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This week, Ron Steslow and Mike Madrid (Author of The Latino Century) unpack President Trump's move to remove a sitting Federal Reserve governor, the overt politicization of the Fed, and how it raises questions about whether it even makes sense for an institution this powerful to exist as it does. Then, the administration's deal for a 10% stake in Intel and what it signals about a turn toward state capitalism. In Politicology+ they discuss Trump's flag-burning executive order and the use of popular moves to erode civil liberties. Not yet a Politicology+ member? Don't miss all the extra episodes on the private, ad-free version of this podcast. Upgrade now at politicology.com/plus. Contribute to Politicology at politicology.com/donate Find our sponsor links and promo codes here: https://bit.ly/44uAGZ8 Get 15% off OneSkin with the code RON at https://www.oneskin.co/ #oneskinpod Send your questions and ideas to podcast@politicology.com or leave a voicemail at (703) 239-3068 Follow this week's panel on X (formerly Twitter): https:/x.com/RonSteslow https://x.com/madrid_mike Related Reading: CNN -How an obscure housing director launched Trump's firing of Fed governor Lisa Cook | CNN Politics NBC News - Trump tampering with Fed independence is risky for the economy, experts say WP - Opinion | The Trump-engineered government stake in Intel is a dangerous move - The Washington Post Reason - Trump Says He 'Paid Zero' for the Government's $11 Billion Stake in Intel. Here's the Downside. Learn more about your ad choices. Visit megaphone.fm/adchoices
Tony Zipparro is anticipating some market weakness in September. He says "the risk is to the downside in September" adding that mean reversion and rotation are likely to take hold. Looking to the August jobs report, he's watching for the revision numbers and what that indicates about the overall health of the labor market. In terms of long-term plays, Tony lists Berkshire Hathaway (BRK/B), Merck (MRK) and Biogen (BIIB) alongside Dow Transports like UPS (UPS) and Old Dominion (ODFL) as possible ways to play any market environment ahead.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
In the first of a two- part episode, our Chief U.S. Economist Michael Gapen and Global Head of Macro Strategy Matthew Hornbach discuss the outcome of the Jackson Hole meeting and the outlook for the U.S. economy and the Fed rate path during the rest of the year. Read more insights from Morgan Stanley.----- Transcript -----Matthew Hornbach: Welcome to Thoughts on the Market. I'm Matthew Hornbach, Global Head of Macro Strategy.Michael Gapen: And I'm Michael Gapen, Morgan Stanley's Chief U.S. Economist.Matthew Hornbach: Last Friday, the Jackson Hole meeting delivered a big surprise to markets. Both stocks and bonds reacted decisively.Today, the first of a two-part episode. We'll discuss Michael's reaction to Chair Powell's Jackson Hole comments and what they mean for his view on the outlook for monetary policy. Tomorrow, the outlook for interest rate markets and the US dollar. It's Thursday, August 28th at 10am in New York. So, Mike, here we are after Jackson Hole. The mood this year felt a lot more hawkish, or at least patient than what we saw last week. And Chair Powell really caught my attention when he said, “with policy and restrictive territory, the baseline outlook for the shifting balance of risks may warrant adjusting our policy stance.” That line has been on my mind ever since. So, let's dig into it. What's your gut reaction?Michael Gapen: Yeah, Matt, it was a surprise to me, and I think I would highlight three aspects of his Jackson Hole comments that were important to me. So, I think what happened here, of course, is the Fed became much more worried about downside risk to the labor market after the July employment report, right? So, at the July FOMC meeting, which came before that report, Powell had said, ‘Well, you know, slow payroll growth is fine as long as the unemployment rate stays low.' And that's very much in line with our view. But sometimes these things are easier said than done. And I think the July employment report told them perhaps there's more weakness in the labor market now than they thought.So, I think the messaging here is about a shift towards risk management mode. Maybe we need to put in a couple policy rate cuts to shore up the labor market. And I think that was the big change and I think that's what drove the overall message in the statement. But there were two other parts of it that I think were interesting, you know. From the economist's point of view, when the chair explicitly writes in a speech that ‘the economy now may warrant adjustments in our policy stance,' right? I mean, that's a big deal. It suggests that the decision has been largely made, and I think anytime the Fed is taking a change of direction, either easing or tightening, they're not just going to do one move. So, they're signaling that they're likely prepared to do a series of moves, and we can debate about what that means. And the third thing that struck me is right before the line that you mentioned he did qualify the need to adjust rates by saying, well, whatever we do, we should, “Proceed cautiously.” So, a year ago, as you recall, the Fed opened up with a big 50 basis point rate cut, which was a surprise. And cut at three successive meetings. So, a hundred basis points of cuts over three meetings, starting with a 50 basis point cut. I think the phraseology ‘proceeds carefully' is a signal to markets that, ‘Hey, don't expect that this time around.' The world's different. This is a risk management discussion. And so, we think, two rate cuts before year end would be most likely. Maybe you get three. But I don't think we should expect a large 50 basis point cut at the September meeting. So those would be my thoughts. Downside risk to the labor market – putting this into words says something important to me. And the ‘proceed cautiously' language I think is something markets also need to take into account.Matthew Hornbach: So how do you translate that into a forecasted path for the Fed? I mean, in terms of your baseline outlook, how many rate cuts are you forecasting this year? And what about in 2026?Michael Gapen: Right. So, we previously; we thought what the Fed was doing was leaning against risks that inflation would be persistent. They moved into that camp because of how fast tariffs were going up and the overall level of the effective tariff rate. So, we thought they would stay on hold for longer and when they move, move more rapidly. What they're saying now in a risk management sense, right; they still think risk to inflation is to the upside, but the unemployment rate is also to the upside. And they're looking at both of those as about equally weighted. So, in a baseline outlook where the Fed's not assuming a recession and neither are we, you get a maybe a dip in growth and a rise in inflation. But growth recovers and inflation comes down next year. In that world, and with the idea that you're proceeding cautiously, they're kind of moving and evaluating, moving and evaluating.So, I think the translation here is: a path of quarterly rate cuts between now and the end of 2026. So, six rate cuts, but moving quarterly, like September and December this year; March, June, September, and December next year; which would take us to a terminal target range of 2.75 to 3. So rather than moving later and more rapidly, you move earlier, but more gradually. That's how we're thinking about it now.Matthew Hornbach: And that's about a 25 basis point upward adjustment to the trough policy rate that you were forecasting previously…Michael Gapen: That's right. So, the prior thought was a Fed that moves later may have to cut more, right? Because you're – by holding policy tighter for longer – you're putting more downward weight on the economy from a cyclical perspective. So, you may end up cutting more to essentially reverse that in 2026. So, by moving earlier, maybe a Fed that moves a little earlier, cuts a little less.Matthew Hornbach: In terms of the alternative outcomes. Obviously, in any given forecast, things can go not as expected. And so, if the path turns out to be something other than what you're forecasting today, what would be some of the more likely outcomes in your mind?Michael Gapen: Yeah, as we like to say in economics, we forecast so we know where we're wrong. So, you're right, the world can evolve very differently. So just a couple thoughts. You know, one, now that we're thinking the Fed does cut in September, what gets them not to cut? You'd need a – I think, a really strong August employment report; something around 225,000 jobs, which would bring the three-month moving average back to around 150, right. That would be a signal that the May-June downdraft was just a post Liberation Day pothole and not trend deterioration in the labor market. So that, you know, would be one potential alternative. Another is – although we've projected quarterly paths in this kind of nice gradual pace of cuts, we could get a repeat of last year where the Fed cuts 50 to 75 basis points by year end but realizes the labor market has not rolled over. And then we get some tariff pass through into inflation. And maybe residual seasonality and inflation in Q1. And then the Fed goes on hold again, then cuts could resume later in the year. And I also think in the backdrop here, when the Fed is saying we are easing in a risk management sense and we're easing maybe earlier than we otherwise would – that suggests the Fed has greater tolerance for inflation. So, understanding how much tolerance this Fed or the next one has for above target inflation, I think could influence how many rate cuts you eventually get in in 2026. So, we could even see a deeper trough through greater inflation tolerance. And finally, of course, we're not out of the woods with respect to recession risk. We could be wrong. Maybe the labor market is trend weakening and we're about to find that out. Growth is slowing. Growth was about 1.3 percent in the first half of the year. Final sales is softer. Of course, in a recession alternative scenario, the Fed's probably cutting much deeper, maybe down to 1 50 to 175 on the funds rate.So, I mean, Matt, you make a good point. There's still many different ways the economy can evolve and many different ways that the Fed's path for policy rates can evolve.Matthew Hornbach: Well, that's a good place to bring this Part 1 episode to an end. Tune in tomorrow, for my reaction to the market price action that followed Chair Powell's speech -- and what it means for our outlook for interest rate markets and the U.S. dollar.Mike, thanks for taking the time to talk.Michael Gapen: Great speaking with you, Matt. Matthew Hornbach: And thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.
Consistency is one of the 3 C's of success—but is it always a good thing?In this episode, I'm exploring a lesser-known downside of consistency: the reluctance to change the things you've done consistently, even when they no longer work.I'll share examples from my own life and how to shift without sacrificing the positive side. Tune in each week for practical, relatable advice that helps you feel your best and unlock your full potential. If you're ready to prioritize your health and level up every area of your life, you'll find the tools, insights, and inspiration right here. Buy Esther's Book: To Your Health - https://a.co/d/iDG68qUFollow Esther on TikTok - https://www.tiktok.com/@estheravantFollow Esther on IG - https://www.instagram.com/esther.avantLearn more about booking Esther to speak: https://www.estheravant.comLearn more about working with Esther: https://www.madebymecoaching.com/services
Tech now makes up a third of the SPX, says ProShares' Simeon Hyman. While tech stocks made some investors lots of gains in 2025, Simeon makes the case that it's important to hedge against downside risk once volatility reignites in the sector. He talks about the ProShares S&P 500 Ex-Technology ETF (SPXT) as a way investors can take a barbell approach to investing in technology.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Many investors favor dividends over growth in hopes of living off those payments in perpetuity, but there are some downsides to dividends that can make this strategy less than optimal in the long-term. Donna and Nathan discuss some of the drawbacks of going all in on dividends at the cost of diversification and growth. Also on MoneyTalk, what many people get wrong about social security, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais CFP®, CIMA®, CPWA®; Air Date: 8/26/2025. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!See omnystudio.com/listener for privacy information.
Every year the Kansas City Fed hosts the Jackson Hole symposium. All eyes are on the opening speech from Jerome Powell which was widely covered by the news media. To me, the more interesting talks are the invited speakers who give talks on various elements of the economy. The theme this year at Jackson Hole is demographics and the impact on the labor market. So this week we will be doing a mini series summarizing the most noteworthy talks from Jackson Hole this year. Some of these talks are considered boring by the news media and they don't get covered. But for those who seek to understand how the economy functions, these talks are very interesting. Our first one is focused on a talk by Claudia Goldin from Harvard University.-----------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1) iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613) Website: [www.victorjm.com](http://www.victorjm.com) LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce) YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734) Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso) Email: [podcast@victorjm.com](mailto:podcast@victorjm.com) **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com) Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital) Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)
I always wondered if my workaholic dad's habits were healthy. Or if he was driven by the urge to be a dedicated provider? Turns out there's a big difference between working hard and being a workaholic - and workaholics could be costing organizations.Dr. Catherine Connelly from McMaster University is shared more eye-opening research on an HR topics - this time workaholism and the connection to workplace ethics. We talked about why your most dedicated employees might actually be the ones cutting ethical corners.In this episode:The real difference between being busy and being a workaholic Why workaholics are more likely to morally disengage at workThe surprising connection between dedication and tunnel vision"Idiosyncrasy credits" - how high performers build up goodwill to get away with bad behavior laterRed flags to watch for when hiring (and managing) potential workaholicsBuilding systems that keep even your best employees ethically groundedCatherine's research challenges what we think we know about workplace dedication. Sometimes the people most invested in "organizational success" are the ones who'll justify anything to achieve it.This is a must-listen for any HR professional managing high performers or trying to build truly healthy cultures. Plus, Catherine's research is open source, so you can dive deeper after listening.Connect with Dr. Catherine Connelly on LinkedIn or at : connellyresearch.com . What's your experience with workaholism in your workplace? I'd love to hear your thoughts!
Are your parenting methods helping or hindering your child's development?In this episode of Parenting Great Kids, Dr. Meg Meeker, pediatrician and bestselling author, breaks down the four key parenting styles—authoritative, authoritarian, permissive, and neglectful—and how each one affects your child's emotional and behavioral growth.You'll learn how to identify your default parenting style, what might be influencing it (including your own upbringing), and how to shift toward a more effective and loving approach. Dr. Meeker also tackles common parenting challenges like setting boundaries, dealing with whining, and balancing warmth with discipline.Whether you're a first-time parent or raising teens, this episode offers a practical roadmap for becoming a more intentional, confident parent.In This Episode, You'll Learn:The psychology behind different parenting stylesWhy authoritative parenting leads to emotionally resilient, responsible kidsThe risks of authoritarian, permissive, and neglectful stylesHow your own childhood shapes your parentingHow to set clear boundaries without being harshReal-life scenarios + listener Q&A with Dr. MeekerThe unique role of fathers in shaping secure children
Simply Wall St Market Insights for the week ending 25th August 2025.To read the full article:
Send us a textLife has its ups and downs, and if you attempt to ignore the down, you elongate its stay.Grasshopper Notes are the writings from America's Best Known Hypnotherapist John Morgan. His podcasts contain his most responded to essays and blog posts from the past two decades. Find the written versions of these podcasts on John's podcasting site: https://www.buzzsprout.com/1628038"The Grasshopper" is the part of you that whispers pearls of wisdom that seem to pop into your mind from out of the blue. John's essays and blog posts are his interpretations of these "Nips of Nectar." Others have labeled his writings as timeless wisdom. Most of the John's writings revolve around self improvement and self help. They address topics like: • Mindfulness• Peace of mind• Creativity• How to stay in the present moment• Spirituality• Behavior improvementAnd stories that transform you to a wider sense of awareness that presents more options. And isn't that what we all want, more options? John uploads these podcasts on a regular basis. So check back often to hear these podcasts heard around the world. Who wants to be the next person to change? Make sure to order a copy of John's new book: WISDOM OF THE GRASSHOPPER – 21 Days to Creativity. These mini-meditations take you inside where all your creative resources live. And you'll come out not only refreshed but recommitted to creating your future. It's only $16.95 and available at BLURB.COM at the link below. https://www.blurb.com/b/10239673-wisd...Also, download John's FREE book INTER RUPTION: The Magic Key To Lasting Change. It's available at John's website https://GrasshopperNotes.com
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Analyst Jack Bowman dives into covered call ETFs SPYI and GPIX (0:25). Advantages of ETF structure (2:10). Different mechanics of SPYI and GPIX (4:20). Dividends and fund criticism (7:00). Tax implications (9:35). Catch the full video presentation (with charts) here.Show Notes:The Market Is Rotating AgainCovering ETFs: The Overlooked Gem For Audience EngagementEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Kevin Green notes that while markets are showing a "trajectory to the downside," it's not a surprising one. He points out seasonal trends that markets experience this time of the year and urges investors to keep technicals top of mind. He turns to trends in utilities and the sector's continuing outperformance, adding that it's one investors don't want to see happen for much longer. On the NDX, Kevin explains why the breakdown of the index isn't too worrying.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
This week we are sharing how to save money and time at Walt Disney World with 10 Disney World things to skip! I sat down with Disney Content Creator, Jay, to discuss some popular dining, parties, add-ons and strategies that we think are NOT worth the time or money. 00:24 Meet Jay: Disney Content Creator 01:28 Resort Reviews: Contemporary vs. Boardwalk 03:13 Dining at Disney: Steakhouse 71 and More 04:11 Jay's Disney Content Journey 09:44 10 Things Not Worth Your Time or Money at Disney 21:05 Is Park Hopper Worth It for First Timers? 22:19 The Pitfalls of Overplanning Your Disney Vacation 23:24 The Importance of Flexibility in Your Disney Schedule 25:56 Saving Money on Disney Resort Views 28:21 The Downside of Too Many Table Service Restaurants 30:19 Avoiding Long Waits for Peter Pan's Flight 32:05 The Hassle of Booking Dining at Other Resorts 34:48 Skipping Water Rides to Stay Dry 36:53 The Fantasmic Dining Package Debate
Garrett Melson says downside risks for the U.S. economy reside within the labor market. He points to recent data trends chipping away at the resilient labor market. Garrett believes that markets are already pricing in a 25bps cut and will closely monitor the Federal Reserve interest rate policy. He discusses the bifurcation between Fed governors and their concerns from potential tariff-induced price shifts. Garrett later points to the AI boom impacting equities, but wonders how long the rally can persist and how impacts the broader labor market.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
In this episode of Mining Stock Education, host Bill Powers interviews private investor Sultan Ameerali, who delves into his investment journey with junior miner Minera Alamos (TSXV:MAI; OTC: MAIFF). Sultan discusses the rationale behind his initial investment into the company in 2018 and the factors that led to his decision to recently sell the stock. The conversation highlights the importance of developing and understanding your investment process, not falling in love with management, keeping watch over your ego and the risks associated with balance sheet issues in the junior mining sector. Both Sultan and Bill explore the balance between upside potential and downside risk, offering valuable insights for thoughtful investors in the mining sector. 00:00 Introduction to Mining Stock Education 00:45 Guest Introduction: Sultan Am 01:24 Initial Investment in Minera Alamos 02:59 Challenges and Setbacks 03:54 Recent Developments and Decisions 06:44 The Permitting Halo and Financing 08:41 The Transformational Acquisition 14:10 Ego and Investment Decisions 18:14 Evaluating Management and Opportunity Cost 21:14 Understanding Risks and Opportunities in Mining 24:28 Balancing Upside and Downside in Investments 25:21 Special Situations and Downside Protection 28:57 Reflecting on Investment Strategies 34:36 Evolving Investment Processes 36:30 Final Thoughts and Future Plans Press release discussed: https://mineraalamos.com/news/2025/minera-alamos-announces-transformational-acquisition-of-producing-gold-complex-from-equinox-and-appoints-jason-kosec-as-part-of/ Sultan's Twitter: https://twitter.com/SultanAmeerali Sultan's Website: https://www.consolidatedrock.com/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Mining Stock Education offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/
Why Your Podcast Isn't Growing: A Get More Listeners Podcast For Podcasters
Click here to book a free strategy session if you want to grow to 5-10k monthly downloads in 6 months or less and have a fully monetized podcast without replying on social media, paid promotions or high profile guests.Are you unknowingly sabotaging your own podcast growth by staying too positive for too long?In this episode, we break down why “just keep publishing” and trusting that growth will come is one of the biggest traps in podcasting. You'll learn how toxic optimism blinds podcasters to reality, and how adopting strategic pessimism can finally help you make data-driven decisions that get results.By the end of this episode, you'll discover:How to spot toxic optimism before it kills your show's momentum.The exact 3-step process to use strategic pessimism to protect and grow your podcast.How to turn fear of failure into focused, bold action that drives real audience growth.Listen now to break free from the “hope and wait” cycle and finally take control of your podcast growth strategy.More From Get More Listeners:Click here and grab your free copy of our best selling book Podcast Marketing + A mini podcast audit.Or visit: https://getmorelisteners.com/bookView client results & case studiesLooking for a new hosting platform with amazing analytics? Try Captivate for free hereEmail admin@getmorelisteners.com to get in contact with Taig & Anthony.This podcast is for entrepreneurs to learn proven podcasting audience growth, marketing & monetization tips & strategies including data-driven SEO, guesting, and social media strategy.You'll learn how to grow and monetize faster, get more listeners and engagement, increase downloads, attract more subscribers, clients or sponsors, and turn your show into a revenue-generating platform.If you listen to any of the following shows, we're sure you'll ours too! Podcasting Made Simple by Alex Sanfilippo, Grow The Show: How to Grow a Podcast Audience & Monetize by Kevin Chemidlin, School of Podcasting by Dave Jackson, Grow My Podcast Show by Deirdre Tshien, Podcast Marketing Trends Explained by Jeremy Enns & Justin Jackson, Organic Marketing Simplified by Juliana Barbati.
The Buffett Indicator is a measure of the total market capitalization of publicly traded companies to the Gross Domestic Product (GDP). Warren Buffett called it "probably the best single measure of where valuations stand at any given moment". The Buffett Indicator has hit 2 times standard deviation for the 3rd time since 1950. Two times standard deviation is double the average value. This means the overall stock market is double the average value. Previously, the Buffett Indicator hit this level in 1969 and 2000. Both times the stock market had significant downside corrections (about 50%). This indicator is worth paying attention to. It demonstrates that the stock market is significantly over-valued. Downside market risk is elevated. How do you take advantage of future potential upside while protecting your downside? Annuities offer unlimited upside potential while guaranteeing the principle against loss. - This is the "Golden Era" of fixed assets. The best rates in 40+ years, insured with guarantees. - If you own an annuity 2+ years old, I strongly recommend comparing to the newer more profitable products. - Many of my clients are earning 2-10x increased returns annually than their previous annuity products! - Your Personal Bank policies are insured, with guarantees, income tax-free, highly liquid, and likely to increase returns for the next 5-10 years due to higher bond yields. - Fixed Index Annuities have the best upside potential in 40+ years with no downside market risk. The principle is guaranteed. Some offer signing bonuses up to 17+% with strong upside potential. - Guaranteed Lifetime Income is the highest in 40+ years. Some products offer up to 30% signing bonus. Other products offer up to 10% increased guaranteed lifetime income each year you defer.
The dollar weakened again this week, though more modestly - slipping less than 1%. Derek Halpenny, Head of Research, Global Markets EMEA & International Securities, joins James Roulston from FX Institutional Sales to unpack the key themes likely to shape FX moves in the weeks ahead. They discuss the implications of Stephen Miran's appointment to the Fed Board of Governors - what it could mean for Chair Powell's position in 2026—and assess the impact of the latest tariffs, which came into effect on Thursday. With US CPI data due on 12 August, they explore what to watch for and how it could influence the market.
Attorney Mike Pugliese, American Principles Project's Anthony LaBruna, Strategic Vision's David Johnson, Rep Glenn Grothman, McIver Institute's Bill Osmulski
The largest asset class in the world is single family houses in the U.S., worth a total of $35 trillion. Not only is it the largest asset class, it's the least risky if you invest with low leverage. One way to participate in the appreciation of this asset class without the potential downside is with Home Equity Agreements. Home Equity Agreements are contracts between investors and homeowners where investors get a percentage of the upside of the home in exchange for a lump sum of capital. Jesse Stein, Chief Investment Officer of Homeshares, has launched a fund of Home Equity Agreements where investors can generate a conservative, high risk-adjusted return.
First-half resilience and robust risk markets have challenged our forecast for a sharp deceleration in 2H25 and tempered risks of recession. This week's news on global industry and the US labor market affirms our call. Speakers: Bruce Kasman Joseph Lupton This podcast was recorded on 1 August 2025. This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.
AI Chat: ChatGPT & AI News, Artificial Intelligence, OpenAI, Machine Learning
In this episode, Jaeden dives into the complex world of AI acquisitions and their impact on customers. Learn why some companies are pledging not to be acquired and how this trend is reshaping the industry. Plus, explore innovative AI use cases in the industrial sector that are saving companies time and money. Try AI Box: https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustle/aboutYouTube Video: https://youtu.be/FWdVhyfwVnQChapters00:00 The Downside of AI Acquisition02:16 Case Study: DataSight Acquires Blue Flame AI04:05 Customer Concerns: The Acquisition Dilemma05:56 Innovative Solutions in Industrial AI
Recovery Is About Presence, Not Pressure | Breaking Free from OCD, Anxiety & StressDiscover why true healing from OCD, anxiety, and chronic stress comes from mindful presence—not pressure. Learn how to let go of urgency and embrace a sustainable, compassionate path to recovery.
It's like hitting the panic button every time you do this. Learn how to gain maximum productivity from your team by holding back on this seemingly innocent action. #ThePitch #INICIVOX #VirtualMentorship
In this video, we break down the Top 36 fantasy football wide receivers and place them into tiers to help you navigate your fantasy football draft. Whether you're prepping for PPR or standard scoring, these fantasy football rankings will give you the edge you need. Don't draft blind—know which WRs are worth the pick!
Fabian Chrobog, founder and CIO of NorthWall Capital, discusses opportunities in the European credit markets, why new money is the new distressed investing, and his views on how best to protect against downside risk on the latest edition of the Debtwired! Podcast. Fabian also talks about some recent landmark transaction the fund has been involved with in the NPL securitisation and legal assets space.
Get ready for your 2025 fantasy football draft with our in-depth breakdown of our top 36 running backs! We rank each RB by tier, highlight key risers and fallers, and give you the insight you need to dominate your league.
SPONSORS: 1) Get $10 Off @ BRUNT with code JULIAN at https://bruntworkwear.com/JULIAN #bruntpod WATCH JESSE WEBER'S FIRST PODCAST WITH JULIAN: https://youtu.be/Hn09JVA9-cs (***TIMESTAMPS in description below) ~ Jesse Cord Weber is a host, anchor, attorney, and legal analyst. He anchors for the Law & Crime Network and hosts the nationally syndicated true crime show Prime Crime. Jesse co-hosts Always In Fashion on 710 WOR and major podcast platforms, and is a freelance radio host on SiriusXM POTUS. He has appeared as a legal analyst on Fox News, CNN, CBS, CNBC, NewsNation, and more. His past work includes hosting for HLN, Crime Watch Daily with Chris Hansen, and The Jam in Chicago. @LawAndCrime PATREON: https://www.patreon.com/JulianDorey JESSE'S LINKS - YT: https://www.youtube.com/@LawAndCrime - X: https://x.com/jessecordweber?lang=en - WEBSITE: https://www.jessecordweber.com/ FOLLOW JULIAN DOREY INSTAGRAM (Podcast): https://www.instagram.com/juliandoreypodcast/ INSTAGRAM (Personal): https://www.instagram.com/julianddorey/ X: https://twitter.com/julianddorey ****TIMESTAMPS**** 00:00 - Intro 01:41 - Brian McMonagle, Diddy Trial (NY Zero Cameras), Using AI to Recreate Trail (Law & Crime) 09:05 - Downside of Recording & Releasing Yesterday, Johnny Depp & Amber Heard AI & Transcripts, Diddy Case Smoking Gun (Punching) 19:35 - Diddy's 5 Charges, Proving Racketering & Failed, Diddy Misinfo Online, Beating Cassie & Freak Off & Jury's Statement 32:01 - Diddy's Lawyer's Closing Statement (Wow), Diddy Not Charged w/ Domestic Abuse, Key Testimonies from Industry Witnesses, Power Dynamics and Celebrity Bystanders, How Witnesses Added Credibility to Cassies Claims, Cross-examination Strategies and Limitations, Why the Jury May Have Missed Key Emotional Cues 40:51 - News Cycles of Diddy & Epstein, 7 Week Trial & What Diddy was Guilty of, Shawn Combs Eviserated Witness Tossing Off Building 51:45 - Freak Offs but Witnesses Getting Paid by Shawn Combes, Breakdown of Underlying Crimes and Legal Hurdles, Civil vs Criminal Court, 3rd Witness Missing 56:26 - Diddy's Jane Doe''s Testimony (Pros & Cons), Statue of Limitations of Sex Trafficking 01:01:06 - Diddy's Court Trial (Day by Day) Reporting, Inside Diddy's Court Room (Family, Jury, and Friends) 01:08:56 - Judge Reprimands Diddy, Defiant Ones Series & Diddy's Interview, Not Convicted of Cassie's Tape 01:17:41 - Diddy's Reaction to No Bail, Prisoners were Celebrating Beating System, Sex Trafficking Blurry Lines, 01:23:31 - Bryan McMonagle Breaking Down Case 01:25:27 - Julian Getting Waterboarded, Tommy G & Crew Orchestrating w/ Bustamante Torture 01:43:29 - 5 Days of Jury Selection, 1 of the Juries Refused to Follow Instructions, 01:50:15 - Kohberger Case (Idaho Murders) 01:57:05 - Professor Serial Killer Speciality Interview 02:03:41 - Diddy's Jury Selection Process 02:09:41 - Cassie's Testifying & Charges She Made Up 02:14:08 - Kid Cudi's Key Testimony, Freak Off When Arrested (Firearms), Cristina Corner (Co-Conspriator) Not Called as Witness 02:22:35 - Immediate Trial, No Minors in Case, Cassie's Truth or Lies 02:27:05 - Text Messages of Cassie, 2 People Who Jumped In 02:32:39 - The Punishers Testimonies, Diddy's Defense Team, Kanye West 02:38:04 - Espionage Angle, Diddy's Aftermath 02:42:23 - Epstein Legal Breakdown CREDITS: - Host & Producer: Julian Dorey - Producer & Editor: Alessi Allaman - https://www.youtube.com/@UCyLKzv5fKxGmVQg3cMJJzyQ Julian Dorey Podcast Episode 320 - Jesse Weber Music by Artlist.io Learn more about your ad choices. Visit podcastchoices.com/adchoices
Marotta and Tim Ring talk Suns, go through Social Studies, and give out Hardware.
AI is a revolutioinary tool that can help so much in your travel business, but are there things you should be mindful of? Is there a downside to using AI in your business? While there are so many ways AI can help, this episode shines a light on a few of the most important things to keep in mind when you're considering using AI for your business. To check out the FB live inside our FB group - you can find it here: https://www.facebook.com/share/v/19kH7BtMUx/ you will need to join the group and answer the questions to get access to the video if you're not already a member. Looking for more? Come join us at Camp Be Seen - a 30 day challenge helping you to show up and stand out with your unique voice, artofsellingtravel.com/campbs For more information about our programs and coaching check out http://artofsellingtravel.com/
In this episode of the Futures Rundown, listeners are welcomed back to explore the complexities of the futures markets with host Mark and guest Rich Excel from the University of Illinois Gies School of Business. The discussion kicks off with a recap of past episodes and recent market trends, including a notable dive into uranium and the latest in the futures market activities such as the performance of commodities, metals, and major indices. Rich discusses his recent educational trip to Europe, where he expanded the horizons of derivative students, covering key spots like Frankfurt, Zurich, and Vienna. The episode goes further into dissecting the top upside and downside movers in the futures market for the year and delves into Rich's insights on global bond market attractiveness, especially focusing on Japan. The show wraps up with a playful yet divisive debate on the controversial issue of ketchup on hot dogs, reflecting listener sentiments and sparking lively interaction among the audience. 02:59 Welcome Back, Rich Excel 04:20 Diving into the Trading Pits 06:09 Market Movers and Shakers 11:32 Analyzing the Downside 15:11 Active Day in the Futures Market 22:36 Exploring the Japanese Market Angle 23:00 Mid-Year Market Trends and Insights 23:27 Top Performing Assets of the Year 26:40 Analyzing the Downside Movers 29:56 Futures Free for All: Q&A Session 34:00 The Great Ketchup Debate 38:05 European Derivatives Tour Highlights 40:18 Conclusion and Upcoming Episodes
On a day where the S&P hit a new high and the “Big, Beautiful Bill” got passed, Rise UP host Terri Kallsen and Co-Host Joe Duran — Managing Partners at Rise Up Growth Partners — are joined by Grimes & Co. CEO and CIO Kevin Grimes for an in-depth look at the markets and what the bill means for your portfolio and wealth management. And everyone is affected. Plus, why Joe thinks we're now in a long-term “buy the dips market” to discussions on the upside of the down dollar and the sectors the new trade deal with Vietnam affects, and much more! Get Kevin's great insights one-on-one with a free review of your portfolio. Go to https://www.wealthion.com/free and select Grimes & Company on the form. Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH Chapters 3:38 S&P Record, Jobs & the Golden Cross 5:25 We're in a Buy the Dips Environment 8:11 Dollar Off to Worst Start in 52 Years 9:11 The Upside and Downside of a Down Dollar 14:30 July 9th Tariff Deadline and What Sectors Benefit from Vietnam Trade Deal 18:33 The Market is Pricing in Tariff Success and the Sectors That are at Risk if Deals Don't Get Done 22:20 When Good News is Bad News 25:14 The Big, Beautiful Domestic Policy Bill Will Affect You 27:00 Managing Your Investments and Wealth Planning with the Big, Beautiful Bill 33:35 Fixed Income at Risk with New Policy Adding Debt? 35:50 Healthcare Sector at Risk with New Policy? 37:50 What to Watch Next Week Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #StockMarket #S&P500 #Dollar #Tariffs #Policy #BuyTheDip #TradeDeals #WealthManagement #Macro ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcome to The Blathering LIVE on The Napzok Network. Part ramble, part rant, part joy, part anger -- but all done in the fashion of an old school radio show with segments and live listener calls. The on-air sign goes on and the show goes from there. The live episodes are recorded on Ken's YouTube, Twitch, and Facebook channels.Get Ken's Comedy Album IN MY DAYPurchase Ken's book Why We Love Stars: The Great Moments That Built A Galaxy Far, Far Away.Enjoy The Moonagerskennapzok.com
Freelance journalist, Emily Bratt, joins Moncrieff to talk about the less glamorous side of working remotely around the world — from tax chaos and loneliness to the burnout and even the tinge of hedonism that comes with such a lifestyle.Listen here for more.
Scott gets into the real-world financial decisions Amazon sellers face, especially when it comes to leveraging debt. He shares firsthand experience navigating inventory demands, Q4 cash crunches, and the lure of fast growth, while also examining the dangers of borrowing, from overvaluing inventory to the addictive cycle of continual loans. Hear case studies, cautionary tales, and reflections on what separates sellers who survive from those who flame out. Whether you're debating your first credit line or considering a private label acquisition, this episode offers grounded insight—and a compelling argument for building debt-free, sustainable Amazon businesses. Episode Notes: 00:09 - Iconic Companies That Haven't Taken Loans 01:12 - The Need for Cash in Amazon Selling 02:04 - Navigating Financial Leverage 02:26 - Types of Financial Leverage Used 06:32 - The Downside of Leverage 12:10 - A Case Study: Private Label Acquisition During Leverage 13:52 - Survival and Demise of Major Amazon Sellers 16:12 - The Case for Debt-Free Growth 18:21 - Amazon Accelerate Related Post: Nike and Amazon's Renewed Partnership Scott's Links: LinkedIn: linkedin.com/in/scott-needham-a8b39813 X: @itsScottNeedham Instagram: @smartestseller YouTube: www.youtube.com/@smartestamazonseller2371 Newsletter: https://www.smartscout.com/newsletter-sign-up Blog: https://www.smartscout.com/blog
Southern Remedy Healthy and Fit is hosted by Josie Bidwell, Professor of Preventive Medicine and Nurse Practitioner at UMMC. If you have a question for Josie, you can email fit@mpbonline.org. It this episode, Josie talks about why dieting is not a good idea and offers some tips for a healthy eating pattern. Hosted on Acast. See acast.com/privacy for more information.
Arrogance, Ignorance, Vulgarity Phantom Nation 25JUNE2025 - PODCAST
Ben Hogan, who was arguably the greatest ball striker the game of golf has ever known, taught that if you wanted to improve your swing you should focus on the cause rather than the result. This was good advice for golfers and brilliant advice for sales professionals. Because in sales, if you want to sell more it pays to become obsessed over your behaviors, techniques and processes rather than your outcomes. Most Sellers Obsess Over Outcomes Most salespeople are focused on winning or losing individual deals. They get emotionally wrapped up in every prospect, every conversation, every close attempt. When they win, they're on top of the world. When they lose, they're devastated. But top performers? They think completely differently. They're not obsessed with any single deal. They're obsessed with the process that creates consistent results over time. This mindset shift is the difference between feast-or-famine selling and predictable, sustainable success. The Downside of Outcome Based Sales Goals Here's what happens when you're obsessed with outcomes instead of process: Every deal, every month, every quarter becomes life or death. You put all your emotional energy into individual prospects and hitting numbers which clouds your judgment and makes you act desperate. You take rejection personally. When someone says no, it's not just a business decision – it feels like a personal attack on your worth as a salesperson. You make poor decisions under pressure. When you need a deal to close to hit your number, you start discounting too early, chasing bad prospects, or making promises you can't keep. Your performance becomes inconsistent. You have great months followed by terrible months because you're riding the emotional roller coaster of individual wins and losses. You burn out faster. The constant emotional highs and lows are exhausting and unsustainable. Shift to Process Goals Process goals are different. They focus on the activities and behaviors you can directly control, not the outcomes that depend on factors outside your influence. Instead of "I need to close three deals this month," a process goal is "I will make 50 prospecting calls every day." Instead of "I have to win the Johnson account," it's "I will have four meaningful touch points with stakeholders at Johnson this week." Instead of "I need to hit 120% of quota," it's "I will follow my proven sales methodology on every single opportunity." Process goals put you in control. You can't control whether a prospect buys, but you can control how many prospects you contact, how well you qualify them, and how consistently you follow your process. Why Top Performers Love Process Goals Create predictable results. When you focus on the right activities consistently, the outcomes take care of themselves. It's like compound interest – small, consistent actions create massive results over time. Reduce emotional volatility. You're not devastated by individual losses because you know that if you stick to your process, the wins will come. Improve decision-making. When you're not desperate for any particular deal, you make better strategic decisions about where to invest your time and energy. Build confidence. Every day you hit your process goals, you build momentum and confidence, regardless of whether deals close that day. Create sustainable habits. Process goals turn success behaviors into automatic habits rather than things you do when you feel motivated. The Mathematics of Sales Process Goals Here's why process goals work: Sales is a numbers game, but most people focus on the wrong numbers. Average performers focus on: How many deals they close The size of individual deals Their closing percentage on active opportunities Top performers focus on: How many new prospects they contact daily How many discovery calls they conduct weekly How many proposals they deliver monthly
Don and Tom expose the seductive illusion of “wealth without risk” by dissecting the explosion of equity-hedged ETFs and mutual funds. They tear into the high fees, low returns, and false promises sold by funds claiming to protect investors from market drops while capturing the upside. With support from recent Wall Street Journal coverage and AQR data, they explain how these “hedging” strategies—especially options-based ones—often underperform simple stock/bond portfolios. Listener questions tackle Roth conversions, AVGE vs. GLOV, and the myth of magical investing pills. 0:04 Investing dreams and chocolate dreams: both come with a price 1:31 Wall Street sells “protection” from volatility—Americans are buying 2:37 Hedged funds as “stock insurance”? More like expensive illusions 3:57 Comparing VOO to PHDG: 13% vs. 4.3% returns 4:54 Downside protection claims fall apart under scrutiny 6:18 Lower volatility, far lower returns—does it help you sleep or retire? 7:34 How these funds work: options-based “protection” explained 8:48 Options decay and premium costs crush performance 9:56 Simpler is better: most “safety” funds fail to beat basic stock/bond mix 11:03 5-year S&P 500 returns: mostly up, and up a lot 11:50 Hedged funds underperform in up years—and still lose in down ones 12:22 Hidden costs in options-based funds aren't in the expense ratio 13:30 Bottom line: no panacea, no magic. Just smart allocation 14:05 Investor responsibility: no one will protect your money but you 14:12 Listener Q&A intro and apology for delay 15:05 Backdoor Roth vs. regular Roth when income is uncertain 16:59 AVGE vs. GLOV: performance vs. philosophy 17:55 GLOV's returns look good—but it's far less diversified 19:21 Passive label vs. reality: GLOV is focused, possibly active 20:38 Short track record makes comparisons tricky 22:04 Don and Tom favor massive diversification over short-term wins 23:42 Set expectations low and you'll be pleasantly surprised 24:49 Ask us anything—and yes, crypto guy left another bad review 26:02 Crypto is “generational”? Maybe, but Don still won't use money he can't spend Learn more about your ad choices. Visit megaphone.fm/adchoices
Ed Shill, managing partner at the Wealth Enhancement Group, says he sees the market either continuing to climb the proverbial wall of worry or getting complacent, and he fears that it's the latter after the sharp rebound from April's decline. "Right now the market is overbought," Shill says in the Market Call, where he recommends "putting airbags on," using stops to lock in profits and being prepared to step back from markets until conditions improve. In The Big Interview, Sam Millette, senior investment strategist at Commonwealth Financial Network, says that the Federal Reserve faces a challenge getting the market to understand its motivation for any rate cuts it makes later this year. He expects a rate cut later this year, likely in September, but he says the reaction of the market — whether it gives the classic bullish response or if it reacts as it did in 2024 when cuts had less impact than expected, particularly on bond markets — will depend on what the market thinks is the Fed's motivation for a cut. Plus, Anthony Holds of Holds Wealth Advisors discusses the latest results from Northwestern Mutual's 2025 Planning & Progress Study, in which nearly 70% of Americans reported that financial uncertainty has made them feel depressed and anxious.
Scott Bauer says "there's plenty of oil to go around" and is shocked by the downward move in crude oil prices during Monday's trading session. He believes investors should be very careful on the short position with crude oil because "things are not over" but he's unsure if a $100-$120 crude oil is possible. Turning to metal commodities, Scott reacts to gold as the historical "safe haven" asset didn't move more than expected. Lastly, he weighs in on the volatility in bitcoin as it fluctuates amid the same geopolitical tensions impacting oil and gold.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Stocks are still in a technical breakdown, approaching a test of the 20 Day daily moving average (DMA)Portfolio manager Lance Roberts thinks the S&P could easily drop another 100 points or more until it hits support.Once it does, he thinks that will be a good time to add capital back into quality stocks that have sold off a bit.So in the near term, keep your powder dry -- but be ready to act once that moment arrives.Lance and I discuss this coming oppportunity, as well as AI, energy, Tesla, why the Fed is 'too late' in its policy response yet again, as well as Lance's firm's latest trades in this week's Market Recap.For everything that mattered to markets this week, watch this video.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#marketcorrection #tesla #artificialintelligence _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.
Markets rallied a bit on Monday, despite the turmoil in the Middle East. Retail investors bought heavily into the dip. Futures this morning are slightly depressed. Oil prices fell, stock prices rose, and really, nothing has changed. Bulls are still trying to drive the market higher, but struggling to do so; momentum is beginning to slow. A bit of perspective: Markets finished the first quarter, and then fell sharply in April, followed by the current upward thrust that has continued through the second quarter. This has gotten pension funds off-sides, a situation that must be corrected before the end of the month: Therein lies the downside risk to markets. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch today's video here: https://www.youtube.com/watch?v=cIyoblbtIdg&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Register for our next live webinar, "Financial Independence Candid Coffee," June 28, 2025: https://streamyard.com/watch/BUr4UuRVt6Uj ------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #PensionFund #DownsideRisk #BullishMarkets #USDollar #IranIsraelConflict #MarketRally #20DMA #50DMA #100DMA #200DMA #InvestingAdvice #Money #Investing
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Liz and Sarah discuss the downside of being deadline driven. They love a deadline, but sometimes creative projects need more room to breathe than a deadline allows. In Take A Hike, Sarah suggests growing something. She’s taken up gardening, and it’s making her happier, healthier, and more productive! Then Liz gives herself a Hit for being a connector, and Sarah gives a Bomb to the Ojai trash system. This week’s Hollywood Hack will add more fun to your life: get the whimsical version of something you need (like paper clips). Finally, Liz recommends the book Little Bosses Everywhere: How the Pyramid Scheme Shaped America by Bridget Read. Sign up for Liz & Sarah’s free weekly Substack newsletter at https://happierinhollywoodpod.substack.com. It will come right to your inbox! Get in touch on Instagram: @Sfain & @LizCraft Get in touch on Threads: @Sfain & @LizCraft Visit our website: https://happierinhollywood.com Join our Facebook group: https://www.facebook.com/HappierinHollywood/ Happier in Hollywood is part of ‘The Onward Project,’ a family of podcasts brought together by Gretchen Rubin—all about how to make your life better. Check out the other Onward Project podcasts—Happier with Gretchen Rubin, andSide Hustle School . If you liked this episode, please subscribe, leave a review, and tell your friends! Note: Go to the Happier In Hollywood Facebook Group for Liz and Sarah’s extensive Teens/Tweens Gift Guide. Thanks to listeners for such great ideas! Link below. https://www.facebook.com/groups/903150719832696/permalink/3081705578643855/ LINKS: Happier In Hollywood on Substack: https://happierinhollywoodpod.substack.com/?utm_source=global-search Bird by Bird by Anne Lamott: https://amzn.to/3FJwgWc On Writing: A Memoir of the Craft: https://amzn.to/441n1sC Navigating the Future of Entertainment Summit: https://members.thearnoldacademy.com/navigating-the-future-of-creative-work-live-summit Drama Darling podcast: https://podcasts.apple.com/us/podcast/drama-darling-a-real-housewives-comedy-podcast/id1684156555?i=1000710903737 Grosse Pointe Garden Society trailer: https://www.youtube.com/watch?v=iwJ8P6GZvkU Midori paper clips: https://amzn.to/4jE4vMr More cute paper clips: https://amzn.to/3FEtZvn Little Bosses Everywhere: How the Pyramid Scheme Shaped America: https://amzn.to/4mTKrIJ Photo by Dan Cristian Pădureț on Unsplash See omnystudio.com/listener for privacy information.
Footballguys The Audible - Fantasy Football Info for Serious Fans
Polarizing players can give you the most value in your fantasy drafts! These are the players to target! Sigmund Bloom is joined by JJ Zachariason to go over the biggest names in fantasy football. #fantasyfootball watch on YouTube -> https://youtu.be/x3W9uoq3_qM
You're encouraged to save, delay gratification, and be disciplined with your spending—but what happens when that mindset becomes a roadblock in retirement? In this episode, we discuss: The psychology of postponement How to unwind a lifetime of discipline The “Joy Budget” concept Tools to reframe spending Today's article is from The Wall Street Journal titled, The Downside of Delayed Gratification. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade is joined by Les McDaniel to discuss how to shift from saving mode to truly living in your retirement years. Show Notes: RetireWithPurpose.com/502
Our analysts Seth Carpenter and Serena Tang discuss why they believe the global economy is set to slow meaningfully in the second half of 2025.Read more insights from Morgan Stanley.----- Transcript -----Serena: Welcome to Thoughts on the Market. I'm Serena Tang, Morgan Stanley's, Chief Global Cross-Asset Strategist.Seth: And I'm Seth Carpenter, Morgan Stanley's Global Chief Economist.Serena: Today we'll discuss Morgan Stanley's midyear outlook for the global economy and markets.It's Wednesday, May 21st at 10am in New York.Seth, you published a year ahead outlook last November. Since President Trump took office back in January, there's been pretty significant policy and economic uncertainty and quite a few surprises. With this in mind, what is your current outlook for the global economy for the second half of this year and into 2026.Seth: So, we titled the outlook Skewed to the Downside because we really do think the U.S. economy, the global economy, is set to slow meaningfully from where we were coming into this year. Let's start with the U.S.As you said, policy changes came in a lot this year since the new administration took over. I would say the two key ones from a macro perspective so far have been trade policy and immigration policy.Tariffs have gone up, tariffs have gone down, tariffs have been suspended. Right now, what we think is going to ultimately take place is that we will see persistent, notable tariffs on China, lower tariffs on the rest of the world, and then we'll have to see how things evolve. What does that mean? Well, it means for the U.S. higher inflation and lower growth. In addition, immigration reform means that growth is going to slow because the growth rate of the labor force is going to slow.Now around the rest of the world, the tariff shock matters as well. When the U.S. puts in tariffs on its imports from other countries, that's negative demand for those other countries. So, we're looking for pretty weak growth in the euro area. Now, I will note, lots of people were excited about possible expansionary fiscal policy in Germany, and we think that's still there. We just don't think it's enough to give the euro area robust growth.In Asia, China's a main driver of the economy. China is a big recipient of these tariffs. We think the deflation cycle that we expected in China keeps going on. This reduction in demand from the U.S. is not going to help, but there'll probably be a little bit at the margin offsetting fiscal policy.So, what does that mean put together? Lackluster growth in China. Call it 4 percent slow growth for yet another year. Overall, the global economy should step down. Will it be a recession? That's one of the key questions that we hear from clients, but we don't think so. Not quite. Just a meaningful step downSerena: Interesting. Any particular regions that seem to be bright spots or surprises -- or perhaps have seen the biggest shift in your outlook?Seth: I guess I'd flag two potential bright spots around the world. The first is India. India has been, for us, a favorite. It will have the highest growth rate of any economy that we have in our coverage area. And because it's such a big economy, that's part of why the global economy can't lose that much steam. India has lots going for it. There are cyclical factors boosting growth in the near term. But there are also longer-term structural policy driven reasons to think that Indian growth will stay solid for the foreseeable future.I guess I'd also throw in Japan. Now its growth rate isn't going to be anywhere near the kind of growth in number terms that we're going to see from India. But this has to be taken in the context of 25 years of essentially zero growth of nominal GDP. The reflationary cycle that we think started a couple years ago remains intact, even with the tariff shock. And so, we're pretty optimistic still that Japanese reflation will continue.Serena: And to what extent are U.S. tariffs contributing to global inflationary pressures? I mean, how do you expect the Fed and other central banks to respond?Seth: The tariffs are imposed by the United States on most of the imports coming into the country, whereas other countries, maybe they have some retaliatory tariffs just against the U.S., but definitely not as broad as the U.S. That means for the U.S. tariffs are going to drive up inflation domestically and drive down growth, whereas for the rest of the world, it's mostly just a negative demand shock. So, they will be disinflationary for the rest of the world and pushing down growth.What does that mean for central banks? Well, outside of the U.S., central banks are going to see this as slowing aggregate demand, and so it's pretty clear what it is that they want to do. If they were hiking, they can stop hiking. If they were going to hold steady, they can lower rates a little bit. And if they were already lowering interest rates like the European Central Bank, well they can probably keep going with that without having to worry. And that's why we think the ECB is going to lower its policy rate to probably 1.5 percent and maybe even lower, which is below where the market is expecting things.Now for the Fed, things are much more tricky. The Fed cares about inflation, the Fed cares about U.S. growth, and both of those variables are going in the opposite direction of what they want over the rest of this forecast. Right now, inflation's too high for the Fed, and history shows that inflation goes up first with tariffs before the growth rate hits. So, the Fed's probably going to wait until the hard data show a bigger slowdown in the economy, a worsening. And the labor market. That is a bigger concern for them than the already too high inflation that is set to rise further over the rest of the year.Serena: And in your view, how does trade policy uncertainty influence business investment, particularly in export-oriented industries or in economies tightly linked to U.S. demand?Seth: Yeah. I think it has to be negative and therein lies one of the biggest challenges is just how negative. And I can't say for sure. But what we do know is that an uncertainty tends to be very negative for business investment spending decisions. If you're trying to make a decision, should I build a new factory?This is something that's going to have a long life to it, and you're going to get benefits hopefully for several years. How big are those benefits relative to the cost? Well, right now it's not at all clear, and so there's an option value to waiting.And we think that uncertainty is depressing investment decisions right now. I think it has to affect export-oriented industries. There's a lot of questions about what sort of retaliatory tariffs, other countries might impose.But it also affects domestic driven businesses because, well, they're going to have to see what their demand is. And some of the ones that are just focused on the U.S. economy are selling imported goods. So, it affects businesses across the board. Serena: Right. And how do U.S. tariff hikes spill over into emerging markets, and how might these countries buffer against these shocks?Seth: Yeah, I think there's a range of outcomes and the range is as wide as there are different countries. If you stay close to home. Take Mexico. Mexico is a big trading partner with the U.S. and early on in this whole tariff discussion, they were actually the targets of lots of tariff threats. That could have hurt them directly because there'd be less demand for their exports to the United States.Now we've got some resolution. We have the trade agreement with Canada and Mexico, and most of Mexico's exports to the U.S. are exempt under those conditions. However, the indirect effect is important as well. Mexico is very attached to the U.S. economy, and so as the U.S. economy slows because of these tariffs, the Mexican economy will slow as well.But there's also an indirect effect through currency markets, and I think this is a channel that's more broadly applicable across EM. If the Fed is going to be on hold, like we think holding interest rates higher for longer than the market might currently think, that means that EM central banks who might want to lower their policy rate to support their economy are going to be caught in a bit of a bind.They can't afford to take the risks that their currency will misbehave if they ease too much too far ahead of the Fed. And so, I think there is a little bit of a constraint for EM central banks, thinking about how much can I attend to domestic matters and how much do I have to pay attention to external matters?Serena: Now, I know forecasting economic growth is difficult in even the best of times, and this has been a period of exceptional volatility. How are you and your economic colleagues factoring all of this uncertainty?Seth: It's a great question and luminary minds like Neils Bohr, the Nobel Laureate in physics, and Yogi Berra, everyone's favorite prophet, have both said, ‘Forecasting is hard, especially about the future.' And this time, as you note, is even more so. So, what can we do? We try to come up with as many different scenarios as we can. We ask ourselves not just what's the most likely outcome, because there's uncertainty. The policy changes could come fast and furious. We also try to ask ourselves, if tariffs were to go back up from where they are now, how would that outcome turn out. If tariffs were to go away entirely, how would that turn out?You have to start thinking more and more, I think, in terms of scenarios.Serena: And does this, in your view, change how much or how little investors should focus on the macro economy?Seth: Well, I think it means that investors have to focus every bit as much on the macro economy as they have in the past. I think it's undeniable that if we're right – and the U.S. economy slows down materially, and the global economy slows down with it – longer-term interest rates are probably going to come down along the lines of what our colleagues in interest rate strategy think. That makes a lot of sense to me. I think the trickier part though is knowing where the macro economy is going.We've got our forecast, but we are ready to make a revision if the facts change. And I think that's the trickier part for investors. The macro economy still matters but having a lot of conviction about where it's going, and as a result, what it means for asset prices? Well, that's the trickier part.Serena, you've been asking me lots of questions and they've been great questions, but I'm going to turn the table. I'm going to start asking questions right back to you.But we probably have to save that for another episode. So, let's pause it there.Serena: That sounds great Seth.Seth: And to the people listening, I want to say thanks for listening. And if you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or a colleague today.