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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.
VLOG 2 Dec 17 After SDNY's Tricolor presser, Inner City Press asked about role of bank deregulation, Fed cutting 30% of examiners. USA Clayton said Chu's fraud wouldn't have been caught by supervision. 2008 echo. Also asked about NY Luigi Mangione hearing
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
www.marktreichel.comhttps://www.linkedin.com/in/mark-treichel/NCUA has launched a new Deregulation and Simplification Project, signaling a shift toward clearer, more flexible rules—without weakening safety and soundness.In this episode of With Flying Colors, Mark Treichel breaks down the four proposed regulatory changes released by NCUA and explains what they mean in practice for credit unions, boards, and exam preparation.Rather than a wholesale rewrite, this package focuses on clarity, structure, and regulatory housekeeping—especially around audits, corporate credit union governance, and cybersecurity guidance.Key topics covered:Updates to Supervisory Committee audit rules (Part 715)Technical and governance clarifications for corporate credit unionsWhy cybersecurity guidance is moving out of regulation and into Letters to Credit UnionsWhat's not changing—despite the headlinesHow this project fits into broader NCUA budget and structural discussionsMark also shares perspective on why moving guidance out of the CFR matters—and what credit unions should (and shouldn't) do next.More regulatory developments are coming fast, including NCUA's upcoming board meeting and budget discussions. Stay tuned.
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.
It's the most wonderful time of the year, and our favourite annual tradition! Candice & Felicity are joined once again by Shaw and Partners CIO, Martin Crabb, to unpack the Top 10 Investment Themes for 2026 in this festive, market-moving Christmas special. This year, we've wrapped each theme in a Christmas-themed jingle, while Martin delivers deep insights on the macro landscape, AI acceleration, geopolitics, EM vs China divergences, private markets, and the big question: where should investors be positioned for 2026? We also look back at Martin's 2025 predictions including nuclear's standout performance with a candid “Crystal Ball Review”, covering PDN, TLX and IDP's 12-month results. Finally, Martin reveals his #1 high-conviction pick for 2026, tied directly to one of his top themes for the year ahead.This episode is packed with insights, laughter, Christmas spirit… and a few questionable vocal performances from your favourite financial advisers. IN THIS EPISODE The 10 themes shaping global markets in 2026 Bond markets: why they're still “shark-infested waters” How Trump's “3 Ds” (DOGE, Deregulation & Drugs) shape US opportunities AI infrastructure: the second-derivative winners Europe's surprising revival EM vs China: where the winds are actually turning Private markets unlocking liquidity IPO & M&A activity making a comeback Martin's 2025 “crystal ball review” — PDN, TLX, IDP Martin's top investment pick for 2026 This episode is for informational purposes only and does not constitute financial advice. Candice Bourke and Felicity Thomas are authorised financial advisers with Shaw and Partners Limited (AFSL 236 048). The views expressed are general in nature and do not take into account individual circumstances. Always seek professional advice before making investment decisions. Information is current as of the recording date (10 December 2025).
In our final episode of Season 4, The Best Biome team discusses the state of grasslands conservation in the current year (and what an eventful year it has been). We discuss the most significant threats and daunting challenges that we'll need to meet head on to protect our underappreciated and overlooked ecosystems. Topics include rollbacks to the Endangered Species Act, attacks on research funding, extraction on public lands, the truth behind grazing leases, and much, much more. Of course, we have plenty of good news to share as well! Join us as we bid 2025 farewell and get ready for whatever next year will bring. Note: There is some occasional strong language used in this episode, as a result of our passion about these topics. Primary Sources: Rachel's Sources: Jack Hatzimemos, Georgetown Environmental Law Review, "The Single Most Impactful Day of Deregulation in EPA History", Mar. 20, 2025 More Than Just Parks: "Mike Lee is Still Trying to Steal Your Land", Nov. 5, 2025 Inflation Reduction Act Rollback Tracker **** Columbia Law Climate Backtracker Bill McKibben: The Crucial Years, "A Different Kind of Leader Gives A Different Kind of Speech", Oct. 1, 2025 Heather Cox Richardson, "Letters from an American" Oct. 16, 2025 **** Nicole's Sources: Center for American Progress: "The Trump Administration's Expensive Push to Sell Out Public Lands to the Highest Bidder" Sep. 22, 2025 More Than Just Parks: "Trump Administration Decides Endangered Species Act Will No Longer Be Followed" Nov. 21, 2025 Works for Nature: "Voters Deliver Big Wins for Conservation Funding in 2025." Nov. 10, 2025 H.R. 1: The One Big Beautiful Bill Act https://morethanjustparks.substack.com/p/trump-administration-decides-endangered?utm_campaign=post-expanded-share&utm_medium=web&triedRedirect=true https://www.americanprogress.org/article/the-trump-administrations-expansive-push-to-sell-out-public-lands-to-the-highest-bidder/ Allan's Sources: ProPublica and High Country News, "Wealthy Ranchers Profit from Public Lands", Dec. 2, 2025 Center for Biological Diversity: "Trump Administration sued over attempted removal of BLM's Public Lands Rule" Nov. 10, 2025 NYT: "The US is funding fewer grants in every area of science and and medicine", Dec. 2, 2025. Union for Concerned Scientists: Attacks on Science [Lawfare Litigation Tracker]( This podcast is powered by Pinecast.
Deregulation of the hemp industry could let seeds be sold freely around the country. Cabinet's agreed to loosen things up - removing the need for a licence to grow and handle it and just requiring farmers to notify police and MPI. The Government claims it'll generate an extra $40 million for the economy in the first 20 years. Brothers Green co-founder, Brad Lake, says he's hoping they'll be able to sell seeds on their website - and that licensing was the only aspect he can see holding that back. LISTEN ABOVESee omnystudio.com/listener for privacy information.
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
X: @StephenMoore @ileaderssummit @americasrt1776 @NatashaSrdoc @JoelAnandUSA @supertalk Join America's Roundtable (https://americasrt.com/) radio co-hosts Natasha Srdoc and Joel Anand Samy with Stephen Moore, a brilliant economist, author and co-founder of the Committee to Unleash Prosperity, alongside Arthur Laffer and Steve Forbes. Steve Moore served as a senior economic advisor to the Donald Trump for President campaign in 2016. He was a key economic adviser to President Trump in drafting the Tax Cuts and Jobs Act (TCJA), which lowered the corporate tax rate and income taxes for American taxpayers. From 2005 to 2014, Moore served as the senior economics writer for The Wall Street Journal editorial page and as a member of the WSJ editorial board. The substantive conversation with Stephen Moore will focus on the following topics: U.S. economy Government shutdown Reducing the cost of healthcare, specifically skyrocketing health insurance rates Tax Cuts and Jobs Act (TCJA) to fuel economic growth Reducing government spending and debt Trade and tariffs americasrt.com (https://americasrt.com/) https://ileaderssummit.org/ | https://jerusalemleaderssummit.com/ America's Roundtable on Apple Podcasts: https://podcasts.apple.com/us/podcast/americas-roundtable/id1518878472 X: @StephenMoore @ileaderssummit @americasrt1776 @NatashaSrdoc @JoelAnandUSA @supertalk America's Roundtable is co-hosted by Natasha Srdoc and Joel Anand Samy, co-founders of International Leaders Summit and the Jerusalem Leaders Summit. America's Roundtable (https://americasrt.com/) radio program focuses on America's economy, healthcare reform, rule of law, security and trade, and its strategic partnership with rule of law nations around the world. The radio program features high-ranking US administration officials, cabinet members, members of Congress, state government officials, distinguished diplomats, business and media leaders and influential thinkers from around the world. Tune into America's Roundtable Radio program from Washington, DC via live streaming on Saturday mornings via 68 radio stations at 7:30 A.M. (ET) on Lanser Broadcasting Corporation covering the Michigan and the Midwest market, and at 7:30 A.M. (CT) on SuperTalk Mississippi — SuperTalk.FM reaching listeners in every county within the State of Mississippi, and neighboring states in the South including Alabama, Arkansas, Louisiana and Tennessee. Tune into WTON in Central Virginia on Sunday mornings at 6:00 A.M. (ET). Listen to America's Roundtable on digital platforms including Apple Podcasts, Spotify, Amazon, Google and other key online platforms. Listen live, Saturdays at 7:30 A.M. (CT) on SuperTalk | https://www.supertalk.fm
Discover the latest FCC rule changes for CB, GMRS, ham radio, and more! In this video, we break down the updated deletions to FCC Part 95 and Part 97 documents as part of the "Delete! Delete! Delete!" initiative. Learn how these modernizations affect hobby radio and land mobile services. Stay informed with insights from National Communications Magazine: https://natcommag.substack.com/p/hobby-radio-fcc-delete-delete-delete-cb-gmrs-ham-radio-rules?r=22awqa.Today's video is sponsored by ABR Coax - Save 10% off of their products with code ABR10KC5HWB at this link - https://abrind.com/?sld=kc5hwbBecome a supporter of this podcast: https://www.spreaker.com/podcast/ham-radio-2-0--2042782/support.
Dive into the heated FCC debate on deleting rules for GMRS repeater linking! In this video, we break down exclusive Reply Comments from a 50+ year telecom veteran and physician opposing the removal of 47 CFR §95.333(c), §95.1733(a)(8), and §95.1749. Discover the 1976 origins of the PSTN interconnection ban, how it prevents "common carrier" violations and "theft of service" under Title 18 USC §1029, and why allowing wide-area networks could monopolize limited GMRS spectrum—threatening public safety and emergency radio access. Is deregulation a win for hams or a disaster for shared bands?Watch now and join the discussion in comments. Like & subscribe for more FCC updates, ham radio tips, and PRS rule breakdowns! #GMRS #FCC #HamRadio #RepeaterLinking #EmergencyComms #RadioDeregulation Today's video is sponsored by M&P Coax - save 10% with code HR2CABLES at this link - https://hr2.li/cablesArticle Link: https://www.fcc.gov/ecfs/document/1042589947921/1Become a supporter of this podcast: https://www.spreaker.com/podcast/ham-radio-2-0--2042782/support.
Ross Benes, Senior Analyst at EMarketer on the impact of media deregulation on entertainment quality. Deregulation, he argues, has led to an increase in trashy content like infomercials and reality TV, but marketeers should recognize its value which millions find meaningful. The author of 1999: The Year Low Culture Conquered America who has been quoted by publications such as Marketplace, Bloomberg and LA Times, explains how despite the rise in sports fees, the increase in sports programming has led to more exposure for lesser-known sports. We also discuss trend of media personalities moving from online platforms to traditional media, exemplified by Bari Weiss's acquisition by Paramount.#FutureOfMedia #Entertainment #FutureOfBusiness
PREVIEW: Argentina's Economic Reforms and Hesitation of Foreign Investors Guest: Mary Anastasia Grady Mary Anastasia Grady discusses Argentina, noting that despite successes including deregulation, tax cuts, and reduction of government size, foreign investment is not materializing. Investors remain on the sidelines due to concerns that the peso is overvalued and capital controls exist, creating uncertainty about when they can retrieve their money. This suggests President Javier Milei is holding back from implementing necessary additional economic reforms to attract international capital. 1930 ARGENTINA VS USA
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Episode 498 The media narrative is extreme negativity about the state of the economy and yet the stock market and GDP continue to expand. Why? Productivity, Deregulation, and Industrial Policy are good for corporate profits. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------
Martín A. Rossi is Professor of Economics and Vice Rector at San Andrés University, with a PhD from Oxford. His work has been published in in leading academic journals such as Quarterly Journal of Economics, Review of Economic Studies, American Economic Review: Insights, Economic Journal, Review of Economics and Statistics, American Economic Journal: Applied Economics, Journal of Public Economics, and Journal of Development Economics. Beyond academia, Martín served as Secretary of Deregulation in Argentina's Ministry of Deregulation and State Transformation under President Javier Milei, contributing to efforts to reduce bureaucracy and promote economic freedom. A competitive tennis player in his youth, he brings personal insights from the sport to discussions on discipline and motivation. As a father of two daughters, Martín balances his high-profile career with family life, offering grounded perspectives on raising resilient children in a challenging economic landscape. As an advisor to governments in Latin America and Africa, as well as international organizations like the World Bank, Asian Development Bank, Inter-American Development Bank, and UNICEF, Martín contributes to evidence-based policies on education, health, and youth development, emphasizing incentives, family involvement, and public interventions for positive outcomes.ParentShift course 30% OFF with the code "TRIBE". Link below: ParentShift (English): https://www.hernanchousa.com/courses/parentshift?ref=c23daa Entrena Tu Legado (Spanish): https://www.hernanchousa.com/courses/entrenatulegado?ref=c23daaTake a look at Martin's work on his website https://sites.google.com/a/udesa.edu.ar/mrossi/home?authuser=0You can explore more of Hernan's work on his website, https://www.hernanchousa.com/Music Production by Sebastian Klauer
Joe Castiglie breaks down defensive rotation in the market as interest in utilities grows. He likes Southern Company (SO) as an AI-related energy play. Other picks include Uranium Energy (UEC) and Nacco Industries (NC), citing government demand for nuclear stockpiles and critical mineral mining. He highlights his Free Markets ETF (FMKT) and why investors might be interested in it.======== 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Amid the federal government shutdown, Lt. Gov. Jay Collins urges Florida's lawmakers not to worry about politics that they can't control. Deregulation is one big area that can be addressed, reducing burdens and expenses for citizens and businesses. Proposals are advancing on eliminating property taxes, and Florida is maintaining focus on holding localities accountable for government spending that only advances core functions.
Democratic lawmakers sound corruption alarms while crypto PACs gear up for the midterms. Originally published on September 25, 2025.
Gary Meltz and Brad Viator of Power for Tomorrow join the podcast to discuss how the regulated electric utility model protects customers, how deregulation drives up electric bills, and how to address some of the challenges facing the industry today. Links: Gary's Column: Electric Deregulation Historically Means Higher Power Billshttps://www.powerfortomorrow.org/news/real-clear-energy-electric-deregulation-historically-means-higher-power-billsMore on Brad's RTO Insider Column: https://www.powerfortomorrow.org/news/rto-insider-pjm-is-flailing-but-theres-a-solutionPower for Tomorrow: https://www.powerfortomorrow.org/Podcast referenced in this episode: Utility Regulation Really Sucks: Shift Key with Robinson Meyer and Jesse Jenkinshttps://open.spotify.com/episode/0reuOqB6EuxqnGmGHbvSEo
Right now nearly every asset class in rising in price simultaneously.And many indices and individual securities are hitting all-time highs.Investors are getting increasingly confident -- which explains the ongoing melt-up.How long will it last?And when it reverses, will it do so gently? Or violently?The longer the current momentum continues at this pace, the more likely the reckoning is sooner and more painful.Portfolio manager Lance Roberts and I discuss why, as well as the latest technical analysis, this week's FOMC release, gold, AI, social media, the just-announced TikTok deal, the housing market and Lance's firm's latest trades.For everything that mattered to markets this week, watch this video.LOCK IN THE EARLY BIRD PRICE DISCOUNT FOR THE THOUGHTFUL MONEY FALL CONFERENCE AT https://thoughtfulmoney.com/conference#interestrates #marketcorrection #bullmarket 0:00 - Market Heat: High Correlation Across Asset Classes (Stocks, Gold, Bitcoin)2:48 - Why This Rally Isn't "Broken" Yet – Investment Committee Insights3:35 - Train Analogy: Momentum Hard to Stop Despite Slowing Economy4:36 - Earnings as Key Driver: Bull Case vs. Risk of Reversal7:16 - Broad Momentum: Accumulator Model +8%, All-Weather +6%, AI +9%8:14 - Outlook: Exuberance Leads to 5-10% Correction, But Hard to Time10:11 - Tax Cuts Minor; Deregulation & AI Could Drive Growth (Nvidia-Intel Stake)13:31 - Historical Parallels: 1998-99, 2021 Euphoria Ends in Corrections14:46 - Q4 Tailwinds: Earnings Beats, Buybacks +50% YoY, Manager Chasing16:42 - Bias Upward Through Year-End, But 3-5% Pullback Possible18:53 - Google Parabolic: 3-4 Std Dev Above Moving Averages19:35 - Standard Deviations Explained: 99% Odds of Correction24:18 - Gold Also Parabolic: Take Profits, Hedge Positions27:02 - Google AI Threat: Search Monopoly at Risk from Ad Revenue Loss37:47 - Mark Newton Outlook: Momentum to Oct/Nov, Then Correction into 202644:14 - Dot Plot: 4 More Cuts into 2026; Projections Show Slow Growth (1.8%)48:45 - TikTok Deal: Missed Chance to Curb Societal Harm from Social Media59:27 - Housing Cracks: Inventory Up in Midwest/Northeast (Boston +11%)1:04:54 - Idea: Incentive Kids to Live Nearby – Free House After Raising Family1:18:03 - Trades: Position Swaps Next Week – Max 30 Stocks for Outperformance1:20:21 - Rant: Lance's Wife Post-Chemo – Back to Work, Hilarious Wig Story1:26:40 - YouTube Wins: Nutritious, Authentic Content on Demand1:31:16 - Hater Drama: Troll Picks Fights for Visibility – Followers Defend_____________________________________________ 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.
Are Americans becoming dangerously tolerant of political violence? After Charlie Kirk's assassination, our Cato panel looks at trends in public opinion, past episodes of political terrorism, and new risks to free expression. Plus, Milei's electoral setback in Buenos Aires province—what now for Argentina's libertarian experiment?Alex Nowrasteh, "Politically Motivated Violence Is Rare in the United States," September 11, 2025.Emily Ekins, "The State of Free Speech and Tolerance in America," October 2017 Survey Report.YouGov, "What Americans really think about political violence," September 12, 2025.Ian Vasquez, "Deregulation in Argentina." Spring 2025.Lorenzo Bernaldo de Quirós, "Argentine President Milei Should Let the Peso Float," September 17, 2025. Hosted on Acast. See acast.com/privacy for more information.
How Dangerous Is DOGE's Deregulation AI? This development raises serious questions about data ethics and governance. Is this just the start of full AI-led bureaucracy?Try AI Box: https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustle
In this episode, we welcome Colin Allen, executive director of the American Property Owners Alliance. Colin, a veteran of Washington, D.C. for 20 years, provides a deep, unfiltered analysis of the current political landscape and its direct influence on the real estate market. Breaking down the federal government's approach to the housing supply crisis, the partisan divides, and the surprising bipartisan collaboration on key bills. This is a must-listen for professionals who want to understand the forces shaping the market beyond headlines and interest rates. Connect with Colin on LinkedIn - X or send him a message callen@propertyownersalliance.org. Learn more about APOA on LinkedIn - Facebook - X or online propertyownersalliance.org. Subscribe to Real Estate Insiders Unfiltered on YouTube! https://www.youtube.com/@RealEstateInsidersUnfiltered?sub_confirmation=1 To learn more about becoming a sponsor of the show send us an email: jessica@inman.com You asked for it. We delivered. Check out our new merch! https://merch.realestateinsidersunfiltered.com/ Follow Real Estate Insiders Unfiltered Podcast on Instagram - YouTube - Facebook - TikTok. Visit us online at realestateinsidersunfiltered.com. Link to Facebook Page: https://www.facebook.com/RealEstateInsidersUnfiltered Link to Instagram Page: https://www.instagram.com/realestateinsiderspod/ Link to YouTube Page: https://www.youtube.com/@RealEstateInsidersUnfiltered Link to TikTok Page: https://www.tiktok.com/@realestateinsiderspod Link to website: https://realestateinsidersunfiltered.com This podcast is produced by Two Brothers Creative. https://twobrotherscreative.com/contact/
Today's podcast episode is a continuation of a previous repurposed webinar held on August 12th, focusing on emerging opportunities in the consumer financial services sector under the Trump administration. The session aims to provide insights into the evolving regulatory landscape and its implications for businesses and consumers. The first part of the webinar, released last Thursday, September 4, covered the recently-passed GENIUS Act (which creates a federal infrastructure for Stablecoin); developments in crypto-backed lending and credit builder loans; the mortgage industry; developments in earned wage access and rent-to-own and lease-to-own financing products; and insights on income share agreements. Joining the podcast today are the following members of Ballard Spahr's Consumer Financial Services Group: Kristen Larson, of counsel, provides insights into the open banking rule; John Socknat, co-leader of the Group, speaks on home equity investment products; John Culhane, a partner in the group, relays insights on large installment loans at point of sale; and Dan Wilkinson, an associate, provides an overview of digital wallets. Consumer Finance Monitor is hosted by Alan Kaplinsky, Senior Counsel at Ballard Spahr, and the founder and former chair of the firm's Consumer Financial Services Group for 25 years. We encourage listeners to subscribe to the podcast on their preferred platform for weekly insights into developments in the consumer finance industry.
Jeff Schulze warns of the labor market signaling a potential economic downturn after the latest Jobless Claims report. “It's been a tough job environment,” he says, but thinks deregulation, the ‘Big Beautiful Bill', and Fed rate cuts will buoy economic momentum next year. He thinks we need to “ratchet down our expectations” about job growth, though that “doesn't mean a weak economy overall.” Jeff also looks at AI in the labor market and potential productivity growth.======== 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
The Industry Relations Podcast is now available on your favorite podcast player! Rob and Greg tackle the pressing issue of housing affordability, reacting to reports that the Trump administration may declare a national housing emergency. They debate potential federal approaches, including deregulation, incentives, zoning reform, and changes to mortgage lending. The conversation also shifts to Zillow's enforcement against exclusive listings and what the data may actually reveal about Compass's inventory. Key Takeaways Reports suggest the Trump administration is considering declaring a national housing emergency. Federal action is constrained by state and local control, but incentives and funding leverage could encourage zoning reform. Deregulation, such as loosening zoning restrictions and NIMBY barriers, could expand housing supply. Debate over mortgage financing: Rob argues government backing of 30-year fixed mortgages inflates housing prices, while Greg stresses the social good of homeownership. Alternative idea: shift federal guarantees from mortgages to construction loans to directly increase housing supply. Tax and regulatory approaches could curb institutional investors buying homes for rentals. Discussion of Mike DelPrete's analysis of Compass's exclusive inventory trends after Zillow's policy enforcement. Conflicting views: Rob sees it as evidence Zillow lost influence; Greg suggests it may simply reflect stale inventory. Links Exclusive Inventory Update and Zillow's Catch-22 Connect with Rob and Greg Rob's Website Greg's Website Watch us on YouTube Our Sponsors: Cotality Notorious VIP The Giant Steps Job Board Production and Editing Services by Sunbound Studios
In the latest episode of our podcast, we explore the significant shifts in the regulatory landscape under the second Trump administration and how these recent deregulatory actions have opened new pathways for banks and FinTech companies by reducing barriers to entry and compliance costs. This evolving environment presents opportunities for innovation and market expansion, although state law oversight, including licensing and regulatory requirements. Today's episode is part one of a two-part series. Joining the podcast today are the following members of Ballard Spahr's Consumer Financial Services Group: Kristen Larson, of counsel, provides insights into the recently-passed GENIUS Act (which creates a federal infrastructure for Stablecoin); Ron Vaske, a partner, covers developments in crypto-backed lending and credit builder loans; John Socknat, co-leader of the Group, speaks on crypto and the mortgage industry; Dan Wilkinson, an associate, provides an overview of developments in earned wage access and rent-to-own and lease-to-own financing products; and John Culhane, a partner in the group, relays insights on income share agreements. Part two of this webinar will be released next Thursday, September 11. In that episode, Kristen Larson, John Socknat, John Culhane, and Dan Wilkinson, return to continue the conversation, discussing open banking; home equity investment products; home equity loans; buy now, pay later; large installment loans at point of sale; payday loans; and digital wallets to access credit-like features. Consumer Finance Monitor is hosted by Alan Kaplinsky, Senior Counsel at Ballard Spahr, and the founder and former chair of the firm's Consumer Financial Services Group for 25 years. We encourage listeners to subscribe to the podcast on their preferred platform for weekly insights into developments in the consumer finance industry.
In this episode, we sit down with John Duncan, a former policymaker and political analyst. John provides a clear-eyed view of how federal policy, and a changing political environment, are shaping the housing market. He explains what policymakers in Washington can and cannot do to help with housing supply and affordability. We also discuss the impact of local regulations, and how you can influence change as a residential real estate professional. This conversation will give you the tools you need to understand the larger forces at work, and how they will shape your business. Watch our previous conversation with Jim Tobin and Ken Wingert from the National Association of Home Builders (NAHB)Jim Tobin and Ken Wingert from the National Association of Home Builders (NAHB):https://www.youtube.com/watch?v=VXmAdxhUO9c Connect with John on - LinkedIn. Learn more about Meridian Research Group at meridianresearchdc.com. You asked for it. We delivered. Check out our new merch! https://merch.realestateinsidersunfiltered.com/ Follow Real Estate Insiders Unfiltered Podcast on Instagram - YouTube - Facebook - TikTok. Visit us online at realestateinsidersunfiltered.com. Link to Facebook Page: https://www.facebook.com/RealEstateInsidersUnfiltered Link to Instagram Page: https://www.instagram.com/realestateinsiderspod/ Link to YouTube Page: https://www.youtube.com/@RealEstateInsidersUnfiltered Link to TikTok Page: https://www.tiktok.com/@realestateinsiderspod Link to website: https://realestateinsidersunfiltered.com This podcast is produced by Two Brothers Creative. https://twobrotherscreative.com/contact/
Antitrust enforcement can change dramatically between Presidential administrations. What makes the political winds flip between more and less enforcement? In this episode, former Deputy Assistant Attorney General Michael Kades joins hosts Anant Raut and Anna Olson to step back and draw insightful themes from the history of antitrust enforcement across Presidential administrations. With special guest: Michael Kades, Partner, Nachawati Law Group Hosted by: Anant Raut and Anna Olson
As President Trump pushes to unwind one proxy war—with Russia in Ukraine—he's ramping up another in this hemisphere: ordering the Pentagon to ready battle plans against Latin American drug cartels. On our panel, Cato scholars weigh the odds of a Putin deal and the risk of replaying past drug war disasters.Featuring Ryan Bourne, Ian Vásquez, Gene Healy, and Justin LoganLinks for Show NotesJustin Logan, “Trump Shouldn't Settle for European Spending Pledges,” Foreign Policy, July 25, 2025Brandan P. Buck, “Invading Mexico Will Not Solve the Cartel Problem,” The American Conservative, December 17, 2024Ian Vasquez, “Deregulation in Argentina: Milei Takes “Deep Chainsaw” to Bureaucracy and Red Tape,” Free Society (Spring 2025) Hosted on Acast. See acast.com/privacy for more information.
In today's episode, Tom and Producer Drew dive into the passionate—and sometimes heated—comments from their recent deep dive on taxes and economic inequality. Using your thought-provoking feedback as a springboard, Tom tackles the emotional debate around whether the rich are paying their fair share, why taxes hit the poor and middle class hardest, and what's really behind the growing economic divide. From the complexities of inflation, debt, and money printing to the provocative notion that “eating the rich” can backfire historically, this episode doesn't shy away from hard truths. Tom breaks down how government spending, loopholes, and the influence of lobbyists contribute to our economic woes—and why simply taxing the wealthy isn't the silver bullet many hope it might be. If you've ever wondered how economic policy truly impacts everyday lives, or what steps we could take to restore prosperity for the middle class, you won't want to miss this candid, sometimes contentious, and always insightful Q&A. Get ready to challenge your assumptions and gain a deeper understanding of the real issues driving our economic challenges. SHOWNOTES 00:00 Debt and Money Printing Debate 03:46 Flat Tax vs. High Brackets 06:55 Tax Fairness Debate: Wealthy Share 11:03 Revive Middle-Class Jobs with Manufacturing 13:03 Deregulation's Impact on Inequality 16:14 Economic Struggles: Debt & Inflation 19:32 "Eat the Rich: A Call to Action" 24:33 "Inflation as Theft" 28:05 "Wealth Imbalance and Market Collapse" 31:16 Wealth Redistribution and Economic Balance 34:24 Banking Inequality and Exploitation 36:08 "Learning, Investing, and Inflation Insights" 40:13 Risky Lending Encouraged by Bailouts 41:59 Debt and Money Printing Concerns 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. SleepMe: Visit https://sleep.me/impact to get your Chilipad and save 20% with code IMPACT. Try it risk-free with their 30-night sleep trial and free shipping. ButcherBox: Ready to level up your meals? Go to https://butcherbox.com/impact to get $20 off your first box and FREE bacon for life with the Bilyeu Box! Netsuite: Download the new e-book Navigating Global Trade: 3 Insights for Leaders at http://NetSuite.com/Theory What's up, everybody? It's Tom Bilyeu here: If you want my help... STARTING a business: join me here at ZERO TO FOUNDER SCALING a business: see if you qualify here. Get my battle-tested strategies and insights delivered weekly to your inbox: sign up here. ********************************************************************** If you're serious about leveling up your life, I urge you to check out my new podcast, Tom Bilyeu's Mindset Playbook —a goldmine of my most impactful episodes on mindset, business, and health. Trust me, your future self will thank you. ********************************************************************** LISTEN TO IMPACT THEORY AD FREE + BONUS EPISODES on APPLE PODCASTS: apple.co/impacttheory ********************************************************************** FOLLOW TOM: Instagram: https://www.instagram.com/tombilyeu/ Tik Tok: https://www.tiktok.com/@tombilyeu?lang=en Twitter: https://twitter.com/tombilyeu YouTube: https://www.youtube.com/@TomBilyeu Learn more about your ad choices. Visit megaphone.fm/adchoices
Join Jim and Greg for the Wednesday 3 Martini Lunch as they applaud Environmental Protection Agency Administrator, Lee Zeldin for wanting to rein the power of his agency, They're also happy to see decent economic growth in the second quarter, and they berate Pete Buttigieg for his pathetic response about the future of the Democratic Party. First, they praise Zeldin for urging the courts to restrict the Environmental Protection Agency's powers to what Congress has explicitly authorized. Jim notes that if Democrats want the EPA to expand its reach, they need to pass legislation, not rely on regulatory overreach. Greg applauds Zeldin for respecting the limits of government power and willingly ceding authority not grounded in law.Next, Jim and Greg are thrilled to see the resilience of the economy as the second quarter GDP rose by three percent. Although not a fan of tariffs, Jim is pleasantly surprised to see the economy doing well. Meanwhile, the positive growth means we are nowhere near a recession, forcing Democrats to find different talking points. Last, they slam Buttigieg for his substance-free response to The Breakfast Club's Charlamagne tha God, who asked whether the future of the Democratic party is someone more like New York City mayoral candidate Zohran Mamdani or someone like Buttigieg. Buttigieg's response included such rhetorical gems as "we're each going to be putting forward the version of the message that's truest to who we are" and what young Democrat politicians have in common is that "they are who they are." Jim and Greg have fun with Buttigieg's meaningless answers and consider what answers would have actually been interesting.Please visit our great sponsors:No missed calls, no missed customers with OpenPhone. Get 20% off your first 6 months at https://Openphone.com/3ml Keep your skin looking and acting younger for longer. Get 15% off OneSkin with the code 3 ML at https://www.oneskin.co/
In this episode of Good Morning Liberty, hosts Nate Thurston and Charles Chuck Thompson discuss a range of hot-button issues. Topics include the latest news about a New York City gunman, the EPA's proposed repeal of significant climate change regulations, and Senator Josh Hawley's introduction of a $600 tariff rebate bill. The hosts also touch on the heated debate around CTE (Chronic Traumatic Encephalopathy) and its impact on mental health. Tune in for a lively discussion full of important news updates and critical analysis. (00:00) Intro (00:50) Gunman Incident in New York (03:12) CTE and NFL Controversy (10:12) Trump EPA's Deregulatory Moves (17:05) AI Tool to Slash Federal Regulations (18:53) Virginia's AI Initiative on Regulations (19:36) Josh Hawley's Tariff Rebate Proposal (21:12) Understanding Tariffs and Their Impact (26:04) Tariff Revenues and Economic Implications (31:24) The Real Cost of Tariffs on American Goods Links: https://gml.bio.link/ YOUTUBE: https://bit.ly/3UwsRiv Check out Martens Minute! https://martensminute.podbean.com/ Follow Josh Martens on X: https://twitter.com/joshmartens13 CB Distillery 25% off with promo code GML cbdistillery.com Join the Fed Haters Club!
My guest today is Zach Dell. Zach is the co-founder and CEO of Base Power Company. Base is a modern power company building a reliable and affordable home energy service powered by distributed batteries. We explore one of the most underappreciated machines in our world: the electrical grid. Zach walks us through the complex world of electricity infrastructure and explains why the 100-year-old grid is woefully unprepared for the explosion in demand coming from AI, electric vehicles, and industrial electrification. Base's approach involves creating a distributed network of home batteries that provide backup power to customers while serving as grid resources, elegantly solving infrastructure bottlenecks that plague traditional utility-scale projects. We discuss energy as the fundamental enabler of human progress, scaling distributed energy assets, and the vertical integration strategy driving Base's unit economics. Please enjoy my conversation with Zach Dell. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- This episode is brought to you by Ramp. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to Ramp.com/invest to sign up for free and get a $250 welcome bonus. – This episode is brought to you by Ridgeline. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Head to ridgelineapps.com to learn more about the platform. – This episode is brought to you by Arcana. Arcana is the world's most advanced portfolio intelligence platform, trusted by institutional investors managing trillions in AUM — including market neutral, long-short, long-only, and capital allocators. Arcana enables portfolio managers, risk teams, analysts, and CIOs to drill into exposures and idio, construct optimal portfolios, and decompose performance at incredible granularity. Visit arcana.io to request a demo and learn more. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes: (00:00:00) Introduction and Show Overview (00:05:06) Understanding the Electrical Grid (00:09:10) The History and Evolution of the Grid (00:09:51) Regulation and Deregulation in the Energy Sector (00:18:25) The Importance of Energy in Human Progress (00:28:41) Base's Innovative Energy Solutions (00:38:25) Economic and Operational Insights of Base (00:44:31) Understanding Electricity Market Variability (00:45:01) The Boom and Bust of Battery Economics (00:48:43) Battery Technology and Chemistry (00:50:56) Global Battery Manufacturing Landscape (00:54:06) Capital Markets and Financing Strategies (00:59:56) Vision for the Future of Energy Technology (01:02:30) Personal Journey and Entrepreneurial Insights (01:09:48) Lessons from Influential Leaders (01:16:52) The Kindest Thing Anyone Has Done For Zach
Guest-host Jefferson Smith of the Democracy Nerd Podcast sits in for Thom Hartmann explaining that Trump's policies put Texas underwater. The flooding in Texas is not random, it is the result of Climate Change caused by deregulation - and by Trump's policies that think billionaires getting one more percent is worth more than the people of Texas. Also callers share communication insights on how left and right can speak to each other without hostility. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
For decades, the American right has stayed on brand: the economy. Low taxes. Free markets. Deregulation. Those have been the buzzwords for more than half a century. But that doctrine is now being challenged by other conservatives who envision a future in which America's trade deficit is lower, manufacturing returns to the US, and Americans buy more American-made products. Is this future even possible? Economist Oren Cass thinks it is. In today's episode, the founder of the think tank America Compass speaks to Sean about right-wing economic populism. The two discuss a conservative, pro-worker approach to economic policy, Cass's plan to bring manufacturing back to the US, and what types of behavior economic policy should incentivize. Host: Sean Illing (@SeanIlling)Guest: Oren Cass, chief economist and founder of American Compass. Editor of The New Conservatives: Restoring America's Commitment to Family, Community, and Industry. Listen to The Gray Area ad-free by becoming a Vox Member: vox.com/members Help us plan for the future of The Gray Area by filling out a brief survey: voxmedia.com/survey. Thank you! Learn more about your ad choices. Visit podcastchoices.com/adchoices
Trump's economic policies, explores the weak labor market, and warns of impending inflationary pressures.Download the free ebook “Navigating Global Trade: 3 Insights for Leaders” at https://netsuite.com/goldIn this episode of The Peter Schiff Show, Peter Schiff delves into the intricate dynamics of the current economic landscape, spotlighting the disillusionment surrounding political promises and the fragility of the labor market. He scrutinizes the recent jobs data, revealing the underlying weaknesses that mainstream narratives often overlook. Schiff emphasizes the deceptive nature of government statistics, drawing connections between economic policies and their real-world implications for inflation and market stability. He also discusses the controversial role of figures like Elon Musk in the political arena, highlighting the tensions and fallout from their interactions with policymakers. As always, Schiff's insights challenge conventional wisdom, providing listeners with a stark reality check on the state of the economy and the precarious path ahead.⭐️ Sign up for Peter's most valuable insights at https://schiffsovereign.com