Podcasts about Economics

Dave Smith brings you the latest in politics! On this episode of Part Of The Problem, Dave and Robbie "The Fire" Bernstein talk about the released emails from Jeffrey Epstein's brother and his response when asked about them, the movement by the government to release all of them, Mike Johnson's pushback on them, and more.Order Lauren Smith's book here: https://a.co/d/67djjBpSupport Our Sponsors:My Patriot Supply - https://www.mypatriotsupply.com/problemCove Pure - Head to http://www.covepure.com/problem and for a limited time, get $250 off your CovePure water purifier.Proton Drive - Get Proton Drive using Dave's exclusive offer! -proton.me/davesmithRidge - https://ridge.com/potp10Part Of The Problem is available for early pre-release at https://partoftheproblem.com as well as an exclusive episode on Thursday!PORCH TOUR DATES HERE:https://www.eventbrite.com/cc/porch-tour-2025-4222673Find Run Your Mouth here:YouTube - http://youtube.com/@RunYourMouthiTunes - https://podcasts.apple.com/us/podcast/run-your-mouth-podcast/id1211469807Spotify - https://open.spotify.com/show/4ka50RAKTxFTxbtyPP8AHmFollow the show on social media:X:http://x.com/ComicDaveSmithhttp://x.com/RobbieTheFireInstagram:http://instagram.com/theproblemdavesmithhttp://instagram.com/robbiethefire#libertarianSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why he continues to hold on to an out-of-consensus view of a growth positive 2026, despite near-term risks.Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley's CIO and Chief U.S. Equity Strategist. Today I'll discuss our outlook for 2026 that we published earlier this week. It's Wednesday, Nov 19th at 6:30 am in New York. So, let's get after it. 2026 is a continuation of the story we have been telling for the past year. Looking back to a year ago, our U.S. equity outlook was for a challenging first half, followed by a strong second half. At the time of publication, this was an out of consensus stance. Many expected a strong first half, as President Trump took office for his second term. And then a more challenging second half due to the return of inflation. We based our differentiated view on the notion that policy sequencing in the new Trump administration would intentionally be growth negative to start. We likened the strategy to a new CEO choosing to ‘kitchen sink' the results in an effort to clear the decks for a new growth positive strategy. We thought that transition would come around mid-year. The U.S. economy had much less slack when President Trump took office the second time, compared to the first time he came into office. And this was the main reason we thought it was likely to be sequenced differently. Earnings revisions breadth and other cyclical indicators were also in a phase of deceleration at the end of 2024. In contrast, at the beginning of 2017—when we were out of consensus bullish—earnings revisions breadth and many cyclical gauges were starting to reaccelerate after the manufacturing and commodity downturn of 2015/2016. Looking back on this year, this cadence of policy sequencing did broadly play out—it just happened faster and more dramatically than we expected. Our views on the policy front still appear to be out of consensus. Many industry watchers are questioning whether policies enacted this year will ultimately lead to better growth going forward, especially for the average stock. From our perspective, the policy choices being made are growth positive for 2026 and are largely in line with our ‘run it hot' thesis. There's another factor embedded in our more constructive take. April marked the end of a rolling recession that began three years prior. The final stages were a recession in government thanks to DOGE, a rate of change trough in expectations around AI CapEx growth and trade policy, and a recession in consumer services that is still ongoing. In short, we believe a new bull market and rolling recovery began in April which means it's still early days, and not obvious—especially for many lagging parts of the economy and market. That is the opportunity. The missing ingredient for the typical broadening in stock performance that happens in a new business cycle is rate cuts. Normally, the Fed would have cut rates more in this type of weakening labor market. But due to the imbalances and distortions of the COVID cycle, we think the Fed is later than normal in easing policy, and that has held back the full rotation toward early cycle winners. Ironically, the government shutdown has weakened the economy further, but has also delayed Fed action due to the lack of labor data releases. This is a near-term risk to our bullish 12-month forecasts should delays in the data continue, or lagging labor releases do not corroborate the recent weakness in non-govt-related jobs data. In our view, this type of labor market weakness coupled with the administration's desire to ‘run it hot' means that, ultimately, the Fed is likely to deliver more dovish policy than the market currently expects. It's really just a question of timing. But that is a near-term risk for equity markets and why many stocks have been weaker recently. In short, we believe a new bull market began in April with the end of a rolling recession and bear market. Remember the S&P [500] was down 20 percent and the average S&P stock was down more than 30 percent into April. This narrative remains underappreciated, and we think there is significant upside in earnings over the next year as the recovery broadens and operating leverage returns with better volumes and pricing in many parts of the economy. Our forecasts reflect this upside to earnings which is another reason why many stocks are not as expensive as they appear despite our acknowledgement that some areas of the market may appear somewhat frothy. For the S&P 500, our 12-month target is now 7800 which assumes 17 percent earnings growth next year and a very modest contraction in valuation from today's levels. Our favorite sectors include Financials, Industrials, and Healthcare. We are also upgrading Consumer Discretionary to overweight and prefer Goods over Services for the first time since 2021. Another relative trade we like is Software over Semiconductors given the extreme relative underperformance of that pair and positioning at this point. Finally, we like small caps over large for the first time since March 2021, as the early cycle broadening in earnings combined with a more accommodative Fed provides the backdrop we have been patiently waiting for. We hope you enjoy our detailed report published earlier this week and find it helpful as you navigate a changing marketplace on many levels. Thanks for tuning in. Let us know what you think by leaving us a review. And if you find Thoughts on the Market worthwhile, tell a friend or colleague to try it out!

David converses with best-selling author David Bach about preventing burnout through sabbaticals, moving to another country, why retirees should take Social Security as early as possible, and Bach's idea of a flat tax on IRA distributions.Insiders Guide Email NewsletterGet our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletterOur Premium ProductsAsset CampMoney for the Rest of Us PlusShow NotesDavid Bach's IRA Flat Tax IdeaRelated Episode506: Should You Retire Early and Live Outside Your Home Country? With Joshua SheetsSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Sitting in for Thom Hartmann is guest-host Jefferson Smith of the Democracy Nerd podcast. US Congressman Mark Pocan weighs in on the recent congressional action with a National Progressive Townhall Meeting. Listeners phone-in with compelling questions.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Neuroscience gives us one more warning. Losing power can feel like withdrawal. We're seeing this now as Donald Trump thrashes about, losing his grip on his party and his followers...See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Saudi Arabia; Epstein; Meta Antitrust; Rent Control; WallMart; Heritage; Japan | Yaron Brook Show

Today's guest is Ben Zweig — economist, data scientist, founder of Revelio Labs, and NYU Stern professor specializing in the future of work. With a PhD in economics and a career spanning IBM's Chief Analytics Office, hedge fund strategy, and groundbreaking research on labor markets and occupational mobility, Ben brings a rare blend of academic rigor and real-world insight. His work allows him to see patterns in the job market before they happen — and understand where the biggest opportunities to make money are emerging. On this episode we talk about: Ben's first sales job on the streets of New York and how “rejection therapy” shaped his career Why thick skin and empathy are two of the most valuable skills in any high-paying field How economics became the lens Ben uses to understand behavior, markets, and opportunity Why getting a PhD changes your identity — and how deep expertise creates new income paths The evolving nature of work and what signals actually matter for future money-making trends Top 3 Takeaways Sales skills compound everywhere. Early experiences dealing with rejection and reading people become an unfair advantage in higher-paying industries. Economics is a framework for decision-making. Understanding incentives, equilibrium, and behavioral patterns helps you spot opportunities others miss. Deep expertise transforms your earning potential. Immersing yourself in a field — academically or professionally — shifts how you think and positions you for unique career paths. Connect with Ben Zweig: LinkedIn: https://www.linkedin.com/in/ben-zweig Website: https://www.reveliolabs.com/ ✖️ ✖️ ✖️ ✖️

Do you love the dark?  Do you yearn for sunset and the amber glow of a fire with the night growing deeper, more inspiring all around you?  Most of us don't - though our ancestors through all of history have lived by firelight, moonlight, starlight... until the modern era of light at the flick of a switch.  But there's a world out there of sheer, unadulterated magic that is only revealed when we put aside the lights and the phones and the torches and step out into the night  - as this week's guest has done. Leigh Ann Henion is the New York Times bestselling author of Night Magic: Adventures Among Glowworms, Moon Gardens, and Other Marvels of the Dark and Phenomenal: A Hesitant Adventurer's Search for Wonder in the Natural World. Her writing has appeared in Smithsonian, National Geographic, The Washington Post, Backpacker, The American Scholar, and a variety of other publications. She is a former Alicia Patterson Fellow, and her work has been supported by the Alfred P. Sloan Foundation. Henion lives in Boone, North Carolina.  Wall Street Journal says of this book. "Lovely…truly inspired…and very clever…An appreciation of nature's nocturnal organisms can help us reset our relationship with the night…That's the gift of Night Magic: It may make you think differently about the night."Leigh Ann's Website https://leighannhenion.com/Night Magic book (UK): https://uk.bookshop.org/p/books/night-magic-leigh-ann-henion/7832118

30:51- Shahar Azani, Former Israeli Diplomat and Former Spokesperson of the Israeli Consulate in New York Topic: Saudi Arabian Crown Prince meeting with Trump 44:42- Congressman Mike Haridopolos, Republican representing Florida's 8th Congressional DistrictTopic: Congress approving the release of Epstein files 51:46- Don Brown, Executive Director, Yonkers Community Action Program Topic: Celebrating Yonkers 1:03:57- Stephen Moore, "Joe Piscopo Show" Resident Scholar of Economics, Chairman of FreedomWorks Task Force on Economic Revival, former Trump economic adviser and the author of "The Trump Economic Miracle: And the Plan to Unleash Prosperity Again"Topic: $1 trillion deal with Saudi Arabia 1:19:00- Gordon Chang, Asia expert, columnist and author of "China is Going to War" Topic: New Arctic discovery could deal massive blow to China's rare earth dominance 1:38:17- Miranda Devine, columnist for the New York Post and the author of "The Big Guy" Topic: "FBI, Secret Service butchered the Thomas Crooks case and invited conspiracies – we deserve the truth" (New York Post op ed) 1:54:54- Thomas Homan, Border Czar for the Trump administration Topic: Uzbeki national with terror ties and Pennsylvania CDL arrested by ICE 2:05:58- Christopher Macchio, international classical-crossover vocalist Topic: Headlining last night's White House Dinner in honor of the Crown PrinceSee omnystudio.com/listener for privacy information.

In this episode of the Solar Maverick Podcast, host Benoy Thanjan talks with Jon Semingson, President of Peak Demand, a leading recruitment firm focused on renewable energy and clean technology. Jon shares an inside look at how the intense growth of solar, storage and broader renewables is reshaping the talent market, what companies are doing right and wrong when hiring, and what candidates should focus on to stand out. Benoy and Jon also dive into how recent policy changes and the “Big Beautiful Bill” landscape are influencing demand for specific skill sets, plus key takeaways from this year's RE+ Las Vegas and what they signal about the future of the clean energy workforce. What You'll Learn In This Episode How Peak Demand became a go-to recruiting partner for solar, storage and clean energy companies The most in-demand roles in today's renewable energy market How policy shifts and incentives are changing hiring needs across development, EPC, asset management and finance Compensation and hiring trends for 2025 and beyond How remote work, hybrid models and geographic flexibility are affecting recruiting strategies Common mistakes solar and storage companies make when trying to hire top talent Practical tips for candidates who want to break into or move up in the renewable energy industry Key themes Jon and Benoy saw at RE+ and what they reveal about where the industry is headed How founders and executives can build teams that scale with rapid growth and market volatility   Biographies Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy, solar developer and consulting firm, and a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed over 100 MWs of solar projects across the U.S., helped launch the first residential solar tax equity funds at Tesla, and brokered $45 million in Renewable Energy Credits (“REC”) transactions. Prior to founding Reneu Energy, Benoy was the Environmental Commodities Trader in Tesla's Project Finance Group, where he managed one of the largest environmental commodities portfolios. He originated REC trades and co-developed a monetization and hedging strategy with senior leadership to enter the East Coast market. As Vice President at Vanguard Energy Partners, Benoy crafted project finance solutions for commercial-scale solar portfolios. His role at Ridgewood Renewable Power, a private equity fund with 125 MWs of U.S. renewable assets, involved evaluating investment opportunities and maximizing returns. He also played a key role in the sale of the firm's renewable portfolio. Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and Financial Advisory Services at Ernst & Young, following an internship on the trading floor at D.E. Shaw & Co., a multi billion dollar hedge fund. Benoy holds an MBA in Finance from Rutgers University and a BS in Finance and Economics from NYU Stern, where he was an Alumni Scholar. Jon Semingson Jon Semingson is the President of Peak Demand, a recruitment firm specializing in renewable energy, clean technology and the broader energy transition. Peak Demand partners with developers, IPPs, EPCs, manufacturers and investors to help them hire top talent across leadership, commercial, technical and operational roles. Peak Demand focuses on long-term partnerships, understanding both company culture and candidate motivations to build teams that can scale in a fast-moving, highly competitive market like solar and storage.   Stay Connected: Benoy Thanjan Email: info@reneuenergy.com  LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com Website:  https://www.solarmaverickpodcast.com   Jon Semingson  Linkedin: https://www.linkedin.com/in/solarrecruiter/       Website:  https://peakdemandinc.com/   Email:  jon@inpeakdemand.com   If you enjoyed this episode, please rate, review and share the Solar Maverick Podcast so more people can learn how to accelerate the clean energy transition.   Join Us for the Winter Solstice Fundraiser!  I'm excited to invite you to our Winter Solstice Fundraiser, hosted by Reneu Energy and the Solar Maverick Podcast on Thursday, December 4th from 6–10 PM at Hudson Hall in Jersey City, NJ! https://www.tickettailor.com/events/reneuenergy/1919391 This event brings together clean energy leaders, entrepreneurs, and friends to celebrate the season while raising funds for the Let's Share the Sun Foundation, which installs solar and storage systems for families and communities in need in Puerto Rico. We'll have: -Great food and drinks -Amazing networking with solar and sustainability professionals -Sports memorabilia auctions (with proceeds benefiting Let's Share the Sun) -An inspiring community focused on making an impact through solar energy If you or your company would like to get involved as a sponsor, please message us at info@reneuenergy.com.  

Another stacked SDH AM for a Wall Pass WednesdayWe look at TV programming choices in WCQScarves N Spikes Tyler Pilgrim talks Euro qualifying, CONCACAF, USMNT, and ATLUTDMLSSoccer.com's Dylan Butler talks MLS Cup playoffsJason Stephens talks the economics of soccer and MCO's that haven't worked- see Scotland and FSG for starters this week...

What does it take to build a team that consistently performs at a high level? In this episode, Kevin sits down with Dr. Vanessa Druskat to explore what emotionally intelligent teams look like and how leaders can foster them. Vanessa introduces the concept of "team emotional intelligence" and explains why team culture, not just individual skills or personalities, is often the key differentiator between average and high-performing teams. She shares her practical three-part model, based on nine team norms, that top teams use to create environments of trust, psychological safety, and accountability. Vanessa also discusses why emotionally intelligent teams are fundamentally about how people interact, not just how they feel. She reveals what leaders should do in the first meeting of a new team to set the tone for long-term performance, and why nonverbal behaviors and small habits matter more than you think. Listen For 00:00 Introduction to emotional intelligence and teams 00:29 Welcome and how to join future live sessions 01:02 How to connect with the community 01:25 About the book Flexible Leadership 02:11 Introducing guest Vanessa Druskat 03:09 Vanessa's early experiences with teams 04:09 Workplace realities that shaped her research 05:08 Growing up across cultures and learning to adapt 06:17 Discovering team cultures in organizations 07:20 What sets high performing teams apart 08:07 Exploring the model of team emotional intelligence 09:11 Understanding local team culture 10:04 The role leaders play in shaping micro culture 11:05 How teams can build their own culture 11:56 Why belonging and social needs matter 12:18 Teams as emotional systems 13:14 How emotions influence interactions 14:08 Creating cultures where disagreement is productive 15:17 The three clusters of team emotional intelligence 16:02 Helping individuals succeed 17:13 How great teams interact and improve 18:02 Reaching outside the team for ideas and resources 18:10 Where leaders should start with new teams 19:05 Setting norms intentionally 20:07 Why posted norms fail 21:00 Ownership and mutual understanding 21:21 Ensuring everyone has a voice 22:12 Assessing current norms 23:22 Impact of unintentional nonverbal signals 24:54 How small behaviors change team dynamics 25:53 Example of a team transformation 27:31 Importance of nonverbal cues and inclusion 28:07 Reaching outside the team and avoiding blinders 30:10 Leading in hybrid and remote environments 31:05 Belonging and psychological distance 32:03 Increasing intentional connection 32:50 Using check ins to strengthen relationships 34:04 Applying this in one-on-one conversations 34:27 What Vanessa does for fun 35:33 What Vanessa is reading 37:43 Where to find Vanessa and her resources 38:54 Closing challenge: What action will you take 40:05 Wrap up and invitation to subscribe Vanessa's Story: Dr. Vanessa Druskat is the author of The Emotionally Intelligent Team: Building Collaborative Groups that Outperform the Rest. She is an award-winning researcher and leading expert on team leadership, advising leaders in some of the world's top organizations. Her three decades of field research examining team cultures that inspire high-performing collaboration produced the Team Emotional Intelligence (Team EI) model. She and her colleagues have used the model globally to teach leaders how to build higher-performing teams. Vanessa is passionate about convincing leaders that under the right conditions, people are wired for collaborative teamwork. So, stop trying to fix people and start building emotionally intelligent team cultures that inspire teamwork. Also, an award-winning teacher, she serves on the faculty of the University of New Hampshire's Peter T. Paul College of Business and Economics. This Episode is brought to you by... Flexible Leadership is every leader's guide to greater success in a world of increasing complexity and chaos.  Book Recommendations The Emotionally Intelligent Team: Building Collaborative Groups that Outperform the Rest by Vanessa Urch Druskat Social: Why Our Brains Are Wired to Connect by Matthew D. Lieberman Both/And Thinking: Embracing Creative Tensions to Solve Your Toughest Problems by Wendy Smith and Marianne Lewis Like this? Understanding Collaboration with Carlos Valdes-Dapena Building Incredible Collaborative Relationships with Dr. Deb Mashek Podcast Better! Sign up with Libsyn and get up to 2 months free! Use promo code: RLP   Leave a Review If you liked this conversation, we'd be thrilled if you'd let others know by leaving a review on Apple Podcasts. Here's a quick guide for posting a review. Review on Apple: https://remarkablepodcast.com/itunes    Join Our Community If you want to view our live podcast episodes, hear about new releases, or chat with others who enjoy this podcast join one of our communities below. Join the Facebook Group Join the LinkedIn Group  

For more than 150 years, Italy has been home to a resilient and evolving resistance against the pervasive influence of mafias. While these criminal organizations are renowned for their vast international business enterprises, the collective actions taken to oppose them are less known. In Opposition by Imitation: The Economics of Italian Anti-Mafia Activism (U Minnesota Press, 2025), Dr. Christina Jerne explores anti-mafia activism, revealing how ordinary people resist, counter, and prevent criminal economies from proliferating. Drawing on ethnographic fieldwork among anti-mafia alliances in Campania, Sicily, and other parts of Italy, Dr. Jerne details a particular aspect of mafia activities: providing cash relief and other forms of patronage to individuals and groups. Her research shows how activism has evolved to imitate this sustaining role. Activists are increasingly challenging mafia control both by creating alternative economies—from producing food that interrupts mafia labor practices to organizing tourism that supports anti-mafia hospitality—and by subversively adopting business tactics similar to the mafia's to compete with their social influence and legitimacy. Exposing the political implications of this mimetic opposition, Dr. Jerne points to its potential impact on crime prevention and criminalization, both in Italy and globally. Opposition by Imitation shows how these modern-day Robin Hoods are redefining collective action, taking what was controlled by the mafias and returning it to the collective. This contentious economic turn, against the backdrop of broader social movements, reveals significant political possibilities afforded by imitative opposition. This interview was conducted by Dr. Miranda Melcher whose book focuses on post-conflict military integration, understanding treaty negotiation and implementation in civil war contexts, with qualitative analysis of the Angolan and Mozambican civil wars. You can find Miranda's interviews on New Books with Miranda Melcher, wherever you get your podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network

About Kyle M.K.Kyle M.K. is an Executive Strategy Advisor, keynote speaker, and best-selling author based in Austin, Texas. As Indeed's Senior Talent Strategy Advisor, he helps employers navigate the future of work—simplifying complex labor market challenges and inspiring people-focused leadership. His book, The Economics of Emotion, explores how emotional intelligence drives business success. Before Indeed, Kyle founded The Heart Company, where he helped global brands like The Ritz-Carlton, Uber, and Disney elevate brand loyalty through emotionally centered strategies. He also led ventures such as Human Planet and No. 4 St. James, combining data, storytelling, and design to humanize business experiences. With roots at Apple, where he shaped retail training and technology, Kyle's career centers on one mission: making work more human.Things You'll Learn: Retention begins long before a new hire's first day, authentic communication and realistic expectations set the foundation for longevity.Feeling underappreciated by supervisors is one of the most unique and powerful drivers of burnout in healthcare.Leadership empathy directly shapes workplace culture; when senior leaders lack compassion, it cascades down the organization.Transparency in job postings and work environments helps reduce turnover by aligning expectations with reality, thereby fostering a more effective work environment.Treating healthcare teams as communities rather than machines fosters a sense of belonging, purpose, and ultimately, better patient care.Resources:Connect with and follow Kyle M.K. on LinkedIn.Follow Indeed on LinkedIn.Visit Indeed's website.Get a copy of Kyle's book, The Economics of Emotion, here.Read Indeed's Pulse of Healthcare 2024 here.Read Indeed's Pulse of Healthcare 2025 here.

New ideas on reaching climate targets as COP30 gets underway In this episode of The Sound of Economics, host Rebecca Christie sits down with Bruegel's Georg Zachmann and professor Jos Delbeke, former Director General of the European Commission's climate division, to discuss how Europe can use its ambitious climate targets to best catalyse global decarbonisation. Zachmann proposes to develop the European Emission Trading System into an anchor for mitigation activities in other sectors and countries. Delbeke acknowledges the need to enhance the ETS so that it can continue to play its important role in the efficient decarbonisation of the EU economy. But he cautions against a direct use of foreign mitigation credits in EU trading systems. Ten years after the Paris accord, how can Europe be more proactive in the global debate and make the most of this year's UN climate conference? Related research: Zachmann, G. (2025) 'A Strawman Proposal to Use International Flexibility in Achieving Developed Countries Climate Targets to Catalyse Global Decarbonisation', De Gruyter Bill Europe's energy future: balancing climate goals and competitiveness, Bruegel event, 14 November 2025 International decarbonisation through coalitions of the willing: carbon pricing, climate finance, trade and nature, Bruegel event, 20 November 2025 

In this episode of the Ardan Labs Podcast, Bill Kennedy talks with Catherine Johnson, VP of Global Solutions Engineering at Hydrolix, about her career journey through data management, scalability, and innovation. With a background spanning leadership roles at Hydrolix, Grafana Labs, and Oracle, Catherine shares insights into balancing engineering, entrepreneurship, and mentorship. She discusses the evolution of real-time data systems, the economics of storage, and the importance of data-driven decision-making. Catherine also opens up about taking a break from tech to teach dance, and how her passion for innovation and continuous learning fuels her leadership today.00:00 Introduction03:03 Data Management and Scalability05:58 Explosion of Data and Storage Needs09:01 Real-Time Data in Business14:49 Economics of Data Storage20:41 Education and Early Career31:09 Career Transitions and Growth46:10 Teaching Dance and Finding Balance53:16 Returning to Tech at Oracle01:08:10 Joining Elastic and Facing Burnout01:15:45 Leadership and Innovation at Hydrolix01:27:07 AI in Tech and Its LimitationsConnect with Catherine: LinkedIn: https://www.linkedin.com/in/catjopdx/Mentioned in this Episode:Hydrolix: https://hydrolix.io/Want more from Ardan Labs? You can learn Go, Kubernetes, Docker & more through our video training, live events, or through our blog!Online Courses : https://ardanlabs.com/education/ Live Events : https://www.ardanlabs.com/live-training-events/ Blog : https://www.ardanlabs.com/blog Github : https://github.com/ardanlabs

For more than 150 years, Italy has been home to a resilient and evolving resistance against the pervasive influence of mafias. While these criminal organizations are renowned for their vast international business enterprises, the collective actions taken to oppose them are less known. In Opposition by Imitation: The Economics of Italian Anti-Mafia Activism (U Minnesota Press, 2025), Dr. Christina Jerne explores anti-mafia activism, revealing how ordinary people resist, counter, and prevent criminal economies from proliferating. Drawing on ethnographic fieldwork among anti-mafia alliances in Campania, Sicily, and other parts of Italy, Dr. Jerne details a particular aspect of mafia activities: providing cash relief and other forms of patronage to individuals and groups. Her research shows how activism has evolved to imitate this sustaining role. Activists are increasingly challenging mafia control both by creating alternative economies—from producing food that interrupts mafia labor practices to organizing tourism that supports anti-mafia hospitality—and by subversively adopting business tactics similar to the mafia's to compete with their social influence and legitimacy. Exposing the political implications of this mimetic opposition, Dr. Jerne points to its potential impact on crime prevention and criminalization, both in Italy and globally. Opposition by Imitation shows how these modern-day Robin Hoods are redefining collective action, taking what was controlled by the mafias and returning it to the collective. This contentious economic turn, against the backdrop of broader social movements, reveals significant political possibilities afforded by imitative opposition. This interview was conducted by Dr. Miranda Melcher whose book focuses on post-conflict military integration, understanding treaty negotiation and implementation in civil war contexts, with qualitative analysis of the Angolan and Mozambican civil wars. You can find Miranda's interviews on New Books with Miranda Melcher, wherever you get your podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/anthropology

Tech stocks continue to sell off Stateside while Europe's Stoxx 600 ends yesterday's session at a one-month low and the DAX plunges to its lowest level since June. Chip giant Nvidia results are due after the bell today with analysts anticipating a sharp rise in sales amid any signs of an A.I. bubble. President Trump hosts Saudi Arabia's Crown Prince Mohammed bin Salman at the White House, calling the Kingdom ‘a major non-NATO ally'. Trump also struck an optimistic tone regarding the expansion of the Abraham Accords to foster stability in the Middle East. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Ian Verrender, ABC's Business and Finance Editor, joined Philip Clark on Nightlife to discuss the latest in economic, business and finance news.   

On this episode of The Federalist Radio Hour, Phil Kerpen, president of American Commitment and principal of the Committee to Unleash Prosperity, joins Federalist Senior Elections Correspondent Matt Kittle to discuss the nation's affordability crisis, dissect the disastrous consequences of Obamacare, and analyze President Donald Trump's 50-year mortgage proposal.If you care about combating the corrupt media that continue to inflict devastating damage, please give a gift to help The Federalist do the real journalism America needs.   

Our Chief Global Economist Seth Carpenter and Global Cross-Asset Strategist Serena Tang return to conclude their two-part episode on 2026 outlooks and explain why the market environment is turning in favor of risk assets, especially U.S. stocks.Read more insights from Morgan Stanley.----- Transcript -----Seth Carpenter: Welcome to Thoughts in the Market. I'm Seth Carpenter, Morgan Stanley's Global Chief Economist.Serena Tang: And I'm Serena Tang, Morgan Stanley's Chief Global Cross-Asset Strategist.Seth Carpenter: Yesterday, Serena, we discussed our views on the global economy, and today I'm going to turn the tables on you and start asking you questions about our market outlook and how to invest across regions and across asset classes.It's Tuesday, November 18th at 10am in New York.Alright, Serena in 2025, global markets rode some significant volatility driven by tariffs, policy uncertainty. Things went up, they went down. Equities ultimately outperformed bonds as rate cuts began. But cross-asset strategy depended so much on identifying correlations, opportunities – all in a world that is still adapting to the new geopolitical dynamics and what seemed like evolving rules.So, with that backdrop, could you just broadly tell us what the investment strategy should be in 2026?Serena Tang: We think 2026 will be a strong year for risk assets as you have unusually pro-cyclical policy mix that's supportive of earnings. And that frees up markets to shift the focus from global macro concerns, which of course have dominated this year, to more micro asset specific narratives. Particularly those related to AI CapEx investment.And I think such a constructive environment really calls for a risk on tilt. We recommend equities over credit and government bonds, with a preference for U.S. assets.Seth Carpenter: Okay. I think last year we had some preference, at least for U.S. equities. Are there any other big rotations versus more of the same that you really want to highlight for folks?Serena Tang: In terms of, I think the strategy outlook itself, a big shift has been what we think drive investor focus the most. Our strategy mid-year outlook had focused heavily on global macro risks, right? Especially those, I think, emanated from trade tensions, which you alluded to earlier.I think this time around as the distribution of outcomes on tariffs, I think, has become a bit narrower, it's very much more about asset specific stories. And yes, you know, to your point about being, bullish on U.S. equities, we've maintained that view this time round and believe that U.S. equities can generally do better than rest of world.As you know, Mike Wilson, a colleague and chief U.S. equity strategist, he has a price target of 7800 for the S&P 500 index …Seth Carpenter: Wow.Serena Tang: Beating the expected returns from other regional equities by like quite a bit. So that's not changed. But I think that with this backdrop of post cyclical policy combo lifting U.S. earnings, we've also turned more bullish on high-yield corporate credit – that is bonds which are riskier.I think very much like U.S. equities, we believe that the asset class can benefit from the combination of monetary deregulation policy. But there's also like a very interesting technical component there, which is, as we expect, a surge in investment grade issuance to fund AI related CapEx. I think the high-yield market will be more insulated from this, which means outperformance versus higher quality corporate bonds.Seth Carpenter: Got it. Okay. So, as you're coming up with these strategies and these recommendations in lots of ways, it just relies on forecasting. And I have to say I'm sympathetic to how hard forecasting is, especially when it comes to the future. In our economic forecast, we also included a bunch of different alternate scenarios because I just see that much uncertainty in the global economy.So, with that as a backdrop, nothing is for sure. But where would you say your highest conviction calls are when it comes to investing in 2026?Serena Tang: Well, as I mentioned, we like U.S. equities and that remains a very high conviction call for us. [I] sort of dug through the details of that already. And so, I want to turn to a[n]other high conviction view, which is curve steepening. We see pretty material U.S. treasury curve steepening over the next year. I think even as a macro strategist, actually expect yields at least in the backend to be mostly range bound. And this steepening will be very much driven by what happens in the two-year point – I think as markets continue to, we think, underpriced, future Fed easing and growth slow down tail risks.Seth Carpenter: So that's super helpful in terms of the places where you're convicted. Let me be perhaps a little bit unfair because nothing is in fact certain. And so, if there are things that we feel pretty sure about, there've got to be things where we're either not sure or parts of the market that really pose the most risk.So, if I asked you then, where do you see the biggest risk for investors in markets next year, what would you say?Serena Tang: So, one of them really is AI investment cycle abruptly ending. And this has been a topic of huge debate in all of the investor meetings that we've had over the last several weeks. Because the idea is you have a sharp pullback in investment in the next 12 months, which could trigger a pretty cascading effect. And of course that would likely pressure U.S. equities, I think given hyperscalers index weight. But could weirdly enough benefit IG credit by reducing issuance, which has been the main driver of wider spreads in our forecast. But I think the other risk here actually is if animal spirits run a bit too hot. Underlying our equities over credit over rates allocation is some revival in animal spirits, but it's not the kind of irrational exuberance that marks the end of cycle in our view.Given, I think there's still rational belief in that policy triumvirate that we touched on earlier, that can still be supportive of risk. But you know, I think if sentiment does overheat then our allocation tilt towards cyclicals and beta would be wrong. And historically late cycle expansions see investment grade outperforming high yield inequities, with bonds eventually leading returns.The last risk, I think, to our asset allocation, is really the Fed. Either the FOMC not easing further over the next 12 months or if it changes its reaction function. And I think both of those will have very different implications of what happens to the front end of the yield curve. So, my question to you, Seth, is what do you see as the probability around both of those scenarios?Seth Carpenter: Look, with the data that we have before the government shut down, it was clear there was a tension. Spending by households, spending by businesses was strong. Employment data were getting weaker and weaker, and the Fed has decided to start cutting to err on the side of insulating against further deterioration in the labor market.So, one thing that could upend our forecast is that the real signal is from the spending. Spending stays strong, the labor market eventually catches up to the stronger spending, and we start to see job gains come back. If that happens, especially with inflation now running notably above the Fed's target, I just don't really think we're going to get anywhere near the number of rate cuts that we forecast or that are already priced into market. So, you'd have to see a reversal.How likely is that you can't rule it out? I'd say 20 percent or something like that. Maybe a little bit more. On the other hand, to the downside. I wonder if what you're getting at a little bit is there's going to be some turnover in the personnel at the Fed. And do we have to worry about a fundamentally different reaction function from the Fed going forward and cutting rates aggressively, even if the macro considerations don't warrant? Is that really what you were getting at?Serena Tang: Yes. I think that has been the question on the forefront of investors' minds…Seth Carpenter: Yeah, I think that's a real question. The way I look at it is Chair Powell is in charge of the Fed now. His term goes through May of next year. And so, until we get to the middle of next year, I don't really think there's any fundamental change in how the Fed does business. But it really does seem like we're going to have a new Fed chair in June of next year. But even there, we have got to remember that the committee is a committee and that's how policy is decided. And so, if there was a new chair who really, really, really wanted to take policy in a truly unorthodox way, I also don't think that's really feasible over the second half of next year – because there just won't have been that much turnover in terms of the personnel of the Fed. That's how we're looking at it for now. I really don't think that latter version of the world is a big risk. That said, I'm going to throw it back to you [be]cause I always have to get the last word.You talked about asset classes, bullish on U.S. equities. We talked about high yield bonds; we talked about some of the risks that markets have to face. But one thing I didn't hear – and we do have a global investor base – Is about currencies and specifically the dollar.So, this time last year, the team made a pretty bold call that the dollar would depreciate a great deal. And here we are and the dollar has come off a lot on net over this year. That stabilized a little bit. Maybe not for the whole year [be]cause that kind of forecasting is hard for currencies. But what do you see over the next few months called the next half year for the dollar? Is it going to continue the trend or do you think we should see a reversal?Serena Tang: So, we do think the dollar will continue its trend downwards from here to the middle of next year. And I know, I know. There's been a lot of discussion, there's been a lot of debate around whether the dollar has basically stopped where we are. But the thing is, you know, going back to what you mentioned around the path for growth in the U.S. and unemployment in the U.S. – if we do see softer economic data in the first half of next year, that can drive the dollar downwards. In fact, we're once again, more bearish than consensus on the dollar by the middle of next year.Seth Carpenter: Got it. All right. That's super helpful. Serena, thank you so much for taking the time to talk with me today and let me ask the questions of you.Serena Tang: Always a pleasure, Seth.Seth Carpenter: And thank you for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or a colleague today.

Sitting in for Thom Hartmann is guest-host Jefferson Smith of the Democracy Nerd podcast pondering the impact and importance of the newly revealed Epstein evidence. Jeff's dad Joe Smith joins the show for the popular segment "News With My Dad" dissecting the Republican strategies with the Congressional vote to release the Epstein files. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

How a single predator exposed a centuries-old system built to shield wealthy white men from accountability and forced the country to confront a truth its institutions have long concealed...See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Economics editor Michael Simmons and Yvette Cooper's former adviser Danny Shaw join Patrick Gibbons to react to the Home Secretary's plans for asylum reform. Shabana Mahmood's direct communication style in the Commons yesterday has been praised by government loyalists and right-wingers alike, but her plans have been criticised by figures on the left as apeing Reform. Will her calculated risk pay off and how will success be judged?Plus, as ONS migration figures are revised – again – Michael restates his appeal for more reliable data. And how could migration data affect the budget next week?Produced by Patrick Gibbons.Become a Spectator subscriber today to access this podcast without adverts. Go to spectator.co.uk/adfree to find out more.For more Spectator podcasts, go to spectator.co.uk/podcasts.Contact us: podcast@spectator.co.uk Hosted on Acast. See acast.com/privacy for more information.

Mark Cooper, founder and CIO of MAC Alpha Capital Management, stops by The Business Brew to discuss the potential opportunity in international markets. Mark has 20 years of experience in equity investing and almost 9 years in commodity trading, working at top-tier hedge funds and mutual funds with some legendary value investors.Mark's experience prior to founding MAC Alpha Capital Management:Co-Portfolio Manager, First Eagle Investment Management, 2014 to 2019 | International Small Cap Value strategy.Portfolio Manager and Analyst, PIMCO, 2010 to 2014 | Global generalist managing a diversified quantitative U.S. equity fund.Partner and Portfolio Manager, Omega Advisors, 2005 to 2010 | Global industrials, capital goods, and commodities/energy sectors.Analyst, Pequot Capital Management, 2002 to 2004 Portfolio Manager, JP Morgan, 1992 to 2000 | Fixed income, commodities, and foreign exchange asset classes, co-managing a $50 billion notional value portfolio investing in both European and exotic options and managing a $10 billion portfolio focused on long-dated gold and silver.Adjunct Professor of Finance and Economics, Columbia Business School, 2004 to 2025| Applied Value InvestingEducation and Credentials:MBA - Columbia Business School 2002 | Bachelor of Science - Massachusetts Institute of Technology 1991. Former US Army officer Former Vice Chairman of Harlem success academy HSA #2 (a charter school) |Co-author of Value Investing: From Graham to Buffett and Beyond  – Second Edition.Sponsorship InformationThank you to ⁠⁠⁠Fiscal.ai⁠⁠⁠ for sponsoring the show. DISCOUNT INFO: If you use the affiliate link ⁠⁠⁠⁠fiscal.ai/brew⁠⁠⁠⁠, you will automatically get 2 weeks of Fiscal Pro for Free and if you find that you want to upgrade, my link will get you 15% off any paid plans. About ⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠ is the complete modern data terminal for global equities.The ⁠⁠⁠Fiscal.ai⁠⁠⁠ platform combines a powerful user experience with all the financial data capabilities that professional investors need. Users get up to 20 years of historical financials for all stocks globally that they can easily chart, compare, or export into their own models. And unlike legacy data terminals where it can take hours or even days, ⁠⁠⁠Fiscal.ai⁠⁠⁠'s data is updated within minutes of earnings reports. ⁠⁠⁠Fiscal.ai⁠⁠⁠ also tracks all the company-specific Segment & KPI data so you don't have to. Like to track Amazon's Cloud Revenue? They've got it.How about Spotify's premium subscribers? Or Google's quarterly paid clicks?They've got all of it.

Free Cash Flow Analysis in Capital Budgeting Decisions Business Finance, FIL 240-001, Autumn 2025, Lecture 25 Type: mp3 audio file ©2025

Ethics and Agency Business Finance, FIL 240-002, Autumn 2025, Lecture 25 Type: mp3 audio file ©2025

Subscribe to the podcastSquare and Cash App have just rolled out some slick features that are perfect for both merchants and holders.Learn about Bitcoin at a trickleBitcoinTrickle.comSponsorLiberty MugsKeep in touch with us everywhere you areJoin our Telegram groupLike us on FacebookFollow us on Twitter: @libertymugs (Rollo), @Slappy_Jones_2Check us out on PatreonLearn everything you need to know about Bitcoin in just 10 hours10HoursofBitcoin.comPodcast version

Finance Minister Paschal Donohoe is heading to the World Bank. For more on this political Correspondent Paul Cunningham and our Economics and Public Affairs Editor David Murphy.

Dr Tapani Rinta-Kahila is Senior Lecturer of Business Information Systems at The University of Queensland and Esko Penttinen is an associate Professor at Aalto University School of Business. Dr Tapani Rinta-Kahila and Esko Penttinen worked collaboratively on the landmark study, “The Vicious Circles of Skill Erosion: A Case Study of Cognitive Automation” and they offer different perspectives on the issue of technology-driven skill erosion in the workforce. I caught up with them to find more about this.Tapani Rinta-Kahila and Esko Penttinen talk about their background, skillsets, their paper, context and more.More about Dr Tapani Rinta-Kahila and Esko Penttinen:Dr Tapani Rinta-Kahila is a Senior Lecturer of Business Information Systems and an ARC DECRA Fellow at The University of Queensland Business School. He holds a doctoral degree from Aalto University School of Business, where he wrote an award-winning dissertation on the decommissioning of organisational information systems.Esko Penttinen is Associate Professor (tenured) in Information Systems at Aalto University School of Business. Penttinen holds a D.Sc. in Information Systems Science and a M.Sc. in Economics from Helsinki School of Economics. Esko's research helps organisations understand the intricacies related to the implementation of various forms of artificial intelligence, harnessing its benefits and avoiding the pitfalls. Esko is an avid student of the interplay between humans and machines, curious to generate insights on how to coordinate work tasks efficiently between the two.

European markets are sharply in the red amid an accelerating global sell-off. Investors are now awaiting economic data prints Stateside following the recent re-opening of the federal government. Big technology stocks remain under pressure as fears of A.I. over-valuations show no signs of abating. In crypto news, Bitcoin sees its gains for the year wiped out and there are concerns a bigger rout still lies ahead. The European Commission hikes its growth forecast for the year despite predictions that government deficits are set to rise over the next few years. European Economy Commissioner Valdis Dombrovskis warns CNBC any downturn in markets would knock investor confidence in the bloc.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Kim Kardashian is richer than ever. On Wednesday, her apparel company Skims announced it has raised $225 million in new funding, pushing its valuation to $5 billion—and adding $200 million to Kardashian's fortune.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Meet Dr. Corey Jentry the author of "Selling Sanity: The Troubled-Teen Industry, the Insane Profits, and the Kids Who Pay the Price." A survivor himself with a Ph.D. in Political Science from the London School of Economics, Corey talks about his rough upbringing and his experience at a troubled teen program. He exposes how troubled-teen programs marketed as “help” often cause lasting harm. Corey indicates Millions of our children and there families may be affected by these harmful scams. He's not saying all programs are bad,just that there are the exception not the rule. That you should treat this decision like picking out a college. Dr. Jentry also gives advice if you contact him at his website below for free.Today Cory helps families, educators, and advocates spot red flags, protect kids, and push for real reform—giving listeners the tools to understand and challenge the systems that endanger vulnerable youth.Corey Jentry is a strategic powerhouse at the intersection of healthcare innovation, luxury brand marketing, and organizational leadership. As Founder of The Asclepius Group and Jentry Consulting Services, Corey has spent over seven years architecting transformative growth strategies for clients across healthcare, education, and high-end automotive sectors.Corey's consulting portfolio includes elevating McLaren Beverly Hills to the #1 sales rank in North America, expanding psychiatric facility occupancy by 80%, and cultivating a 150+ member healthcare network that improved patient outcomes by 40% through AI-powered collaboration Corey's Sites:Websites: https://www.jentryconsultingservices.com/ https://www.coreyjentry.com/LinkedIn: https://www.linkedin.com/in/coreyrjentry/?trk=public_post_follow-view-profile OTR sites:Podcast Website: https://bobadleman.wixsite.com/otrmentalhealthReal Plus Community Ko-Fi.com/otrachieving Mail: OvertheRainbowbob@gmail.comFacebook: https://www.facebook.com/otrachievingmentalhealhfrInstagram: https://www.instagram.com/over_the_rainbow_achieving X: https://twitter.com/overtherain1bowYouTube Channel: https://www.youtube.com/channel/UChEYTddPDUaiZbFliit1r5Q LinkedIn: https://www.linkedin.com/in/robert-adleman/This podcast uses the following third-party services for analysis: Podder - https://www.podderapp.com/privacy-policyPodtrac - https://analytics.podtrac.com/privacy-policy-gdrp

Dr Tapani Rinta-Kahila is Senior Lecturer of Business Information Systems at The University of Queensland and Esko Penttinen is an associate Professor at Aalto University School of Business. Dr Tapani Rinta-Kahila and Esko Penttinen worked collaboratively on the landmark study, "The Vicious Circles of Skill Erosion: A Case Study of Cognitive Automation" and they offer different perspectives on the issue of technology-driven skill erosion in the workforce. I caught up with them to find more about this. Tapani Rinta-Kahila and Esko Penttinen talk about their background, skillsets, their paper, context and more. More about Dr Tapani Rinta-Kahila and Esko Penttinen: Dr Tapani Rinta-Kahila is a Senior Lecturer of Business Information Systems and an ARC DECRA Fellow at The University of Queensland Business School. He holds a doctoral degree from Aalto University School of Business, where he wrote an award-winning dissertation on the decommissioning of organisational information systems. Esko Penttinen is Associate Professor (tenured) in Information Systems at Aalto University School of Business. Esko holds a D.Sc. in Information Systems Science and a M.Sc. in Economics from Helsinki School of Economics. Esko's research helps organisations understand the intricacies related to the implementation of various forms of artificial intelligence, harnessing its benefits and avoiding the pitfalls. Esko is an avid student of the interplay between humans and machines, curious to generate insights on how to coordinate work tasks efficiently between the two. See more podcasts here.

Allie exposes Texas' rebranded Islamic enclave “The Meadow” — formerly EPIC City — warning of Sharia's creeping dominance in America. She contrasts Islam's conquest ideology with Christianity's gospel of peace, urging bold resistance without fear. Allie also brings attention to the 10-year anniversary of the Bataclan Massacre in France. And amid darkness, Christian music surges, reshaping culture with musicians like Forrest Frank and Brandon Lake. And we also take a look at the shift in priorities between conservatives and progressive men and women when it comes to getting married and raising a family. Even Kelsea Ballerini knows what's going on, as her new single "I Sit in Parks" strikes a chord with women who fell for feminism. Join us to reject toxic empathy, stand for biblical truth, and celebrate God's unstoppable redemption plan. Buy Allie's book "Toxic Empathy: How Progressives Exploit Christian Compassion": https://www.toxicempathy.com --- Timecodes: (00:00) Introduction (04:30) The Texas Muslim-Only Compound Rebrands (32:30) A Biblical Response to Islam (40:00) Bataclan Massacre (49:30) The Rise of Christian Music (53:45) Kelsea Ballerini's New Song (01:00:30) Priorities of Young Men & Women --- Today's Sponsors: A'del — Try A'del's hand-crafted, artisan, small-batch cosmetics and use promo code ALLIE 25% off your first time purchase at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠AdelNaturalCosmetics.com⁠⁠⁠ Good Ranchers — Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠GoodRanchers.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and subscribe to any of their boxes (but preferably the Allie Beth Stuckey Box) to get free Waygu burgers, hot dogs, bacon, or chicken wings in every box for life. Plus, you'll get $40 off when you use code ALLIE at checkout. Hillsdale College — Hillsdale College is offering more than 40 free online courses they offer on History, Economics, Politics, Philosophy, and more, all available for FREE. Go to Hillsdale.edu/Relatable⁠⁠⁠⁠⁠ to enroll. Seven Weeks Coffee — Save up to 25% with promo code 'ALLIE' & get up to four FREE gifts this Christmas season: ⁠⁠ SevenWeeksCoffee.com Pre-Born — Will you help rescue babies' lives? Donate by calling #250 & say keyword 'BABY' or go to ⁠⁠⁠⁠PreBorn.com/ALLIE⁠⁠⁠⁠. Keksi Cookies — Send a taste of home this holiday season with Keksi: soft, thick, handcrafted cookies made with the best ingredients. Keksi ships nationwide! Order yours at Keksi.com with code ALLIE15 for 15% off. --- Episodes you might like: Ep 1255 | Jihad vs. Jesus: Islam's Plan to Conquer Christian America | Raymond Ibrahim https://podcasts.apple.com/us/podcast/relatable-with-allie-beth-stuckey/id1359249098?i=1000732327165 Ep 1223 | The Forrest Frank Formula: Why Christian Music is Trending | Dr. Raymond Lynch https://podcasts.apple.com/us/podcast/ep-1223-the-forrest-frank-formula-why-christian-music/id1359249098?i=1000719536332 Ep 1115 | Islam Taught Her to Hate Christians — Then She Became One | Guest: Lily Meschi ⁠https://podcasts.apple.com/us/podcast/ep-1115-islam-taught-her-to-hate-christians-then-she/id1359249098?i=1000680609640 --- Buy Allie's book "You're Not Enough (& That's Okay): Escaping the Toxic Culture of Self-Love": https://www.alliebethstuckey.com   Relatable merchandise – use promo code 'ALLIE10' for a discount: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://shop.blazemedia.com/collections/allie-stuckey⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

How is your brain like an ant colony? They both use simple parts following simple rules which allows the whole to be so much more than the sum of the parts. Listen as neuroscientist and author Gaurav Suri explains how the mind emerges from the neural network of the brain, why habits form, why intuition often knows before language does, and why our post-hoc explanations can mislead us. The conversation then grapples with free will and responsibility without mysticism. Ultimately, Suri remains in awe of the emergent mind and at the end of the conversation makes the case for the essential importance of kindness and forgiveness.

In the first of a two-part episode presenting our 2026 outlooks, Chief Global Cross-Asset Strategist Serena Tang has Chief Global Economist Seth Carpenter explain his thoughts on how economies around the world are expected to perform and how central banks may respond.Read more insights from Morgan Stanley.----- Transcript -----Serena Tang: Welcome to Thoughts on the Market. I'm Serena Tang, Morgan Stanley's Chief Global Cross-Asset Strategist. Seth Carpenter: And I'm Seth Carpenter, Morgan Stanley's Global Chief Economist. Serena Tang: So today and tomorrow, a two-part conversation on Morgan Stanley's year ahead outlook. Today, we'll focus on the all-important macroeconomic backdrop. And tomorrow, we'll be back with our views on investing across asset classes and markets. Serena Tang: It's Monday, November 17th at 10am in New York. So, Seth, 2025 has been a year of transition. Global growth slowed under the weight of tariffs and policy uncertainty. Yet resilience in consumer spending and AI driven investments kept recession fears at bay. Your team has published its economic outlook for 2026. So, what's your view on global growth for the year ahead? Seth Carpenter: We really think next year is going to be the global economy slowing down a little bit more just like it did this year, settling into a slower growth rate. But at the same time, we think inflation is going to keep drifting down in most of the world. Now that anodyne view, though, masks some heterogeneity around the world; and importantly, some real uncertainty about different ways things could possibly go. Here in the U.S., we think there is more slowing to come in the near term, especially the fourth quarter of this year and the beginning of next year. But once the economy works its way through the tariffs, maybe some of the lagged effects of monetary policy, we'll start to see things pick up a bit in the second half of the year. China's a different story. We see the really tepid growth there pushed down by the deflationary spiral they've been in. We think that continues for next year, and so they're probably not quite going to get to their 5 percent growth target. And in Europe, there's this push and pull of fiscal policy across the continent. There's a central bank that thinks they've achieved their job in terms of inflation, but overall, we think growth there is, kind of, unremarkable, a little bit over 1 percent. Not bad, but nothing to write home about at all. So that's where we think things are going in general. But I have to say next year, may well be a year for surprises. Serena Tang: Right. So where do you see the biggest drivers of global growth in 2026, and what are some of the key downside risks? Seth Carpenter: That's a great question. I really do think that the U.S. is going to be a real key driver of the story here. And in fact – and maybe we'll talk about this later – if we're wrong, there's some upside scenarios, there's some downside scenarios. But most of them around the world are going to come from the U.S. Two things are going on right now in the U.S. We've had strong spending data. We've also had very, very weak employment data. That usually doesn't last for very long. And so that's why we think in the near term there's some slowdown in the U.S. and then over time things recover. We could be wrong in either direction. And so, if we're wrong and the labor market sending the real signal, then the downside risk to the U.S. economy – and by extension the global economy – really is a recession in the U.S. Now, given the starting point, given how low unemployment is, given the spending businesses are doing for AI, if we did get that recession, it would be mild. On the other hand, like I said, spending is strong. Business spending, especially CapEx for AI; household spending, especially at the top end of the income distribution where wealth is rising from stocks, where the liability side of the balance sheet is insulated with fixed rate mortgages. That spending could just stay strong, and we might see this upside surprise where the spending really dominates the scene. And again, that would spill over for the rest of the world. What I don't see is a lot of reason to suspect that you're going to get a big breakout next year to the upside or the downside from either Europe or China, relative to our baseline scenarios. It could happen, but I really think most of the story is going to be driven in the U.S. Serena Tang: So, Seth, markets have been focused on the Fed, as it should. What is the likely path in 2026 and how are you thinking about central bank policy in general in other regions? Seth Carpenter: Absolutely. The Fed is always of central importance to most people in markets. Our view – and the market's view, I have to say, has been evolving here. Our view is that the Fed's actually got a few more rate cuts to get through, and that by the time we get to the middle of next year, the middle of 2026, they're going to have their policy rate down just a little bit above 3 percent. So roughly where the committee thinks neutral is. Why do we think that? I think the slowing in the labor market that we talked about before, we think there's something kind of durable there. And now that the government shutdown has ended and we're going to start to get regular data prints again, we think the data are going to show that job creation has been below 50,000 per month on average, and maybe even a few of them are going to get to be negative over the next several months. In that situation, we think the Fed's going to get more inclination to guard against further deterioration in the labor market by keeping cutting rates and making sure that the central bank is not putting any restraint on the economy. That's similar, I would say, to a lot of other developed markets' central banks. But the tension for the ECB, for example, is that President Lagarde has said she thinks; she thinks the disinflationary process is over. She thinks sitting at 2 percent for the policy rate, which the ECB thinks of as neutral, then that's the right place for them to be. Our take though is that the data are going to push them in a different direction. We think there is clearly growth in Europe, but we think it's tepid. And as a result, the disinflationary process has really still got some more room to run and that inflation will undershoot their 2 percent target, and as a result, the ECB is probably going to cut again. And in our view, down to about 1.5 percent. Big difference is in Japan. Japan is the developed market central bank that's hiking. Now, when does that happen? Our best guess is next month in December at the policy meeting. We've seen this shift towards reflation. It hasn't been smooth, hasn't been perfectly linear. But the BoJ looks like they're set to raise rates again in December. But the path for inflation is going to be a bit rocky, and so, they're probably on hold for most of 2026. But we do think eventually, maybe not till 2027, they get back to hiking again – so that Governor Ueda can get the policy rate back close to neutral before he steps down. Serena Tang: So, one of the main investor debates is on AI. Whether it's CapEx, productivity, the future of work. How is that factoring into your team's view on growth and inflation for the next year? Seth Carpenter: Yeah, I mean that is absolutely a key question that we get all the time from investors around the world. When I think about AI and how it's affecting the economy, I think about the demand side of the economy, and that's where you think about this CapEx spending – building data centers, buying semiconductors, that sort of thing. That's demand in the economy. It's using up current resources in the economy, and it's got to be somewhat inflationary. It's part of what has kept the U.S. economy buoyant and resilient this year – is that CapEx spending. Now you also mentioned productivity, and for me, that's on the supply side of the economy. That's after the technology is in place. After firms have started to adopt the technology, they're able to produce either the same amount with fewer workers, or they're able to produce more with the same amount of workers. Either way, that's what productivity means, and it's on the supply side. It can mean faster growth and less inflation. I think where we are for 2026, and it's important that we focus it on the near term, is the demand side is much more important than the supply side. So, we think growth continues. It's supported by this business investment spending. But we still think inflation ends 2026, notably above the Fed's inflation target. And it's going to make five, five and a half years that we've been above target. Productivity should kick in. And we've written down something close to a quarter percentage point of extra productivity growth for 2026, but not enough to really be super disinflationary. We think that builds over time, probably takes a couple of years. And for example, if we think about some of the announcements about these data centers that are being built, where they're really going to unleash the potential of AI, those aren't going to be completed for a couple of years anyway. So, I think for now, AI is dominating the demand side of the economy. Over the next few years, it's going to be a real boost to the supply side of the economy. Serena Tang: So that makes a lot of sense to me, Seth. But can you put those into numbers? Seth Carpenter: Sure, Serena totally. In numbers, that's about 3 percent growth. A little bit more than that for global GDP growth on like a Q4-over-Q4 basis. But for the U.S. in particular, we've got about 1.75 percent. So that's not appreciably different from what we're looking for this year in 2025. But the number really, kind of, masks the evolution over time. We think the front part of the year is going to be much weaker. And only once we get into the second half of next year will things start to pick up. That said, compared to where we were when we did the midyear outlook, it's actually a notable upgrade. We've taken real signal from the fact that business spending, household spending have both been stronger than we think. And we've tried to add in just a little bit more in terms of productivity growth from AI. Layer on top of that, the Fed who's been clearly willing to start to ease interest rates sooner than we thought at the time of the mid-year outlook – all comes together for a little bit better outlook for growth for 2026 in the U.S. Serena Tang: Seth thanks so much for taking the time to talk. Seth Carpenter: Serena, it is always my pleasure to get to talk to you. Serena Tang: And thanks for listening. Please be sure to tune into the second half of our conversation tomorrow to hear how we're thinking about investment strategy in the year ahead. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.

Sitting-in for Thom Hartmann guest-host Jefferson Smith of the Democracy Nerd podcast asks with the corrupted governmental abuses of the Trump regime, does the justice system still work for ordinary people? Also we hear the voices of adult survivors of Jeffrey Epstein trafficking abuses in a new video. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

He's tested every limit of decency and democracy, and every time he does the GOP bends a little lower. At this point, the question isn't just about Trump's crimes; it's about their complicity…See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Roundup of the Week's Top Stories in Economics and FreedomHighest Layoffs in 22 YearsElon's $1 Trillion PaycheckTrump: End the FilibusterShutdown Ends. Taxpayers hardest hit.What the 50 Year Mortgage will do to Americans.Read the full article "Trump Unveils the 50 Year Mortgage" at https://www.profstonge.com/Visit our Sponsor: Monetary MetalsEarn 5% to 12% interest on your physical gold and silver, paid in physical gold and silver.Visit our Sponsor: CoinKiteProtect your Bitcoin with an Ultra-Secure Hardware WalletDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the show

On this episode of Crazy Wisdom, Stewart Alsop sits down with Terrence Yang to explore the US economy through the lens of federal net outlays, inflation, and growth, moving into China–US economic and military dynamics, the role of the dollar as a reserve currency, and how China's industrial and open-source AI strategies intersect with US innovation; they also get into Bitcoin's governance, Bitcoin Core maintainers, and what long-term digital scarcity means for money, security, and decentralization. To learn more about Terrence's work, you can find him on LinkedIn.Check out this GPT we trained on the conversationTimestamps00:00 Stewart and Terrence open with the US economy, federal net outlays, and why confidence matters more than doom narratives. 05:00 They compare debt-to-GDP, discuss budget surpluses, and how the US once grew out of large debt after WWII. 10:00 Terrence explains recurring revenue vs. one-time income, taxes, tariffs, and why sustainable growth is essential. 15:00 Conversation turns to China's strategy, industrial buildup, rare earths, and provincial debt vs. national positioning. 20:00 They explore military power, aircraft carriers, nuclear subs, and how hard power supports reserve currency status. 25:00 Discussion of AI competition among Google, OpenAI, Claude, and China's push for open-source standards. 30:00 Terrence raises concerns about open-source trust, model weights, and parallels with Bitcoin Core governance. 35:00 They examine maintainers, consensus rules, and how decentralization actually works in practice. 40:00 Terrence highlights Bitcoin as digital gold, its limits as money, and why volatility shapes adoption. 45:00 They close on unit of account, long-term holding strategies, and risks of panic selling during cycles.Key InsightsFederal net outlays reveal the real fiscal picture. Terrence Yang emphasizes that looking only at debt-to-GDP misses the deeper issue: the U.S. has run negative net outlays—more cash going out than coming in—for decades. He argues that sustainable recurring revenue, not one-time windfalls or asset sales, is what ultimately stabilizes a nation's finances.Confidence is an economic force of its own. Terrence warns that cultural pessimism can damage the U.S. more than high debt. Drawing parallels to Japan's post-1990 stagnation, he notes that when people stop taking risks, innovation slows and economies ossify. The U.S. thrives on risk-taking, immigration, and entrepreneurial experimentation—and needs to preserve that spirit.Inflation and growth are locked in a difficult balance. The conversation explores how current inflation remains above target while growth feels sluggish, creating a quasi-stagflation environment. Terrence questions whether the Federal Reserve should remain tied to a 2% target or adapt to new conditions, particularly when jobs and productivity remain uneven.China's economic strategy is broad, deliberate, and deeply practical. From inviting Western VCs in the 1990s to absorbing semiconductor know-how and refining rare earth materials, China built an industrial base that now rivals or surpasses U.S. manufacturing in many domains. Yet its provincial and real-estate debt highlight structural weaknesses beneath the surface.The U.S. dollar's dominance rests on military and institutional power. Terrence argues that reserve-currency status persists because the U.S. guarantees open trade routes and global security. Even countries with weak currencies prefer the dollar in black markets. Competitors like BRICS may want an alternative system, but replacing the dollar requires decades, not years.Open-source AI is becoming a geopolitical tool. China's strategy of flooding the world with strong, free, open-source models mirrors Linux's global influence. Terrence notes that trust and transparency matter, since open-source code still requires knowledgeable maintainers who can verify safety, intentions, and alignment. This dynamic is now a competitive front in the AI race.Bitcoin governance is both decentralized and fragile. Terrence explains that Bitcoin Core has very few maintainers and relies on a culture of trust, review, and distributed accountability. While Bitcoin works well as long-term “digital gold,” improvements are incremental, and the small number of developers poses systemic risks. He stresses that understanding governance—not just price—is crucial for anyone serious about Bitcoin's future.

Philip Nash's book Clare Boothe Luce: American Renaissance Woman (Routledge, 2022) is a concise and highly readable political biography that examines the life of one of the most accomplished American women of the 20th century. Wife and mother, author, editor, playwright, political activist, war journalist, Congresswoman, ambassador, pundit, and feminist—Luce did it all. Carefully placing Luce in a series of shifting historical contexts, this book offers the reader an insight into mid-century American political, cultural, gender, and foreign relations history. Eleven primary sources follow the text, including excerpts from Luce's diary, letters, speeches, and published works, as well as a TV talk-show appearance and a critic's diary entry describing an evening with her, helping readers to understand her fascinating life. Together, the narrative and documents afford readers a brief yet in-depth look at Luce with all her complications: glamorous intellectual, acid-tongued diplomat, and feminist conservative, she was a deeply flawed high-achiever who repeatedly challenged the entrenched sexism of her age to become a significant actor in the rise of the “American Century.” Addressing the neglect suffered by women in foreign relations history, this will be of interest to students and scholars of US foreign relations, 20th-century US history, and US women's history. Victoria Phillips is a Visiting Fellow at the London School of Economics in the Department of International History. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network

Philip Nash's book Clare Boothe Luce: American Renaissance Woman (Routledge, 2022) is a concise and highly readable political biography that examines the life of one of the most accomplished American women of the 20th century. Wife and mother, author, editor, playwright, political activist, war journalist, Congresswoman, ambassador, pundit, and feminist—Luce did it all. Carefully placing Luce in a series of shifting historical contexts, this book offers the reader an insight into mid-century American political, cultural, gender, and foreign relations history. Eleven primary sources follow the text, including excerpts from Luce's diary, letters, speeches, and published works, as well as a TV talk-show appearance and a critic's diary entry describing an evening with her, helping readers to understand her fascinating life. Together, the narrative and documents afford readers a brief yet in-depth look at Luce with all her complications: glamorous intellectual, acid-tongued diplomat, and feminist conservative, she was a deeply flawed high-achiever who repeatedly challenged the entrenched sexism of her age to become a significant actor in the rise of the “American Century.” Addressing the neglect suffered by women in foreign relations history, this will be of interest to students and scholars of US foreign relations, 20th-century US history, and US women's history. Victoria Phillips is a Visiting Fellow at the London School of Economics in the Department of International History. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/history

Michael sits down with NYT's Journalist Andrew Ross Sorkin to discuss his riveting new book, "1929: Inside the Greatest Crash in Wall Street History--and How It Shattered a Nation," a narrative dive into the personalities, excess, and miscalculations that fueled the most infamous market crash in history. From Jesse Livermore's billion-dollar bet to the birth of American credit culture—and even Winston Churchill's front-row seat—Sorkin reveals surprising parallels to today's AI-driven boom. A conversation packed with history, cautionary lessons, and unforgettable stories. Original air date 17 November 2025. The book was published on 14 October 2025. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of Mark & Pete, the boys tackle three stories that prove the world has not yet learned to behave itself. First up: Donald Trump threatens to sue the BBC for billions after an edited clip of his January 6th speech sparks outrage and accusations of media misconduct. We explore what's actually happened, the legal reality behind defamation claims, and why this case matters far beyond the headlines — touching on truth, trust, and the strange modern dance between politicians and broadcasters. Then we head to The Barking Dog, where a pub quiz team has been caught cheating with smartwatches and phones, raising the eternal British question: is nothing sacred, not even general knowledge and the picture round? Mark and Pete unpack how technology, temptation, and a desire to win three pints of lager collide in one very British scandal. Finally, we go global with banana-related trade drama, as U.S. tariffs shift again, affecting countries like Guatemala and Ecuador.Become a supporter of this podcast: https://www.spreaker.com/podcast/mark-and-pete--1245374/support.Supporters get updates on new projects and hot takes on the latest news plus Mark and Pete Extra  in depth commentary episodes and Mark and Pete vs AI  comedy episodes. All right here in this podcast feed.  Thank you for your support, welcome to the community.

The Consumer Price Index for October was not released due to the government shutdown. Will the report ever see the light of day? And are there ways to calculate Valley inflation that don't involve this report? Sounds like it's Money Monday once again, and Associate Economics Professor Evan Taylor of the Universtiy of Arizona joined the show to break down these questions. He joins every Monday for Money Monday at 5:45  am. 

Responding to  @TimcastIRL  and  @The_Crucible  after they aired a segment on my plural family, linked below.Should Polygamist Families be Welcome at Church? - https://richtidwell.com/should-polygamist-families-be-welcome-at-church/A Letter to the Anglican Church: https://bit.ly/PolygynyLetterOn Plural Marriage: https://richtidwell.com/on-plural-marriage/The Mia & Heis Saga: https://richtidwell.com/mia-and-heis/St. Augustine, On The Good of Marriage: https://www.newadvent.org/fathers/1309.htm"Andrew Wilson Slams Protestant Pastor For Saying Polygamy Is Biblical" - https://www.youtube.com/watch?v=9CPYbTjcUhgSTUDIES- Birthrates: https://x.com/richtidwell/status/1989109694481170715- London School of Economics and Political Science: https://www.lse.ac.uk/news/new-study-challenges-claim-polygyny-drives-men-to-civil-war- PNAS polygamy study: https://www.pnas.org/doi/10.1073/pnas.2508091122- Females outnumber men: https://www.medicaldaily.com/female-population-has-always-outnumbered-males-historically-according-our-genes-304428- More Christian women in US then men: https://www.pewresearch.org/religious-landscape-study/gender-composition/woman/- More women in the Church than men: https://www.ncls.org.au/articles/why-are-women-more-religious-than-men/

In this episode, I talk with Julia Middleton, founder of Women Emerging, about how women everywhere are redefining what it means to lead. Julia shares how her global “expeditions” help women discover their own authentic way of leading and introduces her Four E's framework — Essence, Elements, Expression, and Energy. We explore why traditional models of leadership don't always fit women, how to lead in alignment with who you are, and the courage it takes to lead your way in systems not designed for you.

Philip Nash's book Clare Boothe Luce: American Renaissance Woman (Routledge, 2022) is a concise and highly readable political biography that examines the life of one of the most accomplished American women of the 20th century. Wife and mother, author, editor, playwright, political activist, war journalist, Congresswoman, ambassador, pundit, and feminist—Luce did it all. Carefully placing Luce in a series of shifting historical contexts, this book offers the reader an insight into mid-century American political, cultural, gender, and foreign relations history. Eleven primary sources follow the text, including excerpts from Luce's diary, letters, speeches, and published works, as well as a TV talk-show appearance and a critic's diary entry describing an evening with her, helping readers to understand her fascinating life. Together, the narrative and documents afford readers a brief yet in-depth look at Luce with all her complications: glamorous intellectual, acid-tongued diplomat, and feminist conservative, she was a deeply flawed high-achiever who repeatedly challenged the entrenched sexism of her age to become a significant actor in the rise of the “American Century.” Addressing the neglect suffered by women in foreign relations history, this will be of interest to students and scholars of US foreign relations, 20th-century US history, and US women's history. Victoria Phillips is a Visiting Fellow at the London School of Economics in the Department of International History. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/biography

Sitting-in for Thom Hartmann guest-host Jefferson Smith of the Democracy Nerd podcast asks that we have to reestablish some sense of shared morality in America. What is worth talking about with our relatives at Thanksgiving? The coalition of corruption and self-dealing has to lose for the sake of the continued future of the country.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.