Podcasts about Exceptionalism

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A Global Manifesto on Exceptionalism, Woke Culture, and Finding Purpose Beyond the PodiumIs America still the world's moral compass — or just the loudest voice in the room?In this cultural manifesto, Roy Sharples unpacks the contradictions of American exceptionalism, the rise of woke culture, and the country's often unconscious tendency to dominate global discourse. From the Trump-era wrecking ball to the polished rhetoric of modern political correctness, this lyrical commentary offers a brutally honest — and surprisingly affectionate — reflection on America's place in the world.Why does America feel the need to be the moral referee of the planet?How do other cultures view the U.S.'s hyper-performative identity politics?Can America still lead by listening, not just lecturing?This is not anti-Americanism.This is a love letter wrapped in satire — a wake-up call from one voice among many.It's time for America to lower the volume, kick off its platform shoes, and rejoin the global conversation — not as host, but as participant.Support the showAttitude. Imagination. Execution. Create Without Frontiers.

The US has long been economically “exceptional”, with its high growth rate, dominant technology companies, and as the provider of the global safe asset and reserve currency.  However, Trump's tariffs, a possible growth slowdown, and deeper institutional disfunction, could all endanger aspects of this. Paul Diggle and Luke Bartholomew ask whether US exceptionalism is over, whether the US is becoming a structurally less attractive destination for capital, and if the global dollar standard is over. 

As markets begin to breathe a little easier on the news of a pause on tariffs, many investors may be looking into the intriguing narrative surrounding the end of US exceptionalism. But it may not be all it seems, at least for now. This month we have Co-Portfolio Managers for the Fidelity Global Future Leaders Fund and Active ETF, James Abela and Maroun Younes join Lukasz where they discuss why they think US remains an extremely attractive investment destination, why they’re keeping their cool around the current market upheaval, and the surprising market deviation for small and mid-caps from past sell offs. Find out more about the Fidelity Global Future Leaders Active ETF. We’d love to hear from you! Email us at PodcastsAustralia@fil.com with suggestions for episodes or guests. For more information on Fidelity visit fidelity.com.au. Read our full disclaimer. This episode was recorded 22 April 2025. See omnystudio.com/listener for privacy information.

What would you do if you were in Jerome Powell's seat today? With inflation remaining sticky and global market dynamics shifting fast, investors are searching for clarity. In this episode, Jeannette Friedrich sits down with Dominique Dwor-Frecaut, a former senior associate at the New York Fed and macro strategist at Macro Hive, to dissect monetary policy, inflation risks, and the changing nature of global investment flows. This episode offers a deep dive into how long-term economic forces are reshaping capital markets and what investors can do to adapt. Key Takeaways - Why the Fed's current stance on interest rates is aimed at long-term price stability, even at the risk of recession - How inflation expectations, tariffs, and geopolitical policies are interlinked - The case for further rate hikes and what would trigger that scenario - Why US exceptionalism may be fading and how this affects global portfolio allocations - Insights on dollar weakness, gold's rising role in reserves, and a shift toward multi-currency systems - How real estate, especially with shorter leases, can offer a hedge in high-rate, high-inflation environments - The growing importance of getting compensated for illiquidity risk in private investments - Why building an investment framework based on your own constraints is more critical than ever - Macro perspectives on China, trade wars, and the erosion of trust in global institutions - Practical life advice on relationships, frameworks, and building an extraordinary life This episode is especially relevant for investors looking to stay grounded during turbulent times and for those rethinking portfolio strategy in an increasingly multipolar world. Timestamps 00:00 Introduction and Market Overview 00:26 Meet Dominique Dwor-Frecaut 02:11 Inflation and the Fed's Role 08:41 Investment Strategies in a Volatile Market 16:19 Global Economic Trends and the Dollar's Future 25:57 Lightning Round and Final Thoughts Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose *

To reject conformity to this age (aion) is to actively resist patterns of domination that distort our humanity.JR WOODWARDSummaryIn this episode of the Right Side Up podcast, hosts Danielle Strickland and James Sholl engage with JR Woodward, the National Director of the V3 Movement and author of 'The Scandal of Leadership.' They explore the burdens of leadership, the powers at play within institutions, and the temptations leaders face regarding identity and purpose. The conversation emphasizes the importance of community, the deceptive nature of powers, and the necessity of imitating Christ in leadership. Woodward discusses the scapegoat mechanism and the call to resistance against systemic issues, urging leaders to reflect deeply on their roles and the impact of their decisions.Takeaways* The burden of leadership often feels heavy and requires deep reflection.* Understanding the powers at play in leadership can help navigate challenges.* Institutions can shape leaders in ways that may not align with their values.* Living in the world requires discernment to not be of the world.* Leaders face temptations that challenge their identity and purpose.* The powers can be deceptive, leading to justifications for unethical behavior.* Imitating Christ is essential for authentic leadership.* The scapegoat mechanism can create temporary peace but leads to deeper issues.* Community and proximity to people are vital for effective leadership.* Resistance to the powers is a necessary call for leaders today.Links: Chapters00:00 Introduction to the Right Side Up Podcast02:26 The Burden of Leadership and Writing The Scandal of Leadership06:12 Understanding Powers and Principalities in Leadership10:02 The Role of Institutions and Ideologies14:11 The Temptations of Leadership and Identity18:16 Unmasking the Powers in Today's Context22:08 The Call to Church Leaders and Overcoming Evil29:51 The Impact of Interpretation on Scripture31:10 Navigating Deception and Humility in Leadership32:11 Understanding Mimetic Desire and Its Implications35:33 The Scapegoat Mechanism in Society39:10 Imitating Christ: A Path to Overcoming Powers42:59 The Role of Honor and Identity in Leadership46:35 Proximity to People: A Key to Authentic Leadership50:40 The Dangers of Exceptionalism in Leadership53:34 Faithful Resistance: Embracing the Journey of Self-Emptying56:39 educational-intro-high-short.wav Get full access to Right Side Up: Danielle Strickland at daniellestrickland.substack.com/subscribe

We unpack the macro pressures reshaping the landscape at a critical inflection point in the US economic story.

The landscape of European electronics manufacturing is undergoing substantial shifts as geopolitical tensions rise and tariff uncertainties loom large. In this revealing conversation, NOTE CEO Johannes Lind-Widestam  and  Kitron CEO Peter Nilsson share their frontline perspectives on navigating these turbulent waters while maintaining the exceptional performance that has become synonymous with Nordic EMS providers.As tariffs and regional manufacturing requirements reshape global supply chains, both leaders offer pragmatic insights into the challenges ahead. Despite the push for regionalization, the specialized nature of electronic components means complete supply chain localization remains impractical. "Everyone talks about how fast it is to move a factory," Johannes notes, "but if you want to move the electronic production that the US is making in China, that's going to be an enormous investment."As the conversation switches gear to the topic of Nordic EMS Exceptionalism, we examine why Nordics companies consistently stand out for their resilience, profitability, and customer relationships. Scandinavia is the most outsourced market in Europe by some distance, but what exactly drives these advantages? Our guests peel back the curtain on the unique cultural factors that have positioned companies like Note and Keytron at the forefront of the industry."I think there is no secret formula," Johannes reflects, "it's a dedication to do things better and better, to never become complacent." This philosophy of continuous improvement permeates the entire ecosystem, from management approaches to factory floor operations. Peter adds that when American customers visit their Swedish factories, they frequently mistake production operators for senior engineers – a testament to the depth of talent and problem-solving capability built into their workforce.The conversation reveals how the region's manufacturing heritage, stemming from telecom giants like Ericsson and Nokia, created not just technical expertise but a distinctive approach to business relationships. Unlike more protective manufacturing cultures found elsewhere in Europe, Scandinavian companies embrace openness and partnership. This cultural orientation creates sticky, strategic relationships with customers rather than merely transactional ones.Discover why cultural factors and leadership approaches may ultimately determine which manufacturers thrive in this uncertain environment, and why the Scandinavian model offers valuable lessons for the broader electronics industry.EMS@C-Level is sponsored by global inspection leaders Koh Young (https://www.kohyoung.com) and Creative Electron (https://creativeelectron.com) You can see video versions of all of the EMS@C-Level pods on our YouTube playlist.

I start this interview with a super simple question: where is the Arctic? As it turns out, the answer may not be so simple. In fact, it's a serious question that invokes geopolitical conflicts that seem to be undermining the "exceptionalism" of the Arctic. ►In this interview, I discuss the following with Dr. Troy Bouffard: Countries in the Arctic - the Arctic 8, 5 & 3. China - a "Near Arctic Country" Russia and China joint show of force in the Arctic - a wakeup call for America! Can/could Russia embarrass the U.S. with its Arctic forces? Is America prepared to enforce Arctic security? Is Canada prepared to enforce Arctic security? How have supersonic weapons changed Arctic security? Why don't satellites and lasers work in the Arctic? Why role does Greenland play in Arctic security?

For nearly 15 years, the U.S. stock market has been the standout performer, but is that about to change? Philip Petursson, Chief Investment Strategist at IG Wealth Management, explores the economic implications of U.S. government deficits, the rise of European fiscal spending and the recalibration of tech giants' growth narratives. Philip discusses the potential shift in global investment trends and the opportunities in commodities and Chinese equities.

Daniel talks about past instances of weaknesses in the US economy, the asset class performances during those times, and what lessons we can draw for investing today.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Ray speaks with Manpreet about what investors should focus on amid ongoing market volatility and global trade uncertainty. They discuss why Standard Chartered remains overweight on equities, albeit after a marginal trimming of the position, and on gold, and conclude with a discussion on the Dollar's outlook.Find out more from our latest Global Market Outlook report here. Speakers: Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank Ray Heung, Senior Investment Strategist, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

There's a “whiff of stagflation” around the US economy – and that's even before Donald Trump rolls out his reciprocal tariffs plan. Group Chief Economist Neil Shearing hops off a plane from New York and onto The Weekly Briefing from Capital Economics to give his take on the latest US consumption and price data, to preview March payrolls and to talk about what this all means for the US and global macro outlook. He's joined by Jonas Goltermann, our Deputy Chief Markets Economist, who explains what all of this means for US markets exceptionalism.Also on this week's episode, our China Activity Proxy is our long-running proprietary read of what's really happening with Chinese economic activity. Leah Fahy from our China team is on to discuss what the latest read of this widely followed indicator says about the trajectory for Chinese growth in 2025. Analysis referenced in this episodeThe beginning of the end of US exceptionalism?https://www.capitaleconomics.com/publications/asset-allocation-update/beginning-end-us-exceptionalismGlobal Economic Outlook: Trade war to dampen, not derail, global growthhttps://www.capitaleconomics.com/publications/global-economic-outlook/global-economic-outlook-trade-war-dampen-not-derail-globalData: China Activity Proxyhttps://www.capitaleconomics.com/data-and-charts/china-activity-proxyCAP: Weak start to the year for China's economyhttps://www.capitaleconomics.com/publications/china-activity-monitor/cap-weak-start-year-chinas-economy

This episode is a deep cultural exploration of Ruby Franke, the Mormon mommy vlogger whose shocking story of child abuse captivated—and horrified—the world. Joined by mental wellness coach and Utah resident (and non-Mormon) Janelle Devlin, we're unpacking the disturbing Hulu docuseries Devil in the Family, discussing perfectionism, the powerful draw of cults, and what life is like as an outsider in the heart of Mormon country. If you're fascinated by the intersections of faith, social media fame, and human psychology, this conversation is a must-listen.Notable Timestamps:(02:15) Introduction to Ruby Franke and the Hulu docuseries(09:45) Mormon exceptionalism and the pressure to perform(21:30) The dark side of family vlogging and lack of child consent(34:00) Non-Mormon life in Utah and navigating local culture(47:15) Psychological insights into Ruby Franke's narcissism(59:00) Impact of social media on parenting and personal identity(1:15:30) "Jack Mormons" and cultural nuances in Utah(1:25:00) Is Kevin Franke guilty or brainwashed?Links & Resources:Connect with Janelle Devlin and learn more about her retreat: Instagram @DevlinWorldwideBook a FREE clarity call with Allison Hare: allisonhare.com/freecallHulu Docuseries: Devil in the Family Be sure to rate, review, and follow this podcast on your player and also, connect with me IRL for more goodness and life-changing stuff.Sign up for the free Reinvention Roadmap weekly emailAllisonHare.comFollow me on Instagram, LinkedIn, Facebook, and YouTube.Schedule a FREE breakthrough call with me Want to take these ideas and apply them to your life? Let's do it!DOWNLOAD the free PDF - 40 Simple Ways to Add Energy To Your Day- get a quick burst of energy right now and KEEP IT!Reb3l Dance Fitness - Try it at home! Free month with this link.Personal Brand - need help building yours? Schedule a call with me here and let's discuss.Feedback and Contact:: allison@allisonhare.com

C Worldwides tematiska specialist Morten Springborg har djupdykt i två teman på börsen som vi ska få höra lite mer kring idag, nämligen US Exceptionalism och Passiva investeringar - två högaktuella ämnen. Podden kommer även att hållas på engelska den här veckan. Delikat lyssning på dig,Nicklas Hosted on Acast. See acast.com/privacy for more information.

Seth's clumsy metaphor for America addresses how selfishness is usually self defeating.Become a supporter of this podcast: https://www.spreaker.com/podcast/thethinkingatheist--3270347/support.

Preview: Colleague Peter Berkowitz explains the cynical exceptionalism of the 1948 Palestinians at the UN and how that has damaged the Middle East since. More later. 1898 GAZA

Scott Wapner and the Investment Committee debate whether the U.S. exceptionalism trade is still on given the uncertainty about tariffs and the economy. Plus, Josh Brown brings us a Trade School on Toast, a stock that's he's been in and out of a few times already. And later, the Committee share their latest portfolio moves. 

In this week's Rise Up, weekly market recap — the team analyzes the markets, Mag 7, and asks is there going to be a new period of European Exceptionalism and what should investors be doing about it. Then does a deep dive into alternative investments and the shadow economy investors need to not only be aware of, but invest in. From what are alternative investments, to their role in your portfolio, how you can get access to them and answers the question are they right for you? Plus, what to watch for next week that could affect your balance sheet. 3:14 The Fed moves 5:16 What do investors do now? When to Buy, Sell, Hold 10:21 The Mag 7, Getting in, Getting out and the consequences 12:23 (European Exceptionalism? 15:26 Alternative Investments, what are they? 18:29 How do you get access to invest in alternative investments? 19:30 What is the role of an alternative investment in a portfolio? 23:34 What are the different Alternative Investment vehicles 26:37 What are the current trends in alternative investments? 31:48 Next week: Tariff Watch 32:43 Next week: Consumer Confidence and what Bleakley Financial is seeing 34:45 Next week: Other Economic Indicators Subscribe to our YouTube Channel: https://www.youtube.com/@Wealthion Follow us on X: https://x.com/wealthion Follow us on Facebook: https://www.facebook.com/Wealthion Investment Concerns? Get a free portfolio review with Wealthion's endorsed financial advisors at https://wealthion.com/free/ Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://hardassetsalliance.com/?aff=WTH Learn more about your ad choices. Visit megaphone.fm/adchoices

Climate change and the reduction in sea ice is opening new shipping routes, and making it easier to tap the arctic's natural resource wealth, especially critical minerals. For Canada, a country where the arctic represents 40 percent of its territory and 75 percent of its coastline, the changing arctic presents new challenges and opportunities. However, Canada's sovereignty over its vast arctic territory is exercised by only a very small military presence on land and occasionally at sea. In this episode, Christopher Hernandez-Roy sits down with Vincent Rigby, senior adviser with the CSIS Americas Program and professor at the Max Bell School of Public Policy at McGill University. Together, they discuss Canada's current force posture in the arctic and priorities for bolstering Canadian sovereignty there. They also examine current U.S.-Canada tensions, and how Ottawa can manage these without sacrificing the need for cooperation and interoperability with the United States to tackle threats in and through the arctic.

After years of setting the global pace, the S&P 500 Index has dropped 9% from its peak while Hong Kong and Europe benchmarks rise. In this week's Viewsroom podcast, Breakingviews columnists discuss whether trade wars and threats to the rule of law portend a durable shift.   Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. 

Jeffrey Cleveland expects the Fed to “appear hawkish.” If Powell “talks through” the recent economic data and says he still sees strength, he thinks it will soothe the market. He calls the idea that American exceptionalism is ending a “false narrative” because nothing has changed fundamentally. He also notes that despite the DOGE “hoopla”, we “have not really cut spending as much as people think.”======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Can U.S. economic exceptionalism survive the transformations of our time? We analyze the underpinnings of American economic exceptionalism, weigh its resilience and provide a playbook for investing in a new era Join Executive Director of Investment Research Andrew Korz and Research Associate Alan Flannigan as they delve into their new report, U.S. exceptionalism: At a crossroads.Have a question for our experts? Text us for a chance to have your questions answered on the next episode.To watch the video version, go to https://www.youtube.com/@FSInvestments For more research insights go to FSInvestments.com https://bit.ly/m/fsinvestments

In this edition of Tactical Take, Jack Janasiewicz and Brian Hess discuss the impact of DeepSeek on US tech and global markets.

Earlier this month, Lithuania's unprecedented withdrawal from the Convention on Cluster Munitions (CCM) took effect. Meanwhile, several states are openly questioning their continued adherence to other humanitarian treaties, including the Anti-Personnel Mine Ban Convention (APMBC). These developments take place amid heightened international tensions and mounting security concerns, both in Europe and globally. They come at a time when respect for fundamental humanitarian norms is shockingly insufficient, as the immense devastation in ongoing conflicts demonstrates. In this post, ICRC Chief Legal Officer Cordula Droege and ICRC Legal Adviser Maya Brehm caution that recent challenges to the APMBC mirror broader threats to the life-saving protections of international humanitarian law (IHL). They argue that justifications for using anti-personnel mines (APM) tend to be divorced from battlefield realities and overlook the appalling impacts of these treacherous weapons. The authors also show how efforts to circumvent or abandon the APMBC challenge fundamental precepts of IHL and undermine the international rule of law. The post concludes with a call to reinforce humanitarian norms as essential safeguards for upholding humanity in war.

Today's slide deck: https://bit.ly/43zRWgK     - Today we look at the massive further slide in US equities, which has taken the Nasdaq 100 to the next significant support point. We also note the reasons that the US has been in for an exceptional pounding relative to the rest of the world, have a look at key commodities like gold, oil and grains, rundown the latest in and FX, the latest link-a-palooza and a VERY important event risk on Friday of this week. Today's pod features Saxo Head of Commodity Strategy Ole Hansen, with Global Head of Macro Strategy John J. Hardy hosting. Link to Ole's COT Report analysis Link to John's latest FX Update   Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo.

Germany's surprise €500bn infrastructure plan marks a historic break from fiscal restraint, shaking up markets and boosting European stocks.Meanwhile, US economic uncertainty under Trump is fueling recession fears, pushing Treasury yields down and challenging USD strength.We also break down Japan's bond market surge and what it means for global investors.This episode is presented by Magdalene Teo, Head of Fixed Income Asia at Julius Baer.

Lee Hardman, Senior Currency Analyst, and Shan Husain, Institutional FX Sales discuss the impact of the significant policy shift taking place in Germany. Why has the USD failed to strengthen in response to President Trump's tariffs this week? Disclaimer: www.mufgresearch.com (PDF)

Big Oil has a Big Brother — animal agriculture.A handful of multinational companies are driving environmental degradation and cruelty around the world to feed their pockets rather than the hungry's bellies. Welcome to the world of animal agriculture, an industry which gets away with practices which would be considered illegal in any other sector. Vox reporter Kenny Torrella lays out how this destructive industry has inserted itself into policy at every level of government, ensuring policy-makers ignore the fact the sector is the number one driver of air and water pollution, fresh water use, and habitable land exploitation. While some Nordic governments are trying to push back, as Kenny explains, the EU bloc as a whole is deliberately undermining the plant-based food industry while the meat-heavy American diet remains the aspiration for “developing” economies around the world. This episode is both devastating and revealing — but Kenny ends on a note of hope, explaining how, because this industry functions in the shadows, the movement against it politically homeless, meaning it could generate bipartisan support for animal-human-planetary health.Planet: Critical is 100% independent and community-powered. If you value it, and have the means, become a paid subscriber today. Get full access to Planet: Critical at www.planetcritical.com/subscribe

Jay Pelosky is paying more attention to the “market reaction to the news” than the news itself. “We're in the early stages of a move out of U.S. equities,” facilitated by dollar weakness, into international equities, he argues. He thinks DeepSeek “shot a hole in the heart of U.S. exceptionalism,” and Trump's policies have “called into question” U.S. economic growth.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Philip Straehl covers the impact of A.I. capital expenditures on the larger market. He thinks it's too early to say whether or how A.I. will impact the job market. He charts America's ‘stock market exceptionalism' over the last decade and discusses why the U.S. outperformed international markets.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

The US economy appears indestructible. Since the Great Financial Crisis in 2008-09 and throughout the following downturns including the pandemic, consumption quickly bounced back, the labor market tightened and equity markets outperformed peers. This strength had investors coining the term “US exceptionalism” as it increasingly seemed that the greenback and other assets were the best game in town. But risks are building, from China’s DeepSeek cooling demand for AI stocks in the US to President Donald Trump’s tariffs that threaten inflation, spending and growth. Could these risks unseat the US exceptionalism trade? Is that era potentially behind us? Steve Brice, Global Chief Investment Officer of Standard Chartered Bank, doesn’t think so, and explains why he believes the trade is here to stay – at least for now. He joins John Lee and Katia Dmitrieva on the Asia Centric podcast. See omnystudio.com/listener for privacy information.

We discuss how lofty U.S. stock valuations call for a renewed focus on risk assessment and portfolio diversification. The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO or other security, strategy, product or service. Past performance is not a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures

Nothing in life is truly free—everything has a cost. In this two-part series, we're breaking down the hidden price behind the things you want, whether you pay for them directly or someone else covers the bill. Understanding these costs will help you make smarter choices and be ready when the invoice comes due. Let's get into it! Show Notes: [02:51]#1 Discipline costs pleasure. [07:35]#2 Exceptionalism costs isolation. [12:16]#3 Urgency costs comfort. [15:23]Recap Next Steps: Text Dre Baldwin: Text Dre at 1.305.384.6894 (or go to http://www.DreAllDay.com/Text) Work On Your Game University: http://www.WorkOnYourGameUniversity.com  Sponsor: AG1 by Athletic Greens: http://drinkAG1.com/WORKONYOURGAME  Get Dre's Emails FREE:  Http://WorkOnMyGame.com  Free Audiobooks:  The Third Day: http://www.ThirdDayBook.com/audible The Mirror Of Motivation: http://www.MirrorOfMotivation.com/audible Get The Free Books: The Third Day: http://ThirdDayBook.com  The Mirror Of Motivation: http://MirrorOfMotivation.com The Overseas Basketball Blueprint: http://BallOverseas.com  Basketball: How To Play As Well As You Practice: http://HoopHandbook.com/Free  Donate:  CashApp: http://Cash.app/$DreBaldwin  PayPal: http://PayPal.me/DreAllDay  Be sure to Subscribe to have each new episode sent directly to you daily! If you're enjoying Work On Your Game, please Review the show and let us know!  Dre on social media: Instagram [http://instagram.com/DreBaldwin] Facebook [http://Facebook.com/WorkOnYourGameUniversity] Twitter / X [http://X.com/DreAllDay] YouTube [http://youtube.com/dreupt]  Facebook Business Group: https://www.facebook.com/groups/6figuresandgrowing/  All Episodes + FULL Work On Your Game Podcast archive at:  http://WorkOnYourGamePodcast.com 

In this episode, the team delves into the risk and reward dynamics of U.S. equities compared to the rest of the world, following the recent comparative underperformance from the U.S. They discuss recent investor flows and positioning, and whether the recent underperformance in U.S. equities presents a “buy the dip” opportunity. They also touch on the macroeconomic environment, corporate earnings and geopolitical factors, assessing how these elements impact U.S. exceptionalism relative to Europe and the rest of the world. John Schlegel, head of Global Positioning Intelligence, and Ellen Wang, from the U.S. Market Intelligence team, are joined by Eloise Goulder, head of the wider Global Data Assets & Alpha Group. This episode was recorded on February 11, 2025. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan's Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument.  This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions.  J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed.  For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan. © 2025 JPMorgan Chase & Company. All rights reserved.

On Mon.'s No Dunks podcast, the guys revisit the two blockbuster trades (Luka to the Lakers, Fox to the Spurs), discuss Mavs GM Nico Harrison's wild press conference, and share NBA weekend winners and losers. Winners include: Wembanyama, Jaren Jackson Jr.'s one move, and Jayson Tatum. Losers include: the Warriors (both on and off the court), the freefalling Magic, and Aaron Wiggins' unfortunate timing.

On Mon.'s No Dunks podcast, the guys revisit the two blockbuster trades (Luka to the Lakers, Fox to the Spurs), discuss Mavs GM Nico Harrison's wild press conference, and share NBA weekend winners and losers. Winners include: Wembnayama, Jaren Jackson Jr.'s one move, and Jayson Tatum. Losers include: the Warriors (both on and off the court), the freefalling Magic, and Aaron Wiggins' unfortunate timing.

In a week of news regarding ongoing resilient growth and still-solid inflation, our key call of a Trump-lite policy outcome this year is being severely challenged with the confirmation of 25% tariffs on Canada and Mexico. Such an outturn would not only weigh more heavily on the global outlook but also undermine the US expansion given the centrality of the US's most important trading partners. Amid a flurry of central bank meetings, we largely got what was expected. Speakers: Bruce Kasman Joseph Lupton This podcast was recorded on 31 January 2025. This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

Key Insights: 

Daniel discusses the upcoming US Q4'24 earnings season, the market's expectations and implications for investorsSpeaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel talks about the latest non-farm payroll figure, why it fuels the further narrative on US exceptionalism, and what investments investors should be focusing upon. Speaker:  - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube. 

After a period of no indicator upgrades within the Recession Risk Dashboard, there was quite a bit of movement in December. We speak with Jeff Schulze of ClearBridge Investments about these moves and more.  

Daniel discusses the recent geopolitical rhetorics, the US macro data, and the implications to investments in the near-term. Speaker:  - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

In order to have consistent production, you must get to executing - to doing the work. Doing is producing. And if you want to get from not executing anywhere to executing everywhere, crossing that chasm in one leap will be the same sort of failure. If your execution sucks, start by executing on something you can handle. Build sustainable deliverables. The point is to start producing consistently, no matter how small. You can make small things bigger. You can't make big things out of nothing. You might be worried that small and consistent is slow. "This is going to take forever." You'd be wrong. It's actually the opposite. Consistent isn't slow. At least it doesn't have to be. Once you build consistency into your outputs, you'll be able to add to it. Keep piling, keeping improving, and soon your strides will be more than you wished to handle. Build habits of consistent production, instead of pursuing leaps of gains. Consistent production beats sporadic exceptionalism.

In order to have consistent production, you must get to executing - to doing the work. Doing is producing. And if you want to get from not executing anywhere to executing everywhere, crossing that chasm in one leap will be the same sort of failure. If your execution sucks, start by executing on something you can handle. Build sustainable deliverables. The point is to start producing consistently, no matter how small. You can make small things bigger. You can't make big things out of nothing. You might be worried that small and consistent is slow. "This is going to take forever." You'd be wrong. It's actually the opposite. Consistent isn't slow. At least it doesn't have to be. Once you build consistency into your outputs, you'll be able to add to it. Keep piling, keeping improving, and soon your strides will be more than you wished to handle. Build habits of consistent production, instead of pursuing leaps of gains. Consistent production beats sporadic exceptionalism.

In this special episode, ClearBridge Investments' colleagues, Jeff Schulze and Josh Jamner, discuss their base case for the US economy and equity markets in 2025.

Did this week's inflation data give the Fed the go-ahead to cut rates – and where's the opportunity for investors now? Anshul Sehgal, Head of US Interest Rate Products Trading in Global Banking & Markets, discusses with Chris Hussey of Goldman Sachs Research. 

Manpreet speaks with Audrey about how long US exceptionalism can continue, our view on year-end opportunities in markets and what political concerns mean for the EURSpeaker: - Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank- Audrey Goh, Head of Asset Allocation,  Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Tom Zayas & Cranjis McBasketball discuss Dalton Knecht's incredible week, including how he's been on fire for a week, the state of his effectiveness as an Off-Screen Shooter and where he can improve. Later, they discuss if the Lakers are a title contender by identifying some of their team fundamentals (ORTG, DRTG, and more). Where does LA need to improve to land in the handful of title contenders? Music by @sleepyghostmp3 Check out the link for access to the LE Discord! Learn more about your ad choices. Visit podcastchoices.com/adchoices

We discuss why American democracy should not treat the Latinx community as a monolith, what actually matters to this community, and how the strength of their engagement in U.S. democracy will play out in this year's presidential election.   Maria Teresa's civic action toolkit recommendations are:  VOTE! Share your excitement to vote with everyone you know, especially young people.   Maria Teresa Kumar is the President and CEO of Voto Latino, a civic engagement organization focused on educating and empowering a new generation of Latinx voters, as well as creating a more robust and inclusive democracy.     Let's connect! Follow Future Hindsight on Instagram:  https://www.instagram.com/futurehindsightpod/   Discover new ways to #BetheSpark:  https://www.futurehindsight.com/spark    Follow Mila on X:  https://x.com/milaatmos    Follow Maria Teresa on X:  https://x.com/MariaTeresa    Sponsor:  Thanks to Shopify for supporting Future Hindsight! Sign up for a $1/month trial at shopify.com/hopeful.   Early episodes for Patreon supporters: https://patreon.com/futurehindsight  Credits:  Host: Mila Atmos  Guests: Maria Teresa Kumar Executive Producer: Mila Atmos Producer: Zack Travis