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Get ready for an intense, eye-opening breakdown of South Carolina gas prices and state spending!
This episode focuses on what rising interest rates are really signaling, why stock market strength may be masking weakness beneath the surface, and how investors should think about bond allocations in a higher-for-longer rate environment.Liz Ann Sonders argues that the relationship between stocks and bonds has fundamentally changed from the "Great Moderation" era. Rather than rising bond yields reflecting stronger growth and supporting stocks, today's environment looks more like an earlier inflation-driven period where higher yields can put pressure on equity valuations. Despite the S&P 500 sitting near record highs, she notes that market leadership remains highly concentrated in a small group of mega-cap technology stocks. Beneath the surface, market breadth has deteriorated significantly, with relatively few stocks making new highs and many experiencing bear market-like drawdowns. Her takeaway for investors is to avoid becoming overly concentrated, maintaining long-term time horizons, and recognize that headline index performance tells only part of the story.Collin explains that the recent rise in Treasury yields has been relatively orderly and is not primarily being driven by a surge in the term premium or investor fears about Treasury demand. Instead, yields are reflecting a resilient economy, sticky inflation, and expectations for additional Federal Reserve tightening.Finally, Collin and Liz Ann look ahead to next week's upcoming macroeconomic indicators and key data releases. On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting.If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresMoney market funds are neither insured nor guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the fund seeks to preserve the value of an investment at $1.00 per share, it is possible to lose money by investing in the fund.This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Past performance is no guarantee of future results.Investing involves risk, including loss of principal.Diversification, asset allocation, and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets.Rebalancing may cause investors to incur transaction costs and, when a non-retirement account is rebalanced, taxable events may be created that may affect your tax liability.Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.All names and market data shown are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The policy analysis provided by Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see Schwab.com/IndexDefinitionsThe Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.Negative correlation refers to investments that tend to move in opposite directions: when one rises, the other falls.(0926-BPLA) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Kelley goes through a list of mistakes to avoid when the market creates that nervous feeling. She warns again panic selling, withdrawing too soon, and trying to “catch up.” She also suggests implementing tax-efficient strategies and a healthcare and long-term care plan. Kelley also discusses the sound strategies to help retirees enter that “decumulation” stage of their life. 800-810-8060 California Wealth AdvisorsSee omnystudio.com/listener for privacy information.
In this episode, Kevin discusses the future of Social Security, Medicare, and the importance of financial planning for retirement. He shares insights on policy changes, personal finance strategies, and how to prepare for potential benefits cuts. 480-406-3396 Silver Leaf FinancialSee omnystudio.com/listener for privacy information.
Protests erupt in Austin, Texas after a delivery driver was shot and seriously wounded by an ICE agent over the weekend. Also, details on economic fallout as a result of new attacks in Iran. Plus, a look into Patrick Clancy and his wife's highly publicized '60 Minutes' interview. And, a new book claims to have unraveled one of the biggest mysteries and controversies of Thomas Jefferson. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Kelley covers mistakes to avoid in retirement planning including thinking you can beat the market, keeping all money in cash, and improper diversification. She also runs down a good list of important considerations to check off before launching retirement and discusses five things everyone needs in a retirement plan. 800-810-8060 California Wealth AdvisorsSee omnystudio.com/listener for privacy information.
In this episode of Verdict with Ted Cruz, Senator Ted Cruz and Ben Ferguson examine newly released economic data showing record median household income, historically low poverty rates, and continued low uninsured rates. They compare recent economic trends across different administrations, debate the role of media coverage in shaping public perception of the economy, and discuss the impact of data center construction on jobs, investment, and market growth.The conversation then turns to two high-profile Senate races. Cruz and Ferguson discuss undercover footage involving Texas Senate candidate James Talarico’s pastor, who comments on his campaign messaging and positions on transgender issues. They also examine reports surrounding Michigan Senate candidate Abdul El-Sayed, including controversy involving sermons by his imam, allegations concerning views on Hamas, and El-Sayed’s association with political commentator Hasan Piker. Throughout the episode, the hosts argue that voters should focus on candidates’ stated beliefs, past statements, and political records when evaluating campaigns. New Census Bureau data shows median household income reaching a record high while poverty and child poverty rates fall to historic lows. Senator Ted Cruz and Ben Ferguson argue that these economic indicators deserve far more attention and discuss why they believe the story has received limited media coverage. Topics Covered: Record-high median household income and historic poverty-rate data from the Census Bureau Child poverty reaching a reported all-time low Media coverage of economic news and competing national headlines Data center construction, job creation, and stock market growth James Talarico controversy involving comments from his pastor and campaign positioning Abdul El-Sayed, imam-related allegations, and debate over political associations Please Hit Subscribe to this podcast Right Now. Also Please Subscribe to the 47 Morning Update with Ben Ferguson and The Ben Ferguson Show Podcast Wherever You get You're Podcasts. And don't forget to follow the show on Social Media so you never miss a moment! Thanks for Listening YouTube: https://www.youtube.com/@VerdictwithTedCruz/ Facebook: https://www.facebook.com/verdictwithtedcruz X: https://x.com/tedcruz X: https://x.com/benfergusonshowYouTube: https://www.youtube.com/@VerdictwithTedCruzSee omnystudio.com/listener for privacy information.
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Kelley defines the different types of annuities and discusses the pros and cons of each. She covers immediate, fixed, variable, and fixed index annuities. She also offers tips on the right questions to ask when you meet with a financial advisor. 800-810-8060 California Wealth AdvisorsSee omnystudio.com/listener for privacy information.
Kelley explains how a solid plan beats a gut feeling, hope, or luck in order to potentially secure a successful retirement. She covers Social Security timing, smart debt management, healthcare, long-term care, estate, and lifestyle planning. She also speaks to the fear of spending many have in retirement and addresses way to bring more comfort into spending. 800-810-8060 California Wealth AdvisorsSee omnystudio.com/listener for privacy information.
Kevin explains how a healthy cash reserve could turn into a retirement plan problem. He explains how the challenges of a cash drag and how talks about that sweet spot in determining the balance of cash and proper growth in retirement. 480-406-3396 Silver Leaf FinancialSee omnystudio.com/listener for privacy information.
Kevin focuses on opportunities that exist during the financial red zone years before retirement. Some of those include higher contribution limits for those 50 and older and even higher for those between the ages of 60 and 63. He also discusses Roth conversions and how HSAs can be a triple tax benefit for those who quality. Kevin defines the financial red zone and the few years before retirement and the first few years of one’s retirement. He offered a good warning on avoiding sequence of returns risk during that period. 480-406-3396 Silver Leaf FinancialSee omnystudio.com/listener for privacy information.
Kelley opens by explaining how focusing on just a big number like 1.46 million for retirement can create a false sense of secuityu. She stresses the need to have a retirement plan which includes built in income. The conversation also includes a warning from Kelley about being in the House-Rich Trap and offers tips on locating and properly allocating that old 401(k). 800-810-8060 California Wealth AdvisorsSee omnystudio.com/listener for privacy information.
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Kelley Slaught discusses essential retirement planning strategies, including managing longevity risk, healthcare costs, tax planning, and early retirement considerations. This episode provides practical advice for building a secure and flexible retirement plan. 800-810-8060 California Wealth AdvisorsSee omnystudio.com/listener for privacy information.
The latest in business, financial, and market news and how it impacts your money, reported by CNBC's Peter Schacknow Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
In this episode, Kelley discusses essential retirement planning strategies, including spending, pensions, lump sums, working in retirement, and tax considerations. Kelley offers information to help listeners make informed decisions for a secure and confident retirement. 800-810-8060 California Wealth AdvisorsSee omnystudio.com/listener for privacy information.
With Liz Ann Sonders away, Collin Martin is joined by Schwab Head of Macro Research and Strategy Kevin Gordon for an in-depth conversation on the economy, Federal Reserve policy, bond yields, equities, and global markets. The episode opens with the idea that "good news can be bad news" for markets. Kevin explains that strong economic data, particularly in the labor market, can sometimes hurt stocks because it increases the likelihood of tighter monetary policy. The conversation then turns to interest rates and the surprising resilience of markets despite elevated bond yields. Collin and Kevin discuss the Fed's increasingly hawkish tone, the unusual presence of multiple dissents favoring rate hikes, and concerns about communication from Chair Kevin Warsh. Looking ahead, Collin and Kevin identify inflation data, labor-market reports, Fed commentary, retail sales, and inflation-expectation surveys as the key indicators investors should monitor in the weeks ahead. On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts. Important Disclosures This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions. All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. Past performance is no guarantee of future results. Investing involves risk, including loss of principal. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy. Currencies are speculative, very volatile and not suitable for all investors. Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. Diversification, rebalancing, and asset allocation strategies do not ensure a profit and do not protect against losses in declining markets. All names and market data shown are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data. The policy analysis provided by Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party. Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions A hyperscaler is a large-scale cloud service provider that offers vast computing, storage, and networking resources through a distributed infrastructure of interconnected servers and software. (0826-TEWK) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
In this episode, Kelley Slaught discusses essential retirement planning strategies, including Social Security timing, tax-efficient withdrawals, portfolio adjustments, and the importance of personalized financial plans. Learn how to optimize your income streams and avoid common pitfalls as you approach and enter retirement. 800-810-8060 California Wealth AdvisorsSee omnystudio.com/listener for privacy information.
In this episode, Kevin Brucher discusses the changes to IRA inheritance rules, the importance of flexible retirement planning, and strategies to optimize tax efficiency in retirement. He also shares insights on government policies, scams targeting seniors, and tips for choosing the right state for retirement. 480-406-3396 Silver Leaf FinancialSee omnystudio.com/listener for privacy information.
In this episode of Kelley's Bull Market News, Kelley Slaught discusses essential strategies for retirement planning, including 401k rollovers, annuities, and tax planning to help listeners optimize their financial future. 800-810-8060 California Wealth AdvisorsSee omnystudio.com/listener for privacy information.
Kevin shares insights on retirement planning, tax strategies, and protecting yourself from scams in the digital age. He also covers Roth contributions and the care with which one must use in implementing a Roth conversion. Learn practical tips to maximize your financial security and navigate today's complex financial landscape. 480-406-3396 Silver Leaf FinancialSee omnystudio.com/listener for privacy information.
Friday, July 24, 2026 Today, the DOJ has withdrawn its New York Times subpoenas; the man who shot Melissa Hortman and others in Minnesota has been sentenced to two life terms plus 40 years; oil is back up over $100 a barrel as Houthis attack ships in the Bab al-Mandab; the House passed a war powers resolution but the Senate quickly voted against it; Jim Jordan's committee referred Jack Smith to the Justice Department for criminal perjury charges; a federal judge questioned the difference between Hegseth's testosterone policy and gender affirming care for troops; two officers say Hegseth forced them out after questioning his policies; home foreclosures are up 71% nationwide; Republicans blocked a bill that would stop Trump's Bribe Force One retrofit; plus Allison delivers your Good News. Thank You, Fast Growing Trees Get 20% off your first purchase FastGrowingTrees.com/dailybeans The Trump Epstein Memorial Bookmobile The Daily Beans is proud to partner with Miles Taylor and our friends at DEFIANCE.org For a limited time, members of the Daily Beans community can receive a FREE 3-month full membership to DEFIANCE.org and gain access to one of the fastest-growing pro-democracy movements in America. Join here: https://www.defiance.org/beans Join The Daily Beans and give a gift today to ensure The Trevor Project can continue its crucial work in the face of continued challenges. Donate to The Trevor Project - Daily Beans Podcast Guest: John FugelsangJohn Fugelsang Show Sirius XM Progress 127 Weekdays at 12 AM ET The John Fugelsang Podcast, John Fugelsang|Substack, @johnfugelsang|Bluesky, @JohnFugelsang|TwitterSeparation of Church and Hate by John Fugelsang The Latest Breakdown→ Epstein Survivor Recounts Meeting With Todd Blanche StoriesU.S. Withdraws Subpoenas Issued to New York Times Journalists | NYT Senate fails to advance latest attempt to limit Trump's Iran war powers | CBS News Oil tankers attacked as Iran threatens to turn second trade route into a ‘Gate of Tears' | NBC News Foreclosures on the rise nationwide, data shows | ABC News Former officers say they were forced out after questioning Hegseth's policies | MS NOW Judge questions difference between Hegseth's testosterone policy and transgender care for troops | AP News Man who killed Minnesota lawmaker Melissa Hortman sentenced to life as family describes trauma, loss | CNNGood TroubleBlock Harmful Provisions in the NDAA Defense Budget - (PASSED HOUSE) Check your voter registration and deadlines → Voter Registration Deadlines - Vote.org →Help save Texas from Ken Paxton! →Urge Democrats to Oppose and Stop Trump's Crypto Corruption | Indivisible Guide →Defiance.org/beans →Show up for our Libraries - action.ala.org →Stand With Minnesota →ICE List →iceout.org Good NewsHenry Art The Necessary Conversation - YouTube dana-goldbergs-southwest-funnyfest Oct 9 -Email Dana@DanaGoldberg.com for sponsorship informationTickets for Dana Goldberg: Outrageous - Sep 23 - Den Theater - Chicago →Share your Good News & Good Trouble - The Daily Beans →Beans Talk audio -beans-talk.simplecast.com →Email Dana LGBTQ Owned eating establishments in your area - hello@mswmedia.com Subject: “Dana's Project” Subscribe to the MSW YouTube Channel - MSW Media - YouTube Our Donation Links The Trevor Project - trevorproject.org/beans Blue Wave California - https://secure.actblue.com/donate/msw-bwc Donate to Public Citizen - https://citizen.org/beans/ Donate to It Gets Better / The Daily Beans Fundraiser Pathways to Citizenship link to MATCH Allison's Donationhttps://crm.bloomerang.co/HostedDonation?ApiKey=pub_86ff5236-dd26-11ec-b5ee-066e3d38bc77&WidgetId=6388736 Join Dana and The Daily Beans in support of Human Rights Campaign http://onecau.se/_ekes71National Security Counselors - Donate, ActBlue.com/donate/msw-bwc, WhistleblowerAid.org/beans Dr. Allison Gill - The Breakdown | Allison Gill, Mueller, She Wrote @muellershewrote.com - Bluesky, MSW & The Daily Beans Podcast @muellershewrote - Instagram, MSW Media - YouTube →Federal workers - email AG - fedoath@pm.me Dana Goldberg - Dana is on Patreon! At Dana's Dugout, @dgcomedy - Bluesky, @dgcomedy - IG, Dana Goldberg - Facebook, DanaGoldberg.com More from MSW Media - Shows - MSW Media, Cleanup On Aisle 45 pod, The Breakdown | Allison Gill Reminder - you can see the pod pics if you become a Patron. The good news pics are at the bottom of the show notes of each Patreon episode! That's just one of the perks of subscribing! patreon.com/muellershewrote Listener Survey:http://survey.podtrac.com/start-survey.aspx?pubid=BffJOlI7qQcF&ver=shortFollow the Podcast on Apple:https://apple.co/3XNx7ckWant to support the show and get it ad-free and early?https://patreon.com/thedailybeanshttps://dailybeans.supercast.com/https://apple.co/3UKzKt0 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Kelley discusses essential retirement planning strategies, including replacing your paycheck, avoiding common mistakes, and optimizing real estate and tax strategies to secure a comfortable retirement. 800-810-8060 California Wealth AdvisorsSee omnystudio.com/listener for privacy information.
* Analyst: The partisan divide in Louisiana is greater than ever * An illness that makes you allergic to red meat? Here's what to know * Lots of good news...and some bad for Louisiana's economy * These are the biggest questions facing the Saints going into training camp * What are the greatest memories of your life? * Could Ole Miss sue two former players who are now on LSU's team?
Preview for Later Today: Gene Marks reports on the healthy state of American small businesses, citing data from QuickBooks and Clover showing increased revenues and job growth. He notes that positive economic news often struggles for media attention.
We've been told since the 90's that when it comes to elections, "It's the economy, stupid". I believe we have it backwards. If we seek first the most important things, a thriving economy will follow.
We've been told since the 90's that when it comes to elections, "It's the economy, stupid". I believe we have it backwards. If we seek first the most important things, a thriving economy will follow.
The beginning of the new financial year. What did the markets do over the past 12 months? What are the stocks to keep an eye on for future gains?
Every time we open a news app, we are hit with a fresh wave of economic dread. But why does the financial forecast always sound like a pending apocalypse, even when the data tells a remarkably stable story? Longtime Planet Money contributor Alex Mayyasi joins host Zachary Karabell to offer a badly needed dose of fresh air to clear out the oppressive nature of recent economic news.Mayyasi and Karabell look at the very human reasons behind our financial panic. Mayyasi explains how Wall Street actively profits from keeping the average person confused, why working class wage increases get reported to the rest of us as frightening inflation, and the psychological strange magic of living through a growing economy with the consumer sentiment of the 2008 crash. They also break down the superstar effect, the true cost of service industries, and why the weekend is an artificial human invention worth protecting. Alex just launched a new podcast about food and economics called Gastronomics visit https://www.gastronomicspodcast.com/ to check it out! What Could Go Right? is produced by The Progress Network and Kaleidoscope. For transcripts, to join the newsletter, and for more information, visit: theprogressnetwork.org Subscribe to our (FREE) Substack newsletter: https://theprogressnetwork.org/newsletter/ Watch the podcast on YouTube: / theprogressnetwork Follow us on X, Instagram, Facebook, TikTok: @progressntwrk Subscribe to Zachary's Substack: www.edgyoptimist.substack.com/
RNT: Iran, Talarico, Trump & the IRS, Hegseth's handshake, and economic news
The Libertarian Party has just wrapped their National Convention so it seems like the perfect time to do an Anarchist Audit
-- On the Show: -- Tom Steyer, businessman, philanthropist, now running for Governor of California, joins us to discuss the campaign -- Fox News personalities and conservative commentators attack James Talarico with insults about masculinity, sexuality, and his personal life -- New GDP and income data undercuts repeated promises from Trump officials that the economy would soon reach explosive 6% growth -- Trump is overseeing major White House construction projects that have transformed the complex into a spectacle-driven branding operation -- Prosecutors open a criminal investigation into E. Jean Carroll, in the latest example of Trump using his DOJ as a personal tool for revenge -- Donald Trump delivers rambling comments and appears confused during a cabinet meeting -- Gavin Newsom proposes a 100% California tax on payments tied to pardoned January 6 defendants connected to Donald Trump -- New polling shows Donald Trump performing worse than recent presidents during some of their most difficult political moments -- On the Bonus Show: Ex-judges want Trump's IRS case reopened, more Americans are going hungry now than during the pandemic, Trump appointees push for a $250 bill with his face on it, and much more....
Three of our favorite segments from the week, in case you missed them. Economic News from Marketplace (First) | Our Bodies & Our Tech (Starts at 14:32) | Wild NYC - Air Migrations (Starts at 33:54) If you don't subscribe to the Brian Lehrer Show on iTunes, you can do that here. Photo: SAN DIEGO, CALIFORNIA - MAY 11: Gas prices over 6 dollars a gallon are seen on a sign at a Shell station on May 11, 2026 in San Diego, CA. (Photo by Kevin Carter/Getty Images) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Kai Ryssdal, host and senior editor of Marketplace, talks about the latest economic news, including recent data on inflation, jobs and productivity, the effects of President Trump's tariffs and more. Photo: High gas prices are displayed at a Shell gas station on May 11, 2026 in Burbank, California. President Trump today said he wants to suspend the national gas tax amid elevated gas prices as the war in Iran continues. The gas tax currently stands at 18.4 cents per gallon for gasoline and 24.4 cents per gallon for diesel. (Photo by Mario Tama/Getty Images) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Tara breaks down stronger-than-expected jobs data, rising wages, and bold predictions of a political and economic shakeup heading into the midterms. HOOK The economy is “smoking hot” heading into fall — at least according to new jobs numbers and top political voices. Tara says the data signals a major shift, and some insiders are predicting a political earthquake ahead. DESCRIPTION Today's AMPERWAVE DAILY dives into fresh economic data showing U.S. job growth beating expectations, with payrolls rising by 115,000 and wage growth holding steady at 4.4%. Tara and Lee break down claims that the economy is rebounding after years of wage stagnation and inflation pressures tied to federal spending and monetary policy under President Joe Biden. The episode also highlights commentary from economic voices like Larry Kudlow and former House Speaker Newt Gingrich, who argue the economy and political landscape are shifting rapidly ahead of the next election cycle. Tara also discusses broader debates over wages, inflation, purchasing power, and how recent policy shifts under President Donald Trump may be impacting economic momentum and voter sentiment heading into the midterms. KEY TOPICS Stronger-than-expected U.S. jobs report Wage growth and purchasing power trends Inflation vs. earnings debate ADP employment data and revisions Economic comparison: Biden vs. Trump eras Midterm election predictions Newt Gingrich forecast of GOP gains Larry Kudlow on economic acceleration Federal Reserve / inflation policy implications SEGMENTS SEGMENT 1 — “Jobs Report Shock” Tara opens with the latest employment data showing 115,000 new jobs added, with unemployment steady at 4.3%. The discussion focuses on why economists were caught off guard and what the numbers suggest about underlying labor market strength. SEGMENT 2 — “Wages vs. Inflation Battle” The conversation turns to wage growth at 4.4% and debates over inflation's impact on purchasing power. Tara argues that rising wages may be slowly offsetting earlier inflation pressures tied to government spending policies. SEGMENT 3 — “Economic Policy Showdown” The hosts compare current economic trends with previous years under President Joe Biden and discuss claims that earlier monetary expansion contributed to inflation and wage stagnation concerns. SEGMENT 4 — “Midterm Earthquake Predictions” Political heavyweight commentary from Larry Kudlow and Newt Gingrich fuels speculation that Republicans could see significant gains if current economic momentum continues into the election cycle under President Donald Trump. QUOTE OF THE DAY “You could see the economy is going to be smoking by this fall.” SOCIAL MEDIA TEASER
Martyn's process. Dealing with common trader pitfalls. Defining steps and methods for avoiding over-fitting."Opt My Strategy" the Robustness Testing Application built by Martyn Tinsley. Up to 25% off for Algo Advantage Subscribers!! https://www.algoadvantage.io/toolboxMartyn's paper on his new technique, "Walk Forward Correlation A Diagnostic for Over-Fitting and Structural Edge in Trading Strategy Optimisation": Our courses, community & toolbox: https://algoadvantage.ioContents:00:00 Introduction and Setup02:02 Martyn's Trading Journey12:07 Transition to Algorithmic Trading20:02 Common Pitfalls in Trading30:11 Developing Robust Trading Strategies31:55 Understanding Parameter Optimization and Performance Metrics39:43 The Impact of Economic News on Trading Strategies44:38 Identifying the True Edge of Trading Strategies52:05 Noise Reduction Techniques in Algorithmic Trading01:01:49 Research Phase vs. Optimization in Trading Strategies01:07:33 Reassessing Trading Strategies01:08:00 The Importance of Statistical Significance01:09:00 Understanding Sample Size in Trading01:10:00 Methodology for Backtesting Strategies01:11:59 The Role of Edge in Trading Strategies01:15:03 Randomness vs. Genuine Edge01:17:59 Long-Term Performance and Sample Size01:19:52 Confidence in Trading Results01:22:00 Increasing Sample Size for Better Results01:24:01 Testing Across Multiple Assets01:26:04 Optimizing Across Timeframes01:30:01 Generalizing Strategies Across Markets01:31:57 Diversification in Trading Strategies01:35:05 Final Thoughts on Strategy Optimization
Donate (no account necessary) | Subscribe (account required) Join Bryan Dean Wright, former CIA Operations Officer, as he dives into today's top stories shaping America and the world. In this brief travel-day episode of The Wright Report, Bryan shares major political fallout from Indiana's state Senate races, where Republican primary voters sent a loud message to GOP leaders: fight back in the redistricting wars or get replaced. He explains how five of President Trump's seven endorsed candidates won, replacing Republican officials who refused to aggressively redraw congressional maps and allowed Democrats to hold House seats in otherwise deep-red territory. Bryan says the results signal that GOP voters across the country want stronger action at both the state and federal level as the battle over House control intensifies heading into the midterms. He also previews Secretary of State Marco Rubio's upcoming trip to Italy to meet with Pope Leo as tensions continue over immigration and the war with Iran, and delivers a surprising update from the Middle East: the White House says the offensive phase of the Iran conflict is over, while President Trump has suddenly paused Project Freedom and eased pressure in the Strait of Hormuz to give peace negotiations more room. Bryan signals strong disagreement with that move, arguing Iran only responds to strength and warning against allowing Tehran to control one of the world's most critical waterways. Plus, Bryan highlights encouraging economic news for the White House, with factory orders and hiring both rising more than expected despite ongoing pressure from fuel prices, and shares an update on his America 250th anniversary Oregon film project, now heading into editing with teaser videos coming soon. "And you shall know the truth, and the truth shall make you free." - John 8:32 Keywords: Indiana GOP primary redistricting fight 2026 Trump endorsements House seats, Republican gerrymandering strategy state senate elections Indiana, Marco Rubio Pope Leo meeting immigration Iran conflict Vatican, Trump pauses Project Freedom Strait of Hormuz peace talks Iran 2026, Iran ceasefire negotiations offensive phase over White House update, US factory orders rise March 2026 hiring growth Trump economy, gas prices inflation approval ratings economic outlook, America 250th anniversary Oregon documentary Bryan Dean Wright, Bryan Dean Wright podcast, The Wright Report
In the 5 AM Hour: Larry O’Connor and Patrice Onwuka discussed: Patrice’s Economic News: Patrice Onwuka discusses President Trump signing an executive order expanding access to retirement accounts along with positive news on manufacturing, the housing market and overall economic growth. Trump Removes Scottish Whisky Tariffs: President Donald Trump on Thursday said he will remove tariffs on Scotch whisky, touting the move as a celebration of the connection between the U.S. and United Kingdom to cap off King Charles III and Queen Camilla’s four-day U.S. visit. (POLITICO) SPLC Update: Two Major Companies Bankrolling SPLC Will Cut Off Grants After DOJ Indictment. (Daily Signal) Biden DOJ and Catholic Nuns: Biden DOJ Lawyers Fantasized About Prosecuting Catholic Nuns, Emails Show. (Daily Wire) Where to find more about WMAL's morning show: Follow Podcasts on Apple Podcasts, Audible, and Spotify Follow WMAL's "O'Connor and Company" on X: @WMALDC, @LarryOConnor, @JGunlock, @PatricePinkfile, and @HeatherHunterDC Facebook: WMALDC and Larry O'Connor Instagram: WMALDC Website: WMAL.com/OConnor-Company Episode: Friday, May 1, 2026 / 5 AM HourSee omnystudio.com/listener for privacy information.
Donate (no account necessary) | Subscribe (account required) Join Bryan Dean Wright, former CIA Operations Officer, as he dives into today's top stories shaping America and the world. In this Monday Headline Brief of The Wright Report, Bryan covers a dramatic weekend inside Iran, including a high-risk U.S. rescue mission behind enemy lines, escalating tensions in the Strait of Hormuz, and new signals from the White House on what comes next in the war. He details the extraordinary recovery of two downed U.S. airmen in Iran, including a complex operation involving special forces, deception tactics, and reported CIA involvement that helped mislead Iranian forces during the rescue. Bryan also explains why this mission was both a tactical success and a psychological blow to the Iranian regime, while warning that the conflict is far from over as Iran continues attacks across the region and the U.S. weighs its next moves. On the domestic front, Bryan highlights a series of immigration-related arrests tied to national security concerns, including individuals with alleged ties to Iran's leadership and extremist activity. He also breaks down the growing debate over birthright citizenship and deportation policies, alongside new economic data showing strong job growth but rising pressure from energy costs tied to the ongoing war. "And you shall know the truth, and the truth shall make you free." - John 8:32 Keywords: Operation Epic Fury Iran rescue mission CIA role, US airmen rescue Iran 2026, Strait of Hormuz shipping crisis oil prices, Trump Iran war escalation timeline, immigration arrests Iranian nationals US security, birthright citizenship Supreme Court debate 2026, US jobs report March 2026 economy growth, gas prices California diesel $8 gallon, Bryan Dean Wright podcast, The Wright Report
Craig opens the show with a discussion of the overlooked stories behind the U.S. economy's surprising strength—data and trends you're probably not hearing in the headlines. Then, he dives into the political fallout surrounding the firing of U.S. Attorney General Pam Bondi, breaking down what it means and why it matters. To wrap things up, the show takes an unexpected turn when State Senator Paul Bettencourt calls in live!Become a supporter of this podcast: https://www.spreaker.com/podcast/the-craig-collins-show--6214297/support.
AI is becoming a scale and control business. On Episode 297 of The Six Five Pod, Patrick Moorhead and Daniel Newman examine the companies building the infrastructure, forming the alliances, and making the moves that will define who wins and who gets squeezed out. Control is shifting across compute, models, infrastructure, and enterprise distribution as NVIDIA, Microsoft, OpenAI, Meta, and others push to control the next phase of the AI market. The handpicked topics for this week are: NVIDIA's Full-Stack Push Gets Bigger: Following the GTC conference in San Jose, Pat and Dan break down how NVIDIA continues expanding beyond GPUs with Vera CPU, Dynamo, and a broader agentic AI stack designed to unify training, inference, orchestration, and enterprise-grade security. Microsoft, OpenAI, and Amazon Enter a New Phase of Tension: With Microsoft reportedly weighing legal action over OpenAI's growing AWS relationship, the discussion turns to exclusivity, multi-cloud strategy, and what happens when one of AI's most important alliances starts to crack. China, Compute, and the Geopolitics of AI Access: The hosts examine NVIDIA's reported H200 restart for China and what it says about export controls, policy pressure, and the global fight over advanced AI compute. Meta's $27B Infrastructure Agreement Signals the Real Race: Meta's latest infrastructure deal reinforces a central point of this episode, demand for AI capacity is still outrunning supply, and hyperscalers are moving aggressively to lock in long-term compute. OpenAI's Enterprise Push Raises Bigger Business Model Questions: As OpenAI leans harder into enterprise and eyes an eventual IPO, Pat and Dan unpack what this pivot says about monetization pressure, competitive positioning, and the need to prove a durable AI business model. The GPU Smuggling Story Shows How Valuable AI Hardware Has Become: A major smuggling case involving NVIDIA hardware spotlights the black market for AI chips and the growing intersection of compute, national security, and enforcement. The Flip: Did NVIDIA Just Change the Inference Market Again? This week's debate centers on whether NVIDIA's $20bn Groq Technology deal kills the standalone inference chip market, or whether it actually validates the market by proving just how strategically important specialized inference has become. The Fed, Micron, and Accenture Reflect a More Complicated Market: In Bulls and Bears, the hosts cover the Fed's latest decision, Micron's AI-driven momentum, and why Accenture's results still ran into skepticism despite strong execution. Meta's Workforce Cuts and AI Spend Reflect the New Corporate Tradeoff: The episode closes on the growing tension between rising AI investment and labor efficiency, as companies look for ways to fund massive infrastructure and token budgets while restructuring headcount. For a deeper dive into each topic, please click on the provided links. Subscribe to our YouTube Channel so you never miss an episode. The Decode NVIDIA GTC 2026: Vera Rubin Platform, Groq LPU Integration & $1T Demand Vision https://www.cnbc.com/2026/03/16/nvidia-gtc-2026-ceo-jensen-huang-keynote-blackwell-vera-rubin.html https://investor.nvidia.com/news/press-release-details/2026/NVIDIA-Vera-Rubin-Opens-Agentic-AI-Frontier/default.aspx https://x.com/PatrickMoorhead/status/2033662536227393952 https://x.com/danielnewmanUV/status/2033649511592284352 The Groq 3 LPU: NVIDIA's $20B Bet on Inference Economics https://www.cnbc.com/2026/03/13/a-closer-look-at-nvidias-20-billion-bet-on-tech-for-a-new-ai-chip.html https://www.tomshardware.com/tech-industry/semiconductors/nvidias-20-billion-groq-deal-produces-its-first-chip https://www.servethehome.com/decoding-the-future-of-inference-at-nvidia-groq-lpus-join-vera-rubin-platform-for-low-latency-inference/ https://developer.nvidia.com/blog/inside-nvidia-groq-3-lpx-the-low-latency-inference-accelerator-for-the-nvidia-vera-rubin-platform/ https://www.jonpeddie.com/news/nvidias-groq-tie-in/ Microsoft Threatens to Sue OpenAI Over $50B Amazon AWS Frontier Deal https://www.reuters.com/technology/microsoft-weighs-legal-action-over-50-billion-amazon-openai-cloud-deal-ft-2026-03-18/ NVIDIA Restarting H200 Chip Production for China https://www.axios.com/2026/03/17/nvidia-huang-china-h200 https://x.com/danielnewmanUV/status/1999974968143257945 Meta & Nebius Sign $27B AI Infrastructure Agreement — Largest AI Compute Deal https://nebius.com/newsroom/nebius-signs-new-ai-infrastructure-agreement-with-meta https://x.com/danielnewmanUV/status/2033531056784347240 https://x.com/PatrickMoorhead/status/2033543939526193491 OpenAI Enterprise Pivot + Q4 2026 IPO Target https://www.reuters.com/business/openai-lays-groundwork-juggernaut-ipo-up-1-trillion-valuation-2025-10-29/ https://www.forbes.com/sites/josipamajic/2026/03/19/openais-pivot-to-enterprise-is-likely-a-race-against-anthropic-and-the-ipo-clock/ Supermicro's Legal Troubles https://fortune.com/2026/03/19/supermicro-arrested-founder-smuggling-gpu-china/ https://www.bbc.com/news/articles/cy41ly2d9wko The Flip: Did NVIDIA Just Kill the Inference Chip Startup Market with the Groq Acquisition? FOR: NVIDIA Killed It — The Inference Startup Market Is Over https://www.cnbc.com/2026/03/13/a-closer-look-at-nvidias-20-billion-bet-on-tech-for-a-new-ai-chip.html https://www.jonpeddie.com/news/nvidias-groq-tie-in/ AGAINST: Startups Survive — Hyperscalers Won't Deepen NVIDIA Dependency https://www.reuters.com/business/retail-consumer/cerebras-systems-amazon-strike-deal-offer-cerebras-ai-chips-amazons-cloud-2026-03-13/ https://www.tomshardware.com/pc-components/gpus/nvidia-removes-rubin-cpx-accelerators-from-its-roadmap-groq-3-lpus-take-center-stage-as-cpx-is-removed Bulls & Bears Market Reactions to Economic News https://uk.finance.yahoo.com/news/stock-market-today-dow-sinks-750-points-sp-500-nasdaq-slide-after-fed-decision-as-powell-touts-inflation-worries-200050703.html https://www.kiplinger.com/investing/live/march-fed-meeting-2026-live-updates-and-commentary https://www.investopedia.com/stock-market-today-dow-jones-s-and-p-500-03182026-11928689 $MU Micron Technology — Revenue Almost Triples, Tops Estimates https://www.cnbc.com/2026/03/18/micron-mu-q2-earnings-report-2026.html https://x.com/PatrickMoorhead/status/2034390648519024820 https://x.com/danielnewmanUV/status/2034378642613235921 $ACN Accenture — Q2 FY2026 Earnings Beat, Stock Drops ~5% on Guidance https://www.investing.com/news/earnings/accenture-falls-despite-q2-beat-as-earnings-guidance-disappoints-4570221 https://www.zacks.com/stock/news/2886706/accenture-earnings-beat-estimates-in-q2-revenues-increase-yy https://www.investing.com/news/transcripts/earnings-call-transcript-accenture-q2-2026-beats-forecasts-but-stock-dips-93CH-4570789 https://x.com/PatrickMoorhead/status/2033348794348142595
Trump gets nightmarish economic data– the same that sank Joe Biden's presidency. Brian interviews Rep. Robert Garcia, Tommy Vietor, and Rep. Hakeem Jeffries.Shop merch: https://briantylercohen.com/shopYouTube: https://www.youtube.com/user/briantylercohenTwitter: https://twitter.com/briantylercohenFacebook: https://www.facebook.com/briantylercohenInstagram: https://www.instagram.com/briantylercohenPatreon: https://www.patreon.com/briantylercohenNewsletter: https://www.briantylercohen.com/sign-upWritten by Brian Tyler CohenProduced by Sam GraberRecorded in Los Angeles, CASee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Let's talk about Trump's inflation coming in hot and more economic news....
John Cassidy, staff writer at The New Yorker and the author of Capitalism and Its Critics: A History: From the Industrial Revolution to AI (Macmillan, 2025) talks about his recent story, "How to Prevent Insider Trading on Trump's Wars" and other recent takes on economics and politics.photo: Karoline Leavitt at her first Press Conference in 2025 (YouTube channel called White House, Public domain, via Wikimedia Commons)
Let's talk about the Trump-EU trade deal stalling and more economic news....
Washington Democrats quietly make voter roll cleanup nearly impossible. Good news for Trump on the economic front. Federal Way City Councilman Martin Moore whines about being booted from leadership. Heather Andrews with Americans for Prosperity on the ‘millionaire tax.’ // Big Local: A new ICE office could be coming to Tukwila. A person tried to catch a free ride on the back of an ambulance on I-90 in Spokane. Missing Burien boy allegedly stole a car and had an ingenious way to get out of jail -- but it failed. // You Pick the Topic: Jake Skorheim on the perils of AI.
Donate (no account necessary) | Subscribe (account required) Join Bryan Dean Wright, former CIA Operations Officer, as he dives into today's top stories shaping America and the world. In this Thursday Headline Brief of The Wright Report, Bryan leads with good news as President Trump's Five Bucket Strategy gains momentum, including a major international minerals pact designed to break China's grip on critical resources and early signs of a new rent-to-own housing pathway for young and middle-income Americans. He then explains why the AI Revolution is rattling markets and jobs alike, as new tools automate white-collar work faster than expected, raising hard questions about wages, employment, and who benefits from the coming productivity boom. Back at the border, Bryan details a quieter shift in Minnesota as local law enforcement begins cooperating more closely with ICE, allowing federal agents to pull back from street arrests and reduce risk, even as Democrats and judges escalate rhetoric and legal resistance. The episode pivots global with updates on cartel expansion into illegal vape trafficking in Mexico, a dramatic political turn in Bolivia as Chinese-backed projects are canceled and a former Marxist president vanishes, fresh evidence that China is massively expanding coal power despite climate promises, rising tensions over the Panama Canal, deepening financial strain on Russia as India weighs oil cuts, and renewed maneuvering with Iran that could set the stage for another major U.S. strike. "And you shall know the truth, and the truth shall make you free." - John 8:32 Keywords: February 5 2026 Wright Report, Five Bucket Strategy minerals pact China, rare earth price floor Western mining, Argentina lithium copper Rubio, rent-to-own housing builders plan, AI Revolution market volatility Anthropic Claude, OpenClaw personalized AI risk, Minnesota ICE cooperation Tom Homan lighter touch, Democrats judges resist ICE, Rio Grande buoy wall Operation River Wall, Mexico cartel vape pens, Bolivia cancels China zinc project Morales missing, China coal expansion climate hypocrisy, Panama Canal cyber threat China, Russia oil revenue drop India decision, Iran nuclear talks Operation Midnight Hammer II
The Guy Benson Show 12-23-2025 Learn more about your ad choices. Visit podcastchoices.com/adchoices