Podcasts about Dutta

RenMac walks through this week's Fed decision, Iran's exit ramp, weakness in housing, the Byrd Bath, RMs 20% allocation to commodities, the overbought condition in oil and the momentum in financials.

RenMac Discusses TDS (Tariff Derangement Syndrome) giving way to IDF (Israeli Defense Forces), message out of real-rates, the employment picture, trajectory of the Fed, breakout in precious metals and Tuesday's Senate bill on stablecoin.

GVOZD vibez: 1.Toper, DJ 007 & Stim Axel - My Lyubim Drum & Bass (Festival Anthem) 2.John B - Halo Theme (DnB Version) 3.Green Vibes - Everybody! 4.Raspber - Sinus 5.Maduk, Dualistic & Cammie Robinson - Watching Over You 6.BoxPlot - Rose Tint 7.Reebz & Toronto Is Broken - Like Me (streetflicker vs Toronto Is Broken Remix) 8.PashaRav - Gray Matter 9.Sam Ex - Hyper Speed 10.Grafix - Don't Slow Down 11.Crissy Criss - DANCE 12.Liquid Stranger, Sully & Sukuward - Dynamite 13.T-Lex & Deep Notion - On Top 14.T & Sugah - Dont Stop 15.Pop Off x Jah Condah - Overdrive 16.Telm & Wilson/Kevala - Go 17.Sigma, Stefflon Don & Yung Saber - JUNGLE 18.Turno, P Money - Bossman 19.Xurtex - Revamp 20.Current Value - Overflow 21.Effluvium - End of Days 22.Frosta & Blinded Theory - Recall 23.Sin Buzz - Go From You (Luk Remix) 24.Freaks & Geeks & Sophie-Grace - Hooked (On A Feeling) 25.Zigi SC & A-Cray - It's Dark 26.Martin Ikin, Matroda, Sian-Lee - 4U (Matroda Drum N Bass VIP) 27.GGrossy & Монотонн - Bulldogs 28.Mayel x Irontype - Mixture 29.Punchman - Kabina 30.Counterstrike - So F***ing What 31.Absu_NTQL - Urusai 32.Mind Theory - Darkness 33.Den Blacky & Fade Duster - Time Out 34.The Mind Hackers - Prophecy 35.QO & Prdk - Popitche 36.Current Value - Evermore 37.Subtronics & Friction feat. P Money - Legends 38.Audio - Merman 39.Daymu - Wandering 40.Acaled, GNTLMAN - Symphony 41.Tweakz, Freddy B - x22 pt.2 42.B Krazy, R Secret - Knight Rider 43.The Sauce - The Beat 44.Primitive Instinct, Morrow - Deadshot 45.Bluejay, Ill Truth, dotdash - Doomsday 46.L-Side, Selecta J-Man, Rider Shafique - We Ruff 47.Kidsonic, Voice MC - Trojan 48.Dutta - 996 49.Spexion & Djss - Primal Fear 50.Procedure - Rumble Trumpet 51.Relict - Paranoid 52.Gunston - Boy Better Run 53.Niterider - Get Cracking 54.D.Komin - Horse Racing 55.Spookasonic, Kensei & kayla sings - Paradise (VIP) 56.TC - Night Vision 57.Highmotionz, Substainless - Above The Pain 58.Dutta - Check 59.NVADRZ & ALIAS - OVER(N)OVER (N) 60.Ozma/Avenax - Pili 61.Askel & Elere - Common Snipe 62.Breeze, Avalanche & Caveman Collective - Liberation 63.LCBruize - Set Yourself Free 64.Ed Solo - BOOMBASTIC 65.Oura - Armpitt 66.Virtue - No Mistakes, Just Happy Accidents 67.Virtue - Phuk-et 68.Theory - Other Jazz Dub 69.Pop Off - Drive Me Home 70.Doctor Roberts - jungle love 71.Karina Deleau, Distillat - Lakshmi 72.Mark Halflite - Love Flourish 73.Wez Walker - Last Call 74.Diana Sultan & Eastcolors - Devotion 75.Dan Guidance, Salem Focus - Why's The Water Blue 76.Dogger & DRS - Let You Down 77.Istoria - Healing Surge 78.antoanesko - Secret Origin 79.Posk, Frisco & Slay feat. Laurena Volante - Aura 80.Christy C - I See Colours 81.EXEA - Honey

More Top ESG ETFs and Companies. Includes reviews and links to 16 articles with great ETF and stock recommendations globally. By Ron Robins, MBA Transcript & Links, Episode 154, June 13, 2025 Hello, Ron Robins here. Welcome to my podcast episode 154, published June 13, 2025, titled “More Top ESG ETFs and Companies.” So, this podcast is presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content, including stock symbols and bonus material, on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. Additionally, please visit this podcast's webpage for links to the articles and additional company and stock information. I have a great crop of 16 articles for you in this podcast! ------------------------------------------------------------- More Top ESG ETFs and Companies (1) My first review article appeared on a favourite investor website, morningstar.com. It's titled Five Top ESG ETFs for US Investors and is written by Hannah Hummel. Here are some brief comments on each ETF from Ms. Hummel. “To find these 174 sustainable ETFs, we applied multiple screens across all exchange-traded funds in Morningstar's database, selecting only equity investments that are both domiciled in the United States and traded on a United States Exchange. Next, we filtered the remaining ETFs down to only those Morningstar designates as an ‘ESG Intentional Investment – Overall.' (Read here.)… All fund sizes are as of June 2, 2025. 1. iShares ESG Aware MSCI USA ETF ESGU Morningstar Category: Large Blend Morningstar Medalist Rating: Silver Morningstar ESG Risk Rating: Above Average Analyst: Lan Anh Tran IShares ESG Aware MSCI USA ETF tops our screen with $13.37 billion in assets under management. Incepted in December 2016, the fund has returned 0.48% year to date, trailing a 1.06% return for the S&P 500 and a 0.86% return for the Morningstar US Market Index in 2025. Over the past three years, the fund has posted a 13.59% annualized return, underperforming the S&P 500 at 14.41% and the Morningstar US Market Index at 14.05%. This passively managed fund tracks the MSCI USA Extended ESG Focus Index. 2. Vanguard ESG US Stock ETF ESGV Morningstar Category: Large Blend Morningstar Medalist Rating: Silver Morningstar ESG Risk Rating: Above Average Analyst: Lan Anh Tran The only ETF offered by a provider other than iShares that places among our screen's five largest vehicles is the $10.16 billion Vanguard ESG US Stock ETF. The Silver Morningstar Medalist was launched… in September 2018. Year to date, investors have seen a negative 0.21% return, leaving the fund trailing the S&P 500 and the Morningstar US Market Index by 1.27 percentage points and 1.07 percentage points, respectively. In the past three years, however, the fund has delivered a 14.45% annualized return, slightly overperforming the S&P 500 at 14.41%. Like the other four largest funds in our screen, Vanguard ESG US Stock ETF is passively managed, designed to replicate the performance of the FTSE USA All Cap Choice Index. 3. iShares ESG Aware MSCI EAFE ETF ESGD Morningstar Category: Foreign Large Blend Morningstar Medalist Rating: Silver Morningstar ESG Risk Rating: Above Average Analyst: Zachary Evens The largest ETF falling under the foreign large-blend Morningstar Category and the third largest across our screen overall is the $9.73 billion iShares ESG Aware MSCI EAFE ETF. Opened to investors in June 2016, this Silver medalist has returned an impressive 16.7% year to date against a 5.22% return for the Morningstar Global Markets Index. The fund's three-year annualized return is 11.3%, trailing the Morningstar Global Markets Index by 0.42 percentage points. In keeping with the remainder of the five largest funds in our screen, iShares ESG Aware MSCI EAFE ETF is passively managed, tracking the MSCI EAFE Extended ESG Focus Index. 4. iShares ESG Aware MSCI EM ETF ESGE Morningstar Category: Diversified Emerging Markets Morningstar Medalist Rating: Bronze Morningstar ESG Risk Rating: Above Average Analyst: Lan Anh Tran IShares ESG Aware MSCI EM ETF ranks fourth in our screen with $4.73 billion in assets under management. Launched in June 2018, the IShares ESG Aware MSCI EM ETF has returned 9.74% in 2025, beating a 7.54% return for the Morningstar Emerging Markets Index. Looking over a longer horizon, the fund's three-year annualized return is 4.62%, trailing a 5.46% return for the Morningstar Emerging Markets Index. This Bronze Morningstar Medalist is passively managed, seeking to replicate the performance of the MSCI Emerging Markets Extended ESG Focus Index. 5. iShares ESG MSCI KLD 400 ETF DSI Morningstar Category: Large Blend Morningstar Medalist Rating: Bronze Morningstar ESG Risk Rating: High Analyst: Ryan Jackson Rounding out our list of the top five largest US-domiciled ESG Equity ETFs is iShares ESG MSCI KLD 400 ETF with $4.5 billion in assets under management. Incepted in November 2006, it is the oldest fund among the five largest in our screen by nearly a decade. Year to date, DSI has returned negative 0.88%, trailing the S&P 500 by 0.18 percentage points, but outperforming the Morningstar US Market Index by 0.02 percentage points. This Bronze Morningstar Medalist passive fund seeks to replicate the performance of the MSCI KLD 400 Social Index.” End quotes. ------------------------------------------------------------- More Top ESG ETFs and Companies (2) Now, another article by Hannah Hummel on morningstar.com. This one is titled 2 Top Undervalued EV Stocks to Watch Now. Again, some brief quotes on each stock by her. Morningstar Data as of May 13, 2025. “1. Analog Devices ADI Morningstar Economic Moat Rating: Wide Price/Fair Value: 0.93 Morningstar Rating: 4 stars Sector: Technology Analog Devices is a leading global manufacturer of mixed-signal and analog chips. [Its] chips function by translating environmental conditions like temperature and sound into viable digital signals. The company supplies chips to a diverse range of end markets, including automotive companies, as well as manufacturers of medical devices, robots, and industrial machinery. In both fiscal 2022 and 2023, the adjusted operating margin for the firm hit 49%, though it has since declined to 41% in fiscal 2024. Morningstar anticipates, however, that the adjusted operating margin for Analog Devices could reach 50% by fiscal 2028, bolstered by a projected 9% average annual growth in sales. Considering Morningstar's current fair value estimate of $245 per share, projections for fiscal 2025 are in line with a 3% free cash flow yield. At a recent $226.68 per share, Analog Devices was trading at a 7% discount to Morningstar's fair value estimate. 2. NXP Semiconductors NXPI Morningstar Economic Moat Rating: Wide Price/Fair Value: 0.76 Morningstar Rating: 4 stars Sector: Technology NXP Semiconductors is a prominent player among automotive semiconductor manufacturers. Like Analog Devices, the firm's expertise is not limited solely to automotive chipmaking, as it also sells to the mobile, communications infrastructure, and industrial markets. Moreover, through enabling near-field communication, or NFC, NXP Semiconductors powers the mobile wallet offerings of multiple high-profile clients, the likes of which include Google GOOGL and Apple AAPL. Although the firm lost 5.0% in revenue in 2024 and Morningstar models an 8.5% decrease in revenue this year amid tariff-related market challenges, Morningstar anticipates a recovery by 2026. Indeed, Morningstar models indicate that NXP Semiconductors' revenue could increase 6% in 2026 as EV designs call for an increasing proportion of chips embedded into their systems. Morningstar's fair value estimate for NXP Semiconductors currently sits at $280 per share, indicating a 6% free cash flow yield for 2025. At a recent $212.40 per share, NXP Semiconductors was trading at a 24% discount to Morningstar's fair value estimate.” End quotes. ------------------------------------------------------------- More Top ESG ETFs and Companies (3) My third article brings us back to a favourite sector for ethical and sustainable investors. The article is titled 3 Alternative Energy Stocks to Watch Amid Escalated Tariff Uncertainty and was found on zacks.com and is by analyst Aparajita Dutta. Her article is a comprehensive review and analysis of the industry and a few of its leading companies. Here are some quotes by Ms. Dutta from her article. “The Alternative Energy Industry has outperformed its sector as well as the Zacks S&P 500 composite over the past year. The stocks in this industry have collectively surged 41.9% in the past year against the Oils-Energy sector's 9.8% decline. The Zacks S&P 500 composite has gained 11.7% in the same time frame… 1. Ormat Technologies ORA Based in Reno, NV, the company is primarily engaged in the geothermal energy power business. On May 27, 2025, Ormat Technologies announced a $62 million Hybrid Tax Equity partnership with Morgan Stanley Renewables to support its Lower Rio and Arrowleaf energy storage and solar projects, expected to be operational by the end of 2025. This innovative financing will help Ormat monetize $160 million in tax benefits in 2025, boosting profitability and supporting its long-term energy storage growth strategy. The Zacks Consensus Estimate for the company's 2025 sales implies an improvement of 8.4% from the previous year's estimated figure. The stock boasts a long-term (three-to-five years) earnings growth rate of 10%. The company currently carries a Zacks Rank #2 (Buy). Ormat Technologies, Inc. (ORA): Free Stock Analysis Report. 2. Standard Lithium SLI Based in Vancouver, Canada, Standard Lithium is a technology and lithium development company. Its flagship project is located in southern Arkansas, where it is engaged in the testing and proving of the commercial viability of lithium extraction. On May 29, 2025, it was announced that Smackover Lithium, a joint venture between Standard Lithium and Equinor, has secured AOGC approval for a 2.5% lithium royalty rate for Phase I of its South West Arkansas Project, marking the first such approval in the state. This milestone sets a regulatory precedent and enhances Standard Lithium's pathway to commercial production by 2028. The Zacks Consensus Estimate for Standard Lithium's 2025 bottom line is pegged at a loss of 8 cents per share, suggesting a solid improvement from the year-ago quarter's reported loss of 13 cents. The bottom line beat the consensus estimate in the last reported quarter. Standard Lithium currently carries a Zacks Rank #2. Standard Lithium Ltd. (SLI): Free Stock Analysis Report. 3. Bloom Energy BE.VI Based in San Jose, CA, the company generates and distributes renewable energy. On April 30, 2025, Bloom Energy posted its first-quarter 2025 results. Revenues of $326 million reflected an increase of 38.6% year over year. Bloom Energy's gross margin was 27.2%, reflecting a 110 basis points improvement over last year's reported figure. The stock holds a long-term earnings growth rate of 24.4%. The Zacks Consensus Estimate for 2025 sales implies an improvement of 19.3% from the previous year's reported figure. The company currently carries a Zacks Rank #3 (Hold). Bloom Energy Corporation (BE): Free Stock Analysis Report.” End quotes ------------------------------------------------------------- More articles of interest from around the world for ethical and sustainable investors 1. Title: Best Natural and Organic Food Stocks to Keep an Eye On in 2025 on finance.yahoo.com. (Updated.) By Sumit Singh of Zacks. Original article featured in my Podcast: The Low-Carbon Stocks for Sustainable Investors. 2. Title: 5 Best Sustainable Investment Platforms for UK Investors on moneymagpie.com. By Ruby Layram. 3. Title: Triodos Investment Fund Earns Rare Perfect Score on financial-news.co.uk. By Danielle Trigg. 4. Title: Triodos Bank UK Recognised as Ethical ‘Best Buy' for Investment Funds and Stocks & Shares ISAs. On and by ffnews.com. 5. Title: Top 10: Sustainable Supply Chains on sustainabilitymag.com. By James Darley. 6. Title: M & T Bank a Top Socially Responsible Dividend Stock With 2.9% Yield (MTB) on nasdaq.com. By BNK Invest. 7. Title: Top 10: ESG Ratings Providers on sustainabilitymag.com. By James Darley. 8. Title: Australian Ethical Investment Leads These 3 Promising Small Caps with Strong Potential on and by simplywall.st/stocks/au. 9. Title: These 3 Nuclear Stocks Should Be on Your Energy Radar on oilprice.com. By Alex Kimani. 10. Title: There's Absolutely Massive Demand Growth Ahead for This Well-Positioned High-Yield Stock on finance.yahoo.com. By Reuben Gregg Brewer. 11. Title: Our top rated ESG ETFs on morningstar.com.au. By Simonelle Mody. 12. Title: How to Invest in Green Bonds on morningstar.com. (Lists 6 green bond funds). By Charity Blue and Leslie P. Norton. 13. Title: The 50 most sustainable companies in Europe on corporateknights.com. Introduction by Tristan Bronca. ------------------------------------------------------------- Ending Comment These are my top news stories with their stock and fund tips for this podcast, “More Top ESG ETFs and Companies.” Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these deeply troubled times! Contact me if you have any questions. Thank you for listening. I'll talk to you next on June 27th. Bye for now.   © 2025 Ron Robins, Investing for the Soul

01. Toper, Dj 007 & Stim Axel - My Lyubim Drum & Bass (Festival Anthem) 02. John B - Halo Theme (Dnb Version) 03. Green Vibes - Everybody! 04. Raspber - Sinus 05. Maduk, Dualistic & Cammie Robinson - Watching Over You 06. Boxplot - Rose Tint 07. Reebz & Toronto Is Broken - Like Me (Streetflicker vs. Toronto Is Broken Remix) 08. Pasharav - Gray Matter 09. Sam Ex - Hyper Speed 10. Grafix - Don't Slow Down 11. Crissy Criss - Dance 12. Liquid Stranger, Sully & Sukuward - Dynamite 13. T-Lex & Deep Notion - On Top 14. T & Sugah - Don T Stop 15. Pop Off X Jah Condah - Overdrive 16. Telm & Wilson/Kevala - Go 17. Sigma, Stefflon Don & Yung Saber - Jungle 18. Turno, P Money - Bossman 19. Xurtex - Revamp 20. Current Value - Overflow 21. Effluvium - End Of Days 22. Frosta & Blinded Theory - Recall 23. Sin Buzz - Go From You (Luk Remix) 24. Freaks & Geeks & Sophie-Grace - Hooked (On A Feeling) 25. Zigi Sc & A-Cray - It's Dark 26. Martin Ikin, Matroda, Sian-Lee - 4U (Matroda Drum N Bass Vip) 27. Ggrossy & Монотонн - Bulldogs 28. Mayel X Irontype - Mixture 29. Punchman - Kabina 30. Counterstrike - So F***Ing What 31. Absu Ntql - Urusai 32. Mind Theory - Darkness 33. Den Blacky & Fade Duster - Time Out 34. The Mind Hackers - Prophecy 35. Qo & Prdk - Popitche 36. Current Value - Evermore 37. Subtronics & Friction feat. P Money - Legends 38. Audio - Merman 39. Daymu - Wandering 40. Acaled, Gntlman - Symphony 41. Tweakz, Freddy B - X22 Pt.2 42. B Krazy, R Secret - Knight Rider 43. The Sauce - The Beat 44. Primitive Instinct, Morrow - Deadshot 45. Bluejay, Ill Truth, Dotdash - Doomsday 46. L-Side, Selecta J-Man, Rider Shafique - We Ruff 47. Kidsonic, Voice Mc - Trojan 48. Dutta - 996 49. Spexion & Djss - Primal Fear 50. Procedure - Rumble Trumpet 51. Relict - Paranoid 52. Gunston - Boy Better Run 53. Niterider - Get Cracking 54. D.Komin - Horse Racing 55. Spookasonic, Kensei & Kayla Sings - Paradise (Vip) 56. Tc - Night Vision 57. Highmotionz, Substainless - Above The Pain 58. Dutta - Check 59. Nvadrz & Alias - Over(N)Over (N) 60. Ozma/Avenax - Pili 61. Askel & Elere - Common Snipe 62. Breeze, Avalanche & Caveman Collective - Liberation 63. Lcbruize - Set Yourself Free 64. Ed Solo - Boombastic 65. Oura - Armpitt 66. Virtue - No Mistakes, Just Happy Accidents 67. Virtue - Phuk-Et 68. Theory - Other Jazz Dub 69. Pop Off - Drive Me Home 70. Doctor Roberts - Jungle Love 71. Karina Deleau, Distillat - Lakshmi 72. Mark Halflite - Love Flourish 73. Wez Walker - Last Call 74. Diana Sultan & Eastcolors - Devotion 75. Dan Guidance, Salem Focus - Why's The Water Blue 76. Dogger & Drs - Let You Down 77. Istoria - Healing Surge 78. Antoanesko - Secret Origin 79. Posk, Frisco & Slay feat. Laurena Volante - Aura 80. Christy C - I See Colours 81. Exea - Honey

01. Toper, Dj 007 & Stim Axel - My Lyubim Drum & Bass (Festival Anthem) 02. John B - Halo Theme (Dnb Version) 03. Green Vibes - Everybody! 04. Raspber - Sinus 05. Maduk, Dualistic & Cammie Robinson - Watching Over You 06. Boxplot - Rose Tint 07. Reebz & Toronto Is Broken - Like Me (Streetflicker vs. Toronto Is Broken Remix) 08. Pasharav - Gray Matter 09. Sam Ex - Hyper Speed 10. Grafix - Don't Slow Down 11. Crissy Criss - Dance 12. Liquid Stranger, Sully & Sukuward - Dynamite 13. T-Lex & Deep Notion - On Top 14. T & Sugah - Don T Stop 15. Pop Off X Jah Condah - Overdrive 16. Telm & Wilson/Kevala - Go 17. Sigma, Stefflon Don & Yung Saber - Jungle 18. Turno, P Money - Bossman 19. Xurtex - Revamp 20. Current Value - Overflow 21. Effluvium - End Of Days 22. Frosta & Blinded Theory - Recall 23. Sin Buzz - Go From You (Luk Remix) 24. Freaks & Geeks & Sophie-Grace - Hooked (On A Feeling) 25. Zigi Sc & A-Cray - It's Dark 26. Martin Ikin, Matroda, Sian-Lee - 4U (Matroda Drum N Bass Vip) 27. Ggrossy & Монотонн - Bulldogs 28. Mayel X Irontype - Mixture 29. Punchman - Kabina 30. Counterstrike - So F***Ing What 31. Absu Ntql - Urusai 32. Mind Theory - Darkness 33. Den Blacky & Fade Duster - Time Out 34. The Mind Hackers - Prophecy 35. Qo & Prdk - Popitche 36. Current Value - Evermore 37. Subtronics & Friction feat. P Money - Legends 38. Audio - Merman 39. Daymu - Wandering 40. Acaled, Gntlman - Symphony 41. Tweakz, Freddy B - X22 Pt.2 42. B Krazy, R Secret - Knight Rider 43. The Sauce - The Beat 44. Primitive Instinct, Morrow - Deadshot 45. Bluejay, Ill Truth, Dotdash - Doomsday 46. L-Side, Selecta J-Man, Rider Shafique - We Ruff 47. Kidsonic, Voice Mc - Trojan 48. Dutta - 996 49. Spexion & Djss - Primal Fear 50. Procedure - Rumble Trumpet 51. Relict - Paranoid 52. Gunston - Boy Better Run 53. Niterider - Get Cracking 54. D.Komin - Horse Racing 55. Spookasonic, Kensei & Kayla Sings - Paradise (Vip) 56. Tc - Night Vision 57. Highmotionz, Substainless - Above The Pain 58. Dutta - Check 59. Nvadrz & Alias - Over(N)Over (N) 60. Ozma/Avenax - Pili 61. Askel & Elere - Common Snipe 62. Breeze, Avalanche & Caveman Collective - Liberation 63. Lcbruize - Set Yourself Free 64. Ed Solo - Boombastic 65. Oura - Armpitt 66. Virtue - No Mistakes, Just Happy Accidents 67. Virtue - Phuk-Et 68. Theory - Other Jazz Dub 69. Pop Off - Drive Me Home 70. Doctor Roberts - Jungle Love 71. Karina Deleau, Distillat - Lakshmi 72. Mark Halflite - Love Flourish 73. Wez Walker - Last Call 74. Diana Sultan & Eastcolors - Devotion 75. Dan Guidance, Salem Focus - Why's The Water Blue 76. Dogger & Drs - Let You Down 77. Istoria - Healing Surge 78. Antoanesko - Secret Origin 79. Posk, Frisco & Slay feat. Laurena Volante - Aura 80. Christy C - I See Colours 81. Exea - Honey

RenMac discusses the latest payroll print and why the Fed may use it to stay on the sidelines, the improvement in small-cap performance, the call between Xi and Trump, and the implications of the fallout between Musk and Trump.

RenMac discuss the latest developments on the tariff front, the administration's multiple avenues to pursue their trade agenda, the slowing in the labor and housing markets, and the nuance behind the adage of “sell in May and go away.”

RenMac talks government bonds, the divergence in the $ and rates, the global repudiation of government debt, and the implications, Bitcoin's new high, Trump's tax bill, and the importance of momentum from this point forward.  

RenMac double-clicks on bond market's message, GOP reconciliation, deGraaf's Thrust and implications, Gold's seasonality, energy implications and Knicks vs Celtics

In this episode, Sonia Dutta sits down with acclaimed actor Nawazuddin Siddiqui to dive into his gripping new film Costao, now streaming on Zee5 Global. Based on the real-life hero Costao Fernandes—a Goa customs officer who risked it all to expose a massive gold smuggling racket—Costao tells a story of courage, sacrifice, and justice and our resident Love Guru gets flirty at eight-thirty. The UK's number one commercial Asian station brings you a medley of stories, interviews, opinions and chat on matters we are passionate about - Bollywood, music, politics, books and more. Many of your favourite presenters from the radio, are here to entertain you in a podcast. Listen to Sunrise Radio on 963/972 am | DAB |  Sunrise Radio App | Sunriseradio.com | Smart Speakers 

RenMac dives into the latest on tariffs, Powell's position, the RenMac Retest Rule, Communion suggestions for the new Pope, how the markets and the economy are similar but different, and the definition of a Knickerbocker

In this episode, Neil Dutta from Renaissance Macro joins the show to discuss why he didn't call for a recession in previous years but IS calling for one in 2025, why the labor market is looking bleak, and how tariffs, wages, and oil play into the inflation outlook. We also delve into what the Fed should be doing headed into the FOMC meeting, Fed independence & the future Chairman, how the long bond will react to a recession, and more. Enjoy!—Follow RenMac: https://x.com/RenMacLLC Follow Felix: https://x.com/fejau_incFollow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx —Join us at Permissionless IV June 24th - 26th. Use code FG10 for 10% OFF! https://blockworks.co/event/permissionless-iv—Blockdaemon is the gateway to the decentralized economy, securing over $110B in digital assets for 400+ institutions with blockchain nodes, APIs, MPC wallets and vaults, and staking solutions. Learn more: www.blockdaemon.comAt Ondo, we design institutional-grade platforms, assets, and infrastructure to bring financial markets onchain. We believe that combining the best of TradFi with the best of DeFi will dramatically improve our financial system—making it fairer, faster, and more accessible to all.Learn more about how Ondo is bringing capital markets onchain at https://ondo.finance/ Ledger, the world leader in digital asset security for consumers and enterprises, proudly sponsors Forward Guidance, where traditional finance meets crypto. As Ledger celebrates a decade of securing 20% of the world's crypto assets, it offers a secure gateway for those entering digital finance. Buy a LEDGER™ device today and protect your assets with top-tier security technology. Buy now on https://Ledger.com.—Timestamps:(00:00) Introduction __ Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

RenMac unpacks the latest employment report, the discrepancy between soft and hard data, the importance of considering “what can go right vs wrong” when bearish sentiment is at an extreme, the potential for thawing trade negotiations, the lack of escape velocity in this market but why we're not pulling the plug on our tactical call, this week's mail bag, and Jeff's long-shot Derby play.

Over three thousand years ago, yogis knew what scientists are discovering today: The mind has the power to destroy us or to propel us to greater peace, vitality, and freedom.  Yet yoga's profound teachings on the mind and consciousness are often overlooked in contemporary practices, which tend to focus primarily on physical postures and breathwork. Today, my guest, Reema Dutta, will share these timeless teachings with us, emphasizing the practices and principles we can adopt to enhance our lives. Reema Datta is the founder of the Yogi's Way, a holistic method that integrates movement, breathing, and consciousness practices with a focus on emotional well-being. She is certified to teach Ashtanga yoga and Tibetan heart yoga and is an Ayurvedic therapist. Since 2002, she has taught yoga training and retreats in over twenty countries across five continents. Her students include Sting, Paul Simon, Edie Brickell, Zainab Salbi, Sujatha Baliga, and thousands of other practitioners globally. In this interview, Reema offers lessons and practices rooted in yogic wisdom, cutting-edge science, and the realities of modern life. These can empower us to break free from our minds' destructive tendencies and experience lasting peace.

RenMac discusses Trump backing off on Powell's firing, why a slower growth environment could mean a more consensus Fed pick, the latest in trade negotiations, what areas to watch to see how survey-data and hard-data reconcile, what tactical indicators we use to see where the bond market is headed, and a preview of next week's employment data.

Need some support on your fitness journey? We review two apps that offer free workouts, progress tracking, and community. Click play to learn more!   Body by Blogilates on the App Store: https://apps.apple.com/us/app/body-by-blogilates/id1520242025 Body by Blogilates on Google Store: https://play.google.com/store/apps/details?id=com.blogilates.body&hl=en_US FitOn App: https://fitonapp.com/   Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.   Resources: Apps for Cyber Security: https://lnk.to/asga80 Diversify Your Insurance Portfolio & Reap Real Rewards: https://lnk.to/asg651 How to Better Market Yourself: https://ritterim.com/blog/how-to-better-market-yourself/ How Medicare Helps Your Clients Stay Healthy: https://ritterim.com/blog/how-medicare-helps-your-clients-stay-healthy/ How to Create a Healthy Balance Between Work and Life: https://lnk.to/asg643   References: “#1 Free Fitness App, Stop Paying for Home Workouts.” FitOn, https://fitonapp.com/. Accessed 19 Mar. 2025. Jones, Autumn. “9 Workout Motivation Tips That Keep You Accountable | Planet Fitness.” Planet Fitness, https://www.planetfitness.com/community/articles/9-workout-motivation-tips-keep-you-accountable. Accessed 19 Mar. 2025. Warren, Homa. “Benefits of Exercise Classes and Groups.” Baylor College of Medicine Blog Network, 15 Feb. 2024, https://blogs.bcm.edu/2024/02/13/benefits-of-exercise-classes-and-groups/. “Body by Blogilates.” App Store, https://apps.apple.com/us/app/body-by-blogilates/id1520242025. “Blogilates - Apps on Google Play.” Google, https://play.google.com/store/apps/details?id=com.blogilates.body&hl=en_US. Accessed 19 Mar. 2025. Taylor, Ian. “Group Workouts Can Make You Fitter – If You Do It Right.” BBC Science Focus Magazine, 22 Aug. 2023, https://www.sciencefocus.com/comment/group-workouts-fitter. Dutta, Tania. “Is Working out in a Group Better for You? Science May Say Yes!” Zeel, 5 Oct. 2024, https://www.zeel.com/blog/fitness-training/is-working-out-in-a-group-better-for-you-science-may-say-yes/.   Follow Us on Social!  Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X, https://x.com/RitterIM and YouTube, https://www.youtube.com/user/RitterInsurance     Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel  Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/   Not affiliated with or endorsed by Medicare or any government agency.

RenMac discusses the importance of the Fed's independence, the likely options, the dark-cross in the Mag-7 and the implications historically for alpha generation, the latest on trade, the cards other countries may be able to play against the U.S. and why the dollar is an important window into the soul of a nation, plus a special Good Friday Mail-bag.

In this episode, we speak with Taiwo Afuape and Sumita Dutta, Co-Directors of the Institute of Family Therapy in London, to explore the rich history and bold new direction of one of the UK's leading centres for systemic practice. Together, we reflect on IFT's legacy, its role in shaping generations of family therapists, and how its current leadership is reimagining training and practice through a lens of social justice, inclusivity, and innovation. This is a conversation about change, continuity, and the power of collective vision.https://ift.org.uk/

In this episode of Native Circles, Dr. Farina King, co-editor of COVID-19 in Indian Country, talks with co-authors Dr. Amoneeta Beckstein and Dr. Tapati Dutta about their chapter, exploring the lived experiences of eight Native American college students during the pandemic. Drawing from semi-structured interviews, the chapter centers the students' voices as they navigate the challenges of COVID-19—illuminating themes of historical trauma, mental health struggles, and educational disruptions rooted in colonial legacies. Yet, amid these hardships, stories of resilience or "reziliency," cultural strength, and community support arise. In this conversation, the authors reflect on their perspectives as researchers and underscore the students' expressions of survivance, collectivistic coping, and cultural healing.Dr. Beckstein is an Assistant Professor of Psychology at Fort Lewis College whose work focuses on multicultural counseling, mindfulness, and decolonizing psychology to promote healing for BIPOC and Indigenous communities. He previously directed the Counseling Center at Webster University Thailand and brings a creative approach to mental health, including poetry and advocacy. Dr. Dutta is an Assistant Professor of Public Health at Fort Lewis College with over 25 years of experience in global health, focusing on health disparities and community-based interventions for marginalized populations. She is a Master Certified Health Education Specialist and a TEDx speaker recognized for her work in HIV prevention and compassionate public health education.Resources:Amoneeta Beckstein and Tapati Dutta, "Lived Experiences of Native American College Students During the COVID-19 Pandemic," in COVID-19 in Indian Country: Native American Memories and Experiences of the Pandemic, eds. Farina King and Wade Davies (Palgrave Macmillan, 2024), 121-143.Amoneeta Beckstein professional profile website; and Amoneeta's ResearchgateTEDx Talk "Life Lessons via Cannibals, Sex Workers & Marginalized People," TEDx Indianapolis Women.Undergraduate Research Talk "The Radical Potential of Community Research by Tapati Dutta." "Translation and assessment of encultured meaning of the Multi-Dimensional Scale of Perceived Social Support in Diné bizaad (Navajo) using community-based participatory action research methods.""Students' COVID-19 vaccine behaviors, intentions, and beliefs at a US Native American-Serving Nontribal Institution (NASNTI).""College leadership decisions and experiences during the COVID-19 pandemic: an elite interview study."Spotlight on COVID-19: An Interview with Dr. Tapati Dutta, MCHES®, by the National Commission for Health Education Credentialing Evolution of storytelling pedagogy in global health course at a U.S. Native American-Serving Nontribal Institution from Fall 2019 to Spring 2023 Fort Lewis College's Virtual International Internships

The MegaSales of the big retailers represent both risk and opportunity, and the size of both are constantly changing. Today's guest, Sunava Dutta, Chief Product Officer at Pacvue, brings a ton of insights around overall strategic organizational and process best practices and a dive into the data and what it portends for this season of the Prime Days and the Walmarts Deals. It involves all the rooms of your house and a lot of math.

RenMac walks through the turmoil in bonds, China's alternatives to creating negotiation leverage, deleveraging vs system risk, increasing recession outlook, tariff miscalculation, rising correlations, and the implications of the 10th best single day on the S&P in 100-years.

RenMac discusses the difference between trade deficits and tariffs, the “escalate to de-escalate” strategy, today's payroll numbers, how the Fed is thinking about rates, the spike in capitulation measures, and having a mind-set of “what can go right”.

RenMac discusses the upcoming “Liberation Day,” why much of the bad news might already be priced in, the strike price on the respective Trump and Fed put, and how economic conditions were already slowing before Trump was sworn into office, and AI's mailbag gone wrong.

RenMac unpacks the FOMC meeting, Trump's conversation with Putin, the deteriorating transportation names, tariff uncertainty, the likelihood of a downside economic surprise in coming months, Schumer's unwinnable position and how moving averages can help generate alpha.

RenMac discusses the potential strategy behind Schumer's decision to avoid a government shutdown, the contribution of egg prices to CPI, the deteriorating news flow with the spike in bearish market sentiment, the potential Canadian tariff strategy (or lack thereof), why we're not playing this as a bear-market and this week's mailbag regarding market tops.

Zdena and Maya discuss their reasons for choosing Boise State, adjusting to college life and how having a team makes the biggest difference.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

RenMac dissects the payrolls, the latest tariff moves, the importance of credit indications and the complete unwind of beta as well as this weeks mail-bag.

In this episode, part of our brand new Emerging Market Innovation Series, we sat down with Soumitra Dutta, Dean of the Saïd Business School at the University of Oxford. He's an expert on global innovation and the author of the Global Innovation Index, which is used by governments and institutions worldwide to shape innovation policy.  We're also joined by a friend of the pod, Hafidzi Razali who's the Founder and CEO of Strategic Counsel, who's an expert on policy-making in South-east Asia and beyond. Innovation is often seen as the driving force behind economic growth, but how can emerging markets build successful innovation ecosystems? We explore the key ingredients required to foster innovation at a national level. Soumitra Dutta has worked at the intersection of academia, business, and policy, serving as the Dean of leading business schools and advising governments on how to create innovation-driven economies. He shares key insights on how emerging markets can learn from global success stories and adapt them to their own unique environments. We dive deep into: • Defining Innovation: How innovation differs from invention and why successful market adoption is key. • National Innovation Strategies: Why political leadership plays a crucial role in fostering innovation. • The Role of Governments: How government policies, procurement, and infrastructure investments can catalyze innovation. • Emerging Market Leadership: Lessons from countries like Singapore, China, and Finland on transforming national economies. • The Role of Talent: Why attracting, developing, and retaining skilled professionals is critical for sustainable innovation. • Measuring Innovation: A breakdown of the Global Innovation Index and how emerging markets can climb the rankings. • Collaboration vs. Competition: Why innovation thrives in open, knowledge-sharing ecosystems. Key Takeaways from the Episode: 1. Innovation Requires Strong Leadership: Countries that successfully foster innovation have strong political leadership that prioritizes R&D, education, and infrastructure. 2. Government as an Enabler: From providing financial incentives to setting up digital infrastructure, how governments can play a key role in ensuring businesses and entrepreneurs can innovate effectively. 3. Why Emerging Markets Need a Unique Strategy: Instead of mimicking Silicon Valley, emerging markets must leverage their strengths, such as market-driven innovations and regulatory flexibility. 4. The Importance of Talent & Immigration: Nations that attract and retain top talent consistently outperform others in innovation. Policies that make it easier for skilled professionals to relocate can accelerate growth. 5. Learning from China & Singapore: China's strategic long-term investment in innovation and Singapore's structured approach to attracting businesses provide models that other emerging markets can adapt. 6. Infrastructure as a Foundation: A strong innovation ecosystem needs reliable digital and physical infrastructure, including roads, internet connectivity, and financial systems. 7. The Power of KPIs and Measurement: Innovation must be measured effectively—governments should not just aim to climb rankings but use metrics to improve their weakest links. 8. Open Innovation & Collaboration: The best innovation economies prioritize knowledge-sharing and open-source development over isolationist policies. Timestamps: (00:00) – Introduction to Soumitra Dutta and the Emerging Market Innovation Series (02:10) – What is innovation? Breaking down invention vs. market adoption (05:30) – Why and what kind of government policies are critical for innovation success (10:20) – Lessons from Singapore, China, and Finland on scaling innovation (18:45) – How to achieve leadership & cross-ministry collaboration in national innovation (25:10) – How AI and blockchain are reshaping innovation ecosystems at national levels (30:40) – The importance of attracting top talent to drive innovation (36:50) – Measuring innovation: How the Global Innovation Index works (42:30) – The need for systemic change to improve education, healthcare, and digital infrastructure (50:10) – Why collaboration is more important than competition in driving innovation (56:30) – Closing thoughts and final advice for emerging market leaders Join us in this compelling discussion with Soumitra Dutta, where we uncover the building blocks of national innovation ecosystems and how emerging markets can thrive in the new global economy. Follow our host on Linkedln to know more or subscribe to our emailing list to get new episodes directly into your inbox. This episode is part of the Emerging Market Innovation Series, produced in collaboration with Strategic Counsel.  

Renmac talks through the latest policy uncertainty and its history on markets, Neil interprets the latest housing and income data and how today is mirror image of 2022.  Steve discusses the March 14th budget deadline and Jeff walks through the beta reversion and what look vulnerable at this point.

Neil Dutta says “the key difference” between now and a few years ago is that people aren't thinking about recession despite a slowing economy. He thinks that it's a mistake to “wait and see” right now. The Fed has “put itself into a bind,” he adds – he thinks inflation will continue to moderate as housing costs cool off and the economy slows, especially if the Fed does not “step in” by cutting rates.======== 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

RenMac team discusses the potential for government shutdown and the calculus from Ds, the softening data and the risks created by the Fed, the deterioration in Industrials, the soft seasonality with cyclicals, China and this week's RenMac mailbag.

RenMac crew discusses the difference between a VAT and tariff, this week's inflation data, our China/HK call, the notable deterioration in internal S&P trends, D's leverage on DOGE, and this week's mail-bag: gold.

RenMac discusses implications of the latest employment report, the alignment of market's message and economic data,  Trump's “Flood the Zone” strategy, what policy uncertainty means for markets, Jeff's provincial pronunciation and the latest question from RenMac's Mail-Bag

Watch the Full Episode for FREE: Pritam Dutta - The $2 Trillion Opportunity: Zoth's Masterplan To Bring Real-World Assets To The Blockchain

Watch the Full Episode for FREE: Pritam Dutta - The $2 Trillion Opportunity: Zoth's Masterplan To Bring Real-World Assets To The Blockchain

RenMac opines on tariffs and their economic impact, bar fights and political strategy, unpacking Jevon's paradox, DeepSeek's potential genome-sequencing moment for AI, handicapping this week's confirmations, Fed's outlook on inflation, the ongoing challenges in semiconductors, and RenMac's mail-bag.

RenMac discusses the busy week in Washinton, a reminder that the cameras are always on, the importance of oil to growth and inflation, executive order perspective, new highs in SPX and STOXX 600, market internals and the importance of 10yr yields.

RenMac discusses the renewed improvement in consumer price inflation, the term premium as a driver of bond yields, the outperformance of financials and why value should continue to work in Q1, and a quick recap of Trump's cabinet picks that are testifying on the Hill.

In this episode. Amit introduces us to Hunch Mobility's work in India, where the country is regarded as a promising hub for Advanced Air Mobility - especially with several of its cities being among the most congested in the world. We talk challenges and opportunities, but also what Hunch is doing to help make India a leader in this space. As part of the company's efforts, it is organising the Urban Air Mobility Expo which is in Delhi later this month (January 2025). He talks more about who is involved and what impact the event hopes to have as key stakeholders work together to assemble the final pieces of the Advanced Air Mobility jigsaw.

RenMac discusses why the latest jobs number validates the Fed's recent pivot and why this risks a passive policy tightening, the impact of higher yields on stocks, and President-Elect Trump's views on territorial control over Greenland.

Jeff, Neil and Steve discuss the latest data from ISM, Johnson's speakership, the dollar, yields, executive actions and the momentum factor in 2024 and implications for 2025.

RenMac discusses Speaker Johnson's future, the contrast in conference board confidence now versus 2016, lingering continuing clams data, the bounce in equities, the opportunities in Hong Kong and China and next week's data.

RenMac discusses Musk's government shutdown, the politics behind Powell's statement, Beta's vulnerability, the decaying wall-of-worry and the potential for a currency crisis.

Today's guest is Sambit Dutta, Vice President of Digital Strategy for Nestlé's US operations. Sambit joins us on the program to discuss how digital transformation is reshaping the procurement and supply chain functions, especially within the food and beverage industry. From navigating challenges in supply chain resilience to building AI-driven efficiencies, Sambit provides insights into the dynamic factors shaping the future of these critical functions. This episode is part of a special series on AI in procurement workflows sponsored by Arkestro. Learn how brands work with Emerj and other Emerj Media options at emerj.com/ad1.

RenMac discusses the latest inflation data, why the data may be trending better for bonds than the consensus, how equity factors are set-up, the power vacuum in Syria, what's behind Trump's inauguration invite of Xi's and Chinese equities.

RenMac discusses the latest payroll data, bubbling animal spirits and sentiment, an update to our market cycle clock and pardon implications and precedents.

RenMac discusses the mismatch between housing data and consumer confidence, the motivations behind Trump's initial tariff salvo, how seasonality and sentiment are likely to play out in equities and the vulnerability created by the weak Russian Ruble.

RenMac discusses:Latest developments with Trump appointmentsThe horserace for Treasury secretaryOngoing weakness in labor demandLow bulls in Treasuries are bullishImpact of political appointments on specific sectors

RenMac discusses latest inflation data and the impact on the Fed, what labor market's are telling us about trajectory, Latest Trump nominations, Bitcoin Breakout, Bullish cyclical call stands in stark contrast to weak semiconductors.