Podcasts about Dominance

Atlanta United rescued a late 1-1 draw in Montreal thanks to Alexey Miranchuk's close-range header, capping a night where the Five Stripes dominated the chances but had to settle for a point. We break down the performance, highlight strong showings from Saba Lobjanidze and debutants Steven Alzate and Juan Berrocal, and look ahead to Saturday's trip to Colorado. Plus, Orlando City's statement sweep in the Florida Derby, Son Heung-min's LAFC debut, and a full run through a busy MLS weekend. We also dive into the latest transfer twists across Europe, John Textor's bid for Sheffield Wednesday, and other major stories from around the world of football.

Why the Las Vegas Aces' Dominance over the W is Over with The Athletic's Sabreena Merchant on Becky Hammon's Legacy, Caitlin Clark, and Player Safety In this episode of Hoopsology, we welcome back Sabreena Merchant, WNBA staff writer for The Athletic, to chat about the most pressing topics shaping the 2025 WNBA season, including;

"I Think in Dominance" Hosts: Darren Weeks, Vicky Davis Website for the show: https://governamerica.com Vicky's website: https://thetechnocratictyranny.com COMPLETE SHOW NOTES AND CREDITS AT: https://governamerica.com/radio/radio-archives/22629-govern-america-august-9-2025-i-think-in-dominance Listen LIVE every Saturday at 11AM Eastern or 8AM Pacific at http://governamerica.net or on your favorite app. Palantir is taking over Washington D.C. and the world. Nestle is thirsty — very thirsty! Also, the United Nations Global Compact. Regionalism: Pacific Northwest Economic Region, Great Lakes Compact morphs into the Great Lakes St. Lawrence Governors & Premiers. Head of the Bureau of Labor Statistics becomes a labor statistic. Trump promotes guest worker program for farm workers, and more.

Sponsored by thegalindocollective.com and WNOGB.com - The Texas State Bobcats are halfway done with fall camp and a mere three weeks away from kicking off the 2025 CFB season on August 30 in San Marcos against Eastern Michigan. After attending the first couple media sessions, Keff Ciardello gives his analysis of Texas State's progress in practice and what he feels is ahead for TXST's final season in the Sun Belt Conference. Plus, the unveling of Keff's new studio! (Produced by Zachary Webb.)

Justin Morganstein discusses a good week for the Phils as they take a 2.5 game lead in the NL East. Plus, discussion on Zack Wheeler's shoulder, Cris Sanchez and Jhoan Duran dominance, Aaron Nola and more.

Today's Sports Daily covers the Jerry Jones/Micah Parsons standoff getting weirder, a crazy MLB stat from the most dominant pitcher this season, Mahomes magic, divisional dominance in the NFL, WWE teams with ESPN, & the WNBA with bad PR. Music written by Bill Conti & Allee Willis (Casablanca Records/Universal Music Group) 

Arguably the hottest team of the summer in Minnesota, are your Lynx and the radio voice of the Lynx Sloane Martin joins Susie to break down the latest trade, an update on Napheesa Collier and previews Friday's matchup against the Mystic!

In this episode, we talk with Tom Lee, chairman of Bitmine, about the rapid growth of his ETH treasury company and its goal to secure 5% of the total ETH supply. Tom believes Ethereum could surpass Bitcoin in value, forecasting potential prices between $4,000 and $15,000. We discuss market dynamics, risks of excessive leverage, and his insights on valuing Ethereum and NFTs like Pudgy Penguins.  Tune in for key insights into Ethereum's future and Wall Street's role in crypto. ------

Dive into the stats showing how Las Vegas Raiders QB Geno Smith transforms into an elite QB indoors! From his time with the Seahawks to his 2025 move to the Raiders, discover why Allegiant Stadium's dome could unlock his full potential with insane passer ratings, touchdowns, and zero weather worries. We break down his indoor vs. outdoor splits, mechanics, mentality, and how 11 dome games could shake up the AFC West against Chiefs, Chargers, and Broncos.

Later this month, OpenAI is expected to release the latest version of ChatGPT – the groundbreaking AI chatbot that became the fastest growing app in history when it was launched in 2022.When Sam Altman first pitched an ambitious plan to develop artificial intelligence, he likened it to another world changing, potentially world destroying endeavor: the Manhattan Project, in which the U.S. raced to build an atomic bomb.The sales pitch he made to Elon Musk worked. Altman was promised a billion dollars for the project and was even given a name: OpenAI.In a new book, “Empire of AI: Dreams and Nightmares of Sam Altman's OpenAI,” tech journalist Karen Hao chronicles the company's secretive and zealous pursuit of artificial general intelligence.Today, Hao joins the show to not only pull back the curtain on the company's inner workings through its astronomical rise and very public controversies, but also on the very real human and environmental impacts it has had, all in the name of advancing its technology.For transcripts of Front Burner, please visit: https://www.cbc.ca/radio/frontburner/transcripts

In this special episode of The Lobby Shop podcast, guest hosts Scott Segal, partner and co-head at the Policy Resolution Group (PRG), and Kyle Spencer, principal at PRG, sit down with Brittany Kelm, Senior Policy Advisor for the White House on the National Energy Dominance Council (NEDC). The three of them dive into the mission of the NEDC, the day-to-day role of the Council, and how the NEDC tackles regulatory challenges in advancing U.S. energy production. Brittany also highlights the importance of stakeholder engagement and NEDC's coordination with other agencies. Don't miss this inside look at energy policy from the front lines of the White House.

President Donald Trump has told CNBC that higher tariffs look set to be introduced for India. “I think I'm going to raise that very substantially over the next 24 hours because they're buying Russian oil, they're fueling the war machine,” Trump said on Tuesday. “And if they're going to do that, then I'm not going to be happy.”The U.S. Transportation Department on Tuesday is proposing new rules to speed deployment of drones beyond the visual line of sight of operators, a key change needed to advance commercial deployments like package deliveries.Under current rules, operators need to get individual waivers or exemptions to use drones without visual line of sight. The department said eliminating those requirements "will significantly expand the use-case for drone technologies in areas like: manufacturing, farming, energy production, filmmaking, and the movement of products including lifesaving medications."With the 2026 midterm season drawing nearer, Republicans hope that redistricting in red states such as Texas, Florida, Ohio, and others may expand their thin House majority. Meanwhile, Democrats are hoping that redistricting in blue states could counteract Republicans in the next election. Governors from California, New York, and Illinois have all expressed openness to redrawing their own states' congressional maps.

Can any of us really know what's going on in Washington--and the world? If God has given you the gift of discernment, don't waste it or deny it.... rather, humbly share what you know. And, why is the 308 Winchester gaining back lost popularity? We'll tell you.We have Jake Porter (Remington tech) with us tonight, and we try some new whiskey and scotch. We hope you'll tune in! :) 

Is the U.S. economy as strong as it looks, or are we being misled by flawed data? In this hard-hitting interview, Gavekal co-founder and CEO Louis-Vincent Gave joins James Connor to unpack the growing disconnect between economic headlines and financial reality. They explore why job numbers keep getting revised, why inflation feels worse than reported, and how the Federal Reserve's credibility is being questioned, even from within. Louis also shares why he believes the U.S. dollar is entering a long-term decline, and why the narrative around China's economic weakness is both overstated and misunderstood. Key insights include: Why the U.S. dollar is losing its safe-haven status What falling U.S. confidence means for markets Why China's stock market may be the biggest bull run nobody believes in Why China's energy strategy is leaving the West behind Why a surge in energy prices could wreck portfolios overnight And how a weak dollar + capital flight is creating huge tailwinds for emerging markets, commodities, and value stocks Don't miss this macro masterclass from one of the most respected global strategists in the world.

The weekend crew is here to recap another series sweep for the Boston Red Sox, who are now 11 games over .500 and fast approaching the top spot in the American League East.How did they get there? A little bit of everything. Sloppy baseball, clean baseball, squandered opportunities, timely hitting, etc.The crew talks about what was a blah deadline on paper but acknowledge there's intrigue with both Steven Matz and Dustin May. Regardless, there needs to be something done about Walker Buehler in the rotation.Oh, and Trevor Story is back.Make sure to follow us on Twitter, @ThePeskyReport. We are officially a part of Beyond The MonsterTwitter: @BeyondtheMnstrSubstack: https://beyondthemonster.substack.com/ Intro Music: DannyEBTracks https://www.youtube.com/channel/UCxOQyRmgJqHji6ItvllZmYg

In today's MadTech Daily, we discuss Amazon & Microsoft's cloud dominance harming competition, Reddit's revenue surge on AI and ad growth, and Google losing a US appeal in the Epic Games app store case.

UFC Vegas 108 delivered a lot of action — especially on the main card, but it was the final three bouts of the UFC's return to the APEX that will steal headlines for the next few days. In the main event, Tatsuro Taira destroyed Hyun Sung Park with relative ease via second-round submission to bounce back from his lone career loss. Following the event, MMA Fighting's Mike Heck and Jed Meshew react to the card, Taira's spectacular performance, his post-fight interview getting awkward with Michael Bisping, and if he could get a title shot next. Additionally, they discuss the two Fight of the Year contending lightweight bouts between Chris Duncan and Mateusz Rebecki, and Esteban Ribovics and Elves Brener, other standout performances from the Fight Night event, and much more. Follow Mike Heck: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@m_heckjr⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow Alexander K. Lee: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@AlexanderKLee⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ http://goo.gl/dYpsgH⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Check out our full video catalog: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://goo.gl/u8VvLi⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Visit our playlists:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ http://goo.gl/eFhsvM⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Like MMAF on Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://goo.gl/uhdg7Z⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow on Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://goo.gl/nOATUI⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Read More: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.mmafighting.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this electric episode, we dive into the Green Bay Packers' Family Night at Lambeau Field, where the defense stole the show! Omar Brown's three interceptions, a relentless defensive line, and standout performances from rookies like Will Shepherd and Matthew Golden highlight the night. We break down Jordan Love's overthrows, Josh Jacobs' hard running, and the offensive line's struggles against a ferocious defense. Plus, we cover the fun family moments, from bucket drills to kids on the field, and share the latest injury updates. Join us for unfiltered analysis and fan reactions from this unforgettable practice! To advertise on this podcast please email: ad-sales@libsyn.com Or go to: https://advertising.libsyn.com/packernetpodcast

UFC Vegas 108 delivered a lot of action — especially on the main card, but it was the final three bouts of the UFC's return to the APEX that will steal headlines for the next few days. In the main event, Tatsuro Taira destroyed Hyun Sung Park with relative ease via second-round submission to bounce back from his lone career loss. Following the event, MMA Fighting's Mike Heck and Jed Meshew react to the card, Taira's spectacular performance, his post-fight interview getting awkward with Michael Bisping, and if he could get a title shot next. Additionally, they discuss the two Fight of the Year contending lightweight bouts between Chris Duncan and Mateusz Rebecki, and Esteban Ribovics and Elves Brener, other standout performances from the Fight Night event, and much more. Follow Mike Heck: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@m_heckjr⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow Alexander K. Lee: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@AlexanderKLee⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ http://goo.gl/dYpsgH⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Check out our full video catalog: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://goo.gl/u8VvLi⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Visit our playlists:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ http://goo.gl/eFhsvM⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Like MMAF on Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://goo.gl/uhdg7Z⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow on Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://goo.gl/nOATUI⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Read More: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.mmafighting.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this electric episode, we dive into the Green Bay Packers' Family Night at Lambeau Field, where the defense stole the show! Omar Brown's three interceptions, a relentless defensive line, and standout performances from rookies like Will Shepherd and Matthew Golden highlight the night. We break down Jordan Love's overthrows, Josh Jacobs' hard running, and the offensive line's struggles against a ferocious defense. Plus, we cover the fun family moments, from bucket drills to kids on the field, and share the latest injury updates. Join us for unfiltered analysis and fan reactions from this unforgettable practice! To advertise on this podcast please email: ad-sales@libsyn.com Or go to: https://advertising.libsyn.com/packernetpodcast

UFC Vegas 108 delivered a lot of action — especially on the main card, but it was the final three bouts of the UFC's return to the APEX that will steal headlines for the next few days. In the main event, Tatsuro Taira destroyed Hyun Sung Park with relative ease via second-round submission to bounce back from his lone career loss. Following the event, MMA Fighting's Mike Heck and Jed Meshew react to the card, Taira's spectacular performance, his post-fight interview getting awkward with Michael Bisping, and if he could get a title shot next. Additionally, they discuss the two Fight of the Year contending lightweight bouts between Chris Duncan and Mateusz Rebecki, and Esteban Ribovics and Elves Brener, other standout performances from the Fight Night event, and much more. Follow Mike Heck: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@m_heckjr⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow Alexander K. Lee: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@AlexanderKLee⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ http://goo.gl/dYpsgH⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Check out our full video catalog: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://goo.gl/u8VvLi⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Visit our playlists:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ http://goo.gl/eFhsvM⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Like MMAF on Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://goo.gl/uhdg7Z⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow on Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://goo.gl/nOATUI⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Read More: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.mmafighting.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

One of the biggest topics of today is AI. What's going to happen with it? We put on our tin foil hats and dove into this. Once again we went off topic but thanks to Jeff, he kept us on track, sometimes.Cocktail: Tequila is the Flesh from The Turn of the Screwdriver, 50 dark and twisted literary cocktails. Blanco tequila, lime juice, simple syrup, grapefruit soda.Remember to find us on social media including TikTok

One of the biggest topics of today is AI. What's going to happen with it? We put on our tin foil hats and dove into this. Once again we went off topic but thanks to Jeff, he kept us on track, sometimes.Cocktail: Tequila is the Flesh from The Turn of the Screwdriver, 50 dark and twisted literary cocktails. Blanco tequila, lime juice, simple syrup, grapefruit soda.Remember to find us on social media including TikTok

When it comes to powering the US, “energy dominance” has become a favorite phrase of the Trump administration. But who or what are they trying to dominate with all that oil and gas? In this episode, we zoom out from climate change to trace how gender became so embedded in our collective understanding of nature. How did we go from worshipping Gaia and Indigenous earth-mother figures to extracting “natural resources” from private property? And how did oversized gas-guzzlers become a symbol of proud American … manhood? It all goes back to dominance. Learn more about your ad choices. Visit megaphone.fm/adchoices

Is America undermining the rules-based international order? Are we jeopardizing the stability and predictability of the very system that we built for the world?

Tommy Rooney sat down with Dublin All-Ireland winners Barney and Dean Rock in episode four of Inner Drive to discuss the family's legacy within the GAA from Russell Road to the steps of the Hogan Stand.Inner Drive is brought to you by Allianz, proud sponsors of Irish sport for over 30 years. #StopTheDrop

Durability Over Dominance, Part 3: The Missing Piece in Athlete Development with Matthew McKayWhat if the most important thing you do for your athlete… isn't in the gym or on the table—but in a conversation you've been avoiding?In the final episode of our Durability Over Dominance series, performance coach and chiropractic student Matthew McKay returns to share the human side of athletic development: how we protect, advocate for, and communicate on behalf of our athletes.This episode explores the conversations that often go unspoken—between practitioners and coaches, between rehab professionals and parents, and even between you and your patient. Whether you're part of a multidisciplinary care team or working one-on-one with student-athletes, this is a must-listen for learning how to lead with courage and clarity.

YouTube's ad revenue growth continues, with relaxed profanity rules poised to push it higher. Can FASTs capitalize on creators' success for their gain? And HGTV and Peacock have their own challenges.

Lisa Shalett, our Wealth Management CIO, and Andrew Sheets, our Head of Corporate Credit Research, conclude their discussion of American Exceptionalism, factoring in fixed income, in the second of a two-part episode.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research at Morgan Stanley. Lisa Shalett: And I'm Lisa Shalett, Chief Investment Officer for Morgan Stanley Wealth Management. Andrew Sheets: Today – a today a concluding look at the theme of American exceptionalism and how it factors into fixed income. It's Thursday, July 31st at 4pm in London. Lisa Shalett:  And it's 11am here in New York. So, Andrew, it's my turn to ask you some questions. And yesterday we talked a lot about equity markets, globalization, some of the broader macro shifts. But I wanted to zoom in on the credit markets today and one of our themes in the American Exceptionalism paper was the constraints of debts and deficits and how they play in. With U.S. debts level soaring and interest costs rising, how concerned should investors be? Andrew Sheets: So, you alluded to this a bit on our discussion yesterday that we are in a very interesting divide where you have inequality between very well-off companies and weaker companies that aren't doing as well. You have a lot of division within households between those who are, doing better and struggling more with the rate environment. But you know, I think we also see that the large deficits that the U.S. Federal government are running are in some ways largely mirrored by very, very good private sector financial positions. In aggregate U.S. households have record levels of assets relative to debt at the end of 2024; in aggregate the financial position of the U.S. equity market has never been better. And so, this is a dynamic where lending to the private sector, whether that is to parts of the residential mortgage market or to the corporate credit market, does have some advantages; where not just are you dealing with arguably a better trend of financial position, but you're just getting less issuance. I think there are a number of factors that could cause the market to cause the difference of yield between the government debt and that private sector debt – that so-called spread – to be narrower than it otherwise would be.Lisa Shalett: Well, that's a pretty interesting and provocative idea because, one of the hypotheses that we laid out in our paper is that perhaps one of the consequences of this extraordinary period of monetary stimulus of financial repression and ultra low rates, of massive regulation of the systemically important banking system, has been the explosion of shadow banks, and the private credit markets. Our thesis is they're a misallocation of capital. Has there been excess risk taking – in that area? And how should we think about that asset class, number one? And, number two, are they increasingly, a source of liquidity and issuance, or are they a drain on the system? Andrew Sheets: This is, kind of, where your discussion of normalization is is so interesting because in aggregate household balance sheets are in very good shape; in aggregate corporate balance sheets are in very good shape. But I do think there's a distinct tail of the market. Lets call it 5 percent of the high yield market, where you really are looking at a corporate capital structure that was designed for for a much lower level of rates. It was designed for maybe a immediately post COVID environment where rates were on the floor and expected to stay there for a long period of time. And so, if we are moving to an environment where Fed funds is at 3 or 4. Or as you mentioned – hey, maybe you could justify a rate even a little bit higher and not be wildly off. Well then, you just have the wrong capital structure. You have the wrong level of leverage; and it's actually hard to do much about that other than to restructure that debt, or look to change it in a larger way. So, I think we'll see a dynamic similar to the equity market – where there is less dispersion between the haves and have nots. Lisa Shalett: As we kind of think about where there could be pockets of opportunity in credit and in private credit, both public and private credit, and where there could be risks. Can you just help me with that and explore that a little bit more? Andrew Sheets: I think where credit looks most interesting is in some ways where it looks most boring. I think where the case for credit is strongest is – the investment grade market in the U.S. pays 5.25 percent. A 6 percent long run return might be competitive with certain investors' long-term equity market forecasts, or at least not a million miles off. I think though the other area where this is going to be interesting is – do we see significantly more capital intensity out of the tech sector? And a real divide between fixed income and equities is that tech has so far really been an equity story.Lisa Shalett: Correct. Andrew Sheets: But this data center build out is just enormous. I mean, through 2028, our analysts at Morgan Stanley think it's close to $3 trillion with a 't'. And so there's a lot of interest in how can credit markets, how can private credit markets fund some of this build out; and there are opportunities and risks around that. And you know, something that I think credit's going to play an interesting part of. Lisa Shalett: And in that vision do you see the blurring of lines or a more competitive market between public and private? Andrew Sheets: I do think there's always a little bit of a funny nature about credit where it's not always clear why a particular corporate loan would need to be traded every day, would need to be marked every day. I think it is a little bit different from the equity market in that way. And I think you're also seeing a level of sophistication from investors who now have the ability to traffic across these markets and move capital between these markets, depending on where they think they're being better compensated or where there's better opportunities. So, I think we're kind of absolutely seeing the blur of these lines. And again, I think private credit has until recently been somewhat synonymous with high-yield lending, riskier lending, lower rated lending. Lisa Shalett: Correct. Yeah. Andrew Sheets: And, yet, the lending that we're seeing to some of this tech infrastructure is, you could argue, maybe more similar to Investment Grade lending – both in terms of risk, but also it pays a lot less. And so again, this is kind of an interesting transition where you're seeing a broader scope and absolutely, I think, more blurring of the line between these markets. Lisa Shalett: So, let's just switch gears a little bit and pull out from credit to the broader diversified cross-asset portfolio. And some of those cross-asset correlations are starting to break down; and we go through these periods where stocks and bonds are more often than not positively correlated in moving together. How are you beginning to think about duration risk in this environment? And have you made any adjustments to how you think about portfolio construction in light of these potentially shifting changes in correlations across assets?Andrew Sheets:  I think there are kind of maybe two large takeaways I would take from this. First is I do think the big asset where we've seen the biggest change is in the U.S. dollar. The U.S. dollar, I think, for a lot of the period we've been discussing on these two episodes, was kind of the best of both worlds. And recently that's just really broken down. And so, I think, when we think about the reallocation to the rest of the world, the focus on diversification, I think this is absolutely something that is top of mind among non-U.S. investors that we're talking to, which is almost the U.S. equity piece is kind of a separate conversation.The other piece though, is some of this debate around yields and equities – and do equities fear higher rates or lower rates? Which one of those is the biggest problem? And there's a question of magnitude that's a little interesting here. Rates going higher might be a little bit more of a problem for the S&P 500 than rates going lower. That rates going higher might be more consistent with the scenario of temporary higher inflation. Maybe rates go lower [be]cause the market gets more excited about Federal Reserve cuts.But I think in terms of scenarios where – like where is the equity market really going to have a problem? Well, it's really going to have a problem if there's a recession. So, even though I think bonds have been less effective diversifiers, I really do think they're still going to serve a very healthy, helpful purpose around some of those potentially kind of bigger dynamics. Lisa Shalett: Yeah that very much jives with the way we've been thinking about it, particularly within the context of managing private wealth, where very often we're confronted with the, the question: What about 60-40? Is 60-40 dead? Is 60-40 back? Like, you talk about not wanting to hedge, I don't want to hedge either. But the answer to the question we agree is somewhat nuanced. Right?We do agree that this perfect world of negative correlations between stocks and bonds that we enjoyed for a good portion of the last 15 years probably is over. But that doesn't mean that bonds, and most specifically that 5 - 10 year part of the curve, doesn't have a really important role to play in portfolios. And the reason I say that is that one of the other elements of this conversation that we haven't really touched on is valuation and expected returns.I know that when I speak of the valuation-oriented topics and the CAPE ratio when expected 10-year returns, everyone's eyes glaze over and roll to the back of their head and they say, ‘Oh, here she goes again.' But look, I am in the camp that says an awful lot of growth has already been discounted and already been priced. And that it is much more likely that U.S. equities will return something closer to long run averages. So that's not awful. The lower volatility of a fixed income asset that's returning 6s and 7s has a definite role to play in portfolios for wealth clients who are by and large long term oriented investors who are not necessarily attempting to exploit 90-day volatility every quarter. Andrew Sheets:   Without putting too fine of a point on it, I think when that question of is 60-40 over is phrased, I kind of think the subtext is often that it's the bond side, the 40 side that has a problem. And not to be the Fixed Income Defender on this podcast, but you could probably more easily argue that if we're talking about, well, which valuation is more stretched, the equity side or the bond side? I think it's the equity side that has a more stretched valuation.Lisa Shalett: Without a doubt, without a doubt. Andrew Sheets:  Well, Lisa, thanks again for taking the time to talk. Lisa Shalett: Absolutely great to speak with you, Andrew, as always. Andrew Sheets: And thanks again for listening to this two-part conversation on American exceptionalism, the changes coming to that and how investors should position. And to our listeners, a reminder to take a moment to please review us wherever you listen. It helps more people find the show. And if you found this conversation insightful, tell a friend or colleague about Thoughts on the Market today.*****Lisa Shalett is a member of Morgan Stanley's Wealth Management Division and is not a member of Morgan Stanley's Research Department. Unless otherwise indicated, her views are her own and may differ from the views of the Morgan Stanley Research Department and from the views of others within Morgan Stanley.

Vinnie and Brendan read and respond to listener mail. They also preview this week's upcoming DAZN card and Billy talks bets!!! Write to us at ⁠⁠⁠⁠⁠keotbboxing@gmail.com⁠⁠⁠⁠⁠. Follow us on Instagram @KEOTBBOXING Subscribe to the Youtube page @KEOTBPodcast. Remember to like, subscribe, and review the show!!!

In the first of a two-part episode, Lisa Shalett, our Wealth Management CIO, and Andrew Sheets, our Head of Corporate Credit Research, discuss whether the era of “American Exceptionalism” is ending and how investors should prepare for a global market rebalancing. Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research at Morgan Stanley. Lisa Shalett: And I'm Lisa Shalett, Chief Investment Officer for Morgan Stanley Wealth Management. Andrew Sheets: Today, the first of two episodes tackling a fascinating and complex question. Is American market dominance ending? And what would that mean for investors?It's Wednesday, July 30th at 4pm in London. Lisa Shalett: And it's 11am here in New York. Andrew Sheets: Lisa, it's so great to talk to you again, and especially what we're going to talk about over these two episodes. , a theme that's been coming up regularly on this podcast is this idea of American exceptionalism. This multi-year, almost multi-decade outperformance of the U.S. economy, of the U.S. currency, of the U.S. stock market. And so, it's great to have you on the show, given that you've recently published on this topic in a special report, very topically titled American Exceptionalism: Navigating the Great Rebalancing.So, what are the key pillars behind this idea and why do you think it's so important? Lisa Shalett: Yeah. So, I think that that when you think about the thesis of American exceptionalism and the duration of time that the thesis has endured. I think a lot of investors have come to the conclusion that many of the underpinnings of America's performance are just absolutely inherent and foundational, right? They'll point to America as a, economy of innovation. A market with regulation and capital markets breadth and depth and liquidity a market guided by, , laws and regulation, and a market where, heretofore, we've had relatively decent population growth. All things that tend to lead to growth. But our analysis of the past 15 years, while acknowledging all of those foundational pillars say, ‘Wait a minute, let's separate the wheat from the chaff.' Because this past 15 years has been, extraordinary and different. And it's been extraordinary and different on at least three dimensions. One, the degree to which we've had monetary accommodation and an extraordinary responsiveness of the Fed to any crisis. Secondly, extraordinary fiscal policy and fiscal stimulus. And third, the peak of globalization a trend that in our humble opinion, American companies were among the biggest beneficiaries of exploiting, despite all of the political rhetoric that considers the costs of that globalization. Andrew Sheets: So, Lisa, let me go back then to the title of your report, which is the Great Rebalancing or navigating the Great Rebalancing. So, what is that rebalancing? What do you think kind of might be in store going forward? Lisa Shalett: The profound out performance, as you noted, Andrew, of both the U.S. dollar and American stock markets have left the world, , at an extraordinarily overweight position to the dollar and to American assets.And that's against a backdrop where we're a fraction of the population. We're 25 percent of global GDP, and even with all of our great companies, we're still only 33 percent of the profit pool. So, we were at a place where not only was everyone overweight, but the relative valuation premia of American equity assets versus equities outside or rest of world was literally a 50 percent premium. And that really had us asking the question, is that really sustainable? Those kind of valuation premiums – at a point when all of these pillars, fiscal stimulus, monetary stimulus, globalization, are at these profound inflection points. Andrew Sheets: You mentioned monetary and fiscal policy a bit as being key to supercharging U.S. markets. Where do you think these factors are going to move in the future, and how do you think that affects this rebalancing idea? Lisa Shalett: Look, I mean, I think we went through a period of time where on a relative basis, relative growth, relative rate spreads, right? The, the dispersion between what you could earn in U.S. assets and what you could earn in other places, and the hedging ratio in those currency markets made owning U.S. assets, just incredibly attractive on a relative basis. As the U.S. now kind of hits this point of inflection when the rest of the world is starting to say, okay, in an America first and an America only policy world, what am I going to do? And I think the responses are that for many other countries, they are going to invest aggressively in defense, in infrastructure, in technology, to respond to de-globalization, if you will. And I think for many of those economies, it's going to help equalize not only growth rates between the U.S. and the rest of the world, but it's going to help equalize rate differentials. Particularly on the longer end of the curves, where everyone is going to spending money. Andrew Sheets: That's actually a great segue into this idea of globalization, which again was a major tailwind for U.S. corporations and a pillar of this American outperformance over a number of years.It does seem like that landscape has really changed over the last couple of decades, and yet going forward, it looks like it's going to change again. So, with rising deglobalization with higher tariffs, what do you think that's going to mean to U.S. corporate margins and global supply chains? Lisa Shalett: Maybe I am a product of my training and economics, but I have always been a believer in comparative advantage and what globalization allowed. True free trade and globalization of supply chains allowed was for countries to exploit what they were best at – whether it was the lowest cost labor, the lowest cost of natural resources, the lowest cost inputs. And America was aggressive at pursuing those things, at outsourcing what they could to grow profit margins. And that had lots of implications. And we weren't holding manufacturing assets or logistical assets or transportation assets necessarily on our balance sheets. And that dimension of this asset light and optimized supply chains is something in a world of tariffs, in a world of deglobalization, in a world of create manufacturing jobs onshore, where that gets reversed a bit. And there's going to be a financial cost to that. Andrew Sheets: It's probably fair to say that the way that a lot of people experience American exceptionalism is in their retirement account. In your view, is this outperformance sustainable or do you think, as you mentioned, changing fiscal dynamics, changing trade dynamics, that we're also going to see a leadership rotation here? Lisa Shalett: Our thesis has been, this isn't the end of American exceptionalism, point blank, black and white. What we've said, however, is that we think that the order of magnitude of that outperformance is what's going to close, , when you start burdening, , your growth rate with headwinds, right? And so, again, not to say that that American assets can't continue to, to be major contributors in portfolios and may even, , outperform by a bit. But I don't think that they're going to be outperforming by the magnitude, kind of the 450 - 550 basis points per year compound for 15 years that we've seen. Andrew Sheets: The American exceptionalism that we've seen really since 2009, it's also been accompanied by really unprecedented market imbalances. But another dimension of these imbalances is social and economic inequality, which is creating structural, and policy, and political challenges. Do these imbalances matter for markets? And do you think these imbalances affect economic stability and overall market performance? Lisa Shalett: People need to understand what has happened over this period. When we applied this degree of monetary and fiscal, stimulus, what we essentially did was massively deleverage the private sector of America, right? And as a result, when you do that, you enable and create the backdrop for the portions of your economy who are less interest rate sensitive to continue to, kind of, invest free money. And so what we have seen is that this gap between the haves and the have nots, those who are most interest rate sensitive and those who are least interest rate sensitive – that chasm is really blown out.But also I would suggest an economic policy conundrum. We can all have points of view about the central bank, and we can all have points of view about the current chair. But the reality is if you look at these dispersions in the United States, you have to ask yourself the question, is there one central bank policy that's right for the U.S. economy? I could make the argument that the U.S. GDP, right, is growing at 5.5 percent nominal right now. And the policy rate's 4.3 percent. Is that tight?Andrew Sheets: Hmm. Lisa Shalett: I don't know, right? The economists will tell me it's really tight, Lisa – [be]cause neutral is 3. But I don't know. I don't see the constraints. If I drill down and do I say, can I see constraints among small businesses? Yeah. I think they're suffering. Do I see constraints in some of the portfolio companies of private equity? Are they suffering? Yeah. Do they need lower rates? Yeah. Do the lower two-thirds of American consumers need lower rates to access the housing market. Yeah. But is it hurting the aggregate U.S. economy? Mm, I don't know; hard to convince me. Andrew Sheets: Well, Lisa, that seems like a great place to actually end it for now and Thanks as always, for taking the time to talk. Lisa Shalett: My pleasure, Andrew. Andrew Sheets: And that brings us to the end of part one of this two-part look at American exceptionalism and the impact on equity and fixed income markets. Tomorrow we'll dig into the fixed income side of that debate.Thank you as always, for your time. If you find Thoughts on the Market useful, let us know by leaving a review wherever you listen, and also tell a friend or colleague about us today.*****Lisa Shalett is a member of Morgan Stanley's Wealth Management Division and is not a member of Morgan Stanley's Research Department. Unless otherwise indicated, her views are her own and may differ from the views of the Morgan Stanley Research Department and from the views of others within Morgan Stanley.

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Lance Armstrong, Mari Holden, and Alison Tetrick break down Marianne Vos' nail-biting win at the finish of Stage 1 of the 2025 Tour de France Femmes Avec Zwift. They analyze Visma-Lease a Bike's tactics, Pauline Ferrand-Prevot's excellent lead-out, and what the implications are on the GC battle. The crew also previews what to expect on tomorrow's hilly stage to Quimper. Zwift: Zwift just made it easier than ever to get on the virtual roads. All Zwift-ready trainers come with the new Zwift Cog and Click installed, making them ready to ride from the box - no extras needed. Zwift-ready trainers start at just $299, meaning anyone can jump into world-class indoor training without breaking the bank. No excuses. Just ride! https://zwift.com Pique: Ready to optimize your recovery like a pro? Pique is offering up to 20% off for life, plus free gifts for our listeners, plus a 90-day money-back guarantee. Head to https://Piquelife.com/THEMOVE and experience it for yourself - because better sleep and peak recovery aren't a luxury, they're a necessity for every cyclist. You deserve to wake up clear, calm, and ready to take on your day.

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