Podcasts about economic resilience

Interest rates are falling again. After years of rate hikes, mortgage stress, and a cooling economy, the RBA has now dropped interest rates for the second time this cycle and there are more rate cuts to come. But what does this actually mean? Is the worst behind us—or is this a sign of deeper cracks in the economy? In today's Big Picture episode, I'm joined again by leading financial commentator Pete Wargent as we unpack the macroeconomic forces shaping our housing markets and the financial outlook for Australians. Of course, the headline is the Reserve Bank's decision to cut rates on May 20. But there's so much more going on behind the scenes—consumer spending is tanking, the construction sector is in crisis, our population is booming while new housing approvals are plummeting, and unemployment is quietly starting to rise. We also explore whether this rate cut will fire up another round of property price growth, how investors are likely to respond, and whether inflation could make an unwelcome return. Plus, we'll take a step back and look at the global context—what's happening with the US Federal Reserve, China's economy, and what all of this means for you as a property investor, business owner, or just someone trying to make sense of the chaos. So whether you're wondering if now is the right time to buy property, refinance, or simply want to stay ahead of the curve, you're in the right place.   Takeaways  ·         Market signals indicate a turning point in property investment. ·         Falling interest rates are expected to boost consumer confidence. ·         The narrative we tell ourselves can limit our potential. ·         First home buyers are likely to enter the market soon. ·         Melbourne's population growth poses significant infrastructure challenges. ·         Consumer confidence is crucial for property market recovery. ·         The housing market is facing a significant shortage of supply. ·         Government policies need to align with housing demand. ·         Long-term investment strategies are essential for success. ·         Understanding market trends is key to making informed decisions.   Chapters    00:00 Global Economic Trends and Interest Rates 04:40 Impact of Interest Rate Cuts on Consumer Confidence 10:17 Investor Loans and Market Indicators 15:35 Consumer Confidence and Economic Resilience 18:32 Challenges in Housing Supply and Development 23:48 The Future of Rental Markets and Social Housing 31:50 The Turning Point in Property Investment   Links and Resources:   Metropole's Strategic Property Plan – to help both beginning and experienced investors Get a bundle of free reports and eBooks – www.PodcastBonus.com.au  Pete Wargent's blog Pete Wargent's new book, The Buy Right Approach to Property Investing Pete's other book – The New Wealth Way Get a bundle of free reports and eBooks – www.PodcastBonus.com.au  Also, please subscribe to my other podcast Demographics Decoded with Simon Kuestenmacher – just look for  Demographics Decoded wherever you are listening to this podcast and subscribe so each week we can unveil the trends shaping your future.

Episode 176 with Dr Samuel Kembou, Global Co-Lead for Learning and Evidence at the Jacobs Foundation, a Swiss-based philanthropy advancing the learning and development of children worldwide. With a presence in Africa for over 35 years, the Foundation is known for its long-term commitment to strengthening education systems through rigorous research, strategic partnerships, and evidence-informed policymaking.Dr Kembou plays a central role in ensuring that data, learning, and research translate into practical, scalable solutions for education reform. He is a passionate advocate for placing evidence at the heart of decision-making, so that education systems not only deliver better outcomes for learners today but are built to adapt and thrive for generations to come.A respected leader in global education and development, Dr. Kembou brings sharp insight into how African countries can harness the power of learning systems to drive economic resilience and sustainable growth. His work at the Jacobs Foundation reflects a bold vision: that by investing in what works, we can transform the future of education across the continent.What We Discuss With Dr KembouWhy Dr. Samuel Kembou believes education is one of the most powerful tools for driving long-term economic growth and social resilience.The role of rigorous research and data in shaping effective education policies and improving classroom outcomes across African countries.The vision and impact behind the new $80 million co-funding mechanism in Ghana, developed in partnership with the Ministry of Education, World Bank, and other key actors.How African countries can lead the global conversation on education innovation and help deliver on the Sustainable Development Goals by 2030.The importance of multi-sector collaboration—including governments, philanthropies, and civil society in transforming education ecosystems.Did you miss my previous episode where I discuss The Future of Farming: Using Tech, Finance, and Human Networks To Connect African Farmers to Global Markets? Make sure to check it out!Like this show? Please leave us a review here -- even one sentence helps!Connect with Terser:LinkedIn - Terser AdamuInstagram - unlockingafricaTwitter (X) - @TerserAdamuConnect with Dr Kembou:LinkedIn - Samuel Kembou, PhDTwitter - @Foundation_JFDo you want to do business in Africa? Explore the vast business opportunities in African markets and increase your success with ETK Group. Connect with us at www.etkgroup.co.uk or reach out via email at info@etkgroup.co.ukSubscribe to our newsletter for exclusive content, behind-the-scenes insights, and bonus material - Unlocking Africa Newsletter

Bongani Bingwa speaks to Crystal Orderson, award-winning journalist and RMB correspondent, as Season 4 of RMB Africa Focus returns to 702. The series offers fresh insights into Africa’s economic resilience and highlights why the continent remains vital to global investment strategies. Every Thursday on Breakfast, Crystal explores the forces driving Africa’s growth from innovation and infrastructure to policy and private sector development revealing the opportunities that lie ahead when Africa is seen through RMB’s lens of possibility. 702 Breakfast with Bongani Bingwa is broadcast on 702, a Johannesburg based talk radio station. Bongani makes sense of the news, interviews the key newsmakers of the day, and holds those in power to account on your behalf. The team bring you all you need to know to start your day Thank you for listening to a podcast from 702 Breakfast with Bongani Bingwa Listen live on Primedia+ weekdays from 06:00 and 09:00 (SA Time) to Breakfast with Bongani Bingwa broadcast on 702: https://buff.ly/gk3y0Kj For more from the show go to https://buff.ly/36edSLV or find all the catch-up podcasts here https://buff.ly/zEcM35T Subscribe to the 702 Daily and Weekly Newsletters https://buff.ly/v5mfetc Follow us on social media: 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702 See omnystudio.com/listener for privacy information.

Lester Kiewit speaks to Crystal Orderson and gets fresh insights into Africa’s economic resilience and why the continent remains central to global investment conversations. Good Morning Cape Town with Lester Kiewit is a podcast of the CapeTalk breakfast show. This programme is your authentic Cape Town wake-up call. Good Morning Cape Town with Lester Kiewit is informative, enlightening and accessible. The team’s ability to spot & share relevant and unusual stories make the programme inclusive and thought-provoking. Don’t miss the popular World View feature at 7:45am daily. Listen out for #LesterInYourLounge which is an outside broadcast – from the home of a listener in a different part of Cape Town - on the first Wednesday of every month. This show introduces you to interesting Capetonians as well as their favourite communities, habits, local personalities and neighbourhood news. Thank you for listening to a podcast from Good Morning Cape Town with Lester Kiewit. Listen live on Primedia+ weekdays between 06:00 and 09:00 (SA Time) to Good Morning CapeTalk with Lester Kiewit broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/xGkqLbT or find all the catch-up podcasts here https://buff.ly/f9Eeb7i Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

May 14, 2025 – What do the latest U.S.-China trade negotiations mean for markets, the economy, and your investments? Dr. Ed Yardeni, President and Chief Investment Strategist at Yardeni Research, discusses recent developments in U.S.-China trade...

RMB Africa focus: Africa’s economic resilience & the global investment landscapeCrystal Oderson, Journalist covering African issues and Stephen Grootes look at top business news around the continent.Tags: Stephen Grootes, The Money Show, Africa Business, Crystal Oderson, RMB, 702, Radio 702, Cape Talk The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

In this timely episode of Ready Your Future, we dive deep into the realities of economic uncertainty facing many Americans today. Drawing from historical perspectives and current insights, Todd explores why economic fears are surging and what practical steps you can take to protect your family’s financial future. The episode examines proven strategies for building resilience during economic stress, including financial preparedness techniques that worked during previous downturns and might serve you well in today’s challenging economic landscape. Visit the Episode Page on Ready Your Future. Of Interest Check Out RYF on YouTube For more about Todd and RYF Join the Exclusive Email Group' Join TPA The Christian Prepper Podcast Buy Me a Coffee: https://www.buymeacoffee.com/prepperwebsiteSee omnystudio.com/listener for privacy information.

New release time! We are releasing the Power Hours Friday mornings going forward.The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(03:51) Netflix Earnings Report Analysis(13:33) Impact of Tariffs on Big Tech(18:10) TSMC's Growth and Market Position(25:23) Boeing's Challenges and American Express Performance(33:27) Economic Implications and Investor Awareness(36:32) Tariffs and Market Reactions(40:03) Luxury Brands and Economic Resilience(44:24) Interactive Brokers: A Compounder in Focus(52:41) ASML's Strategic Buybacks and Future Growth(57:18) OpenAI's Social Network: A New Frontier?*****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************FinChat.io is The Complete Stock Research Platform for fundamental investors.With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.Use our LINK and get 15% off any premium plan: ⁠https://finchat.io/chitchat *********************************************************************Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.To join, go to ⁠Blue Chippers and apply! Link: ⁠https://bluechippersclub.com/*********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

On an extended edition of our regular podcast, Cameron Willard from our Capital Markets team joins Sonia Rothwell and Daniel Mahoney to take stock of the markets fallout from President Trump's tariff diplomacy. And Dan explains how an unusual Saturday session of Parliament is linked to economic resilience.Rate us and subscribe wherever you're listening.Sign up to our daily Market Wrap updates: https://handelsbanken-markets.co.uk/p/4UF2-5S3/sign-up-for-the-daily-market-wrap

In this episode of Uncommon Sense with Ginny Robinson, I'm giving my take (to the best of my ability—because I'm not a tariff expert and neither are most of the people chiming in right now) on Trump's gutsy new tariff move. It's the one that's got half the country cheering and the other half clutching their pearls. While the media yells “economic suicide,” I'm here to suggest that this strategy might actually work—but not overnight. We'll talk about the possibility of long-term gain, the reality of short-term discomfort, and the cultural obsession with instant results when what's often required is patience. I will also go over our collective short attention spans and why longer attention spans are needed for understanding complex issues like this. Every answer won't fit in a 15 second soundbite. At the end of the day, we'll have to pray, wait, and see. Some of the smartest plays take time to unfold.—https://noblegoldinvestments.com/learn/gold-and-silver-guide/?utm_campaign=21243613394&utm_source=g&utm_medium=cpc&utm_content=&utm_term=noble%20gold&seg_aprod=&ad_id=698073353663&oid=2&affid=1&utm_source=google&affiliate_source=googleads_brand_bmbc&utm_term=noble%20gold&gad_source=1&gbraid=0AAAAADQ2DzJSJ_mi5cJo8dO2FNUs7uNy-&gclid=CjwKCAjwktO_BhBrEiwAV70jXtjSCyioSM2Hz1McTAlR3f8t3KCDDN3-XBWLaIzwJmiEGe0ztxIk5RoCnM0QAvD_BwE

Callum Williams is a senior economics writer for The Economist. He was educated at Oxford, Harvard, and Cambridge, and is the author of The Classical School: The Birth of Economics in 20 Enlightened Lives.(00:00) - Introduction (02:07) - US-Russia Relations (03:18) - Trump and US Foreign Policy (05:30) - Sanctions and Their Impact on Russia (09:28) - Economic Resilience and Sanctions Evasion (14:14) - Historical Context and Predictions (29:37) - US Wealth Inequality (40:37) - Debating Wealth Inequality and Welfare States (42:35) - Homelessness and Government Intervention (45:18) - Employment Rates and Economic Behavior (50:12) - San Francisco's Homelessness Crisis (53:46) - US vs. Europe: Economic Divergence (01:06:06) - Cultural Differences in Economic Growth (01:10:48) - AI and Job Market Transformation (01:13:50) - Challenges in AI Adoption (01:15:16) - Consumer vs. Business Tech Adoption (01:15:56) - Slow AI Integration in Businesses (01:17:34) - AI in Customer Service (01:23:48) - Resistance to AI (01:26:36) - AI and Productivity (01:37:35) - Debates on Technological Progress Music used with permission from Blade Runner Blues Livestream improvisation by State Azure.–Steve Hsu is Professor of Theoretical Physics and of Computational Mathematics, Science, and Engineering at Michigan State University. Previously, he was Senior Vice President for Research and Innovation at MSU and Director of the Institute of Theoretical Science at the University of Oregon. Hsu is a startup founder (SuperFocus.ai, SafeWeb, Genomic Prediction, Othram) and advisor to venture capital and other investment firms. He was educated at Caltech and Berkeley, was a Harvard Junior Fellow, and has held faculty positions at Yale, the University of Oregon, and MSU.

We're headed into a period of potentially great economic uncertainty.  To prevent your business from a severe setback, focus on these 4 areas that will enable you to avoid financial damage and achieve economic resilience.

Today I'm joined by Teddy Pierce, author of Dethrone Davos: Save America, to discuss the shocking waste, fraud, and abuse that the Department of Government Efficiency (DOGE) has been uncovering. From reckless spending to blatant money laundering, we're breaking down how our government has been misusing our hard-earned tax dollars—and why this corruption must be stopped. Transparency and accountability aren't just buzzwords; they're essential for restoring actual integrity to our system. Tune in as we expose what's really going on behind the scenes and why this fight matters for all of us.—Buy Teddy's book, Dethrone Davos: https://www.amazon.com/Dethrone-Davos-America-Theodore-Pierce-ebook/dp/B0D5NKGGNC—https://www.thebrandsunday.com/collections/all

Can Canada Get Its Mojo Back? Tackling Economic Challenges in the Age of AI with Benjamin Bergen In this episode of our series 'Can Canada Get Its Mojo Back?', host Jim Love sits down with Benjamin Bergen, the President of the Council of Canadian Innovators, to explore how Canada can transform its economy to prosper in the 21st century amidst AI advancements and global economic pressures. The conversation dives deep into the role of innovation, the need for structural changes in Canadian industrial policy, and how domestic companies can lead the way. Bergen shares insights on the Council's mission, the importance of owning high-value goods and services, and the crucial steps needed for Canada to diversify its economy. They also discuss the impact of political alignment, government procurement, and the necessity of community and political engagement in fostering economic prosperity. Whether you're a technology enthusiast or interested in the future of Canada's economy, this episode offers a wealth of information and actionable insights. Tune in, get informed, and join the conversation! 00:00 Introduction and Overview 00:10 Canada's Economic Challenges 00:47 Project Synapse and Tech Newsday 01:38 Interview with Benjamin Bergen 02:30 The Council of Canadian Innovators 05:15 Economic Diversification and Innovation 06:18 Political and Economic Realities 07:09 Strategies for Economic Growth 13:45 The Role of Government and Policy 23:28 Procurement and Innovation Challenges 28:18 Government's Role in Cybersecurity 30:52 Healthcare Innovation and Technology 35:34 Economic Resilience and Technology in Agriculture 39:32 Challenges in Scaling Canadian Tech Firms 49:30 Call to Action for Canadian Innovators

Send us a textJOIN OUR PATREON:  CLICK HEREWhat if the key to surviving our current economic crisis lies in understanding past decisions and shifting our mindset? Join me, Lynn Louise, on the Cosmic Valkyrie podcast as we unravel the intricate web of economic warfare, stretching back to the Reagan era, and its impact on our world today. Together, let's confront these realities head-on and embrace the power of collective consciousness to overcome fear and chaos. We'll explore how mindset shifts and inner work can guide us through these turbulent times, urging us not to turn a blind eye but to engage actively in creating lasting global change. This episode is a call to action, to recognize the struggles around us and harness our collective strength to build resilient communities.  As we look towards 2025, a year poised with significant challenges, I urge women everywhere to arm themselves with courage, confidence, and clarity. This is more than just a personal journey—it's about forming a "cosmic army" ready to ignite transformative global change. Platforms like Patreon and Evolution 10X are the battlegrounds for this lifelong mission of revolutionary change and consciousness expansion. This is a rallying cry to invest in a new mindset, focused on long-term commitment to our purpose and mission. Let's join forces to enact meaningful change for ourselves and future generations, embracing a collective movement that transcends hope and transforms our world. The episode dives into the historical roots of our current economic challenges while emphasizing the importance of personal transformation in the face of global upheaval. Listeners are urged to take action, engage in their communities, and prepare for the changes that lie ahead, reinforcing the idea that true success comes from collective empowerment.  • Understanding economic warfare and its historical context • Acknowledging global fear while finding inner calm • The necessity of community and collective action • Patience and clarity as essential for sustainable change • Preparing for the challenges that 2025 will bring • Joining the Cosmic Army for collective transformation **Stop sitting on the sidelines, girl. There is work to be done, because 2025 is going to be a shit show, and you need to have the courage, confidence, and clarity to start making the global change that you came here to make.Lynn Louise has been helping coaches all over the world for over a decade. Her Evolution 10X Method combines Cosmic Wisdom, Brain Science, and Fundamentals in Business Strategy to help you quiet your mind, uplevel your consciousness, so you can implement the strategy you need for success with ease and flow. Lynn Louise is a Master Certified Hypnotist, Telepath, Shapeshifter, Multidimensional Traveler, and Coach driven by a powerful mission to help others. Her approach is unlike any other mentor's you have experienced. So, if you are ready to collapse timelines and create the business of your dreams - buckle up! For more information on how to work with her within her Mastermind: CLICK HERE

In this episode of Develop This, Dennis Fraise speaks with Bill Murphy, the president and CEO of the Ardmore Development Authority, about the significant impact of Michelin's closure of its tire manufacturing facility in Ardmore, Oklahoma. They discuss the initial shock of the announcement, the community's reaction, and the steps taken to manage the transition for the affected workforce. Bill shares insights on the importance of maintaining strong relationships with local businesses, the need for economic diversification, and the lessons learned from navigating such a challenging situation. Takeaways The Ardmore Development Authority is a public trust responsible for local economic development. Michelin's closure of its facility was a significant blow to the local economy, affecting 1,400 jobs. The announcement of the closure was unexpected and blindsided local leaders. Strong relationships with companies can help in managing crises effectively. The community's reaction to the closure was one of shock and disbelief. A transition task force was created to address the impact of the closure. Diversifying the local economy is crucial to mitigate the effects of losing a major employer. Maintaining open communication with stakeholders is essential during crises. The company provided significant support and incentives to retain employees during the transition.

In this episode, we chat with Brooke Bibeault, CEO of Makor Resources, an African junior miner exploring developing the next generation of world leading mines across the artisanal and small-scale sector. They enable Artisanal and Small-Scale businesses in the raw materials value chain - from "Mine to Main Street", Production to Retail - to manage risks, build resilient sourcing strategies, capture value, and invest for social impact to address some of today’s most pressing concerns. Brooke has a diverse background in leadership development and business strategy and became the CEO of Makor Resources in 2019 when she moved to Africa. She gives us the background to the company, its mission in helping artesian miners develop locally and ethically sourced materials, her new A1 platform Sensr 360, her new podcast Mine to Main Street, and more. KEY TAKEAWAYS Makor Resources aims to transform ASM into a legitimate and investable sector, recognising its significant contribution to global mineral production and the economic potential it holds for local communities. The introduction of Sensor360, an AI-driven platform, allows for real-time monitoring and verification of ESG compliance, helping to identify discrepancies and mitigate risks associated with mining operations. Makor Resources emphasises the importance of engaging local communities in the mining process, ensuring that they benefit from the resources extracted and that their needs and priorities are considered in decision-making. The approach to mining should prioritise long-term stability and community development over short-term profits, focusing on building sustainable ecosystems that outlast the life of the mine. There is a need to shift the perception of mining from being a "dirty" industry to one that plays a crucial role in global economic resilience, innovation, and sustainable development, highlighting the positive impacts and stories from the sector. BEST MOMENTS "My career really has always been about solving high stake problems at the intersection of power, and looking at economics and global impact." "Artisanal and small-scale mining represents one of the largest untapped economic potentials in the global resource sector." "Mining depends on communities, and it's not about charity; it's about strategic alignment." "I think the biggest failures of traditional mining is that too much value gets extracted and too little gets reinvested into the communities." VALUABLE RESOURCES Mail: rob@mining-international.org LinkedIn: https://www.linkedin.com/in/rob-tyson-3a26a68/ X: https://twitter.com/MiningRobTyson YouTube: https://www.youtube.com/c/DigDeepTheMiningPodcast Web: http://www.mining-international.org This episode is sponsored by Hawcroft, leaders in property risk management since 1992. They offer: Insurance risk surveys recognised as an industry standard Construction risk reviews Asset criticality assessments and more Working across over 600 sites globally, Hawcroft supports mining, processing, smelting, power, refining, ports, and rail operations. For bespoke property risk management services, visit www.hawcroft.com GUEST SOCIALS https://www.makorresources.com/ https://www.linkedin.com/in/brookebibeault/ https://www.instagram.com/brookebibeault/ https://x.com/brookebibeault ABOUT THE HOST Rob Tyson is the Founder and Director of Mining International Ltd, a leading global recruitment and headhunting consultancy based in the UK specialising in all areas of mining across the globe from first-world to third-world countries from Africa, Europe, the Middle East, Asia, and Australia. We source, headhunt, and discover new and top talent through a targeted approach and search methodology and have a proven track record in sourcing and positioning exceptional candidates into our clients' organisations in any mining discipline or level. Mining International provides a transparent, informative, and trusted consultancy service to our candidates and clients to help them develop their careers and business goals and objectives in this ever-changing marketplace. CONTACT METHOD rob@mining-international.org https://www.linkedin.com/in/rob-tyson-3a26a68/ Podcast Description Rob Tyson is an established recruiter in the mining and quarrying sector and decided to produce the “Dig Deep” The Mining Podcast to provide valuable and informative content around the mining industry. He has a passion and desire to promote the industry and the podcast aims to offer the mining community an insight into people’s experiences and careers covering any mining discipline, giving the listeners helpful advice and guidance on industry topics.

The resiliency of U.S. economics, steady consumer spending across all income levels, underestimated impacts of a gig economy, and the surprising durability of GDP growth are all part of today's essential discussion. Wes Moss and Jeff Lloyd examine which factors suggest productivity might be undercounted and liken AI to the space race, where any type of participation drives long-term innovation. Listen to discover how these elements could shape the economic landscape for retirees and beyond.

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk headed to Washington, D.C. where they attended an event held by The Council for Economic Resilience that focused on the future of autonomous vehicle and truck policy. With President Trump being sworn into office next week, there is an opportunity to usher in the golden age of autonomy. To usher in the golden age of autonomy, there has to be a national autonomous vehicle framework that includes trucks weighing over 10,001 pounds. Grayson and Walt discuss what it might take for that to become a reality and the role that China could potentially play in accelerating that effort. Episode Chapters0:00 The Council for Economic Resilience DC Event2:05 Congressman Duffy's Transportation Secretary Confirmation Hearing 4:04 Optimism in DC 9:09 Rising Insurance Costs11:01 The NYC Unlock for Autonomous Vehicles 14:27 Autonomy Politics 22:10 TikTok / Trump Inauguration25:16 Chinese Autonomous Vehicles in the U.S. 30:03 Zeekr: Waymo's Unforced Error33:41 Does Waymo Need more OEM partners?35:49 Pony AI39:01 Next WeekRecorded on Saturday, January 19, 2025--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

"People always ask us this question, what can I learn from that country? People ask us about this from the report especially when we're talking to policymakers, or what should I learn from Malaysia? What should I learn? The thing to learn is  to not learn  to replicate exactly.  But the thing to learn is sort of what are the principles behind what works for them. What are your comparative advantages, Every country needs to be asking that for themselves. So for Vietnam, comparative advantages are things like  proximity to China, and an ability at a geopolitical level to navigate between the U.S. and China.  They do this pretty delicately, given their history with both countries. There's an acquiescence by the major powers also to not force Vietnam to take sides. And, you know, and so it's a delicate balancing game that ASEAN always plays ..." - Gullnaz Baig Fresh out of the studio, Gullnaz Baig, executive director from the Angsana Council, shares her perspectives on the "Southeast Asia Outlook 2024-2034: Navigating the High Winds" report by Angsana Council, DBS and Bain & Co. In our conversation, Gullnaz emphasized Southeast Asia's unique strengths, including its cultural diversity, openness to innovation, and ability to navigate geopolitical complexities between global powers like China and the U.S. She highlighted Southeast Asia's resilience, citing its rising wealth, improving standards of living, and comparative advantages such as Vietnam's strong STEM workforce and the Philippines' English-speaking talent. Last but not least, she described the importance of leveraging regional collaboration and technology to foster sustainable growth and offered her thoughts on what great would look like for the region. Episode Highlights: [00:46] Quote of the Day by Gullnaz Baig [01:28] Gullnaz Baig's Career Journey and Key Milestones [03:53] Introduction to the Angsana Council and Its Mission [05:52] Career Lessons and Importance of Mentorship [07:50] Southeast Asia's Economic Outlook for 2024-2034 [10:03] Collaboration Behind the Southeast Asia Outlook Report [12:46] Economic Resilience of Southeast Asia Over the Past 30 Years [16:58] Structural Challenges Across Southeast Asia [20:29] Vietnam's Growth Potential and Comparative Advantages [25:17] Philippines' Services Sector and Comparative Strengths [26:14] Startups in Southeast Asia: Building and Scaling Across Borders [29:51] Southeast Asia's Receptiveness to New Technology [31:50] China's Influence and Opportunities in Southeast Asia [34:42] Navigating Geopolitical Tensions Between China and the U.S. [36:29] Leveraging China's Strengths in Southeast Asia [38:52] The question that Gullnaz would like people to ask her more: Who are Southeast Asians? [45:19] What Does Great Look Like for Southeast Asia? [47:03] Closing Profile: Gullnaz Baig, Executive Director of Angsana Council LinkedIn: https://www.linkedin.com/in/gullnazbaig/ Angsana Council: https://angsanacouncil.org/member/gullnaz-baig/ Podcast Information: Bernard Leong hosts and produces the show. Proper credits for the intro and end music: "Energetic Sports Drive" and the episode is mixed & edited in both video and audio format by G. Thomas Craig. Here are the links to watch or listen to our podcast. Analyse Asia Main Site: https://analyse.asia Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia YouTube: https://www.youtube.com/@AnalyseAsia Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288

From the BBC World Service: Norway has suspended its plans for commercial-scale deep sea mining after facing criticism from environmental scientists. In the Pacific, the Cook Islands hopes the practice could help bolster its economy, but it’s not without opposition. But first: South Korea’s acting president has ordered a safety inspection of the country’s entire airline system after 179 people were killed in a plane crash on Sunday.

From the BBC World Service: Norway has suspended its plans for commercial-scale deep sea mining after facing criticism from environmental scientists. In the Pacific, the Cook Islands hopes the practice could help bolster its economy, but it’s not without opposition. But first: South Korea’s acting president has ordered a safety inspection of the country’s entire airline system after 179 people were killed in a plane crash on Sunday.

From the BBC World Service: Norway has suspended its plans for commercial-scale deep sea mining after facing criticism from environmental scientists. In the Pacific, the Cook Islands hopes the practice could help bolster its economy, but it’s not without opposition. But first: South Korea’s acting president has ordered a safety inspection of the country’s entire airline system after 179 people were killed in a plane crash on Sunday.

Joe Brusuelas estimates a 55% chance that the U.S. economy grows 2.5% or more in 2025. He says the last year built a floor for the market to build on. As for the Fed, Joe is "on board" for two rate cuts next year but won't be surprised to see an even narrower rate cut path. He later turns to the A.I. front to determine how companies like Nvidia (NVDA) fit into the economic big picture. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-... Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-... Watch on Sling - https://watch.sling.com/1/asset/19192... Watch on Vizio - https://www.vizio.com/en/watchfreeplu... Watch on DistroTV - https://www.distro.tv/live/schwab-net... Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

For nearly 30 years, the Fed has pursued an easy-money policy that has made the economy increasingly dependent upon the next round of “stimulus.” Reversing that policy will mean, at least in the short run, a stiff recession before the economy rebounds, which is a non-starter today.Original article: Markets Made of Glass—How the Fed Destroyed Economic Resilience

For nearly 30 years, the Fed has pursued an easy-money policy that has made the economy increasingly dependent upon the next round of “stimulus.” Reversing that policy will mean, at least in the short run, a stiff recession before the economy rebounds, which is a non-starter today.Original article: Markets Made of Glass—How the Fed Destroyed Economic Resilience

In this episode, Jurrien Timmer joins the show to discuss where we are in the current bull market, the push & pull between earnings and valuations, and the various influences on interest rates. We also delve into when the US debt level becomes a real problem, monetary hedges, and much more. Enjoy! __ Follow Jurrien: https://x.com/TimmerFidelity Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance Follow Blockworks: https://twitter.com/Blockworks_ __ Ledger, the world leader in digital asset security for consumers and enterprises, proudly sponsors Forward Guidance, where traditional finance meets crypto. As Ledger celebrates a decade of securing 20% of the world's crypto assets, it offers a secure gateway for those entering digital finance. Buy a LEDGER™ device today and protect your assets with top-tier security technology. Buy now on Ledger.com. — Timestamps: (00:00) Introduction (01:14) Where Are We in the Bull Market? (04:22) Is this Bull Market Unique? (07:07) Economic Resilience to Short Rates (09:12) Quantitative Tightening & Liquidity (12:39) Election Impact on Markets (15:54) Unpacking the Move in Yields (22:20) Outlook for Risk Assets (26:39) Earnings vs Valuation (34:52) Ledger Ad (35:37) Did We Achieve A Soft Landing? (37:32) Inflation Reacceleration Risk (42:02) Gold, Bitcoin & Monetary Hedges (45:40) Path To Negative Real Rates (49:07) When Does The US Level Debt Actually Matter? (56:42) Learn More About Jurrien __ Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

"It's really important for arts advocates and tradition bearers, artists, and cultural organizations to participate in the visioning and guiding principle process in your community plan, to get named in the vision statement of the community" - Tracy HudakJoin Tracy Hudak, Director of Field Engagement for California for the Arts, and Jackie Melendez, Assistant City Manager of the City of Chino, for an insightful discussion in "Casemaking for Collaboration." This episode explores the intersection of arts advocacy, economic development, and urban planning. Discover how artists, cultural organizations, and advocates can effectively engage with local governments to ensure that arts are recognized as a vital part of inclusive economic development and community growth. You'll learn practical tools and strategies for making a compelling case for arts and culture as essential contributors to a region's economic vitality and quality of life.Watch, Listen and Discover how you can support and shape the future of the creative economy!- Make a Donation: Support Voices of the Community, fiscally sponsored by Intersection for the Arts, a 501(c)(3) nonprofit, and enjoy tax deductions for your contributions. Stay Connected:- Participate: Join our next virtual and live in-person community dialogue event.- YouTube: Watch this episode on our YouTube channel- Newsletter: Sign up to stay updated on future episodes and events - Feedback: Share your thoughts and show ideas at george@georgekoster.com. Delve deeper into our Voices of the Community Series: explore episodes, speakers, organizations, and resources on our dedicated page. Watch and learn from all five series now!

Description:  “The character of a person speaks louder than the money they make.” —Sherri Somers   Strong character is the bedrock of lasting success. Those who cultivate unshakable integrity and principled values are the true high-achievers, rising above challenges with resilience and grace. In the end, it is not circumstances, but the content of one's character, that determines one's impact and lasting influence. Sherri Somers is a trailblazing entrepreneur and business coach who specializes in helping ambitious women monetize their influence without sacrificing family time. With her infectious positivity and wealth of wisdom, Sherri empowers her clients to unlock their true potential and build thriving, purpose-driven businesses. In this insightful conversation, Daniel and Sherri dive deep into the transformative power of character, the importance of self-belief, and the art of balancing impact and income. Tune in now to discover the keys to building an unstoppable business and living a life of lasting significance.   Be Inspired! with Daniel:  Website (Makings of a Millionaire Mindset) Website (Daniel Gomez Global) Facebook Facebook Group X Instagram LinkedIn Pinterest YouTube Episode Highlights: 01:50 Helping Ambitious Women Monetize Their Influence 04:13 The Power of a Smile   07:55 Identity and Belief in Oneself 11:25 Economic Resilience and Faith   16:31 Changing Mindset 29:15 Business Foundation: Character and Integrity   32:29 Impact and Income Balance 41:36 Character and Faith for Long-Term Success   Connect with Sherri:  As a sought-after agency and brand builder, Sherri Somers uses the power of visibility and magnetic branding to become findable and gain all that one desires—freedom, wealth, time, and security! She is not just an agency builder but is also known as an empire builder. Sherri typically works with high-achieving women in insurance and finance to skyrocket their income to 6-figure months by transitioning from desk-bound monotony to mass client enrollment strategies. Together, she redefines success, crafting a path to early evenings, client attraction over pursuit, and heightened visibility, ensuring that her clients emerge as influential leaders in their industry. She revolutionizes the way women in finance think about themselves and how they attract money, by giving them the tools they need to turn their financial expertise into a sustainable business—the kind that impacts both themselves and their audience. Sherri has been featured on CNN, NBC, Black Women Magazine, Women to Follow in 2023, Sisaundra Show, and Ultimate Agent Tour. Founder of “Unleashing Your Inner CEO” Conference for Women to Learn how to Make, Manage, and Multiply their Money. White House Recognition By President Barack Obama for helping decrease the recidivism rate in our country. She strives to increase their earning power and bring knowledge and insight through various experiences to create awareness of healthy financial investment and a healthy lifestyle. Sherri believes that through high-value thinking and actionable framework, a woman can become peaceful, powerful, and plentiful. Website Facebook X Instagram YouTube  

With record heatwaves, drought, wildfire and other perils, how can the insurance industry protect and fuel innovation in the face of climate challenges? Featured in this episode: Petra Schmidt, global industry leader, Enterprise Client GroupLiz Henderson, global head of Climate Risk Advisory[1:50] The impact of climate risk on employees[2:37] Heat stress is often underrepresented in climate models[4:15] Key proactive considerations for employers when handling extreme heat[5:50] Tangible strategies for reducing carbon footprint[10:41] The value of expert risk transfer supportAdditional Resources:Aon's websiteSpecial Edition: Preparing Business for Changing WeatherClimate Analytics Unlock Capital to Protect People and Property2024 Client Trends Report: Better Decisions in Trade, Technology, Weather and WorkforceTweetables:“Any organization that has started to experience extreme weather events and the impact they have on the ability to be resilient in the face of climate change are starting to feel the pain of ignoring the implications of climate on people.” — Liz Henderson“Heat is going to impact people before it impacts anything else.” — Liz Henderson“Having a tangible, quantifiable transition plan is part of your risk management strategy.” — Liz Henderson“Insurance is your ally, and oftentimes it is the key to unlocking investment into your organization.”  — Liz Henderson

Tourism has bounced back after significantly suffering during early pandemic shutdowns. Households across the income spectrum continue to spend on discretionary travel despite economic pessimism and depleted savings. Tourism's recovery and strength offer insight into how the overall economy has managed to weather high inflation and aggressive Fed tightening without tipping into a recession. In this episode, we talk with Adam Sacks, President of Tourism Economics, about the tourism industry's challenges since 2020, how tourists have defied predictions of a consumer slowdown, and how spending strength has varied across geographies, income groups, and sectors.

In this cut-out edition episode, Nirav Sheth, CEO and founder of Anata, discusses the importance of audience segmentation and investing in user experience (UX) to drive brand growth. Nirav shares insights on how leading brands navigate economic challenges by balancing strong branding with innovative growth strategies. Learn how segmentation and effective UX can help your brand stay resilient and thrive.Full episode: S9:E15 | 2024 eCommerce Predictions, what to expect → Nirav ShethSign up to the Conscious Commerce Newsletter:A newsletter that sits at the intersection of commerce, healthy living, and the mindsets of extraordinary leaders.Sign Up here:  https://subscribe.2xecommerce.com/subscribeConnect with 2X eCommerce:Website: 2X eCommerce WebsiteInstagram: 2X eCommerce InstagramTwitter: 2X eCommerce TwitterYouTube: 2X eCommerce YouTubeGet a Copy of Kunle's BookElevate your e-commerce game with Kunle Campbell's book, "E-Commerce Growth Strategy: A Brand-Driven Approach to Attract Shoppers, Build Community and Retain Customers." Discover practical strategies and insights to boost your e-commerce growth.Amazon: Buy on AmazonWalmart: Buy on WalmartKogan Page: Buy on Kogan PageBarnes & Noble: Buy on Barnes & NobleWHSmith: Buy on WHSmithCreators & Guests Kunle Campbell - Host Nirav Sheth - Guest

Dara Khosrowshahi runs one of the most complicated businesses in the world, Uber. Since taking over in 2017 Dara has led the company to profitability against all odds. In this episode, we touch on a number of things including Uber's position on the future of Autonomous Vehicles (AVs), the challenges that were overcome in making Uber profitable, and some of the operating principles that have stuck with Dara since his days at Expedia. (00:00) Intro(01:49) Uber's Economic Resilience and Consumer Trends(04:40) The Future of Autonomous Vehicles(14:27) Strategic Decisions and the Advanced Technologies Group(31:01) Uber's Expansion and Competitive Landscape(38:01) Living in the Suburbs: Practical Insights(39:23) Cultural Reset at Uber: A Necessity(42:39) Operational Efficiency: Lessons from Uber(46:56) Global Adaptations: Uber's Local Innovations(48:58) Leadership and Mentorship: Personal Reflections(51:32) Career Path: From Finance to CEO(01:00:14) The Importance of Constructive Conflict(01:04:47) Long-term Strategy and Board Governance(01:07:07) The Impact of Uber: A Global Perspective(01:08:54) Conclusion and Farewell Executive Producer: Rashad AssirProducer: Leah ClapperMixing and editing: Justin Hrabovsky Check out Unsupervised Learning, Redpoint's AI Podcast: https://www.youtube.com/@UCUl-s_Vp-Kkk_XVyDylNwLA

How secure is your financial future when you rely solely on a paycheck? Explore the transformative world of note investing with Fred Moskowitz, a seasoned investor who shares his journey from the tech industry to mastering the art of generating passive income through mortgage notes. In a candid discussion with Dr. Felecia Froe, Fred unveils how stepping into a lender's shoes can offer financial stability and a profound sense of empowerment. Listeners will gain insights into the mechanics of note investing, the benefits of becoming the bank, and how to navigate economic uncertainties with a diversified investment portfolio.   Are you ready to challenge your financial strategies and discover how to make your money work smarter for you? Tune in to this enlightening conversation that promises to equip you with the knowledge and tools to reshape your financial landscape. Join us and transform your approach to personal finance by listening to the full podcast today!   00:00 - What are the fundamentals of Note Investing 06:33 - Building a Financial Foundation  14:25 - Strategies for Economic Resilience  22:57 - Technical Insights into Note Investing 30:49 -  Empowering Through Education and Action    Connect with Fred! Website: https://www.fredmoskowitz.com/ LinkedIn: https://www.linkedin.com/in/fred-moskowitz-3a92a9/ Be the Boss of Your Own Money and Own Your Future. Connect with us and Discover Investment Strategies Designed to make a Difference. Website: https://moneywithmission.com Linkedin: https://www.linkedin.com/in/moneywithmission   Key Quotes:  "How risky is your paycheck? Have you ever thought about that?" - Fred Moskowitz   "I was taking on a huge risk because I was relying on my paycheck as my only source of income." - Fred Moskowitz

Livia Shmavonian, the Director of OMB's Made in America Office, and Heather Boushey, Member of the Council of Economic Advisers and Chief Economist of the Investing in America Cabinet, join the podcast to discuss the Made in America Initiative. Also joining the conversation is Navin Girishankar, the president of CSIS's new Economic Security and Technology Department.

According to a new report Auckland is showing impressive economic resilience in the wake of extended Covid lockdowns and the current economic climate. Tataki Auckland Unlimited head of economic transformation John Lavery spoke to Corin Dann

Join us for an insightful episode featuring Alex Baniczky, SVP and Head of BMO Capital Partners. Alex delves into the critical topic of supporting Canadian companies amid economic challenges. He discusses Canada's strengths, like a highly educated workforce and high female workforce participation, and its weaknesses, such as reliance on resource-based industries. Alex provides actionable strategies for fostering a supportive ecosystem that nurtures billion-dollar companies, emphasizing the roles of venture capital, stable banking, and private equity. He also shares insights on leveraging Canada's educational advantages, balancing resource and knowledge economies, and overcoming productivity challenges. Whether you're an aspiring entrepreneur or a seasoned professional, this episode offers valuable insights to help Canadian businesses thrive in a competitive landscape.

In this episode, I'm thrilled to welcome Justin as we embark on a journey through the economic landscape of 2024 and the invaluable role of Infinite Banking. Together, we'll navigate the global events shaping economies and uncover the entrepreneurial spirit necessary for financial resilience.    Drawing from Justin's inspiring journey - from military service to entrepreneurship - we'll explore the principles of his book "Never Outworked" and their application in navigating economic challenges with authenticity and determination. Join us for an enlightening discussion filled with actionable insights and empowering strategies to thrive amidst economic uncertainty.   Have a topic you want me to discuss? Feel free to send any questions or comments to podcast@themoneymultiplier.com.    To view a recorded version of our presentation on the Infinite Banking Concept, please visit: https://themoneymultiplier.com/presentation   Make an appointment with me: https://go.oncehub.com/hannahkesler   For other resources: https://linktr.ee/themoneymultiplier    Hannah: https://www.instagram.com/hannah_kesler

In March 2024, the Canadian housing market experienced another notable increase in home prices, particularly in the condominium segment, which reached a new all-time high. This surge in prices reflects ongoing trends in the housing market, characterized by persistent demand and limited supply. The condominium market's resilience, despite broader economic conditions and rising interest rates, underscores the segment's attractiveness to buyers seeking relatively more affordable options in an increasingly expensive market.More and more we are hearing about rising mortgage delinquencies and When you consider the March 2024 statistics an analysis of Mortgage Delinquencies. Despite concerns about a potential mortgage renewal crisis, the data reveals that Canada's mortgage delinquency rate remains relatively low, especially compared to other countries like the UK and USA. The comparison offers insights into the robustness of Canada's housing market and its ability to weather economic fluctuations.Moreover, we explore the impact of inflation on mortgage interest costs, a significant factor influencing housing affordability. In Canada, where mortgage interest costs are included in the Consumer Price Index (not the case in most countries), the surge in these costs contributes to inflationary pressures, affecting overall affordability for homeowners.We also delve into the new 'Renters Bill of Rights' and its implications for rental housing providers. The government's initiatives to regulate the rental housing market are raising concerns among landlords, potentially affecting their profitability, usability and investment incentives for would be housing providers. This regulatory environment may lead to a slowdown in rental property development, exacerbating existing supply shortages in rental housing.Furthermore, the announcement of a $6 billion federal housing program aimed at funding provincial housing infrastructure signals government intervention to address housing affordability and supply issues, or at least attempt to. By incentivizing municipalities to adopt policies that promote housing development, the program aims to alleviate supply constraints and stimulate construction activity - such as putting a freeze on development costs for the next 3 years.February 2024 housing stats are also out and we delve into them in detail on this week's podcast, providing additional insights into market dynamics, including sales volumes, new listings, inventory levels, and the sales-to-active ratio. Despite fluctuations in these indicators, largely to the upside, the overarching trend reflects a market that is skewed towards sellers, with limited inventory and high demand contributing to rising home prices.Looking ahead, the housing market remains a hot topic amidst tight inventory and rising prices despite lending conditions. Anticipated adjustments in response to potential interest rate movements underscore the market's sensitivity to economic factors, policy changes and of course, affordability. _________________________________ Contact Us To Book Your Private Consultation:

This week, Reorg's Dia Gill Joins Cynthia Romano, senior managing director at FTI, for a broad ranging discussion that includes the economy's resilience in the face of dire predictions, unique restructuring challenges facing the health care, commercial real estate and cannabis industries, recent trends in liability management and how FTI is working to diversify its portfolio of service offerings. Due to the Easter Holiday, we're taking a short hiatus from our weekly summary of new developments in the restructuring world and our week ahead preview. Our full featured podcast will be back next week. We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey For more information on our latest events and webinars: reorg.com/resources/events-and-webinars/ Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/ #leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans

In this episode of "American Potential," host Jeff Crank sits down with Paul Winfree, President and CEO of the Economic Policy Innovation Center, to dissect the looming fiscal challenges facing America. Winfree, an economic historian with a rich background in policy analysis, delves into the consequences of the U.S.'s soaring national debt, which threatens to surpass $34 trillion. Drawing from historical precedents, Winfree discusses the potential impacts of unchecked government spending and the critical need for fiscal reform.   Through a detailed exploration of economic policies, Winfree highlights the dangers of the current trajectory, including the impending fiscal cliff that could dramatically affect American lives. He critiques the exploitation of the COVID-19 pandemic for fiscal expansion, emphasizing the necessity to claw back unspent funds and reconsider pandemic-era healthcare expansions. Winfree advocates for a holistic approach to government spending, calling for strategic adjustments to entitlement programs and a reevaluation of federal and state expenditures.   The episode offers a compelling look at the intersection of economic theory and practical policy-making. Winfree's insights provide a roadmap for navigating out of fiscal irresponsibility towards a future marked by economic growth and stability. Through engaging anecdotes and a deep understanding of the U.S. economic system, Winfree challenges listeners to consider the long-term implications of current policies and the importance of informed civic engagement in shaping a prosperous American future.   Check out American Potential here: https://americanpotential.com   Check out our Spanish episodes here: https://www.youtube.com/playlist?list=PL8wSZydeKZ6uOuFlT_1QQ53L7l6AmC83c   Facebook: https://www.facebook.com/AmericanPotentialPodcast     Instagram: https://www.instagram.com/americanpotentialpodcast/   X: https://twitter.com/AMPotentialPod

Could the tides be shifting beneath the foundations of commercial real estate? This episode sails into the heart of how interest rates, intertwined with the tentacles of election year politics and burgeoning national debt, are reshaping the commercial property seascape. We navigate through the Federal Reserve's monetary policy whirlpools, dissecting their strategies and unintended consequences, such as inflation's sneaky currents which may force the hand of higher rates. With a lens on the Fed's recent maneuvers, including the pause on rate hikes, we chart the potential courses this might set for various real estate classes, with particular attention to the resilience and vulnerability of multifamily spaces in these choppy economic waters.Amidst a landscape where residential real estate prices stubbornly cling to stability and the scarcity of housing persists, we anchor down to examine this paradox. The episode probes beneath the surface of low unemployment and interest rates, unveiling why homeowners are anchoring down their properties, turning mortgages into treasure chests in an undersupplied market. We then steer toward the sturdy vessel of healthcare real estate, exploring why it remains buoyant even when economic storms rage. I share my compass on investment strategies, navigating through election cycle winds and speculating on the course back to the low-interest rate harbors of yesteryears. Hoist your sails and join us for this insightful voyage into real estate's shifting tides.If you need help finding the perfect location or your ready to invest in commercial real estate, email us at podcast@leadersre.com. Sign up for a FREE vulnerability analysis and lease renewal services View our library on apple podcasts or REUniversity.org. Connect on Facebook. Commercial Real Estate Secrets is ranked in the top 50 podcasts on real estate

In this episode, James Connor ( @BloorStreetCapital ) and Callie Cox, US Investment Analyst at  @etoro  discuss the 2024 market outlook. Discover insights into the Federal Reserve's potential rate cuts, the future of the inflation crisis and much more! ************************ At Wealthion, we show you how to protect and build your wealth by learning from the world's top experts on finance and money. Each week we add new videos that provide you with access to the foremost specialists in investing, economics, the stock market, real estate and personal finance. We offer exceptional interviews and explainer videos that dive deep into the trends driving today's markets, the economy, and your own net worth. We give you strategies for financial security, practical answers to questions like “how to grow my investments?”, and effective solutions for wealth building tailored to 'regular' investors just like you. Let us help you prepare your portfolio just in case the future brings one or more of the following: inflation, deflation, a bull market, a bear market, a market correction, a stock market crash, a real estate bubble, a real estate crash, an economic boom, a recession, a depression, or another global financial crisis. Put the wisdom from the money & markets experts we feature on Wealthion into action by scheduling a free consultation with Wealthion's endorsed financial advisors, who will work with you to determine the right next steps for you to take in building your wealth. SCHEDULE YOUR FREE WEALTH CONSULTATION with Wealthion's endorsed financial advisors here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.wealthion.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to our YouTube channel: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/channel/UCKMeK-HGHfUFFArZ91rzv5A?sub_confirmation=1⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow us on Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/Wealthion-109680281218040⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ****************************** IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as official investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.

Michael Kao (@Urbankaoboy) joins Julia La Roche on episode 119 to discuss his macro outlook, why we haven't seen a hard landing yet thanks to the “four horsemen of economic resilience,” and why he's favoring shorter duration assets in this economic environment.  Mike has been in the investment business for 30 years and has experience analyzing and investing in many markets and asset classes, spanning commodities to credit to convertible/capital structure/event arbitrage to distressed debt/equity investing.  Mike began his career in the commodities unit at J. Aron/Goldman Sachs in NYC in the early 90's and traded over 25 different commodity markets and their derivatives. Mike left Goldman to pursue an MBA in Finance at The Wharton School.  After business school, Mike joined Canyon Partners, a credit-oriented hedge fund in Los Angeles, where he went on to become partner and co-founder of the Canyon Arbitrage Fund, which focused on various strategies including convertible and capital structure arbitrage as well as event-driven/risk arbitrage. After 5 years at Canyon, Mike decided to leave Canyon and begin his own investment firm, Akanthos Capital Management, LLC. At Akanthos, Mike ran an opportunistic, value-driven investment strategy that looked for “fulcrum securities” up and down the capital structure.  Mike stopped actively managing external capital in 2019 and now invests primarily for his family office and enjoys blogging about the markets and economy on Substack at urbankaoboy.substack.com and Twitter @UrbanKaoboy.  Mike holds a BS in Electrical Engineering/Computer Science from UC, Berkeley and an MBA in Finance from The Wharton School of the University of Pennsylvania. Links:  https://www.urbankaoboy.com/ https://twitter.com/UrbanKaoboy 0:00 Welcome Michael Kao  0:51 Macro view / The Four Horsemen of economic resilience  7:43 Recessionary outlook in the “vodka-Red bull” economy  11:00 The dollar wrecking ball  15:30 The rest of the world ‘out-doving' the Fed  19:23 Oil outlook  26:27 Portfolio construction, favoring shorter duration  33:00 Thinking about stocks and bonds 35:00 Exit strategies  41:16 Parting thoughts

Tom welcomes back Michael Kao, former hedge fund manager and commodities trader to discuss the FOMC meeting and its impact on the market. Michael shares his thoughts on why the Fed chose to not hike rates this month, despite the stimulants passed by the government to counteract their depressant measures. He believes that the Fed will continue to stay higher for longer, favoring cash flow over terminal value plays, due to four factors unique to the US economy. However, this could lead to wage inflation and a potential wage-price spiral. Michael also expresses concern that the Fed's actions are creating a "recency bias" in the market, leading to overvalued risk assets. He also discusses the changing environment for equity multiples and the impact of China's labor force entering the market. The conversation then shifts to the role of gold as a hedge against inflation, deflation, and geopolitical uncertainties. They also talk about the potential for a resurgence of the US dollar and its impact on central banks and gold. Michael and the interviewer then dive into the macroeconomic issues concerning Japan and China, particularly their demographic changes and the potential consequences for their economies. They also discuss the balance sheet recession in Japan and the need for a coordinated effort in China to find a solution. Lastly they conclude with a discussion on the long-term structural issues facing China and the potential for high inflation for the next 15 years. Time Stamp References:0:00 - Introduction1:00 - FOMC Meeting Thoughts7:05 - Wage Inflation Spiral12:23 - Faith in the Fed?14:16 - Q.E. & Risk Assets18:16 - Long Curve Concerns20:34 - Oil & OPEC Cuts22:30 - Dollar Wrecking Ball26:45 - Energy & Europe32:50 - Japan's Bond Market36:33 - B.O.B. Rally & Gold41:20 - Golden Opinions48:06 - Sovereign End-Game55:58 - Outlook for Japan1:01:24 - Demographics & China1:04:03 - China's Big Problem1:05:06 - Concluding Thoughts Talking Points From This Episode The economic resilience of the US, and how the Fed is staying higher for longer in favour of cash flow. The risk of wages causing wage-price spirals and the danger of the Fed delaying responding to this inflationary pressure. The large global economies of Japan and China's demographic changes and their economic challenges. Guest Links:Website/Substack: https://www.urbankaoboy.com/aboutTwitter: https://twitter.com/@UrbanKaoboyArticle: https://www.urbankaoboy.com/p/re-inflationusd-the-four-horsemen Michael Kao is a seasoned investor and retired portfolio manager with 25 years of experience in commodities trading and hedge fund management. He has a lifelong passion for the markets and a keen interest in geopolitics, which has lead him to manage his own investments and publish his views on his SubStack Website – Kaoboy Musings. Known for his out of consensus calls that often wind up becoming consensus later on, Michael Kao strives to cut through the noise in his musings by introducing mental models from other disciplines and injecting ideas from eclectic topics. He aims to educate, encourage out-of-the-box thinking, elevate above the noise and entertain.

In his statement after the Federal Reserve’s rate-setting meeting yesterday, Chair Jerome Powell said, basically, that a too-resilient economy could put inflation-cooling measures at risk. But isn’t resilience a good thing? In this episode, economists get into what the Fed chief’s comment means and whether it’s a sign of more interest rate hikes to come. Plus, pharmacists walk out of their jobs, citing burnout and understaffing, and California consumers have issues with electric vehicles.

In his statement after the Federal Reserve’s rate-setting meeting yesterday, Chair Jerome Powell said, basically, that a too-resilient economy could put inflation-cooling measures at risk. But isn’t resilience a good thing? In this episode, economists get into what the Fed chief’s comment means and whether it’s a sign of more interest rate hikes to come. Plus, pharmacists walk out of their jobs, citing burnout and understaffing, and California consumers have issues with electric vehicles.

The debt limit is the big economic news story of the day, but yes, you *still need to keep an eye on inflation. The personal consumption expenditures price index, a measure of consumer spending, ticked up last month. That’s bad news if you were hoping interest rates, the tool the Federal Reserve uses to fight inflation, might come down soon. And, some musing on the nature of consequences: Three members of the far-right militia known as the Oath Keepers were recently sentenced to prison for their part in the Jan. 6 attack on the Capitol. Plus, we’ll play a round of Half Full/Half Empty! Here’s everything we talked about today: “Sedition Sentence for Oath Keepers' Stewart Rhodes Marks Moment of Accountability” from The New York Times “Jessica Watkins: Oath Keepers member and Army veteran sentenced to 8.5 years in prison for January 6” from CNN Politics “US Inflation (PCE), Consumer Spending Pick Up in Sign of Economic Resilience” from Bloomberg “The Fed’s favorite inflation gauge just heated up — and that could mean another rate hike” from CNN “Atlanta Fed CEO on the debt limit debacle and curbing inflation” from Marketplace “Band-Aid is the most trusted brand in the US, beating out Amazon and Visa” from Business Insider “Netflix's password-sharing crackdown is here — and it costs $7.99 per month” from The Verge “The Restaurant QR-Code Menu Is Being Shown the Door” from The New York Times “The steel sector is carbon-intensive. “Green steel” could be a game changer.” from Marketplace “Admit it — you miss socializing at the office” from Marketplace It’s the last day of our May fundraiser. Help us reach our goal and keep our newsroom running. Give now. Join us in Seattle for a special live taping of “Make Me Smart” on June 9. You can find ticket information here.

The debt limit is the big economic news story of the day, but yes, you *still need to keep an eye on inflation. The personal consumption expenditures price index, a measure of consumer spending, ticked up last month. That’s bad news if you were hoping interest rates, the tool the Federal Reserve uses to fight inflation, might come down soon. And, some musing on the nature of consequences: Three members of the far-right militia known as the Oath Keepers were recently sentenced to prison for their part in the Jan. 6 attack on the Capitol. Plus, we’ll play a round of Half Full/Half Empty! Here’s everything we talked about today: “Sedition Sentence for Oath Keepers' Stewart Rhodes Marks Moment of Accountability” from The New York Times “Jessica Watkins: Oath Keepers member and Army veteran sentenced to 8.5 years in prison for January 6” from CNN Politics “US Inflation (PCE), Consumer Spending Pick Up in Sign of Economic Resilience” from Bloomberg “The Fed’s favorite inflation gauge just heated up — and that could mean another rate hike” from CNN “Atlanta Fed CEO on the debt limit debacle and curbing inflation” from Marketplace “Band-Aid is the most trusted brand in the US, beating out Amazon and Visa” from Business Insider “Netflix's password-sharing crackdown is here — and it costs $7.99 per month” from The Verge “The Restaurant QR-Code Menu Is Being Shown the Door” from The New York Times “The steel sector is carbon-intensive. “Green steel” could be a game changer.” from Marketplace “Admit it — you miss socializing at the office” from Marketplace It’s the last day of our May fundraiser. Help us reach our goal and keep our newsroom running. Give now. Join us in Seattle for a special live taping of “Make Me Smart” on June 9. You can find ticket information here.

Liz Hoffman,  Business and Finance Editor at Semafor and author of Crash Landing: The Inside Story of How the World's Biggest Companies Survived an Economy on the Brink, joins The Realignment to discuss the tradeoffs between economic efficiency and resilience, why the roots of the COVID crash lay in the splitscreen performance of the American economy in the 2010s (stock market highs for top, stagnation for the bottom), which companies and industries won the post-COVID economic moment, and how the overwhelming governmental response in 2020 indicates a changed approach to future crashes.Subscribe to The Realignment to access our exclusive Q&A episodes and support the show: https://realignment.supercast.com/.REALIGNMENT NEWSLETTER: https://therealignment.substack.com/PURCHASE BOOKS AT OUR BOOKSHOP: https://bookshop.org/shop/therealignmentEmail us at: realignmentpod@gmail.com