Podcasts about Fed

Liz Ann Sonders and Collin Martin begin this episode by analyzing the powerful role earnings are playing in driving the U.S. stock market higher and what that means for investors. Liz Ann highlights that S&P 500 earnings growth is tracking around 51% for the second quarter, an unusually strong pace outside of a post-recession recovery. Collin explains why Schwab expects a "higher-for-longer" rate environment, with short- and longer-term Treasury yields likely remaining elevated as the economy stays resilient and inflation remains above the Fed's target. Then Collin sits down with former Federal Reserve Vice Chair Dr. Richard Clarida. They discuss how the Fed thinks about inflation, labor markets, supply shocks, productivity, and AI. Clarida argues that policymakers are trying to determine whether today's inflation pressures are temporary or indicative of a higher underlying trend. He also discusses the transition to new Fed Chair Kevin Warsh, potential changes to Fed communications, and why AI could be inflationary in the near term but ultimately disinflationary through improved productivity over the next several years. On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting.  If you enjoy the show, please leave a rating or review on Apple Podcasts. Important Disclosures The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab. This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions. All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. Past performance is no guarantee of future results. Investing involves risk, including loss of principal.  Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy. Currencies are speculative, very volatile and not suitable for all investors. Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.  Diversification, rebalancing, and asset allocation strategies do not ensure a profit and do not protect against losses in declining markets. All names and market data shown are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data. The policy analysis provided by Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party. Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions  ISM refers to the Institute for Supply Management. (0826-VELR) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 12, 2026 – Energy expert Mark Mills at the National Center for Energy Analytics upends conventional wisdom in this must-hear Financial Sense Newshour conversation with Jim Puplava—one that could reshape how you think about...

The AI boom is proving complicated for everyday Americans. It's raising the cost of living and stopping the Fed from lowering interest rates. It is making some things faster and easier, but it is also changing how we live. Also: today's stories, including how Israel's new left-wing party is not focusing on peace within its campaign; how Kazakhstan is questioning Russia's invasion of Ukraine; and how parents are advocating for less screen time in schools. Join the Monitor's Linda Feldmann for today's news.

The latest inflation report came in largely as expected, giving the Federal Reserve something increasingly valuable: more time. Inflation was neither soft enough to eliminate concerns about price pressures nor hot enough to force the Fed's hand. That leaves investors asking what comes next for interest rates, the economy, and markets. Lance Roberts examines what the latest inflation data means for Fed policy, whether officials can remain patient, and what investors should watch as the debate over inflation and interest rates continues. 0:00 INTRO 0:50 - CPI & Bond Auction Action 4:00 - Markets Are Stretched 9:31 - Lebo Merch 11:03 - CPI, Inflation, & Oil Prices 12:31 - What The Fed Should Do 16:08 - Core Inflation 18:01 - Inflation vs Prices 20:29 - Why Inflation is Important 21:01 - Why Leave Your Money at Old Company? 21:55 - Why Inflation Matters 24:48 - What the Fed May Do in September 28:31 - CPI Measurement & Boskin Commission 32:09 - The AI "Circular Financing" Narrative Debunked 35:43 - AI Spend per Employee per Month (Chart) 38:19 - AI Winners & Losers Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO, Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch today's "Before the Bell" premarket commentary, "Retail Investors Are Chasing Again," https://youtu.be/1sKwI4gscZo -------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/Hl6lVuNeTYM ------- Articles mentioned in this report: "Wall Street To Support Data Center Growth" https://realinvestmentadvice.com/resources/blog/wall-street-to-support-data-center-growth/ ------- Watch our previous show, "Q&A Wednesday - Is Inflation Back in Control?" https://youtu.be/ygeDd0d0XF8 ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series, "Savvy Medicare Planning: Everything You Need to Know Before You Enroll," Thursday, August 20, 2026: https://streamyard.com/watch/Qjx33M2tS4i4 --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #Investing #SP500 #MarketOutlook #PortfolioManagement #Inflation #FederalReserve #InterestRates

On today's episode, Editor in Chief Sarah Wheeler talks with Lead Analyst Logan Mohtashami about inflation, the Fed and existing home sales. Related to this episode: Inventory is down year over year, but months of supply says the market is functioning HousingWire | YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ HousingWire Mortgage Banking Summit – October 1 More info about HousingWire Top 5 Trending: ‘Sounds like competition to me': Sizing up Google's real estate play at the AI Summit AI agents could dominate home search, Lower and HouseCanary CEOs say Two Harbors calls UWM lawsuit ‘frivolous,' slams management for $600M hedge loss What Better's CEO swap means for its future Mortgage insurers face larger safety net rule for VantageScore 4.0 Want more from Sarah? Don't forget to subscribe! The HousingWire Daily podcast brings the full picture of the most compelling stories in the housing market reported across HousingWire. Each morning, listen to editor in chief Sarah Wheeler talk to leading industry voices and get a deeper look behind the scenes of the top mortgage and real estate.

Jim Rickards returns for a wide-ranging macro conversation on a world where geopolitics and economics have fully merged. He lays out the US–Iran standoff as a global game of chicken — Trump betting Iran's economy breaks first, Iran betting the midterm elections break Trump first — and explains why he thinks Tehran holds the stronger hand, why regime change was always a fantasy, and how a handful of drones a week is enough to keep the Strait of Hormuz bottled up. From there he turns to gold: how he used Jim Rogers' 50% drawdown rule and fractal scale invariance to call the bottom, why central bank buying puts a floor under the market, why gold works as a deflation hedge as well as an inflation hedge, and why he stands by his $10,000 target. He also dismantles the popular "debasement trade" narrative, explains what Kevin Warsh's less transparent, market-following Fed means for investors conditioned to expect a rescue, and walks through the unwinding of the Japanese yen carry trade — which he calls the most important story in the world right now, and the one most likely to make 2027 messy. The episode closes on the darker side of AI: increasingly sophisticated voice-cloned scams aimed at older Americans.Thank you to our partners Augusta Precious Metals — To learn more, visit https://juliabuysgold.com/ or text “Julia" to 35052Monetary Metals - learn more at https://www.monetary-metals.com/julia/More about Rickards: Rickards is a New York Times bestselling author of Currency Wars: The Making of the Next Global Crisis and several other best-sellers, including The New Great Depression, Aftermath, The Road to Ruin, Death of Money, The New Case for Gold, Sold Out: How Broken Supply Chains, Surging Inflation, and Political Instability Will Sink the Global Economy, and his newest book MoneyGPT: AI and the Threat to the Global Economy. An investment advisor, lawyer, inventor, and economist, Rickards has held senior positions at Citibank, Long-Term Capital Management, and Caxton Associates. He is also the Editor of Strategic Intelligence, a widely-read financial newsletter. Links:  http://www.jamesrickardsproject.com/ https://x.com/RealJimRickardsVisit CallFort.io  or download the app https://apps.apple.com/us/app/callfort/id6752949954Timestamps: 0:00 – Intro: welcome back, Jim Rickards1:04 – Geopolitics and economics have merged: chokepoints and economic warfare3:30 – The US–Iran game of chicken: what each side is betting6:13 – Regime change isn't happening — and why killing leaders backfired10:42 – Lost credibility and the Iran–Oman deal the US wasn't part of14:41 – The midterm clock, and how Iran keeps the Strait closed17:23 – [Sponsor: Augusta Precious Metals]19:04 – Gold's drawdown: the Jim Rogers 50% rule and fractal math24:04 – Why gold goes much higher — and the $10,000 call25:03 – What's driving gold: central banks, deflation, flat mine supply31:15 – Why the "debasement trade" narrative is wrong33:00 – Inside the primary dealer world and the old Fed35:00 – Kevin Warsh, killing the dot plot, and a whole new Fed38:16 – [Sponsor: Monetary Metals]40:03 – The Fed's only real job — and what Friedman got wrong44:13 – The yen carry trade: the most important story in the world48:55 – The petrodollar, Japan's Treasuries, and the Bessent bailout51:43 – Why currency defenses always fail, and why 2027 gets messy52:50 – AI, sophisticated scams, and the Callfort app59:10 – What's next: climbing Kilimanjaro

On this episode of The Futures Rundown, host Mark Longo welcomes back Brett Friedman of Winhall Risk Analytics and OptionMetrics for a deep dive into one of the strangest stories in the futures markets: crude oil's surprisingly underwhelming response to a major geopolitical conflict. With dire supply warnings and plenty of doom-and-gloom predictions, many expected crude to explode higher. Instead, the rally has repeatedly struggled to live up to the hype. Brett compares the current environment with previous oil-market disruptions, including the historic volatility of 2020, and explains why this latest episode hasn't come close to matching those extremes. We also discuss: Why crude oil hasn't behaved the way many fundamental analysts expected The unusual volatility picture in WTI What's driving heating oil and gasoline Why gold and silver have fallen out of the market spotlight The return of the AI trade and the "most hated" equity rally What's happening in rates and the Fed-watching game Natural gas and the strange predictability of seasonal trading The steepening VIX futures curve Why palladium may have attracted the wrong crowd Whether traders are using the VIX the wrong way And much more

July CPI data was tame, but PPI this morning provides a look at wholesale prices. Results could affect yields after Fed rate hike odds fell Wednesday. Retail sales are due Friday. Important Disclosures This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for their own particular situation before making any investment or trading decisions. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. For illustrative purposes only. Individual situations will vary. Not intended to be reflective of results you can expect to achieve. Investing involves risk, including, for some products, more than your initial investment. Past performance is no guarantee of future results. Supporting documentation for any claims or statistical information is available upon request. Diversification and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets. Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions. The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party. Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed-income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. Digital currencies [such as bitcoin] are highly volatile and not backed by any central bank or government. Digital currencies lack many of the regulations and consumer protections that legal-tender currencies and regulated securities have. Due to the high level of risk, investors should view digital currencies as a purely speculative instrument. Cryptocurrency-related products carry a substantial level of risk and are not suitable for all investors. Investments in cryptocurrencies are relatively new, highly speculative, and may be subject to extreme price volatility, illiquidity, and increased risk of loss, including your entire investment in the fund. Spot markets on which cryptocurrencies trade are relatively new and largely unregulated, and therefore, may be more exposed to fraud and security breaches than established, regulated exchanges for other financial assets or instruments. Some cryptocurrency-related products use futures contracts to attempt to duplicate the performance of an investment in cryptocurrency, which may result in unpredictable pricing, higher transaction costs, and performance that fails to track the price of the reference cryptocurrency as intended. Please read more about risks of trading cryptocurrency futures here. Schwab does not recommend the use of technical analysis as a sole means of investment research. The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.  Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries. Google Podcasts and the Google Podcasts logo are trademarks of Google LLC. Spotify and the Spotify logo are registered trademarks of Spotify AB. (0131-0826) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Wisconsin Democrats nominate moderate David Crowley for governor, Trump ally Mike Lindell refuses to concede in Minnesota and inflation cools as Fed weighs its September rate decision.

The Strait of Hormuz authority rejected US claims and said the waterway remains blocked until Iran's conditions are met, according to Press TV.USD/JPY saw a bout of mild pressure late in the session after Bloomberg sources said that the Takaichi government is said to support a faster BoJ rate hike.US equity futures mixed, with the NQ giving back some of Wednesday's gains.DXY flat; NOK softens as the Norges Bank leaves rates unchanged but signalled progress on inflation.Fixed income benchmarks muted heading into US PPI and a US 30-year auction.Energy benchmarks steadily fall as geopolitical headlines quieten down.Looking ahead, highlights include US Initial Jobless Claims (Aug/08), PPI (Jul). Speakers include Fed's Hammack & Barkin. Supply from the US. Earnings from Applied Materials.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Pakistan's key mediator has held a second meeting with Iran's Foreign Minister Araghchi and is seeking to extend the 60-day truce, according to an informed source cited by Al Arabiya.Strait of Hormuz authority rejected US claims and said the waterway remains blocked until Iran's conditions are met, according to Press TV.Crude futures initially declined but clambered off worst levels, with price action indecisive amid the absence of any major geopolitical updates overnight.USD/JPY saw a bout of mild pressure late in the session after Bloomberg sources said that the Takaichi government is said to support a faster BoJ rate hike.APAC stocks were predominantly in the green as the region took its cue from the mild positive handover from Wall Street; European equity futures indicate a positive cash market open.Looking ahead, highlights include UK GDP (Jun/Q2), Trade Balance (Jun), Swedish/Spanish Inflation Final (Jul), EU Industrial Production (Jun), US Initial Jobless Claims (Aug/08), PPI (Jul), Norges Bank Policy Announcement (Aug). Speakers include Fed's Hammack & Barkin, Norges Bank's Bache. Supply from the US. Earnings from Applied Materials, RWE, Antofagasta & Maersk.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

How are the mighty fallen — and what can we learn from the life of one of the greatest prophets in Scripture? In today's Words From The Word devotion, Pastor Roderick Webster opens 1 Kings 19 (KJV) and takes us back through the stunning victories of Elijah before asking a sobering question: what happened after all those miracles?You might be asking — can a truly great man of God fall into despair? Why does God sometimes let us face our lowest moments right after our greatest victories? What does Elijah's journey teach me about my own faith walk today?In this first part of the series "How Are the Mighty Fallen," Pastor Webster walks us through three powerful moments in Elijah's ministry:- Elijah declares a drought and God's word comes to pass exactly as spoken- Ravens miraculously bring bread and meat to Elijah at the Brook Cherith- A widow's barrel of meal and cruse of oil never run out, just as God promised- The widow's dead son is raised back to life after Elijah cries out to GodThese were real, documented victories — and yet, as Pastor Webster reminds us, the story is not finished. Tomorrow's devotion will show us what happened next. Stay close.If this message blessed you, please like, leave a comment, share this video, and subscribe so you never miss a devotion.#WordsFromTheWord #KJV #BibleDevotion #ChristianLiving #GoodNewsBaptistChurchStay connected with GNBC:

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Hier après-midi, l’Amérique a appris que les prix à la consommation montaient de 3,4% par an, et Wall Street a sorti le champagne. On applaudit, on s’embrasse, on remonte le S&P 500 de 0,26%. Pourquoi ? Parce que 3,4%, c’était PILE ce qu’on attendait, et que du coup la Fed ne va peut-être pas MONTER … Continued

Liz Peek analyzes the resilience of the U.S. economy, where strong consumer spending and business optimism persist despite high oil prices and stagnant job growth. While the Fed weighs interest rate hikes to curb inflation, a "wealth effect" from a robust stock market continues to buoy higher-end consumers. Politically, a "civil war" is brewing within the Democratic Party as far-left candidates aligned with the Democratic Socialists of America (DSA) challenge the establishment in key swing states like Michigan and Wisconsin. These ideological divisions raise significant questions regarding the electability of progressive candidates in the upcoming general elections. (3)

TABLE OF CONTENTS, JOHN BATCHELOR SHOW, 8-11-2-26Mary Kissel discusses North Korea's transformation into a critical military supplier for Russia's war in Ukraine, providing ballistic missiles and thousands of combat troops. This collaboration integrates Pyongyang into an "axis of tyranny" alongside Moscow, Beijing, and Tehran to challenge the West and NATO. Kissel notes that the Kim regime's involvement stems from a desire for cash, a need to demonstrate missile capabilities, and a shared goal of weakening U.S.global influence. This development highlights the long-term failure of U.S. diplomacy to prevent North Korean nuclear proliferation and serves as a warning regarding Iran. (1)Jonathan Schanzer addresses the mysterious absence of Iran's Supreme Leader and the resulting tightening grip of the IRGC on the government. The regime is characterized as sclerotic, relying on aging hardliners with "blood on their hands" to maintain power. Meanwhile, the Houthis have escalated attacks in the Red Sea, targeting Saudi infrastructure and shipping ports like Mocha and Jazan. Schanzer argues this is a strategic move by Iran to shut down trade on both sides of the Arabian Peninsula, exploiting a lack of unity between competitive regional powers like Saudi Arabia and the UAE. (2)Liz Peek analyzes the surprisingly vigorous U.S. economy, where consumer spending and small business optimism remain high despite elevated oil prices and stagnant job growth. While the Fed weighs interest rate hikes to curb inflation, a "wealth effect" from the stock market continues to buoy the economy. Politically, Peek highlights a "civil war" within the Democratic Party, where "revolutionary" candidates aligned with the Democratic Socialists of America (DSA) are challenging the establishment in key swing states like Michigan and Wisconsin. These far-left candidates struggle with electability among moderate voters in general elections. (3)Joseph Sternberg observes that the current midterm cycle has become an "election about nothing," with both parties failing to articulate clear policy agendas. He argues that Congress has outsourced its constitutional authority to the executive branch and regulatory agencies, losing the habit of legislating. This vacuum is being filled by "celebrity influencers" from the MAGA and DSA factions who prioritize social media attention over governing. Consequently, critical issues like Social Security reform and fiscal reality are being ignored until an inevitable crisis forces congressional action. (4)Gregory Copley evaluates the new "Mecca Joint Defense Agreement" between Saudi Arabia, Turkey, and Pakistan, which aims to counter Iranian influence despite mutual distrust among the members. The discussion also explores the massive transformation of global trade routes, including China's "Ice Silk Road" through the Arctic and Russia's International North-South Transport Corridor. Copley notes that these routes aim to bypass vulnerable maritime choke points like the Suez Canal and the Strait of Hormuz. Finally, he provides a report on King Charles III's summer activities and public engagements in Scotland. (5)Veronique de Rugy critiques the Trump administration's shift toward "socialism on the right," evidenced by the government taking ownership stakes in private companies like Intel. Often justified by national security, these interventions mirror European state-owned enterprise models that historically burden taxpayers and distort market competition. De Rugy argues that such moves make private companies hostage to government dictates, such as labor or diversity requirements. By adopting policies championed by far-left senators like Bernie Sanders, the administration risks damaging long-term economic efficiency and creating a "state enterprise" system similar to China's. (6)Ahmad Sharawi explains that Russia has secured its military foothold in Syria through a new memorandum of understanding with the Al-Shara government. Russia will maintain access to vital maritime and aerial bases for its operations in the Mediterranean and Africa, while Syria remains dependent on Russian grain and energy. Sharawi notes that the U.S. appears to be losing diplomatic leverage by removing sanctions without obtaining counterterrorism concessions or progress in neutralizing ISIS. The new Syrian administration is successfully playing major powers against each other to maintain domestic stability and maximize international benefits. (7)Samuel Ben-Ur and Bill Roggio discuss the "Board of Peace" plan for post-war Gaza, which proposes a civilian Palestinian government overseen by international forces. A significant impasse remains: Israel refuses to withdraw until Hamas is disarmed, while Hamas has endorsed the plan, likely hoping its allies—Turkey and Qatar—will oversee the verification process. The discussion reveals that Gaza's tunnel network is more extensive than previously believed, with only 40–50% cleared after years of war. One proposed solution to prevent Hamas from regrouping is filling the remaining tunnels with cement. (8)Thaddeus McCotter analyzes the Michigan Senate race between Mike Rogers and Abdul El-Sayed, a Rhodes Scholar supported by the far-left DSA. El-Sayed's primary victory over the Democratic establishment highlights the growing influence of "woke" ideology in college towns. While El-Sayed attempts to pivot to the center for the general election, his lack of a public voting record makes his true agenda difficult to pin down. McCotter suggests the race will test whether voters will reject the "Jacobin" manifestations of cancel culture and extreme progressive policies in favor of a more traditional candidate. (9)All nine files this time, with Gregory Copley in place at (5).

Ukraine has halted drone strikes on oil tankers using a critical Black Sea port after a request by the US, suspected Chinese hackers hit Taiwan with an autonomous AI cyber attack, and the head of the Boston Federal Reserve thinks policymakers may be forced to raise rates in September. Plus, measures of volatility in stocks and currencies have tumbled this summer despite the geopolitical uncertainty. Mentioned in this podcast:JD Vance asked Ukraine to halt strikes on tankers using Russian portChina-linked hackers hit Taiwan in unprecedented ‘autonomous' AI cyber attackAmericans are struggling to make ‘ends meet', top Fed official saysVolatility tumbles as markets shrug off Middle East risksCredit: White HouseWant to get in touch? Email us at podcasts@ft.comFT subscription finder: https://find-your-subscription.ft.com/?segmentId=288f5dc5-4a4b-0745-84da-8f07c7202cd4 Note: The FT does not use generative AI to voice its podcasts The FT News Briefing is produced by Victoria Craig, Sonja Hutson, and Saffeya Ahmed. Our show is mixed by Sam Giovinco and Alex Higgins. Additional help from Gavin Kallmann, Michael Lello, Peter Barber and David da Silva. Our executive producer is Topher Forhecz. Flo Phillips is the FT's global head of audio. The show's theme music is by Metaphor Music.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Former Disney CEO Bob Iger and Thrive Capital founder Josh Kushner are set to buy the Los Angeles Lakers, marking a major shakeup for one of sports' most valuable franchises. Then Goldman Sachs Chief U.S. Economist David Mericle breaks down the latest CPI report and what it means for inflation and the Fed. Plus, Lumentum CEO Michael Hurlston joins the show after earnings to discuss demand for the optical technology powering the AI infrastructure boom. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Today, an emphasis on the importance of this US July CPI hurdle today and different scenarios based on what the data shows, all while emphasizing that geopolitics and the crude oil price are a very important independent variable as well. Also, a look at more AI hardware companies reporting yesterday and the market reception of those earnings reports as well as the next batch of AI-adjacent companies reporting today. Some quality links discussed in today's podcast as well on everything from Fed communication policy to the risks from AI replacing search. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links Mike Green is striking out on a new adventure, one that will eye opportunities in the inefficiencies created by increasingly dominant passive flows. Michael McNair responds to a Stephen Roach substack article on China's Deepening Japan Problem.   Michael Every's latest Global Daily from Rabobank, with some great comments and sub-links Canada's The Walrus with a great piece discussed on today's pod, outlining the risks to the entire quality of the internet as AI results replace Google search. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.

What actually is a dollar? Not what you think it should be — what it actually is, right now, in the modern economy. Andy Tanner sits down with Professor J.W. Mason, heterodox economist and author of Against Money, for one of the most thought-provoking conversations in the show's history. They cover how money works as a social technology, why the Fed's "money printing" after 2008 didn't cause inflation — and why the COVID stimulus did, the real story behind Weimar-style hyperinflation, and why understanding what a dollar is might be the most important thing an investor can learn. This isn't an episode about which policy is right. It's about understanding the rules of the game well enough to play it — regardless of who's making the calls. If you're going to buy assets that produce dollars, you'd better know what a dollar actually is.

The Federal Reserve may be running out of reasons to raise interest rates in 2026.The latest jobs report came in far weaker than expected, previous months were revised lower, and wage growth has slowed. At the same time, inflation isn't showing the kind of spike that would make another Fed rate hike easy to justify. In this week's The Brief, Kenny Simpson breaks down:• Why the latest jobs report matters• Why wage growth may be the number everyone is overlooking• What slowing wages mean for inflation• Rising auto, credit card, and student loan debt• Why consumer stress matters to the Fed• Why Fed rate hikes could be off the table• What would need to happen for rate cuts• What this could mean for mortgage rates and real estateKenny's key point: if wage growth continues falling, the job market stays weak, consumers slow down, and inflation doesn't spike, it becomes increasingly difficult for the Fed to justify raising rates.

Fresh inflation data later this morning puts the Federal Reserve and the economy back in focus: Can inflation continue to cool despite higher energy prices? Is the weakening labor market increasing pressure on the Fed to cut rates? And with markets near record highs, should investors remain bullish, rebalance portfolios, or prepare for more volatility? Lance Roberts and Danny Ratliff answer your live questions on inflation, interest rates, the economy, markets, portfolio risk, and what investors should be watching next. 0:00 INTRO 1:01 - Inflation Day - CPI Preview 3:45 - Earning Season wrapping - earnings beats were high, buy backs return 4:35 - Markets Bank & Forth, consolidation continues 5:19 - Bullish Trend Continues - focus on what matters 9:27 - Bloomberg Poll - Living On Parents' Money & Adulting 14:57 - When buying stocks, how much does CEO matter? 17:07 - Tracking Gold Prices/Oil Prices/Inflation 18:25 - K-shaped Economy: When will weakening consumer matter? (Never bet against the consumer) 20:22 - AI Data Center Investment instruments: Revenue-generating asset class? 22:55 - Capital Gains Tax changes' effects on Boomer Retirement? 24:15 - Individual Bonds vs Bond Funds (SimpleVisor) 26:34 - US Treasuries & Yen intervention (FIMA Facility) 29:48 - Bond Yields at 5%+ - Good Time to Buy? 30:54 - CAPE Yields 31:23 - Are Buybacks Losing their Effectiveness? 33:20 - Is there circular-financing going on with Nvidia? 36:34 - What do you consider a long-duration bond? (Duration exceeds needs) 38:49 - What about Corporate Bonds? 39:56 - Earnings are fake? (Microsoft Operating Income) Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch today's "Before the Bell" premarket commentary, "Why Bearish Headlines Keep Losing," https://youtu.be/ygeDd0d0XF8 -------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/Hl6lVuNeTYM ------- Articles mentioned in this report: "Abel Takes Charge at Berkshire Hathaway" https://realinvestmentadvice.com/resources/blog/abel-takes-charge-at-berkshire-hathaway/ -------- Watch our previous show, "What Really Drives Markets?" https://youtube.com/live/c9cOlFVLGoU ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series, "Savvy Medicare Planning: Everything You Need to Know Before You Enroll," Thursday, August 20, 2026: https://streamyard.com/watch/Qjx33M2tS4i4 --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #Investing #MarketOutlook #Earnings #PortfolioManagement #Inflation #FederalReserve #Economy

Today we are thrilled to welcome Mike Fey, Co-Founder and CEO of Island.io, for a robust discussion on AI, technology, and the future of work. Mike is a seasoned technology executive and entrepreneur with deep experience in enterprise software and cybersecurity. Founded in 2020, Island is reimagining the enterprise browser as a platform that brings together access, security, and productivity, enabling employees to move faster while giving organizations the governance and control required at enterprise scale. We were pleased to hear Mike's perspective on this rapidly evolving landscape. In our conversation, Mike first shares Island's origin and founding premise: to improve the knowledge worker's experience while building security into the platform rather than adding it as an afterthought. We explore Island's philosophy of enabling employees to move quickly and innovate within an enterprise framework of security and governance, extending controls designed for human knowledge workers to “agentic knowledge workers,” and using the browser as an enterprise platform to replace legacy IT infrastructure and potentially consolidate portions of the security stack. Mike shares his perspective on why expectations for near-term enterprise AI ROI are often unrealistic and why successful adoption requires more than simply giving employees access to AI. We discuss the importance of creating a secure environment in which employees can experiment, build, share, and deploy AI while choosing the right AI model for the job and finding the right mix of sovereign, enterprise-controlled, and cloud-based AI. We examine how the valuable asset in AI may increasingly be the proprietary context, data, and workflows feeding models rather than simply the resulting work product. Mike explains how Island can give enterprises visibility into where data originated, who or what accessed it, why an action occurred, and how those capabilities become increasingly important as agents begin interacting with other agents. We explore Island's “tactically strategic” approach to enterprise adoption, starting with practical, self-funding opportunities to simplify the technology stack and reduce costs while building the foundation for broader AI adoption. Mike discusses M&A as one example, where establishing a secure shared environment can allow companies to begin realizing value from an acquisition before completing the full IT integration. We discuss what boards should be asking about AI, how AI adoption is currently increasing worker capability rather than simply eliminating jobs, and the challenge of scaling AI across large organizations. Mike describes adoption as a “crawl, walk, run” process and argues that most companies remain in the crawl stage. He explains why companies shouldn't wait to establish AI capabilities and shares examples of organizations using AI not simply to improve existing processes but to transform their business models. We end the session with Mike's compelling view that AI adoption is a leadership obligation: companies should prepare their employees to remain capable and competitive in an AI-shaped economy rather than allow their skills to become outdated. It was a riveting discussion and we greatly appreciate Mike's passion for the industry and his enthusiasm for the possibilities. Mike Bradley kicked off the discussion with observations on the fixed income market, noting that the 10-year U.S. Treasury yield was trading at ~4.7% ahead of Wednesday's CPI and Thursday's PPI reports, which could help shape expectations for the Fed's next interest rate decision. In equities, the DJIA and S&P 500 were each down approximately 30 basis points. With second quarter earnings season largely complete, Mike highlighted Intel's $20 billion equity offering to fund capital expenditures, which was reportedly oversubscribed by more than five times. Turning to energy, WTI crude oil had risen approximately $5/bbl this week to roughly $83/bbl, reflecting growing skepticism that shipping through the Strait of Hormuz will fully normalize in the near term. Mike noted that Iran-related policy has been a key driver of oil price volatility over the past two months. The energy sector had gained approximately 5% this week alongside higher crude prices. With second quarter energy earnings essentially complete, Mike wrapped by reviewing key themes across oilfield services, E&Ps, integrated oil majors, refiners, midstream, and power and electric utilities. Robby Kester and Veriten Senior Advisor Deborah Byers also joined and added their valuable technology perspectives and questions throughout the conversation.

Celebrating 200 episodes, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, take Facts vs Feelings on the road to Boston for a live show, joined by special guest Art Hogan, Chief Market Strategist at B. Riley Wealth.Art opens by explaining his opinion on why the market keeps climbing despite bubble fears and Fed uncertainty: Second-quarter earnings growth came in far above expectations, broadening out across all 11 S&P 500 sectors rather than staying concentrated in mega-cap tech. That broadening, he argues, is why the equal-weight S&P 500 and the Russell 2000 are outpacing the market-cap-weighted index this year.The conversation moves to the Fed, where new Chair Kevin Warsh's terser, less transparent communication style rattled markets around his last two meetings. Sonu and Art debate whether AI should be viewed as an inflationary force, adding "workers" to the economy rather than acting as the historically disinflationary technology wave investors expect. They also dig into hyperscaler CapEx, rising CDS spreads on tech debt, and why Art thinks the field of dominant AI players will eventually narrow.Art also makes the case against comparing today's AI buildout to the dot-com bubble, citing real business models versus the 2,600 companies that went public between 1995 and 2000. Carson's Barry Gilbert, VP, Asset Allocation Strategist, joins to discuss how to actually invest in AI through a barbell approach, and the episode wraps with reflections on 200 episodes, gratitude for the team behind the podcast, and a toast with Art.Key TakeawaysQ2 2026 S&P 500 earnings growth beat expectations dramatically, with estimates that started around 13% rising above 23%, driving multiple compression from 23x to 19x forward earnings even as prices rose.For the first time in five quarters, all 11 S&P 500 sectors are showing significant earnings growth, with eight of 11 posting profit margin growth, explaining why the equal-weight index and Russell 2000 are outperforming the cap-weighted S&P 500.Fed Chair Kevin Warsh's less transparent communication style, including terse statements and non-committal press conferences, has unsettled markets around his last two meetings despite no actual policy surprises.NVIDIA is trading at a valuation multiple lower than the broader market despite 65-70% margins, reflecting investor uncertainty about whether AI mega-cap spending is near a cyclical peak.Small caps have returned roughly 21-22% year-to-date, with leadership shifting from unprofitable, speculative names early in the year to more profitable small caps as the market broadens out.Credit default swap spreads on hyperscaler debt are rising as investors reassess these companies from "capital-light, free-cash-flow-positive" to "capital-heavy, free-cash-flow-negative," with the market pricing in that only a handful of AI players will ultimately survive.Jump to:0:00 — Live From Boston for 2002:43 — Art Hogan Joins the Bar Talk3:06 — Earnings Growth Explains the Rally6:10 — Market Breadth and Nvidia Valuations9:02 — Pencils Down Origins and Rituals10:08 — Fed Communication and Inflation Anxiety13:40 — AI Spending Versus Productivity Payoff16:57 — Small Caps Benefit from Broadening19:50 — Hyperscalers Debt and Credit Skepticism23:41 — Timeless Advisor Advice Plus Bubble Myths27:31 — Why Profit Margins Keep Rising30:20 — How to Invest in AI Diversified35:52 — Contrarian Ideas International and Software39:39 — Gratitude Growth and a Carson Invite43:15 — Final Toast with Art HoganConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

AI infrastructure spending accelerates as strong earnings and surging demand support the next phase of the buildout. Plus, private credit and new financing structures are helping fund massive capital needs across AI and space. Later, rising leverage, inflation risks and Fed uncertainty raise questions about how long the investment boom can continue. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Fresh inflation data later this morning puts the Federal Reserve and the economy back in focus: Can inflation continue to cool despite higher energy prices? Is the weakening labor market increasing pressure on the Fed to cut rates? And with markets near record highs, should investors remain bullish, rebalance portfolios, or prepare for more volatility? Lance Roberts and Danny Ratliff answer your live questions on inflation, interest rates, the economy, markets, portfolio risk, and what investors should be watching next. 0:00 INTRO 1:01 - Inflation Day - CPI Preview 3:45 - Earning Season wrapping - earnings beats were high, buy backs return 4:35 - Markets Bank & Forth, consolidation continues 5:19 - Bullish Trend Continues - focus on what matters 9:27 - Bloomberg Poll - Living On Parents' Money & Adulting 14:57 - When buying stocks, how much does CEO matter? 17:07 - Tracking Gold Prices/Oil Prices/Inflation 18:25 - K-shaped Economy: When will weakening consumer matter? (Never bet against the consumer) 20:22 - AI Data Center Investment instruments: Revenue-generating asset class? 22:55 - Capital Gains Tax changes' effects on Boomer Retirement? 24:15 - Individual Bonds vs Bond Funds (SimpleVisor) 26:34 - US Treasuries & Yen intervention (FIMA Facility) 29:48 - Bond Yields at 5%+ - Good Time to Buy? 30:54 - CAPE Yields 31:23 - Are Buybacks Losing their Effectiveness? 33:20 - Is there circular-financing going on with Nvidia? 36:34 - What do you consider a long-duration bond? (Duration exceeds needs) 38:49 - What about Corporate Bonds? 39:56 - Earnings are fake? (Microsoft Operating Income) Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch today's "Before the Bell" premarket commentary, "Why Bearish Headlines Keep Losing," https://youtu.be/ygeDd0d0XF8 -------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/Hl6lVuNeTYM ------- Articles mentioned in this report: "Abel Takes Charge at Berkshire Hathaway" https://realinvestmentadvice.com/resources/blog/abel-takes-charge-at-berkshire-hathaway/ -------- Watch our previous show, "What Really Drives Markets?" https://youtube.com/live/c9cOlFVLGoU ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series, "Savvy Medicare Planning: Everything You Need to Know Before You Enroll," Thursday, August 20, 2026: https://streamyard.com/watch/Qjx33M2tS4i4 --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #Investing #MarketOutlook #Earnings #PortfolioManagement #Inflation #FederalReserve #Economy

Greg Foss is back. After stepping away from Twitter and spending time on Nostr, the veteran credit analyst explains what pulled him back: young people reaching for socialism, and credit markets he sees as far less healthy than equities. The credit default swap thesis. Foss walks through his method: take the CDS spread on U.S. government debt, multiply by total obligations including unfunded liabilities, then compare that to Bitcoin's market cap. He flagged his spread number as from memory. Why insurance, not a risk asset. Most holdings are short volatility: when volatility rises, they fall. Foss argues Bitcoin should do the opposite, and credits BlackRock's Larry Fink as one of the few in traditional finance framing it that way. The rate the Fed does not control. Warsh has suggested AI productivity gains leave room to cut. Foss points instead to the 10-year Treasury, set in the open market, which could rise if investors demand more for U.S. credit risk. Credit markets are flashing before equities. A listener asked about widening CDS spreads across AI infrastructure names. Foss compared NVIDIA's vendor financing to Nortel and Lucent in 2000, and pointed to CoreWeave's tight debt service covenant. Banking is a leveraged business. From inside an insolvent Bank of Boston in 1992, Foss saw the math up close: roughly $5 of equity behind every $100 loaned. He argues Bitcoin can act as a safety net against that fragility. Bitcoin mining versus AI data centers. Miners can switch off in seconds and chase stranded energy; AI workloads cannot. Suze raised UK curtailment spending and ERCOT's grid balancing record, and asked whether mining gets built into AI sites. What the ETFs changed. Foss says a Wall Street wrapper was necessary for institutional allocation, while raising the paper Bitcoin question. He runs a 5% of global assets thought experiment, stressing he is not certain it happens. Treasury companies as an evolution, not an endpoint. Foss says he admires Michael Saylor without admiring every lever pulled, notes the premium to underlying Bitcoin has collapsed toward parity, and expects these vehicles to matter less over time. Bitcoin as collateral, and pensions inching in. Foss calls Bitcoin pristine collateral and a natural extension of lending. Dom described recommending it to pension boards years ago and pointed to a Michigan 13F filing adding to its position.

The latest CPI report came in largely as expected, but inflation is still running above the Fed's target and Kevin Warsh may have a difficult case to make if he wants to keep rates unchanged.Chuck Zodda and Paul Lane break down the July inflation report, why lower energy prices helped keep the headline number contained, and why core inflation may still be too elevated for the Fed to ignore. They also discuss how rising gas prices could affect the next CPI report, why markets now see a greater chance that the Fed stays put in September, and whether the economy could handle a modest rate hike. Plus, they look at CoreWeave's revenue surge, the massive financing needs behind the AI data center buildout, Super Micro Computer's latest earnings, and Todd Lutsky's guidance on last-minute Medicaid planning for nursing home costs.

Přes všechny krize k novému růstu, Fed? Past vedle pasti, Nepravděpodobné protimigrační spojenectví Melloniové a Frederiksenové, Rektoři varují, pokud nedostanou víc peněz, budou muset odmítnou až deset tisíc studentů, Na co bude „islámské NATO“

Pohledného Kevina Warshe si do čela americké centrální banky Fed vybral Donald Trump. Na tom by nebylo nic divného, do čela této instituce se běžně dostávají prezidentští nominanti. Jenže tím, jak nenávistně Trump přistupoval k jeho předchůdci Jeromu Powellovi, cestu do čela Fedu i renomé jeho nástupci ztížil.

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Sponsor: https://portal.costsegregationguys.com/r/staywinningJuly 2026 CPI Cools to 3.4%: September Fed Hike Odds Drop, Stocks Mildly Up, Bitcoin SteadyThe July 2026 CPI report showed headline inflation at 3.4% year over year (down from 3.5% in June) and 0.1% month over month, while core CPI came in at 2.5% annually and 0.2% monthly, matching forecasts and easing fears of renewed acceleration. The script explains that inflation is still above the Fed's 2% target and prices are still rising, just more slowly, with a subtle caution that core goods turned positive for the first time in three months. After the release, September rate hike odds fell from roughly 55%–60%+ to about 40%–44%, with futures implying around a 55% chance the Fed holds rates in the 3.5%–3.75% range; August CPI in September is highlighted as the next key input. Stocks reacted mildly and Bitcoin held near $64,000.00:00 CPI Report Overview00:56 Key Inflation Numbers01:44 What CPI Means02:45 September Hike Odds04:12 Sponsor Message05:10 Stocks and Bitcoin06:59 Final Recap

Cooling labor data, persistent inflation concerns and the strength of the U.S. consumer are putting the economy under the microscope. Scott Bauer joins Jeff Praissman on this week's IBKR Market Minute to discuss the latest jobs numbers, CPI and PPI, retail sales, Fed expectations and the market forces investors should be watching next.

CTAs squeezing gold higher?Jobs number sucked. The Fed is NOT going to raise rates.Becareful of labels and arbitrary numbers in maket speakBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support.

Nationally syndicated financial columnist and author Terry Savage joins Jon Hansen to talk about today’s inflation report, what inflation will mean for Fed policy moving forward, and what to know if you are still waiting for your IRS refund. And as always, Terry answers all of your financial questions.

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Investor Steve Eisman of “Big Short” fame delivers an AI bubble warning, coming on the heels of Nvidia's $500 billion financing deal with top firms on Wall Street. The traders make sense of the mega-deals playing out in tech now. Then, economist Joe Lavorgna lays out his expectations for tomorrow's CPI report—and why the former counselor to Treasury Secretary Bessent thinks the Fed should hike interest rates now. Plus, all the headlines from CoreWeave earnings, On Holding's worst day on record and the Options Action ahead of Cisco results. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 10, 2026 – Can longevity really be measured and improved? In this eye-opening interview, Jim Puplava sits down with Dr. Brian Lenzkes to break down the results of his MVX Plus longevity blood test after completing an intensive biohacking regimen...

Aug 11, 2026 – Could AI be quietly steering your money into the next Enron? New Constructs CEO David Trainer reveals why the AI everyone's using for stock picks is dangerously blind—chasing hype while missing the accounting time bombs that sink...

MRKT Matrix - Tuesday, August 11th S&P 500 falls amid Iran uncertainty, Big Tech losses (CNBC) An inflation report Wednesday should be a big deal for the Fed. Here's what to expect (CNBC) Santoli: Stocks return to winning ways. Why the market gods may not be satisfied with July's brief pain (CNBC) One big question remains for the bull market, says Bank of America (CNBC) Investors poured $2.3 billion into this riskier corner of the bond market in July (CNBC) Nvidia is trying to quiet ‘circular financing' accusations. Wall Street is unsure it will (CNBC) AI computing power is becoming a tradable asset class as CME launches futures contracts (CNBC) SpaceX shares can more than double, Morgan Stanley says. The bull thesis isn't based on space business (CNBC) --- Subscribe to our newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://riskreversal.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

Data centers have quietly become one of the fastest-growing corners of the credit market.  We break down the AI infrastructure capex surge, the financing gap between construction and cash flow, and the risks underwriters are pricing into the sector. Plus, the latest market moves, Fed expectations, and where we see opportunity in fixed income.#mutualfunds #assetmanagement #finance   Investors should consider a fund's investment goal, risk, charges and expenses carefully before investing. The prospectus contains this and other information about the fund and can be obtained at www.aristotlefunds.com. It should be read carefully before investing.Investing involves risk. Principal loss is possible.Foreside Financial Services, LLC, Distributor.

This month, Market Matters is pressing replay on some of our greatest hits from the first half of 2026. Originally recorded on January 20, 2026, this episode explores how the Fed is structured, why independence matters, and how risks to Fed independence could show up in markets.Some developments may have changed since recording, but the framework remains relevant.

Cory's argument about narratives. Journalists and bankers keep asking what the catalyst will be, but narrative follows price rather than causing it. Something moves because sellers are exhausted, and the reason gets fitted afterward. The only narrative that matters is Bitcoin being better money for eight billion people. Larry Lepard on what actually moved. The debasement trade began in earnest last year, and it showed up first in gold and silver rather than Bitcoin because those are more widely understood. Silver quadrupling is the kind of thing that has essentially never happened before. Japan is the seminal event. With Japan holding roughly $1.2 trillion in Treasuries, the US offered swap lines and rotated euro reserves into yen. What shook the gold market was the Treasury Secretary suggesting the existing facility should be larger. As Larry put it, a swap line is printing money, full stop. A guest correcting his own AI. Larry noted the press had the facility's usage wrong and that AI had misled him too, so he went and read the Fed's own statements to establish it had not actually been drawn on. Worth noting as a method, not just a detail. The 1992 parallel, corrected live. It was Warsh, not Bessent, who worked for Soros attacking the Bank of England. Thirty-four years later he is on the other side of that trade, in the Bank of England's role. Larry's thesis for the year is the unmasking of Warsh as a hawk, because the math will not let him be one. The Fed has exactly two tools. It can mislead about inflation, and it can print. Larry's read is that we are currently in the first phase and last week signalled a move toward the second. He also explained yield curve control as what governments do when the bond market stops cooperating, with the post-war precedent as the template. His own record is the caveat he volunteers. He expected massive inflation out of 2008 and a cascade from Silicon Valley Bank, and was wrong both times. The people running the system are good at kicking the can, so the honest position is direction with no date. The two-tier system he expects. The dollar remains the unit everyone transacts in, gold displaces Treasuries as the reserve asset, and Bitcoin sits alongside before eventually supplanting gold over years, not days. It is already visible in oil sold for yuan and immediately swapped into physical gold. Greg Foss on where trouble announces itself. Every recent crisis began in credit rather than equities, and private credit is where he is watching now. His trader's version: equity investors ask how much they can make, credit investors ask how much they can lose. Credit is the first smoke in the theatre. And his structural objection about treasury companies. He takes issue with perpetual preferred shares being described as credit, because a perpetual has no maturity and no principal repayment, so its running yield cannot be compared to a bond's yield to maturity. Retiring that stack at scale would mean selling Bitcoin, which was never the strategy.

In the Macro MATTers podcast, Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) discuss recent events moving markets.In this episode, they discuss the upcoming Fed task force on the balance sheet with Patricia Zobel, Head of Macroeconomic Research and Market Strategy at Guggenheim Investments and formerly Deputy Manager and Manager pro tem of SOMA at the Federal Reserve Bank of New York.

Kevin Warsh has talked tough on inflation, but this week's CPI report could determine whether markets believe the new Fed chair is willing to back that message with action.Mike Armstrong and Paul Lane preview the July inflation report, why even a modest monthly reading could still leave inflation well above the Fed's target, and how Warsh's credibility may be tested heading into the September Fed meeting. They also discuss why restoring normal traffic through the Strait of Hormuz remains so difficult, how limited shipping through the region is keeping pressure on oil markets, and why the current status quo may not be painful enough to force a deal. Plus, they explain why inflation can be a bigger long-term retirement risk than market volatility, what higher mortgage rates really mean for buyers, why more homeowners are tapping home equity, and how New England households may have been overcharged for electricity.

The U.S. economy has survived higher rates, tariffs, inflation, geopolitical shocks and repeated recession warnings. Ed Yardeni says there's a reason: the American consumer remains remarkably resilient. In this conversation, Yardeni explains to Maggie Lake why he believes the economy could stay strong through the end of the decade — but warns that the Federal Reserve now faces a serious credibility test as inflation remains above target. We discuss why Yardeni thinks the Fed should move in September, the return of the “bond vigilantes” — a term he coined in 1983 — the risks building in Japan, and what the next inflation report could mean for markets. Yardeni also lays out his provocative “G-shaped economy” thesis: older, asset-rich Americans are thriving and spending, while younger generations continue to struggle with housing and affordability. Topics include: • Why Yardeni calls the U.S. consumer “bulletproof” • The Fed's September decision and inflation risk • The return of the “bond vigilantes” — and why long-term yields could revolt • Japan and the threat of a renewed currency crisis • The “G-shaped economy” and America's generational divide • What investors should watch in the next CPI report

Send us Fan MailJoin your host Clifton Pope as he is back with another solocast as The Future Fortune Series has made its return for the August 2026 edition!In this month's installment, Clifton Pope breaks down the latest news/headlines in the financial world from the perspective of what the markets are telling us and how should everyday people prepare for the fall based on the latest research!Nothing is off limits from stock market activity, Fed/interest rate outlook, commodities like gold, oil, and silver, crypto talk included, and some practical steps that may or may not be a major key!Join the movement on Apple/Spotify Podcasts/Rumble so you don't miss a single installment of the Future Fortune Series!Share this episode with someone who needs to hear it and if you love the show, please leave a rating/review so more people can tune in!Thank you for the love and support!Support the showhttps://athleticism.com/HEALTHFWEALTHBhttps://coolgreenclothing.com/HEALTHFITNESSWEALTHBUSINESShttps://normotim.com/HEALTHFIThttps://www.portablemeshnebulizer.com/pages/collab?dt_id=2573900official affiliates of the HFWB Podcast SeriesPlease support the mission behind each product/services  as it helps grow the HFWB Podcast Series to where the show can continue to roll along!

Keith explains why achieving scale rather than simply earning more is the key to long-term financial freedom and how income property uniquely delivers multiple forms of leverage.  He breaks down 25 years of inflation data to reveal which everyday costs have most outpaced wages and what that means for the real purchasing power of the dollar.  Keith also explains why markets like Memphis—combining strong cash flow fundamentals with a massive new AI infrastructure build-out—are positioned as compelling targets for long-term real estate investors. Episode Page: GetRichEducation.com/618 For access to properties or free help with a GRE Investment Coach, start here: GREmarketplace.com GRE Free Investment Coaching: GREinvestmentcoach.com Get mortgage loans for investment property: RidgeLendingGroup.com or call 855-74-RIDGE  or e-mail: info@RidgeLendingGroup.com Invest with Freedom Family Investments.  For predictable 10-12% quarterly returns, visit FreedomFamilyInvestments.com/GRE or text  FAMILY to 66866  Join Mid South Home Buyers' one-time, free live webinar featuring Keith Weinhold on September 30 at GetRichEducation.com/MidSouth to learn how Memphis' economic expansion could create new real estate investment opportunities, and have your questions answered in real time. Will you please leave a review for the show? I'd be grateful. Search "how to leave an Apple Podcasts review"  For advertising inquiries, visit: GetRichEducation.com/ad Best Financial Education: GetRichEducation.com Get our wealth-building newsletter free— GREletter.com  Our YouTube Channel: www.youtube.com/c/GetRichEducation Follow us on Instagram: @getricheducation Complete episode transcript: Keith Weinhold  0:01   Welcome to GRE. I'm your host Keith Weinhold. When I talk to a 25-year-old, it's an epiphany. When I tell them that they need this one thing that they're lacking, then some fascinating takeaways about the 93% inflation we've experienced in the past 25 years, and what you can do about it today on Get Rich Education. What if I told you that one of America's strongest cash flow real estate markets is also becoming the new brains and brawn behind AI? That city is Memphis, believe it or not. In September 30th, we're going to show you why the smart money is paying attention now, along with an investing opportunity you won't want to miss. Join me, Terry Kerr and Matthew Van Horn of Mid South Homebuyers, the largest turnkey company in Memphis with more than 6000 homes under management, for a free live webinar the likes of which I've never done before. We're going to look at what billions in new investment could mean for jobs, housing demand, neighborhood appreciation, and your portfolio. Everyone who attends live will also get exclusive access to the best deal terms Mid South has ever offered. Reserve your free seat at getricheducation.com/midsouth again, that's September 30th. Don't say we didn't tell you. Save your spot at getricheducation.com/midsouth.   Speaker 1  1:33   You're listening to the show that has created more financial freedom than nearly any show in the world. This is Get Rich Education.   Keith Weinhold  1:49   Welcome to GRE from Livonia, Michigan, to Laconia, New Hampshire, and across 188 nations worldwide. You are listening to Get Rich Education. I'm your host, Keith Weinhold, heading up this slackjaw operation for another wealth-building week. But at least I'm just a slackjaw. If this slackjaw gets lockjaw, it would probably end the show. Now I've got to tell you, when I meet a 25-year-old, I soon tend to learn about their job because it takes a lot of their time, even if I don't ask them about it, and I find out that a 25-year-old is usually an employee of some sort. They're working for somebody else, depending on our conversational flow. I ask that person this question: Have you considered adding scale to your life? And they usually don't know what I mean. I ask that question because, sadly, today it's less common to live an economically vibrant life if you have a quote normal job like a teacher, engineer, retail manager, app developer, or other normal jobs like a firefighter, truck driver, physical therapist, or social media manager, that is not going to lead to an economically vibrant life with options and freedom. I mean, you used to be able to raise a family of four in New York City. That opportunity is just gone for anyone under a certain age. Well, what about say doctors, corporate executives, and attorneys, including some people that might be older than 25. I mean, professions like this can still pay exceptionally well. But even white-collar careers now have AI breathing down their necks. AI is drafting briefs, reading scans, and virtually attending meetings without pretending to enjoy them. Okay, well, what about the outcome for a 25-year-old that's gone along with the somewhat more nascent trend of rising AI sheltered trades like plumbing, electrical, HVAC, welding, carpentry, equipment repair, and these other types of jobs where ChatGPT can't crawl beneath your sink. Look, here's the thing: it doesn't matter whether you wear scrubs, a suit, or a tool belt. Employment has one stubborn limitation: even if you grind hard, even if your body holds up, even if promotions help you climb to the top of the corporate ladder, when you stop working, the income stops. That's the big problem, and yet people keep designing their life this way, employees lack scale. Now, what is scale? Scale is your ability to increase your wealth or income without increasing your personal time and effort at the same rate. Now, employees can find just a little scale. 401k contributions can compound for decades, sometimes with an employer match. Some employees receive stock compensation or bonuses, but employees generally sell one unit at a time. That unit is an hour. They're selling their hours for dollars, and here scale is limited, if not impossible. Real estate investors can stack several forms of scale simultaneously, and remarkably, doing it takes zero certification, zero qualification, no license, and no permission slip from the dean.   Keith Weinhold  6:05   The first way real estate investors have scale is through something that you already know so well: real estate pays five ways, leverage appreciation, 10 funded income, loan amortization, tax benefits on the entire asset, and inflation profiting on the bank's loan. Secondly, as a real estate investor, you have scale through operational leverage. Property managers, leasing agents, contractors, lenders, insurers, and software all allow just one investor, you, to control multiple properties. You don't personally collect every rent payment or replace every water heater. I mean, sheesh, that could be a plumbing career with less sleep. And this is all tenant funded. Thirdly, real estate investors have geographic leverage. An individual investor living in Los Angeles can own property in Atlanta, Tulsa, Cleveland, and Belize. Physical location does not limit where your capital works. Your body can only work in one city. Your capital can work the night shift in five. The fourth way real estate investors have scale is with replication. Once you learn how to buy and own one suitable rental, the process can be repeated. You buy, stabilize, finance, rent, and repeat. See, the first property is the hardest, and then your second property does not require learning an entirely new profession. It can be replicated. To review what you've learned so far, those are four dimensions where real estate investors achieve scale through real estate pays five ways: operational leverage, geographic leverage, and replication. Here's the important distinction: employees often mistake earning more with achieving scale.   Keith Weinhold  8:16   A surgeon making $900,000 a year earns a nice income, but see that surgeon has limited scale if the income stops when the surgeon stops working. But an investor earning just $150,000 from a portfolio possesses more scale because dozens of tenants, properties, loans, and operating systems continue functioning without your one-for-one labor. That's the distinction. That's why the $150K investor might or might not be living a better life than the 900K surgeon now, but they are set up to live a better life than the surgeon in the future. Now, your employer, the person who hires you, has scale with their many employees. But if you're an employee, you probably don't have scale. You cannot save your way to scale either. That's just stored labor. Savings become scalable only when you convert them into productive assets. Income is how much money comes in. Scale is how little your personal time needs to increase for more money to come in. You can work 20% more hours, but you cannot sustainably work 10 times more hours. Capital can be deployed across 10 assets without requiring 10 times more personal effort. And you know, once I realized this, at a certain point in my life, I was motivated to obtain loans for rental. This helped me scale and own more, replacing my active income with mostly passive income sooner. All right, so what should you do when you have this epiphany? It doesn't mean you should flip over the stupid copier machine as you storm out of work today and announce that you are now a real estate magnet. Not right away, at least employment that can be your launchpad, just like it was for me when I was a humble construction materials inspector for the state DOT. A job does provide you with some benefits like short-term advantages, seed capital, mortgage qualification.   Keith Weinhold  10:45   I'm talking about health insurance and some steady cash flow, and even some skills. But the mistake, whether you are aged 25 or 55, is allowing employment to remain the only economic engine for your entire life. Your job can fund your future, but having just one single linear income source that should not be your entire future. But you know, some people just stay on lazy cruise control at a slow speed and let their life unfurl that way. Others, you know, they merely haven't been exposed to thinking this way, and fortunately, now you have been. Really, the bottom line here is that labor won't scale; capital does scale; it compounds, and few, if any, investments offer more dimensions of scale than real estate. And you also get all kinds of other ancillary benefits by gradually tilting away from active income and toward passive income. Because increasingly, when it comes to taxes, you're going to pay lower capital gains tax rates instead of the higher ordinary income rates. The sooner you optimize this and get into as many properties as you can, you're also going to gain the ability to borrow against your assets tax-free, and so much more. Scale or fail-that's the lesson here, and most people fear change. It's why they stay stuck in relationships longer than they should, and why they stay stuck in jobs longer than they should. They keep settling for a B plus life. Don't settle for a B plus life. This is something that NYU professor Susie Welsh talks about: If you have a D life, oh, everything is lousy. You don't live where you want to live. You don't have reliable transportation. You don't have friends, and you're so very motivated to change that. If you have an A plus life, you've got it all. You get to do what you want to do, who you want to do it with, and you're tremendously incentivized to keep that. But having a B plus life like so many do, and being stuck in it, that is the most dangerous place to be. You could tread water for years and stay stuck in a life that you know you're not fully satisfied with, but it isn't so terrible that you feel compelled to change it. So the people that grow wealth know it means that sometimes you have to give up the good to have the great, and the K-shaped economic divergence that we've had in the past five years. This is really bringing things to a head, so get scale.   Keith Weinhold  13:43   Scale is the difference between grasping the financial abundance that's available to move you toward that A plus life, or staying on the treadmill, stuck and struggling. Two different people living a B plus life, you know, they have the same starting point, and making a plan is your difference maker. We help you with that here. If you're ready to add real estate scale to your financial life, drop a quick email to GRE Investment Coach Naresh for a complimentary strategy session at Naresh at getricheducation.com. You don't need any qualifications. It can take as little as a 20% down payment on a 200k to 400k rental property, and we have access so that you can buy directly from the builders and get a mortgage rate in the fives. And we are chasing the next hot thing here. Last week we discussed co-living on the show. We waited until that strategy was proven. I like strategies that have had some contact with reality. AI can compose a song, or summarize a meeting, or fabricate a photo of some. Wacky like Abraham Lincoln riding a dolphin, but it still cannot download an affordable bedroom, affordable housing. You're scaling into something sustainable that has a future and can't be easily disrupted by AI. Scale or fail. Stop settling for the B plus life. We can help right now at this moment. Drop a quick email to naresh@getricheducation.com. I should spell that out for you. It's n a r e s h@getricheducation.com.   Keith Weinhold  15:36   More straight ahead. I'm Keith Weinhold. You're listening to Get Rich education. What if you got your mortgage loans the same place I get mine? You sure can at Ridge Lending Group NMLS 42056. They provided GRE listeners with more loans than anyone because Ridge specializes in investment property. They'll help you build a long-term plan for growing your real estate empire with leverage. Start your prequal and even chat directly with President Caeli Ridge. While it's on your mind, start at ridgelendinggroup.com. That's ridgelendinggroup.com.   Keith Weinhold  16:13   Let me ask you something: If you've worked hard to build wealth, is your money positioned to actually support your goals? A lot of accredited investors leave capital sitting in cash because it feels safe, but inflation and missed income opportunities can quietly erode its value. Freedom Family Investments offers freedom notes for investors seeking structured income backed by real estate. It's a straightforward approach built on real assets, not speculation. In full disclosure: I'm an investor myself. What I like is that their team walks you through how it all works, so you can decide if it aligns with your portfolio and income goals. Every investment carries risk, and nothing is guaranteed. But with a track record of consistent, on-time investor payouts, they built real credibility. Go to freedomfamilyinvestments.com to book a clarity call, or text family to 66866. That's family to 66866.   Chris Martenson  17:17   This is Peak Prosperity's Chris Martenson. Listen to Get rich education with Keith Weinhold, and don't quit your daydream.   Keith Weinhold  17:33   Welcome back to Get Rich Education. I'm your host Keith Weinhold. Having residual income from real estate, it can make you more comfortable for sure, but for me, I like to primarily use it to buy back my time. I'll tell you how I just did this. It's a small thing, a small win. It is time for my car's annual routine maintenance. Boring. I really don't want to lose my time dropping it off at the dealership in the morning and then picking it up again. Those two boring round trips don't add anything to my life. But the dealership had the option of, for just 100 bucks, picking it up for me and dropping it off for me at the end of the day. Oh well, that is an opportunity for me to buy some time, so that's why I did that. Now, when it comes to flying, sometimes I fly coach and sometimes first class. I just booked a flight and I refused to pay six times as much for first class. It just wasn't really worth it this time because the experience isn't that much better, and it sure doesn't save me any time. I tend to do that if the price is just 3x more, so I'll pay to save time, but not always to borrow a wider seat for five hours. And you and I both make hundreds of time versus money decisions every day, most of them small.   Keith Weinhold  19:04   With the more residual income you have, you're gonna make better decisions where you can choose the time over the money. One thing's for sure: whatever we're doing with our money, and that is that our dollar does not go as far as it used to. Let's look at inflation during the first 25 years of this century. This is really interesting. We're going to see how the cost of goods and services has changed from 2000 to the end of 2025 on some select categories that you spend on, and then I've got some mind-bending takeaways for you once I describe this chart, and this is the same chart that I sent to you last Thursday. If you are one of my newsletter readers, but I can open up and talk about it more here than I can in the newsletter because I keep that short. Overall inflation is about. 93% during this time period. 93% over these 25 years. Now, here are the items that rose less than that much, meaning that they became then more affordable over this span. What fell the most is the price of televisions down more than 90% in the first 25 years of this century? Toys down 74% Computer software down 73% Cell phones down 44% By the way, this all uses the government's CPI inflation rate, clothing up just one and a half percent, and even though it's up, that's still more affordable because it's up less than the overall 93% CPI inflation rate over this span. Household furnishings up 21% and finally new cars up 26% So all those items became more affordable because they rose less than the general rate of inflation. All right, moving on up. Now we're going to go above the line. Items above the 93% overall inflation rate, food and beverages were up 106% housing up 111% average hourly wages up 131% All right, let's pause. Yes, wages then outpacing 93% inflation. but of course, since that 93% uses the government CPI, well, that's pretty understated. Probably, you know, the true dispersing power of the dollar is probably more than 93% So it's debatable about whether there are real wage gains from 2000 to the end of 2025, medical care services up 147% Next in the category that has become less affordable is childcare, up 159% And as I'm naming these, there are some common threads here where I think you're going to have a few epiphanies when I point them out. College textbooks up 177%. Sheesh, what a scam! College tuition and fees up 197%, and finally the major category that became less affordable here at the top is the worst of all: hospital services. They have soared the most, up over 281% All right, there they are.   Keith Weinhold  22:57   And what takeaways do we have here? The items that became less affordable tend to be where the government either provides subsidies or they heavily regulate and mandate the product or service, like education, child care, and medical care. The categories that have become more affordable-that's where there is little or minimal government intervention, like clothing and technology. The lesson is that free market competition kept prices low, and some of these categories that became more affordable-you know-they would have become even more affordable than that if it weren't for profligate dollar printing, sadly, the items that have become less affordable-and this could really upset you-the items whose price increases exceed the overall rate of inflation, like medical care and housing, these are life's necessities. They are not once the stuff you need most got harder to obtain, healthcare is the ultimate example of this. It's sad to say, but you'll either pay the fee or you'll die, and the price reflects this. With hospital services up 281% outpacing the overall rate of inflation by about 3x. Also, items that have become more affordable, they are then generally the more discretionary purchases like furnishings, toys, and televisions. You can live without that stuff. Items that have become less affordable. They also tend to be more in-sourced activity, while those more affordable are outsourced, like to China. If you've noticed the trend, then anything involving people in the United States will be expensive, like child. Care and medical care. It involves people in the United States, and then it just gets more and more expensive. And this is also why service prices increase more and goods prices increase less. People are expensive.   Keith Weinhold  25:18   Microchips don't ask for dental insurance, and microchips don't file sexual harassment lawsuits. Overall, inflation was just 2.66% per year during this time period. But when it's compounded for this long, that's how it got to 93% cumulatively. But of course, inflation is higher than this 2.66 rate here in the late 2020s, and inflation is poised to rise even more than the level that it's at now. The war in Iran has pushed up energy prices 24% and these costs seep into almost everything, all right. But you're probably aware of this already, so I'm not going to discuss it much more because I discussed that before, like on episode 606, nearly two months ago when I called it our most important message in years, all right. But few seem to understand that this is just one part of a new inflation triple whammy. First, you've got spiking energy prices, like I mentioned. Second, more U.S. tariffs, and third, you've got mushrooming AI spending, and as a result of all this, this new inflation triple whammy that most people aren't aware of, this has pushed up bond yields to their highest point since 2007, and pressure is mounting for the Fed to jack up rates. Mortgage rates are soaring right along with them, and they are now near 7% Could mortgage rates reach 8% This is a real question now. The bottom line here is that inflation made the dollar lose nearly half its purchasing power in the first quarter century. Real asset owners will win, especially leveraged income property owners. This raises the property's replacement costs, spikes rents, and erodes your mortgage's real burden. Nearly everyone else is going to lose, and I don't want to lose a learning moment for you here. Bond yields-they are closely tied to what future mortgage rates are going to be. It's not about what the Fed does, and this is not as esoteric as some people think. This correlation between inflation, bond yields, and mortgage rates. Bonds pay a fixed interest rate long term.   Keith Weinhold  28:01   For example, the 10-year Treasury bond right now pays about 4.7% each year for the next 10 years. That's what that means. Now, would you lock in your investment for 10 years in order to get a 4.7% return? Well, if you were a conservative investor, maybe you would if you knew that inflation was only going to be 2% because then you'd be making about a 2.7% real return on your investment each year risk free. But if you expect inflation was going to be 5% over the next 10 years, oh well, then locking in a return of 4.7% means that you would lose real purchasing power every year. Investors don't want to lose money, so if investors expect that inflation is going to be higher, they will only buy bonds if they're paying higher amounts. And the bond market is telling us that as of today, investors expect at least 4.7% inflation over the next 10 years. If things change and they expect inflation to be higher than that, well, then bond yields will go up. If they expect inflation to decrease, for example, from a recession, bond yields will go down. So therefore, Treasury bonds are a true representation of investor inflation expectations and the movement of that bond yield-that is the number one factor that moves mortgage rates in that same direction. There's your explanation. That wasn't so hard. The market does not believe we're going to escape the Middle East war without substantial inflation or energy supply chain issues. That's what that means. Now, what else is going on in this era is the continuation of a reduction in the volume. Of housing transactions, fewer deals are happening. It had its recent peak of 6 million existing homes changing hands back in 2021. In 2022, it was 5 million, and it's been about 4 million transactions every year since. Now, as far as investor activity, just looking at that, for big investors, activity that's been sideways to a little down these past few years. But let's look at ourselves for smaller investors, mom and pop types, defined as those doing 10 or fewer deals per year, which probably includes you. You know, each of the past three years, activity has been up for smaller investors like you. You have gradually been purchasing more property, and this is as reported by realtor.com. Okay, what are the reasons for this?   Keith Weinhold  30:55   Well, back during the pandemic, you had to compete with owner-occupied buyers, that's when open house lines stretch down the block, and today there are fewer bidders in the room, and small investors are buying because builders are buying down your mortgage rate for you. That's another reason, and the source analysis it found that investors are sticking to affordable Midwest and Sun Belt markets that have strong rental demand. In fact, they're buying at least one out of every five homes in Memphis, Kansas City, St. Louis, Birmingham, and Oklahoma City. Real estate providers know that some prospective owner-occupant homeowners and even some investors-they won't buy anything at today's market mortgage rates, even though you and I know that these rates are historically normal. But providers-they need to stay in business. They need to keep turning things over. They need to sell property. They need to keep their people busy. They're not running museums here, so they're making sure that mortgage rate buydowns happen. And one of the most lucrative sources that I know about for investors is Mid South Homebuyers because they have investment property where the numbers work in Tennessee, Arkansas, and Texas with mortgage rates in the fives and a conventional loan with 25% down. A lot of their income properties cost under 200k, and these are quality homes in decent neighborhoods. I've physically walked inside many of them myself, not by drone, not with a virtual tour, not by AI, and not through some glossy brochure with suspiciously perfect lighting. The reason I'm telling you about this now is that this mortgage rate is one part of their limited triple five program. Here's what else we get as investors: a mortgage rate near 5% like I mentioned, and a 5% property management fee for five years. Though leverage has its benefits, if you decide to pay all cash instead, they provide you with the 5% property management for life, even if you finance later. I think they call that their forever five. Frankly, it's just amazing how many investors rave about the quality of their rehabs and say that their property management never seems to mess up in this industry. I mean, that is about as common as a calm political debate, or perhaps an airline actually improving legroom, and I have helped recommend Mid Health Homebuyers to our listeners for over 11 years. I know some followers that have looked at their available properties and scooped up three properties on one phone call. In fact, where they're based and have a lot of their available properties, Memphis. You know, Memphis has a story where I don't know if any other market in America can tell it right now. Do you know what's happening? Memphis is developing into having both the new brains and the brawn behind AI, and you got more smart money moving there now. Memphis is now home to the world's largest AI supercomputer. It's XAI's Colossus. It's now part of SpaceX. It's the biggest single-site AI facility on the entire planet. Anthropic is paying over a billion dollars a month to run Claude on it. Google just signed a deal worth up to 30 billion starting october 1, and I look forward to announcing that I have got a live event that I am co-hosting for you the day before this happens on september 30.   Keith Weinhold  34:56   So yes, that's the night before Google's money starts flowing. Into Memphis in one year, XAI became the second largest taxpayer in Memphis after FedEx, and the city has committed 25% of the property tax revenue from those sites to infrastructure in the surrounding neighborhoods. And when you add in FedEx, because Memphis already moves more physical goods than anywhere else in the country, you can see how Memphis is increasingly becoming the brains of the digital economy, while it's already been the brawn of the physical one. In every other market, you know they showcase things like their population growth and the rent-to-price ratios, and those attributes certainly matter, but now the fact that perhaps the biggest infrastructure story in America is happening in the most affordable major cash flow market—I mean, this is something that almost nobody has connected the dots on. So join me and my two co-hosts that lead Mid South Home Buyers.   Keith Weinhold  36:01   We're going to discuss market fundamentals, the AI build out, what it means for jobs, rent in neighborhoods over the next decade, and then a heavy live Q and A on Mid South. You're invited to join me. This is happening again on Wednesday, September 30th. It's at 8p.m. Eastern. Yes, you will have me live. Sign up at getricheducation.com/midsouth. It's a special event as Memphis is positioning to become both the brawn and brains of AI and a property provider that already makes a lot of sense for investors. Save your spot at getricheducation.com/midsouth. Until next week, I'm your host Keith Weinhold. Don't quit your daydream.   Speaker 2  36:54   Nothing on this show should be considered specific, personal, or professional advice. Please consult an appropriate tax, legal, real estate, financial, or business professional for individualized advice. Opinions of guests are their own. Information is not guaranteed. All investment strategies have the potential for profit or loss. The host is operating on behalf of Get Rich Education LLC exclusively.    Keith Weinhold  37:22   The pre- program was brought to you by your home for wealth building, getricheducation.com

Andreas Steno and Mikkel Rosenvold are back to unpack a seemingly contradictory macro setup, with the economy running hot despite slowing jobs growth and fading inflation. They break down Andreas' latest convictions on where we are in the business cycle, and whether Kevin Warsh and the Fed are misreading the setup.  Let Monarch do your financial 'spring cleaning' for you!  Use code REALVISION at Monarch.com to get your first year half off at just $50.Today's sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you're a seasoned trader in the Futures arena or brand new, Plus500's user-friendly trading platform offers you the advanced tools, market insights, and quick execution you've been looking for. Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss.