Podcasts about Economic Outlook

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Best podcasts about Economic Outlook

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Latest podcast episodes about Economic Outlook

Intelligence Squared
The Intelligence Squared Economic Outlook with Jeremy Hunt (Part One)

Intelligence Squared

Play Episode Listen Later Oct 31, 2025 36:22


We've heard enough from the pessimists. Yes, these are hard times, but what investors, business owners and all of us need right now is not more despair about the economy, but a clear roadmap towards growth and prosperity. In October 2025, Jeremy Hunt came to the Intelligence Squared stage to share his vision of how we can achieve economic renewal. Hunt's optimism is grounded in the authority of experience. As a former Chancellor of the Exchequer, Foreign Secretary and Health Secretary, he held some of the most demanding government offices during an extraordinarily turbulent time in recent history. Drawing on the themes of his new book Can We Be Great Again?, he challenged the fatalism that dominates so much of today's public debate. While candid about Britain's weaknesses, he argued that on issues ranging from European security and global trade to climate, migration and the future of democracy, the UK still has the potential to lead — if it chooses to act like a country that matters. Hunt was in conversation with BBC journalist Jonny Dymond for this instalment of the Intelligence Squared Economic Outlook series, in partnership with Guinness Global Investors. The event was a wide-ranging discussion with one of Britain's most experienced leaders on how the country can get back on track, at home and on the world stage. --- This recording is part of The Intelligence Squared Economic Outlook series of events made in partnership with Guinness Global Investors, an independent British fund manager that helps both individuals and institutions harness the future drivers of growth to achieve their investment goals. To find out more visit: https://www.guinnessgi.com/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Main Street Matters
How Tariffs, Inflation, and the Government Shutdown Are Hurting Small Businesses

Main Street Matters

Play Episode Listen Later Oct 31, 2025 29:52


In this episode of Main Street Matters, Elaine Parker and Tommy Aiello dive into the biggest economic challenges facing America’s small businesses. They break down how the government shutdown, rising healthcare costs, and new tariffs on medical products are impacting Main Street. The conversation also covers inflation, trade policy, and the Federal Reserve’s decisions—and what they mean for entrepreneurs and job creators. Parker and Aiello discuss solutions to strengthen small business growth, reduce healthcare burdens, and restore transparency in Washington.See omnystudio.com/listener for privacy information.

AP Audio Stories
Federal Reserve cuts key rate as government shutdown clouds economic outlook

AP Audio Stories

Play Episode Listen Later Oct 29, 2025 0:56


AP Washington correspondent Sagar Meghani reports on a second straight Federal Reserve interest rate cut.

The Jon Sanchez Show
#1116 Fed Rate Decision & Economic Outlook

The Jon Sanchez Show

Play Episode Listen Later Oct 29, 2025 35:32 Transcription Available


In this conversation, Jon Sanchez and Jason Gaunt discuss the recent Federal Reserve interest rate cut and its implications for the market. They analyze the Fed's balance sheet, the impact of AI on major tech companies like Google and Microsoft, and the earnings reports from these companies.The discussion highlights the volatility in the market following the Fed's announcements and the ongoing influence of AI technology on corporate strategies and financial performance. Chapters00:00 The Fed's Interest Rate Decision02:26 Market Reactions and Algorithmic Trading05:25 Understanding the Fed's Balance Sheet08:18 Quantitative Tightening and Its Implications10:55 Earnings Reports and Market Volatility12:52 The Future of Interest Rates and Economic Indicators23:57 Financial Projections and Market Dynamics25:10 Microsoft's Investment in AI and Its Implications26:36 Earnings Reports: Google and Microsoft37:50 Meta's Performance and Market Reactions

The Money Cafe with Kirby and Kohler
Time to think about fixing rates?

The Money Cafe with Kirby and Kohler

Play Episode Listen Later Oct 28, 2025 28:45 Transcription Available


It's hard to believe that during the Covid crisis, nearly half of all mortgages were being 'fixed' - today the level is less than 5 per cent. With economists calling the end of the cutting cycle for the RBA, early movers could gain a serious competitive advantage if they fix their borrowing costs in the months ahead. Sally Tindall, data insights director at Canstar joins Associate Editor - Wealth, James Kirby in this episode. In today's show, we cover: Back from the dead: Fixed rates return to centre stage Why we may already be looking at the bottom for bank mortgage rates 'Split mortgages'- a bet both ways? The outlook for deposit rates See omnystudio.com/listener for privacy information.

Cognitive Dissidents
Sovereignty vs. Swipe Fees

Cognitive Dissidents

Play Episode Listen Later Oct 27, 2025 60:34


When a Brazilian payment system threatens U.S. credit-card profits, it exposes a deeper fracture in the global economy: sovereignty versus rent-seeking, innovation versus control. Jacob and Rob trace the fight over PIX from Brasília to Washington and beyond -into currency wars, trade tantrums, and the strange new politics of the Western Hemisphere. What does it mean when the world's “rules-based order” starts punishing countries for building better systems?--Timestamps:(00:00) - Introduction and Podcast Overview(00:50) - Halloween in Paris vs. New Orleans(01:40) - Current Events and Volatility(02:36) - Introduction to Pix Payment System(03:25) - How Pix Works and Its Impact(05:58) - US Investigation into Pix(08:35) - Geopolitical Implications and US-Brazil Relations(13:30) - Privacy Concerns and Central Bank Control(17:23) - Credit Card Companies vs. Pix(22:25) - Brazil's Political Landscape and Economic Outlook(28:08) - US-Argentina Relations and Economic Policies(30:25) - Discussing Currency Strategies(31:16) - Argentina's Currency Swap and US Involvement(32:49) - US Banks and Argentina's Financial Crisis(35:55) - US Military Buildup in the Caribbean(36:48) - US-Colombia Relations and Regional Tensions(42:22) - Impact of Cocaine Production on Latin America(48:35) - Currency Discipline and Global Financial Stability(54:27) - The Future of Global Currencies(01:00:19) - Conclusion and Final Thoughts--Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com --Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today's volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

The Rate Guy
The Fed Might Not Cut At All in 2026

The Rate Guy

Play Episode Listen Later Oct 26, 2025 23:29


On this episode of The Rate Guy we break down the NBA betting scandal because apparently, Chauncey Billups was the big draw. Really? Plus, why Terry Rozier became the most bet-on player in America and what the NBA's “thorough investigation” didn't find. Then we pivot to the Fed: a 25bp cut is coming, but what happens next? We walk through four possible rate paths for 2026, from holding steady to cutting below 3%, and what each means for borrowers. We also talk about the impact on fixed rates, swaps and caps.

Spotlight on Good People | The Salon Podcast  by Robert of Philadelphia Salons
Building Wealth and Giving Back: Bill Beynon's Story of Success and Philanthropy

Spotlight on Good People | The Salon Podcast by Robert of Philadelphia Salons

Play Episode Listen Later Oct 24, 2025 74:33


Join us in this enlightening episode as we delve into the life and journey of William "Bill" Beynon. Discover how growing up in a small steel town shaped his values, the pivotal moments that led him to start Capital Wealth Advisors, and his impactful philanthropic efforts through the annual Turkey Drop initiative. From navigating the volatility of the market to inspiring a culture of giving, this episode is a testament to the power of resilience, community, and the drive to make a difference.00:00 Hometown Memories and Industrial Roots01:24 Family History and Baseball Legacy02:49 College Years and Career Beginnings04:33 Starting a Business and Philanthropy06:25 The Turkey Drop Initiative09:58 Logistics and Community Support19:13 Personal Reflections and Community Commitment26:24 National Recruiting Initiatives26:58 Advisors' Client Acquisition28:53 Market Volatility and Client Relationships30:09 Industry Shifts: From Commissions to Fees31:40 Understanding Hedge Funds33:00 Economic Outlook and Market Cycles35:28 AI in Financial Services39:50 Turkey Drop: Community and Charity53:05 The Power of Positivity and Community Impact53:30 Family Values and Community Service54:28 Inspiring the Next Generation55:10 School Experiences and Future Plans56:16 Memorable Sports Moments57:13 Turkey Drop Event Details58:20 Personal Reflections and Inspirations01:02:38 Music and Memories01:09:54 Final Thoughts and Community InvolvementWilliam Beynon's opinions expressed are his own, given in his official capacity as President & CEO of CWA Asset Management Group, LLC (“CWA”) and are not representative of any opinions or statements of fact of CWA. CWA Asset Management Group, LLC is an SEC-registered investment adviser, doing business as Capital Wealth Advisors (FL, LA, NC, OH, PA, WV). Registration does not imply any level of skill or training. CWA's ADV 2A and Form CRS can be accessed via https://adviserinfo.sec.gov/firm/summary/158940. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.Got someone in mind who deserves the spotlight? Shoot us a text and let us know! We'd love to hear from you!

The Rate Guy
What Pushes the 10T to 3.62%

The Rate Guy

Play Episode Listen Later Oct 19, 2025 19:50


On this epidode of The Rate Guy we're breaking down this Thursday's CPI release — why the market will probably react even though it's full of noise, what could drive the 10-year Treasury to 3.62%, and the one signal that could tell us the Fed won't cut rates at the next meeting.

Economic Club of Minnesota
Gov. Michael S. Barr

Economic Club of Minnesota

Play Episode Listen Later Oct 17, 2025 56:40


On October 9, 2025, Federal Reserve Governor Michael S. Barr took the stage at the Economic Club of Minnesota's luncheon, to discuss the U.S. economy amid rising inflation and policy challenges. In his speech, “The Economic Outlook and Monetary Policy,” Barr highlighted how recent tariffs have driven inflation up, with the PCE index hitting 2.7% in August and core PCE nearing 3%. These pressures, he warned, could push inflation above 3% by year-end, complicating the Fed's 2% target. Barr gave a personal nod to his Minnesota roots by sharing that his grandmother's family ran a clothing store in Eveleth during the 1906 iron ore boom.  In a candid Q&A with Minneapolis Fed President Neel Kashkari, Barr addressed the Fed's delicate balancing act between curbing inflation and supporting a softening labor market. With unemployment creeping up and consumer spending showing a split between robust high-income households and struggling lower-wage workers, he urged caution on further rate cuts after September's 25-basis-point reduction. The looming threat of a government shutdown added to the uncertainty, though Barr noted its economic impact remains unclear. Governor Barr was especially engaged with the students in the audience and discussed his journey and important mentors he relied on to advance in his career. 

Investor Fuel Real Estate Investing Mastermind - Audio Version
Real Estate Debt vs Equity: Why Private Lending Wins in 2025

Investor Fuel Real Estate Investing Mastermind - Audio Version

Play Episode Listen Later Oct 15, 2025 28:06


In this conversation, Vincent Balagia, the founder of Stallion Capital Management, discusses the current state of the real estate market, focusing on private credit and debt investments. He explains the differences between real estate debt and equity, the demand for stable investments, and the importance of networking in the industry. Balagia shares insights on market predictions, construction costs, and the future of real estate in Central Texas, emphasizing the need for adaptability and caution in investment strategies.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Complexity Premia
Episode 68: Making Sense of the Fixed Income Paradox; Rising Term Premia; September Market Rally; Aussie Economic Outlook

Complexity Premia

Play Episode Listen Later Oct 15, 2025 22:15


Welcome to the Complexity Premia podcast by Coolabah Capital, hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, a Portfolio Management Director at Coolabah Capital. The Complexity Premia podcast strives to deconstruct modern investment problems for wholesale (not retail) participants in capital markets. You can listen on your favourite podcast app, or you can find it on Spotify, Podbean or Apple Podcasts. In this new flash episode of the Complexity Premia podcast, Chris and Ying Yi unpack the paradox facing investors today: tight corporate credit spreads against the backdrop of historically high bond yields. They explore how this dynamic is reshaping opportunities across global debt markets, the shifting balance of risk between governments and corporates, and what it all means for returns. The discussion also delves into September's market rally, Australia's inflation outlook, and how population growth and housing trends could shape the nation's economic future. This information is suitable for wholesale investors only and has been produced by Coolabah Capital Institutional Investments Pty Ltd ACN 605806059, which holds Australian Financial Services Licence No. 482238 (CCII). The views expressed in this recording represent the personal opinions of the speakers and do not represent the view of any other party. The information does not take into account the particular investment objectives or financial situation of any potential listener. It does not constitute, and should not be relied on as, financial or investment advice or recommendations (expressed or implied) and it should not be used as an invitation to take up any investments or investment services. Whilst we believe that the information discussed in the podcast is correct, no warranty or representation is given to this effect, and listeners should not rely on this information when making any decisions. No responsibility can be accepted by CCII to any end users for any action taken on the basis of this information. Any performance data presented on this site is pre-fees for institutional clients that negotiate custom fee rates, and these solutions are not available to retail investors. No investment decision or activity should be undertaken without first seeking qualified and professional advice. CCII may have a financial interest in any assets discussed during the podcast. Listeners in Australia are encouraged to visit ASIC's MoneySmart website to obtain information regarding financial advice and investments.  

Walker Crips' Market Commentary
Strains show in the UK's economic outlook

Walker Crips' Market Commentary

Play Episode Listen Later Oct 14, 2025 8:19


The UK economy continued to show signs of strain this week as growth indicators stayed subdued and business confidence weakened. The construction Purchasing Managers' Index rose slightly to 46.2, though activity remained weak amid soft residential and civil engineering output. Business sentiment fell to a three-year low, weighed by tax and inflation concerns, while footfall and retail demand declined. Labour market data revealed slowing wage growth and rising candidate availability, reinforcing softer employment conditions. The Bank of England (“BoE”) warned of risks from stretched artificial intelligence-related (“AI”) valuations, while policymakers Catherine Mann and Huw Pill stressed the need for restrictive policy to ensure inflation returns to target...Stocks featured:IAG, Imperial Brands and Unite GroupTo find out more about the investment management services offered by Walker Crips, please visit our website:https://www.walkercrips.co.uk/This podcast is intended to be Walker Crips Investment Management's own commentary on markets. It is not investment research and should not be construed as an offer or solicitation to buy, sell or trade in any of the investments, sectors or asset classes mentioned. The value of any investment and the income arising from it is not guaranteed and can fall as well as rise, so that you may not get back the amount you originally invested. Past performance is not a reliable indicator of future results. Movements in exchange rates can have an adverse effect on the value, price or income of any non-sterling denominated investment. Nothing in this podcast constitutes advice to undertake a transaction, and if you require professional advice you should contact your financial adviser or your usual contact at Walker Crips. Walker Crips Investment Management Limited is authorised and regulated by the Financial Conduct Authority (FRN: 226344) and is a member of the London Stock Exchange. Hosted on Acast. See acast.com/privacy for more information.

The Rate Guy
The Fed Will Cut Even if the Govt is Still Shut Down

The Rate Guy

Play Episode Listen Later Oct 13, 2025 48:07


On this episode of The Rate Guy we answer the question we've gotten a lot this week..."If the Federal government is still shut down on Oct. 29, will the Fed meet and make a decision about rates?" We answer that and many more about how Fed cuts will effect the 10 year treasury and why the US is still the world's mattress. 

The Marc Cox Morning Show
Hour 4 - Election Integrity, Economic Outlook, and St. Charles Weekend Events

The Marc Cox Morning Show

Play Episode Listen Later Oct 8, 2025 30:33


In hour four of the Marc Cox Morning Show, Marc and Dan talk with Jeff Monosso from Fox News Radio about Wisconsin's voter ID and citizenship verification fight and what it means for election integrity nationwide. Then, Cheryl Casone from Fox Business Network joins to break down the U.S.-Canada trade deal, tariff impacts, and the strong U.S. economy. The hour wraps with Joe Brazil and Tom Shaw previewing the Freedom Walk to End Alzheimer's at Good News Brewing, plus highlights from Defiance Oktoberfest, Billy Bush's country fest, and the 97.1 FM Birthday Party at Lit Cigar Lounge in Chesterfield.

WSJ What’s News
Gold Hits New Record as Investors Worry About U.S. Economic Outlook

WSJ What’s News

Play Episode Listen Later Oct 7, 2025 14:08


P.M. Edition for Oct. 7. Gold prices soared to $4,000 a troy ounce for the first time, topping off an investor rush for the precious metal this year that has defied past patterns. David Uberti, who covers commodities for the Journal, joins to discuss what's driving the surge in price. Plus, Intercontinental Exchange, which owns the New York Stock Exchange, said it will invest up to $2 billion in crypto-based prediction platform Polymarket. WSJ reporter Alexander Osipovich explains why Intercontinental Exchange is interested in it. And brands desperate to connect with young people are fueling a boom in the business of Gen Z translation. We hear from WSJ marketing reporter Katie Deighton about the kinds of companies doing this translation, and how Gen Z is responding. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

The POWER Business Show
Africa Segment: WEF Sub-Saharan Africa economic outlook

The POWER Business Show

Play Episode Listen Later Oct 7, 2025 14:13


Tehillah Niselow is in conversation with Frank Blackmore, Economist at KPMGSee omnystudio.com/listener for privacy information.

Aging Well with VNA
An Economic Outlook for North Texas Seniors with J.H. Cullum Clark

Aging Well with VNA

Play Episode Listen Later Oct 3, 2025 44:15


Hear from economists and local leader, Cullum Clark, Director, Bush Institute-SMU Economic Growth Initiative, about the opportunities and challenges for seniors in North Texas. Host, Kersten Rettig, and Mr. Clark explore how the growing region brings opportunities, like jobs for seniors, as well as challenges, such as transportation and cost of living.

Today's Ag
Data Centers and the Farmland Economic Outlook for Agriculture.

Today's Ag

Play Episode Listen Later Sep 30, 2025 16:41


Join us as Howard Halderman sits down with Terri Stacy from WIBC for a friendly chat about Data Centers, the trends the Halderman Companies are noticing in farmland, and the economic outlook for farmers ahead!

The Treasury Update Podcast
Talking Tariffs: Current Status and Investment Impacts (Federated Hermes)

The Treasury Update Podcast

Play Episode Listen Later Sep 29, 2025 33:01


Craig Jeffery talks with Damian McIntyre and John Mosko of Federated Hermes about the evolving state of US tariffs, court rulings, and their ripple effects on inflation, the Fed, and investment strategies. They explore how companies are reacting, what it means for rates, and how treasury professionals can navigate duration and asset decisions in this environment.   Views are those of Federated Securities Corp. as of 9/05/25, and are subject to change based on market conditions and other factors. These views should not be construed as a recommendation for any specific security or sector. Bond prices are sensitive to changes in interest rates, and a rise in interest rates can cause a decline in their prices. You could lose money by investing in a mutual fund. Although some money market funds seek to preserve the value of your investment at $1.00 per share, they cannot guarantee they will do so. An investment in these funds is not a bank account and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Ultrashort and other short duration bond funds are not “money market” mutual funds. Some money market mutual funds attempt to maintain a stable net asset value through compliance with relevant Securities and Exchange Commission (SEC) rules. Short duration funds are not governed by those rules, and their shares will fluctuate in value. Due to various risks and uncertainties, actual events, results or actual performance may differ materially from that reflected or contemplated in any forward-looking statements. Nothing contained herein may be relied upon as a guarantee, or a representation as to the future. Although the information provided in this podcast has been obtained from sources which Federated Hermes believes to be reliable, it does not guarantee accuracy of such information and such information may be incomplete or condensed. Federated Hermes is not affiliated with Strategic Treasurer.

Investments Unplugged
Episode 111 | Recession risks, tariffs, and market disparities: a candid view from behind the scenes

Investments Unplugged

Play Episode Listen Later Sep 29, 2025 34:05


Episode overviewIn this special episode, hosts and Co-Chief Investment Strategists Kevin Headland and Macan Nia welcome Nathan William Thooft, Chief Investment Officer for Multi Assets and Equities at Manulife Investments. Nate shares his global perspective on markets, asset allocation, and the evolving investment landscape, with insights tailored for Canadian investors.---Key topics & insights1. U.S. economic outlook: resilience amid uncertainty· No imminent recession expected—Nate explains that while recent U.S. labor market data has softened, it's not likely a signal for an imminent recession. The U.S. economy's balance between manufacturing and services helps offset sector-specific weaknesses.· Policy uncertainty—Earlier legislative and tariff changes have caused “paralysis” in company decision-making, but clarity is expected to improve economic data in coming months.· New paradigm—The severity of future U.S. recessions may be more muted due to the economy's diversification.2. Inflation & tariffs: what's really happening?· Tariff impact delayed—Studies show tariffs typically take up to a year to affect inflation. Many imports are exempt, and companies are absorbing costs, leading to lower-than-expected inflationary effects.· Substitution effect—Companies are shifting imports to countries with lower tariffs, further dampening inflation pressures.  3. Regional equity markets: Europe & Asia· Europe's outperformance—European equities have surprised with strong returns in 2025. Nate attributes this to a sentiment shift away from the U.S. amid geopolitical uncertainty, but sees it as opportunistic rather than a long-term trend.· Active vs. passive management—Active management is especially valuable in regions like Europe and Asia, where opportunities are less covered.· China's mixed signals—Despite strong equity performance and policy support, China's fundamentals (consumer spending, industrial production) remain weak. Nate is cautiously optimistic, citing potential in technology and AI, and improving sentiment.4. Asset allocation: equities vs. fixed income· Modest equity overweight—Manulife portfolios remain overweight equities, reflecting solid fundamentals despite stretched valuations.· Fixed income caution—Less conviction in long-duration fixed income due to changing yield curve dynamics and rising term premiums.· Diversification beyond 60/40—Nate advocates for broader diversification, including alternative assets, to manage risk.5. Private Assets & Alternatives· Democratization of privates—The trend toward making private assets (infrastructure, private credit, real estate) accessible to retail investors is accelerating, as seen in recent industry partnerships.· Role in portfolios—Private assets offer diversification and potential downside protection, especially when traditional fixed income may be less effective.6. Artificial Intelligence (AI) in asset management· Efficiency & speed—AI is transforming research, data analysis, and commentary writing, but won't replace portfolio managers who bring creativity and intellectual capital.· Research revolution—AI enables analysis of vast data sets, improving productivity and decision-making.  7. Cryptocurrency: a legitimate asset class?· Growing acceptance—Nate views crypto as a legitimate asset class, though volatility and regulatory uncertainty mean exposures should remain modest and client-specific.· Regulatory trends—As demand grows, policy is likely to become more accommodating.8. Career advice for aspiring portfolio managers· Decisiveness—Don't wait for perfect information—make decisions with 60–80% of the data to avoid missing opportunities.· Passion & objectivity—Be passionate about investing, but unemotional in decision-making. The ability to cut losses and remain objective is crucial for success.---Actionable takeaways for Canadian investors· Stay diversified—Consider global opportunities and alternatives beyond traditional stocks and bonds.· Monitor policy impacts—Watch for delayed effects from tariffs and monetary policy.· Embrace active management—Especially in regions with less coverage and more inefficiencies.· Explore private assets—As access expands, these can enhance portfolio resilience.· Leverage technology—AI will increasingly support research and efficiency, but human insight remains essential.---Links & Resources · Listen to the episode: Investments Unplugged Podcast · Learn more about Manulife Investments: Manulife IM Canada---Share & SubscribeIf you enjoyed this episode, please share it with your network and subscribe for future insights on markets, investing, and portfolio strategy.---For informational purposes only. This episode does not constitute investment advice. Please consult a qualified advisor before making investment decisions.---Show notes prepared by Investments Unplugged Podcast Team, September 2025.

CHCH Podcasts
Deloitte's Fall Economic Outlook is forecasting a weak end to the year - CHCH Morning Live September 29, 2025

CHCH Podcasts

Play Episode Listen Later Sep 29, 2025 21:30


AICPA Town Hall
Shutdown watch, economic outlook and benchmarking for firms

AICPA Town Hall

Play Episode Listen Later Sep 25, 2025 62:06


Topics: Key DC updates  An economic outlook for the rest of 2025 Technical updates Results from the 2025 AICPA PCPS National Management of an Accounting Practice (MAP) Survey   Speakers: Erik Asgeirsson, President & CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA Erin Hartman, Senior Manager, Firm Services – Public Accounting, AICPA Marci Rossell, Expert Economic Adviser

SMB Community Podcast by Karl W. Palachuk
Navigating Pricing Models

SMB Community Podcast by Karl W. Palachuk

Play Episode Listen Later Sep 21, 2025 32:16


Overview: In this episode of the SMB Community Podcast, hosts Amy and James discuss various topics relevant to the IT professional community. A significant segment is dedicated to addressing the ongoing debate of per seat versus per device pricing models in Managed Service Providers (MSP), emphasizing the evolving nature of MSP pricing strategies. The hosts further explore the economy's impact on MSPs, highlighting opportunities for growth and hiring during downturns. They also delve into the underestimated risks and potential of AI technology in business, covering recent research on AI hallucinations and the importance of source verification. The episode wraps up with updates on upcoming events and projects, including James Kernan's new book on selling MSPs and Amy's AI course starting in October.  --- Chapter Markers: 00:00 Introduction  02:56 Question of the Week: Per Seat vs. Per Device Pricing 10:35 Crypto Market Trends and Implications 13:45 Economic Outlook and Opportunities for MSPs 19:12 Microsoft 365 Offer for Students 21:28 AI Adoption in the Channel and Business 29:37 Upcoming Events and Closing Remarks --- New Book Release: I'm proud to announce the release of my new book, The Anthology of Cybersecurity Experts! This collection brings together 15 of the nation's top minds in cybersecurity, sharing real-world solutions to combat today's most pressing threats. Whether you're an MSP, IT leader, or simply passionate about protecting your data, this book is packed with expert advice to help you stay secure and ahead of the curve. Available now on Amazon! https://a.co/d/f2NKASI --- Sponsor Memo: Since 2006, Kernan Consulting has been through over 30 transactions in mergers & acquisitions - and just this past year, we have been involved in six (6). If you are interested in either buying, selling, or valuation information, please reach out. There is alot of activity and you can be a part of it. For more information, reach out at kernanconsulting.com

Not By Works Ministries
BONUS PODCAST- Economic Outlook with David McAlvany

Not By Works Ministries

Play Episode Listen Later Sep 17, 2025 38:44


McAlvany Rapture Kits Radio Show Package The Great Last Days Apostasy NBW Ministries website Newsletter Signup NBW Ministries store Spirit of the False Prophet Audiobook YouTube Rumble Podbean Spirit of the False Prophet Spirit of the Antichrist Volume One Spirit of the Antichrist Volume Two Economics, Money, Finances, Christian Living, Not By Works Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Money Rehab with Nicole Lapin
Kevin O'Leary (Shark Tank) on Tips For Growing Wealth, Labubu and FTX

Money Rehab with Nicole Lapin

Play Episode Listen Later Sep 15, 2025 60:53


Kevin O'Leary, AKA Mr. Wonderful, joins Nicole for a wide-ranging, no-BS conversation about building wealth, protecting it, and enjoying it (but maybe not with a $5 coffee… or maybe yes?). They debate whether people should treat themselves to that latte, unpack the investment rule that shaped Kevin's fortune, and dive deep into today's economic landmines—from real estate and crypto to celebrity prenups and the collectibles craze (spoiler: Kevin's Labubu is worth way more to him than you think). If you're a newbie investor, you won't want to miss where Kevin says he'd invest $1,000 right now. Plus: Kevin shares personal stories on his marriage, prenups, and how his mother's money wisdom still guides his financial decisions today. Nicole and Kevin cover: 00:00 Kevin O'Leary's Legacy and Investment Philosophy 12:41 Collectables and Labubu 15:55 The FTX Fallout and Where Kevin Stands with SBF 23:03 Real Estate and Advice For Homebuyers 24:44 Prenups and Financial Identity 30:44 Marriage and Money 39:21 The Coffee Debate: Small Indulgences vs. Financial Discipline 47:08 Economic Outlook and Elon 50:51 Entrepreneurship and the American Dream 54:05 The Importance of Stepping Out of Your Comfort Zone 56:32 How to Show Money Rehab Some Love This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial advisor before making any financial decisions or investments. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.  *APY as of 6/30/25, offered by Public Investing, member FINRA/SIPC. Rate subject to change. See terms of IRA Match Program here: public.com/disclosures/ira-match.

ASB Investment Podcast
Mood of the CFO: Economic outlook, policy shifts, and the future of NZ finance

ASB Investment Podcast

Play Episode Listen Later Sep 14, 2025 32:52


Host Nigel Grant (Head of Wealth Product, ASB) is joined by Steve Cooper (CFO & COO, Parkable) and Lee Marshall (Managing Partner, Hunter Campbell) to unpack the latest Mood of the CFO report. They discuss the realities of New Zealand's two-speed economy, the economic outlook, and the policy changes CFOs are calling for. The conversation explores how finance leaders are navigating macroeconomic uncertainty, the rise of AI and technology in finance, and the ongoing challenges of talent and succession planning. Tune in for insights on board dynamics and the key issues shaping New Zealand's finance community in 2025.

The Peter Schiff Show Podcast
Charlie Kirk Was Right - Ep 1041

The Peter Schiff Show Podcast

Play Episode Listen Later Sep 12, 2025 76:50 Transcription Available


Peter Schiff critiques the August CPI report, warns of rising inflation, and reflects on the tragic assassination of Charlie Kirk.This episode is sponsored by NetSuite. Download the free ebook “navigating global trade: 3 insights for leaders” at https://netsuite.com/goldIn this episode of The Peter Schiff Show, host Peter Schiff delves into the latest economic insights surrounding the August Consumer Price Data and its implications for Federal Reserve policy. He critiques government labor market statistics, asserting their unreliability and the significant discrepancies between reported job growth and actual economic conditions. Schiff discusses the potential repercussions of anticipated rate cuts, the rising concerns over inflation, and the implications for gold and silver investments. He also reflects on recent tragic events, including the assassination of prominent political commentator Charlie Kirk, highlighting the societal implications of such violence. Tune in as Schiff navigates these pressing topics, offering his unfiltered perspective on the current economic landscape and its future trajectory.Chapters:00:00 Introduction and Opening Remarks00:58 Anticipation of August Consumer Price Data01:43 Analysis of CPI Report and Fed's Inflation Target03:26 Critique of Government Data and Labor Market04:53 Impact of Job Market on Fed's Rate Decisions07:05 Historical Context and Fed's Policy Shifts07:50 Market Reactions and Predictions22:48 Gold and Silver Investment Insights27:33 Performance of Gold Stocks vs. S&P 50037:22 Economic Outlook and Policy Implications39:38 Economic Challenges and Predictions40:45 The Future of Gold and Inflation42:44 Government Jobs and Economic Impact45:04 Trump's Renaming of Departments47:08 Remembering 9/11 and Its Aftermath48:25 The Tragic Assassination of Charlie Kirk53:18 Racial Double Standards in Media01:02:14 Impact of Welfare Policies on Black Families01:16:49 Concluding Thoughts and ReflectionsFollow @peterschiffX: https://twitter.com/peterschiffInstagram: https://instagram.com/peterschiffTikTok: https://tiktok.com/@peterschiffofficialFacebook: https://facebook.com/peterschiffSign up for Peter's most valuable insights at https://schiffsovereign.comSchiff Gold News: https://www.schiffgold.com/newsFree Reports & Market Updates: https://www.europac.comBook Store: https://schiffradio.com/books#CharlieKirk #Inflation #EconomicOutlookOur Sponsors:* Check out Avocado Green Mattress: https://avocadogreenmattress.com* Check out Boll & Branch: https://boilandbranch.com/SCHIFF* Check out Fast Growing Trees and use my code GOLD for a great deal: https://www.fast-growing-trees.comPrivacy & Opt-Out: https://redcircle.com/privacy

Multifamily Marketwatch
Why Investors Should be Bullish on Portland's Economic Outlook

Multifamily Marketwatch

Play Episode Listen Later Sep 12, 2025 19:17


Monique Claiborne, CEO of Greater Portland Inc., offers a compelling economic case for investing in the Portland metro area. From robust job creation in tech and advanced manufacturing to a favorable talent pipeline fueled by remote work trends, Claiborne highlights why Greater Portland remains a magnet for employers and investors. This video is a must-watch for multifamily owners evaluating long-term growth prospects tied to Intel's fab expansion, clean tech investment, and the region's world-class livability advantages.

TD Ameritrade Network
Jobs Data Revised Down: Economic Outlook and Fed's Next Move

TD Ameritrade Network

Play Episode Listen Later Sep 9, 2025 7:02


The U.S. labor market created 911,000 fewer jobs than initially thought for the year ending in March, according to the Labor Department's updated jobs data. Sandra Swirski joins to discuss the implications of this downward revision and what it may signal about the health of the broader economy. With concerns around tariffs and consumer confidence also weighing on businesses, Swirski shares her thoughts on what it will take to boost the labor market and her economic outlook for the rest of the year, including the potential impact of the Federal Reserve's next move on interest 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

CNBC’s “Money Movers”
AT&T CEO on iPhone Refresh Cycle, White House Responds to BLS Data Revision, Barclays CEO's Economic Outlook 9/9/25

CNBC’s “Money Movers”

Play Episode Listen Later Sep 9, 2025 43:02


The CEO of AT&T says he doesn't expect an iPhone super cycle following the release of the iPhone 17. Plus his thoughts on the company's recent $23B deal with Echostar. Then the White House responds to the revised payroll data, saying the large change in numbers is why new leadership is needed. And the CEO of Barclays, live from the company's financial services conference. His outlook for the economy and rate cuts.

The Smattering
First Fridays 23. September 2025

The Smattering

Play Episode Listen Later Sep 7, 2025 61:27


Jason and Jeff discuss cryptocurrencies, delve into financial strategies like options trading, and take questions from the audience about market trends, the housing market, and more.00:32 3D Printing and Future Technologies03:07 AI and Investment Predictions06:46 Market Vibes and S&P 500 Discussion15:13 Investment Strategies and Options Trading20:43 Economic Outlook and Rate Cuts32:21 Crypto and AI Speculation32:57 Potential AI Market Risks33:57 Electricity Generation Concerns34:16 Gradual Slowdown in AI Spending34:57 Crypto Bubble Indicators36:23 Housing Market Stability36:43 Sopranos and New Jersey38:10 Housing Market Fundamentals46:14 QuantumScape Investment Discussion51:09 Office Real Estate and Labor Market53:05 Pandemic Stocks and Market Perception53:39 Zoom's Future and Investor SentimentCompanies mentioned: LMND, QS, ROKU, TBBB, TFSL, UPS, ZM*****************************************Join our PatreonSubscribe to our portfolio on Savvy Trader *****************************************Email: investingunscripted@gmail.comTwitter: @InvestingPodCheck out our YouTube channel for more content: ******************************************To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted******************************************Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube******************************************2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest

The Rate Guy
Friday's Jobs Report Means The Fed is Already Behind the Curve

The Rate Guy

Play Episode Listen Later Sep 7, 2025 25:22


On this episode of The Rate Guy we discuss jobs and the shocking data that came out last week and how that (and a few other factors) will influence the Fed with their decision on cutting rate next week. 

Market Maker
Trump Targets the Fed, French Markets in Turmoil & UK Inflation Surges Again

Market Maker

Play Episode Listen Later Aug 28, 2025 45:05


Piers is back on the mic, and just in time. The markets are heating up and so is the political pressure. In this episode, Anthony and Piers unpack Trump's latest attack on the Federal Reserve, this time zeroing in on Governor Lisa Cook with allegations of mortgage fraud. Is this just another headline-grabbing move, or a serious threat to the Fed's independence?Then, the focus shifts to France, where political chaos is shaking investor confidence and French markets are tanking. Could Macron's government collapse? And what happens if it does?Closer to home, UK households are facing another blow as food and energy prices spike. So why is the Bank of England cutting rates while inflation is rising?Also in this episode: market reactions to Powell's Jackson Hole speech, the bond market's inflation signals, and why traders keenly awaiting the upcoming payrolls report.(00:00) Reunion and Market Overview(04:33) Trump's Influence on the Fed(27:58) Political Turmoil in France(38:12) UK Inflation and Economic Outlook

People, Not Titles
The Best 30 Minutes in Real Estate News! Market Trends August 26, 2025

People, Not Titles

Play Episode Listen Later Aug 27, 2025 32:06


The Best 30 minutes in real estate news - Weekly!In this episode Steve Kaempf and Matt Lombardi break down Jerome Powell's recent Federal Reserve remarks, discussing interest rate cuts, economic uncertainty, and the real estate market's slowdown. They also cover NAR's legal battles, mortgage rate trends, and local market updates for Chicago and Wisconsin, offering expert insights for real estate professionals.Podcast Introduction (00:00:00)Jerome Powell's Jackson Hole Remarks (00:01:13)Hints at Interest Rate Cuts (00:02:09)Economic Outlook and Stagflation Explained (00:03:36)Market Reaction to Powell's Comments (00:05:01)Tariffs and Inflation Uncertainty (00:07:03)Federal Reserve Policy Framework Review (00:07:47)Powell's Closing Notes and September Rate Cut Predictions (00:09:00)NAR Mandatory Membership Legal Battles (00:09:59)Potential Impact of NAR Appeals (00:11:18)Summer Home Sales Slowdown (00:12:25)Discounts, Bidding Wars, and Market Variability (00:14:22)Psychological Impact of Fed Policy on Real Estate (00:15:48)NAR Leadership Summit Highlights (00:17:04)NAR's Three-Year Strategic Plan (00:19:00)Improving Member Benefits and Engagement (00:20:18)Mortgage Rate Snapshot (00:22:40)Existing Home Sales Update (00:23:26)New Home Sales and Inventory (00:25:02)Chicago Metro Area Real Estate Stats (00:27:04)Wisconsin Real Estate Market Update (00:28:28)Chicago Cubs and Bears Sports Segment (00:29:22)Podcast Announcements and Closing (00:30:50)Full episodes available at www.peoplenottitles.comPeople, Not Titles podcast is hosted by Steve Kaempf and is dedicated to lifting up professionals in the real estate and business community. Our inspiration is to highlight success principles of our colleagues.Our Success Series covers principles of success to help your thrive!www.peoplenottitles.comIG - https://www.instagram.com/peoplenotti...FB - https://www.facebook.com/peoplenottitlesTwitter - https://twitter.com/sjkaempfSpotify - https://open.spotify.com/show/1uu5kTv...

Shop Talk Podcast
Navigating Canada's Economic Crossroads with Douglas Porter

Shop Talk Podcast

Play Episode Listen Later Aug 20, 2025 12:51


Canada's economy has had a wild ride this year—but is it as bad as it seems?In our latest episode, BMO Chief Economist Douglas Porter returns to break down the numbers behind the headlines. From inflation and interest rates to the surprising strength of domestic tourism, Porter shares insights that every small business owner should hear.

CNBC's
Apple Ripe For A Rebound… And An Economic Outlook Ahead of CPI Data 8/8/25

CNBC's "Fast Money"

Play Episode Listen Later Aug 8, 2025 43:34


Apple's up on its Trump-Cook collab, but can the rally survive the tech giant's lackluster AI outlook? Wedbush's Dan Ives lays out what Apple can do to avoid a “Blackberry moment.” Plus Charting Gold's record rally, checking the pulse of a weakening labor market, and looking ahead to next week's CPI report.   Fast Money Disclaimer

The Paychex Business Series Podcast with Gene Marks - Coronavirus
GDP, Inflation, Tariffs, and Jobs Muddle Economic Outlook

The Paychex Business Series Podcast with Gene Marks - Coronavirus

Play Episode Listen Later Aug 7, 2025 7:25


This week, Gene Marks breaks down an economic outlook full of uncertainty. From strong GDP growth battling rising inflation to unexpected job market revisions and the growing impact of tariffs, there's plenty for small businesses to consider. On the brighter side, learn how OSHA's new penalty reductions are bringing relief to employers with safe practices. With cautious optimism for more stable times, Gene offers the insights you need to help your business stay resilient. Listen to the episode.   DISCLAIMER: The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.

The Treasury Update Podcast
Reading the Curve: Decoding the 10-Year Yield

The Treasury Update Podcast

Play Episode Listen Later Aug 5, 2025 28:35


Paul Galloway examines the current shape of the yield curve and the signals behind the 10-year treasury yield. He discusses market uncertainty, interest rate dynamics, inflation, and geopolitical factors influencing investor behavior. What does a flat curve mean for recession risk, borrowing costs, and future rates? Tune in to decode the outlook.

Up First
US Economic Outlook, Mexico Tariff Uncertainty, Gaza Hunger And Hostages

Up First

Play Episode Listen Later Aug 4, 2025 12:48


New and higher import tariffs are set to take effect this week, but Mexico got a 90 day reprieve, causing uncertainty among companies who rely on cross-border business. Also, President Trump is working to reach a deal to bring Israeli hostages home, as international pressure grows to stop the starvation and bombardment in Gaza.Want more comprehensive analysis of the most important news of the day, plus a little fun? Subscribe to the Up First newsletter. Today's episode of Up First was edited by Rafael Nam, Russell Lewis, Hannah Bloch, Janaya Williams and Alice Woelfe. It was produced by Ziad Buchh, Nia Dumas and Christopher Thomas. We get engineering support from Stacey Abbott. And our technical director is Carleigh Strange. Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy

Paisa Vaisa
Building Leaders & Businesses: Lessons from a Financial Services Veteran | Paisa Vaisa | Anupam Gupta

Paisa Vaisa

Play Episode Listen Later Aug 4, 2025 60:59


Join us for an insightful conversation with Rashesh Shah, the veteran Chairman of Edelweiss Financial Services. In this exclusive episode, Rashesh Shah unpacks the India growth story, revealing how Edelweiss navigated market volatility to build a financial powerhouse. Discover the secrets behind Edelweiss's journey from a merchant banker to a diversified conglomerate, and now an investment company. Learn about their unique "return on kit pitch" philosophy, their pioneering efforts in asset reconstruction (ARC), and why capital efficient growth is the new mantra. Rashesh Shah shares invaluable insights on building leaders, the importance of empowerment over micromanagement, and how to spot opportunities in India's complex adaptive system. Here are some key takeaways from this episode: ✔ Decoding India's "Bifocal" Growth: Understand the interplay of short-term volatility and long-term stability in the Indian economy. ✔ The Power of People & Empowerment: Discover how Edelweiss built a culture that attracts and nurtures top talent. ✔ Future of Finance: Credit & Alternatives: A deep dive into India's evolving credit markets and the booming alternative investment space (AIF & InvITs). Dive deep into the evolving credit markets, the rise of alternative investments (including the massive AIF and InvIT market), and why the convergence of banking and capital markets is shaping India's financial future. Whether you're an investor, an entrepreneur, or a financial services professional, this episode offers a rare glimpse into the strategies that drive long-term wealth creation and business success in India. Don't miss this masterclass on finance, leadership, and innovation!See omnystudio.com/listener for privacy information.

Investing Insights
Why Bonds Belong in Your Diversified Portfolio (Even Now)

Investing Insights

Play Episode Listen Later Aug 1, 2025 18:07


Fixed-income investors, bonds are rising to the occasion and looking attractive again. Their yields are higher, and they have delivered as diversifiers against stock sell-offs this year. Yet, uncertainty has muddled the outlook as the bond market seeks clarity about tariffs, inflation, and interest rates.Paul Olmsted covers US fixed-income strategies for Morningstar Research Services. The senior manager research analyst explains why you need bonds for a balanced portfolio.Let's start with how you're thinking about the bond market in 2025. Can you talk about what you have considered key moments this year? As a follow-up, what is at the core of the bond market's concerns?We're recording this episode on July 30th around 10:30am. The Fed is expected to announce their interest-rate decision this afternoon. Market watchers are predicting the Fed will hold rates steady. High interest rates pose a risk to bonds. What other risks should investors watch out for now? Some bond investors are seeking a “Powell hedge” due to expectations that Trump could oust the Fed Chair. What are they hedging against, and is this something everyday investors need to think about? What's the probability of Trump firing Powell before the Fed Chair's term ends in May 2026, and who would be the ideal candidate? We have talked about how the memory of the worst bond market ever in 2022 is still lingering. However, bonds served as diversifiers during stock sell-offs earlier this year. Why do you think bonds can't shake the bad rap?What's the optimal bond allocation in a diversified portfolio during a high-rate environment? Should investors focus more on whether their holdings are short- or long-term, or is credit quality a bigger issue?What are the best bonds for portfolio diversification?What's the takeaway for fixed-income investors for the rest of 2025? Read about topics from this episode.  Investors Should Embrace Elevated Bond Yields3 Principles to Invest By, Whatever Comes NextWhy the Fed's Independence Matters to Markets, the Economy, and Your Wallet4 Top-Performing High-Yield Bond FundsTariffs and Dollar Weakness Tested US ResilienceIncome Opportunities Remain at the Front End of the Yield Curve What to watch from Morningstar. Covered-Call ETFs Are Booming. But Not All Yield Is GoodThis Dividend Investing Strategy Deserves a Second LookMarket Volatility: Is Your Investment Portfolio Ready for a US-EU Trade Deal?Market Volatility: 4 Key Factors to Track in Q3 2025 Read what our team is writing.Paul OlmstedIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

The Marc Cox Morning Show
Fed Rate Decision, Trade Talks, and Economic Outlook with Lydia Hu

The Marc Cox Morning Show

Play Episode Listen Later Jul 30, 2025 8:56


Mark sits down with Lydia Hu from Fox Business Network to break down the Federal Reserve's upcoming interest rate announcement and the broader economic landscape. While no rate change is expected today, all eyes will be on Jerome Powell's press conference for hints about potential future cuts amid pressure from the Trump administration. Lydia explains the Fed's opaque decision-making process and highlights the improving U.S. economy, with steady GDP growth and inflation below 3%. Trade tensions with China loom large, especially with an August 12 deadline for tariffs, but recent meetings show slow progress toward a deal. Lydia also touches on the strategic balance between competition and cooperation with China, especially in tech and AI. The conversation wraps with a nod to real-world impacts like mortgage refinancing and the potential for more accessible homeownership if rates drop.

Art Marketing Podcast: How to Sell Art Online and Generate Consistent Monthly Sales

Get ready for Q4, join us as we dive into a 70-day art sales bootcamp, discussing the importance of effective frequency and how to prepare your marketing strategy for the upcoming holiday season. From balancing your time between creating and marketing to optimizing your pricing and leveraging social media, we cover essential tactics to ensure your art business thrives. Don't miss out on valuable insights and actionable tips to make this Q4 your best yet! (00:00) - Introduction to Q4 Preparation (05:30) - The Importance of Effective Frequency (10:00) - Economic Outlook for Q4 (15:00) - Housekeeping for Q4 (18:00) - Marketing Strategies (21:00) - Conclusion and Call to Action ArtHelper Instagram account https://www.instagram.com/arthelperai/ Keep up with the latest https://linktr.ee/artmarketingpodcast Signup for a free account on ArtHelper and use my jazzy coupon code which is POD.  This will give you a free month of the Pro plan that has all the bells and whistles: https://www.arthelper.ai/

Retail Gets Real
387. Behind the data: Insights from NRF's top economists

Retail Gets Real

Play Episode Listen Later Jul 22, 2025 21:51


As the retail industry continues to evolve, understanding the broader economic landscape has never been more important. On this episode of Retail Gets Real, two of NRF's top economic minds — Chief Economist Jack Kleinhenz and Executive Director of Research Mark Mathews — join the podcast to break down what's driving the U.S. economy, what to expect for the second half of 2025 and what it all means for retailers and consumers.(00:00:00) Reflecting on 15 years of economic insight(00:06:40) Forecasting through uncertainty(00:08:16) The rise of AI and the future of retail(00:09:47) The real impact of AI on retail and jobs(00:12:46) Navigating a globalized retail economy(00:18:45) Advice for students, book recs and a look backThe National Retail Federation is the world's largest retail trade association.Every day, we passionately stand up for the people, policies and ideas that help retail succeed.Resources:• Get ready for Retail's Big Show in NYC• Become an NRF member and join the world's largest retail trade association• Learn about our retail education platform, NRF Foundation, at nrffoundation.org• Learn about retail advocacy at nrf.com/advocacy• Find more episodes at retailgetsreal.comRelated:• Data ‘Remains Strong' But Public Policy Uncertainties ‘Blur the Economic Outlook' for 2025• NRF Chief Economist Says 2024 ‘Ended on a High Note'• Economy Still Growing Despite Tariffs But ‘A Lot of People Have Recession on Their Minds'

The Bid
227: Best of: A Macro and Geopolitical Outlook – Live from Davos

The Bid

Play Episode Listen Later Jul 18, 2025 28:38


Over the summer, The Bid brings back some of the best episodes from the last year. Kicking off the series, hosts Oscar and Stevie take a look back on one of the most popular episodes, recorded live on location in Davos, Switzerland.In a special episode recorded from Davos, host Oscar Pulido is joined by Philipp Hildebrand, Vice Chairman of BlackRock, and Tom Donilon, Chairman of the BlackRock Investment Institute, to discuss the latest insights on the macroeconomic and geopolitical outlook for 2025. Philipp and Tom will provide their expert analysis on how these dynamics are shaping the global economic environment and what it means for investors and policymakers, offering listeners a behind-the-scenes perspective from Davos. Original episode aired January 24th 2025Key moments in this episode:00:00 Introduction to The Bid's Best of Summer Series00:49 Oscar's Favorite Episode: Geopolitics Live from Davos03:02 Insights from Davos: Geopolitical and Economic Outlook05:35 The Impact of AI and Technology07:41 US-China Relations and Global Fragmentation10:59 Economic Outlook for 202518:02 Europe's Response to Global Challenges26:00 Reflections and Closing Remarks

The Voice of Reason with Andy Hooser
Congressman Tracey Mann/Kyle Moran: Budget Debates, Economic Outlook, and Education Fiasco

The Voice of Reason with Andy Hooser

Play Episode Listen Later Jul 15, 2025 36:51


Guest Congressman Tracey Mann, 1st District Kansas, joins to discuss upcoming appropriations conversations. Discussion of economic optimism after the One Big Beautiful Bill, upcoming Defense spending bill, ongoing government cuts, and more.  Guest Kyle Moran, political commentator for Young Voices, joins to discuss ongoing tariff and trade deal talks. Why is there so much uncertainty in the economy? Discussion of imports, inflation numbers, consumer spending, and more.  The National Education Association fights for...DEI?

FT News Briefing
The Fed cuts US economic outlook

FT News Briefing

Play Episode Listen Later Jun 19, 2025 10:36


The Federal Reserve cut its outlook for the US economy on Wednesday, and in the UK, inflation remains higher than ideal. Plus, Big Tech companies are lobbying for a decade-long ban on AI regulations, and the Israel-Iran conflict has hit the global supply chain. Mentioned in this podcast:UK inflation was 3.4% in MayFederal Reserve cuts outlook for US economy but holds interest rates steadyBig Tech pushes for 10-year ban on US states regulating AIInsurers lift prices 60% for key Iran route as conflict threatens shippingToday's FT News Briefing was produced by Sonja Hutson, Kasia Broussalian, Henry Larson and Marc Filippino. Additional help from Blake Maples, Kelly Garry and Gavin Kallmann. Our acting co-head of audio is Topher Forhecz. Our intern is Michaela Seah. The show's theme song is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Why Is This Happening? with Chris Hayes
The Narrative vs. Real Effects of This Economy with Joe Wiesenthal

Why Is This Happening? with Chris Hayes

Play Episode Listen Later Jun 10, 2025 56:17


It can be hard to follow and make sense of all of the volatility we've been seeing in the markets and economy recently. Lucky for us, Joe Weisenthal, co-host of Bloomberg's “Odd Lots” podcast is joining this week to help break down what's been going on. He joins WITHpod to discuss recent economic volatility and what it means for financial markets vs. the real economy, the impact of tariffs and more.

Up First
President Trump's 2026 Budget, Gloomy Economic Outlook, Secretary of State's New Role

Up First

Play Episode Listen Later May 3, 2025 20:19


President Trump proposes major cuts to several federal agencies in next year's budget, but he wants defense and border security spending to increase. The budget plan comes after the economy shrank during the first three months of this year. We'll have the latest on the state of the economy. Plus, Secretary of State Marco Rubio has added the title of national security adviser to his growing roster of roles. But will he have the bandwidth to do both jobs?Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy