Podcasts about deficits

Difference between revenues and spending

  • 899PODCASTS
  • 2,574EPISODES
  • 38mAVG DURATION
  • 5WEEKLY NEW EPISODES
  • Sep 17, 2025LATEST
deficits

POPULARITY

20172018201920202021202220232024

Categories



Best podcasts about deficits

Show all podcasts related to deficits

Latest podcast episodes about deficits

AT Corner
CEU: Achilles Tendonopathy - An Update on Rehabilitation - 220

AT Corner

Play Episode Listen Later Sep 17, 2025 29:56


Describe the pathomechanics of insertional achilles tendonopathy, identify altered motor patterns and tendon structure as a consequence of achilles tendonopathy, and discuss updated evidence on rehabilitation concepts for insertional and midportion achilles tendonopathyTimestamps(3:09) Anatomy Review(4:12) Pathomechanics of Achilles tendonopathy(9:26) Deficits associated with Achilles tendonopathy(14:08) Rehabilitation concepts for Achilles tendonopathy--ARTICLE CITATIONS used for this episode: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://atcornerds.wixsite.com/home/blog⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠AT CORNER FACEBOOK GROUP: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/groups/atcornerpodcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram, Website, YouTube, and other links: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠atcornerds.wixsite.com/home/links⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠EMAIL US: atcornerds@gmail.comSAVE on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Medbridge⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Use code ATCORNER to get $101 off your subscriptionMusic: Jahzzar (betterwithmusic.com) CC BY-SA—TO GET CATEGORY A CEUs for listening to this episode, enroll in this course: https://clinicallypressed.org/courses-home/Take the quiz and course evaluation and your certificate will be generated for you! We have no financial disclosures or conflict of interests.---Sandy & Randy

Money Matters with Jack Mallers
Deficits Don't Lie & BRICS Don't Bluff: Here Comes Bitcoin

Money Matters with Jack Mallers

Play Episode Listen Later Sep 9, 2025 56:39


Streaming live Mondays at 6pm ET on The Jack Mallers Show YouTube channel.

TD Ameritrade Network
Foreign Fiscal Deficits and the Nasdaq: A Global Tug of War

TD Ameritrade Network

Play Episode Listen Later Sep 9, 2025 7:39


Michelle Gibley says investors should keep an eye on foreign governments as they grapple with reducing fiscal deficits. With the Nasdaq hitting records, she notes that France, the UK, and Japan are under the microscope. Gibley believes the bond market will ultimately win the "tug of war" between voter pressure and investor demands for reduced deficits. She also discusses the big picture on inflation.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe 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

Economy Watch
US settles in to accept economic stagnation & isolation

Economy Watch

Play Episode Listen Later Sep 9, 2025 4:47


Kia ora,Welcome to Wednesday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this is the international edition from Interest.co.nz.And today we lead with news that rather than understating US jobs growth - which got her fired - the stats agency reporting labour market data overstated Trump's jobs growth, and by some margin.But first up today, there was a dairy Pulse auction earlier today for both SMP and WMP, and while prices dipped as expected, they didn't dip as much as the derivatives markets had signaled. WMP was down just -0.2% from the full auction the prior week, SMP was down -0.6%. However the firming NZD resulted in about a -1.5% fall in NZD terms.In the US, small business NFIB sentiment survey for August reported stable conditions with some issues easing, some tightening.There was a US Treasury 3yr bond auction earlier today that was well supported but less well than the prior equivalent event a month ago. It resulted in a median yield of 3.45%, down sharply from the 3.61% at that prior equivalent event. The outsized shift down likely reflects bond investor risk aversion.Although it is just a statistical adjustment, updated data shows the US economy added -911,000 fewer jobs in the 12 months through March than initially reported - the largest downward revision since at least 2000. This is a -0.6% adjustment, far more that the average change of +0.2% in total nonfarm employment over the past decade. Nearly all sectors added fewer jobs than initially estimated.If the US Fed cuts rates next week to bolster their slowing economy, it will likely signal that their are changing their inflation goal from 2% to 3%, and prepared to accept stagflation over stagnation. The risk is they get both.Across the Pacific, Japanese machine tool orders were up +8.1% in August from a year ago, largely due to a +12% surge in export orders. Export orders made up almost three quarters of this industry's order book in August.And Taiwan kept up its amazing record of export growth in August. They jumped more than +34% from a year ago and outperforming market expectations of +22% growth.In Russia, their Federal Treasury reported another deep deficit in August, the second in a row and the first time ever of back-to-back deficits exceeding -1.9% of GDP.In Australia, ANZ Group's new broom CEO Nuno Matos has kicked off a change program at the four-pillar bank with plans to shed 3,500 Australian staff.The Westpac-MI consumer sentiment survey slipped on darker views about the economic outlook and less confidence about getting any more rate cuts from the RBA - because inflation is still 'too high'. Analysts had expected this survey to possibly break into net optimism in September, but it was not to be.Meanwhile the August NAB business confidence report shows it fell a minor 3 points, following four consecutive months of improving sentiment and leaves confidence also close to long run average levelsThe UST 10yr yield is now under 4.07%, up +2 bps from yesterday at this time. The price of gold will start today at a new high at US$3,641/oz, up +US$9 from yesterday.American oil prices are marginally firmer, at just over US$62.50/bbl with the international Brent price is +50 USc firmer at just on US$66.50/bbl.The Kiwi dollar is now at just over 59.3 USc and unchanged from yesterday. Against the Aussie we are down -10 bps at 90 AUc. Against the euro we are up +10 bps at 50.6 euro cents. That all means our TWI-5 starts today at just over 66.6, down -10 bps from yesterday.The bitcoin price starts today at US$111,080 and down -1.1% from this time yesterday. Volatility over the past 24 hours has been moderate, also at just under +/- 1.1%.You can get more news affecting the economy in New Zealand from interest.co.nz.Kia ora. I'm David Chaston. And we will do this again tomorrow.

Market Maker
The UK's Fiscal Alarm Bell

Market Maker

Play Episode Listen Later Sep 5, 2025 39:03


In this episode, Anthony and Piers dig into the surge in UK borrowing costs, now at their highest since 1998. Is this a warning sign or just a media-fueled blip? They explore the fiscal strain, political reshuffling, and why the pound took a sharp hit earlier in the week.The conversation then turns to the deeper structural issues—rising inflation, slowing growth, and a widening current account deficit. Could this all snowball into a credibility crisis for the UK government and Bank of England?Also in this episode: gold's breakout past $3,500, Goldman's bold $5,000 call, and what the rally tells us about fading trust in fiat systems and central bank independence.(00:00) UK: Borrowing & Inflation(08:41) Debt Spiral(17:17) Deficits & Outlook(25:56) Gold as Hedge(34:25) Trust in Gov't & Banks

The John Batchelor Show
#LONDONCALLING: @JOSEPHSTERNBERG @WSJOPINION Joseph Sternberg: discusses the alarming speculation that the UK and France might require IMF bailouts due to their enormous debt piles and fiscal deficits, and a political inability to implement austerity me

The John Batchelor Show

Play Episode Listen Later Sep 3, 2025 12:08


#LONDONCALLING:  @JOSEPHSTERNBERG @WSJOPINION Joseph Sternberg: discusses the alarming speculation that the UK and France might require IMF bailouts due to their enormous debt piles and fiscal deficits, and a political inability to implement austerity measures. He notes the UK is exhibiting "precrisis" signs with a weakening pound and rising long-term borrowing costs, reflecting a loss of investor confidence in its economic growth. Sternberg concludes that these major economies are too large for a traditional IMF bailout, implying they must address their fiscal challenges internally to avoid a financial crisis. 1850 BANK OF ENGLAND

The John Batchelor Show
CONTINUED: #LONDONCALLING: @JOSEPHSTERNBERG @WSJOPINION Joseph Sternberg: Joseph Sternberg discusses the alarming speculation that the UK and France might require IMF bailouts due to their enormous debt piles and fiscal deficits, and a political inabili

The John Batchelor Show

Play Episode Listen Later Sep 3, 2025 5:42


CONTINUED: #LONDONCALLING:  @JOSEPHSTERNBERG @WSJOPINION Joseph Sternberg: Joseph Sternberg discusses the alarming speculation that the UK and France might require IMF bailouts due to their enormous debt piles and fiscal deficits, and a political inability to implement austerity measures. He notes the UK is exhibiting "precrisis" signs with a weakening pound and rising long-term borrowing costs, reflecting a loss of investor confidence in its economic growth. Sternberg concludes that these major economies are too large for a traditional IMF bailout, implying they must address their fiscal challenges internally to avoid a financial crisis. 1873 TRIAL OF FORGERS OF BANK OF ENGLAND

The Kim Constable Podcast
Workout Order, Calorie Deficits, Cellulite & Buck Camp 3.0 Details

The Kim Constable Podcast

Play Episode Listen Later Sep 3, 2025 53:31


In this episode, Kim answers your biggest questions about fat loss, calorie intake, and how to build muscle even while eating in a deficit. She explains the best order for strength training and cardio, the truth about cellulite, and why consistency and precision are the real keys to long-term results. She also shares full details of the upcoming Buck Camp 3.0 Challenge — launching Thursday with a $30,000 prize pool for the top 10 competitors. The program includes meal plans, workouts, a customer hub, and is open to both app members and non-members. Challenge starts September 15. What you'll learn in this episode: – The best order for workouts to maximise fat loss – How women can still build muscle in a calorie deficit – When to stick with a nutrition plan and when to change – Why nutrient timing matters (especially post-workout) – How weighted vests can keep your burn high as body fat drops – The real cause of cellulite and what it takes to reduce it – How to stop emotions from derailing your progress This episode blends practical fat loss advice with powerful mindset coaching — all geared toward women who are ready to dial things in and see real results.

Excess Returns
Cole Smead on Deficits, Inflation, and the Erosion of Earnings Quality in Technology Stocks

Excess Returns

Play Episode Listen Later Sep 3, 2025 52:27


In this episode of Excess Returns, we welcome back Cole Smead of Smead Capital for a wide-ranging conversation on markets, history, and the principles of value investing. Cole shares his perspectives on fiscal largesse, inflation, passive flows, energy markets, U.S. exceptionalism, and the timeless lessons of Buffett and Munger. His insights bridge economic history with today's market realities, giving investors a framework to think about risk, capital allocation, and opportunity costs.Deficits, monetary policy, and why recessions are hard to find todayInflation dynamics and lessons from the 1960s and 1970sThe U.S. government's role in markets (Intel stake, big government policies)American exceptionalism vs. global capital allocation improvementsEarnings quality and the divergence between accounting and economic profitsPassive investing flows, weak competition, and investor behaviorEnergy investing: from fracking bust to efficiency and capital disciplineComparing the AI boom with past manias and capital cyclesSmead Capital's investment process and evaluating “wonderful companies”Buffett, Munger, and the lessons of asset-light vs. capital-intensive businessesClosing insights: why returns on capital matter more than EPS or revenue00:00 – Opening quote and fiscal deficits02:00 – Debt, inflation, and recession risks08:50 – Government stake in Intel & big government era12:15 – U.S. exceptionalism and arrogance17:30 – Earnings quality erosion in U.S. businesses24:00 – Passive flows and human behavior27:30 – Opportunities in energy investing34:00 – Energy buildout vs. AI boom38:00 – Smead Capital's investment process44:00 – Lessons from Buffett and Munger51:00 – Standard closing question

WWL First News with Tommy Tucker
Saints and Tigers and deficits, oh my! Full Show 9-3-25

WWL First News with Tommy Tucker

Play Episode Listen Later Sep 3, 2025 95:12


* Should LSU be the #1 team in the nation? * Bobby Hebert's biggest questions for the Saints * New Orleans is facing a $100 million deficit. How? And how do we fix it? * We're facing another government shutdown. Will Congress do anything? * French Quarter construction project is needed...but causing headaches * Are we investing enough in our early childhood educators?

Stu Does America
Ep 1108 | The STUNNING Truth Behind Claims that Trump Tariffs Will Reduce US Deficits EXPOSED | Guests: Dan Andros & Jeff Fisher

Stu Does America

Play Episode Listen Later Aug 27, 2025 46:19


Stu Burguiere gives an update on the mass shooting in Minneapolis. Then, Stu dives into the economic weeds of the Trump tariffs and speculates on whether they will lower the national deficit by up to $4 trillion, as claimed by the president and his Cabinet. Plus, CBN's Dan Andros joins to give his take on the Great Cracker Barrel 180 of 2025. And BlazeTV's Jeff Fisher joins to discuss a new ranking of the nation's most crime-riddled cities. TODAY'S SPONSOR BRICKHOUSE NUTRITION Celebrate Brickhouse Nutrition's Labor Day Sale with 25% off your order with the code LABORDAY25 at http://www.brickhousenutrition.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Tony & Dwight
Rep. Thomas Massie with Leland Conway

Tony & Dwight

Play Episode Listen Later Aug 27, 2025 17:01 Transcription Available


Congressman Thomas Massie (KY-04) is sometimes at odds with President Donald Trump, usually pertaining to federal spending.Guest host Leland Conway had a wide ranging chat with Rep. Massie - interrupted for a few minutes by cell service disruption - but rejoined in time to cover all of the topics both parties intended to address.

Economic Update with Richard D. Wolff
Government Deficits; Why They Happen, Who Benefits From Them, and MMT

Economic Update with Richard D. Wolff

Play Episode Listen Later Aug 26, 2025 34:32


Economic Update returns next week to its regular schedule! This week's episode was recorded in June this year and covers topics our viewers have written to us and requested. Professor Wolff explains what deficits are and why the capitalist system enables and invites employers to cause them. He then proceeds to explain how deficits both solve specific problems of capitalism while also causing others. Over time, problems accumulate to undermine the credit of the US and bring economic crisis. Modern Monetary Theory (MMT) is shown to offer one way out of the crisis by changing how money is created.    The d@w Team Economic Update with Richard D. Wolff is a DemocracyatWork.info Inc. production. We make it a point to provide the show free of ads and rely on viewer support to continue doing so.  You can support our work by joining our Patreon community:  https://www.patreon.com/democracyatwork Or you can go to our website: https://www.democracyatwork.info/donate     Every donation counts and helps us provide a larger audience with the information they need to better understand the events around the world they can't get anywhere else.  We want to thank our devoted community of supporters who help make this show and others we produce possible each week. We kindly ask you to also support the work we do by encouraging others to subscribe to our YouTube channel and website: www.democracyatwork.info

Morning Wire
Debt, Deficits & Disaster: Can Washington Change Course?

Morning Wire

Play Episode Listen Later Aug 24, 2025 16:58


As our national debt continues to balloon wider and wider, rarely does the government take active steps to rein it in. In this episode, we speak to a national debt expert about how the Trump Administration can still course-correct. - - - Wake up with new Morning Wire merch: https://bit.ly/4lIubt3 - - - Today's Sponsor: HelloFresh - Go to https://HelloFresh.com/MORNINGWIRE10FM now to Get 10 Free Meals + a Free Item for Life! - - - Privacy Policy: https://www.dailywire.com/privacy morning wire,morning wire podcast,the morning wire podcast,Georgia Howe,John Bickley,daily wire podcast,podcast,news podcast Learn more about your ad choices. Visit megaphone.fm/adchoices

Top Traders Unplugged
GM86: Everyone's Watching the Fed. The Real Story's Somewhere Else. ft. Louis Vincent-Gave

Top Traders Unplugged

Play Episode Listen Later Aug 20, 2025 59:48 Transcription Available


Louis-Vincent Gave returns with a blunt assessment of a global order fraying at key seams. Construction is stalling. Trade policy is adrift. Capital is retreating from the U.S. And yet, markets hum along... propped up by AI euphoria and the illusion of fiscal permanence. In this conversation with Alan Dunne, Louis questions whether investors grasp the shifting ground beneath their feet: from rising tariff walls to energy fragility, from the quiet restructuring of China's financial system to the early signals of capital rotation into emerging markets. If this is a transition phase, most portfolios aren't built for what comes next.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Alan on Twitter.Follow Louis on Twitter.Episode TimeStamps: 02:20 - (Re)Introduction to Louis Gave03:45 - Gave's analysis of the current economic data09:45 - What causes the weakening of the economy?11:54 - The outlook for tariffs - will they eventually become stable?16:16 - The future for inflation - will it become more persistent over time?20:43 - The risk factors of energy markets25:51 - Will we see a Fed cut in September?26:58 - Powell - in or out?31:13 - We are seeing a paradigm shift in the US Dollar38:26 - The outcome of the AI revolution43:03 - Deficits are like tequila shots46:55 -...

The Acquirers Podcast
Eric Cinnamond on small cap value, inflation, tariffs, deficits, Mag 7, and AI cap ex | S07 E27

The Acquirers Podcast

Play Episode Listen Later Aug 20, 2025 59:18


Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Allocator https://amzn.to/2sgip3lABOUT THE PODCASTHi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.SEE LATEST EPISODEShttps://acquirersmultiple.com/podcast/SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/FOLLOW TOBIASWebsite: https://acquirersmultiple.com/Firm: https://acquirersfunds.com/ Twitter: ttps://twitter.com/GreenbackdLinkedIn: https://www.linkedin.com/in/tobycarlisleFacebook: https://www.facebook.com/tobiascarlisleInstagram: https://www.instagram.com/tobias_carlisleABOUT TOBIAS CARLISLETobias Carlisle is the founder of The Acquirer's Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon's Business and Finance The Acquirer's Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner's Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam. He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).

Pursuit of Balance
How to Cycle Calories Properly

Pursuit of Balance

Play Episode Listen Later Aug 14, 2025 34:42


Weight loss can be difficult on knowing how to best navigate the way you control your calories. Deficits create weight loss, but when done for too long you adapt and plateau. This episode will answer all your questions on how to properly structure your calories for weight loss.

Ron Paul Liberty Report
Big Beautiful Bankruptcy Update Deficits Skyrocketing

Ron Paul Liberty Report

Play Episode Listen Later Aug 13, 2025 20:21


Big Beautiful Bankruptcy Update Deficits Skyrocketing by Ron Paul Liberty Report

Strength In Knowledge
Still Not 100%? Using Dual-Task Testing to Detect Hidden Post-Concussion Deficits

Strength In Knowledge

Play Episode Listen Later Aug 13, 2025 9:49 Transcription Available


In this 10-minute episode, Zach Baker, DPT, and Asher Roberts, DPT, unpack a 2024 study by Hashida et al. that sheds light on an often-overlooked issue: athletes may still have lingering deficits even after being cleared to return to play. Learn how a simple, feasible dual-task test can reveal residual post-concussion impairments that standard assessments might miss—and how this can impact your return-to-play decisions in the clinic.Referenced Study:Hashida et al. (2024). Feasible dual-task detects residual post-concussion deficits after return-to-play.DOI: 10.1080/02640414.2024.2447666

Clare FM - Podcasts
Clare TD Calls For Training On The Job To Address Ambulance Staffing Deficits

Clare FM - Podcasts

Play Episode Listen Later Aug 12, 2025 3:11


A Clare TD believes paramedics and Emergency Medical Technicians should be allowed to train on the job to address staffing pressures in the National Ambulance Service. In 2021, the HSE told an Oireachtas Committee it was operating with 90 fewer emergency ambulance crews than required. The NAS meanwhile has confirmed an additional 2,579 staff will be needed by 2028. Bodyke Fine Gael Deputy Joe Cooney says modern and flexible solutions are needed.

Just Fly Performance Podcast
474: Joel Smith on 12 Reasons Athletes Plateau in a Performance Program

Just Fly Performance Podcast

Play Episode Listen Later Jul 31, 2025 61:10


Joel Smith speaks on 12 reasons why athletes and coaches may hit a plateau in their performance programs. These include: 1. Lack of stimulation in the training environment 2. Too much stimulation in the training environment 3. Not enough creativity or novelty 4. Lack of a clear plan 5. Too much weightlifting 6. Not enough weightlifting 7. Monotony from failing to wave training loads 8. A lack of representative play and exploration 9. Deficits in skill learning 10. Programs that feel too constricting 11. Athletes not feeling truly seen or heard 12.  Gaps in belief and motivation In this episode, we'll unpack these elements one by one, while also exploring practical methods coaches and athletes can use to break through these plateaus and unlock new levels of performance. Today's episode is brought to you by Hammer Strength. View more podcast episodes at the podcast homepage. (https://www.just-fly-sports.com/podcast-home/) Timestamps 1:10 – Lack of Stimulation in the Training Environment3:18 – Too Much Stimulation in the Training Environment6:00 – Not Enough Creativity or Novelty7:36 – Lack of a Clear Plan10:20 – Too Much Weightlifting12:12 – Not Enough Weightlifting13:44 – Monotony from Failing to Wave Training Loads16:00 – A Lack of Representative Play and Exploration18:25 – Deficits in Skill Learning20:47 – Programs That Feel Too Constricting23:00 – Athletes Not Feeling Truly Seen or Heard25:03 – Gaps in Belief and Motivation Actionable Takeaways Lack of Stimulation in the Training Environment – [1:10] Athletes disengage when training lacks challenge or relevance. Too many repetitive drills and static formats dull the nervous system and the mind. What to try: Use small-sided games or reactive drills to increase decision density. Rotate training environments or sensory constraints to create novelty. Avoid overly choreographed warmups—build something they have to solve. Too Much Stimulation in the Training Environment – [3:18] Overloading athletes with chaos, cues, or novelty can backfire. When there's too much going on, meaningful adaptation slows down. What to try: Balance open tasks with periods of focused repetition. Simplify instructions—set the environment, then observe. Know when to back off and give space for consolidation. Not Enough Creativity or Novelty – [6:00] Without moments of surprise or exploration, athletes stop learning. Creativity sparks engagement—and often, better movement solutions. What to try: Add odd objects, uneven surfaces, or unconventional constraints. Give athletes freedom within drills to explore variations. Don't aim for perfect reps—aim for meaningful reps. Lack of a Clear Plan – [7:36] Randomness without progression can feel chaotic. Athletes need to see where training is going—even if it's nonlinear. What to try: Cycle phases between creative exposure and focused refinement. Revisit key themes and skills, even in exploratory training. Share your intent—clarity builds trust. Too Much Weightlifting – [10:20] Lifting can become a crutch when it overshadows movement quality or reduces time for skill and game-speed work. What to try: Trim down barbell volume in favor of transfer-driven tasks. Use loaded movements that keep athletes grounded and aware. Ask: Is this lift enhancing or muting athleticism? Not Enough Weightlifting – [12:12] Some environments undervalue lifting altogether, leading to gaps in tissue tolerance and general strength. What to try: Use tempo and iso-based lifts to build coordination and robustness. Make lifting complementary, not competitive, with field work. Keep it simple—progressive resistance is still powerful when done well. Monotony from Failing to Wave Training Loads – [13:44]

Israel News Talk Radio
Bibi's Deficits 2.0 - Phantom Nation

Israel News Talk Radio

Play Episode Listen Later Jul 30, 2025 33:02


The otherwise excellent PM's imperfections Phantom Nation 30JULY2025 - PODCAST

Thoughtful Money with Adam Taggart
There's A Long, Grinding Bear Market Coming | David Hay

Thoughtful Money with Adam Taggart

Play Episode Listen Later Jul 29, 2025 115:45


The last time I interviewed today's guest was right after the stock market plunged 20% to its post-Liberation Day lows in April.Wall Street was stunned, as just a few months before, the market seemed unstoppable.Well, here we are three months later...and stocks have rocketed back to new highs.The fears that panicked investors so much back in April seem completely forgotten.What is going on and what's most likely to happen from here?To discuss, we're fortunate to be joined today by David Hay, the up-until-recently Chief Investment Officer & Principal at Evergreen Gavekal. He now publishes daily investing commentary on his excellent Haymaker Substack.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#bearmarket #deficit #debt 0:00 - Market Recovery3:01 - The Trump Turnaround10:26 - Debts, Deficits, and Fed Balance Sheet15:37 - Bond Market Breakouts23:16 - Emerging Market Bonds31:03 - Tariffs and Economic Impacts46:56 - Student Loans and Delinquencies52:42 - AI and Productivity58:01 - Crypto and Bitcoin Treasuries:1:10:22 - Investment Recommendations1:21:13 - New Harbor Update_____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

Thoughtful Money with Adam Taggart
Runway Deficits From "Fiscal QE" Leading To A Bond Market Crisis? | Simon White, Bloomberg

Thoughtful Money with Adam Taggart

Play Episode Listen Later Jul 22, 2025 63:33


The US is ramping up its issuance of Treasury debt.Today's expert is concerned that this form of "fiscal QE" will lead to a resurgence in inflation, higher bond yields, a risk asset sugar high, a weaker dollar...and quite possibly a development market bond crisis.To understand why, today we're fortunate to sit down with Simon White, Macro Strategist at Bloomberg and co-founder of the investment-advisory firm Variant Perception.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#bondmarket #debtcrisis #deficit 0:00 - Global Economic Outlook5:58 - Why Markets Ignore Risks7:34 - Market Optimism and Trump Policies9:17 - Tariff Burden Sharing12:54 - Tariffs and Inflation15:37 - Tariff Strategy Evaluation18:51 - Strategic Tariff Implications22:00 - Fiscal QE Definition and Impact29:38 - Fiscal QE and Fed Policy Conflict32:37 - Unemployment and Recession Risks38:18 - Fiscal QE's Market and Economic Effects44:32 - Bond Crisis and Economic Outlook46:40 - Financial Repression and Stablecoins50:06 - Investment Implications58:32 - Closing and Resources1:01:17 - Parting Advice on Health and Wealth_____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.

Strength To Build
AMA: Drinking Boundaries, Calorie Deficits, Snacking Sabotage, Why Unilateral Training Works & More.

Strength To Build

Play Episode Listen Later Jul 22, 2025 38:09


Ep 75: In this Ask Me Anything episode, Chelsey is answering YOUR questions—from training strategies to fat loss tips, snacking struggles, and even her own personal boundaries around alcohol.We get into:

Tea and Crumpets
Dear Jerome

Tea and Crumpets

Play Episode Listen Later Jul 15, 2025 44:44


In the first half, we look at the OBBBA, and what its passage may mean for investors, as well as for the government's balance sheet. Debt from baseline projection of 154% of GDP to upwards of 200% of GDP with the OBBBA. Deficits from around 6% of GDP to over 7% with the OBBBA. Despite the ballooning deficits and debt, markets are celebrating the prospect of fiscal stimulus, as well as favorable tax treatments on investment as well as other corporate goodies. In the second half, we discuss President Trump's penmanship as it relates to his letter to Chair Powell on interest rates and why the “hottest country in the world” should “LOWER THE RATE!!!” We also look at the risk associated with the loss of Fed independence due to either political pressure or a dual role for the Treasury Secretary. At some point, we finally get around to talking about the stock market, and note the historic rebound in equities in Q2, which was the largest in record by some measures. The biggest winners were growth stocks, which led value by a wider margin than during the tech bubble, and retail favorites, which are often highly speculative names; these soared over 60% in Q2. We also look at the expectations embedded in markets at this point in terms of earnings and multiples, and what effect passive investing is having on markets as over half of U.S. fund assets are now passively invested. Learn more about Formidable Asset Management, Will Brown, and Adam Eagleston by visiting www.formidableam.com.

Macro Musings with David Beckworth
Ben Harris on the Fiscal Health of the US Government

Macro Musings with David Beckworth

Play Episode Listen Later Jul 14, 2025 55:39


Ben Harris served in numerous high-ranking roles as a public sector economist and is now the vice president and director of economic studies at the Brooking Institution. In Ben's first appearance on the show, he discusses the fiscal health of the US government, including the rising primary deficient, the impact of the Big Beautiful Bill, the proposition of stablecoins and AI as a solution to our debt, his love of basketball and much more. Check out the transcript for this week's episode, now with links. Recorded on June 18th, 2025 Subscribe to David's Substack: Macroeconomic Policy Nexus Follow David Beckworth on X: @DavidBeckworth Follow Ben on X: @econ_harris Follow the show on X: @Macro_Musings Check out our Macro Musings merch! Subscribe to David's new BTS YouTube Channel  Timestamps 00:00:00 - Intro 00:02:01 - Ben's Career 00:05:18 - Fiscal Health of the United States 00:07:57 - Big Beautiful Bill 00:12:15 - Debts and Deficits 00:14:47 - Costs and Risks of the Rising US Debt 00:37:05 - Stablecoins as a Potential Solution to US Debt 00:41:49 - Debt Ceiling 00:50:02 - AI and the Economy 00:54:58 - Outro

The Korelin Economics Report
Weekend Show – Jeff Christian & Josef Schachter – Gold and Energy Catalysts: Debt, Deficits, and Drill Baby Drill

The Korelin Economics Report

Play Episode Listen Later Jul 12, 2025


  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...

The Tudor Dixon Podcast
The Tudor Dixon Podcast: One Big, Beautiful Bill and the Battle for Fiscal Responsibility with Sen. Ron Johnson

The Tudor Dixon Podcast

Play Episode Listen Later Jul 11, 2025 24:56 Transcription Available


In this episode, Senator Ron Johnson discusses the One Big, Beautiful Bill, focusing on the implications of government spending, deficits, and Medicaid expansion. He emphasizes the need for fiscal responsibility and the challenges faced in communicating these issues to the public, especially in the context of upcoming midterm elections. The conversation also touches on the role of media in shaping public perception and the importance of addressing government inefficiencies. The Tudor Dixon Podcast is part of the Clay Travis & Buck Sexton Podcast Network. Find more at TudorDixonPodcast.com Watch The Tudor Dixon Podcast on RUMBLESee omnystudio.com/listener for privacy information.

On Investing
Debt, Deficits & One Big Beautiful Bill

On Investing

Play Episode Listen Later Jul 11, 2025 24:51


On this week's episode, Kathy Jones and Liz Ann Sonders discuss the bond market reaction to the new August 1 tariff deadlines—and what that means for potential Fed policy. They also examine the impact of servicing the national debt after the passage of the "One Big Beautiful Bill." Liz Ann looks at the upcoming earnings season, while also addressing concerns about economic indicators, inflation, and the housing market. The overall discussion this week emphasizes the cautious sentiment among bond investors and the complexities of the economic landscape.On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed. Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve. Investing involves risk, including loss of principal. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.Currency trading is speculative, volatile and not suitable for all investors.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.(0725-GHV6)

PEP with Chas and Dr Dave
FRIENDS WITH DEFICITS: PEP with Chas & Dr Dave (Ep 220, 11 July)

PEP with Chas and Dr Dave

Play Episode Listen Later Jul 11, 2025 180:01


Chas & Dr Dave discuss Hegseth's Operation Midday Hammered, Addictions To Turkish Airlines, and This ONE Loophole Changes EVERYTHING!!   WARNING: This episode of PEP may contain explicit language.   Timestamps: 0:00 - Introducing: Dr Dave 3:27 - Grateful (Carlo Rovelli, TSA Shoes, NYC Trash, Zoos) 11:25 - Iran Wrap 46:31 - BBB Passed 1:17:05 - BBB Analysis 2:04:36 - Mamdani & NY Wrap 2:44:22 - Third Parties (America Party) 2:52:26 - Unleashed (TikTok “Ban”) [Part 1 Recorded: Friday 11 July 10:35AM AEST. Unleashed Recorded: Friday 11 July 6:30PM AEST]   HOMEWORK: * The Scale Of The Universe - https://bitly.cx/BkfiR * The Education Of David Stockman - https://bitly.cx/ROyzc SHOW LINKS: *Chat with the PEPpers on the Discord Server: https://discord.com/invite/WxDD2PPvaW THE (UPDATED) DR DAVE BOOK CLUB MASTERLIST: Mahmood Mamdani - Good Muslim, Bad Muslim (Mentioned 02:07:14, Ep 220) Carlo Rovelli - The Order Of Time (Mentioned 06:36, Ep 220) Carlo Rovelli - Reality Is Not What It Seems (Mentioned 06:36, Ep 220) Ryszard Kapuściński - Shah of Shahs (Mentioned 2:21:27, Ep 217) Ervand Abrahamian - Khomeinism (Mentioned 2:23:19, Ep 217) Anthony Seldon - Truss at 10 (Mentioned 1:36:09, Ep 215) Steven Teles - The Conservative Legal Movement (Mentioned 2:12:12, Ep 215) Amin Maalouf - The Crusades Through Arab Eyes (Mentioned 4:32, Ep 214) Geoffrey Blainey - The Causes Of War (Mentioned 43:49, Ep 198) Margaret Levi - Of Rule And Revenue (Mentioned 1:11:16, Ep 195) Margaret Levi - Consent, Dissent, and Patriotism (Mentioned 1:11:16, Ep 195) Sayaka Murata - Convenience Store Woman (Mentioned 2:14, Ep 194) Sid Meier - Sid Meier's Memoir! (Mentioned 16:30, Ep 178) David Simon & Ed Burns - The Corner (Mentioned 8:40, Ep 178) Maurice O. Wallace - King's Vibrato (Mentioned 14:26, Ep 164) Edward S. Herman and Noam Chomsky - Manufacturing Consent - (Mentioned 32:12, Ep 164) Robert Plunket - My Search For Warren Harding (Mentioned 1:49:12, Ep 158) Ian Lambot & Greg Girard - City of Darkness Revisited (Mentioned 39:25, Ep 157) Max Chafkin - The Contrarian (Mentioned 32:18, Ep 155) Claire Conner - Wrapped In The Flag (Mentioned 31:42, Ep 155) Rita Abrahamsen, Mike Williams et al - Global Right (Mentioned 31:12, Ep 155) Philip Gorski and Samuel Perry - The Flag And The Cross (Mentioned 30:49, Ep 155) Cynthia Miller-Idriss - Hate In The Homeland (Mentioned 30:10, Ep 155) Cory Doctorow & Rebecca Giblin - Chokepoint Capitalism (Mentioned 34:55, Ep 150) Elizabeth Ingleson - Made In China (Mentioned 31:50, Ep 150) John Corrigan - Religious Intolerance, America, and the World (Mentioned 1:16:18, Ep 141) Gérard Prunier - From Genocide to Continental War (Mentioned 48:18, Ep 141) Liu Cixin, - The Three Body Trilogy (Mentioned 1:11:04, Ep 136) Tilman Allert - The Hitler Salute (Mentioned 22:03, Ep 134) Philip Roth - Nemesis (Mentioned 1:56, Ep 133) Joshua Cohen - The Netanyahus Zeke Faux - Number Go Up Michael Paul Rogin - The Intellectuals and McCarthy Cathy Kramer - The Politics of Resentment Naomi Klein - Doppelganger Maria Bamford - Sure, I'll Join Your Cult Wendy Brown - States Of Injury Corey Robin. - The Reactionary Mind Patricia Lockwood - No One Is Talking About This David Cay Johnston - The Making of Donald Trump Jane Mayer - Dark Money Harry Frankfurt - On Bullshit Stephen King - The Dead Zone Elle Hardy - Beyond Belief Federico Finchelstein - From Fascism to Populism in History Robert Jervis - Why Intelligence Fails Alex Haley and Malcolm X - The Autobiography of Malcolm X Jonathan Haidt - The Righteous Mind David Graeber - Debt: The First 5000 Years Jerry L. Mashaw - Creating The American Administrative Constitution Brian Balogh - A Government Out of Sight Paul Connerton - How Societies Remember Paul Connerton - How Modernity Forgets Catherine Green and Sarah Catherine Gilbert - Vaxxers John Zaller - The Nature and Origins of Mass Opinion Matthew Karp - This Vast Southern Empire Robert Fatton - The Guise of Exceptionalism Anatol Lievin - Climate Change and the Nation State: The Realist Case James Alfred Aho - The Politics of Righteousness The substack that Dr Dave apparently plagiarises liberally from! https://luke.substack.com/ James Beverley - God's Man in the White House Jane Chi Hyun Park - Yellow Future Matthias Gardell - In The Name of Elijah Muhammad Gosta Esping-Andersen - The Three Worlds of Welfare Capitalism Suzanne Mettler - The Submerged State Brendon O'Connor - Anti-Americanism and American Exceptionalism James Morone - Hellfire Nation Nathan Kalmoe - With Ballots and Bullets Winnifred Fallers Sullivan - The Impossibility of Religious Freedom Mary L. Trump - Too Much And Never Enough Richard Cooke - Tired of Winning Jon Ronson - So You've Been Publicly Shamed Rodney Tiffen, Ross Gittins, Anika Gauja, David Smith, Brendon O'Connor - How America Compares Tony Horwitz - Confederates In the Attic Ghassan Hage - White Nation George Lakoff - Women, Fire and Dangerous Things George Lakoff - Metaphors We Live By Michelle Alexander - The New Jim Crow Alex S. Vitale - The End of Policing Dave Cullen - Parkland: Birth of a Movement Thomas Sugrue - The Origins of the Urban Crisis Rick Pearlstein - The Invisible Bridge Rick Pearlstein - Before the Storm Rick Pearlstein - Nixonland Brian Doherty - Radicals for Capitalism Leon Festinger, Henry W. Riecken, Stanley Schachter - When Prophecy Fails Nancy L. Rosenblum & Russell Muirhead - A Lot Of People Are Saying Benjamin Moffitt - The Global Rise of Populism Jon Krakauer - Missoula   THANK YOU FOR YOUR ATTENTION TO THIS MATTER!  

The Jeff Oravits Show Podcast
Congressman Andy Biggs talks deficits, Biden's Dr. & Hobbs vetoes.

The Jeff Oravits Show Podcast

Play Episode Listen Later Jul 10, 2025 17:22


Congressman Andy Biggs returns to the show and shares his thoughts on the good and bad of the Big Beautiful Bill, the deficit outlook and more with a DC update. Biggs also shares his thoughts on bringing together the AZ Legislature if he's elected governor. Plus, an update on the hearing with Biden's doctor. 

Today is the Day Changemakers
The Power of Deficits, Discipline, and Dedication with M. Quentin Williams

Today is the Day Changemakers

Play Episode Listen Later Jul 8, 2025 60:53


Welcome to the Today is the Day Changemakers Podcast. In this episode of the Today is the Day Changemakers podcast we talk about the power of deficits, discipline and dedication. Today, we're honored to welcome back a powerhouse changemaker — M. Quentin Williams, founder and CEO of Dedication to Community (D2C), and newly named to the WORTHY 100 by Worth Magazine for his extraordinary leadership in social impact and justice reform.Q is an attorney, an educator, and a national voice for change. He's a former FBI agent, federal prosecutor, and has held senior roles with the NFL, and NBA.  He's also a guest instructor at the FBI National Academy. But what sets this conversation apart is the depth of it.If you're ready to hear what it looks like when a person turns deficits into discipline, and discipline into legacy — you are absolutely in the right placeThis is not just another interview — it's a masterclass in resilience, purpose, and walking your mission out loud. From poverty and a reading comprehension deficit to having the discipline to get through law school and so much more. There is too much to summarize in this very dynamic and important conversation. Take a listen and let us know if anything you hear resonates or inspires you. 

Assemble Performance Podcast
How to Cut Body Fat While Training: Calorie Deficits for Hybrid Athletes

Assemble Performance Podcast

Play Episode Listen Later Jul 8, 2025 25:40


Grab the free Fueling Guide PDF: https://assembleperformance.com/fueling-guide-pageIn this episode of the Assemble Performance Podcast, I break down how to approach a calorie deficit without sabotaging your strength, endurance, or hybrid training goals. Whether you're a hybrid athlete, a runner trying to lean out, or a lifter looking to get shredded, this episode gives you the practical, evidence-based framework to fuel properly while still losing fat.You'll learn:What a calorie deficit really isHow energy intake and expenditure affect performanceThe difference between dieting during strength vs. endurance trainingWhy hybrid athletes can eat more and still lose fatCommon fat loss mistakesMy coaching process for nutrition assessment and fat lossWhy behavior change is the real battle—and what to do about itGrab the free Fueling Guide PDF: https://assembleperformance.com/fueling-guide-pageWant 1-on-1 coaching to dial in your training and nutrition? Email or DM me below.Get 4 FREE Weeks of Hybrid Training: https://assembleperformance.com/4-week-training-plan-page Contact Me IG: https://www.instagram.com/justinsjones/ Email: justin@assembleperformance.com Website: https://assembleperformance.com/ Youtube: https://www.youtube.com/@justinjonesfitness

ITM Trading Podcast
Additional 3 Trillion?!: Clark Slams Exploding U.S. Deficits, Says Markets Are ‘Delusional'

ITM Trading Podcast

Play Episode Listen Later Jul 7, 2025 12:37


“Inflation? It doesn't matter when the crisis hits — only that it will,” says Jeff Clark, veteran gold analyst and author of Paydirt. Speaking with Daniela Cambone at the Rule Symposium, Clark warns that the vulnerabilities in today's financial system — from surging deficits to ballooning debt — make a major disruption inevitable. His solution? Physical gold. Citing long-term studies, he argues that a 20% allocation to gold provides the best balance of risk protection and upside.Clark reflects on past bull markets, where gold stocks delivered massive gains — including 141 ten-baggers between 2009 and 2011 — and says he's hunting for the next wave of outsized winners. “If we can just catch 5% of them, the payoff could be enormous,” he says. He also makes the case for silver, noting the historic gold-to-silver ratio remains at extreme highs and hinting at silver's potential to outperform gold before the current bull run is over. “The goal isn't to predict the storm,” Clark says. “It's to prepare for it.”✅ FREE RESOURCESDownload the Ultimate Decision-Making Guide on Gold & Silver plus Daniela Cambone's Top 10 Lessons to safeguard your wealth (FREE)

Les Experts
Les Experts : Dette, la France paie plus cher que l'Italie - 07/07

Les Experts

Play Episode Listen Later Jul 7, 2025 20:01


Ce lundi 7 juillet, les déficits de la France par rapport à ceux de l'Italie ont été décryptés par Dorothée Rouzet, cheffe économiste de la direction générale du Trésor, Jean-Marc Daniel, professeur à l'ESCP, et Xavier Timbeau, directeur principal de l'OFCE, dans l'émission Les Experts, présentée par Nicolas Doze sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.

Thoughtful Money with Adam Taggart
Jan van Eck: Q3 Macro & Market Outlook

Thoughtful Money with Adam Taggart

Play Episode Listen Later Jul 4, 2025 72:09


As he now does at the start of each quarter, Jan van Eck returned for a livestream this monring to share with us his macro & market outlook for Q3 2025.Deficits, tariffs, interest rates, bond yields, artificial intelligence, international equities, gold, Bitcoin....what lies in store ahead?Jan is CEO of VanEck, a highly-respected investment company with $116.3 billion in assets under management that offers a range of vehicles including exchange-traded funds (ETFs), mutual funds, institutional funds, separately managed accounts, model delivery SMAs/model portfolios, and UCITS funds and ETFs.#stocks #goldprice #bitcoinprice __________________________________________________Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce & distribute educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

The Acquirers Podcast
David Collum on gold, inflation, the Fed, rates, valuation, Shiller PE, deficits, platinum | S07 E22

The Acquirers Podcast

Play Episode Listen Later Jun 26, 2025 61:03


Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Allocator https://amzn.to/2sgip3lABOUT THE PODCASTHi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.SEE LATEST EPISODEShttps://acquirersmultiple.com/podcast/SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/FOLLOW TOBIASWebsite: https://acquirersmultiple.com/Firm: https://acquirersfunds.com/ Twitter: ttps://twitter.com/GreenbackdLinkedIn: https://www.linkedin.com/in/tobycarlisleFacebook: https://www.facebook.com/tobiascarlisleInstagram: https://www.instagram.com/tobias_carlisleABOUT TOBIAS CARLISLETobias Carlisle is the founder of The Acquirer's Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon's Business and Finance The Acquirer's Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner's Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam. He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).

Impact Theory with Tom Bilyeu
You're Living in Phase 5 of Collapse — And Most Americans Have No Idea What's Coming | Tom Bilyeu Deep Dive

Impact Theory with Tom Bilyeu

Play Episode Listen Later Jun 23, 2025 69:50


In this intensely eye-opening episode of "Impact Theory with Tom Bilyeu," Tom launches a deep dive into the alarming patterns of national economic failure, using the infamous collapse of Argentina in 2001 as his starting point. With the precision of an investigative storyteller, Tom brings you face-to-face with the stark reality behind global financial crises—not as distant tragedies but as urgent, mathematical inevitabilities now encroaching on the United States. Drawing on the research and insights of Ray Dalio, the legendary hedge fund manager, Tom unpacks "The Big Debt Cycle," explaining in clear terms the six phases every collapsing nation inevitably traverses. For those searching for solutions, Tom presents Ray Dalio's concept of "beautiful deleveraging" as a rare, hopeful path. He walks through the gritty details of what it takes to bring a runaway debt-strangled nation back from the brink—explaining the painful, necessary balance between austerity, debt restructuring, redistribution, and well-calibrated money creation. Using historical case studies, modern economic policy debates, and concrete steps, Tom explores how America can navigate this perilous moment—and why collective literacy and moral discipline are the keys to building a sustainable future. If you want to be part of the vital 2% who choose awareness, action, and resilience, this episode is your manual. SHOWNOTES 08:58 Debt-Fueled Economic Bubbles 11:04 Debt, Deficits, and Government Games 20:26 Modern Monetary Theory basics 30:53 Global Unrest and Authoritarian Trends 40:31 "Impending U.S. Collapse and Solutions" 55:13 Ray Dalio's Deleveraging Strategy CHECK OUT OUR SPONSORS Vital Proteins: Get 20% off by going to https://www.vitalproteins.com and entering promo code IMPACT at check out Allio Capital: Macro investing for people who want to understand the big picture. Download their app in the App Store or at Google Play, or text my name “TOM” to 511511. iTrust Capital: Use code IMPACTGO when you sign up and fund your account to get a $100 bonus at https://www.itrustcapital.com/tombilyeu  Shopify: Sign up for your one-dollar-per-month trial period at https://shopify.com/impact SKIMS: Shop SKIMS Mens at https://www.skims.com/impact #skimspartner Learn more about your ad choices. Visit megaphone.fm/adchoices

Bob Murphy Show
Ep. 418 Steve Keen Sides With MAGA over MMT on Trade Deficits

Bob Murphy Show

Play Episode Listen Later Jun 22, 2025 66:37


Steve Keen is an iconoclast economist who is sympathetic to MMT claims that right-wingers worry too much about government budget deficits. However, in a recent post Keen says that Trump Admin economists (such as Stephen Miran) make more sense on trade deficits than Warren Mosler does.Mentioned in the Episode and Other Links of Interest:The YouTube version of this conversation.This episode's sponsor, PersistSEO.com.Steve Keen's free book and subscription-based online course.Steve's post on trade deficits, Trump, and MMT.Murphy and Hendrickson give qualified support to Miran's paper on tariffs.Help support the Bob Murphy Show.

Toast n' Topics
Deepening Debts - Fiscal Deficits and Their Sustainability

Toast n' Topics

Play Episode Listen Later Jun 21, 2025 14:38


In this episode, Ben and Sachin dive into the trajectory of U.S. debt and consider its sustainability in the years and decades ahead. 

On Point
Trump's budget bill and ballooning deficits

On Point

Play Episode Listen Later Jun 20, 2025 44:24


The Congressional Budget Office estimates the current budget bill will add $3 trillion to the federal deficit over the next decade. On Point wraps up a weeklong exploration of what Trump's budget bill tells us about government spending and our financial future.

Empire
Hivemind: Circle Valuation, Pump.Fun Token & What We're Bullish

Empire

Play Episode Listen Later Jun 12, 2025 64:19


This week, the Hivemind team breaks down the macro shift toward deficit-fueled growth, the Circle IPO mania, stablecoin disruption, and how this might reshape the banking system. Later, they cover Plasma's launch mechanics, Pump.Fun's token launch, and whether that launch is bearish Solana. Finally, they touch on crypto treasury companies, ETFs, and what the crew is bullish. Enjoy! -- Start your day with crypto news, analysis and data from Katherine Ross and David Canellis. Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire  -- Follow Ceteris: https://x.com/ceterispar1bus  Follow Jose: https://x.com/ZeMariaMacedo  Follow Yan: https://x.com/YanLiberman  Follow Duncan: https://x.com/FloodCapital  Follow Empire: https://x.com/theempirepod  Subscribe on YouTube: https://bit.ly/4jYEkBx  Subscribe on Apple: https://bit.ly/3ECSmJ3  Subscribe on Spotify: https://bit.ly/4hzy9lH  -- Join us at Permissionless IV June 24th - 26th. Use code EMPIRE10 for 10% OFF! https://blockworks.co/event/permissionless-iv   Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/  -- Timestamps: (0:00) Introduction (0:51) Markets, Deficits, & Elon-Trump (8:46) Nothing Stops This Train (13:30) Circle & Stablecoins (26:19) Plasma (31:35) Pump.Fun (40:04) Bearish Solana? (47:50) What We're Bullish (56:02) Treasury Companies, ETFs & SOL Infrastructure -- Disclaimer: Nothing said on Empire 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 solely our opinions, not financial advice. Santiago, Jason, the Hivemind team, and our guests may hold positions in the companies, funds, or projects discussed.

Unf*cking The Republic
Pulling Apart the GOP Budget: Red States and Deficits.

Unf*cking The Republic

Play Episode Listen Later Jun 7, 2025 25:50


We’re experimenting with something. As we work toward a complete breakdown of the federal budget in a comprehensive essay and companion episode, we’re bringing our audience into the content creation process. We have a feeling this is going to be one of our behemoth entries into the canon (and potentially a two-parter.) So rather than overwhelm everyone with information in one shot, we thought it would be useful to break it apart as we go. The first two entries made it to YouTube already but I’m packaging them up in a single episode today. The first is how the GOP budget disproportionately impacts red states. And not in a good way. The second brings us back to our Modern Monetary Theory (MMT) discussions and reframes the way we think about the national debt. Both are crucial building blocks in our understanding of the federal budget. Access the episode resources. Chapters Intro: 00:00:36 Red State: Fucked. 00:01:30 We Solved the Debt Crisis: 00:06:39 Post Show Musings: 00:21:49 Outro: 00:25:05 Resources Congress: H.R.1 - 119th Congress (2025-2026): One Big Beautiful Bill Act Bipartisan Policy Center: Federal Balancing Act White House: Fiscal Year 2026 Discretionary Budget Request Jacobin: Trump’s Budget: Starving Everything Except the Military Bloomberg Television: Millstein on US Downgrade, Tariffs, Trump Tax Bill PBS News: What’s inside the House GOP’s budget bill? Here’s a look Congress: H.Con.Res.14 PGPF: Chart Pack: The U.S. Budget PGPF: What Is Budget Reconciliation? The Conference Board: Reforming the Broken Federal Budget Process NACO: U.S. House passes reconciliation bill: What it means for counties Bipartisan Policy Center: What’s in the FY2025 Senate Budget Resolution Georgetown CCF: Medicaid and CHIP Cuts in the House-Passed Reconciliation Bill Explained Reuters: US Treasuries: Who owns US debt? UNFTR Resources Modern Monetary Theory. Stock Buybacks Surge. Updated Tax Evasion Figures. Video: GOP Spending Bill is a Red State Bloodbath Video: Big Bullsh*t Bill adds $2.4 trillion to National Debt 5NN -- If you like #UNFTR, please leave us a rating and review on Apple Podcasts and Spotify: unftr.com/rate and follow us on Facebook, Bluesky, TikTok and Instagram at @UNFTRpod. Visit us online at unftr.com. Join our Discord at unftr.com/discord. Become a member at unftr.com/memberships. Buy yourself some Unf*cking Coffee at shop.unftr.com. Visit our bookshop.org page at bookshop.org/shop/UNFTRpod to find the full UNFTR book list, and find book recommendations from our Unf*ckers at bookshop.org/lists/unf-cker-book-recommendations. Access the UNFTR Musicless feed by following the instructions at unftr.com/accessibility. Unf*cking the Republic is produced by 99 and engineered by Manny Faces Media (mannyfacesmedia.com). Original music is by Tom McGovern (tommcgovern.com). The show is hosted by Max and distributed by 99.Support the show: https://www.buymeacoffee.com/unftrSee omnystudio.com/listener for privacy information.

The Tara Show
Lies, Deficits, and Musk GOP Infighting Over Trump's Spending Bill Explodes

The Tara Show

Play Episode Listen Later Jun 5, 2025 11:21


A fiery takedown of the Trump team's alleged misinformation campaign against Elon Musk erupts as surrogates like Mike Johnson and Jason Miller blame Musk's opposition to the “Big Beautiful Bill” on the repeal of the EV tax credit. The host fact-checks that claim, citing Musk's consistent criticism well before Trump's EV stance. Accusations fly over budget dishonesty, a ballooning deficit, and the real risk of a bond market selloff. The speaker warns of potential economic collapse, defends Elon Musk's role in preserving free speech and supporting Trump, and argues for cutting the SALT deduction to reduce the deficit. A passionate plea for GOP unity, truth, and fiscal realism.

Beau of The Fifth Column
Let's talk about Trump's debt, deficits, and a question....

Beau of The Fifth Column

Play Episode Listen Later Jun 4, 2025 5:06


Let's talk about Trump's debt, deficits, and a question....

Ron Paul Liberty Report
Neocon GOP Strikes Again! DOGE Is Out ... Deficits & Debts Are Still In

Ron Paul Liberty Report

Play Episode Listen Later May 30, 2025 25:41


Neocon GOP Strikes Again! DOGE Is Out ... Deficits & Debts Are Still In by Ron Paul Liberty Report

No Payne No Gain Financial Podcast
Navigating Economic Waves: Tariffs, Deficits & the Great Productivity Boom

No Payne No Gain Financial Podcast

Play Episode Listen Later May 29, 2025 23:57


In Episode 205 of the Payne Points of Wealth, Bob, Ryan & Courtney dive deep into how the current economic environment is affecting your personal finances. We start by exploring what the stock market is really telling us about Trump's Tariff War, The Big Beautiful Bill's impact on our nation's growing deficit, and what rising interest rates signal about the health of the US economy. And wow, are these factors affecting the financial markets? What does it all mean for your investment portfolio? Next, we shift our focus to the global productivity boom. Companies around the world are becoming more efficient, leveraging technology and innovation to drive growth. We discuss the key drivers behind this productivity surge and its implications for where you should consider positioning your assets for the longer term. This week's The Tipping Point, we conduct a financial autopsy on a portfolio Ryan and Courtney recently reviewed. We uncover the hidden pitfalls that many investors face, including: Extremely high and hidden fees: How these fees can erode your returns over time. Extreme overlap of funds: The dangers of holding multiple funds that invest in the same stocks, particularly in the technology and AI sectors. Lack of consistent income: The importance of diversifying your portfolio to ensure a steady income stream. Underperforming mutual funds: Why most expensive mutual funds fail to beat their benchmarks and what you can do about it. Join us as we unravel the current issues affecting your financial life and provide real-world insights to help you navigate the economic waves and optimize your wealth strategy. Whether you're retired, saving for the future, or just starting out, this episode is packed with actionable steps to guide you on your path to financial independence.

EconTalk
The Economics of Tariffs and Trade (with Doug Irwin)

EconTalk

Play Episode Listen Later May 5, 2025 92:53


Is the United States victimized by trade? What causes trade deficits? Are higher tariffs a good idea? Can manufacturing jobs return to the United States? Economist Doug Irwin of Dartmouth College answers these questions and more in this wide-ranging conversation with EconTalk's Russ Roberts.

Planet Money
Do trade deficits matter?

Planet Money

Play Episode Listen Later Apr 9, 2025 23:37


At the heart of President Trump's tariffs is this idea that we should not be buying more from other countries than they are buying from us. Basically, he wants to get rid of the trade deficit. And in the wake of the tariff announcement we got a LOT of questions from listeners about what that means. Do trade deficits matter? Is it bad to have a trade deficit? Are we getting ripped off? Today on the show – we tackle those questions. This episode of Planet Money was produced by Emma Peaslee and edited by Marianne McCune and Kenny Malone. It was fact checked by Sarah McClure and engineered by Kwesi Lee. Alex Goldmark is our executive producer. Find more Planet Money: Facebook / Instagram / TikTok / Our weekly Newsletter.Listen free at these links: Apple Podcasts, Spotify, the NPR app or anywhere you get podcasts.Help support Planet Money and hear our bonus episodes by subscribing to Planet Money+ in Apple Podcasts or at plus.npr.org/planetmoney.Music: NPR Source Audio - "The Westerners," "Liquid Courage," and "Blazed and Emboldened" Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy