Podcasts about economic slowdown

Adam and Cameron discuss the current status of Russia's war in Ukraine and how both countries are faring economically four years into the conflict. Also on the show: What can the British Labour Party learn from other center-left governments? Learn more about your ad choices. Visit megaphone.fm/adchoices

Last week, Bank of England (BoE) Governor Andrew Bailey warned that insurers and pension funds have become dangerously intertwined with the private credit market. This concern follows a major hit to the financial sector earlier this year. While the Middle East conflict continues to drive energy prices higher, the Monetary Policy Committee (MPC) expects an economic slowdown. Geopolitical uncertainty has fuelled worries about rising food prices and energy bills, which impact roughly 80% of people. Consequently, officials are likely to discount upcoming growth figures as seasonal strength fades, preferring to monitor long-term stability rather than reacting solely to temporary economic growth data points....Stocks featured:Endeavour Mining, JD Sports Fashion and RELXTo 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.

PREVIEW for Later Today: High Gas Prices Slow Pennsylvania's Local Economy. Guest: Jim McTague. In Lancaster County, soaring gasoline prices near $5.00 have caused a dramatic drop in foot traffic. McTague observes that this economic slowdown is currently impacting a wide variety of local industries.1912 ALLENTOWN PA

We talk to Dana Lewis and Mario Volpi about Dubai's property market entering a pause phase as UAE business activity slows to near four-year lows. Travel advisories, reduced flights, and mobility disruptions are affecting relocations and cross-border movement.  You can have your say by leaving a voice message ►  https://www.speakpipe.com/realestateradio ► Website: https://aussierealestatepodcast.lovable.app ► Subscribe here to never miss an episode: https://www.podbean.com/user-xyelbri7gupo ► INSTAGRAM: https://www.instagram.com/therealestatepodcast/?hl=en  ► Facebook: https://www.facebook.com/profile.php?id=100070592715418 ► Email:  myrealestatepodcast@gmail.com  The latest real estate news, trends and predictions for Brisbane, Adelaide, Canberra, Gold Coast, Sydney, Melbourne and Perth. Gold Coast Real Estate, Adelaide Property Market, Luxury Real Estate Australia, Property Investment Podcast, Real Estate Trends 2026, Median Price Growth. We include home buying tips, commercial real estate, property market analysis and real estate investment strategies. Including real estate trends, finance and real estate agents and brokers. Plus real estate law and regulations, and real estate development insights. And real estate investing for first home buyers, real estate market reports and real estate negotiation skills. We include Hobart, Darwin, Hervey Bay, the Sunshine Coast, Newcastle, Central Coast, Wollongong, Geelong, Townsville, Cairns, Ballarat, Bendigo, Launceston, Mackay, Rockhampton, Coffs Harbour. #PropertyInvestment #RealEstateInvesting #FirstTimeInvestor #PropertyManagement #RentalYields #CapitalGrowth #RealEstateFinance #InvestorAdvice #PropertyPortfolio #RealEstateStrategies  #sydneyproperty #Melbourneproperty #brisbaneproperty #perthproperty  #adelaideproperty #canberraproperty #PerthRealEstate #hobartproperty  #RealEstate  #RealEstateNews #MortgageTips #PropertyMarket #FinanceAustralia #BrisbaneInvesting   #RealEstateDevelopment #adelaide #PerthRealEstate #FirstHomeBuyer #AustralianProperty #AustralianRealEstate #PropertyMarketUpdate #MortgageAustralia #FinanceTips #HousingAffordability #RealEstateTrends #AussieProperty  #MortgageRates #HomeLoans  #PropertyMarket #MortgageTips #InterestRates  #BrisbaneProperty #QLDRealEstate #PropertyInvestment #AustralianHousingMarket #AdelaideProperty #AdelaideRealEstate #InvestInAdelaide #SouthAustraliaProperty #AustralianRealEstate #HousingTrends#MelbourneHousing #MelbourneInvestment  #MelbourneMarket  #PropertyInvestment #RealEstateTips #WealthBuilding #InvestmentStrategy #HomeBuying #AustralianProperty  

2026-04-16 | UPDATES #174 | Putin's wrecked economy – the grandfather in the Kremlin and the elite who want him gone. Yesterday, in a Kremlin meeting room, Vladimir Putin looked across a table at his own ministers and Central Bank chief Elvira Nabiullina — and demanded that they explain to him, in plain Russian, why the economy he built, the war machine he fuelled, the "fortress" he promised, is cracking under his feet. Maybe he is not recognising the full extent of the problem – maybe he is not being told the full extent of the problem – but he is starting to acknowledge that there is a problem. The source of the problem is of course his disastrous war, his kleptocratic regime, global ambitions – but none of these will be admitted to. ----------SUPPORT THE CHANNEL:https://www.buymeacoffee.com/siliconcurtainhttps://www.patreon.com/siliconcurtainhttps://www.gofundme.com/f/scaling-up-campaign-to-fight-authoritarian-disinformation----------A REQUEST FOR HELP!I'm heading back to Kyiv next month, to film, do research and conduct interviews. The logistics and need for equipment and clothing are a little higher than for my previous trips. It will be cold, and may be dark also. If you can, please assist to ensure I can make this trip a success. My commitment to the audience of the channel, will be to bring back compelling interviews conducted in Ukraine, and to use the experience to improve the quality of the channel, it's insights and impact. Let Ukraine and democracy prevail! https://buymeacoffee.com/siliconcurtain/extrashttps://www.patreon.com/siliconcurtainhttps://www.gofundme.com/f/scaling-up-campaign-to-fight-authoritarian-disinformationNONE OF THIS CAN HAPPEN WITHOUT YOU!So what's next? We're going to Kyiv in April 2026 to film on the ground, and will record interviews with some huge guests. We'll be creating opportunities for new interviews, and to connect you with the reality of a European city under escalating winter attack, from an imperialist, genocidal power. PLEASE HELP ME ME TO GROW SILICON CURTAINWe are planning our events for 2026, and to do more and have a greater impact. After achieving more than 12 events in 2025, we will aim to double that! 24 events and interviews on the ground in Ukraine, to push back against weaponized information, toxic propaganda and corrosive disinformation. Please help us make it happen!----------SOURCES: The Moscow Times — "Putin Demands Answers as Russia's Economy Undershoots Expectations" (April 15, 2026) Bloomberg — "Putin Orders Officials to Explain Russia's Economic Slowdown as GDP Falls" (April 15, 2026)Meduza — "Putin says Russia's GDP contraction in first 2 months of year is due to seasonal factors" (April 15, 2026) Xinhua / Free Malaysia Today — "Putin sounds alarm over Russia's slowing economy" (April 15, 2026) EADaily / Bloomberg report — "In Russia, they decided not to jam Telegram because of the fall in Putin's rating" (April 14, 2026) The Moscow Times — "Russia's Civilian Industry Downturn Accelerated in Early 2026" (March 30, 2026) Euromaidan Press — "Moscow booms as Russia's provinces collapse under war costs" (January 13, 2026) UNITED24 Media — "Why Major Russian Factories Are Shifting to Three-Day Workweeks" (April 2026)NV (New Voice of Ukraine) — "Russia's GDP shrinks 1.8% as 22 industries slide into decline" (April 2026) RBC Ukraine — "Crisis deepens in Russia's auto sector as KAMAZ trims workweek and AvtoVAZ shuts down line" (April 2026) The Moscow Times — "Russia's Rusal to Shutter Major Silicon Plant as Industry Cuts Deepen" (November 17, 2025) Militarnyi — "Russian Tank-Building Uralvagonzavod Announced Large-Scale Layoffs" (November 7, 2025) World Socialist Web Site — "Russia: Mass layoffs, strikes amid expanding war" (March 30, 2026) ----------

Jim McTague reports that a hotter-than-expected PPI report signals rising costs, leading "gun-shy" consumers to stretch paychecks and avoid impulse buys at supermarkets during a broad economic slowdown. 5.1912 COSL BRESKERS

Weakness in the labor market and sticky inflation are more important than headline numbers, argues Dana Peterson. She talks about data from the Conference Board signaling an economic slowdown in fourth quarter of last year and the industries it affects the most. Tariff tensions are another factor in the slowdown, says Dana, but makes the case that a strong American consumer will hold the economy up. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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

On January 7, 2026, Renée Good, a 37-year-old American citizen, was fatally shot in Minneapolis, Minnesota, by United States Immigration and Customs Enforcement (ICE) agent Jonathan Ross as local residents mobilized to protect community residents from being kidnapped. Reed Dunlea of the NY Immigration Coalition visited the Minneapolis area last week and gives an update on local organizing efforts and the call for an Economic Slowdown on January 23. With Mark Dunlea for Hudson Mohawk Magazine.

ECONOMIC SLOWDOWN INDICATORS AND SECRECY AT THE WHITE HOUSE Colleague Jim McTague, Former Washington Editor of Barron's. Jim McTague observes unusually light traffic and retail activity in Washington, D.C. and Lancaster, signaling a potential economic slowdown. He notes blocked views of White House construction and predicts a recession driven by rising state taxes and the depletion of pandemic-era stimulus funds for local governments. NUMBER 161835

  ECONOMIC SLOWDOWN AND CONSUMER SPENDING Colleague Gene Marks, The Guardian. Gene Marksreports on a US economic slowdown, citing contracting architectural billings and falling hotel occupancy. He notes that while the wealthy continue spending, the middle class is cutting back on dining out. Marks attributes inflation to government money circulation and discusses proposals for mandated retirement contributions. NUMBER 15

CALIFORNIA JOB LOSSES AND CHINA'S ECONOMIC SLOWDOWN AMID RETAIL SEASON Colleague Chris Riegel. California's new wage mandates have triggered significant job losses in the fast-food sector, forcing operators to move to lower-tax states. Internationally, while China boasts of leads in AI and EVs, these sectors rely on unsustainable subsidies, masking a deep consumer recession and deflation in the property market. NUMBER 3 1848 SAN DIEGO

Un nouveau point de conjoncture confirme le ralentissement économique en France et aux États-Unis. La faible croissance, couplée à un budget d'austérité, fait craindre une dégradation de l'emploi.Traduction: A new economic report confirms a sharp slowdown in both France and the United States. Low growth, combined with an austerity budget, raises fears of further job market deterioration. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal's AI avatar, Palvatar. ⬜ In today's update, Palvatar breaks down a packed macro week featuring major central bank decisions from the ECB, BoJ, and BoE, alongside key U.S. data including non-farm payrolls, retail sales, and CPI. Global equities show mixed signals as Europe rebounds, Asia struggles with China's slowing economy, and Wall Street stabilizes. Meanwhile, crypto markets dip despite continued institutional adoption and regulatory developments.

In this episode of China Decode, hosts Alice Han and James Kynge dig into China's economic slowdown—what's driving the decline in investment, why the AI boom isn't delivering a broader lift, and how the downturn could ripple across global markets and Beijing's foreign ambitions. Then, as COP30 wraps up in Brazil, they break down whether China is emerging as a climate leader or doubling down as the world's biggest emitter. And finally, a rare look inside China's vast gig economy: the former Beijing deliveryman whose bestselling memoir pulled back the curtain on the lives of 200 million workers.  Learn more about your ad choices. Visit podcastchoices.com/adchoices

SHOW 11-11-25 CBS EYE ON THE WORLD WITH JOHN BATCHELOR 1933 VON PAPPEN IN BERLIN THE SHOW BEGINS IN THE DOUBTS ABOUT THE BBO CONTNUING INTACT. FIRST HOUR 9-915 Economic Slowdown Fears Amid AI Impact and the BBC Scandal. Liz Peek characterizes the US economy as slowing down, with hiring affected by government layoffs and the displacement of tech jobs due to AI adoption. While the consumer remains robust, significant anxiety exists regarding the massive investments in AI and resulting stock market valuations. Peek comments on the BBC scandal, viewing the resignations as acknowledgment that the state-run outlet deliberately spliced footage to portray the US President as exhorting violence, revealing a deep, unfavorable political bias against conservatives. 915-930 Economic Slowdown Fears Amid AI Impact and the BBC Scandal. Liz Peek characterizes the US economy as slowing down, with hiring affected by government layoffs and the displacement of tech jobs due to AI adoption. While the consumer remains robust, significant anxiety exists regarding the massive investments in AI and resulting stock market valuations. Peek comments on the BBC scandal, viewing the resignations as acknowledgment that the state-run outlet deliberately spliced footage to portray the US President as exhorting violence, revealing a deep, unfavorable political bias against conservatives. 930-945 Middle East War Dynamics: Hamas Decimation, Peace Plans, and Hezbollah Rearmament. Jonathan Schanzer addresses the BBC's acknowledgment of breaching editorial guidelines over 1,500 times during the Gaza conflict. He confirms that Hamas has been decimated, operating as a spent, asymmetric urban force. Schanzer details the Trump administration's "Board of Peace" proposal for Gaza, stressing the need for a technocratic authority that excludes both Hamas and the Palestinian Authority. He also highlights troubling reports that Hezbollah is rearming with increasing speed, assisted by Iran and, surprisingly, Turkey. 945-1000 Middle East War Dynamics: Hamas Decimation, Peace Plans, and Hezbollah Rearmament. Jonathan Schanzer addresses the BBC's acknowledgment of breaching editorial guidelines over 1,500 times during the Gaza conflict. He confirms that Hamas has been decimated, operating as a spent, asymmetric urban force. Schanzer details the Trump administration's "Board of Peace" proposal for Gaza, stressing the need for a technocratic authority that excludes both Hamas and the Palestinian Authority. He also highlights troubling reports that Hezbollah is rearming with increasing speed, assisted by Iran and, surprisingly, Turkey. SECOND HOUR 10-1015 Staffing Challenges and Political Bias: The Gaza Peace Plan and the BBC. Mary Kissel details the challenges facing the State Department and NSC in implementing the Trump administration's urgent Gaza Peace Plan, noting staffing issues are delaying coordination. The plan, featuring an apolitical "Board of Peace," seeks international legitimacy despite the UN's prejudice against Israel. Kissel expresses little surprise regarding the BBC scandal, viewing the deliberate distortion of the President's video remarks as appalling and emblematic of an "embedded bias" against conservatives that is deep and unfixable. 1015-1030 Staffing Challenges and Political Bias: The Gaza Peace Plan and the BBC. Mary Kissel details the challenges facing the State Department and NSC in implementing the Trump administration's urgent Gaza Peace Plan, noting staffing issues are delaying coordination. The plan, featuring an apolitical "Board of Peace," seeks international legitimacy despite the UN's prejudice against Israel. Kissel expresses little surprise regarding the BBC scandal, viewing the deliberate distortion of the President's video remarks as appalling and emblematic of an "embedded bias" against conservatives that is deep and unfixable. 1030-1045 The Rise of the AfD and the Threat to German Democracy. Judy Dempsey discusses the rise of the far-right Alternative for Germany (AfD) party, noting it is infiltrating German culture, education, and town halls, predominantly in the East. She warns that the AfD poses a danger to German democracy and the rule of law. The future hinges on whether established parties can isolate the AfD or if the Constitutional Court will intervene to outlaw the party. Dempsey also notes that the BBC scandal involves the highly scrutinized domestic service, distinct from the generally "exemplary" BBC World Service. 1045-1100 The Rise of the AfD and the Threat to German Democracy. Judy Dempsey discusses the rise of the far-right Alternative for Germany (AfD) party, noting it is infiltrating German culture, education, and town halls, predominantly in the East. She warns that the AfD poses a danger to German democracy and the rule of law. The future hinges on whether established parties can isolate the AfD or if the Constitutional Court will intervene to outlaw the party. Dempsey also notes that the BBC scandal involves the highly scrutinized domestic service, distinct from the generally "exemplary" BBC World Service. THIRD HOUR 1100-1115 Rare Earths, Global Conflicts, and Reimagining Democracy. Gregory Copley analyzes China's rare earth monopoly, noting it was achieved through low pricing and unsafe practices but is now eroding as global suppliers ramp up production. He reviews current global conflicts, viewing the deployment of the USS Gerald R. Ford battle group near Venezuela as a test of brinkmanship, and citing Kyiv's admission of losses in Ukraine. Copley also argues that democracy is "dead," advocating for a return to defining the spirit of a social contract rather than relying on mutable laws. 1115-1130 Rare Earths, Global Conflicts, and Reimagining Democracy. Gregory Copley analyzes China's rare earth monopoly, noting it was achieved through low pricing and unsafe practices but is now eroding as global suppliers ramp up production. He reviews current global conflicts, viewing the deployment of the USS Gerald R. Ford battle group near Venezuela as a test of brinkmanship, and citing Kyiv's admission of losses in Ukraine. Copley also argues that democracy is "dead," advocating for a return to defining the spirit of a social contract rather than relying on mutable laws. 1130-1145 Rare Earths, Global Conflicts, and Reimagining Democracy. Gregory Copley analyzes China's rare earth monopoly, noting it was achieved through low pricing and unsafe practices but is now eroding as global suppliers ramp up production. He reviews current global conflicts, viewing the deployment of the USS Gerald R. Ford battle group near Venezuela as a test of brinkmanship, and citing Kyiv's admission of losses in Ukraine. Copley also argues that democracy is "dead," advocating for a return to defining the spirit of a social contract rather than relying on mutable laws. 1145-1200 Rare Earths, Global Conflicts, and Reimagining Democracy. Gregory Copley analyzes China's rare earth monopoly, noting it was achieved through low pricing and unsafe practices but is now eroding as global suppliers ramp up production. He reviews current global conflicts, viewing the deployment of the USS Gerald R. Ford battle group near Venezuela as a test of brinkmanship, and citing Kyiv's admission of losses in Ukraine. Copley also argues that democracy is "dead," advocating for a return to defining the spirit of a social contract rather than relying on mutable laws. FOURTH HOUR 12-1215 Conservative Politics and Extremism; The Structural Problems of the BBC. Joseph Sternberg argues that mainstream conservatives must accommodate legitimate right-wing concerns (like immigration) to squeeze out extremists, referencing the German CDU/CSU's successful historical tactic against neo-Nazis. He analyzes the widespread BBC scandal, noting its huge cultural influence in the UK, where it is funded by a mandatory license fee. The deliberate editing of the US President's remarks and allegations of tendentious coverage of the Israel/Gaza war point to a deep, structural problem within the organization. 1215-1230 Conservative Politics and Extremism; The Structural Problems of the BBC. Joseph Sternberg argues that mainstream conservatives must accommodate legitimate right-wing concerns (like immigration) to squeeze out extremists, referencing the German CDU/CSU's successful historical tactic against neo-Nazis. He analyzes the widespread BBC scandal, noting its huge cultural influence in the UK, where it is funded by a mandatory license fee. The deliberate editing of the US President's remarks and allegations of tendentious coverage of the Israel/Gaza war point to a deep, structural problem within the organization. 1230-1245 The UN Cybercrime Treaty: A Tool for Digital Authoritarianism. Ivana Stradner warns that the UN cybercrime treaty, drafted by Russia and supported by China, undermines global human rights and free speech. She argues the treaty is mere "window dressing" enabling authoritarian regimes to pursue digital sovereignty—like Russia's "fake news" laws or China's "golden shield" project—to censor dissent. Stradner suggests that allowing Russia and China to regulate cyberspace is comparable to trusting the arsonist to put out the fire, urging the United States not to ratify the treaty. 1245-100 AM The Modern Marine Corps: MEUs, Amphibious Ship Shortages, and the Role in East Asia. Colonel Grant Newsham discusses the Marine Corps, celebrating its 250th birthday and historic legacy at Belleau Wood. Newsham describes the Marine Expeditionary Unit (MEU) as a flexible force of about 2,000 Marines aboard amphibious ships, capable of missions from humanitarian aid to combat. A critical challenge is the Navy's low prioritization of amphibious ships, leading to a deployment shortage. In East Asia, Marines are expected to seize key terrain and use long-range precision weapons to control maritime territory, though prioritizing missile units has reduced overall mission versatility.

Economic Slowdown Fears Amid AI Impact and the BBC Scandal. Liz Peek characterizes the US economy as slowing down, with hiring affected by government layoffs and the displacement of tech jobs due to AI adoption. While the consumer remains robust, significant anxiety exists regarding the massive investments in AI and resulting stock market valuations. Peek comments on the BBC scandal, viewing the resignations as acknowledgment that the state-run outlet deliberately spliced footage to portray the US President as exhorting violence, revealing a deep, unfavorable political bias against conservatives. 1930

Economic Slowdown Fears Amid AI Impact and the BBC Scandal. Liz Peek characterizes the US economy as slowing down, with hiring affected by government layoffs and the displacement of tech jobs due to AI adoption. While the consumer remains robust, significant anxiety exists regarding the massive investments in AI and resulting stock market valuations. Peek comments on the BBC scandal, viewing the resignations as acknowledgment that the state-run outlet deliberately spliced footage to portray the US President as exhorting violence, revealing a deep, unfavorable political bias against conservatives.

Economic Slowdown and Election Observations in Indiana and Pennsylvania. Jim McTague identifies signs of an economic slowdown affecting people beyond the lowest economic rung. Restaurant business in Indiana is down 3 to 5%, and expensive home renovations have "dried up." Costco shoppers are exhibiting extreme caution, buying essentials with little impulse spending. In Lancaster County, Pennsylvania, a large turnout resulted in Democratic victories, suggesting voter reaction against local Republicans perceived as "Trumpists." Anticipated layoffs at Amazon and Walmart are expected to impact local employment.

While many investors will watch the big earnings this week from names like Tesla (TSLA) and Netflix (NFLX), Kevin Green points to other companies you'll want to watch. He highlights Coca-Cola (KO) and Zions Bancorporation (ZION) for signals of consumer health and confidence, along with Lockheed Martin (LMT) for a better sense of defense spending's outlook. As crude oil prices continue to plummet, Kevin explains how it can flash warnings signs of an economic slowdown even as natural gas prices soar.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Investors are watching interest rates closely, hoping for cheaper financing … but low rates aren't just about borrowing costs.  They're a key barometer of both the currency and the overall economy, and changes can ripple across markets in ways that matter. Understanding that correlation is important for anyone invested in real estate. To make sense of it all, we turn to our good friend George Gammon, a prolific real estate investor and entrepreneur with a passion for studying and teaching macroeconomics. He shares his latest predictions on where interest rates may be headed, the real threats in today's slowdown, and why “cheap money” often comes with hidden costs. Listen in for a wide-angle discussion to help you spot opportunities, avoid surprises, and position yourself ahead of the next big shift. Since 1997, The Real Estate Guys™ radio show features real estate investing ideas, strategies, interviews, and all kinds of valuable resources.  Visit the Special Reports Library under Resources at RealEstateGuysRadio.com 

SHOW SCHEDULE 10-15--25 CBS EYE ON THE WORLD WITH JOHN BATCHELOR 1964 ATLANTIC CITYCONVENTION HALL THE SHOW BEGINS IN THE DOUBTS ABOUT CONGRESS.... 10-15--25 FIRST HOUR 9-915 HEADLINE: Obamacare Subsidies Trigger Government Shutdown Debate GUEST NAME: Michael Toth SUMMARY: Michael Toth explains that the current government shutdown debate centers on extending two expensive Biden-era Obamacare subsidies. These changes allow individuals earning over 400% of the federal poverty line to receive subsidies and provide 100% coverage for the near-poor. The original Obamacare cross-subsidy structure failed because young, healthy individuals found premiums too high. Toth advocates deregulation, such as allowing insurance companies to charge lower, risk-adjusted rates and enabling single business owners to use Professional Employer Organizations (PEOs) for cheaper coverage. 915-930 HEADLINE: Obamacare Subsidies Trigger Government Shutdown Debate GUEST NAME: Michael Toth SUMMARY: Michael Toth explains that the current government shutdown debate centers on extending two expensive Biden-era Obamacare subsidies. These changes allow individuals earning over 400% of the federal poverty line to receive subsidies and provide 100% coverage for the near-poor. The original Obamacare cross-subsidy structure failed because young, healthy individuals found premiums too high. Toth advocates deregulation, such as allowing insurance companies to charge lower, risk-adjusted rates and enabling single business owners to use Professional Employer Organizations (PEOs) for cheaper coverage. 930-945 HEADLINE: Hamas, Hostages, and Middle East Turmoil: Challenges to the Trump Ceasefire Plan GUEST NAME:Jonathan Schanzer SUMMARY: Jonathan Schanzer discusses complications in the Trump ceasefire plan, including Hamas delaying the return of deceased hostages to maintain leverage. The released prisoners, including potential Hamas leaders, raise concerns about where the organization's center of gravity will shift if they are deported to places like Turkey or Qatar. Schanzer views Turkey, an autocratic supporter of Hamas, as a problematic guarantor of the ceasefire. Internationally, Iran continues its nuclear program despite snapback sanctions, and al-Sharaa is meeting with Putin regarding Russian assets in Syria. 945-1000 HEADLINE: Hamas, Hostages, and Middle East Turmoil: Challenges to the Trump Ceasefire Plan GUEST NAME:Jonathan Schanzer SUMMARY: Jonathan Schanzer discusses complications in the Trump ceasefire plan, including Hamas delaying the return of deceased hostages to maintain leverage. The released prisoners, including potential Hamas leaders, raise concerns about where the organization's center of gravity will shift if they are deported to places like Turkey or Qatar. Schanzer views Turkey, an autocratic supporter of Hamas, as a problematic guarantor of the ceasefire. Internationally, Iran continues its nuclear program despite snapback sanctions, and al-Sharaa is meeting with Putin regarding Russian assets in Syria. SECOND HOUR 10-1015 HEADLINE: China's Predicament in the Middle East and Domestic Economic Instability GUEST NAME: General Blaine Holt SUMMARY: General Blaine Holt analyzes China's strategic challenges, noting Beijing is concerned about losing access to critical oil and gas resources as US leadership advances the Abraham Accords. China's previous regional deals, like the Saudi-Iran agreement, lacked substance compared to US business commitments. Holt suggests internal pressures might lead Iran toward the Accords. Domestically, China faces accelerating deflation and uncertainty regarding Xi Jinping's leadership due to four competing factions before the fourth plenum. 1015-1030 HEADLINE: South Korea's Descent into Authoritarianism and Persecution of Opposition GUEST NAME: Morse Tan SUMMARY: Morse Tan argues that South Korea is moving toward a "rising communist dictatorship" that oppresses political and religious figures. The indictment of the Unification Church leader and the targeting of the rightful President Yoon exemplify this trend. This persecution serves as an intimidation campaign, demonstrating the regime's disregard for the populace. Tan recommends the US implement active measures, including sanctions relating to a coup d'état and visa sanctions, while also pressing for greater military cooperation. 1030-1045 HEADLINE: Russian War Economy Stalls as Oil Prices Decline and Sanctions Bite GUEST NAME: Michael Bernstam SUMMARY: Michael Bernstam reports that the Russian economy is struggling as global oil prices decline and sanctions increase transportation costs, leading to a $13 to $14 per barrel discount on Russian oil. The "military Keynesianism" economy is exhausted, resulting in staff cuts across industrial sectors. Forecasts indicate contraction in late 2025 and 2026, with the IMF lowering its growth projection for 2025 to 0.6%. Russia is avoiding sanctions by routing payments through neighbors like Kyrgyzstan, who have become major financial hubs. 1045-1100 HEADLINE: Lessons from the Swiss National Bank: Risk-Taking, Exchange Rates, and Fiscal Responsibility GUEST NAME: John Cochrane SUMMARY: Economist John Cochrane analyzes the Swiss National Bank (SNB), noting it differs greatly from the US Federal Reserve by investing heavily in foreign stocks and bonds to manage the Swiss franc's exchange rate. The SNB's massive balance sheet carries risks accepted by Swiss taxpayers and the Cantons. Switzerland, being fiscally responsible (running no budget deficits), finds central banking easier. Cochrane advises that the US Fed should not be buying stocks or venturing into fiscal policy. THIRD HOUR 1100-1115 HEADLINE: China Retaliates Against Dutch Chipmaker Seizure Amid European Fragmentation GUEST NAME:Theresa Fallon SUMMARY: Theresa Fallon discusses China imposing export controls on Nexperia after the Dutch government seized control of the chipmaker, which was owned by China's Wingtech. The Dutch acted due to fears the Chinese owner would strip the technology and equipment, despite Nexperia producing low-quality chips for cars. Fallon notes Europe needs a better chip policy but struggles to speak with one voice, as fragmented policy allows China to drive wedges and weaken the EU. 1115-1130 HEADLINE: China's Economic Slowdown, Deflation, and the Spectre of Japanification GUEST NAME: Andrew Collier SUMMARY: Andrew Collier discusses China's economic woes, characterized by persistent deflation, with the CPI down 0.3% (6 out of 9 months in the red) and the PPI down for 36 straight months. This environment raises concerns about "Japanification"—a multi-decade slowdown after a property crash. Major structural changes to stimulate consumer consumption are unlikely at the upcoming Communist Party plenum, as the system favors state investment. The property market collapse means foreign investment is leaving, and Collier suggests the economy may not bottom until 2027 or 2028. 1130-1145 HEADLINE: SpaceX Starship Success, Private Space Dominance, and Government Inaction GUEST NAME: Bob Zimmerman SUMMARY: Bob Zimmerman describes SpaceX's Starship Super Heavy 11th test flight as "remarkable," highlighting successful booster reuse and controlled re-entry despite missing tiles. He asserts that private enterprise, like SpaceX, runs the "real American space program" aimed at Mars colonization, outpacing government efforts. In contrast, European projects like Callisto, proposed in 2015, demonstrate government "inaction." JPL is also laying off staff following the cancellation of the Mars sample return project, forcing organizations like Lowell Observatory to seek private funding. 1145-1200 HEADLINE: SpaceX Starship Success, Private Space Dominance, and Government Inaction GUEST NAME: Bob Zimmerman SUMMARY: Bob Zimmerman describes SpaceX's Starship Super Heavy 11th test flight as "remarkable," highlighting successful booster reuse and controlled re-entry despite missing tiles. He asserts that private enterprise, like SpaceX, runs the "real American space program" aimed at Mars colonization, outpacing government efforts. In contrast, European projects like Callisto, proposed in 2015, demonstrate government "inaction." JPL is also laying off staff following the cancellation of the Mars sample return project, forcing organizations like Lowell Observatory to seek private funding. FOURTH HOUR 12-1215 HEADLINE: Commodity Market Trends and UK's Lack of Risk Appetite for AI Innovation GUEST NAME: Simon Constable SUMMARY: Simon Constable notes that data center expansion for AI is increasing prices for copper (up 15%) and steel (up 14%). He points out that the UK lags significantly behind the US in building new AI data centers (170 vs. 5,000+) due to a lack of risk appetite, insufficient wealth, and poor marketing of new ideas. Separately, Constable discusses the collapse of a UK China spying trial because the prior government failed to officially classify China as a national security threat during the alleged offenses. 1215-1230 HEADLINE: Commodity Market Trends and UK's Lack of Risk Appetite for AI Innovation GUEST NAME: Simon Constable SUMMARY: Simon Constable notes that data center expansion for AI is increasing prices for copper (up 15%) and steel (up 14%). He points out that the UK lags significantly behind the US in building new AI data centers (170 vs. 5,000+) due to a lack of risk appetite, insufficient wealth, and poor marketing of new ideas. Separately, Constable discusses the collapse of a UK China spying trial because the prior government failed to officially classify China as a national security threat during the alleged offenses. 1230-1245 HEADLINE: AI Regulation Debate: Premature Laws vs. Emerging Norms GUEST NAME: Kevin Frazier SUMMARY: Kevin Frazier critiques the legislative rush to regulate AI, arguing that developing norms might be more effective than premature laws. He notes that bills like California's AB 1047, which demands factual accuracy, fundamentally misunderstand AI's generative nature. Imposing vague standards, as seen in New York's RAISE Act, risks chilling innovation and preventing widespread benefits, like affordable legal or therapy tools. Frazier emphasizes that AI policy should be grounded in empirical data rather than speculative fears. 1245-100 AM HEADLINE: AI Regulation Debate: Premature Laws vs. Emerging Norms GUEST NAME: Kevin Frazier SUMMARY: Kevin Frazier critiques the legislative rush to regulate AI, arguing that developing norms might be more effective than premature laws. He notes that bills like California's AB 1047, which demands factual accuracy, fundamentally misunderstand AI's generative nature. Imposing vague standards, as seen in New York's RAISE Act, risks chilling innovation and preventing widespread benefits, like affordable legal or therapy tools. Frazier emphasizes that AI policy should be grounded in empirical data rather than speculative fears.

HEADLINE: China's Economic Slowdown, Deflation, and the Spectre of Japanification GUEST NAME: Andrew Collier SUMMARY: Andrew Collier discusses China's economic woes, characterized by persistent deflation, with the CPI down 0.3% (6 out of 9 months in the red) and the PPI down for 36 straight months. This environment raises concerns about "Japanification"—a multi-decade slowdown after a property crash. Major structural changes to stimulate consumer consumption are unlikely at the upcoming Communist Party plenum, as the system favors state investment. The property market collapse means foreign investment is leaving, and Collier suggests the economy may not bottom until 2027 or 2028. 1890 PEKING

PREVIEW China's Economic Slowdown, Deflation, and the Spectre of Japanification. Guest: Andrew Collier. Andrew Collier discusses China's economic woes, characterized by persistent deflation, with the CPI down 0.3% (6 out of 9 months in the red) and the PPI down for 36 straight months. This environment raises concerns about "Japanification"—a multi-decade slowdown after a property crash. Major structural changes to stimulate consumer consumption are unlikely at the upcoming Communist Party plenum, as the system favors state investment. The property market collapse means foreign investment is leaving, and Collier suggests the economy may not bottom until 2027 or 2028. 1950 PEKING

BUSINESS: BSP cuts interest rates again amid economic slowdown, corruption concerns | Oct. 10, 2025Subscribe to The Manila Times Channel - https://tmt.ph/YTSubscribe Visit our website at https://www.manilatimes.net Follow us: Facebook - https://tmt.ph/facebook Instagram - https://tmt.ph/instagram Twitter - https://tmt.ph/twitter DailyMotion - https://tmt.ph/dailymotion Subscribe to our Digital Edition - https://tmt.ph/digital Check out our Podcasts: Spotify - https://tmt.ph/spotify Apple Podcasts - https://tmt.ph/applepodcasts Amazon Music - https://tmt.ph/amazonmusic Deezer: https://tmt.ph/deezer Stitcher: https://tmt.ph/stitcherTune In: https://tmt.ph/tunein#TheManilaTimes#KeepUpWithTheTimes Hosted on Acast. See acast.com/privacy for more information.

Economic Slowdown Evident in Local Consumer Spending and Housing Guest Name: Jim McTague Summary:Despite lower gas prices in Lancaster County, a ripple effect from declining Asian imports is expected. Consumer caution remains high, with "English" shoppers buying essentials and avoiding expensive electronics. Local diners show less vibrancy, suggesting the economy has lost "some spring in its step." High-end real estate sales have also notably "dried up." 1887 CLINTON COUNTY PA

Jim McTague reports from Lancaster County, PA, challenging the narrative of an economic slowdown. He shares examples of busy local businesses like "Phil the painter" who has never been busier. McTague observes a trend of housing price cuts, but notes vibrant local tourism and events. He highlights the significant economic boost from two new data centers, creating 600-1000 construction jobs and 150 permanent positions, bringing the county into the 21st century. 1910 BRADDOCK

PREVIEW: Jim McTague, former Washington editor of Barron's and now a Lancaster novelist, investigates signs of an economic slowdown. Despite national press reports, he hasn't found significant evidence locally. Interviewing "Phil the painter," McTague learned his workload remained consistently busy for five years. While some Lancaster business segments experience moderated foot traffic, potentially seasonal, the only clear slowdown sign McTague observes is in housing, where prices are being cut for the first time since 2021, suggesting a localized or nascent shift. 1913 GETTYSBURGH REUNION.

The Bureau of Labor Statistics says the U.S. job market is much weaker than initially reported. More than 900,000 fewer jobs were added in 2024 and 2025 than previously reported. The BLS issues revisions every year, but this change is the biggest on record and comes after President Trump fired the BLS commissioner after a weak monthly jobs report. Geoff Bennett discussed more with Julia Coronado. PBS News is supported by - https://www.pbs.org/newshour/about/funders. Hosted on Acast. See acast.com/privacy

Jim Welsh, author of “Macro Tides” and the “Weekly Technical Review,” says he thinks the stock market "is reaching an inflection point," saying that the next time the Standard & Poor's 500 makes new records but without support from the highs in the advance-decline line, he will take it as a sign that the stock market is about to roll over.  Welsh says that several momentum indicators suggest a short-term decline could be between 3 and 7%, at which point he expects a bounce-back that lasts only until the economic concerns take hold. Welsh says a rise in layoffs would show that the market has gone from mild slowing to something more active, If job growth slows markedly "and we get to a point where the economy starts to meaningfully slow down, that is going to be the trigger for a much deeper and more prolonged decline." That drop, he says, could fulfill a 17-year cycle which would drop the S&P 500 by thousands of points.  Rob Thummel, senior portfolio manager at Tortoise Capital, says that this is "the best time I have ever seen" in a three-decade career to be investing in energy. Thummel, who manages Tortoise Energy Infrastructure, notes that the U.S. has grown into the largest energy producer and energy exporter in the world; coupled with emerging energy needs caused by the expansion of artificial intelligence, it will drive demand growth "for decades to come." Chuck Carlson, chief executive officer at Horizon Investment Services — which publishes the "Best Dividend and Income Investments" newsletter — brings the proprietary Quadrix system and its multi-factor evaluation process to the Money Life Market Call. Plus Allison Hadley discusses a PartnerCentric.com survey which showed that more than 40% of Americans say they're actively reducing social media use in 2025, with nearly 20 percent having already quit at least one app this year as they try to take more control of their personal lives.

Want to grow your business? Download your free roadmap today: coltivar.com/growth Major moves and market momentum in this week's top financial stories, including: Jobless Claims Signal Cracks in the Labor Market Fed Holds Back on Rate Cuts at Jackson Hole Blackstone Bets on Power Infrastructure Walmart Walks the Tariff Tightrope Housing Market Gives Buyers New Leverage Corporate Hiring Plans Cool FinWeekly has the latest updates on market-shaping headlines and business strategy insights: Jobless claims rose to 235,000 last week, the biggest jump in three months, while continuing claims hit their highest level since 2021. With hiring slowing and tariffs adding pressure, the labor market is starting to show real cracks — and consumers are beginning to feel it. At Jackson Hole, Fed officials struck a cautious tone. Kansas City's Jeffrey Schmid questioned whether current rates are even restrictive enough, signaling that cuts aren't coming until the Fed sees “very definitive data.” For households and businesses, that means borrowing costs are likely to stay higher for longer. Private equity powerhouse Blackstone agreed to buy Shermco, an electrical services firm, for $1.6 billion. It's a bet on the infrastructure behind AI and data centers — a reminder that the real money in tech often lies in the backbone, not the buzz. Walmart delivered strong sales growth but warned of rising costs as tariffs weigh on margins. By absorbing price hikes, it's keeping shoppers across income levels loyal — a case study in how scale and cost discipline drive share gains in a squeezed economy. Housing offered a rare surprise: existing-home sales rose 2% in July as prices cooled and mortgage rates dipped. Buyers are regaining leverage, with more listings, price cuts, and longer days on market opening the door to negotiations. And across corporate America, hiring plans are cooling fast. One in five employers expects to slow headcount growth, with AI and cost discipline reshaping how companies think about labor. For workers, that means fewer openings and longer job searches — and for leaders, a push to do more with less. Tune in for smart commentary, sharp context, and the financial insight you need to lead in a changing world — only on FinWeekly.LinkedIn | YouTube coltivar.com/byfiq

Trillions in investor capital has been locked up in the "T-bill and Chill" trade for several years now.But will the Fed expected to cut rates materially over the next year, that trade is coming to an end.Where should all that capital consider going next?Portfolio manager Michael Lebowitz and I dive into this key question in this video.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#interestrates #federalreserve #bondyields 0:00 - Welcome and Introduction2:09 - Discussion on Speculative Market Trends and Dot-Com Echoes4:00 - Comparison to Meme Stocks and Cathie Wood-Type Tech Stocks5:40 - Historical Context of 1998-2000 Dot-Com Boom7:11 - Analysis of High-Beta vs. Low-Beta Stocks11:50 - Growth vs. Value Performance During Dot-Com Era14:22 - Speculative Mania and Risk Management Strategies18:03 - Importance of Diversification and Active Management19:41 - Growth vs. Value Index and Historical Trends22:01 - Small-Cap vs. Large-Cap and Profitability Trends25:06 - Recent Market Trends and High-Beta Outperformance29:03 - Potential Triggers for High-Beta Stock Correction33:12 - Economic Slowdown as a White Swan Risk38:01 - Critique of BLS Data Reliability43:31 - Need for Real-Time Data and Fed Reform47:51 - Model-Based Fed Policy and Transparency50:21 - Bond Market Dynamics and Yield Curve Strategy56:26 - Positioning for Potential Fed Rate Cuts58:39 - End of T-Bill and Chill Trade Considerations1:02:17 - Closing Remarks and Call to Action1:04:14 - Michael's Advice on Separating Politics from Investing_____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

Join economist Dr. Orphe Divounguy and Chris Krug as they discuss economic news to watch this week on this episode of Everyday Economics! Everyday Economics is an unrehearsed, free-flow discussion of the economic news shaping the day. The thoughts expressed by the hosts are theirs, unedited, and not necessarily the views of their respective organizations. Support this podcast: https://secure.anedot.com/franklin-news-foundation/ce052532-b1e4-41c4-945c-d7ce2f52c38a?source_code=xxxxxx

Nationally syndicated financial columnist and author Terry Savage joins John Williams to talk about the vibe shift happening surrounding the strength of the economy, the uncertainty over tariffs and how they will impact consumers, the softening of the job market, the latest on student loans, and what to know about interest rates and T Bills. Terry also answers […]

Yelena Shulyatyeva weighs in on the latest jobs report, saying the U.S. economy is indeed slowing down, with companies scaling back investment and hiring amid tariff uncertainty. She expects consumers to feel the pinch in back-to-school shopping and during the holidays as labor force participation rates decline. Despite some clarity on tariffs, Shulyatyeva warns that higher prices will hit consumer spending, leading to a significant slowdown in economic activity in the second half of the year, and potentially into 2026.======== 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

Join economist Dr. Orphe Divounguy and Chris Krug as they discuss economic news to look forward to this week on this episode of Everyday Economics! Everyday Economics is an unrehearsed, free-flow discussion of the economic news shaping the day. The thoughts expressed by the hosts are theirs, unedited, and not necessarily the views of their respective organizations. Support this podcast: https://secure.anedot.com/franklin-news-foundation/ce052532-b1e4-41c4-945c-d7ce2f52c38a?source_code=xxxxxx

The latest Beige Book from the Federal Reserve paints a cautious picture of the U.S. economy. In this episode, Kathy Fettke breaks down the key takeaways for real estate investors—slowing job growth, rising inflation concerns, and the growing impact of tariffs, which were mentioned a record 122 times. Learn how regional trends and economic uncertainty could influence housing demand, borrowing costs, and investor strategy in the months ahead. JOIN RealWealth® FOR FREE https://realwealth.com/join-step-1 FOLLOW OUR PODCASTS Real Wealth Show: Real Estate Investing Podcast https://link.chtbl.com/RWS Real Estate News: Real Estate Investing Podcast: https://link.chtbl.com/REN Source: https://www.cnbc.com/2025/06/04/fed-beige-book-economic-report-cites-declining-growth-rising-prices-and-slow-hiring.html 

Interview recorded - 30th of May, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Eric Basmajian. Eric is the Founder & CEO of EPB Business Cycle Research.During our conversation we spoke about the current economic outlook, economic trajectory, company profit margins, what this means for the economy and more. I hope you enjoy!0:00 - Introduction0:59 - Current economic outlook7:18 - Economic trajectory13:13 - Company profit margins16:46 - Regional housing markets20:03 - Impact of tariffs?25:58 - Margins impact on markets?29:16 - Money on the side-line31:44 - Tight monetary policy33:24 - One message to takeawayEric Basmajian is an economic cycle analyst providing research on long-term and short-term trends in growth and inflation. With a degree in economics and experience at a quantitative hedge fund, Eric has developed a unique secular and cyclical framework to forecast major economic inflection points and the resulting impact on asset prices.Eric holds a bachelor's degree in economics from New York University. Eric started on the buy-side of the financial sector, as an analyst with Panorama Partners, a quantitative hedge fund specializing in algorithmically scanning for mispriced equity derivatives.Eric Basmajian - Website - https://epbresearch.com/Twitter - https://twitter.com/EPBResearchYouTube - @EPBResearch LinkedIn - https://www.linkedin.com/in/eric-basmajian-32614116a/WTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseasThumbnail image from - https://www.linkedin.com/pulse/our-global-economy-heading-recession-samith-victor-rodrigues/

In this week's Rise UP! Terri Kallsen, Joe Duran, Peter Boockvar, and Jon Betlow discuss everything from how market data and consumer actions are suggesting an economic slowdown is coming — to asking if the TACO trade is real? Peter explains why buying the dip isn't necessarily the way to go and that there is a better way to ensure your investments go up. Jon talks about managing emotions and client fears that a recession — and some even worry a depression -- is near, and the extremes they could go. And we take a deep dive into the data and what 2025 Q3 and Q4 could look like, what the team thinks will really happen, and what to do if it does. Chapters: 1:23 - The Markets' Latest and Investing vs. Trading and Why CFPs Matter 4:48 - Judge Rules Tariffs Are Illegal and More 5:09 - Economic Data Signaling Trouble Ahead 7:21 - Why Judges Said Tariffs Were Overreach 8:15 - No Clear Light on Tariffs Between Courts, Administration, and How Global Negotiations Go 11:07 - How Tariffs and Tariff Concerns Are Affecting Businesses 12:40 - Market Volatility: It Feels Bad, but Is It Really? 14:23 - Where We Are on Valuations 15:54 - Best Time to Buy the Dip in 30 Years? 17:07 - There's a Difference Between Buying the Dip and Buying “Down” 18:07 - Is the TACO Trade Real? Is It the New Fed? 21:22 - When Is the Right Time to Buy a Home or Make Another Big Purchase 23:25 - Interest Rates vs. Economy When Making the Decision on Buying a Home 23:55 - Homeowners' Actions Are Telling Us There Is a Slowdown Coming 25:00 - Q3 & Q4: What the Data Is Saying 25:20 - Viewer Went All Cash in 2007, Same Gut Feeling Now… Should He? 28:38 - Will Seasonality Take Us to Powell Cutting Rates? 29:43 - There's a More Reliable Tool for Predicting Markets Than Seasonality and It's Coming 31:24 - Viewer Has Concern the Great Depression Is Coming: Managing Emotions and Your Portfolio 32:13 - Lots of Depressions Predicted, but Only One Has Occurred — How Worries May Make You Miss Out 34:56 - What to Watch Next Week Volatility got you concerned? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/3HjYmYn Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #Markets #Recession #EconomicOutlook #InterestRates #Tariffs #StockMarket #BuyTheDip #FinancialPlanning #RealEstate #ConsumerTrends #MarketVolatility #PeterBoockvar #RiseUP ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jack Janasiewicz and Brian Hess talk US-China trade negotiations, the labor market, and positioning of Natixis model portfolios.

Oregon’s most important revenue forecast, the one that lawmakers used to write the two-year budget, was released this week. It showed that the state is expecting more money to roll in, but significantly less than the amount predicted just three months ago. On the latest episode of OPB Politics Now, reporters Dirk VanderHart and Alex Zielinski discuss the revenue outlook, what it says about the state political situation and much more. Find the show anywhere you get your podcasts. 

With large capital reserves, an improving regulatory backdrop, and positive growth trends, many financial firms look prepared to withstand a potential recession.In this episode, Portfolio Manager John Jordan and Research Analyst Andrew Manguart share what they're hearing from banks about the volatile macro backdrop, and why they believe the sector is well positioned even if growth slows.

A crowd is gathered around the sickbed of the economic expansion. Among the multitude are the workers, consumers and business people who would be most impacted by its demise. There are political partisans too, some fervently praying for recovery, others quietly hoping for the opposite. At the foot of the bed are fiscal and monetary doctors, the former preparing a sugary solution to inject into the patient and the latter casting nervous eyes both on the patient and the fiscal doctors, concerned about a renewal of inflationary fever. Foreign governments and central bankers also stand vigil, from as safe a distance as they can manage, conscious of the infectious nature of the patient's disease. And close by the door are investors, contemplating a quick exit from American assets but haunted by the memory of the many past remarkable American recoveries. There is a knock at the door. It is the last week in April and a battery of tests are in that should shed further light on the delicate health of the economic expansion.

Instead of focusing on augmenting existing teams and processes with AI, are we beginning to see more companies looking to replace teams with AI? Will economic pressure increase this likelihood? SHOW: 916SHOW TRANSCRIPT: The Cloudcast #916 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:Try Postman AI Agent Builder TodayCut Enterprise IT Support Costs by 30-50% with US CloudSHOW NOTES:CEOs choose more AI, fewer jobsOpenAI plots charging $20,000 per month for PhD-level AgentsWhy AI isn't giving Salesforce a boostThe one person $Billion dollar companyHUMAN-AUGMENTED vs HUMAN-REPLACEMENT IS A COMPLEX AI STRATEGYMost AI projects today as either augmenting or replacing humansTechnology has augmented, shifted or replaced human tasks for a while, this isn't anything newManagement/owners have tried to replace workers with technology for a long timePricing will tell you something about the goal of the technology (e.g. seat vs. task)Now we're starting to see the psychology of aligning AI to business goals - augmenting, shifting or replacingThe hyperbole of AI funding is to convey direct lines to AI success (whatever success is - AGI, No Coders, No Operations, No Entry-Level, etc..)“How do we replace the employees with AI?”The path to get there isn't well defined. The politics to get there isn't defined by technology. Will the current economic downturn accelerate this line of questioning / strategy? The Bed Bath and Beyond 20% coupon test. “The $billion dollar company with one employee.”FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod

Like in the Star Wars movie “The Phantom Menace”, the taxation of trade routes is leading to turmoil, including market turmoil. Bond and oil prices suggest the economy is about to abruptly slow down, following US President Donald Trump's sweeping tariff announcements. The hope is the rest of the world will quickly come and negotiate with Trump, and some are. But the largest bilateral trade relationship is between China and the United States. China has called his bluff, raising its tariff on US imports to 52%.Comparisons of indicators such as volatility ratios, deviations from averages and investor sentiment between today and previous flash crashes, all indicate high chances of the S&P 500 index being higher a year from now. But fundamentally, there's no way to know what things will look like a year from now. We expect US valuations to compress and valuations to expand, as foreign savings fund domestic growth in Europe and China.

Join Logan Mohtashami, a renowned housing expert, as he breaks down the current state of mortgage rates, the housing market, and how government policies are shaping economic conditions. In this episode, Logan discusses the relationship between economic slowdowns and mortgage rates, the challenges facing the construction industry, and the dynamics of today's labor market, including the impacts of deportation. He also clears up common misconceptions around tariffs and their effect on home prices, explains the differences between existing and new home sales, and highlights the rising concerns around insurance and property taxes. Logan also compares today's housing cycle to past decades, particularly the late 70s and early 80s, offering valuable insights into the unique factors influencing the current market. Don't miss this in-depth discussion! LINKS: OUR GUEST Logan Mohtashami:  LinkedIn: https://www.linkedin.com/in/logan-mohtashami-5167631/ Instagram: https://www.instagram.com/logan_mohtashami/ X: https://x.com/LoganMohtashami TikTok: https://www.tiktok.com/@loganmohtashami Threads: https://www.threads.net/@logan_mohtashami Website: https://loganmohtashami.com/ JOIN RealWealth® FOR FREE https://tinyurl.com/joinrws1047 WILD PINE SYNDICATION https://www.Realwealth.com/wildpines FOLLOW OUR PODCASTS The Real Wealth Show: Real Estate Investing Podcast https://link.chtbl.com/RWS Real Estate News: Real Estate Investing Podcast: https://link.chtbl.com/REN FREE RealWealth® EDUCATION & TOOLS RealWealth Market Reports: https://realwealth.com/learn/best-places-to-buy-rental-property/ RealWealth Webinars: https://realwealth.com/webinars/ RealWealth Videos: https://realwealth.com/category/video/ RealWealth Assessment™: https://realwealth.com/assessment/ READ BOOKS BY RealWealth® FOUNDERS The Wise Investor by Rich Fettke: https://tinyurl.com/thewiseinvestorbook Retire Rich with Rentals by Kathy Fettke: https://tinyurl.com/retirerichwithrentals Scaling Smart by Rich & Kathy Fettke: https://tinyurl.com/scalingsmart DISCLAIMER The views and opinions expressed in this podcast are provided for informational purposes only, and should not be construed as an offer to buy or sell any securities or to make or consider any investment or course of action. For more information, go to www.RealWealthShow.com

In episode 409 of the BE SMART podcast, Cameron and Jared break down the implications of a proposed US crypto reserve, the recent suspension of anti-money laundering laws by the Treasury Department, and the challenges facing US agriculture. They also discuss the US economic slowdown, the performance of Treasury bonds, and the controversial private credit ETF, PRIV.