Podcasts about Dow

David Bahnsen recaps Tuesday, June 16 market action with the Dow up 329 points (+0.64%) while the S&P fell over 0.5% and the Nasdaq dropped 1.15% as big tech/AI names sold off. Oil fell another 4.5% with WTI around $77, and the 10-year yield declined three basis points to 4.437%. Financials rallied about 1.5% (helping the Dow), with strength also in some healthcare names, while energy mostly continued lower. Bahnsen argues Monday's rally was less about Iran/Strait of Hormuz headlines and more a return to AI-tech momentum, which reversed Tuesday, framing the key market tension as AI momentum and valuations versus more fundamental sectors like REITs, healthcare, industrials, and staples. He also defines “first-year maximum drawdown” as the largest peak-to-trough decline in a stock's first year post-IPO. 00:00 Market Recap Overview 00:38 Sector Rotation Snapshot 01:31 Bonds and Tech Divergence 02:11 Debunking the Iran Rally 03:04 AI Momentum vs Fundamentals 04:07 What Drawdown Means 05:02 Wrap Up and Contact Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

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The World Cup is in full swing, and the excitement is palpable. From thrilling matches to surprising upsets, this tournament has already delivered. But it's not just about the soccer – it's also about the culture, the community, and the celebrations that come with it. In this episode, we're discussing the latest news from the World Cup, from Cape Verde's historic tie with Spain to the beer-fueled frenzy in Boston.The World Cup has brought people together, and it's not just the fans who are feeling the energy. Bars and liquor stores in Boston are running low on popular beer brands, thanks to the enthusiastic World Cup fans. Meanwhile, the business world is also taking notice, with the Dow climbing close to 500 points in response to a potential deal between the US and Iran. And in the world of entertainment, Taylor Swift's latest single is taking the top spot on the Billboard charts.But it's not all about the big names and big deals – there are also stories of community and celebration. From Cape Verde's fans taking to the streets to celebrate their team's tie with Spain, to the excitement building in New York City for the upcoming Taylor Swift wedding, there's a lot to be excited about. And with the World Cup matches heating up, it's anyone's guess what the next few days will bring.Tune in to this episode to hear more about the World Cup, the business world, and the latest news from the world of entertainment. We'll also be discussing the latest developments in the Taylor Swift wedding and the upcoming matches in the World Cup. Join us for a lively discussion that's sure to keep you on the edge of your seat.See omnystudio.com/listener for privacy information.

MRKT Matrix - Tuesday, June 16th Dow jumps 350 points as oil drop fuels economy bets; Chip rollover knocks Nasdaq (CNBC) The Trump-Iran Deal Allows Tehran to Immediately Sell Oil (WSJ) SpaceX Set to Overtake Amazon in Value as It Soars for Third Day (Bloomberg) SpaceX's $60 Billion Deal to Buy Cursor Gives It More AI Coding Power (WSJ) Goldman Tops $1 Trillion of M&A, Fastest Ever to Reach the Mark (Bloomberg) Economists bet on higher rates as Kevin Warsh takes reins at the Fed (FT) The Trump-Iran Deal Allows Tehran to Immediately Sell Oil (WSJ) Apple Plans Camera AirPods Alongside Upgraded Foldable iPhone in 2027 (Bloomberg) --- Subscribe to our newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://riskreversal.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

A high surf warning is in effect as the recent south swell is hitting the islands. We'll take a look at how lifeguards were impacted. Plus, a Kauai community is standing behind a long-standing teacher who lost her job after 33 years. Hear from a Chinese developer who is behind bars for allegedly smuggling aliens and having communist ties. What he has to say, as he fears retaliation. See omnystudio.com/listener for privacy information.

A pending peace deal with Iran sparks optimism as oil prices fall and the Dow hits an all-time high. The traders discuss what investors can expect from a potential end to the war and how that impacts the Fed decision at Warsh's first meeting as chairman later this week. SpaceX also soaring on its second day on the market, now reaching over 25% since its debut and raising over $85 billion. Then, Commodity Futures Trading Commission Chair Michael Selig talks all things perpetual futures and what regulation of prediction markets could look like. Plus, Fox Corporation seeing its worst day ever after announcing a potential Roku acquisition, and why kids in the UK might be logging off social media for good. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Today's Post - https://bahnsen.co/4eITc6m David Bahnsen covers a broad “around the horn” Monday Dividend Cafe, highlighting extreme SpaceX IPO trading volume as evidence of IPO mania rather than price discovery. Markets rallied on weekend news of a forthcoming U.S.-Iran agreement and a planned signing, with the Dow up 469 points, the S&P up 1.65%, and the Nasdaq up over 3%; technology led while energy fell, small caps continued to outperform, and the 10-year yield held near 4.47%. He notes key unknowns in the Iran deal (Hormuz terms, enforcement, uranium, funds). Economic and policy updates include May industrial production up 0.1%, falling homebuilder sentiment (35), and housing affordability bill uncertainty. He previews the FOMC meeting and Kevin Warsh's first press conference, cites the ECB's first hike in over three years, discusses lower oil and gasoline prices, answers a question on dividend growth returns, and closes celebrating the Knicks' first title in 53 years. 00:00 Welcome and Agenda 01:02 SpaceX IPO Mania 03:11 Markets Rally and Rotation 05:27 Iran Deal Unknowns 07:28 Economic and Policy Updates 09:13 Housing Sentiment Check 10:01 Central Banks and Fed Week 11:05 Oil and Gas Price Moves 11:50 Dividend Growth Q&A 13:37 Knicks Championship Moment 15:31 Closing Thanks Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

MRKT Matrix - Monday, June 15th Dow jumps 500 points, hits new record after Trump signs Iran deal memorandum (CNBC) Evercore ISI says landmark SpaceX IPO could reignite bull market, send S&P 500 to 9,000 (CNBC) AI is revolutionising the stock market (FT) How SpaceX's arrival impacts the stock market (Axios) Emboldened by SpaceX, Investors Are Piling Into All Things Space (WSJ) Anthropic scrambles after Trump administration freezes its top AI models (FT) Anthropic Block Marks US Reversal, Warning to Silicon Valley US Orders Anthropic to Block Foreign Access to Mythos (Bloomberg) --- Subscribe to our newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://riskreversal.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

SUMMARY DEL SHOW Futuros fuertes al alza con el NASDAQ liderando, seguido por $SPX y $DOW, tras un acuerdo preliminar de paz entre EE. UU. e Irán que apunta a reabrir el Estrecho de Hormuz. Crudo cae, rendimientos retroceden y el mercado ahora mira a la Fed, evaluando si menos presión energética puede abrir espacio para un tono menos agresivo. Minerales críticos vuelven al centro por la propuesta de Trump. $FOX acuerda comprar $ROKU por cerca de $22 Billones. $JNJ reporta datos fuertes para Talvey en mieloma múltiple.

We're following some breaking news out of Southern California where an Air Force B-52 bomber has crashed. President Trump is in Europe for the G-7 summit, where a signed memorandum of agreement with Iran is expected to be presented. And Honolulu police continue to investigate a pair of shootings early Sunday morning.See omnystudio.com/listener for privacy information.

Details on a multi-car wreck that snarled traffic on the H1 for hours. New technology coming to the Maui police department is stirring up some conversation. We hear from both sides of the debate over AI. GLP-1's are taking the nation by storm, how they are now impacting the retail industry as Americans slim down.See omnystudio.com/listener for privacy information.

Today we're broadcasting from the Midland Country Club as the Dow Championship has officially begun. Throughout our entire broadcast, we were joined by PGA Rules Official Mark Wilson. During that time, he and Huge talked about the Dow Championship, discussed the leaderboard, talked about the current state of the LPGA, PGA and LIV Tours, talked about some of the other great Golf events happening in Michigan this month, and so much more. In our first hour, we were also joined by former Major Leaguer john Vander Wal so he and Huge could give their thoughts on how the Tigers have played and gave their opinions on the path moving forward. We were then joined by our Soccer insider John Conlon so he and Huge could talk about the World Cup. They also previewed tonight's USA/Paraguay match, and much more. We were joined by Carlos Padilla who is the VP of Global Sports Marketing for Dow. Carlos filled us in on some of the new things you can find at this year's Dow Championship, talked about what it takes to get ready for a Tournament like this, talked about supporting the community, and more. In our second hour, we were joined by Nate Wangler who is part of the West Michigan Whitecaps Broadcast team. He filled us in on what it was like to have Tarik Skubal in town last weekend, gave his thoughts on Skubal's future with the Tigers, and more. In our final hour, we were joined by Bill Hobson from Michigan Golf Live. He talked with Bill and Mark about all of the star power at the Dow Championship, talked about the leaderboard and much more. We were then joined by Greg Heeres who is one of our Baseball insiders. He and Huge talked about how the Tigers have been playing, Greg told us how he can help you with succession planning, and more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

June 14, 2026, 9 AM; Much of the hype and money that is surrounding the event has spurred controversy, with critics saying it reeks of corruption. President Trump and some of his allies could personally benefit from the fight. The Trump Organization has also promoted a line of "Freedom 250" themed silver and gold medallions, priced from $250 to $12K, tied to the event. The "No Kings" movement will hold a counter-event to protest Trump's policies and what organizers calling "strongman politics." Sen. Cory Booker (NJ-D) joins The Weekend to discuss the latest on the UFC Freedom 250 event, Men's Mental Health, the Iran conflict and the confirmation of Todd Blanche to as Attorney General. For more, follow us on social media: Bluesky: @theweekendmsnow.bsky.social Instagram: @theweekendmsnow TikTok: @theweekendmsnow To listen to this show and other MS podcasts without ads, sign up for MS NOW Premium on Apple Podcasts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

June 14, 2026, 8 AM; The organizers aimed to represent a modern redefinition of the traditional presidential library with campaign memorabilia and artifacts on display, while also making room for public spaces like a new library, basketball court, gardens, a huge playbround and picnic area. As the New York Times points out, "It is a trip to a parallel universe, one suffused in earnest talk of hope and change, not dark warnings about American carnage, One marching toward a multiracial, progressive future rather than dismantling a suffocating woke tyranny." Valerie Jarrett, CEO of the Obama Foundation, and former Senior adviser to President Barack Obama joins The Weekend to discuss the opening of the Obama Presidential Center. For more, follow us on social media: Bluesky: @theweekendmsnow.bsky.social Instagram: @theweekendmsnow TikTok: @theweekendmsnow To listen to this show and other MS podcasts without ads, sign up for MS NOW Premium on Apple Podcasts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

De hele wereld zal het volgen: de eerste rentevergadering van de Federal Reserve onder de nieuwe voorzitter Kevin Warsh. De economie is wel toe aan een renteverhoging, eentje die de Europese Centrale Bank deze week al doorvoerde. De vraag is of Kevin Warsh al durft te volgen, of dat hij toch nog even aan de leiband van president Trump blijft hangen. In Beurs in Zicht stomen we je klaar voor de beursweek die je tegemoet gaat. Want soms zie je door de beursbomen het beursbos niet meer. Dat is verleden tijd! Iedere week vertelt een vriend van de show waar jouw focus moet liggen. Te gast: Nico Inberg van De Aandeelhouder BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

This is the Michigan Golf Live Radio June 13 edition featuring the LPGA Dow Championship at Midland Country Club. The Dow Championship is the LPGA's only team event and the ladies, fans, and community have embraced this event with tremendous support and enthusiasm. This edition of MGL Radio is packed with guests from Dow, players (Lexi and more!), fans, and a special contest where you can win your choice of shoes from Footjoy. Listen for contest details and our special coverage of the Dow Championship! ---------------- MGL 24/7 Listener Hotline - (989) 272-2383 - we want to hear from you! Subscribe to the MGL/FGN Podcast Watch our videos on YouTube  

In the latest phase of the ongoing Ward Village transformation, the longtime shopping center is set to close by the end of this month. One of the seven suspects charged in connection with a brutal assault on Oahu's North Shore appeared in court today. And the Maui Police Department has won approval of a big expansion of electronic policing tools, including cameras and drones assisted by artificial intelligence.See omnystudio.com/listener for privacy information.

De slotkoers van de grootste beursgang ooit is bekend. 160 dollar en 95 cent. SpaceX is 2.1 biljoen dollar waard en Elon Musk is biljonair. Bij OpenAI en Anthropic kunnen ze rustig ademhalen, want de markt is niet stuk. Integendeel: beleggers hebben opnieuw betaald voor de mythe van Musk en tonen zich bereid om verregaande bedragen te steken in de bizarre waarderingen van AI-bedrijven die dit jaar naar de beurs gaan. Tijdens het laatste uur van de beursdag maakten Donner Bakker, Jochem Visser en hun gasten een extra uitzending richting die laatste koers op de borden. Gast Johannes Smit, portfoliomanager bij het Centive Global Equity Fund van IBS, legt uit wat dit betekent voor de markt en voor beleggers. Hij bespreekt het verdere verloop van de koers nu er aandelen kunnen worden verkocht door insiders, terwijl indexen juist gedwongen gaan kopen. En hij legt uit waarom de verregaande zorgen van indexbeleggers wat hem betreft onterecht zijn. Gasten Joe van Burik en Ben van der Burg, techcommentatoren van BNR en makers van De Grote Tech Show, bespreken hoe dit bizarre bedrijf nu in elkaar steekt en hoe dat zo is gekomen. Natuurlijk moet Musk zelf ook nog even langs de lat worden gelegd. Is zijn effect op het universum nou netto positief, of negatief? Hint: er is een goeie discussie over te voeren. BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

PODCAST LAS NOTICIAS CON CALLE DE 12 DE JUNIO - Placas solares evitaron apagón mayor porque activaron sistema de baterías - El Vocero DACO presenta congelación de precios con tema del agua - WUNO Hoy sale SpaceX con valoración de 1.77 trillones a 135 la acción - Bloomberg Renuncia jefe de reconstrucción de PR por asuntos familiares confirma la gobernadora - Metro Bajo investigación del FEI el ex jefe de permisos y su jefa de personal - El Nuevo Día El ELA vuelve a estar en la palestar de los demócratas - El Nuevo Día 100 mil sin agua por avería en el Superacueducto tras el tanque de Pepsi no llenar y por eso se dan cuenta de avería - El Nuevo Día Federales investigan a cabildero de leyes de armas reporta Noticel Enmiendan acusación de Anthonieska - El Vocero Trump cambia de rumbo y nomina a nuevo jefe de inteligencia - Economist Se espera hoy Elon Musk se convierta en trillonario en teoría - Reuters UFC en Casa Blanca este domingo para celebrar el cumpleaños de Trump - WSJSi tienes T-Mobile, de seguro has disfrutado de los beneficios EXCLUSIVOS de los T-Mobile Tuesdays. • Yo he aprovechado descuentos en gasolina –que ahora más que nunca vienen bien- mantecados, revelado de fotos gratis, boletos exclusivos para conciertos top, y más.• Y este mes ya se cumplen 10 años desde que los clientes de T-Mobile tienen los mejores perks, sorpresas y descuentos cada martes en el app de T-Life.• Que, by-the-way, no es solo los martes, puedes redimir ofertas toda la semana.• Para celebrar, este mes de junio T-Mobile te trae unas ofertas especiales, bien brutales de tus cosas favoritas y de algunas nuevas. • Así que, descarga el app de T-Life para que no te pierdas una y que T-Mobile te siga poniendo a'lante.#tmobile#incluyeauspicio Alcaldes piden seguir cobrando impuestos de construcción aunque proyectos sean con fondos federales - El Nuevo Día El Senado pospuso el P. del S. 1096 de Rivera Schatz, que le quitaría a la jueza presidenta Oronoz el control de la Rama Judicial CDobleta se declara culpable, pero no de asesinato, sus compañeros del crimen sí cogerían perpetua por asesinato de agente y evitando pena de muerte - El Nuevo Día Suben las quiebras considerablemente en PR, quiebran 16 personas y negocios por día - El Nuevo Día Ayden Owens Delerme no va para los centroamericanos de RD - El Nuevo DíaTrump declara emergencia energética en el sureste tras el grid no dar a basto con demanda en ola de calor - Bloomberg CEE dice que va a tener tecnología nueva para próximas elecciones - El Vocero Trump canceló los ataques a Irán y asegura que el acuerdo se firma la semana que viene - Bloomberg Baja el precio del petróleo 4% tras anuncios - Oil Price FISA Sección 702 se apaga esta medianoche y con eso se fue la Cámara por lo que ahora será mucho más difícil el espionaje y seguridad nacional - The Guardian ¿Qué tiene el posible acuerdo con Irán? Estrecho de Ormuz reabre de inmediato sin peajes, Irán recibe alivio de sanciones Se extiende tregua de 60 días (incluyendo el Líbano). Un borrador iraní menciona liberar $24,000 millones en activos congelados. Lo mediaron Qatar y Pakistán. Esto sería mucho más de lo que le dio Obama y Trump barrió el piso con ese acuerdo previo Arrancó el Mundial 2026: 48 equipos, tres países, México 2-0 en primer juego - Semafor LOS DATOS DEL DÍA Brent:$89.38/barril (▼4% · mínimo desde marzo) Diésel (retail EE.UU.):$5.21/galón S&P 500:7,394.30 (▲1.75%) Dow:50,848.75 (▲1.86%) Nasdaq:25,809.66 (▲2.54%) Bono 10Y del Tesoro:4.55% Euro/USD:1.154 Gas natural:$3.19/MMBtu Tasa hipotecaria 30Y:6.52%

MRKT Matrix - Friday, June 12th Dow gains 300 points as SpaceX soars in debut, U.S.-Iran deal nears (CNBC) SpaceX Shares Extend Gain to 30% in Trading Debut (Bloomberg) SpaceX hit with sell rating by CFRA shortly after IPO (CNBC) SpaceX's ‘out-of-this-world' valuation supported by its rocket launch ‘moat,' says Wolfe Research (CNBC) Goldman and Morgan Stanley to Pocket $100 Million Each In SpaceX IPO Fees (WSJ) After SpaceX's huge IPO, Americans' financial future will be bound to AI (The Guardian) Highest Number of S&P 500 Earnings Calls Citing “AI” Over the Past 10 Years (FactSet) For Warsh as Fed chair, silence may be the point (CNBC) --- Subscribe to our newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://riskreversal.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

Tariffs, rate concerns, geopolitical uncertainty — the headlines make it easy to wonder whether now is the right time to sell your software company. Corum Group CEO [Name] breaks down the actual data behind tech M&A valuations over the last decade, and the picture is more compelling than most CEOs realize.   With the Dow at 50,000, stable multiples across all six tech sectors, and over $6 trillion in capital available for tech acquisitions, the fundamentals have never been stronger. If you're asking yourself whether to wait — this video is for you.   Subscribe for weekly Tech M&A insights from Corum Group. Join a Corum Tech M&A Educational Event: https://www.corumgroup.com/events Learn more: https://www.corumgroup.com/   Key takeaways: The Dow crossing 50,000 reflects a decade of compounding resilience — not a bubble — and strong capital markets fuel M&A activity. Tech M&A valuations have been remarkably stable over the last 10 years when you strip out the anomalous 2020–2021 pandemic spike. A normalized, mature market is a functional one — it's a better environment for getting deals done than a frothy one. The buyer pool has expanded significantly — Corum is actively tracking over 19,000 potential acquirers across six tech sectors. There is over $6 trillion in available capital waiting to be deployed into tech acquisitions and investment. The demand side of the tech M&A market isn't weakening — it's deepening. For CEOs weighing whether to wait, the data suggests the opportunity right now is as strong as it has ever been.   Chapter: 0:00 Introduction — cutting through the noise 0:24 The Dow at 50,000 — what it means for M&A 0:55 Should you wait to sell? 10 years of valuation data 1:41 Why a normalized market is actually good for deals 2:00 The expanding buyer pool — 19,000+ active acquirers 2:33 $6 trillion in dry powder waiting to be deployed 2:42 The bottom line — why now is the moment to act  

The stock market rallied significantly today, with the Dow closing up 929 points, as President Trump announced a deal with Iran. The news came after a week of heightened tensions in the Middle East, with oil prices plummeting on the prospect of a US strike on Iran. But what does this deal mean for the market, and what's next for the global economy? Frank Mottek is joined by John Kilduff, a prominent oil industry analyst, shares his insights on the current market situation and what investors can expect in the coming weeks. We also discuss the impact of the deal on oil prices and the potential effects on the global economy. The deal, which is still in its early stages, appears to address several key issues, including the removal of sanctions on Iran and the country's nuclear program. But as our guest points out, there are still many uncertainties surrounding the agreement, and its success is far from guaranteed. We also explore the potential consequences of a failed deal and what that would mean for the market. If you're interested in staying up-to-date on the latest market news and analysis, tune in to this episode to hear our expert's take on the situation.See omnystudio.com/listener for privacy information.

We're learning more about the 70-year-old man who was murdered in Liliha yesterday. A 48-year-old Haiku man is dead after a motorcycle crash in Makawao. And on Maui, an armed robbery suspect is still at large after a shooting and carjacking yesterday near a popular beach park.See omnystudio.com/listener for privacy information.

A manhunt for the suspect in a violent carjacking on Maui. What police tell us about the current risk to the community. Plus, a Hawaii lawmaker leads a charge to keep handguns out of the mail. We hear from both sides on the issue. Are you looking for a job? Get ready to deal with artificial intelligence. Tips on how you can stand out as AI takes a bigger role in the hiring process.See omnystudio.com/listener for privacy information.

One of the seven suspects charged in connection with a brutal assault on Oahu's North Shore appeared in court today. Police tell us the man and a 36-year-old woman got into a fight just before 11 last night, near the Guardrails surf spot in the Maili area. And a manhunt continues on Maui for the armed robber who shot a non-lethal gun at two people before taking their car in Haiku on Wednesday.See omnystudio.com/listener for privacy information.

U.S. Rep. Jill Tokuda, D, Hawaii, and dozens of other members of Congress are urging the U.S. Postal Service to withdraw a proposed rule that would expand the types of firearms allowed to be mailed through the postal system. On Maui, an armed robbery suspect remains at large after a violent carjacking Wednesday morning along Hana Highway.See omnystudio.com/listener for privacy information.

We were joined by Carlos Padilla who is the VP of Global Sports Marketing for Dow. Carlos filled us in on some of the new things you can find at this year's Dow Championship, talked about what it takes to get ready for a Tournament like this, talked about supporting the community, and more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Today we're broadcasting from the Midland Country Club as the Dow Championship has officially begun. Throughout our entire broadcast, we were joined by PGA Rules Official Mark Wilson. During that time, he and Huge talked about the Dow Championship, discussed the leaderboard, talked about the current state of the LPGA, PGA and LIV Tours, talked about some of the other great Golf events happening in Michigan this month, and so much more. In our first hour, we were also joined by former Major Leaguer john Vander Wal so he and Huge could give their thoughts on how the Tigers have played and gave their opinions on the path moving forward. We were then joined by our Soccer insider John Conlon so he and Huge could talk about the World Cup. They also previewed tonight's USA/Paraguay match, and much more. We were joined by Carlos Padilla who is the VP of Global Sports Marketing for Dow. Carlos filled us in on some of the new things you can find at this year's Dow Championship, talked about what it takes to get ready for a Tournament like this, talked about supporting the community, and more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tot de sterren en daar voorbij. SpaceX is nu van de belegger: het ruimtevaartbedrijf is genoteerd aan Wall Street. Het is de grootste beursgang aller tijden. Deze aflevering hoor je wat er achter de schermen van deze beursgang gebeurt. Hoe de prijs tot stand komt, hoe de toekomst van het aandeel eruit ziet en waar het geld verdiend gaat worden. Ook gaan we je voorstellen aan Gwynne Shotwell. Dat is de vrouw die de dagelijkse leiding op zich neemt (en dus niet Elon Musk). Het is ook de aflevering waar we kijken naar andere, aanstaande beursgangen. Die van Anthropic en OpenAI. Is daar onder particulieren nog wel geld voor? En welke beursgang wordt het meest succesvol? Genoeg over beursgangen, laten we het hebben over overnames! Adyen neemt een Amerikaans bedrijf over. We kijken of ze dat verder helpt. Hebben we het ook over een mogelijke overname van ING, in België. Te gast: Nico Inberg van De Aandeelhouder (die aandelen SpaceX kocht) BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

The administration launches another round of attacks on Iran, as Trump claims the US got 100 million barrels of oil through the Strait of Hormuz without Tehran's knowledge. Then, the Dow loses over 900 points and Trump's surprising response to the worst inflation report in three years. Plus, the President continues to float the idea of government stakes in AI companies, insisting the move will make Americans rich. David Rohde, Mychael Schnell, Joel Payne, Andrea Flores, and Sabrina Siddiqui join The 11th Hour. To listen to this show and other MS podcasts without ads, sign up for MS NOW Premium on Apple Podcasts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Today's Headlines: Bill Gates testified before the House Oversight Committee that Epstein tried to blackmail him after he tried to distance himself, saying he never went to the island or witnessed criminal conduct — the standard answer at this point — while a New York Times excerpt from an upcoming Haberman/Swan book revealed the White House Situation Room freakout over the Epstein files last July, with JD Vance emerging as a conspiracy theorist who wanted full file release and suggested Tucker Carlson interview Ghislaine Maxwell to clear Trump, while the administration quietly panicked over a specific sex allegation about Trump. On the war beat, the US launched strikes for the second consecutive night, Pete Hegseth announced they would "negotiate with bombs," Iran responded by attacking Bahrain and Kuwait and closing the Strait of Hormuz with a shoot-on-sight policy for any ship attempting to pass — the Dow fell nearly 1,000 points, the Nasdaq closed down 2%, inflation came in at 4.2% the worst in three years driven by energy prices, and Trump said "I love the inflation," which he said out loud. New reporting found at least 500 babies and toddlers in ICE custody during Trump's second term, averaging 25 per day and ten times higher than under Biden. The EU warned Albania that the Kushner Sazan Island resort could jeopardize their EU membership bid, as tens of thousands of Albanians enter their tenth day of protests. The White House launched an official "Media Offenders" page categorizing journalists under headers like "Left-Wing Lunacy" and "Malpractice." And finally, Nancy Mace abandoned her congressional seat to run for South Carolina governor, finished fifth in the primary, and announced she's "headed back to the private sector as the founders intended." Resources/Articles mentioned: NYT: Bill Gates Says Epstein Tried to Use His Extramarital Affairs Against Him NYT: Inside Trump's White House, the Epstein Files Caused a Freako NYT: Live Updates: U.S. Strikes Iran Again After Trump Says Talks Are Taking Too Long Reuters: Iran announces closure of Strait of Hormuz after US attacks WSJ: Stock Market Today: Dow, Nasdaq Open Lower; Inflation Rises to 4.2% — Live Updates CNBC: CPI inflation report May 2026: Prices rose 4.2% annually MS Now: Jacob Soboroff: ICE detained over 500 babies and toddlers under Trump The Independent: Trump administration says Somali referee denied US entry over links to ‘terror organisation' suspects Noise 11: Trump White House ‘Media Offenders' List Sparks New Press Freedom Debate In America Euronews: ‘Act without delay': Brussels warns Albania over Trump-linked resort project The Hill: Mace ‘headed back to private sector' after congressional term ends Subscribe to the Betches News Room and join the Morning Announcements group chat. Go to: betchesnews.substack.com Morning Announcements is produced by Sami Sage and edited by Grace Hernandez-Johnson Learn more about your ad choices. Visit megaphone.fm/adchoices

Brian Szytel recaps a sharp market reversal after a broad sell-off tied to Iran war rhetoric gave way to gains on news of progress toward a deal, with the Dow up about 900 points, the S&P 500 up 1.7%, and the Nasdaq up 2.25%. He notes meaningfully lower interest rates (10-year down 9 bps to ~4.45%) and oil's reduced sensitivity to Strait of Hormuz headlines as shipping reroutes and supply adjustments develop. Economic data included a hotter-than-expected headline May PPI (1.1%) but cooler core PPI (0.4%) alongside slightly worse initial jobless claims (229k). He highlights earnings growth concentration in energy (+117%) and technology (~60%) versus weak growth in consumer discretionary and financials, and responds to a college grad's question by framing AI as a tool, emphasizing human trust and expressing optimism about job opportunities. 00:00 Welcome and Setup 00:23 Market Reversal Rally 01:38 Rates and Oil Calm 02:41 PPI Inflation Breakdown 03:52 Jobless Claims Update 04:05 Earnings Sector Split 05:48 AI and Entry Jobs 07:21 Closing Remarks 07:37 Disclosures and Disclaimer Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

MRKT Matrix - Thursday, June 11th Dow surges 900 points after Trump says U.S. will soon sign deal with Iran, oil falls (CNBC) SpaceX's IPO Raises $75 Billion in Biggest Debut of All Time (Bloomberg) Short Seller Chanos Is Bearish on SpaceX Valuation Fueled by ‘Hopes and Dreams' (Bloomberg) OpenAI Considers Drastic Price Cuts, Anticipating War for Users With Anthropic (WSJ) Meta's Subscription Push Exposes Its Weak Hand in AI (WSJ) New Fed chief may soon be forced to defy Trump and raise interest rates (Washington Post) China Is Propping Up the World Economy by Importing a Lot Less Oil (WSJ) --- Subscribe to our newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://riskreversal.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

Blackrock's Rick Rieder maps out his forecast for the market, Fed and upcoming IPOs. Plus, Goldman Sachs' Tony Pasquariello gives his instant reaction to the Dow's big jump during the last hour of trading today. And, Oliver Renick looks at the options in space stocks ahead of SpaceX's highly anticipated market debut. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The stock market had a rough day, with the Dow closing nearly one thousand points down and the S&P 500 and Nasdaq also experiencing significant losses. The latest inflation reading showed consumer prices rising 4.2% on an annual basis, the highest in three years, but investors seem to be taking it in stride. Meanwhile, the US and Iran are exchanging blows in the Middle East, with oil prices spiking as a result. In this episode, we dive into the latest market news and expert analysis, including the impact of the inflation reading and the geopolitical tensions. The market reaction to the inflation news was swift, with stocks pulling back, but experts say the effects will be short-lived. The US economy is expected to continue growing, with a possible recession on the horizon, but the question is when will the government's spending catch up with reality. We also discuss the upcoming SpaceX IPO, which is expected to be the biggest in history, and how it may impact the market. With the US and Iran's tensions escalating, the world is watching to see how this will play out. Frank Mottek is joined by expert Daniel Ives, Managing Director and Global Head of Technology Research at Wedbush Securities, shares his insights on the market and the impact of the SpaceX IPO. He believes that the market is experiencing a "gut check moment" due to the geopolitical tensions and the SpaceX IPO. We also talk to prominent economist Christopher Thornberg about the latest inflation reading and its effects on the economy.See omnystudio.com/listener for privacy information.

SUMMARY DEL SHOW Rebote amplio tras el anuncio de Washington de que “completó” sus ataques en Irán. NASDAQ lidera, seguido por $SPX y $DOW, con yields bajando un poco en modo alivio. Hoy manda macro. PPI esperado en 0.7% m/m y 6.4% a/a, más jobless claims, en un tape que sigue sensible a energía y titulares. $ORCL se desploma por un plan de CapEx agresivo hacia 2027, el sector espacial se recalienta rumbo al debut de $SPCX, $WMT y Wing escalan entregas por dron, y $BABA con $JD sienten presión regulatoria por el 618.

We just wrapped up our Hacking for Defense class at Stanford. This was the 11th year we've taught Hacking for Defense, and the impact of asymmetric warfare, (drones, off-the-shelf technologies, etc.,) disruptive technologies (AI, commercial access to space) and a startup friendly DoW acquisition system – make it feel like a much different class than the previous classes.

A murder investigation in Liliha. The details of a 70-year-old man being dead, and a man half his age is in custody. Another potential hurdle for payments to Maui wildfire survivors. More on the recent ruling that could be challenged. A weekend celebration bringing together Hawaii, Japan, and the Pacific. Casey Lund is live this morning with a preview.See omnystudio.com/listener for privacy information.

A man in his 70s is dead after he was apparently attacked in Liliha. Meanwhile, on Kauai, Sergio Reyes Hernandez has been identified as the victim of an alleged murder in Hanalei on Saturday. And we're learning new information about an ongoing manhunt for a Hawaii couple on the FBI's new Most Wanted Fraudsters list.See omnystudio.com/listener for privacy information.

Today we're broadcasting from the Midland Country Club as the Dow Championship has officially begun. Throughout our entire broadcast, we were joined by PGA Rules Official Mark Wilson. During that time, he and Huge talked about the Dow Championship, discussed the leaderboard, talked about the current state of the LPGA, PGA and LIV Tours, talked about some of the other great Golf events happening in Michigan this month, and so much more. In our first hour, we were also joined by Jim Fitterling who is the CEO of Dow. He and Huge talked about how great it is to have the Dow Championship back in Midland, talked about the great impact it has on the community, talked about Dow and their Worldwide partnerships, discussed the importance of inclusion, talked about the growth of the Dow Championship and much more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

We were joined by Jim Fitterling who is the CEO of Dow. He and Huge talked about how great it is to have the Dow Championship back in Midland, talked about the great impact it has on the community, talked about Dow and their Worldwide partnerships, discussed the importance of inclusion, talked about the growth of the Dow Championship and much more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Voor het eerst sinds 2023 verhoogt de Europese Centrale Bank de rente. Volgens ECB-baas Christine Lagarde en haar collega's is dat nodig, omdat de inflatie op een veel te hoog niveau ligt. Boosdoener: de oorlog in Iran. Deze aflevering kijken we wat deze verhoging (en eventueel andere verhogingen) voor je aandelen betekent. Welke bedrijven er last van krijgen en welke er juist winnen. En wat de stap van Kevin Warsh gaat zijn. Je weet wel, de nieuwe baas van de Amerikaanse centrale bank. Moet hij nu óók de rent verhogen? Verder hebben we het over Elon Musk in Brabant. Die spreekt het personeel van ASML toe. Musk brengt veel potentiële orders met zich mee, maar levert ook veel gezeik op voor de directie. Het personeel zit namelijk niet op hem te wachten. Nu we het toch over Brabant en chips hebben: Nederlandse startups krijgen een zak met geld van de overheid. Het kabinet stel namelijk meer geld beschikbaar voor investeringen in deeptech, zoals chip- en kwantumtechnologie. Er gaat nog eens 360 miljoen euro naar het zogeheten Deep Tech Fonds. Ook hoor je over Ryanair. Dat denkt er aan om mensen te laten betalen voor het toiletbezoek. En we hebben het over Oracle. Dat heeft een goed kwartaal achter de rug, maar beleggers vrezen voor wat komende gaat. Vooral over de investeringen die Oracle wil doen. Te gast: Jim Tehupuring van 1Vermogensbeheer BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

From The Bahnsen Group's West Palm Beach office on June 10, Brian Szytel recaps a broad market sell-off driven by a continued rotation out of overvalued tech/semiconductors and later by news the U.S. would resume strikes on Iran, after an initially encouraging CPI report helped markets rebound mid-morning. The Dow fell 953 points (1.87%) to session lows, with the S&P 500 down 1.6% and Nasdaq down 2%. Headline CPI for May was 0.5% (4.2% year over year), while core CPI was cooler at 0.2% (2.9% year over year), which he views as encouraging amid strong growth and employment. He notes oil rose but markets seem more desensitized as supply chains adapt. He also answers that splitting between a dividend growth portfolio and the S&P 500 is not a hedge due to high correlation; true hedging comes from asset allocation across stocks, bonds, alternatives, real assets, and cash. 00:00 Market Selloff Recap 01:26 CPI Surprise and Fed Focus 03:13 Middle East Risks and Oil 03:50 Oil Market Adapts 04:29 Ask TBG Portfolio Hedging 05:08 Real Hedging Asset Allocation 06:00 Wrap Up and Sign Off Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

   In this episode of WarDocs, Army Deputy Surgeon General Dr. Lance Raney discusses the past, present, and future of military medicine. The conversation begins with Dr. Raney's early journey from a collegiate scholarship athlete to a Family Medicine physician, exploring how his clinical roots in "small-town" Army medicine established the decision-making framework necessary for high-level strategic leadership. Drawing on his experience as a Brigade Surgeon with the 172nd Stryker Combat Team in Iraq, Dr. Raney emphasizes the life-saving importance of empowering medics at the point of injury and the necessity of critical thinking in the face of unexpected clinical challenges.    The dialogue then shifts to the complexities of the current military healthcare landscape, particularly the transition to the Defense Health Agency and the integration of medical readiness with healthcare delivery. Dr. Raney provides a candid look at the challenges of navigating systemic changes during the COVID-19 pandemic and the implementation of MHS GENESIS, noting that leadership through influence is now more vital than ever. He shares a personal and powerful account of his time at Womack Army Medical Center, discussing how patience and trust in the military justice system reinforced his commitment to servant leadership and organizational resilience.    A major focus of the episode is the Army's strategic pivot toward Large Scale Combat Operations (LSCO). Dr. Raney details how the "Golden Hour" of evacuation is being replaced by the reality of prolonged field care, requiring a fundamental overhaul of medical training. He explains the expansion of the Army paramedic program and the development of high-tech solutions like Artificial Intelligence for triage and decision support. These innovations are designed to augment the front-line provider's ability to manage casualties in austere, communication-denied environments where resources are strictly limited.    Finally, Dr. Raney offers profound career advice for the next generation of healthcare professionals. He encourages students and young officers to become the experts their patients expect and to seek "Purpose Plus"—the unique fulfillment found in serving the extended family of the American soldier. By focusing on legacy and the impact left in others, Dr. Raney illustrates why military medicine remains one of the most rewarding paths a clinician can choose. Chapters (00:00-06:28) Foundations of a Career in Army Medicine (06:29-11:04) The Clinical Roots of Strategic Leadership (11:05-17:40) Lessons in Combat Casualty Care (17:41-31:35) Command Philosophy and Navigating Systemic Transitions (31:36-45:47) Preparing for Large-Scale Combat Operations and the Role of AI (45:48-50:52) Advice for the Next Generation and Finding Your Purpose Chapter Summaries (00:00-06:28) Foundations of a Career in Army Medicine: Dr. Raney details his path from a lifeguard and ROTC cadet to becoming a Family Medicine physician. He shares how he came to view the Army as his "small town" where everyone shares a common mission and community. (06:29-11:04) The Clinical Roots of Strategic Leadership: The discussion centers on how high-volume primary care at Fort Sill developed the critical decision-making skills needed for senior leadership. Dr. Raney explains how clinical encounters taught him to synthesize information and negotiate solutions under pressure. (11:05-17:40) Lessons in Combat Casualty Care: Reflecting on his deployment to Iraq, Dr. Raney emphasizes the life-saving impact of well-trained medics at the point of injury. He recounts a specific junctional injury save that demonstrated the importance of critical thinking over rote skill repetition. (17:41-31:35) Command Philosophy and Navigating Systemic Transitions: This segment covers Dr. Raney's experience commanding large medical centers and his time as a liaison during the Defense Health Agency transition. He discusses the challenges of separating healthcare from readiness and the personal lessons learned while trusting the system during a difficult investigation. (31:36-45:47) Preparing for Large Scale Combat Operations and the Role of AI: The conversation shifts to the strategic preparations for LSCO, where the traditional "Golden Hour" may no longer exist. Dr. Raney explores the expansion of paramedic training and the potential for AI to assist in triage and clinical decision support on the battlefield. (45:48-50:52) Advice for the Next Generation and Finding Your Purpose: To conclude, Dr. Raney offers career advice focused on achieving clinical expertise and finding "Purpose Plus" within the military. He shares his hope of leaving a legacy through the people he has trained and the lives he has touched. Take Home Messages Master Your Craft: Becoming an expert in your specific clinical field is the fundamental requirement for all military medical professionals. True education happens after residency when you apply your skills to real-world patient outcomes and learn from continuity of care. Lead to Purpose: Leadership should not be about the commander but about enabling others to own their piece of the mission. When a team understands their purpose, they move from just doing a job to providing meaningful interventions that change lives. Prepare for Prolonged Care: In future conflicts, the luxury of rapid evacuation will be limited, requiring medical teams to hold patients for much longer durations. Success will depend on the individual's ability to think critically and utilize limited resources in the face of unsolvable problems. Embrace Systemic Ownership: Tactical problems are often best solved by those at the tactical level rather than waiting for higher headquarters to provide a solution. Understanding that resources are finite at the strategic level empowers local leaders to take initiative and resolve issues independently. Seek Purpose Plus: Serving in the military provides a unique opportunity to practice medicine on an "extended family" that shares your core values. This sense of shared purpose turns the daily grind into a lifelong mission of service to the nation and its warriors.   Episode Keywords Army Medicine, Dr. Lance Raney, Military Medicine, WarDocs Podcast, LSCO, Large Scale Combat Operations, Combat Casualty Care, Prolonged Field Care, Army Surgeon General, Defense Health Agency, DHA Transition, Medical Readiness, Combat Medic Training, Paramedic Program, TCCC, Leadership Philosophy, Army Family Medicine, Battlefield Trauma, Medical AI, Triage Technology, Military Healthcare, Army ROTC, HPSP, Tactical Medicine, Operational Readiness, Clinical Excellence, MHS Governance. Hashtags #MilitaryMedicine, #ArmyStrong, #WarDocs, #Leadership, #CombatCasualtyCare, #MedicalReadiness, #LSCO, #MedEd   Honoring the Legacy and Preserving the History of Military Medicine The WarDocs Mission- WarDocs exists to honor the legacy of Military Medicine, preserve its history, and inspire every generation — across all Services, Corps, and Ranks — to serve with excellence and pride. Through mentorship, coaching, and education, we equip those considering, entering, and serving in military medicine with the knowledge, connections, and community they need to thrive. We celebrate Who we are, What we do, and, most importantly, How we serve Our Patients, the DoW, and Our Nation.   Find out more and join Team WarDocs at https://www.wardocspodcast.com/ Check our list of previous guest episodes at https://www.wardocspodcast.com/our-guests Subscribe and Like our Videos on our YouTube Channel: https://www.youtube.com/@wardocspodcast Listen to the “What We Are For” Episode 47. https://bit.ly/3r87Afm   WarDocs- The Military Medicine Podcast is a Non-Profit, Tax-exempt-501(c)(3) Veteran Run Organization run by volunteers. All donations are tax-deductible and go to honoring and preserving the history, experiences, successes, and lessons learned in Military Medicine. A tax receipt will be sent to you. WARDOCS documents the experiences, contributions, and innovations of all military medicine Services, ranks, and Corps who are affectionately called "Docs" as a sign of respect, trust, and confidence on and off the battlefield, demonstrating dedication to the medical care of fellow comrades in arms.     Follow Us on Social Media Twitter: @wardocspodcast Facebook: WarDocs Podcast Instagram: @wardocspodcast LinkedIn: WarDocs-The Military Medicine Podcast YouTube Channel: https://www.youtube.com/@wardocspodcast        

MRKT Matrix - Wednesday, June 10th Dow tumbles nearly 900 points, hitting session low into the close (CNBC) US Inflation Picks Up to Three-Year High, Eroding Paychecks (Bloomberg) Governments Sell Bonds at Record Pace as Spending Soars (Bloomberg) Musk Stock Fans Say ‘The More, The Better' in SpaceX IPO Frenzy (Bloomberg) How AMD Is Mimicking Nvidia's Circular Funding Deals (Barron's) Apple Is Handing a Lot of AI Power to Its Huge Rival Google (Bloomberg) Trump's AI fund idea is good politics, but bad economics (FT) --- Subscribe to our newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://riskreversal.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

Dr. Bob joins Dorri for a mid-year pulse check, approximately six months after the Club's most recent Annual Economic & Market Outlook. The stakes are high and the signals are mixed. In a moment defined by shifting economic indicators, geopolitical tension, and evolving market confidence, business leaders are looking for clarity they can trust. This podcast episode features Dr. Bob Froehlich, Former Vice Chairman, Deutsche Asset Management, and a long-time speaker for The Executives' Club of Chicago's Annual Economic Outlook. Dr. Bob shares insights on key economic indicators from interest rates to inflation, following his 2025 prediction that the Dow could reach 50,000 by 2026 and his appearance during this year's Annual Economic Outlook. At a time when trust in markets and forecasts is being tested, this conversation focuses on clear analysis, practical perspective, and the opportunities ahead.   Subscribe on Apple, Spotify, YouTube, or wherever you listen to podcasts. Thank you to our podcast sponsor, Shure Incorporated. For nearly 100 years, Shure Incorporated has developed best-in-class audio products that provide high-quality performance, reliability and value. Headquartered in Niles, Illinois, our history of innovation and expertise in acoustics, wireless technology, and more enables us to deliver seamless, transparent audio experiences to a global audience. Our diverse product line includes world-class wired and wireless microphones, networked audio systems and signal processors, conferencing and discussion systems, software, a loudspeaker, and award-winning earphones and headphones. Find Shure on: Facebook | LinkedIn | Instagram

PODCAST LAS NOTICIAS CON CALLE DE 9 DE JUNIO - OpenAi (ChatGPT) va a la bolsa de valores para que le des de tu dinero, piden que USA compre parte de su valor - CNBCVienen fuegos forestales por sequía y calor extremo - El Vocero Alcalde de San Juan y la AAA llegan a acuerdo que pone de asesor a Roberto Martínez - Jay Fonseca PR Ambientalistas advierten de que quemar basura es la peor opción - El Vocero Guardia Nacional pa llevar agua cuesta 4 mil al día - El Vocero Gen Z casi no bebe, pero fuma de vicio - El Vocero 5 escuelas charters adicionales - El Nuevo Día Comisión del Senado aprueba cambios a los tribunales - El Nuevo Día Legislador propone no pagar IVU en restaurantes por 90 días por gastos de inflación - Primra Hora Proponen obligar a que pongan tomas eléctricas en condominios -Primera Hora Piden justicia salarial en Guaynabo para los policías municipales - El Nuevo Día Jonathan Bomba González trabaja en casino y es campeón mundial de boxeo y va contra el invicto mexicano Abraham Pérez Cerca de 9,000 abonados de la AAA siguen sin agua hoy tras las fallas en la planta La Plata, el Superacueducto y la estación Finca Rosso, y la crisis ya escaló al CapitolioInforme de la ONU sobre CUBA habla de crisis humanitaria y mortalidad infantil duplicada Siempre innovando y con los mejores beneficios, MCS Personal Directo te ofrece cubiertas accesibles para que cuides de tu salud y la de los tuyos.Con una amplia red de proveedores de más de 15,000 médicos de libre selección. Reembolso de hasta $40 mensuales por membresía a un gimnasio o por un entrenador personal debidamente certificado. Asistencia en el hogar para servicios de cerrajería, plomería y electricidad de hasta $350 por evento hasta 4 veces al año.¡Únete HOY a la gran familia de MCS!¡Salud que completa tu vida! Llama al 787.945.1259 y oriéntate.Endoso pagado#mcs#incluyeauspicio China exporta a toda máquina con todo y aranceles, pero por dentro está flaca - Bloomberg GSK acordó comprar a la biotecnológica Nuvalent en efectivo por $10.6 mil millones - CNBC El espionaje FISA vence el viernes por un lío que creó la propia Casa BlancaLOS DATOS DEL DÍABrent: ~$94.00/barril (bajó tras tocar $98 cuando Irán frenó los ataques)Diésel (EE.UU., on-highway): ~$3.9/gal aprox. — la EIA actualiza HOY; confirmar antes de cámaraS&P 500: 7,405.73 (+0.30%)Dow: 50,786.01 (−0.16%)Bono 10Y del Tesoro: 4.54% (+0.02)Euro/USD: 1.1508 (mínimo desde el 6 de abril)Gas natural (Henry Hub): ~$3.05/MMBtuTasa hipotecaria 30Y: 6.53%

Brian Szytel reports from West Palm Beach on a volatile market stretch driven by stronger-than-expected jobs data, renewed tech weakness, and Middle East uncertainty. The Dow rose 86 points while the S&P 500 fell 0.25% and the Nasdaq dropped 1%, as equal-weight S&P outperformed cap-weighted by over 100 bps and the 10-year yield fell to 4.52%. He notes the tech sector's nine-week 47% rally is seeing froth and sharp daily swings, alongside widening market breadth and sector rotation. Szytel urges investors to focus on fundamentals rather than popularity and dismisses warnings of simultaneous “cycle” peaks as largely unknowable and hindsight-driven. Economic updates include slightly softer NFIB optimism (still near historical average), a narrower April trade deficit to $55B, and existing home sales up 3.2% to about 4.2M. 00:00 Market Rollercoaster Recap 01:18 Tech Selloff And Rotation 02:16 Stick With Fundamentals 03:16 Ray Dalio Cycle Warnings 04:45 Quick Economic Calendar 05:39 Wrap Up And Sign Off Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

High-level policy decrees and exciting national security headlines don't win wars. Execution does.This week, Meagan Metzger (Founder & CEO of Dcode) joins Tyler Sweatt to pull back the curtain on the unsexy, high-stakes reality of defense acquisition reform. While leadership pushes for rapid commercial tech adoption, the "fingers-on-keyboards" workforce is left managing legacy constraints, budget shifts, and an inherent fear of administrative risk.What's happening on the second front:The critical execution gap between strategic mandates and tactical reality.Re-engineering the internal operating models of DoW programs to maximize authorities.Why commercial founders must understand the defense ecosystem better than their buyers.Transitioning from line-item product procurement to budgeting for mission outcomes.Realigning the incentives within federal labs and research communities toward true mission impact.Connect with MeaganLinkedIn: Meagan MetzgerConnect with TylerLinkedIn: Tyler Sweatt

Today's Post - https://bahnsen.co/4fE0HN7 Brian Szytel fills in for David on Dividend Cafe, recapping a mixed market day: the Dow fell about 80 points while the S&P 500 rose ~0.3% and Nasdaq ~0.8%, reflecting a rebound in tech after Friday's sharp chip-led selloff following a nine-week, 47% tech rally. A much-stronger-than-expected May jobs report (172,000) pushed bond yields higher (10-year ~4.57%) and shifted Fed futures toward pricing possible rate hikes, with inflation still elevated and employment resilient, though labor participation remains low at 61.8% and small business hiring plans are weak. He reviews Middle East escalation and oil around $91, notes pullbacks in silver, gold, and Bitcoin, and argues their lack of cash-flow tether increases volatility. He highlights data-center capex and a bullish natural gas/pipeline thesis, and previews a coming episode on IPO mania and extreme revenue multiples. 00:00 Welcome and Setup 00:15 Market Recap and Tech Rebound 01:11 Rates Inflation and IPO Rules 02:51 Metals and Bitcoin Volatility 04:31 Middle East Tensions and Oil 05:21 Jobs Report and Fed Outlook 07:13 Energy Demand and Natural Gas Thesis 08:05 Wrap Up Knicks and Next Episode Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com