbor 21:19 Howey & Utility tokens 22:37 Developer protections 24:25 How good are protections in CLARITY? 28:56 Crypto crashout & AI agents 33:43 Front ends & KYC 36:13 OFAC 39:43 Ideals in crypto 42:21 BASE 43:30 Crypto in-fighting 46:55 LLMs & the law 52:17 Prediction markets The Gwart Show is sponsored by Ellipsis Labs. Ellipsis Labs builds the most efficient on-chain markets. Their orderbook and Prop AMM products have delivered price improvement to hundreds of billions of dollars in retail volume. Now, they are bringing their expertise to build Phoenix, the best on-chain perpetuals platform. Ellipsis Labs is hiring New York-based engineers. If you're an engineer looking to work with a proven team in making DeFi better, go to ellipsislabs dot xyz slash careers. Learn more about your ad choices. Visit megaphone.fm/adchoices
Overnight in the US, Wall St rebounded from yesterday's sell off, spurred by software stocks as investors fears of AI disruption were eased. The tech heavy Nasdaq lead the way jumping 1%, while the S&P500 and Dow Jones both advanced 0.8%.What to watch today:Back home the ASX is expected to follow suit, with the SPI futures pointing to a 0.75% jump at the open of trade.In reporting season, gaming machine supplier Light and Wonder (ASX:LNW) has reported a 4% rise in revenue to US$3.3 billion, an adjusted net profit before amortisation increase of 18% to US$567 million, which puts them firmly in line with guidance.Other major companies are due to release their results this morning, including Fortescue Metals (ASX:FMG), Woolworths (ASX:WOW) and WiseTech Global (ASX:WTC).So far this reporting season, 206 companies have reported their results, with 38% beating expectations, 32% in line, and 30% missing expectations.Following on from their results, Bell Potter have upgraded end-to-end mining technology solutions provided Imdex (ASX:IMD) from a hold to a buy, and increased their 12-month price target from $3.60 to $4.60 per share. This comes after they announced an underlying EBITDA increase of 22% YoY, which beat forecast by 9%.Similarly, they have maintained their Buy rating on electrical equipment distributor IPD group (ASX:IPG), with a 12-month price target of $5.30, after thei announced an 8% underlying EBITDA increase YoY, which represented a 2% beat on forecast.Additionally today, keep an eye on the January CPI data which is due at 11:30am Sydney today – NAB analysts have predicted that both headline and trimmed-mean inflation will remain unchanged for the month, so any unexpected changes could impact the markets.Finally ending with commodities news,Crude oil has once again remained flat for the 3rd consecutive day, trading at slightly over US$66 per barrel.For precious metals, both gold and silver have pulled back slightly from yesterday's highs, with the former down 1.3% to US$5161 per ounce, and the latter down 1% to US$87.30 per ounce.
In this episode of Lead-Lag Live, I sit down with Michael Germano, Founder and Wealth Manager at Key Sage Wealth, to discuss whether markets are entering a major rotation after years of mega-cap tech dominance.From signs of mean reversion and passive-driven distortions to the case for a commodity supercycle and a weakening U.S. dollar, Germano explains why investors may want to rethink concentration risk and reassess exposure to AI-driven valuations.In this episode:– Why mega-cap tech may be “long in the tooth”– How passive flows have created market inefficiencies– The case for a structural commodity supercycle– What a weaker dollar means for portfolios– How wealthy investors compound capital using lending strategiesLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#MarketRotation #Commodities #AI #AssetAllocation #WealthManagementSupport the show
All Day Ag Outlook Conference $40@ The Beef House in Covington, INREGISTER NOW WILLAg.org- Curt Kimmel, AgMarket.net- Bridge Payment Sign Up Opens- Chad Hart, Iowa State Extension- Mark Russo, EverStream.ai ★ Support this podcast ★
We learn about historical preservation efforts in Cairo from Don Patton, founding president of The Cairo Historical Preservation Project and Quinn Adamowski of Landmarks Illinois.We hear from for Illinois FFA state officer Derek Sample, who is with the SIU-Carbondale Collegiate Farm Bureau and currently student teaching in Wayne City. Joe Camp at Commstock Investments previews a new market week.
Brownfield Commodity Market Reporter John Perkins has your look at the losses in cattle and wheat, the gains in hogs, and mixed closes for corn and soybeans.March corn $4.27 and ½ unchangedMarch soybeans $11.34 and ¼ down $.03 and 1/4March soybean meal $308.70 down $1.10March soybean oil 59.39 up 47 pointsMarch Chicago wheat $5.69 and ½ down $.04April live cattle $239.25 down $2.75April lean hogs $93.70 up $.02Learn more about what's happening in the agriculture markets here: https://brownfieldagnews.com/markets/Find more agriculture news here: https://brownfieldagnews.com/Connect with Brownfield Ag News:» Get the latest ag news: https://www.brownfieldagnews.com/» Subscribe to Brownfield on YouTube: @BrownfieldAgNews » Follow Brownfield on X (Twitter): https://x.com/brownfield» Follow Brownfield on Facebook: https://www.facebook.com/BrownfieldAgNewsSubscribe and listen to Brownfield Ag News:➡︎ Apple: https://podcasts.apple.com/dz/podcast/brownfield-ag-news/id1436508505➡︎ Spotify: https://open.spotify.com/show/4qoIHY9EYUV9sf5DXhBKHN?si=a4483aaa1afd445eBrownfield Ag News creates and delivers original content across multiple media platforms. Brownfield is the largest and one of the oldest agricultural news networks in the country carrying agricultural news, markets, weather, commentary and feature content.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 overnight losses in soybeans, corn, and wheat, and how cattle and hogs could start the weekLearn more about what's happening in the agriculture markets here: https://brownfieldagnews.com/markets/Find more agriculture news here: https://brownfieldagnews.com/Connect with Brownfield Ag News:» Get the latest ag news: https://www.brownfieldagnews.com/» Subscribe to Brownfield on YouTube: @BrownfieldAgNews » Follow Brownfield on X (Twitter): https://x.com/brownfield» Follow Brownfield on Facebook: https://www.facebook.com/BrownfieldAgNewsSubscribe and listen to Brownfield Ag News:➡︎ Apple: https://podcasts.apple.com/dz/podcast/brownfield-ag-news/id1436508505➡︎ Spotify: https://open.spotify.com/show/4qoIHY9EYUV9sf5DXhBKHN?si=a4483aaa1afd445eBrownfield Ag News creates and delivers original content across multiple media platforms. Brownfield is the largest and one of the oldest agricultural news networks in the country carrying agricultural news, markets, weather, commentary and feature content.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Der Titel der heutigen Episode ist: Digitale Kolonie oder Souveränität? Europa steckt in einer Reihe von Herausforderungen, eine davon ist, wie wir die immer durchdringendere Digitalisierung zu unserem Vorteil nutzen und die damit verbundenen Risiken minimieren können. Ich freue mich besonders, für dieses sehr wichtige Thema zwei Gesprächspartner zu haben: Wilfried Jäger und Kevin Mallinger. Wilfried hat in Wien technische Physik studiert und anschließend eine Postdoc-Stelle im Bereich „Industrial Policy” am MIT in den USA angenommen. Danach war er als Berater mit Schwerpunkt IT-Einsatz tätig. Seine Konzernlaufbahn konzentrierte sich auf physische Infrastrukturen, zunächst im Bereich Eisenbahn und später im Rechenzentrumsbetrieb. Diese Tätigkeit hatte er auch in der Verwaltung inne, bis er vor ca. 8 Jahren den Schwerpunkt auf KI in der Verwaltung legte. Seine Interessensschwerpunkte sind digitale Infrastrukturen und Open-Source-Software. Neben der beruflichen Tätigkeit, und dies ist für diese Episode ebenfalls sehr wichtig, hat er vor mehr als 15 Jahren den Verein OSSBIG mitgegründet, der das Thema Unabhängigkeit und Souveränität auf unterschiedlichen Ebenen propagiert. Kevin ist Leiter der Forschungsgruppe Complexity and Resilience und verantwortlich für die anwendungsorientiere Forschung im Forschungszentrum SBA Research in Wien.Er ist im Bereich der Informatik und Komplexitätsforschung mit einem besonderen Schwerpunkt auf nachhaltige Technologien. Außerdem leitet er bei der Österreichischen Computer Gesellschaft die Arbeitsgruppe Informatik und Nachhaltigkeit. Digitale Souveränität ist aktuell in aller Munde, besonders in Europa, aber ist es schlicht ein Buzzword, alter Wein in neuen Schläuchen oder relevant und wichtig? Ich nehme in diesem Podcast von Buzzword-Themen Abstand. Daher ist es aus meiner Beobachtung eine wesentliche Diskussion, die wohl seit mindestens 25 Jahren schwelt, und gerade wieder gehyped wird, dennoch aber von fundamentaler Bedeutung ist. Aber zunächst gehen wir einen Schritt zurück: Viele Zuhörer sind keine Techniker — warum ist Software und digitale Souveränität überhaupt ein Thema? Vor einigen Jahrzehnten war es noch schwer, die gesellschaftliche Bedeutung in der Breite der Gesellschaft klar genug zu machen, auch wenn die technisch/ökonomische schon einigen klar war. So erklärt sich unter anderem auch die Gründung der OSSBIG, von der Wilfried erzählt. Digitalisierung hat nun die gesamte Gesellschaft sehr offensichtlich in jeder alltäglichen Dimension durchdrungen — damit werden auch Abhängigkeiten und Gefahren in der Breite deutlicher. Was ist somit unter der Plattformisierung digitaler Infrastrukturen zu verstehen? Was sind die Folgen? Die gesamte Prozesskette ist ungleich komplexer geworden und damit natürlich auch die Fortpflanzung von Fehlern und Abhängigkeiten ausgeprägter. Hinzu kommt der evolutionäre Aspekt von Technik, das heißt, Neues wird immer auch auf Altem aufgebaut, was neue Herausforderungen mit sich bringt. Diese Situation ist eben keine rein technische mehr, sondern ist zu einer komplexen Gemengelage aus technischen, geopolitischen, militärischen und wirtschaftlichen Themen geworden. Das macht die Sache natürlich nicht einfacher. Wie sehen wir digitale Souveränität und Autonomie? Wer ist souverän, in welcher Hinsicht? Welche Rolle spielen andere Schlagworte in diesem Umfeld, etwa Komplexität, Open Source und Open Protocol, Netzwerkeffekte? Ein Indikator für die Explosion an IT-Services und Diensten und daraus folgender Komplexität: »Wir haben IPV6 eingeführt, weil wir mussten — das hat mehr IP-Adressen als es Atome im Weltall gibt.« Welche Rolle spielen Marktmechanismen in diesem Kontext? Wie werden neue Technologien eingeführt? Was können wir aus der Vergangenheit lernen? »Aus Spaß wird Ernst und aus Ernst wird Infrastruktur.« Technik ist meist ein zweischneidiges Schwert: »Auf der einen Seite gewinnen wir Freiheiten, auf der anderen Seite schaffen wir Abhängigkeiten auf einer anderen, meist systemischen Ebene.« Diese Abhängkeiten, diese Infrastruktur muss heute sogar global betrachtet werden. Single Points of Failure sind nicht mehr theoretisch, sondern immer wieder zu beobachten. »Durch die Komplexität verlieren wir den Überblick.« Abhängigkeiten gehen weit über die IT hinaus und sind teiweise zirkulär. Was bedeutet dies konkret? Software ist zwar ein virtuelles Gut, aber wird dadurch noch schneller weltumspannend wirksam. Wie wirkt Evolution in der Software? innerhalb einer Organisation marktwirtschaftlicher Wettbewerb zwischen Unternehmen Open Source — wir funktioniert Evolution hier? Welche Auswirkungen hat das auf Eigentumsrechte, Verantwortlichkeit, Motivation, Zentralität vs. Dezentralität? Wer hat noch Kontrolle über die Systeme, die entwickelt werden und die sich evolutionär weiterentwickeln? Es kommen wieder die häufig genannten Fragen auf: Wo findet Steuerung und Kontrolle statt und wo soll sie vernünftigerweise stattfinden? Kann man Komplexität überhaupt sinnvoll zentralisieren? »Der Steuerungsmechanismus kann nicht weniger komplex sein als das System selber.« Kehren wir also wieder zu den frühen kybernetischen Erkenntnissen und Problemen zurück? Das wurde von W. Ross Ashby (und Stafford Beer) als Law of Requisite Variety bezeichnet. Was ist Edge Computing? Wie können verteilte Ansätze hier weiterhelfen? Aber wie schafft man die Abwägung zwischen größeren strategischen Überlegungen und operativen taktischen Entscheidungen? Wie lösen wir das Koordinationsproblem? Warum ist es weiter problematisch, Open Source und kommerzielle Software klar trennen zu wollen? Was ist nun die Überlappung zwischen Open Source/Protocol und Souveränität? »Souveränität bedeutet, dass ich genügend Handlungsoptionen in einem komplexen Umfeld habe. Jeder Mechanismus, der mir das ermöglicht, erhöht meine Souveränität.« Was sind Software-agnostische Daten? Was sind Protokolle und warum sind solche, die sich als Standard etabliert haben, kaum mehr wegzubekommen? Was bedeutet dies im Kontext der digitalen Souveränität? Software — alles schnell, Programme von gestern spielen keine Rolle mehr, jeden Tag eine neue App? Oder läuft wesentliche Software über Jahrzehnte, oder noch länger? Und die Daten, mit denen operiert wird, haben noch wesentlich längere Lebenszyklen. Wie gehen wir im Zeitalter der Digitalisierung damit um? Es gibt auch in der Privatindustrie Beispiele, wo Geschäftsfälle Daten und Code über ein Jahrhundert gewartet und betrieben werden müssen. Was bedeutet dies vor allem auch für die gesellschaftliche Kontrolle dieser Infrastrukturen. Ich provoziere: Wenn wir aber der Realität der letzten Jahrzehnte ins Auge blicken so sind wir (in Europa) nicht längst eine digitale Kolonie und versuchen jetzt den Zwergenaufstand? Kein einziges der weltweit größten 25 Unternehmen (die ersten zehn fast ausschließlich IT-Unternehmen) ist europäisch und auch in einer Bewertung kritischer Technologien und deren Führerschaft spielt Europa keine Rolle. Haben wir also in Europa in allen wesentlichen Aspekten den Anschluss verloren? Was gibt es überhaupt noch zu tun? Wilfried bringt die »Gegenprovokation«: »Jedes System erlebt, bevor es zusammenkracht, seine große Blüte.« Wer wird gewinnen? Der Tyrannosaurus Rex oder die Säugetiere? Ist diese Metapher zutreffend? Welche unserer Provokationen gewinnt?
Starting abroad this morning, it was a tough start to the week in Wall St which saw all 3 major indexes tumble as investors weigh fears of AI disruption across various industries, as well as the announcement of further tariffs. The Dow Jones dropped 1.7%, the Nasdaq declined 1.1%, while the S&P fell 1%.What to watch today:Back home, despite the rout in New York the ASX is expected to open in the green this morning, with the SPI futures indicating a 0.3% jump at the open of trade today.Turning to reporting season, we've seen some big announcements this morning already. Starting with Regal Partners (ASX:RPL), which announced substantial beats on its targets, with a 47% increase in income and a 65% jump in profit from last year.Monadelphous (ASX:MND) saw similarly positive results, announcing a record half year revenue which was 46% up from last year, while net profit climbed 53%.Keep an eye also on Woodside Energy (ASX:WDS), and Nine Entertainment (ASX:NEC), which will also be reporting today.So far, we've seen 173 companies report their results this reporting season. Of them, 69 companies or 40% have beaten expectations, 56 companies or 32% are in line, and 48 companies have missed expectations, making up the remaining 28%.Following their results yesterday, Bell Potter have maintained their buy rating on counter drone technology supplier Electro Optic Systems (ASX:EOS), however reduced their 12-month price target from $12 to $9.70, off the back of a combination of lower projected revenue and higher costs.The team have also upgraded employee benefits provider McMillan Shakespeare (ASX:MMS) from a Hold to a Buy with a 12 month target price of $18.50, following their results and FY26 guidance.And to end with commodities news:very little change in the Crude Oil price, which is trading just about flat at US$66 per barrel.However, it was a different story for precious metals, which have seen their rebound from the sell-off earlier this month continue as tariff uncertainty is back in the news. Gold is trading up 2.4% at around US$5230 per ounce, while Silver is up 4.7% to US$88.50 per ounce.
Short week – but full of fun… We have been dancing around the 50-day moving average. A rant is about to happen – oh boy, strap in. And what is going on with commodities? A great time to bring on our guest – Carley Garner of DeCarley Trading. NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) Carley Garner is a futures and options broker with DeCarley Trading, a division of Zaner Financial Services in Las Vegas, Nevada. With nearly two decades of experience, her commodity market analysis is often referenced on Jim Cramer’s Mad Money on CNBC, and she is a regular guest on Bloomberg Television’s Options Insight segment with Abigail Doolittle. You might also see her on the Cow Guy Close hosted by Scott Shellady on RFD-TV and “Futures” aired on Schwab Network. Garner is a regular contributor to TheStreet.com and its Pro service and is also a regular on the speaking circuit. She can be found at TradersEXPOs and MoneyShows throughout the country. Garner is also an award-winning author of commodity futures and options trading books. In addition to Trading Commodity Options with Creativity, Garner has authored Higher Probability Commodity Trading; A Trader’s First Book on Commodities (three editions); Currency Trading in the Forex and Futures Markets; and Commodity Options. She pens a monthly column for the long-running Technical Analysis of Stocks & Commodities Magazine. Her e-newsletters, The DeCarley Perspective and The Financial Futures Report have garnered a loyal following; she is also proactive in providing free trading education at www.DeCarleyTrading.com Follow @andrewhorowitz More information available on Horowitz & Company’s TDI Managed Growth Strategy Check this out and find out more at: http://www.interactivebrokers.com/ Stocks mentioned in this episode: (GLD), (SLV), (SPY)
Feb 20, 2026 – The Supreme Court just struck down tariffs—so what happens next? In this wide-ranging conversation, Jim Puplava sits down with Gina Martin Adams, Chief Market Strategist at HB Wealth, to break down what it means for markets...
Feb 20, 2026 – FSWM's Chief Investment Officer, Chris Puplava, examines whether the “running hot” economy thesis remains intact. Citing strong market breadth, surging advance-decline lines, and broad participation across cyclical sectors...
This week on Weathering Decarbonization, we welcome Hayn Park, Portfolio Manager for Energy Commodities, into the SmarterMarkets™ studio. David Greely sits down with Hayn to discuss how the energy transition is affecting power markets from fundamentals to their price dynamics and relationships to other markets – and what it takes to trade and manage risk in a more volatile and changing environment for power markets.
This week, we're fresh off the inaugural TG Macro Conference in Nashville, unpacking all the biggest takeaways ranging from commodity cycles, gold, miners, oil, rates, and market psychology. We also reflect on trading lessons, risk management, and why in-person macro communities matter more than ever. Enjoy! — Follow Tony: https://x.com/TgMacro Follow Jared: https://x.com/dailydirtnap Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx Join us at Digital Asset Summit 2026 in NYC March 24-26th! Use code FORWARD200 for $200 OFF! https://blockworks.co/event/digital-asset-summit-nyc-2026 — Coinbase crypto-backed loans, powered by Morpho, enable you to take out loans at competitive rates using crypto as collateral. Rates are typically 4% to 8%. Borrow up to $5M using BTC as collateral and up to $1M using ETH as collateral. Manage crypto-backed loans directly in the Coinbase app with ease. Learn more here: https://www.coinbase.com/onchain/borrow/get-started?utm_campaign=0126_defi-borrow_blockworks_FG&marketId=0x9103c3b4e834476c9a62ea009ba2c884ee42e94e6e314a26f04d312434191836&utm_source=FG — Timestamps: (00:00) Intro (01:42) Inaugural TG Macro Conference (08:27) Demographics, Debt & Hard Lessons (12:18) Oil, Commodities, Miners (18:54) Gold, Energy & Commodity Cycles (24:21) Rates, Bonds & Global Markets (26:28) Ads (Coinbase) (27:21) Warsh, Yields, Bull Markets (33:09) Market Psychology & Bull Case For America (41:08) Final Thoughts — Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #macro #investing #markets #stocks #stockmarket
Two veteran newsletter editors map out where the next big moves, and best entry points, could emerge across metals and energy in 2026. ...
Feb 20, 2026 – Curious about agentic AI models like OpenClaw, Claude Cowork, and the major changes they're bringing to the market and software world? FSWM's Research and Trading Analyst Xavier Stonehouse discusses the current events...
In this episode, President and Senior Financial Planner Paul L. Moffat and Director of Financial Planning Jordan Naffa take a comprehensive look back at the market performance of 2025 and the key lessons investors can carry forward. Despite widespread predictions of a lackluster year, global markets delivered strong and in many cases exceptional returns across multiple asset classes.Paul and Jordan break down performance across U.S. equities, international developed markets, emerging markets, real estate, and fixed income. They highlight how globally diversified portfolios benefited from strength outside the United States, and why investors who stayed disciplined during periods of volatility were ultimately rewarded. The discussion also covers sector performance within large growth, small value, and emerging markets, along with a review of commodities and their long-term track record.This episode reinforces the importance of diversification, long-term perspective, and resisting short-term predictions that often miss the mark.In this episode: ● U.S., international, and emerging market performance in 2025 ● How the “steady five” asset classes compare to historical averages ● Sector breakdowns within U.S. and global equity markets ● Why international and emerging markets outperformed expectations ● Fixed income results and the role of bonds in portfolios ● Commodity performance and long-term historical perspective ● The value of discipline and global diversificationThe opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed in this program is not a guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested in directly. As always, please remember that investing involves risk and the possible loss of principal. Please seek advice from a licensed professional.Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.
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Federal and state updates with Illinois Farm Bureau Executive Director of Governmental Affairs and Commodities Kevin Semlow. Monthly visit with Illinois State Treasurer Michael Frerichs. IHSA Friday Friday Friday segment features Winnebago High School boys basketball coach Joe Murphy, who just picked up his 900th coaching victory.
Brownfield Commodity Market Reporter John Perkins has your look at Friday's losses in cattle and soybeans, and the gains in corn, hogs, and wheat.March corn $4.27 and ½ up $.01 and 3/4March soybeans $11.37 and ½ down $.03 and 1/2March soybean meal $309.80 up $5.00March soybean oil 58.92 down 76 pointsMarch Chicago wheat $5.73 and ½ up $.14April live cattle $242.00 down $1.42April lean hogs $93.67 up $.22Learn more about what's happening in the agriculture markets here: https://brownfieldagnews.com/markets/Find more agriculture news here: https://brownfieldagnews.com/Connect with Brownfield Ag News:» Get the latest ag news: https://www.brownfieldagnews.com/» Subscribe to Brownfield on YouTube: @BrownfieldAgNews » Follow Brownfield on X (Twitter): https://x.com/brownfield» Follow Brownfield on Facebook: https://www.facebook.com/BrownfieldAgNewsSubscribe and listen to Brownfield Ag News:➡︎ Apple: https://podcasts.apple.com/dz/podcast/brownfield-ag-news/id1436508505➡︎ Spotify: https://open.spotify.com/show/4qoIHY9EYUV9sf5DXhBKHN?si=a4483aaa1afd445eBrownfield Ag News creates and delivers original content across multiple media platforms. Brownfield is the largest and one of the oldest agricultural news networks in the country carrying agricultural news, markets, weather, commentary and feature content.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 higher overnight business in corn and the mixed trade for soybeans and wheat, along with how cattle and hogs could open.Learn more about what's happening in the agriculture markets here: https://brownfieldagnews.com/markets/Find more agriculture news here: https://brownfieldagnews.com/Connect with Brownfield Ag News:» Get the latest ag news: https://www.brownfieldagnews.com/» Subscribe to Brownfield on YouTube: @BrownfieldAgNews » Follow Brownfield on X (Twitter): https://x.com/brownfield» Follow Brownfield on Facebook: https://www.facebook.com/BrownfieldAgNewsSubscribe and listen to Brownfield Ag News:➡︎ Apple: https://podcasts.apple.com/dz/podcast/brownfield-ag-news/id1436508505➡︎ Spotify: https://open.spotify.com/show/4qoIHY9EYUV9sf5DXhBKHN?si=a4483aaa1afd445eBrownfield Ag News creates and delivers original content across multiple media platforms. Brownfield is the largest and one of the oldest agricultural news networks in the country carrying agricultural news, markets, weather, commentary and feature content.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
5. Severe Flooding in France and Commodity Shifts Severe storms inundate France while gold and silver prices fluctuate due to shifting global economic policies. Guest: Simon Constable1888 NAVAL GUN
Feb 19, 2026 – Rotation, competition, and productivity are the lifeblood of the ongoing Roaring 2020s thesis. In this episode, FS Insider host Cris Sheridan sits down with renowned strategist Dr. Ed Yardeni to discuss his outlook for the markets...
All Day Ag Outlook Tuesday, March 3The Beef House in Covington, Indiana$40 @ go.illinois.edu/alldayagoutlookPanelists - Jim McCormick, AgMarket.net - Logan Kimmel, RoachAg.com ★ Support this podcast ★
Sal Gilbertie says gold and silver prices are being driven up by fears around conflict between the U.S. and Iran. His firm, Teucrium, specializes in agricultural commodity ETFs, and Sal calls grains a strong diversifier for portfolios. “The agricultural commodities are almost impervious to demand shocks,” he notes, and demand has climbed significantly over the last 60 years. He digs into soybeans, corn, and wheat and their cost of production, along with weather risks.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
ALL DAY AG OUTLOOK CONFERENCETuesday, March 3 @ The Beef Housego.illinois.edu/alldayagoutlook- Curt Kimmel, AgMarket.net- Ag Forum and @farmdoc Figures- Mike Tannura, Tstorm.net ★ Support this podcast ★
Leading up to National FFA Week, an update from the Executive Director of Illinois Association FFA Mindy Bunselmeyer. Illinois Farm Bureau Associate Director of Food Systems Development Raghela Scavuzzo recaps last month's Everything Local Conference. Raelynn Parmely, IFB Economic and Policy Analyst breaks down the latest USDA Farm Income Forecast.
Ali Raymer transformed from high school English teacher to multimillion-dollar travel business founder by aligning two lifelong passions: education and travel. Her early experiences organizing student trips sparked the realization that she could educate people through authentic travel experiences in ways traditional classrooms could not. When the pandemic devastated the industry in 2020, she faced a critical choice: quit or persevere. Rather than abandoning her vision, Ali returned to teaching temporarily while the market recovered, a decision that taught her an invaluable lesson about resilience and trust. When travel demand surged again, she was positioned to capture it exponentially. What truly distinguishes Ali's travel advising is her refusal to be a transactional order taker. Instead, she leverages years of lived experience—raising children abroad, navigating logistical challenges in foreign countries, and building genuine relationships with local guides—to provide irreplaceable value that AI and booking platforms cannot replicate. When clients describe their vision, Ali mentally eliminates unsuitable options, asks probing questions to uncover unstated desires, and proposes destinations they never considered. Ali Raymer's mission extends beyond individual clients to transforming the entire travel advisor industry. She advocates fiercely for advisors to build substantial six-figure incomes through strategic specialization and deliberate marketing rather than settling for supplemental earnings. If you're ready to stop putting off your dream vacation and start creating meaningful travel memories with those you love most, Ali is ready to guide you with expertise, authenticity, and genuine care. Visit her website to schedule your free consult call and begin planning your dream vacation! For the accessible version of the podcast, go to our Ziotag gallery.We're happy you're here! Like the pod?Support the podcast and receive discounts from our sponsors: https://yourbrandamplified.codeadx.me/Leave a rating and review on your favorite platformFollow @yourbrandamplified on the socialsTalk to my digital avatar Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
In this episode, Confluence reviews the Asset Allocation rebalance for the first quarter of 2026, featuring a brief economic analysis and insights on asset class and security selection for the firm's Asset Allocation portfolios. Joining the podcast to recap the rationale for this quarter's changes is Kaisa Stucke, analyst and chair of the Asset Allocation Committee's quarterly investment meetings.
In this episode of the Harvest Series, Rose Claverie speaks with Schuyler Grant and Jeff Krasno about what it takes to grow together over decades. Recorded in Kaplankaya, the conversation explores love beyond romance, commitment beyond sacrifice, and parenting through emotional safety.They reflect on power, money, vulnerability, and the courage to let each other evolve. A rare, honest look at long-term partnership without idealisation.You can follow us on Instagram at @HarvestSeries or @rose.claverie for updates, and follow our guests Jeff and Schuyler.Chapters00:00 – Opening and introduction01:41 – Creating, healing, and evolving together03:15 – Traveling as a couple again05:13 – Parenthood and identity shifts06:36 – Letting go and trust07:22 – Movement, breath, and embodiment08:26 – Community as the heart of wellness10:17 – The birth of Wanderlust12:07 – Engineering containers for connection13:37 – Wellness, scale, and commodification15:11 – Why connection can't be engineered16:00 – Business roles and shared values17:20 – Money, power, and partnership19:52 – Feminine and masculine dynamics20:34 – “Multiple marriages” with one person22:21 – Lover and beloved dynamics24:41 – Parenthood and vulnerability27:23 – Losing intimacy and finding stability28:58 – Love without neediness30:12 – Commitment as liberation31:14 – Vulnerability, aging, and dependence34:15 – Impermanence of self and relationship37:20 – Letting partners evolve freely39:33 – Coherence, safety, and family41:27 – Creating safety for children45:49 – Breaking generational cycles47:02 – Power, money, and independence52:05 – Values over attraction53:09 – Monogamy, freedom, and choice55:14 – Repair, rupture, and resilience56:03 – Pride, growth, and admiration01:00:01 – Parenting, safety, and trust01:02:00 – Closing reflectionsWatch our podcast episodes and speaker sessions on YouTube: Harvest Series.Credits:Sound editing by: @lesbellesfrequencesTechnician in Kaplankaya: Joel MoriasiMusic by: ChambordHarvest Series is produced in partnership with Athena Advisers and Capital PartnersHarvest Series Founders: Burak Öymen and Roman Carel
ALL DAY AG OUT TICKETSgo.illinois.edu/alldayagoutlook- Greg Johnson, TGM TotalGrainMarketing.com- RP, SCO, ECO Crop Insurance Decisions- Andrew Pritchard, NutrienAgSolutions.com ★ Support this podcast ★
Launched in 2024, BRUME ORPIN is a niche fragrance brand putting sustainability at the forefront of EVERYTHING they create. Every aspect of the perfume, from the outermost packaging down the juice has been painstakingly designed to be biodegradable—to the point that the BRUME ORPIN has restricted its palette to just 50 materials. Yes, only 50.It's a perfect example of of creativity born from boundary. Today, Founder Tiphaine Cogez-Cousseau shares the her story.FRAGS MENTIONED:BRUME ORPIN: Odenui Extrait, Odenui, Orotoa, Dara, Theor, Leau; Balmain Ambre Gris, Guerlain Jardins de Bagatelle; BRUME ORPIN Odosman, Villa Odosman, Orotoa ******Thank you to our sponsor: Commodity!SHOP THE ARCHIVES!https://commodityfragrances.com/products/archive-collection-discovery-kit15% OFF: code PERFUMEROOM15 now-March 17 (valid for all orders $35+)
REGISTER go.illinois.edu/AllDayAgOutlook- Naomi Blohm, TotalFarmMarketing.com- Dave Chatterton, SFMarketing.com- Don Day, DayWeather.com ★ Support this podcast ★
CoBank economist Brian Earnest discusses the 2026 outlook for beef, pork, and poultry. Learn how GLP-1 drugs, new dietary guidelines, and consumer demand shifts are creating a rare moment when all three proteins are profitable simultaneously.
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Greg Sharenow from PIMCO to discuss: the boom in real assets, the role of momentum in trading commodities, how to gain exposure to real assets and more. Find complete show notes on our blogs... Ben Carlson's A Wealth of Common Sense Michael Batnick's The Irrelevant Investor Feel free to shoot us an email at animalspirits@thecompoundnews.com with any feedback, questions, recommendations, or ideas for future topics of conversation. Check out the latest in financial blogger fashion at The Compound shop: https://idontshop.com Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Learn more about your ad choices. Visit megaphone.fm/adchoices
Feb 16, 2026 – Looking for ways to boost heart health, improve recovery, and enhance longevity? Financial Sense Newshour's Jim Puplava hosts Vic Riffel from Sunlighten to uncover the science and benefits behind infrared saunas. Vic explains how...