Social science that analyzes the production, distribution, and consumption of goods and services
POPULARITY
Categories
Today we're all getting smarter about some of the economic and political terms dominating the headlines these days. Terms like “authoritarianism” and “state capitalism” that have been hotly debated during the second Trump administration. Plus, “stagflation” and other vocabulary words our listeners have been curious about. With some help from experts, Kimberly breaks them all down. Here's everything we talked about today:"Why journalists are reluctant to call Trump an authoritarian – and why that matters for democracy" from The Conversation"What do we call the Trump administration's economic interventions?" from Marketplace"The U.S. Marches Toward State Capitalism With American Characteristics" from The Wall Street Journal"Trump's Latest Trade Deals Raise More Questions Than Answers and Harm America's Future" from the Center for American Progress"Supreme Court Agrees to Review Trump's Sprawling Tariffs" from The New York Times"What Is Stagflation, What Causes It, and Why Is It Bad?" from Investopedia"Are Donald Trump's tariffs the new sanctions?" from Stanford UniversityJoin us tomorrow for “Economics on Tap.” The YouTube livestream starts at 3:30 p.m. Pacific time, 6:30 p.m. Eastern.
Diving into the history of Morgan Stanley's first bond deal, our Head of Corporate Credit Research Andrew Sheets explains the value of high-quality corporate bonds.Read more insights from Morgan Stanley.----- Transcript ----- Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research at Morgan Stanley. Today, a look at the first bond that Morgan Stanley helped issue 90 years ago and what it might tell us about market uncertainty. It's Thursday, October 9th at 4pm in London. In times of uncertainty, it's common to turn to history. And this we think also applies to financial markets. The Great Depression began roughly 95 years ago. Of its many causes, one was that the same banks that were shepherding customer deposits were also involved in much riskier and more volatile financial market activity. And so, when the stock market crashed, falling over 40 percent in 1929, and ultimately 86 percent from a peak to a trough in 1932, unsuspecting depositors often found their banks overwhelmed by this market maelstrom. The Roosevelt administration took office in March of 1933 and set about trying to pick up the pieces. Many core aspects that we associate with modern financial life from FDIC insurance to social security to the somewhat unique American 30-year mortgage rose directly out of policies from this administration and the financial ashes of this period. There was also quite understandably, a desire to make banking safer. And so the Glass Steagall Act mandated that banks had a choice. They could either do the traditional deposit taking and lending, or they could be active in financial market trading and underwriting. In response to these new separations, Morgan Stanley was founded 90 years ago in 1935 to do the latter. It was a very uncertain time. The U.S. economy was starting to recover under President Roosevelt's New Deal policies, but unemployment was still over 17 percent. Europe's economy was struggling, and the start of the Second World War would be only four years away. The S&P Composite Equity Index, which currently sits at a level of around 6,700, was at 12. It was into this world that Morgan Stanley brought its first bond deal, a 30-year corporate bond for a AA rated U.S. utility. And so, listeners, what do you think that that sort of bond yielded all those years ago? Luckily for us, the good people at the Federal Reserve Bank of St. Louis digitized a vast array of old financial newspapers. And so, we can see what the original bond yielded in the announcement. The first bond, Morgan Stanley helped issue with a 30-year maturity and a AA rating had a yield of just 3.55 percent. That was just 70 basis points over what a comparable U.S. treasury bond offered at the time. Anniversaries are nice to celebrate, but we think this example has some lessons for the modern day. Above anything, it's a clear data point that even in very uncertain economic times, high quality corporate bonds can trade at very low spreads – much lower than one might intuitively expect. Indeed, the extra spread over government bonds that investors required for a 30-year AA rated utility bond 90 years ago, in the immediate aftermath of the Great Depression is almost exactly the same as today. It's one more reason why we think we have to be quite judicious about turning too negative on corporate credit too early, even if the headline spreads look low. Thank you as always for your time. If you find Thoughts on the Market useful, let us know by leaving a review wherever you listen. And also, please tell a friend or colleague about us today.
Today we're all getting smarter about some of the economic and political terms dominating the headlines these days. Terms like “authoritarianism” and “state capitalism” that have been hotly debated during the second Trump administration. Plus, “stagflation” and other vocabulary words our listeners have been curious about. With some help from experts, Kimberly breaks them all down. Here's everything we talked about today:"Why journalists are reluctant to call Trump an authoritarian – and why that matters for democracy" from The Conversation"What do we call the Trump administration's economic interventions?" from Marketplace"The U.S. Marches Toward State Capitalism With American Characteristics" from The Wall Street Journal"Trump's Latest Trade Deals Raise More Questions Than Answers and Harm America's Future" from the Center for American Progress"Supreme Court Agrees to Review Trump's Sprawling Tariffs" from The New York Times"What Is Stagflation, What Causes It, and Why Is It Bad?" from Investopedia"Are Donald Trump's tariffs the new sanctions?" from Stanford UniversityJoin us tomorrow for “Economics on Tap.” The YouTube livestream starts at 3:30 p.m. Pacific time, 6:30 p.m. Eastern.
As Americans lose faith in capitalism, Trump's economic nationalism looks less like free enterprise and more like state control…See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Will Christian Nationalists succeed in making their personal religion the law of the land? Will abortion one day be met with the death penalty- or merely huge fines and prison time?Plus - Thom reads from "If God is Love, Don't Be a Jerk" by by John Pavlovitz.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Dr. Ranjay Gulati discusses how to resource yourself for courageous action during times of uncertainty.— YOU'LL LEARN — 1) The critical question to ask when you're feeling fear2) The six resources of courageous people3) The simple mental shift that leads to braver actionsSubscribe or visit AwesomeAtYourJob.com/ep1100 for clickable versions of the links below. — ABOUT RANJAY — Ranjay Gulati is the Paul R. Lawrence MBA Class of 1942 Professor of Business Administration at Harvard Business School. His pioneering work focuses on unlocking organizational and individual potential—embracing courage, nurturing purpose-driven leaders, driving growth, and transforming businesses. He is the recipient of the 2024 CK Prahalad Award for Scholarly Impact on Practice and was ranked as one of the top ten most cited scholars in Economics and Business over a decade by ISI-Incite. The Economist, Financial Times, and the Economist Intelligence Unit have listed him as among the top handful of business school scholars whose work is most relevant to management practice. He is a Thinkers50 top management scholar, speaks regularly to executive audiences, and serves on the board of several entrepreneurial ventures. He holds a PhD from Harvard University and a Master's degree from MIT. He is the author of Deep Purpose (2022) and How to be Bold (2025), both published by Harper Collins. He lives in Newton, Massachusetts with his wife and two children.• Book: How to Be Bold: The Surprising Science of Everyday Courage• LinkedIn: Ranjay Gulati• Website: RanjayGulati.com— RESOURCES MENTIONED IN THE SHOW — • Book: The Power of Story: Change Your Story, Change Your Destiny in Business and in Life by Jim Loehr— THANK YOU SPONSORS! — • Strawberry.me. Claim your $50 credit and build momentum in your career with Strawberry.me/Awesome• Vanguard. Give your clients consistent results year in and year out with vanguard.com/AUDIO• Quince. Get free shipping and 365-day returns on your order with Quince.com/AwesomeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Another major central bank panicked today into a 50 bps rate cut, just as markets have been predicting. Not only that, officials at that bank said they're ready for more as ultra-low rates are back within reach already. The Pringles can is far from empty even though central banks around the world would like you to believe they are in a good place. On the contrary, rate cuts really are like pringles – once central bankers start they're finding everywhere they can't stop. Eurodollar University's Money & Macro AnalysisThis is all exactly why Eurodollar University is holding a webinar on Tuesday October 14, at 6pm ET. To help you begin to unlearn the garbage that Economics has taught you and the financial media keeps repeating day after day after day. We're going to dive into the hidden story, really the hidden truth of interest rates to uncover the wealth of information they contain which is otherwise inaccessible to you and everyone else thanks to Economics and central banks. https://webinar.eurodollar-university.com/home---------------------------------------------------------------------------------------------------------------------In a world where markets swing on every headline, focus matters. That's why Eurodollar University offers One Big Weekly Theme — a disciplined, thematic analysis you can count on. If you don't have the time to go all the way to the depth of Eurodollar University's comprehensive Deep Dive Analysis and want the next best thing, One Big Weekly Theme is for you. https://eurodollaruniversity.substack.com---------------------------------------------------------------------------------------------------------------------https://eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU
A shutdown of the US government races myriad questions, particularly what economic impacts might be felt in the near-term and the bigger picture puzzle of how to assess the state of the economy when public data from government statistical agencies is delayed or unavailable. This week, we take a deep dive on those questions, with a focus on the September US CPI release as a test case for how to think about and use alternative data sets. We are joined by PriceStats co-founder Alberto Cavallo, global head of macro strategy Michael Metcalfe and senior strategist Noel Dixon for a wide-ranging discussion of the shutdown and how alternative data can complement public data.See omnystudio.com/listener for privacy information.
Episode Summary: In this episode, Benoy Thanjan sits down with Sandhya Murali, Co-Founder & CEO of Solstice, and Sam Cote, Account Executive, to discuss the launch of Solstice's groundbreaking Community Solar Benefit REC program. It is an innovative structure that channels corporate sustainability investments directly into underserved communities. The program debuted in 2024 with Microsoft as one of the first pilot customers, marking a new chapter where renewable-energy credits fund measurable social and economic impact. Sandhya and Sam share how this approach lets corporations, developers, and municipalities align ESG goals with local benefits, promote equitable clean-energy access, and strengthen the connection between clean power and social outcomes. 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. Sandhya Murali Co-Founder & CEO Responsible for finances, product development, solar developer relationships, and financial inclusion. Sandhya began her career in Barclays' investment banking division in New York and London, advising on and executing public equity transactions for Technology, Media and Telecom companies, and was also deeply involved in Barclays Philanthropy. Her volunteer work included Endeavor, Women's World Banking, and Barclays' Social Innovation Fund. During graduate school, Sandhya worked at Buen Power Peru, a for-profit social enterprise that distributes solar lamps and water heaters to off-grid communities in Peru. She holds a BBA from the University of Michigan and an MBA from the MIT Sloan School of Management, where she received the Sustainability Certificate. Sam Cote Enterprise Account Executive Sam Cote is an Account Executive at Solstice, connecting the benefits of renewable energy to underserved communities through community solar and clean energy procurement. A former journalist who pivoted her career to focus on social and environmental impact, she is a talented project manager and communicator who drives strategic projects for community benefit. In her startup career, she's supported revenue diversification through business plan development and implementation and subsequent new product sales, she's previously been responsible for fundraising, managing acquisition and post-merger integration processes, contracting, grant-writing, and full-cycle recruiting – among other demands of supporting a hybrid social enterprise. Sam is proudly from the great state of Maine and a graduate of Boston University with a B.S. in Broadcast Journalism. Stay Connected: Benoy Thanjan Email: info@reneuenergy.com LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com Sandhya Murali Linkedin: https://www.linkedin.com/in/sandhyamurali/ Website: https://solstice.us/ Sam Cote Linkedin: https://www.linkedin.com/in/samcotesolar/ Website: https://solstice.us/ Previous episodes of the Solar Maverick Podcast with Solstice https://solarmaverick.podbean.com/e/smp-158-how-solstice-differiates-from-other-customer-acquisiton-and-management-company/ https://podcasts.apple.com/us/podcast/solar-maverick-podcast/id1441876259?i=1000516940347
Dave Smith brings you the latest in politics! On this episode of Part Of The Problem, Dave is joined by Nick Fuentes! They talk about each of their feelings about Donald Trump, current cultural divides, Nick's previous statements about Dave on his show, reflections on January 6th, and so much more.Support Our Sponsors:CrowdHealth - https://www.joincrowdhealth.com/promos/potpMonetary Metals - https://www.monetary-metals.com/potp/Moink - https://www.moinkbox.com/potpBodyBrain - Go to BodyBrainCoffee.com, use code DAVE20 for 20% off your first orderPart 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.
If you've been shopping lately, you've probably noticed — clothes cost a lot more than they used to. Inflation has hit fashion hard, but the quality? Not so much. From fast fashion to high-end brands, shoppers are wondering: why are we paying more for pieces that don't seem to last?To help us make sense of it all — and learn how to shop smarter — I'm joined by stylist Amy Salinger, founder of StyleMethod®. (Catch me on her podcast!)Self-taught and style-obsessed, Amy built her career on the belief that great style isn't innate — it's intentional. Her signature method has helped hundreds of clients align how they look with who they truly are, across all body types, lifestyles, and life stages. After more than a decade working one-on-one with clients in New York City, she took her business fully online, bringing expert styling support to high-achieving people everywhere.Through StyleMethod®, Amy helps clients reclaim their reflection — with shoulders back, chin up, and confidence fully activated. Because as she puts it, great style isn't about trends or impressing others — it's about showing up for yourself.Today, we'll talk about the real reasons fashion prices have skyrocketed, how to think about cost per wear, and Amy's best tips for saving money on style — from end-of-season sales to discount treasure hunts and wardrobe investments that actually pay off. Hosted on Acast. See acast.com/privacy for more information.
An extended U.S. government shutdown raises the risk for weaker growth potential. Our Global Head of Fixed Income Research and Public Policy Strategy Michael Zezas suggests key checkpoints that investors should keep in mind.Read more insights from Morgan Stanley.----- Transcript ----- Welcome to Thoughts on the Market. I'm Michael Zezas, Global Head of Fixed Income Research and Public Policy Strategy.Today: Three checkpoints we're watching for as the U.S. government shutdown continues. It's Wednesday, October 8th at 10:30am in New York. The federal government shutdown in the United States has crossed the one week mark. But if you're watching the markets, you might be surprised at how calm everything seems. Stocks are steady. Bond yields haven't moved much, and volatility's low. It's more or less the scenario my colleague Ariana and I had talked about in anticipation of the impasse in Washington. We'd noted the potential for uncertainty for investors and market reaction depending on how long the shutdown would last. So that raises a big question: what, if anything, about this government shutdown could shake investor confidence and start moving markets? The question is worth considering. Prediction markets now suggest the most likely outcome is that the government shutdown will not end for at least another week. And as we've seen in past shutdowns, the longer it drags on, the more likely it is to matter. That's because risks to the economic outlook start to accumulate, and investors eventually have to start pricing in a weaker growth outlook. There's a few checkpoints we're watching for – for when investors might start feeling this way. First, the missed paycheck for furloughed federal workers. The first instance of this comes in a few days. Less pay naturally means less spending. Studies suggest that spending among affected workers can drop by two to four percent during a shutdown. That's not huge for GDP at first; but it's a sign the shutdown is having effects beyond Washington, DC. Second, this time might be different because of potential layoffs. The administration has hinted that agencies could move to permanently cut staff — something we haven't seen before. Unions have already said they'd challenge that in court. But if those actions start, or even if legal uncertainty grows around them, it could raise the economic stakes. Third, we're watching for real disruptions to economic activity resulting from the shutdown. The last shutdown ended when air traffic in New York was curtailed due to a shortage of air traffic controllers. We're already seeing substantial air traffic delays across the country. More substantial delays or ground halts obviously impede economic activity related to travel. And if such actions don't coincide with signals from DC of progress in negotiating a bill to reopen the government, investors' concern could grow. So here's the bottom line: markets may be right to stay calm — for now. But the longer this shutdown lasts, the more likely one of these pressure points pushes investors to rethink their optimism. Thanks for listening. If you enjoy Thoughts on the Market, please leave us a review and tell your friends about the podcast. We want everyone to listen.
This episode is brought to you by Cured Nutrition, Strong Coffee Company and Timeline Nutrition. In this powerful and timely episode of Ever Forward Radio, Chase sits down with Louisiana State Senator Patrick McMath, Chairman of the Senate Health and Welfare Committee, to discuss a growing national movement around children's health, school nutrition, and public policy reform. Senator McMath dives deep into his groundbreaking Senate Bill 14 (Act 463)—a first-of-its-kind initiative to limit artificial dyes, additives, and sweeteners in school meals, introduce QR code ingredient transparency, and improve the overall nutritional standards in Louisiana schools. What began as a personal journey to restore his family's health evolved into a statewide wellness movement—and a national example of how policy can reshape public health from the ground up. Together, Chase and Patrick explore the intersection of wellness, politics, and personal responsibility, how chaos can lead to reform, and why the Make America Healthy Again (MAHA) movement is transforming how we think about food and children's well-being. ----- In this episode we discuss... 02:00 – Meet Senator Patrick McMath 04:45 – From Infrastructure to Health Care Reform 08:40 – Louisiana's Health Crisis 11:15 – A Personal Wake-Up Call: His Wife's Health Journey 13:45 – The Book That Changed Everything: End of Cravings 17:20 – From Family Health to Public Policy 20:00 – Children, Schools, and the MAHA Movement 27:20 – The “Maha Moms” and Grassroots Advocacy 33:00 – What SB 14 Actually Does 37:00 – Learning from Other States & Building Momentum 41:00 – Forcing Big Food to the Table 46:00 – Transparency, QR Codes, and What's Next 50:00 – The Economics of Healthy Change 54:30 – Good Chaos: Disrupting for Progress 59:10 – Profits vs. Public Health 1:05:00 – The SNAP Program and Coca-Cola's Pushback 1:10:00 – Public Engagement & The Power of the People 1:13:00 – How Podcasts Drive Change 1:17:00 – Rapid Fire: Prevention, Education, and Chronic Disease 1:19:30 – His Decade Wish: Eradicating Cancer & Autism's Rise 1:21:00 – Politics Meets Wellness 1:24:10 – Ever Forward ----- Episode resources: 20% off Flow and Serenity gummies with at https://www.CuredNutrition.com/everforward 15% off Coffee Booster with code CHASE at https://www.StrongCoffeeCompany.com FREE 3-day sample of MitoPure gummies with Urolithin A at https://www.Timeline.com/everforwardsample Watch and subscribe on YouTube Learn more at PatrickMcMath.com
How to decide when to invest in municipal bonds versus new tax-efficient bond ETFs that don't invest in munis.We analyze several newer ETFs that earn bond-like returns while avoiding paying taxable income distributions.SponsorsClaude.ai - Sign up for Claude today and get 50% off Claude ProDelete Me – Use code David20 to get 20% offInvestments MentionedVanguard Tax-Exempt Bond ETF (VTEB)iShares 7-10 Year Treasury Bond ETF (IEF)JPMorgan Ultra-Short Municipal Income ETF (JMST)Alpha Architect 1-3 Month Box ETF (BOXX)F/m Compoundr U.S. Aggregate Bond ETF (CPAG)F/m Compoundr High Yield ETF (CPHY)NEOS Enhanced Income Aggregate Bond ETF (BNDI)NEOS Enhanced Income 1–3 Month T-Bill ETF (CSHI)Show NotesUS municipal bond defaults and recoveries, 1970-2022 by Moody's Investor Service—FidelityFive Reasons Municipals Have Rarely Defaulted by Matthew Norton—Bernstein470 Plus: Annuities Correction, Europe versus U.S. Value Stocks, Analyzing BOXX, and Accredited Investor Rules—Money for the Rest of UsCboe:BOXX | Investment case—alpha architectSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Conservatives call Anderson's film “irresponsible” because it dares to show what happens when power turns its guns on the powerless...See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Repo fails have jumped to more than $320 billion as of the final full week in September, the highest since the very start of January. More importantly, the timing. While there are technical reasons for rising fails, they have been increasing since the first week in August, right when the July payroll report came out. There's also been substantial selling of foreign reserve assets, an enormous amount which likewise is timed to the release of payroll estimates. Eurodollar University's Money & Macro Analysis---------------------------------------------------------------------------------------------------------------------This is all exactly why Eurodollar University is holding a webinar on Tuesday October 14, at 6pm ET. To help you begin to unlearn the garbage that Economics has taught you and the financial media keeps repeating day after day after day. We're going to dive into the hidden story, really the hidden truth of interest rates to uncover the wealth of information they contain which is otherwise inaccessible to you and everyone else thanks to Economics and central banks. https://webinar.eurodollar-university.com/home---------------------------------------------------------------------------------------------------------------------What is a Eurodollar University membership? It's where understanding the monetary world isn't a mystery—it's a method. If you're serious about your financial education and want clarity in a world of volatility and massive uncertainty, you're in the right place. Mainstream education has left so many massive gaps on the most foundational concepts, making sense of everything is practically impossible otherwise. With our memberships, we'll fill in everything that you've been missing. https://eurodollar.university/memberships---------------------------------------------------------------------------------------------------------------------https://eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU
Today Razib talks to Ryan P. Williams. He is president of The Claremont Institute, a position he has held since 2017. He is also a contributor to The Claremont Review of Books and started The American Mind. Williams earned a B.A. in political science and Economics from Hillsdale College and an M.A. in politics from Claremont Graduate University. He has taught American politics and political philosophy as an adjunct professor at California State University, San Bernardino and Cal Poly Pomona. Razib and Williams first discuss the origins of The Claremont Institute and the influence of Harry Jaffa on the think-tank's founding and current thought. They explore the influence of Jaffa's mentor, political philosopher Leo Strauss, upon his worldview, and the differences that define the “west coast Straussianism” associated with the Institute and “east coast Straussianism.” Williams also articulates how the conservative thought of Claremont affiliated scholars and pundits differs from other movements on the right, and in particular, how it is differentiated from both neoconservatism and paleoconservatism. Razib and Williams then go over The American Mind's decision to publish Michael Anton's “flight 93 election” piece, and the connection of many Claremont scholars to the Trump administration and the MAGA movement.
50:56- Rob Chadwick, Retired FBI Supervisory Special Agent and Former Director of Tactical Training in Quantico and the Head of Personal and Public Safety for the United States Concealed Carry Association (USCCA) Topic: Comey arraignment, FBI surveillance of GOP Senators 1:00:05- Michael D. Sapriacone, Columbus Citizens Foundation Parade Chair, former U.S. Senate candidate, retired New York Police Department Detective, community volunteer, small business founder, and nationally-recognized security expert Topic: Italian American Heritage Month 1:10:59- 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: Economic importance of spectrum sales, government shutdown 1:25:01- Stephen Parr & Louis Avallone, co-hosts of "American Ground Radio" on AM 970 The Answer Topic: Last night's Townhall event, importance of the NYC Mayoral race 1:34:00- Congresswoman Nicole Malliotakis, Representative for New York's 11th Congressional DistrictTopic: Latest on the government shutdown 1:46:22- Hans von Spakovsky, Manager of the Heritage Foundation's Election Law Reform Initiative and Senior Legal Fellow at the Edwin Meese III Center for Legal and Judicial StudiesTopic: Comey's arraignment today 2:00:47- Dottie Herman, host of "Eye on Real Estate" (Saturdays at 10 am) and "Real Talk with Dottie Herman" (Sundays at 10 am) on AM 970 The Answer Topic: What's at stake in the NYC mayoral race 2:08:19- Michael Goodwin, Chief Political Columnist for the New York PostSee omnystudio.com/listener for privacy information.
Yesterday's budget spelled out the Government's tax and spending plans for next year. But what happens after that?Barra Roantee of Trinity College Dublin's Department of Economics says it is “shocking” that there is no plan beyond 2026.“Last year we had five-year-ahead forecasting. The year before was four-year. We're meant to be submitting a medium term plan to the European Commission.This is part of our obligations, and we were told that was going to happen over the summer. Then, it'll happen near the budget. It still hasn't happened, and we still have no detail. We don't know what spending is meant to be in 2027, 2028”. He also highlights the lack of detailed costings to underpin our budgetary decisions.“In the UK they'll have hundreds of pages of costing documents for each policy decision and we have nothing. We have, like, a page”. Roantree is also highly critical of the way Paschal Donohoe and Jack Chambers have conveyed their decisions, including “astronomical spending increases” that end up being far higher, he says, than is claimed on Budget Day. “These costings are a cynical wheeze, innumerate, and they're being used to, I think at this stage, cook the books”. On today's podcast Rowntree talks to Hugh Linehan and Pat Leahy about Budget 2026. Hosted on Acast. See acast.com/privacy for more information.
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this conversation, Thaddeus Campbell emphasizes the importance of networking and learning from experienced individuals in the self-storage industry. He shares insights on the complexities of self-storage investments and the value of starting small while gaining knowledge from established professionals. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind: Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply Investor Machine Marketing Partnership: Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com Coaching with Mike Hambright: Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform! Register here: https://myinvestorinsurance.com/ New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club —--------------------
Americans often misunderstand the criticisms and anger directed at their country from even within. When Americans note that other countries have less crime, cleaner streets, better transportation, or are more kind, other Americans take offense and accuse them of abandoning the flag. What the accusers fail to realize is that these are valid criticisms of people who want their country to be safe, clean, efficient, etc. It is absolutely unacceptable that the richest country in the world has fallen to such a state that its citizens are abandoning ship in record numbers. When we make comparisons to other countries it is not because we necessarily think they are better; we just want our country to be similar, an ask that is in no way irrational or impossible in 2025. *The is the FREE archive, which includes advertisements. If you want an ad-free experience, you can subscribe below underneath the show description.FREE ARCHIVE (w. ads)SUBSCRIPTION ARCHIVEX / TWITTER FACEBOOKWEBSITEBuyMe-CoffeePaypal: rdgable1991@gmail.comCashApp: $rdgable EMAIL: rdgable@yahoo.com / TSTRadio@protonmail.comBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-secret-teachings--5328407/support.
In this 200th-episode special of Retire in Texas, Darryl Lyons, CEO & Co-Founder of PAX Financial Group, begins a three-part series exploring why some economists are discussing the potential for a future downturn, and what history can teach us about investor behavior during times of uncertainty. From the fall of Rome to the Great Depression to today's evolving economy, Darryl connects four powerful influences - government spending, inflation, demographics, and technology - and discusses how these forces interact to shape long-term economic outcomes. He also examines how optimism and pessimism affect investor psychology and what it means to stay steady when headlines predict doom. If you've ever wondered whether history is repeating itself - or how to stay grounded when headlines predict doom - this episode offers clarity, perspective, and practical insights to help you think long-term. Key Highlights from the Episode -Why predictions of a “2030 Depression” are gaining attention. -Optimists vs. pessimists: how each influences investor behavior. -Lessons from history: Rome's collapse and the Great Depression. -Why history doesn't repeat itself - but it often rhymes. -What gives U.S. currency its resilience, and how trust plays a role in economic stability. Listen to more episodes: https://PAXFinancialGroup.com/podcasts If you enjoyed today's discussion, share it with family and friends!
Dave Smith brings you the latest in politics! On this episode of Part Of The Problem, Dave discusses Trump's new developments regarding a peace deal with Hamas, Dave's defense of the argument that Wesley Clark saw the plans for war with seven countries in five years, years before they took effect, and more.Support Our Sponsors:Be prepared with a Contagion Emergency Kit from The Wellness Company. Visit http://www.twc.health/problem and use code PROBLEM for $32 Off. USA Residents OnlyBetter Help - https://Betterhelp.com/problem for 10% off your first monthExpress VPN: https://www.expressvpn.com/problemMASA Chips - https://www.masachips.com/DAVE Part 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 Fixed Income Strategist Vishy Tirupattur explains how changes in the yield curve are affecting markets such as insurance, Treasury yields and mortgage rates.Read more insights from Morgan Stanley.----- Transcript ----- Vishy Tirupattur: Welcome to Thoughts on the Market. I am Vishy Tirupattur, Morgan Stanley's Chief Fixed Income Strategist. Today – How the shape of the yield curve has affected credit and housing markets, and the risk of changes to the curve and its implications. It's Tuesday, October 7th at 1pm in New York. The shape of the yield curve plays a pivotal role in financial markets. It influences everything from credit conditions to housing and mortgage dynamics. And you've been hearing on this show for some time about more Fed rate cuts coming. Our economists expect 25 basis point rate cuts at the next three meetings – that is October, December and January. And then two more in April and July of next year. What does this mean to the shape of the curve? Our high conviction call has been that investors should position for a steeper yield curve. Why does the curve matter? It's not just a macro signal. It's a transmission mechanism that shapes pricing, risk appetite, and sector flows. Take life insurers, for example. A steeper curve has turbocharged demand for fixed annuity products, which in turn drives flows into spread assets like corporate and securitized credit. Insurance demand has become a powerful technical in credit markets. This year's steepening has been led by falling front-end yields. For example, 2-year Treasuries are down about 60 basis points, significantly outpacing the 40 basis point drop in 10-year yields and just 5 basis point drop in 30-year yields. That front-end move reflects shifting rate expectations and offers relief to highly leveraged issuers who rely on short-term funding. But longer-dated yields remain sticky, keeping all-in borrowing costs elevated. That is good for insurers – and the sale of fixed annuity products – but acts as a brake on overall issuance, helping keep credit spreads tight despite macro uncertainty. That said, not all markets benefit. Mortgage rates, which track longer yields more closely than the fed funds rate, have actually risen 25 to 30 basis points since the easing cycle began in September of 2024. That's a headwind for affordability. While a steeper curve may support lending and future housing supply, it's not helping today's buyers. A flatter curve with lower long-end yields would offer more meaningful relief—but that is clearly not our base case. Bottom line: Rate cuts matter, but the shape of the curve may matter more. A steeper curve is a tailwind for credit but a headwind for housing. And a reminder that not all markets move in sync. Thanks for listening. If you enjoy the show, please leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.
From concealed identities to sanctioned violence, the echoes between ICE raids and Klan terror are too loud to ignore…See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Are Cruz, Greene, and Mace just the first willing to break ranks with a man intent on dismantling American traditions while delivering on few of his promises to the average voter? Will ICE provide the pretext to declare martial law ahead of the midterm elections?See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
OPEC this past weekend agreed to raise production into a falling market, putting it on the edge of confirming a major worldwide downturn. This is why, despite the crude cartel not increasing supply as much as feared, oil prices didn't really react. There are far greater problems plaguing the energy markets, including tightening dollar conditions which go right along with this major market warning. Eurodollar University's Money & Macro Analysis---------------------------------------------------------------------------------------------------------------------What if your gold could actually pay you every month… in MORE gold?That's exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider---------------------------------------------------------------------------------------------------------------------This is all exactly why Eurodollar University is holding a webinar on Tuesday October 14, at 6pm ET. To help you begin to unlearn the garbage that Economics has taught you and the financial media keeps repeating day after day after day. We're going to dive into the hidden story, really the hidden truth of interest rates to uncover the wealth of information they contain which is otherwise inaccessible to you and everyone else thanks to Economics and central banks. https://webinar.eurodollar-university.com/home---------------------------------------------------------------------------------------------------------------------CNBC Oil rises more than 1% after OPEC+ hikes output less than expectedhttps://www.cnbc.com/2025/10/06/oil-prices-gain-1percent-after-lower-than-expected-opec-output-hike.htmlBloomberg The Oil Market's 2026 Tsunami Will Be Costly to Financehttps://www.bloomberg.com/opinion/articles/2025-10-06/the-oil-market-s-2026-tsunami-will-be-costly-to-financeBloomberg Unsold Oil From Middle East Hints at Early Signs of Global Gluthttps://www.bloomberg.com/news/articles/2025-10-02/unsold-oil-from-middle-east-hints-at-early-signs-of-global-gluthttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU
Japan's first female governing-party leader is an ultra-conservative star in a male-dominated groupSanae Takaichi.In a country that ranks poorly internationally for gender equality, the new president of Japan's long-governing Liberal Democrats, and likely next prime minister, is an ultra-conservative star of a male-dominated party that critics call an obstacle to women's advancement.In a country known for the concept of karoshi, or death from overwork, Japan's likely next prime minister said that people should work like a WHAT?A WORKHORSEBefore entering politics, Japan's likely next prime minister had WHAT artistic hobby?Drummer in a heavy metal bandIntroducing Fortune's first-ever Most Influential Women Asia rankingJust to give you some context:How many athletes? 4How many K-pop stars? 4How many actors? 2How many politicians? 2HOW MANY business leaders, civic leaders, scientists, educators, journalists, healthcare workers, spiritual leaders, or legal scholars?ZERODemocrats demand ‘action' as AI reportedly threatens to replace 100M US jobsA new Senate report warns that artificial intelligence could displace nearly 100 million U.S. jobs within the next decade, spurring Democrats to push for a levy for each human position replaced by machines, tech or algorithms. What is the current nickname for this bill: Terminator tithea "robot tax"Roomba reparationsbot tollRoboCop rebateSilicon sin taxAccording to Bloomberg, This is the leading pick to succeed Tim Cook as CEOCOO Sabih KhanFormer COO Jeff Williams, SVP Design, Watch, and HealthJohn Ternus, SVP of Hardware EngineeringCFO Kevan ParekhCHRO Deirdre O'BrienBoard member Susan Wagner, founding partner and director of BlackRockDeloitte will refund Australian government for WHAT?climate risk model using emissions data from New Zealand and not AustraliaA report that was filled with AI hallucinationsa partial refundConsulting firm quietly admitted to GPT-4o use after fake citations were found in AugustShortly after the report was published, though, Sydney University Deputy Director of Health Law Chris Rudge noticed citations to multiple papers and publications that did not exist. That included multiple references to nonexistent reports by Lisa Burton Crawford, a real professor at the University of Sydney law school.the updated report removed several fake citations and a fabricated quote attributed to an actual ruling from federal justice Jennifer Davies (spelled as "Davis" in the original report).cybersecurity review that relied on completely fabricated case studiesOver 80% of the report found to have copied sections from Wikipediapolicy review found to have been nearly a complete duplicated a previous PwC reportAppLovin stock tanks on report SEC is investigating company over data-collection practicesPOP QUIZ!Adam Foroughi is the CEO of AppLovin:Who is the Founder of AppLovin? Adam ForoughiWho is the Chair of AppLovin? Adam ForoughiWho is the longest-tenured director of AppLovin? Adam ForoughiWho is the largest shareholder at AppLovin? Adam ForoughiWhat percentage of outstanding AppLovin shares does Adam own? 9%What percentage of AppLovin voting power does Adam control? 61%How many votes per share do Adam's Cass B shares give him? 20Did Adam graduate from college? YES! Economics degree from BerkeleyBut what exactly does AppLovin do? The company helps developers market, monetize, analyze and publish their apps through its mobile advertising, marketing, and analytics platformsOn the company's “Director Nominees' Skills and Expertise” matrix in its 2025 proxy statement, which two categories are the least-represented?: Cyber Security (3 of 9) and Data Privacy (4 of 9)What was the value Adam realized on the vesting of stock awards last year? $578MDespite holding $19B in AppLovin stock, how much did Adam get in a work-from-home cash stipend last year? $1,800 Which BlackRock director that Matt spent a lot of time ridiculing in May for being the board's worst performer just lost his job? Hans Vestberg, VerizonWhich Verizon board member that is connected to 64% of the Verizon board–almost entirely through non profit and trade group connections–that Matt recommended a vote against at Verizon's last annual meeting is Verizon's new CEO? Lead Director and former PayPal CEO Dan ShulmanPOP QUIZ! What kind of shoes does Dan wear? Cowboy bootsAnd finally, nepobaby David Ellison's choice to take over CBS News, Bari Weiss, has made a career railing against what?CorruptionMisinformationCorporate malpracticeCensorshipWokenessPOP QUIZ! How many years of experience does Bari have in broadcast television? Zero
Equity funds and women-lead ownership is increasing in women's soccer across the planetJason Stephens examines the landscape, why it's increasing, what the targets are, where they are, and why equity funds are partnering with equity funds to pick up ownership numbers (and that's not a misprint) in the "Economics of Soccer" series on SDH AM
Tuesday Thoughts on SDH AM start and finish with moves off the field... two important names in MLS are haging it up after the seson is done... we also look at the weekend that was...NPSL Regional League Managing Director Jason Brown drops by with an update before the first set or organizational meetings Friday morning to update the franchise processWe go over your AM news in Hour 2 plus continue our look at the Economics of Soccer with football consultant Jason Stephens as he discusses provate equity investing in the women's game and MCO models advancing there as well...
Josh Volen, co-founder and managing principal at CIRE Equity, joins the podcast to discuss trends in commercial real estate investing as urban populations shift, hybrid work environments evolve, and industries adapt to changes in global trade.----------------------------------------------------------------------------------------------Subscribe Here to the ROI Podcast & other First Trust Market News Website: First Trust PortfoliosConnect with us on LinkedIn: First Trust LinkedInFollow us on X: First Trust on XSubscribe to the First Trust YouTube ChannelSubscribe to the ROI Podcast YouTube Channel
The government shutdown may or may not be over by the time this hits the airwaves, but the negotiations process on appropriations bills promises to last for several weeks. Global Head of Public Policy Jennifer Flitton tells us why she believes we'll get a final appropriations bill by the end of this year. We also explore what's driven the strong price of gold over the past few years. And we discuss which verb tense is best to use when describing the US economy: “is weakening” or “has weakened.” (Invesco Distributors, Inc.)
Status isn't fixed; it's transferred and "bestowed," shaping who gets resources, attention, and opportunity. So argues author Toby Stuart of UC Berkeley in his book, Anointed. He and EconTalk's Russ Roberts explore why hierarchies persist--reducing conflict, allocating scarce resources, and curating our overwhelming choices--and how endorsements, blurbs, and brands quietly steer our judgments, from bookstores to wine shops and art galleries. At the end, Stuart reflects on imposter syndrome and how thinking deeply about the anointed changed how he sees success.
Our strategists Daniel Blake and Tim Chan discuss how Asia is adapting to multipolar world dynamics, tech innovation and longevity trends to create new opportunities for global investors.Read more insights from Morgan Stanley.----- Transcript ----- Daniel Blake: Welcome to Thoughts on the Market. I'm Daniel Blake, Morgan Stanley's Asia Equity and Thematic Strategist. Tim Chan: And I'm Tim Chan, Morgan Stanley Head of Asia Sustainability Research and Thematic Strategist Daniel Blake: Today, how Asia is reshaping its development strategy, corporate governance, and capital markets to lead globally. It's Monday, October 6th at 8am in Singapore. Tim Chan: And it's also 8am in Hong Kong. Daniel Blake: Asia is experiencing a number of dramatic changes that are reshaping industries, even entire economies. Deglobalization, supply chain shifts, frenetic investment in AI and looming disruption from the adoption of the technology, rapid energy transformation, and the transition to super aged populations as longevity drives investment in innovative healthcare and better nutrition are just some of the overarching themes. Asia's transformation is a story every global investor needs to follow and look for opportunities in. Tim Chan: So, what are the overarching themes, when you look at Asia Pacific? For example, what are the key themes that you're seeing in terms of driving the equity return and the market trend that you're seeing? Daniel Blake: We're approaching the Asia thematic opportunity from the framework of a competitive reinvention. It's competitive because this is deeply rooted in the cultural and business norms across much of the region, which has had an export focus through the modernization process in Japan, and more broadly with the emergence of the Asia Tigers. But we're seeing this competition really stepping up another notch. As countries look at how they can take market share in emerging technologies, and also this overarching competition between the U.S. and China, which sits at the heart of the multipolar world theme we've been laying out in recent years. We're also seeing a reinvention of development strategies of corporate governance frameworks and of capital markets to try to better improve the financial supply chain, to see the capital raising the capital allocation process improved and ultimately drive better returns for an aging population. So, Tim, you've been very focused on the corporate governance improvements that were seen in much of the region. Take us through what you think is most compelling and most important for investors to note. Tim Chan: I think governance reforms is a really key thing for Asia Pacific. Take an example in Japan, in the past we have done some correlation analysis between the major governance factors and what are driving the return. What we have found is that, first of all, there is a significant alpha potential from online companies with leading governance metrics and also companies that may improve their governance metrics over time. So, if we look at the independence of board of directors as an example. There is a positive correlation between the total return and also the independence in Japan market. And overall, we are seeing a major government improvement. As Daniel you have mentioned, China, Korea, India, and Singapore, and Japan as well – all these markets together account for over 70 percent of the market cap in MS Asia Pacific in index. So that's why, we think the governance reform is really driving the return of Asia Pacific as a whole. Daniel, after talking about the governance reform and capital market reform, I know multipolar level is also a key theme for Asia Pacific. So, what you are seeing in terms of multipolar level in Asia Pacific? Daniel Blake: So, the multipolar world theme has come back to the foreground in 2025 as trade tensions have risen, as deal making has been struck or attempted. And we've seen the concept of weaponized interdependence really being proven out in the second quarter of 2025, as China has been in recent years, implementing frameworks for export controls and leverage these quite effectively. So economic security initiatives have come back to the focus for investors. Over recent years, we've seen a number being set up across the region, including Japan's Economic Security Promotion Act, the Self-Reliant India framework, and South Korea's Supply Chain Stabilization Act, as well as Australia's National Reconstruction Fund. So, we see a number of investment opportunities flowing from these reforms. Ultimately the critical mineral and permanent magnet supply chain is very much in focus, but we're also expecting to see semi localization. So, semiconductor localization efforts are continuing to drive investment and activity. Naturally, defense has been a key area of focus for investors in 2025, and overall we see defense spending rising in Asia from 600 U.S. billion dollars in 2024 to [$]1 trillion in 2030.So, Tim, the energy security theme fits as part of this overall future of energy theme that you've been exploring with the team. How do you see this intersection with the multipolar world and what are the key investment opportunities? Tim Chan: For the future of energy, I think the energy story is really at the core of Asia multipolar world positioning. Take an example, we are seeing for Southeast Asia, the region is importing gas from U.S., and then also Korea and Japan are also trying to export their nuclear technology to the Western world as well. I think all these have a part to play in the multipolar world; but at the same time, they are also crucial for these countries to meet their own energy target and strategy. In Asia Pacific, when we look at the future of energy, there are a few driving force[s]. One is the very strong growth of renewable energy. Take an example, in India, we are seeing a huge CapEx going into the renewable energy sector and solar sector as well. China is already the biggest market in solar panel. Then also Korea and Japan are developing their nuclear capacity as well. And as I have mentioned, they also export their nuclear technology to the Western world. So, I would say, these Asian countries are balancing the multipolar world priorities with their future of energy target as well. And then there were also lots of opportunities between these dynamics; I will highlight two examples. One is a nuclear renaissance thesis that we have written extensively in the past two years. We have highlighted Japan and Korea being the key beneficiaries under this multipolar world and future of energy dynamics. And then the other would be the gas globalization in Southeast Asia or ASEAN region, where we see opportunities in the gas distributor, gas infrastructure in Southeast Asia. And then gas is going to be much more important when it comes to the energy, security and transition agenda in Southeast Asia region. So we are seeing lots of development in the future of energy in Asia Pacific. But when it comes to the other big theme that is AI. Asia Pacific is also a leader in a global AI race. So, Danny, what are the most reputable trend that you're seeing on a national or regional level? On tech diffusion and AI in Asia Pacific? Daniel Blake: So, the concept of competitive reinvention also is useful in understanding Asia's response to AI and technology diffusion. So, we've seen China in particular, looking to strengthen its position in the development phase of new technologies. And we're also seeing on the export competition front, more incentives to compete for the next phase of supply chain diversification. We're also seeing the emerging class of China MNCs that are sitting at the heart of our China Emerging Frontiers research. And another key area of discussion and research for us is understanding China's unique AI path. Where we're seeing more of a focus on policy makers and corporates playing to strengths in terms of power, data and talent, given the shortages of compute, and at the same time wanting to pursue a localization strategy over the medium term. On the technology front, we think the India stack is also still underappreciated as a digital enabler of opportunities in the New India. And then more broadly, we are looking for companies that we see in Asia that will prove to be AI adoption leaders. So, this underpins a really another key work stream for us in identifying opportunities from AI and tech diffusion into the region. So, Tim, how about when we turn to the theme of longevity, what are the key investment opportunities you see in Asia Pacific? Tim Chan: First of all, let's look at China. So, China is entering a super age society and by 2030, China's elderly population will hit 260 million. So that is a big number, which accounts for 18 percent of the population. And Japan as well, and Korea as well. Korea is already entering the super aged society. And then there have been reform program on healthcare, financial system pension and labor market in order to support these, old aging population. And for Japan, the focus is really on not just living longer but also living more healthy. Take an example, we have done some reports on the healthy food industry in Japan. And how different companies are providing affordable, healthy food to consumer. And we think that will create opportunities for investor, if they would like to look into longevity as a theme. Overall, we are seeing new market in healthcare, pharmaceutical, and affordable healthy food, as well as the reform in the wealth management and pension system that will create opportunities in the financial market as well. And the longevity economy and or the silver economy is becoming a big theme for Asia Pacific for a long time to come. Daniel Blake: Tim, thanks for taking the time to talk. Tim Chan: Yeah, great speaking with you, Daniel. Daniel Blake: And thanks 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 colleague today.
Step by step, moving troops into our cities creates precedents to set the stage to disrupt the midterm election and make Trumpian authoritarian power permanent in America. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Raids without warrants, kids in zip-ties, and officials who say “F** the children”: this is the moral collapse of the American state. It's time for state authorities to start making arrests...See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
These recent bankruptcies have garnered close attention from the marketplace because they represent the very real possibility serious cracks have already weakened credit markets...to the point even the stock market (part of it, anyway) is taking a hard look. Ally, Bread Financial, Affirm, even Capital One, they've all see their stocks plummet. There's more here than it seems because of all the noise about share indexes and their own record highs. Everyone has ignored job losses, until now that is. Eurodollar University conversation w/Steve Van Metre----------------------------------------------------------------This is all exactly why Eurodollar University is holding a webinar on Tuesday October 14, at 6pm ET. To help you begin to unlearn the garbage that Economics has taught you and the financial media keeps repeating day after day after day. We're going to dive into the hidden story, really the hidden truth of interest rates to uncover the wealth of information they contain which is otherwise inaccessible to you and everyone else thanks to Economics and central banks. https://webinar.eurodollar-university.com/home----------------------------------------------------------------Bloomberg Subprime Credit Troubles Send Shares of Consumer Lenders Reelinghttps://www.bloomberg.com/news/articles/2025-10-03/subprime-credit-troubles-send-shares-of-consumer-lenders-reelinghttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU
Sahil Bloom is a writer, investor, and former collegiate athlete who is the author of the New York Times bestseller The 5 Types of Wealth. He earned his undergraduate degree in Economics & Sociology and a master's in public policy from Stanford, where he also played baseball. He also leads SRB Holdings and SRB Ventures, where he invests in early-stage companies. And Sahil has amassed a massive following online, with over 800,000 subscribers to his newsletter and more than 1 million followers on X. In this episode we discuss the following: We can't truly feel successful until we define what success means for ourselves. If we look at the scorecard that is handed to us, which consists of accumulating money, status, titles, and promotions, we will always feel like we need to reach for more, a trap made worse by the arrival fallacy. Our ability to achieve our goals is influenced by our surroundings. The goal to live a simple life is much easier to accomplish in small town America than New York, where Sahil sees extraordinarily rich people spend their time figuring out ways to impress even more extraordinarily rich people. To help us reveal how much our decisions are influenced by external validation, we can ask ourself some version of the question, “Do I really want this job, or do I want other people to see me having this job?” True success is built on five types of wealth (time, social, mental, physical and financial) rather than chasing society's default measures.
Roundup of the Week's Top Stories in Economics and FreedomGovernment Shuts DownChina "Slowing Sharply" in Trade WarWelcome to the ShutdownGDP hits Impressive 3.8%Voters out of Patience on InflationRead the full article "Voters out of Patience on Inflation" 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
This is Episode 35 of the League. You give us five minutes, we'll give you the best clean energy news. Benoy and David recap NYC Climate Week and the week's biggest energy storylines: a reported Trump-era policy pivot away from solar (ITC cuts, federal-land limits, tariffs) and what that could mean for installs; FEOC (Foreign Entity of Concern) supply-chain uncertainty; Blue Ridge Power layoffs. Plus, takeaways from nuclear policy sessions and stubbornly rising power prices. Host Bio: David Magid David Magid is a seasoned renewable energy executive with deep expertise in solar development, financing, and operations. He has worked across the clean energy value chain, leading teams that deliver distributed generation and community solar projects. David is widely recognized for his strategic insights on interconnection, market economics, and policy trends shaping the U.S. solar industry. Connect with David on LinkedIn: https://www.linkedin.com/in/davidmagid/ Host Bio: 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. Connect with Benoy on LinkedIn: https://www.linkedin.com/in/benoythanjan/ Learn more: https://reneuenergy.com If you have any questions or comments, you can email us at info@reneuenergy.com.
Bruce Wydick is an economist, professor, and author of Shrewd Samaritan: Faith, Economics, and the Road to Loving Our Global Neighbor. As his faith deepened throughout his college career, Bruce developed an unexpected passion for economic development and the role of the Church. The more he researched, the more he realized a great need for Christian NGOs to be able to measure the impact they're having on the people they've been called to help. Bruce helped start the Collaborative for Econometrics and Integrated Development Studies (CEIDS), which has grown into a network of more than 100 development economists, public health experts, and other related fields from all around the world. Together, they work to support the relief and development arms of Christ's global Church by helping Christian NGOs develop tools and built-in programs so that they and their donors can know where, how, and why they're truly being effective. Bruce brings a rare blend of heartfelt, Spirit-led generosity and a data-driven focus on high impact giving to help followers of Jesus love our neighbors with wisdom by investing resources in ways that truly change lives for the Kingdom. Bruce shares stories from his research and his own journey of faith, emphasizing that generosity isn't just about good intentions but about stewarding God's gifts so that they bear lasting fruit. Major Topics Include: Blending faith and economic development The Story of Mayan Partners in Guatemala The biblical picture of human flourishing The challenge of impact measurement for Christian NGOs Making informed, Spirit-led giving decisions Stages of a heart-progression on world problems: The Six i's—ignorance, indifference, idealism, investigation, introspection, impact Developing an identity with those you're called to serve Understanding poverty traps as a giver Measuring impact through randomized control trials and quasi-experimental designs How givers can use AI to research the most impactful interventions Examples of the most effective and ineffective interventions QUOTES TO REMEMBER “The Kingdom works the opposite of the way that economics says the world should work.” “We should not only be good Samaritans, but shrewd Samaritans, that we actively think about what we do, as well as we pray and feel led by the heart.” “The poor are important enough to Christ that we owe them an informed decision on how we give and not just a feeling-based decision.” “What is the role that God has placed me in?” “It's not about one person saving the world. It's about one person listening to God and His calling on our lives to serve where He wants us to serve.” “If we understand where there's a need and then see where our gifting lines up with that need, God will bring about His biblically-based human flourishing in that intersection.” “Providing cash is almost always better than providing stuff.” “The earlier you intervene in a child's life, the more impactful it is.” LINKS FROM THE SHOW Shrewd Samaritan by Bruce Wydick Collaborative for Econometrics and Integrated Development Studies (CEIDS) Social Impact Analytics Course at University of San Francisco Compassion International Children of the Nations International Care Ministries Mayan Partners Hope Walks The Finish Line Community Facebook Group The Finish Line Community LinkedIn Group WE WANT TO HEAR FROM YOU! If you have a thought about something you heard, or a story to share, please reach out! You can find us on Instagram, Facebook, and LinkedIn. You can also contact us directly from our contact page. If you want to engage with the Finish Line Community, check out our groups on Facebookand LinkedIn.
An inspiring call to action from Ellie Krug, host of "The Illegal Trans Woman" podcast and on the air on am950 in Minneapolis. Plus - Did Trump and Kennedy destroy the chance to find a cure to HIV?See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
October – will history repeat? New tariffs announced - again. Thinking about 401k plans - innovation or exploitation? And our guest today – Dr. Barry Eichengreen, Professor of Economic Studies at UC Berkley NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) Barry Eichengreen (George C. Pardee and Helen N. Pardee, Professor of Economics) is a distinguished professor of Economics and Political Science at the University of California, Berkeley, where he is the George C. Pardee & Helen N. Pardee Chair. A leading expert on the international monetary system and global finance, his research covers the history of global financial crises, the international monetary system, economic history, and the causes and consequences of populism. Dr. Eichengreen holds fellowships from several institutions, including the National Bureau of Economic Research and the American Academy of Arts and Sciences, and has previously served as a Senior Policy Advisor at the International Monetary Fund (IMF). Learn More at http://www.ibkr.com/funds Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Stocks mentioned in this episode: (BTCUSD), (ORCL), (OKLO), (QQQ)
Have you ever wondered -- How much do I really need to retire early and am I on track? How do I balance all of my financial goals? How can I help my children be financially secure? Tune into Season 3 of What Should I Do With My Money, hosted by Morgan Stanley Wealth Management's Jamie Roô to hear real-life stories about these and other big financial questions.
Can the economy keep going when only those at the top can afford to keep spending? Also- are you in a relationship with an AI??... A Will Trump get his war with Venezuela?.. Plus- Thom reads from "Frederick Douglass: Prophet of Freedom"by David W. Blight.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Dave Smith brings you the latest in politics! On this episode of Part Of The Problem, Dave is joined by Col. Douglas MacGregor to discuss the approaching potential Venezuelan regime change war, the historic weight of America's relationship with Israel, and more.Support Our Sponsors:CrowdHealth - https://www.joincrowdhealth.com/promos/potpKalshi - https://kalshi.com/daveMonetary Metals - https://www.monetary-metals.com/potp/Quince - Get free shipping on your Quince order and 365-day returns athttps://www.quince.com/POTPPart 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 China Healthcare Analyst Jack Lin discusses how China's biotech surge is reshaping healthcare, investment and innovation worldwide.Read more insights from Morgan Stanley.----- Transcript ----- Jack Lin: Welcome to Thoughts on the Market. I'm Jack Lin, from Morgan Stanley's China Healthcare Team. Today, the boom in China biotech – and how it's not just a headline for China-focused investors, but a story that touches all of us. It is Friday, October 3rd at 2pm in Hong Kong. Many people might not realize this but some of the next generation healthcare innovation is being developed far from Silicon Valley and Wall Street. The medicines you rely on, treatment plans that could shape your family's future, even investment opportunity that can grow your savings. They are all increasingly influenced by China's rapidly evolving biotech sector, which is transitioning from traditional generics manufacturing into the global innovation ecosystem. In fact, China's biotech industry is set to become a major player in the global innovation ecosystem. By 2040, we project China's originated assets could represent about a third of U.S. FDA approvals – up dramatically from just 5 percent today. And the question isn't if China's biotech will matter, but how global patients could benefit; and how consumers and investors worldwide might engage with its impact.What's driving this transformation? Three key components are driving the globalization of China originated drug innovations: cost, accessibility, and innovation quality. Lower cost in China's biotech sector enables more efficient development. Clinical trial quality is improving with regulatory pathways becoming more streamlined, promoting accessibility of China innovation for global markets. Finally, innovation in China's biotech sector is gaining momentum with more regionally developed medicines now eyeing market approval from leading overseas agencies like the U.S. FDA and EMA.This is all to say China is on track to become a key force on the global biotech stage. That said, right now we're also at a crossroads moment as geopolitical tensions between U.S. and China pose potential risks to the flow of innovation. Despite these uncertainties, we see a likely outcome of co-opetition, a blend of competition and collaboration, as global pharma grapples with the dual imperatives of innovation and resilience. Of course, this rapid evolution brings both opportunities and challenges. It's prompting stakeholders around the world to rethink their strategies and collaborations in this shifting landscape of global medical innovation. As the China biotech industry evolves, the choices made by investors, policy makers, and healthcare communities, both within China and globally, will determine the therapies of the future. It is truly a dynamic space, and we'll continue to bring you updates. Thanks for listening to our thoughts on the market. If you enjoy the show, please leave us a review, wherever you listen and share Thoughts on the Market with a friend or colleagues today.
Greg Palast - My mom would've kicked Pete Hegseth's Ass. Apparently Stephen Miller's dreams since childhood have been about torture and pain. Should someone like this be in power? Europe may be on the verge of a nuclear disaster. Plus Twelve Steps to National Collapse: A Blueprint for How Democracies Die. Finally there was an arrest in war torn Portland. And it was a MAGA influencer for fighting. Apparently MAGA is struggling with how peaceful Portland has been.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
A historian's alarm: when these twelve familiar steps appear in a nation, the result is often irreversible—unless citizens rise up and demand otherwise…See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Dave Smith brings you the latest in politics! On this episode of Part Of The Problem, Dave is joined by co-host Robbie "The Fire" Bernstein to discuss Netanyahu and Trump's statements regarding a peace deal, James Comey being indicted, and more.Support Our Sponsors:Brunt Workwear - http://bruntworkwear.com/ Use code PROBLEMTuttle Twins - https://www.tuttletwins.com/problemVandy Crisps - https://vandycrisps.com/dave Use code "DAVE" for 25% offYoKratom - https://yokratom.com/Part 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.