Podcasts about Deregulation

Geopower, Energy Realpolitik with Todd Royal – While Europe constrains energy, the United States has largely expanded it. During the Trump administration, energy independence became explicit national policy. Deregulation, expanded leasing, pipeline construction, and export infrastructure development produced a surge in output that reshaped global markets...

Live… from Austin… it's The Best One Yet!We performed live at Austin's famous State Theater. Some extra razzle dazzle & sprinkle dinkle — but our usual daily Takeaways you know & love.#1. How to slop-proof your career from AI?... Become a Mermaid: ½ human, ½ chatbot#2. The Denim industry is in the middle of an identity crisis… and Fads can be great for profits.#3. Uber's strategy to beat Waymo in Texas… is to become a Swiss Army Knife of Self-Driving.Plus, there's a Topo Chico shortage in Austin… Add Ranch Water to the Hoarder's Almanac.Want to see the LIVE show in action? Watch it on YouTube or check out the highlights on Instagram @tboypod.Even better… want to go to our next LIVE show? Buy tickets to The IPO Tour (our In-Person Offering) TODAYArlington, VA (3/11): https://www.arlingtondrafthouse.com/shows/341317 New York, NY (4/8): https://www.ticketmaster.com/event/0000637AE43ED0C2Los Angeles, CA (6/3): SOLD OUTNEWSLETTER:https://tboypod.com/newsletter OUR 2ND SHOW:Want more business storytelling from us? Check our weekly deepdive show, The Best Idea Yet: The untold origin story of the products you're obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/NEW LISTENERSFill out our 2 minute survey: https://qualtricsxm88y5r986q.qualtrics.com/jfe/form/SV_dp1FDYiJgt6lHy6GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Linkedin (Nick): https://www.linkedin.com/in/nicolas-martell/Linkedin (Jack): https://www.linkedin.com/in/jack-crivici-kramer/Anything else: https://tboypod.com/ About Us: The daily pop-biz news show making today's top stories your business. Formerly known as Robinhood Snacks, The Best One Yet is hosted by Jack Crivici-Kramer & Nick Martell. Hosted on Acast. See acast.com/privacy for more information.

Michael Toth, Research Director of the Civitas Institute, defends financialization against critics, arguing that expanded market participation through 401ks and deregulation drives median income growth and American productivity compared to Europe. 12.1900 BRUSSELS

Lee Zeldin, serving as the 17th administrator of the Environmental Protection Agency since January 29, 2025, joined us on the Guy Benson Show today to discuss Trump's State of the Union speech last night. Zeldin also brought updates on the DMV's sewage spill into the Potomac and Trump's massive push for environmental deregulation, and you can listen to the full interview below! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Michael Toth, Research Director of the Civitas Institute, compares the thriving US equity markets with Europe's "eurosclerosis," attributing American growth to deregulation and dynamism while critiquing Europe's failure to produce new unicorns. 11.1900 BRUSSELS

This week on IT'S ALL ABOUT FOOD, Caryn Hartglass takes a deep investigative dive into glyphosate, corporate deregulation, and the future of our food system. From the courtroom battles that exposed Monsanto's internal strategies to the science behind pesticide formulations and climate impacts, this episode connects the dots between public health, soil health, and political power. Caryn also examines shifting political narratives around glyphosate, explores what really happens to these chemicals in the environment, and highlights hopeful solutions — including organic, regenerative, and veganic agriculture. 

The end of Jay Powell's term as Fed Chair is approaching, and markets continue to speculate about what Kevin Warsh's tenure might be like. Darius Dale sees his nomination as a signal that money growth is transitioning from the Fed to the banking sector. He explains why this is a critical change and may presage significant deregulation in the financial sector. Darius also shares opportunities he sees in the market, including in emerging markets and regional banks.======== 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

The Supreme Court kills Trump's tariffs — so he made new ones. The SAVE America Act passes the House and takes direct aim at your right to vote. Prince Andrew is arrested in the Epstein saga while the DOJ tries to look away. Social Security Administration is now feeding ICE appointment data. Ring wants to surveil more than just your dogs, with new information coming out post their disastrous Super Bowl ad. South Korea sentences its former president to life for insurrection. RFK Jr. made a weird video with ole Kid (Rock) Budweiser. It's another week in America. We are sadly here for all of it!Big TopicSCOTUS rules Trump tariffs are illegalThe tariffs are dead. Long live the tariffsThey live again!!!!News You NeedSAVE Act's status and what it meansThe real voter fraud in GeorgiaCBS give Texas Rep. James Talarico the ole Streisand Effect via Stephen Colbert interviewBrendan Carr doing other Brendan Carr thingsIRAN!!!!This week in Epstein NewsDOJ says they will be moving on from the Epstein FilesPrince Andrew charged and arrested in relation to Epstein revelationsLes Wexner gave a deposition about his Epstein connections and no Republicans showed up for itRep. Neal Dunn's potential early retirement could end the GOP majority in the HouseSouth Korea sentences former president to life in prison for attempting an insurrectionTo the shock of no one - dogs were just the first step in surveillance for RingFast Corruption and even Faster Screw-upsSSA is being directed to give appointment schedules to ICETrump admin trying to block states from regulating prediction marketsGlyphosate is back on the menu, boys!What's Dumber, A Brick or A Republican?The Brainworm and Kid Budweiser made a weird video togetherLook Forward is a weekly progressive political podcast covering U.S. politics, government policy, Democratic strategy, elections, voting rights, Supreme Court rulings, and political news. Featuring progressive commentary, political analysis, and unapologetic opinions on the fight for democracy. Hosted by Jay and Brad. A TNP Studios production. New episodes weekly on Spotify, Apple Podcasts, YouTube, and all major platforms. For more TNP Studios content, check out The Nerdpocalypse (movie & TV news), Black on Black Cinema (Black film reviews), and Dense Pixels (video game news).

Episode 511   00:00 Introduction 00:52 Supreme Court ruling on tariffs 02:42 Tariffs will be imposed for National Security (Section 232) & Unfair trade (Section 301) 03:03 Tariff decision reinforces DEREGULATION and Chevron ruling 03:49 AI Apocalypse mutually exclusive arguments 05:10 AI circular investing & money burn 05:48 AI disrupting SAAS software companies 07:31 Kodak disruption was good for the economy 08:34 Skilled Labor won't be replaced by automation 09:17 AI Apocalypse of EVERYTHING 10:25 AI flaw- it's trained on marketing propaganda 11:34 AI can't predict the future 12:52 PROSPERITY- technology reduces variable cost 14:32 AI will create more winners than losers 15:23 AI Apocalypse media narrative is foolishly CORRECT Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

State officials broke ground yesterday on a new national security industrial hub in Bloomfield, Indiana. Indiana Republican lawmakers say they are confident a sweeping immigration bill will make it to the governor's desk this session. Governor Mike Braun signed a nuclear power deregulation bill into law Tuesday. The odds that the Chicago Bears could come to Indiana just got better. Want to go deeper on the stories you hear on WFYI News Now? Visit wfyi.org/news and follow us on social media to get comprehensive analysis and local news daily. Subscribe to WFYI News Now wherever you get your podcasts. WFYI News Now is produced by Zach Bundy, with support from News Director Sarah Neal-Estes.

Brent Johnson outlines how deregulation policies intersect with common law trust structures and what that means for American citizens seeking independence and privacy.

Elizabeth Warren tried to convince everyone that letting Amazon keep more of its own money is a "tax handout", and Nate and Charlie absolutely torch the logic. They break down how "tax break = government gave you money" is a framing trick, why Warren suddenly loves billionaires when they are Taylor Swift, Kim Kardashian, or LeBron James, and how this whole mindset treats your income like it belongs to "the kingdom" first. Then it's a rare white pill: Trump's EPA, led by Lee Zeldin, moves to repeal the 2009 "endangerment finding" that became the legal foundation for a huge chunk of modern emissions regulation. They talk Clean Air Act language, the Massachusetts v. EPA backdrop, why people are literally suing to force regulators to regulate, and what this means for car costs, annoying start-stop tech, and energy bills. Bonus reminder: any power you give the government will be used by someone you hate. 00:00 Welcome Back   02:55 Elizabeth Warren vs. Taylor Swift: The "Amazon Tax Handout" Claim   04:33 Why a Tax Cut Isn't a Government "Gift" (and what Amazon actually did)   11:27 Bonus Depreciation & R&D Expensing: Incentivizing Investment Over Taxes   15:46 Warren's Tesla $0 Tax Post: Loss Carryforwards Explained   20:53 Main Topic: EPA's Biggest Deregulatory Move & Ending the "Endangerment Finding"   21:53 How EPA Rules Make Cars Worse (turbochargers, start/stop, and repair costs)   24:43 Modern cars: better MPG, pricier repairs (and the hidden maintenance bill)   26:45 Obama reacts to EPA rollback + the coming court fights   28:30 The $1.3T "savings" claim vs EV costs (especially insurance)   31:16 What the 2009 Endangerment Finding is—and why it matters legally   32:08 Clean Air Act language, Chevron deference, and who should decide   36:12 Charts & incentives: fuel economy trends, gas prices, and regulation credit   38:56 Cost-benefit reality check: tiny climate impact vs real economic costs   40:30 Environmental groups' lawsuits & the "apocalyptic" messaging debate   43:38 Emissions still fall + bigger looming issues (economy, Social Security)   47:05 What regular people can do: push consistent small-government principles   48:08 Dow watch & the core takeaway: power you grant will be used by opponents   51:16 Final wrap: liberty message + subscribe/share call to action  

In this episode of The Dish on Health IT, host Tony Schueth is joined by co-host Alix Goss and special guest Amy Gleason, Strategic Advisor to Centers for Medicare & Medicaid Services (CMS) and Administrator of the U.S. Department of Government Efficiency (DOGE) Service, for a wide-ranging discussion on how health IT modernization is evolving under a pledge-driven, incentive-backed federal strategy.The conversation begins not with policy, but with lived experience.From Emergency Room to Interoperability AdvocateAmy shares how her early career as an emergency room nurse exposed the dangers of fragmented information. Providers were expected to make critical decisions without access to complete patient histories, while patients, often in pain or distress, were unrealistically asked to recall complex medical details.That professional frustration became deeply personal when her daughter went more than a year without diagnosis for a rare autoimmune disease, juvenile dermatomyositis (JDM). Multiple specialists saw pieces of the puzzle, but no one could see the full picture across charts and settings. Amy reflects that if today's AI tools had been applied to her daughter's complete longitudinal record, the condition may have surfaced sooner.That experience shaped her philosophy. Technology must converge with policy and trust in ways that tangibly improve care.Why Pledges Instead of Rules?Tony presses on a central theme. Amy has argued that we cannot regulate our way to success. Why pursue voluntary pledges instead of federal rulemaking?Amy explains her frustration returning to government in 2025 to find interoperability policies she helped draft in 2020 still not fully effective until 2027. Seven years is an eternity in technology. Meanwhile, the industry had technically complied with numerous mandates including Meaningful Use, Cures Act APIs and CMS interoperability rules, yet many workflows still felt broken.In her view, regulation created a floor but not always real transformation.The CMS Health Tech Ecosystem Pledge was launched as a different model. The federal government used its convening power to articulate a clear vision and challenge industry to deliver minimum viable products within six to twelve months rather than years.Initially announced with roughly 60 companies, the pledge initiative has grown to more than 600 participants collaborating in working groups. The three initial patient-focused use cases include:Improving data interoperability“Killing the clipboard” through digital identity and QR-based sharingLeveraging conversational AI and personalized recommendations for chronic conditions such as diabetes and obesityAmy describes live demonstrations at a Connectathon showing OAuth-enabled data retrieval, QR ingestion into EHR workflows and AI-powered recommendations built on patient data. The goal is not perfection by the first milestone, but real-world minimum viable functionality that can iteratively improve.Alix notes that from the standards community perspective, this approach feels aligned with long-standing calls for industry-driven collaboration, though it remains early to measure widespread impact.Carrots, Sticks and Rural HealthThe discussion turns to incentives.Amy outlines the administration's carrots and sticks strategy:Stick: Enforcement of information blocking, with penalties up to $2 million per occurrenceCarrots: Financial incentives such as the $50 billion Rural Health Transformation Program and the CMS ACCESS Model, which pays for technology-enabled outcomesThe Rural Health Transformation Program directs money to states with expectations that ecosystem-aligned interoperability and app participation be incorporated into funding proposals. CMS retains oversight and clawback authority to ensure funds support rural providers.The ACCESS Model represents a significant shift. Technology-enabled care platforms can register as Medicare Part B providers and be paid for measurable outcomes in tracks such as cardiometabolic disease, musculoskeletal conditions and behavioral health. Providers remain in the loop and receive compensation for referral and care plan oversight.Alix underscores that rural providers face steep financial and workforce constraints. Standards participation, implementation and technology upgrades require resources that are often scarce. The success of these incentives will depend on whether they reduce burden rather than add to it.AI: Evolution, Risk and RealityAI becomes a central thread of the episode.Amy compares AI adoption to autonomous vehicle models. Some scenarios allow tightly controlled automation, such as medication refills, while others require a human in the loop for higher-risk decisions. She points to a Utah prescription refill pilot as an example of bounded automation, where malpractice coverage and clearly defined use cases mitigate risk.When Tony asks who owns risk in this evolving landscape, Amy emphasizes the need for light but clear regulatory pathways rather than fragmented state-by-state oversight.Patients, she notes, are already there. Millions are asking health-related questions weekly through AI tools. The more pressing issue is ensuring those tools are grounded in structured medical data rather than incomplete memory or unverified inputs.She shares a striking story. Her daughter was excluded from a clinical trial due to a misclassification of ulcerative colitis. By uploading her records into an AI model, they identified a more precise diagnosis, microscopic lymphocytic colitis, which did not disqualify her from the trial. For Amy, this demonstrates both the power and inevitability of AI use.Alix adds caution. AI is only as strong as the data beneath it. Dirty, inconsistent and poorly structured data limits performance. Standards and terminologies remain essential to fuel high-fidelity models and safeguard trust.FHIR, Deregulation and the Data FoundationThe conversation addresses an emerging tension. If regulatory burdens are being reduced, does that signal less need for structured standards like FHIR?Amy candidly admits she initially wondered whether AI might reduce the need for FHIR altogether. After discussions with labs and technologists, she concluded the opposite. Standardized data dramatically improves AI performance and reduces error.Deregulation is about removing unnecessary burden, not abandoning foundational data structures.Alix reinforces that FHIR enables discrete, normalized data capture that supports both legacy transactions and AI evolution. While future innovations may emerge, today FHIR remains the backbone for scalable interoperability.Prior Authorization and HIPAA ModernizationThe episode dives into prior authorization modernization across medical and pharmacy domains.Amy notes growing interest among pledge participants to expand into pharmacy prior authorization testing, diagnostic imaging, real-time benefit checks and bulk FHIR performance testing.Alix provides insight into ongoing work within the Designated Standards Maintenance Organizations to incorporate FHIR-based approaches into HIPAA-named standards, particularly for prior authorization. She highlights testing beyond Connectathons, including implementer communities and real-world pilot efforts.Both stress the importance of public comment periods and industry engagement, describing participation as a civic responsibility for health IT professionals.Trust as the Core EnablerThe final segment centers on trust.Amy explains that the ecosystem initiative aims to reinforce trust through:Stronger digital identity verification such as Clear, ID.me and Login.govCertification frameworks such as CARIN and DIME for patient-facing appsA new national provider directory to replace fragmented provider data sourcesTransparency dashboards showing data requests, volumes and purposeRather than replacing frameworks like TEFCA, she describes the pledge model as an accelerator layered above the regulatory floor.Transparency acts as sunlight, enabling visibility into who is accessing data and for what purpose.Final TakeawaysIn closing, Amy urges providers not to sit on the sidelines. Too often, she says, providers feel change is imposed on them. The pledge environment is designed as an open forum where they can directly shape what works or does not work in real workflows.Alix echoes the call. Standards require participation. Organizations must allocate budget and staff to engage, comment and collaborate. It truly takes a village.Tony concludes by framing the episode's core message. Regulation establishes baseline expectations, but voluntary movements can demonstrate what is possible before mandates reach the Federal Register.Across pledges, payment reform, AI evolution and trust frameworks, the episode underscores a consistent theme. Modernization in health IT depends not only on policy direction, but on shared accountability and active participation from every stakeholder in the ecosystem.Listeners are reminded that POCP is available to support organizations in understanding the implications of federal initiatives, enforcement priorities and their strategic implications. Reach out to us to set up an initial consultation. The episode closes, as always, with the reminder that Health IT is a dish best served hot.Prefer video? Catch episodes on the POCP YouTube channel

Learn more about your ad choices. Visit megaphone.fm/adchoices

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Thank you so much for listening to the Bob Harden Show, celebrating over 14 years broadcasting on the internet. On Friday's show, we visit with William Yeatman, leader of the regulatory studies group at George Washington University about Congressional spending bills and Trump's Executive Order rolling back climate regulations. We visit with CEI Senior Economist Ryan Young about the latest unemployment numbers and we discuss capital gains taxes on home sales. We visit with Landmark Legal Foundation Vice President Michael O'Neill about the SAVE America, and we discuss the looming partial government shutdown. We also visit with author and Professor Larry Bell about the reasons for the expected increase in energy costs in Virginia. We have terrific guests on Monday's show including historian Marc Schulman, AIER.org Senior Editor Jon Miltimore, and author Jim McTague. Access this and past shows at your convenience on my web site, social media platforms or podcast platforms.

Thank you so much for listening to the Bob Harden Show, celebrating over 14 years broadcasting on the internet. On Friday's show, we visit with William Yeatman, leader of the regulatory studies group at George Washington University about Congressional spending bills and Trump's Executive Order rolling back climate regulations. We visit with CEI Senior Economist … The post Energy Costs and Deregulation appeared first on Bob Harden Show.

Live Feb 13, 2026 | Yaron Brook ShowICE/MN; Tariffs; Save Act; Taiwan & Japan; Iran; Venezuela; EU Deregulation? | Yaron Brook ShowThe Yaron Brook Show is Sponsored by:-- The Ayn Rand Institute (https://www.aynrand.org/starthere)-- Energy Talking Points, featuring AlexAI, by Alex Epstein (https://alexepstein.substack.com/)-- Express VPN (https://www.expressvpn.com/yaron)-- Hendershott Wealth Management (https://www.youtube.com/watch?v=X4lfC...) https://hendershottwealth.com/ybs/-- Michael Williams & The Defenders of Capitalism Project (https://www.DefendersOfCapitalism.com)Join this channel to get access to perks: / @yaronbrook Like what you hear? Like, share, and subscribe to stay updated on new videos and help promote the Yaron Brook Show: https://bit.ly/3ztPxTxSupport the Show and become a sponsor: / yaronbrookshow or https://yaronbrookshow.com/ or / yaronbrookshow Or make a one-time donation: https://bit.ly/2RZOyJJContinue the discussion by following Yaron on Twitter (https://bit.ly/3iMGl6z) and Facebook (https://bit.ly/3vvWDDC )Want to learn more about Ayn Rand and Objectivism? Visit the Ayn Rand Institute: https://bit.ly/35qoEC3#Capitalism #FreeMarkets #PoliticalCommentary #ElPaso #BigTechRegulation #GrandJury #Starlink #Intel #Cuba #Objectivism #IndividualRightsBecome a supporter of this podcast: https://www.spreaker.com/podcast/yaron-brook-show--3276901/support.

Stay informed on current events, visit www.NaturalNews.com - EPA Deregulation and Netanyahu's Visit to DC (0:10) - John Kiriakou's Whistleblowing and Integrity (1:23) - Ring Doorbell and Surveillance Concerns (6:16) - Netanyahu's Threats to Trump (7:41) - Economic Impact of Trump's Policies (8:40) - Bureau of Labor Statistics Revision (12:06) - EPA's Deregulation and Climate Change (19:23) - China's Advancements in AI and Energy (28:52) - Off-Grid Living and Energy Independence (38:44) - Glyphosate in USDA Organic Foods (47:11) - Introduction and Background of John Kiriakou (58:17) - John Kiriakou's Views on the Trump Administration (58:36) - Middle East Conflict and U.S. National Interest (58:54) - Technological Asymmetry and Economic Implications (1:31:40) - Challenges of U.S. Military Dominance (1:41:35) - Conclusion and Personal Reflections (1:47:22) Watch more independent videos at http://www.brighteon.com/channel/hrreport  ▶️ Support our mission by shopping at the Health Ranger Store - https://www.healthrangerstore.com ▶️ Check out exclusive deals and special offers at https://rangerdeals.com ▶️ Sign up for our newsletter to stay informed: https://www.naturalnews.com/Readerregistration.html Watch more exclusive videos here:

For the Good of the Public brings you news and weekly conversations at the intersection of faith and civic life. Monday through Thursday, The Morning Five starts your day off with scripture and prayer, as we also catch up on the news together. Throughout the year, we air limited series on Fridays to dive deeper into conversations with civic leaders, thinkers, and public servants reimagining public life for the good of the public. Today's host was Michael Wear, Founder, President and CEO of the Center for Christianity and Public Life.  Thanks for listening to The Morning Five! Please subscribe to and rate The Morning Five on your favorite podcast platform. Learn more about the work of the Center for Christianity and Public Life at www.ccpubliclife.org. Today's scripture: Genesis 41:38-44 (ESV) News sources:  https://www.wsj.com/world/americas/trump-threatens-to-block-opening-of-new-bridge-between-detroit-and-canada-e80d64ac?mod=hp_lead_pos5  https://apnews.com/article/buddhist-monks-peace-march-texas-washington-a0265c561adde8539b59cebe1d7afb16  https://apnews.com/article/poll-gallup-optimism-future-republicans-democrats-4dc287cdbbaefb077895746613fea4e4  https://www.wsj.com/politics/policy/trump-to-repeal-landmark-climate-finding-in-huge-regulatory-rollback-ff7d58db  https://thehill.com/policy/energy-environment/5731186-trump-epa-climate-change-endangerment-finding/  Join the conversation and follow us at: Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@michaelwear⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, @ccpubliclife Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@MichaelRWear⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, @ccpubliclife and check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@tsfnetwork⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Music by: Amber Glow #politics #faith #prayer #scripture #Canada #Gallup #environment #EPA #energy #publicopinion Learn more about your ad choices. Visit megaphone.fm/adchoices

Craig Fuller and Matthew Leffler dig into the most important—and most misunderstood—topics in freight. From market cycles and carrier bankruptcies to regulation, labor, and industry history, Freight Expectations connects today's headlines with the forces that actually drive transportation. ⁠Follow the Freight Expectations Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Veronique de Rugy of the Mercatus Center argues that while Trump's deregulation aids growth, erratic tariffs and government industrial subsidies create uncertainty, functioning effectively as taxes that hinder the economy.1859 FIVE POINTS

In this episode of Main Street Matters, Elaine Parker sits down with economist Peter St. Onge for a clear-eyed look at the economic pressures facing small businesses and working families. They break down how persistent inflation and high interest rates are impacting Main Street, why Federal Reserve policy decisions matter more than ever, and what today’s economic data often misses about real-world financial stress. The conversation also explores the concept of Trump accounts and their potential role in strengthening long-term financial security for American families. Parker and St. Onge discuss the growing disconnect between official economic indicators and public perception, highlighting the urgent need for better communication and smarter policies that actually support small businesses and restore economic confidence.See omnystudio.com/listener for privacy information.

According to Giffords, 46,000 people die from gun violence each year. As Trump has dismantled federal gun regulations, experts are pushing for stricter state legislation.

Operators of aging F-class units face a narrowing window to plan for rotor life extensions as supply chains tighten and demand surges. The late 1990s and early 2000s marked a frenetic period in American power generation. Deregulation opened the floodgates for independent power producers racing to bring quick-build gas turbine plants online. GE's 7FA and 7EA units became go‑to resources for this expansion, with the manufacturer more than tripling its annual heavy‑duty gas turbine production capacity to meet surging demand. Now, a quarter-century later, those turbines are approaching critical end-of-life thresholds—just as an artificial intelligence (AI)-driven surge in electricity demand is pushing them harder than ever. Industry experts warn that operators who fail to plan for rotor life extensions could find themselves in serious trouble. “If you're not thinking two to three years down the road on your rotor, then you're already behind, because that's how long it's going to take to manufacture those wheels,” Jason Wheeler, General Manager of Gas Turbine Rotor Repairs at MD&A, said as a guest on The POWER Podcast. A Perfect Storm of Constraints The urgency stems from a confluence of factors that have compressed the window for action. The 7FA fleet, which was deployed en masse during what industry veterans call “the bubble,” is now reaching the hour and cycle limits that the original equipment manufacturer (OEM) established for critical rotor components. At the same time, the power generation sector is experiencing a demand renaissance driven by data center construction and electrification. Dave Fernandes, MD&A's Gas Turbine Program Manager, experienced the original boom firsthand as a GE field engineer specializing in 7F and 9F units from 1996 to 2001. He sees important differences between then and now. “There seems to be a lot more concrete reasons and a much stronger foundation for this current bubble than the previous one that took place two and a half decades ago,” Fernandes said. “There are a lot of things that are all stacking up at the same time that put more of an emphasis on getting out in front of extending the life of your current assets now, probably more than ever.” Supply chains have become particularly challenging. The specialized superalloy forgings required for turbine wheels are produced by a limited number of facilities worldwide, and those forging houses are simultaneously serving aerospace, military, and new power generation equipment markets. “You're going to be competing with those new unit sales across various industries in an attempt to get in line with what is perceived from some angles as higher priorities,” Fernandes explained. “That further complicates the scenario that the customer base is facing when they're trying to extend the rotor life of their existing assets.”

Ark Invest CEO and CIO Cathie Wood discusses her "Big Ideas 2026" report. Speaking with Bloomberg's Carol Massar and Tim Stenovec, Wood says a "technology revolution" could lead to an average of more than 7% real GDP growth by the end of the decade. She also says she expects an "entrepreneurial explosion" in the US and discusses her outlook for Tesla and views on deregulation.See omnystudio.com/listener for privacy information.

In this episode of Main Street Matters, Jordan Bruneau sits down with E.J. Antoni, Chief Economist at the Heritage Foundation, to break down one of the most overlooked drivers of today’s economic growth: deregulation. While tax cuts and energy policy often dominate economic headlines, Antoni explains why deregulation has quietly powered hiring, profitability, and expansion—especially for small businesses that lack the resources to navigate burdensome federal rules. Drawing on real-world examples from the Trump administration, Antoni details how rolling back environmental and labor regulations reduced costs, increased flexibility, and unlocked economic activity across Main Street America. The conversation explores why overregulation disproportionately harms entrepreneurs, how regulatory rollbacks helped fuel stronger-than-expected growth, and what future deregulation efforts could mean for jobs, wages, and consumer prices. If you want to understand what’s really driving economic momentum—and why small businesses are at the center of it—this episode is a must-watch.See omnystudio.com/listener for privacy information.

In this episode of the Chuck ToddCast, Chuck delivers a blunt warning about how Donald Trump’s erratic, ahistorical tariff strategy is pushing the United States toward a self-inflicted crisis—one that could even stumble into war. With none of the usual political penalties applying to Trump, elected Republicans have opted for fearful silence, becoming complicit as tariffs punish American taxpayers and U.S. credibility abroad rapidly erodes. Americans, worn down by “Trump Exhaustion Syndrome” and the lack of consequences after January 6th, are watching as the last real guardrail—the economy—buckles under market turmoil, while Congress and the Supreme Court delay or abdicate their responsibility to act. The episode underscores the extraordinary global fallout: Canada openly questioning whether it can rely on the U.S., wargaming invasion scenarios, pursuing “strategic autonomy,” and calling for new middle-power alliances even as it reaffirms commitment to NATO. As isolationism spreads and the rules-based order America once led begins to fracture, Chuck argues that only a congressional reckoning—or a midterm revolt—can halt the damage and preserve the country’s democratic institutions. Gina Hinojosa, a Texas state representative and Democratic candidate for governor, joins Chuck to discuss how the school choice debate has created unexpected opportunities for Democrats in traditionally red states. Hinojosa, who entered politics through school board advocacy to save her son's school, argues that corruption—not ideology—is the biggest driver of Texas politics. She accuses Governor Greg Abbott of holding school funding hostage to push through a voucher program, forcing closures across the state while Texas ranks in the bottom three nationally for education funding. Hinojosa contends that vouchers lack transparency and accountability, and notes that even Trump-voting Texas women have joined the fight against them. She criticizes charter schools for cherry-picking students while taking public resources, and highlights how special education funding has been systematically cut, leaving expensive and crucial services unmet. Beyond education, Hinojosa paints a broader picture of dysfunction in Texas, claiming Abbott has awarded $1 billion in no-bid contracts to donors—what she calls the "Greg Abbott corruption tax"—and pointing to failures in the state's deregulated electric grid, border policy, and treatment of vulnerable communities. She argues that Texas operates as a three-party state, with two Republican wings and Democrats, and describes how Abbott used millions to primary moderate "Bush Republicans," successfully defeating nine incumbents who wouldn't toe the line. While acknowledging challenges like the border security issue that flipped the Rio Grande Valley toward Trump and ICE enforcement she describes as "terrorizing communities," Hinojosa sees opportunities in growing business community frustration over tariffs and deportations. She emphasizes that despite Texas's economic power and population growth—which will add 4-5 congressional districts—ordinary Texans aren't benefiting, with small business owners earning less than the national average and electric bills skyrocketing due to data center demand and grid mismanagement. Finally, Chuck updates his ToddCast Top 5 senate seats Democrats are most likely to flip in the midterms, answers listeners’ questions in the “Ask Chuck” segment and recaps his experience at the college football national championship game… and the insane prices being charged to attend. Get your wardrobe sorted and your gift list handled with Quince. Don't wait! Go to https://Quince.com/CHUCK for free shipping on your order and 365-day returns. Now available in Canada, too! Protect your family with life insurance from Ethos. Get up to $3 million in coverage in as little as 10 minutes at https://ethos.com/chuck. Application times may vary. Rates may vary. Thank you Wildgrain for sponsoring. Visit http://wildgrain.com/TODDCAST and use the code "TODDCAST" at checkout to receive $30 off your first box PLUS free Croissants for life! Timeline: (Timestamps may vary based on advertisements) 00:00 Chuck Todd’s introduction 06:00 Trump is potentially stumbling into a war over tariffs 07:00 Trump’s strategy is erratic & detached from historical norms 07:45 None of the usual political penalties apply to Trump 08:15 Canada is preparing & worrying that U.S. could invade 08:45 Trump’s tariffs punish the American taxpayer 09:30 Elected Republicans are afraid of voicing dissent 10:45 Republicans choose silence & makes them complicit 12:00 Americans are numb, suffering from “Trump Exhaustion Syndrome” 13:00 Lack of consequences for January 6th emboldened Trump 14:45 Trump has weakened American credibility abroad 16:00 There’s little check left in the GOP to prevent damage 16:30 The only guardrail left is the economy and markets, which crated 18:15 Isolationism is terrible politics and terrible for the country 19:15 Congress is the only institution that can stop Trump & is abdicating 20:15 SCOTUS delays ruling on tariffs, making them hard to unwind 21:15 It’s possible the midterms become a revolt & sober up the GOP 21:45 Trump is affected by the “political YOLO virus” 22:30 Mitch McConnell could have changed the course of history, and didn’t 23:30 Trump has made America most vulnerable & isolated in decades 25:00 Canadian PM gives Davos speech pleading with Americans 26:00 When America chooses isolationism, so will everyone else 27:00 Canada has shifted toward “strategic autonomy” 28:15 Carney is saying Canada can’t rely on the United States 29:00 Canada is wargaming for an invasion from the south 29:45 Canada proposes a middle power trading bloc 31:15 Carney says Canada stands committed to NATO’s Article 5 31:45 Canada looking for new partners to confront an aggressive U.S. 32:30 America has thrived atop the rules based order, and is risking everything 34:45 25th Amendment intended for true incapacitation 35:30 Congress has to do its job to preserve the America we love 42:45 Gina Hinojosa joins the Chuck ToddCast 43:45 School choice issue has opened the door for Dems in red states 45:15 Gina’s background in education & school board politics 46:45 Ran for school board to save her son’s school 47:15 Greg Abbott is reallocating money, forcing school closures 48:00 Corruption is biggest driver of politics in Texas 48:45 Consultants & vendors use part time legislators to make money 49:30 Schools closing all over Texas due to budget cuts & vouchers 50:45 Abbott held school funding hostage trying to pass voucher program 51:15 Texas is bottom 3 in the country for school funding 52:45 Texas women who voted Trump joined fight against vouchers 54:00 Vouchers have no transparency or accountability 55:15 The school funding model hasn’t changed since industrial age 56:30 Do you support Texas’s “recapture” funding model? 57:45 The recaptured money is being wasted 59:15 Student testing and NAEP scores are decreasing overall 1:00:30 Teachers deserve to be treated and paid like professional 1:01:15 Special needs students can attend private school funded by state 1:02:15 Special education is very expensive & requests go unmet 1:03:30 State cut corners to avoid paying for special ed students 1:05:00 Charter schools take public resources but not all kids 1:06:00 Charter schools deny admission to kids with disciplinary records 1:07:30 Education paid for by Texas property taxes which have skyrocketed 1:08:00 Texans pay the “Greg Abbott corruption tax” 1:08:45 Abbott has given $1 billion dollars in no-bid contracts to donors 1:10:30 The corruption issue is ripe but the electorate is cynical on both sides 1:12:00 Abbott’s corruption is the #1 talking point in the Republican primary 1:13:15 Gas companies let Texans freeze until prices spiked high enough 1:15:15 Border security issue led to Rio Grande valley voting for Trump 1:16:45 Biden was able to fix border issues, just took too long to do it 1:17:15 Deportations flipped political sentiment in Rio Grande valley 1:18:45 ICE is terrorizing communities 1:19:30 Masked law enforcement should be illegal 1:20:30 Texas is a three party state: Two GOP wings & Democrats 1:21:15 How can you grow the Democratic party in Texas? 1:22:30 The “Bush Republicans” in TX can’t vote their districts or conscience 1:23:00 Abbott used millions to primary Bush Republicans & 9 lost their race 1:24:15 Is the GOP nationalizing the race your biggest challenge? 1:25:15 Texas will gain 4-5 congressional districts due to growth 1:27:30 The business community in TX is mad at tariffs & deportations 1:28:15 People of Texas aren’t benefiting from their economic power 1:30:00 Small business owners make less than average nationally 1:30:30 Texas’s electric grid is a ticking time bomb 1:31:00 Deregulation & corruption have exacerbated issues with grid 1:31:45 Electric bills skyrocketing due to data centers 1:33:15 Thoughts on nuclear energy to address energy problems? 1:34:45 Favorite food on the campaign trail? 1:37:30 Chuck’s thoughts on interview with Gina Hinojosa 1:39:00 ToddCast Top 5 seats Democrats can win & flip senate 1:41:45 #1 North Carolina & #2 Maine 1:45:30 #3 Michigan 1:48:45 #4 Ohio 1:50:15 #5 Alaska 1:53:30 Ask Chuck 1:54:15 Which presidency would be more dangerous… Trump or Vance? 1:58:30 If most Americans are center left or right, why can’t we elect centrists? 2:03:15 Would military action against a treaty ally be considered an illegal order? 2:06:45 How should the country resolve insider trading on the prediction markets? 2:08:15 Reaction to Indiana winning National Championship over Miami 2:18:30 The prices at the National Championship were highway robberySee omnystudio.com/listener for privacy information.

Gina Hinojosa, a Texas state representative and Democratic candidate for governor, joins the Chuck ToddCast to discuss how the school choice debate has created unexpected opportunities for Democrats in traditionally red states. Hinojosa, who entered politics through school board advocacy to save her son's school, argues that corruption—not ideology—is the biggest driver of Texas politics. She accuses Governor Greg Abbott of holding school funding hostage to push through a voucher program, forcing closures across the state while Texas ranks in the bottom three nationally for education funding. Hinojosa contends that vouchers lack transparency and accountability, and notes that even Trump-voting Texas women have joined the fight against them. She criticizes charter schools for cherry-picking students while taking public resources, and highlights how special education funding has been systematically cut, leaving expensive and crucial services unmet. Beyond education, Hinojosa paints a broader picture of dysfunction in Texas, claiming Abbott has awarded $1 billion in no-bid contracts to donors—what she calls the "Greg Abbott corruption tax"—and pointing to failures in the state's deregulated electric grid, border policy, and treatment of vulnerable communities. She argues that Texas operates as a three-party state, with two Republican wings and Democrats, and describes how Abbott used millions to primary moderate "Bush Republicans," successfully defeating nine incumbents who wouldn't toe the line. While acknowledging challenges like the border security issue that flipped the Rio Grande Valley toward Trump and ICE enforcement she describes as "terrorizing communities," Hinojosa sees opportunities in growing business community frustration over tariffs and deportations. She emphasizes that despite Texas's economic power and population growth—which will add 4-5 congressional districts—ordinary Texans aren't benefiting, with small business owners earning less than the national average and electric bills skyrocketing due to data center demand and grid mismanagement. Get your wardrobe sorted and your gift list handled with Quince. Don't wait! Go to https://Quince.com/CHUCK for free shipping on your order and 365-day returns. Now available in Canada, too! Protect your family with life insurance from Ethos. Get up to $3 million in coverage in as little as 10 minutes at https://ethos.com/chuck. Application times may vary. Rates may vary. Thank you Wildgrain for sponsoring. Visit http://wildgrain.com/TODDCAST and use the code "TODDCAST" at checkout to receive $30 off your first box PLUS free Croissants for life! Timeline: (Timestamps may vary based on advertisements) 00:00 Gina Hinojosa joins the Chuck ToddCast 01:00 School choice issue has opened the door for Dems in red states 02:30 Gina’s background in education & school board politics 04:00 Ran for school board to save her son’s school 04:30 Greg Abbott is reallocating money, forcing school closures 05:15 Corruption is biggest driver of politics in Texas 06:00 Consultants & vendors use part time legislators to make money 06:45 Schools closing all over Texas due to budget cuts & vouchers 08:00 Abbott held school funding hostage trying to pass voucher program 08:30 Texas is bottom 3 in the country for school funding 10:00 Texas women who voted Trump joined fight against vouchers 11:15 Vouchers have no transparency or accountability 12:30 The school funding model hasn’t changed since industrial age 13:45 Do you support Texas’s “recapture” funding model? 15:00 The recaptured money is being wasted 16:30 Student testing and NAEP scores are decreasing overall 17:45 Teachers deserve to be treated and paid like professional 18:30 Special needs students can attend private school funded by state 19:30 Special education is very expensive & requests go unmet 20:45 State cut corners to avoid paying for special ed students 22:15 Charter schools take public resources but not all kids 23:15 Charter schools deny admission to kids with disciplinary records 24:45 Education paid for by Texas property taxes which have skyrocketed 25:15 Texans pay the “Greg Abbott corruption tax” 26:00 Abbott has given $1 billion dollars in no-bid contracts to donors 27:45 The corruption issue is ripe but the electorate is cynical on both sides 29:15 Abbott’s corruption is the #1 talking point in the Republican primary 30:30 Gas companies let Texans freeze until prices spiked high enough 32:30 Border security issue led to Rio Grande valley voting for Trump 34:00 Biden was able to fix border issues, just took too long to do it 34:30 Deportations flipped political sentiment in Rio Grande valley 36:00 ICE is terrorizing communities 36:45 Masked law enforcement should be illegal 37:45 Texas is a three party state: Two GOP wings & Democrats 38:30 How can you grow the Democratic party in Texas? 39:45 The “Bush Republicans” in TX can’t vote their districts or conscience 40:15 Abbott used millions to primary Bush Republicans & 9 lost their race 41:30 Is the GOP nationalizing the race your biggest challenge? 42:30 Texas will gain 4-5 congressional districts due to growth 44:45 The business community in TX is mad at tariffs & deportations 45:30 People of Texas aren’t benefiting from their economic power 47:15 Small business owners make less than average nationally 47:45 Texas’s electric grid is a ticking time bomb 48:15 Deregulation & corruption have exacerbated issues with grid 49:00 Electric bills skyrocketing due to data centers 50:30 Thoughts on nuclear to address energy problems? 52:00 Favorite food on the campaign trail?See omnystudio.com/listener for privacy information.

The UK is launching a new effort to lower the barrier for retail investors to buy corporate bonds, introducing a dedicated label and simplified rules. It's been dubbed by the government as "a new golden age for the City". Simon Walls, who is the executive director for markets at the Financial Conduct Authority joins Bloomberg's Stephen Carroll and Jack Sidders to discuss.See omnystudio.com/listener for privacy information.

A decision on the rezoning request to build a controversial data center in the Martindale-Brightwood neighborhood in Indianapolis has been extended. A handful of affordable housing units have been sold by the Indianapolis Housing Agency and will be under new management. Indiana U.S. Congressman Jim Baird is seeking re-election. A bill that would ban children from having social media accounts in Indiana passed its first legislative hurdle on Wednesday, amid growing concerns of social media's impact on children's health. Homeless encampments are the target of legislation being considered by Indiana lawmakers. Indiana residents face rising utility costs amid an increasing demand for electricity. Want to go deeper on the stories you hear on WFYI News Now? Visit wfyi.org/news and follow us on social media to get comprehensive analysis and local news daily. Subscribe to WFYI News Now wherever you get your podcasts. WFYI News Now is produced by Zach Bundy, with support from News Director Sarah Neal-Estes.

The experts told us it was impossible. The media told us it was dangerous. They were wrong. Today, we look at the undeniable data coming out of Argentina: Inflation is dead, rents are down, and the "Ministry of Deregulation" is proving that Liberty isn't just a theory—it's the only solution. Austin breaks down the "Law of Fallen Leaves," the failure of the US media to admit they lied, and why Donald Trump needs to import the Chainsaw to Washington immediately.

David and Rachel discuss the wild economic conditions of the 1970s and how it helped lead to the economic deregulation of the airline industry.

Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, joins The Julia La Roche Show for "The Wrap with Chris Whalen." In this episode, Whalen calls Trump's $200 billion mortgage bond buyback idea "idiotic" and says institutional investors aren't the problem with housing - the Fed buying 30-year mortgages and driving up home prices 50% in five years was the real culprit. He explains the Fed has been "operating like a hedge fund" with dangerous variable duration securities that won't pay off for over 10 years. On Venezuela, Whalen says it should have happened long ago - the Iranians had offensive missiles there that could strike the US, and he's astounded previous administrations tolerated it. He warns AI hype is now a systemic risk to tech valuations, with Oracle's Larry Ellison risking his company to chase the crowd, and predicts 2025's "magical year with no apparent cost for risk" is ending as banks prepare for consumer credit deterioration in 2026-27.Links:    The Institutional Risk Analyst: https://www.theinstitutionalriskanalyst.com/  https://www.theinstitutionalriskanalyst.com/post/theira796Inflated book (2nd edition): https://www.barnesandnoble.com/w/inflated-r-christopher-whalen/1146303673Twitter/X: https://twitter.com/rcwhalen    Website: https://www.rcwhalen.com/   Timestamps:00:00 Intro and welcome Chris Whalen00:48 Non-farm payrolls report - weakness supports those saying economy is weak01:46 Rate cuts likely this year on short end, but long-term rates not coming down02:45 Trump's $200 billion mortgage bond idea - Chris calls it "idiotic"07:25 Housing correction already building in weaker markets08:24 Institutional investors not the problem - Fed buying 30-year mortgages was the problem12:04 What would actually help housing? Build more houses, change zoning13:04 NYC 18:16 Venezuela should have happened long ago24:49 AI hype now a systemic risk to tech valuations?27:06 Buying cheap financials - Flagstar below book, knows the team28:39 2025 magical year with no apparent cost for risk - that's changing30:05 Bank earnings next week30:35 Viewer question: Deregulation impact on banks and real estate32:53 Viewer question: If correction coming, wouldn't metals also fall?34:52 Wrap up and parting thoughts

The employment data came in lower than Lisa Flicker anticipated, and she looks at potential causes. She calls the labor market “selective”: people are “not in panic mode” but are strategizing for potential growth, possibly driven by deregulation. ======== 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

Economic booms are usually defined by  “greater productivity,” increased foreign investment, “reasonable” interest rates, “energy production,” and “plentiful deregulation and tax cuts.” But will any of this happen in 2026? Hanson predicts we'll “see an economic bonanza” in 2026 as “there's going to be more oil,”  “ new technologies,” and “all sorts of tax cuts” and “more deregulation than we've ever seen” in the Big Beautiful Bill on today's episode of “Victor Davis Hanson: In a Few Words.”  “ Add it all up: We've had an unexpectedly—unexpectedly, unexpectedly—good third quarter. I imagine the fourth quarter might be just as good if it were not for the government shutdown—the longest in history—that occurred in the fourth quarter, but we'll see.  But more importantly: more foreign investment, more tax cuts, more deregulation, more energy development, lower interest, and I think you're gonna see an economic bonanza.” 00:00 Introduction: What Makes an Economy Boom? 00:34 Unexpected Economic Trends 01:18 Analyzing Trump's Third Quarter Growth 02:56 Future Economic Predictions for 2026 04:43 Conclusion: Preparing for the Unexpected

Our CIO and Chief U.S. Equity Strategist Mike Wilson discusses key catalysts that investors may be missing, but that are likely to boost U.S. equities in 2026.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley's CIO and Chief U.S. Equity Strategist. Today on the podcast I'll be discussing the converging market forces bolstering our bullish outlook for 2026. It's Monday, January 5th at 11:30am in New York. So, let's get after it. The New Year is usually a time to look forward. But today, I want to take a step back and talk about what the market is missing. A series of bullish catalysts are lining up at the same time, and the market is still underestimating their collective impact. There's been a lot of focus on individual positives—solid earnings growth, further Fed easing—but in our view, the real story is how these forces are reinforcing one another. Deregulation, positive operating leverage, accommodative monetary policy, and increasingly supportive fiscal policy are all working in the same direction. And as we head into mid-term elections later this year, these policy levers are likely to stay supportive.Importantly, this isn't a market that's already priced for the outcomes I envision. Positioning in cyclical trades remains relatively light, and sentiment in economically sensitive areas is far from exuberant. That combination—of improving fundamentals with cautious positioning—is exactly what tends to characterize the early stages of a recovery. I continue to believe these tailwinds are most underappreciated in cyclical areas like Consumer Discretionary Goods, Financials, Industrials, and small- and mid-cap stocks. Many of the indicators we track are only just beginning to turn higher. This doesn't look late-cycle to me—it looks early in what I have deemed to be a rolling recovery. One reason investors have been hesitant is the sluggishness of traditional business-cycle indicators, particularly the ISM Manufacturing Purchasing Managers Index. There's been a reluctance to press cyclical trades until those gauges clearly re-accelerate; and beneath that hesitation is a lingering anxiety that the U.S. economy could even slip back into a growth scare. My view is different. I believe a three year rolling recession ended with Liberation Day. If that's true, then the moderate softness we're now witnessing in lagging labor data is constructive for equities because it keeps the Fed leaning dovish for longer and more aggressive—a positive for equities. I see the second half of 2025 as the bottoming process for key macro indicators; with 2026 shaping up as a year of re-acceleration. Longer-cycle analysis supports this. Specifically, the 45-month cycle of the ISM Manufacturing Purchasing Managers Index points to a rebound. That recovery has been delayed—but not cancelled. Another tailwind that doesn't get nearly enough attention is energy prices. Gasoline prices in particular are sitting near five-year lows, which is providing real economic relief for lower- and middle-income consumers. That cushion matters, especially as other parts of the economy firm. This past weekend's events in Venezuela argue for lower oil prices for longer. From a sector standpoint, Financials stand out as the key beneficiary of deregulation and these stocks have been great performers over the past year in anticipation of these changes. I think there is more to go in 2026. Housing could be another important piece of the recovery. Subdued wage growth and falling rents may pressure home prices, while some builders are prioritizing volume over margins. While that may cap profitability for the builders, it could unlock housing velocity and feed into a more dovish inflation backdrop. Of course, there are also risks. Liquidity has been our top concern since September, and markets have reflected that through weakness in speculative assets. The good news is that the Fed has responded by ending quantitative tightening early and restarting asset purchases through the Reserve Management Program. This effectively adds liquidity to a system that was showing signs of stress this past several months. Another risk is a renewed slowdown in AI CapEx, particularly as markets demand clearer payback from debt-funded spending. And geopolitically, the U.S. intervention in Venezuela raises new questions. Strategically, it reinforces U.S. influence in the Western Hemisphere and supports our ‘Run It Hot' thesis—but the key wildcard remains whether China chooses to react. Net-net, we think the balance of risks and rewards still favor leaning into this early-cycle recovery and our bullish outlook for US equities in 2026. Thanks for tuning in; I hope you found it informative and useful. Let us know what you think by leaving us a review. And if you find Thoughts on the Market worthwhile, tell a friend or colleague to try it out!

In this episode of Excess Returns, we sit down with Paul Eitelman, Global Chief Investment Strategist at Russell Investments, to unpack their 2026 outlook and the idea of a “Great Inflection Point” for markets and the economy. Paul explains why the U.S. economy may be shifting from resilience to reacceleration, how artificial intelligence is moving from hype to measurable returns, and why market leadership could finally broaden beyond the Magnificent Seven. The conversation blends macroeconomic analysis, behavioral finance, and real-world portfolio implications, offering investors a framework for thinking about growth, risk, and diversification as we head into 2026.Main topics covered• The cycle, valuation, and sentiment framework and how it shapes investment decisions• Why economic growth may reaccelerate in 2026 after navigating policy headwinds• Accelerating AI adoption and what early signs of ROI mean for productivity and profits• The J-curve of new technologies and where AI may sit today• Capital spending, leverage, and profitability risks among hyperscalers and large tech firms• Energy demand, labor market impacts, and other societal risks tied to AI• Tariffs, immigration, and uncertainty as fading or manageable economic headwinds• Financial conditions, fiscal stimulus, and deregulation as emerging tailwinds• The gap between hard economic data and weak consumer sentiment• Why recession forecasts have been wrong and how to think about recession risk going forward• Inflation dynamics, the Federal Reserve's priorities, and the outlook for rates• The case for market broadening beyond the Magnificent Seven• Global diversification, small caps, international equities, and emerging markets• Behavioral finance, investor sentiment, and staying invested through volatility• Portfolio construction implications, including real assets and alternativesTimestamps00:00 Introduction and the Great Inflection Point outlook03:00 Cycle, valuation, and sentiment investing framework05:50 From economic resilience to potential reacceleration07:00 AI as a transformational technology and historical parallels09:20 Measuring returns on AI investment and productivity gains11:00 The AI J-curve and timing of benefits13:00 Capital intensity, leverage, and risks for big tech15:00 Energy demand, labor markets, and AI risks19:00 How Paul uses AI in his own research workflow20:30 The case for economic reacceleration into 202621:40 Tariffs and their real economic impact23:20 Immigration and labor supply effects24:10 Uncertainty, confidence, and business decision-making26:10 Financial conditions and household wealth28:00 Fiscal stimulus and the One Big Beautiful Bill Act29:20 Deregulation as a potential growth tailwind30:40 Hard data versus soft data in the economy34:10 Why recession forecasts failed37:10 Recession risk outlook for 202640:30 Inflation dynamics and the Fed's focus43:50 Broadening market leadership beyond the Magnificent Seven46:10 Investor sentiment, panic, and opportunity49:00 Translating macro views into portfolio strategy51:30 Real assets, alternatives, and diversification54:30 Investing lessons, compounding, and staying invested

Joyce discusses the Trumps admin's success at removing federal regulations in his first year.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Patricia & Christian talk to economist Dr Sam Levey about films set in the world of finance, including Trading Places, The Big Short, The Wolf Of Wall Street, Boiler Room and Inside Job. (Conversation recorded in 2023).   Please help sustain this podcast!  Patrons get early access to all episodes and patron-only episodes: https://www.patreon.com/MMTpodcast   LIVE EVENT! THE FAUXBEL PRIZE IN ECONOMICS 2026

Deregulation Was Never About “Freedom”—It Was About Permission to PoisonSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

“It doesn't matter how much a carrier charges—at some point, those copper lines are going to be shut off,” says Jake Jacoby, CEO of TELCLOUD. “The real question is whether businesses get ahead of it or wait until it becomes a crisis.” In the latest episode of the TELCLOUD POTS and Shots Podcast Series, Doug Green, Publisher of Technology Reseller News, sits down with Jacoby to examine the accelerating reality of the copper sunset and the growing urgency for organizations still relying on legacy POTS lines. Jacoby explains how telecom networks have shifted almost entirely away from copper, leaving only 5–10% of that infrastructure still in use—yet costly to maintain. Deregulation in 2019 allowed carriers to raise prices dramatically, but even skyrocketing bills have not stopped shutdowns. Businesses now face two converging pressures: rapidly rising POTS costs and the certainty that service will eventually be discontinued, regardless of price. For many organizations, this issue surfaces unexpectedly, when once-modest line items suddenly trigger concern from finance teams and executives. Jacoby emphasizes that POTS replacement is not something most businesses have ever planned for, making it critical to choose a partner that can simplify the transition and deliver a long-term solution. TELCLOUD addresses this challenge by bridging legacy analog equipment—such as fire panels, elevators, and emergency phones—with modern, future-proof connectivity. The result is a reliable communication path designed to last for decades, paired with predictable monthly pricing that restores financial stability. For MSPs and IT providers that do not traditionally handle telecom, Jacoby notes that TELCLOUD's channel-first, white-label model allows partners to remain the trusted advisor while TELCLOUD manages the complexity behind the scenes. The episode closes with the Shots segment, recorded from Mexico, where Jacoby introduces Cascahuin No. 7 Reposado, a smooth, oak-aged tequila from Jalisco—an apt finish to a discussion centered on patience, preparation, and long-term value. For more information, visit telcloud.com or call 844-900-2270.

Our Public Policy Strategists Michael Zezas and Ariana Salvatore break down key moves from the White House, U.S. Congress and Supreme Court that could influence markets 2026.Read more insights from Morgan Stanley.----- Transcript -----Michael Zezas: Welcome to Thoughts on the Market. I'm Michael Zezas, Global Head of Fixed Income Research and Public Policy Strategy.Ariana Salvatore: And I'm Ariana Salvatore, U.S. Public Policy Strategist.Michael Zezas: Today we'll be talking about the outlook for U.S. public policy and its interaction with markets into 2026.It's Wednesday, December 17th at 10:30am in New York.So, Ariana, we published our year ahead outlook last month. And since then, you've been out there talking to clients about U.S. public policy, its interaction with markets, and how that plays into 2026. What sorts of topics are on investors' minds around this theme?Ariana Salvatore: So, the first thing I'd say is clients are definitely interested in our more bullish outlook, in particular for the U.S. equity market. And normally we would start these conversations by talking through the policy variables, right? Immigration, deregulation, fiscal, and trade policy. But I think now we're actually post peak uncertainty for those variables, and we're talking through how the policy choices that have been made interact with the outlook.So, in particular for the equity market, we do think that some of the upside actually is pretty isolated from the fact that we're post peak uncertainty on tariffs, for example. Consumer discretionary – the double upgrade that our strategists made in the outlook has very little to do with the policy backdrop, and more to do with fundamentals, and things like AI and the dollar tailwind and all of all those factors.So, I think that that's a key difference. I would say it's more about the implementation of these policy decisions rather than which direction is the policy going to go in.Michael Zezas: Picking up on that point about policy uncertainty, when we were having this conversation a year ago, right after the election, looking into 2025, the key policy variables that we were going to care about – trade, fiscal policy regulation – there was a really wide range of plausible outcomes there.With tariffs, for example, you could make a credible argument that they weren't going to increase at all. But you could also make a credible argument that the average effective tariff rate was going to go up to 50 or 60 percent. While the tariff story certainly isn't over going into 2026, it certainly feels like we've landed in a place that's more range bound. It's an average effective tariff rate that's four to five times higher than where we started the year, but not nearly as high as some of the projections would have. There's still some negotiation that's going on between the U.S. and China and ways in which that could temporarily escalate; and with some other geographies as well. But we think the equilibrium rate is roughly around where we're at right now.Fiscal policy is another area where the projections were that we were going to have anything from a very substantial deficit expansion. Tax cuts that wouldn't be offset in any meaningful way by spending cuts; to a fiscal contraction, which was going to be more focused on heavier spending cuts that would've more than offset any tax cuts. We landed somewhere in between. It seems like there's some modest stimulus in the pipe for next year. But again, that is baked. We don't expect Congress to do much more there.And in terms of regulation, listen, this is a little bit more difficult, but regulatory policy tends to move slowly. It's a bureaucratic process. We thought that some of it would start last year, but it would be in process and potentially hit next year and the year after. And that's kind of where we are.So, we more or less know how these variables have become something closer to constants, and to your point, Ariana now it's about observing how economic actors, companies, consumers react to those policy choices. And what that means for the economy next year.All that said, there's always the possibility that we could be wrong. So, going back to tariffs for a minute, what are you looking at that could change or influence trade policy in a way that investors either might not expect or just have to account for in a new way?Ariana Salvatore: So, I would say the clearest catalyst is the impending decision from the Supreme Court on the legality of the IEEPA tariffs. I think on that front, there are really two things to watch. The first is what President Trump does in response. Right now, there's an expectation that he will just replace the tariffs with other existing authorities, which I think probably should still be our base case. There's obviously a growing possibility, we think, that he actually takes a lighter touch on tariffs, given the concerns around affordability. And then the second thing I would say is on the refunds piece. So, if the Supreme Court does, in fact, say that the Treasury has to pay back the tariff revenue that it's collected, we've investigated some different scenarios what that could look like. In short, we think it's going to be dragged out over a long time period, probably six months at a minimum. And a lot of this will come down to the implementation and what specifically Treasury and CBP, its Customs and Border Protection, sets up to get that money back out to companies.The second catalyst on the trade front is really the USMCA review. So, this is an important topic because it matters a lot for the nearshoring narrative, for the trade relationship that the U.S. has with Mexico and Canada. And there are a number of sectors that come into scope. Obviously, Autos is the clearest impact.So, that's something that's going to happen by the middle of next year. But early in January, the USTR has to give his evaluation of the effectiveness of the USMCA to Congress. I think at that point we're going to start to see headlines. We're going to go start to see lawmakers engage more publicly with this topic. And again, a lot at stake in terms of North American supply chains. So that's going to be a really interesting development to keep an eye on next year too.Michael Zezas: So, what about things that Congress might do? Recently the President and Democrats have been talking about the concept of affordability in the wake of some of the off-cycle elections, where that appeared to influence voter behavior and give Democrats an advantage. So are there policies, any legislative policies in particular, that might come to the forefront that might impact how consumers behave?Ariana Salvatore: So a really important starting point here is just on the process itself, right? So, as we've said, one of the more reliable historical priors is that it's difficult to legislate during election years. That's a function of the fact that lawmakers just aren't in D.C. as often. You also have limited availabilities in terms of procedure itself because Republicans would have to probably do another Reconciliation Bill unless you get some bipartisan support.But hitting on this topic of affordability, there really are a few different things on the table right now. Obviously, the President has spoken about these tariff dividend checks, the $2,000. They've spoken about making changes on housing policy, so housing deregulation, and then the third is on these expanded ACA subsidies.Those were obviously the crux of the government shutdown debate. And for a variety of reasons, I think each of these are really challenging to see moving over the finish line in the coming months. We think that you would need to see some sort of exogenous economic downturn, which is not currently in our economists' baseline forecast, to really get that kind of more reactive fiscal policy.And because of those procedural constraints, I would just go back to the point we were saying earlier around tariff policy and maybe the Supreme Court decision, giving Trump this opportunity to pull back a little bit. It's really the easiest and most available policy lever he has to address affordability. And to that point, the administration has already taken steps in this direction. They provided a number of exemptions on agricultural products and said they weren't going to move forward with the Section 232 tariffs on semiconductors in the very near term. So, we're already seeing directionally, I would say, movement in this area.Michael Zezas: Yeah. And I think we should also keep our eye on potential legislation around energy exploration. This is something that in the past has had bipartisan support loosening up regulations around that, and it's something that also ties into the theme of developing AI as a national imperative. That being said, it's not in our base case because Democrats and Republicans might agree on the high points of loosening up regulations for energy exploration. But there's a lot of disagreements on the details below the surface.But there's also the midterm elections next year. So, how do you think investors should be thinking about that – as a major catalyst for policy change? Or is it more of the same: It's an interesting story that we should track, but ultimately not that consequential.Ariana Salvatore: So obviously we're still a year out. A lot can change. But obviously we're keeping an eye on polling and that sort of data that's coming in daily at this point. The historical precedent will tell you that the President's party almost always loses seats in a midterm election. And in the House with a three-seat majority for Republicans, the bar's actually pretty low for Democrats to shift control back. In the Senate, the map is a little bit different. But let's say you were to get something like a split Congress, we think the policy ramifications there are actually quite limited. If you get a divided government, you basically get fiscal gridlock. So, limits to fiscal expansion, absent like a recession or something like that – that we don't expect at the moment. But you really will probably see legislation only in areas that have bipartisan support.In the meantime, I think you could also expect to see more kind of political fights around things like appropriations, funding the government, the debt ceiling that's typical of divided governments, unless you have some area of bipartisan support, like I said. Maybe we see something on healthcare, crypto policy, AI policy, industrial policy is becoming more of the mainstream in both parties, so potentially some action there.But I think that's probably the limit of the most consequential policy items we should be looking out for.Michael Zezas: Right, so the way I've been thinking about it is: No clear new policies that someone has to account for coming out of the midterms. However, we definitely have to pay attention. There could be some soft signals there about political preferences and resulting policy preferences that might become live a couple years down the line after we get into the 2028 general elections – and the new power configuration that could result from that.So – interesting, impactful, not clear that there'll be fundamental catalysts. And probably along the way we should pay attention because markets will discount all sorts of potential outcomes. And it could get the wrong way on interpreting midterm outcomes, which could present opportunities. So, we'll certainly be tracking that throughout 2026.Ariana Salvatore: Yeah. And if you think about the policy items that President Trump has leaned on most heavily this year and that have mattered for markets, there are things in the executive branch, right? So, tariff policy obviously does not depend on Congress. Deregulation helps if you have fundamental backing from Congress but can occur through the executive agencies. So, to your point, less to watch out for in terms of how it will shift Trump's behavior.Michael Zezas: Well, Ariana, thanks for taking the time to talk.Ariana Salvatore: Always great speaking with you, Michael.Michael Zezas: And to our audience, thanks for listening. If you enjoy thoughts on the Market, please leave us a review and tell your friends about the podcast. We want everyone to listen.

Since the election, investors have been buzzing about the “Trump Trades”—the stocks and sectors expected to soar under the new administration. But did they actually perform? The “Henssler Money Talks” cast digs into the stocks that were supposed to surge, the ones that fizzled, and how chasing returns often costs more than it delivers.Original Air Date: December 13, 2025Read the Article: https://www.henssler.com/the-illusion-of-predicting-market-moves-lessons-from-2025

The Trump administration is reconfiguring a government watchdog that grew out of the Great Recession. The Financial Stability Oversight Council watches out for risks to the financial system to prevent the future need for government bailouts. Now, the Treasury Secretary says the watchdog will focus on boosting economic growth and easing regulations that he says impose “undue burdens." Plus, we follow the money from Machu Picchu and examine the appetite for "extended range" EVs.

The Trump administration is reconfiguring a government watchdog that grew out of the Great Recession. The Financial Stability Oversight Council watches out for risks to the financial system to prevent the future need for government bailouts. Now, the Treasury Secretary says the watchdog will focus on boosting economic growth and easing regulations that he says impose “undue burdens." Plus, we follow the money from Machu Picchu and examine the appetite for "extended range" EVs.

In this episode of Good Morning Liberty, Nate Thurston and Charles Chuck Thompson discuss a range of topics from Nashville, TN, including Trump's announcement of a $12 billion bailout for farmers, deregulation efforts aiming to help farmers and the automotive industry, and the potential introduction of tiny Japanese cars in the American market. They delve into the complexities of tariffs, trade deficits, the economic impacts on farmers, and the challenges surrounding vehicle safety and emission standards. The episode also highlights historical tariff practices, such as the chicken tax, and the barriers they create to importing affordable vehicles like the Toyota Helix. Join Nate and Chuck as they explore the implications of these political and economic decisions on everyday American life. 00:00 Intro 02:54 Farmer Bailout Discussion 05:29 Impact of Tariffs and Trade Wars 07:49 Economic Challenges for Farmers 11:34 Deregulation and Its Benefits 20:48 Automotive Industry and Emission Standards 32:44 Tiny Cars and International Influence 33:18 Affordable Cars: A Mixed Blessing 33:52 The Briggs and Stratton Engine Anecdote 34:20 Small Cars in America: A Policy Shift 35:28 Regulatory Hurdles and Manufacturing Challenges 39:56 The Chicken Tax Explained 45:26 Workarounds and Loopholes 49:03 The Future of Tiny Cars in the US  

PREVIEW — Mary Anastasia O'Grady — Lingering Capital Controls Spook Investors in Argentina. O'Grady reports that despite President Milei's substantial deregulation initiatives, lingering Argentine capital control mechanisms continue systematically deterring foreign investors who harbor justified fears regarding restrictions on capital extraction and currency repatriation. O'Grady documents that previous Argentine administrations implemented draconian capital restrictions, deploying customs enforcement mechanisms including canine detection units on Uruguayan river ferries to prevent illegal capital flight. O'Grady emphasizes that investor communities remain chronically cautious regarding potential reimposition of capital controls by future political administrations, creating structural investor hesitation despite Milei's demonstrated commitment to economic liberalization and market-based reforms. 1950 TANGO IN BUENOS AIRES

Brussels Attempts Deregulation — Joseph Sternberg — Sternberg describes the European Union's complex multi-institutional governance structure and recent tentative moves toward deregulation, particularly regarding climate reporting requirements and digital technology regulations. Sternberg argues that Brussels officials are gradually acknowledging that excessive regulatory frameworks systematically damage economic competitiveness and drive entrepreneurs from European jurisdictions toward more favorable regulatory environments. Sternberg emphasizes that these modest deregulatory reforms confront a race against accelerating economic decline, requiring more aggressive structural reforms to restore European competitiveness relative to American and Chinese competitors. 1906 BRUSSELS