Podcasts about Fed

P.M. Edition for Oct. 2. The U.S. economy added 29,000 jobs last month, falling short of expectations. Journal economics reporter Konrad Putzier discusses why that's a more solid number than it may seem… and what it means for the Fed's next meeting later this month. Plus, the G-7 countries agree to release 100 million barrels of diesel and oil to help ease soaring prices. We hear from reporter Matthew Dalton about why that seems to end the threat of a U.S. ban on diesel exports, at least for now. And the Journal has learned that Oman had previously banned the FlyDubai attacker from flying over his radical views. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nvidia helping fuel Nvidia's run to all-time highs, hitting its own intraday record for the first time since May. The renewed optimism for the chip giant on Wall Street, and if the tech rally can continue. Plus, next move in oil as Europe releases diesel reserves, Tesla charges up after its deliveries report, and a full percentage point from here. Why a former Trump treasury official sees the Fed hiking through the Spring, and how today's soft jobs report will play into their next rate decision. 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.

Former Minneapolis Fed President Gary Stern joins us with his reaction to this morning's jobs number and what it means for the Fed. Then, Morgan Stanley U.S. Housing Strategist Jim Egan joins to discuss his outlook for the housing market as mortgage rates continue to rise. Plus, the CEO of European AI company Domyn joins us to discuss AI safety and global competition.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla and Jim Cramer led off the show with the weaker-than-expected September jobs report. Stocks rallied and yields moved lower on the news, which fueled hopes the Fed will stand pat on rates later this month. The anchors reacted to breaking news from Tesla: The EV maker's third-quarter deliveries came in stronger than expected. Nike shares tumbled after the company issued disappointing guidance, posted a Q1 revenue miss amid slump in China sales and announced more layoffs ahead as part of a restructuring. Also in focus: A new name for the soon-to-be combined Paramount-Warner Bros. Discovery; Oil prices fall on reports European countries are mulling the release of diesel and crude reserves; Why memory chip stocks are under pressure; Elon Musk slams Delta's CEO in an X post; Cramer gets a hug from a New York Giants legend.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Book a call: https://remnantfinance.com/calendarEmail us at info@remnantfinance.com or visit https://remnantfinance.com for more informationFOLLOW REMNANT FINANCEYoutube: @RemnantFinance (https://www.youtube.com/@RemnantFinance)Facebook: @remnantfinance (https://www.facebook.com/profile.php?id=61560694316588)Twitter: @remnantfinance (https://x.com/remnantfinance)TikTok: @RemnantFinanceDon't forget to hit LIKE and SUBSCRIBEHans and Brian are back on their regular schedule with a macro roundup to close out fiscal year 2026. They start with the Fed's hike to 4%, a weak Treasury auction where foreign buyers didn't show up, and a 10-year yield above 5% for the first time since 2007. Then they get into why none of it seems to matter to the stock market. With the Mag 7 holding up the S&P while roughly 40% of the index is red on the year, Hans makes the case that the AI build-out is a generational sector rotation, not a bubble. He also explains why the dollar is likely to get stronger from here, not collapse.From there, the conversation turns to what AI actually changes: the $100-a-month employee, AI agents running 24/7 like a digital assembly line, self-driving trucks, single-pilot cockpits, and payment rails rebuilt on stablecoins and blockchain. Hans explains why rate-dependent assets like real estate may struggle and why other forms of borrowing will get easier but still won't match a whole life policy loan. Chapters 00:00 – Opening segment 05:55 – Why Republicans deserve to lose 07:40 – What have conservatives actually conserved? 08:30 – The Iran war and the midterm math 10:10 – Is your vote worth casting? 14:15 – How younger generations are shifting 16:00 – Setting up the macro roundup 17:05 – The Fed's rate hike 17:45 – How the Fed really steers short-term rates 18:50 – Bills, notes, and bonds refresher 19:30 – How Treasury auctions work and last week's weak auction 20:45 – The 10-year at 5.18% and what it means for mortgages 22:00 – Corporate AI debt competing with Treasuries 25:20 – Why the US economy and the dollar aren't collapsing 26:00 – The Mag 7 and betting against the government's favorites 27:40 – Anthropic's IPO and a $2 trillion valuation 29:00 – How much of the S&P is actually down 30:15 – Why AI isn't the dot-com bubble 32:30 – Claude Code and the $100-a-month employee 35:20 – AI agents as a modern assembly line 37:20 – Situational Awareness and the parabolic pace of AI 40:00 – AI as both an inflationary and deflationary force 41:20 – Why rate-dependent assets like real estate will struggle 43:00 – AI agents, crypto, and new payment rails 47:30 – Why stablecoins could strengthen the dollar 48:55 – Tokenization and access to capital 49:30 – No industry is immune, including financial planning 50:00 – Self-driving trucks and the future of pilots 54:10 – Growing up in an automated world 56:00 – Personal connection as the currency of the future 58:00 – What most IBC policyholders don't know about their policies 59:00 – Why the policy loan remains the ultimate collateral 01:01:00 – How AI will make HELOCs and portfolio lending easier 01:03:30 – Why being capitalized matters more than ever 01:09:20 – Closing segmentKey Takeaways The usual playbook isn't working. Rate hikes and higher long-term yields should pull stocks down, but the scale of corporate spending on AI infrastructure has made the largest companies largely indifferent to the Fed.The index is hiding a bear market. The S&P 500 is up for the year, but about 182 of its 500 companies are negative. The Mag 7 are carrying the index, and because they move together, owning all seven is closer to one position than a diversified portfolio.AI is compressing the cost of doing business. Tools that work around the clock for a monthly subscription raise revenue and cut expenses at the same time.

We are excited to share this Special Edition featuring Julie Kozeracki, Acting Chief Investment Officer for the U.S. Department of Energy's Office of Energy Dominance Financing (EDF), for a wide-ranging look at the effort to accelerate nuclear power deployment in the U.S. Julie previously served as a Senior Advisor to the office under the Biden Administration and as a Principal with Boston Consulting Group. EDF has over $250 billion in loan authority available to help deploy high-impact energy infrastructure projects. We were thrilled to hear Julie's latest insights on EDF's activities, recent announcements, and the opportunities and challenges ahead for nuclear development in the U.S. In our conversation, we discuss the renewed push to accelerate nuclear power in the U.S. and the increasingly important role of EDF. Julie shares her perspective on nuclear's bipartisan appeal and its ability to support affordability, reliability, energy security, and lower emissions. We explore how EDF's approach has evolved, including its expanded financing authorities and increased focus on nuclear, as well as the Administration's goals of having 10 large reactors with complete designs under construction by 2030 and adding 5 GW of uprates to the existing nuclear fleet. We examine the economics and financing of new nuclear, including EDF's $17.5 billion program to procure long-lead items for 10 AP1000 reactors and the benefits of standardization, supply-chain investment, and accelerating project timelines. Julie discusses growing interest from utilities and independent power producers, lessons learned from Vogtle Units 3 and 4, and why she believes the risk profile for future AP1000 projects is fundamentally different. We also explore how investors and equity analysts view new nuclear projects and how federal financing, investment tax credits, improved risk sharing, and hyperscaler power purchase agreements could help address concerns around cost and risk. Julie shares her perspective on the different approaches of regulated utilities and IPPs, the potential for build-own-transfer structures, and how growing power demand from AI and data centers could create new opportunities for nuclear development. We discuss the significant near-term opportunity to increase generation from the existing nuclear fleet through power uprates and life extensions, including the potential to extend reactors from 60 to 80 years of operation and potentially longer. More broadly, Julie discusses the importance of baseload and dispatchable generation as electricity demand grows, changing attitudes toward nuclear at the federal, state, and local levels, and the role of existing nuclear sites in supporting future development. We close by discussing what will be required to execute at scale, including strengthening the domestic nuclear supply chain, investing in advanced manufacturing and technologies, and developing the skilled workforce of welders, pipefitters, electricians, and other trades needed to support a new generation of nuclear projects. It was a fascinating discussion and we look forward to staying in touch with Julie. To start the show, Mike Bradley highlighted that markets remain focused on interest rates and inflation. Wednesday's PCE inflation report came in below expectations, with headline PCE at ~3.4% and core PCE at ~3.0%, helping push interest rates modestly lower and equity markets higher. Mike noted that while another Fed rate hike this year may still be on the table, the softer reading could reduce expectations for further increases. Turning to oil markets, Mike noted that oil prices have declined ~$8–$10/bbl over the past two weeks as crude flows through the Strait of Hormuz have increased and Saudi Arabia's East-West Pipeline has resumed operations at ~3–4mmbpd. He also discussed the potential for a U.S. diesel export ban and highlighted lower diesel prices as an important factor in easing inflation concerns and improving broader economic sentiment. Veriten Managing Director Nick Morriss also joined the discussion and peppered in his nuclear and power questions and perspectives.

US equity futures indicating a modestly higher open today. European equity markets have opened firmer after sharp losses on Thursday. Asian equity markets were mixed. Attention is on yields stabilization, which is helping the equity market sentiment. Market is still pricing in 3 Fed rate hikes by mid-2027.Companies mentioned: Federal Realty Investment Trust, Amazon, Nvidia, Anthropic

The PCE price index (that's the Fed's preferred measure of inflation) held steady year-over-year in the latest report. Economists expected it to move up. So, why didn't it budge -- and why aren't we all celebrating? Also in this episode: Seasonal work is hard to find so far this fall, Trump's immigration crackdown weakens construction productivity in South Texas, and Kai explains the long-term implications of rising borrowing costs.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.Read the stories in today's episode:The Fed's preferred inflation measure was lower than expected in August. Is that a good thing?Can the U.S. just grow its way out of debt?Immigration crackdown adds delays, costs to South Texas constructionMore people are looking for seasonal work this year. So far, it's hard to findThere are more private security guards than police. How much are they paid?

Thursday, October 1, 2026Today, the 11th Circuit Court of Appeals has moved arguments over whether to release Volume II of Jack Smith's final report from January to the day before the midterms; a new Federal Reserve Inspector General report shows no criminality in their renovation project; the Wisconsin Supreme Court agrees to hear a case on expanding voting hours; a court has ordered an in-camera review of the memo authorizing Caribbean boat strikes; an NCCU psychology professor says Black people don't hang themselves in response to a rash of lynchings in the South; a federal appeals court has halted the execution of the lone woman on death row in Tennessee; Riley Gaines' Title IX lawsuit against the NCAA has been thrown out; plus Allison and Dana deliver your Good News.Thank You, Mint Mobile | Make the switch! MINTMOBILE.com/DAILYBEANS On behalf of RAICES, we're fundraising critical funds to ensure immigrant families have access to legal aidDonate to Daily Beans for Equality New MexicoWe've Been Nominated for a Signal Award for best news podcast! Vote for The Daily Beans https://vote.signalaward.com/PublicVoting#/2026/shows/genre/news-politicsThe Trump Epstein Memorial BookmobileThe Daily Beans is proud to partner with Miles Taylor and our friends at DEFIANCE.org For a limited time, members of the Daily Beans community can receive a FREE 3-month full membership to DEFIANCE.org and gain access to one of the fastest-growing pro-democracy movements in America. Join here: defiance.org/beans The Latest Breakdown →What Do Mark Hamill, Kathy Griffin, Glenn Kirschner, Rep Gloria Johnson, and Brian Karem Have in Common?New Unjustified →Volume II Catch-22Diamond Dames → Diamond Dames - YouTube Diamond Dames - A Ted Lasso PodcastPatreon → The Daily Beans | PatreonStoriesPentagon ordered to show legal justification for boat strikes | Courthouse News ServiceWisconsin Supreme Court agrees to hear case on expanded voting hours during Election Day disruptions | Democracy DocketWatchdog finds no criminality in Fed renovation that drew Trump's scrutiny | NBC NewsTennessee inmate still alive after being administered two lethal injections, her lawyer says | NBC NewsBlack people don't hang themselves, NCCU psychology professor says | The Triangle TribuneRiley Gaines' Title IX Lawsuit Against The NCAA Struck Down After Judge Finds "No Evidence" Of Funding Claims | Erin In The MorningGood Trouble→Voterpalooza Fest St. Louis, MO→Battleground Support Hub - Democrats.org →Get Out The Vote: Volunteer Info Session→Voter Registration Deadlines - Vote.org→Hands Off Our Vote! 2026 Toolkit | Indivisible→Help staff your local polling place - Power The Polls→Voter Registration Volunteer Opportunities · Mobilize→Helpline Orientation- Spanish Speakers Needed! - VoteRiders→Help save Texas from Ken Paxton! →NO HATE in WA State→Stand With Minnesota →iceout.org Good NewsSanctuary One AnimalsMISS AMERICA 2003ElectTeresa.comDana Goldberg's Southwest FunnyFest Oct 9 - City of Albuquerque→Share your Good News & Good Trouble - The Daily Beans→Beans Talk audio -beans-talk.simplecast.comSubscribe to the MSW on YouTube - MSW Media - YouTubeOur Donation Links →Giving - The Daily BeansDr. Allison Gill - The Breakdown | Allison Gill→Federal workers email AG - fedoath@pm.meDana Goldberg - Dana is on Patreon! At Dana's Dugout, @dgcomedy - Bluesky, @dgcomedy - IG, Dana Goldberg - Facebook, DanaGoldberg.com for Tour DatesMore from MSW Media - Shows, Cleanup On Aisle 45 pod, The Breakdown | Allison Gill Reminder - you can see the pod pics if you become a Patron. The good news pics are at the bottom of the show notes of each Patreon episode! That's just one of the perks of subscribing! patreon.com/muellershewrote Listener Survey:http://survey.podtrac.com/start-survey.aspx?pubid=BffJOlI7qQcF&ver=shortFollow the Podcast on Apple:https://apple.co/3XNx7ckWant to support the show and get it ad-free and early?https://patreon.com/thedailybeanshttps://dailybeans.supercast.com/https://apple.co/3UKzKt0 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

MacroVoices Erik Townsend & Patrick Ceresna welcome David Rosenberg. They discuss David Rosenberg's view that energy shocks are unlikely to drive sustained inflation without wage growth, along with the Fed regime shift and higher real yields, potential midterm gridlock and Treasury issuance as bond-market catalysts, Chinese open-source AI and housing weakness as disinflationary forces, the gold outlook, and the ROSY ETF and book news.   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/fOY4YJYX  

The PCE price index (that's the Fed's preferred measure of inflation) held steady year-over-year in the latest report. Economists expected it to move up. So, why didn't it budge -- and why aren't we all celebrating? Also in this episode: Seasonal work is hard to find so far this fall, Trump's immigration crackdown weakens construction productivity in South Texas, and Kai explains the long-term implications of rising borrowing costs.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.Read the stories in today's episode:The Fed's preferred inflation measure was lower than expected in August. Is that a good thing?Can the U.S. just grow its way out of debt?Immigration crackdown adds delays, costs to South Texas constructionMore people are looking for seasonal work this year. So far, it's hard to findThere are more private security guards than police. How much are they paid?

Oct 1, 2026 – The bond market is flashing the same warning it did before the 1987 crash, and the stock market isn't listening. Jim Puplava sits down with Michael Belkin of The Belkin Report, a former Salomon Brothers quant strategist who watched the '87 crash...

Citi's Scott Chronert joins Squawk on the Street to explain why the Fed's next move may not be another rate hike. Plus, Accenture CEO Julie Sweet gives her first reaction to strong earnings and discusses the company's new AI safety partnership with Anthropic. And tech analyst Ben Reitzes breaks down Micron results as the stock falls following earnings.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

With one of the largest repricings in fixed income in decades underway, Brij joins me for a wide-ranging conversation on monetary policy, inflation, the wealth effect and where he sees opportunity across global bond markets.We begin with a provocative question: what if interest rates have become more effective at influencing financial markets than the real economy? Here, Brij argues that the traditional relationship between rates and business investment has weakened considerably. Ultra-low and negative real rates did not necessarily generate the productive investment policymakers hoped for. Instead, they helped encourage greater financialization, from household leverage and corporate stock buybacks to private equity activity and, more recently, government borrowing.That leads us to inflation and Brij's argument that today's remaining price pressures are increasingly connected to wealth rather than wages. With an enormous amount of household wealth tied to equities, particularly among older generations, we explore how asset-price appreciation can support spending in areas like housing, healthcare, restaurants and travel even as labor-market demand cools.We then turn to the Fed and the dramatic repricing underway across developed-market yield curves. Brij explains why the front end remains closely tied to expectations for monetary policy, while longer-dated yields incorporate a much broader debate around nominal growth, term premium and the economic consequences of the AI investment boom.AI itself becomes an important part of the discussion. We examine whether extraordinary capital spending and borrowing by hyperscalers are contributing to higher bond yields, changing the traditional stock-bond relationship and potentially crowding out other borrowers.I hope you enjoy this episode of the Alpha Exchange, my conversation with Brij Khurana.

For years, investors lived by TINA: “There Is No Alternative” to stocks. With interest rates near zero and bond yields offering little income, equities dominated the investment landscape. But that math has changed. Today, Treasury yields are above 5%, investment-grade corporate bonds offer competitive income, and real yields have climbed to levels not seen in nearly two decades. Meanwhile, stock valuations remain historically elevated. That creates TIGA: “There Is a Good Alternative.” Lance Roberts & Michael Lebowitz examine what the changing relationship between stocks and bonds means for portfolio diversification, why the equity risk premium has narrowed, and how investors can think about balancing income, risk, and long-term return potential. 0:00 - INTRO 1:04 - TINA, TIGA; Bulls & Bears; no pants 2:28 - Did the Fed make a mistake in hiking rates prior to PCE Index Release? 3:13 - Oil Prices & Inflation vs Price Levels 4:21 - GDP Calculations: Consumers and Businesses 5:17 - What the Fed is Fighting 8:13 - Where is a Trading opportunity in Bonds? (TNX) 11:15- Investors are Off-sides on Bonds 15:00 - TINA vs TIGA: What it Means 17:27 - How Are You Getting Paid to Diversify? 19:39 - Equity Risk Premium or Discount (chart) 22:15 - Bonds vs Bond ETF's 25:26 - Why Bonds are Like Annuities 27:00 - Rooting for a Technology Crash (chart)... 28:43 - Technology Stocks are Least-sensitive to Interest Rates 32:09 - Yields Take a While to Impact 33:21 - Credit Spreads are Starting to Widen: A Warning Sign for Markets? 39:06 - Small Business Loan Rates 41:07 - The Thing that the Market Cares About (Forward Earnings) 44:56 - Employment Data Preview ==== Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA 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" report, "Bond Yields May Be Setting Up a Trade," https://youtu.be/ikGixV15dME ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/JV2n7ESiZ54?feature=share -------- Watch our previous show, "Q&A Wednesday: What's Holding Up the Market? " https://youtube.com/live/BSygFM2sS7Y ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- 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/ #BondMarket #TreasuryYields #InterestRates #TLT #Investing

This episode features a large news slate: Stock futures mixed as yields rise to kick off October, Fed's Kashkari says inflation is ‘still too high', and Zuck Finds His Muse. QOFTW rapid fire https://www.instagram.com/delano.saporu/?hl=en. Connect with me here also: https://newstreetadvisorsgroup.com/social/. Want to support the show? Feel free to do so here! https://anchor.fm/delano-saporu4/support. Thank you for listening.

US equity futures are modestly firmer, while Asian markets are mixed and European equities are sharply lower. Attention remains on the sharp rise in bond yields, with the US 10-year yield reaching a 24-year high and European yields also at multi-year highs. Resilient growth, higher oil prices, upside inflation risks and increasingly hawkish monetary policy expectations are contributing to the selloff, alongside concerns around fiscal deficits, increased AI-related issuance and forced selling by hedge funds. Energy supply also remains in focus, with the Trump administration urging Europe to release emergency diesel reserves. Meanwhile, expectations for further policy tightening remain elevated, with recent Fed commentary and signals from the BOJ keeping the global rates outlook in focus.Companies Mentioned: Tencent, Oracle, Netflix, Nu Holdings

Dr. Mark Thornton, Senior Fellow at the Mises Institute, joins Julia to explain why the bond market is the pivotal story right now. The 10- and 30-year Treasury yields are back above 5%, the national debt is over $40 trillion, and deficits are running at about $2 trillion a year. Thornton argues that this is wartime-level borrowing during supposedly good times. It crowds out private investment, weighs on wages, and widens the K-shaped divide between asset owners and everyone else. He explains why he thinks the Fed's recent hike won't be its last. In his view, Chairman Warsh and Secretary Bessent are managing the problem rather than solving it, and a market break or crisis could give the Fed cover to restart money printing. He describes the US as merging onto the "highway to hyperinflation," draws on historical cases from Revolutionary France to Weimar Germany, and closes with why he expects hard assets and commodities to outperform financial assets over the next decade.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/LinksX: https://x.com/DrMarkThorntonFree Hayek book: https://store.mises.org/Hayek-for-the-21st-Century-P11367.aspxMises Institute: https://mises.org/profile/mark-thorntonTimestamps: 0:00 Intro: Why bonds are the big worry0:43 Big picture: 10- and 30-year yields at 25-year highs4:24 Are we in a new higher-rate regime?11:48 Wartime deficits in "good times"18:21 Who wins and who loses from easy money20:25 Young people, housing, and the K-shaped economy24:02 Food, energy, and the Persian Gulf conflict28:10 Are we on the on-ramp to hyperinflation?34:03 Fed rate hikes: more coming, and what's next39:27 No consequences: the "magic checkbook"47:28 How to protect yourself: hard assets51:28 Where to find Dr. Thornton's work

Mary Jo recaps two big things: a must-read book for understanding our money system, and her refresher training in Houston on the Truth Concepts calculators. If you've read Becoming Your Own Banker and gone down the rabbit hole of fractional reserve banking, "Creature From Jekyll Island"  by G. Edward Griffin is the next start — how $1 in the bank lets the system borrow $10, why that devalues our dollar, and who met on Jekyll Island to pass the Federal Reserve Act. Mary Jo also breaks down why crypto is not the answer for her, what really happens to a whole life insurance infinite banking  policy if the dollar crashes, and how she'd use policy loans to buy land, drill wells, and buy real assets instead of holding paper dollars. Then the Houston part: Todd Langford created his calculators to prove Nelson wrong on the infinite banking concept  — and got proven wrong. Mary Jo shares the refresher on qualified plans / 401ks for business owners, future requirements ($10-30M in tomorrow's dollars), taxes vs. rate of return, and the unseen rate of return when you borrow to create infinite banking explained  cash flow externally. Bottom line: don't just park money. Use it entrepreneurially to make more money. Buy the book: https://www.WithoutTheBank.com/Book  Email Mary Jo: MaryJo@WithoutTheBank.com  Chapters: 00:00 – Money Is to Be Used, Not Sit Idle 01:13 – Welcome 01:44 – Fractional Reserve Banking and Nelson's Rabbit Hole 02:30 – Creature from Jekyll Island: 600 Pages, Fed 10-to-1, Oreos Example 04:01 – Why Crypto Is Not the Answer 06:14 – What Happens to Your Policy If the Dollar Crashes? 07:28 – Prepper Strategy: Borrow to Buy Land, Wells and Real Assets 08:13 – Stepping Out of the Noise: Gold Hype, Stocks and Manipulation 09:54 – The Fed Is 100% Private Company + YouTube / Cliff Notes Option 10:09 – Why I Bought This Book for My Dad Years Ago 11:35 – Houston Truth Concepts Training With Todd Langford 12:45 – 401ks for Business Owners: Tax Write-Off vs. Usable Growth 13:39 – Future Requirements and Inflation Truth 15:32 – The Unseen Rate of Return and Interruptions 16:15 – Stop Just Saving, Start Creating Cash Flow 19:03 – Financial Advisor Gets Infinite Banking Wrong 20:08 – Grab Your Book and Schedule With John or Mary Jo Audio Production by Podsworth Media - https://podsworth.com 

Newsletter: https://stay-winning-wealth.kit.com/806fb337d7Sponsor: https://portal.costsegregationguys.com/r/staywinningCore PCE, the Federal Reserve's preferred inflation gauge, rose 3.0% year over year in August and 0.2% month over month.At the same time, second-quarter GDP was revised higher to 2.2%, up from the previous 1.5% estimate.That creates an important macro contradiction: inflation is cooling, but economic growth and consumer spending remain resilient.In this livestream, we'll break down:What the latest core PCE reading meansWhy the GDP revision mattersWhy October Fed-hike odds reportedly fell toward 35%Whether cooler inflation gives the Fed room to pauseWhy stronger growth could still keep rates elevatedWhat this means for Treasury yields, mortgage rates, stocks, crypto, and real estateWhat Friday's jobs report could changeEconomic data can be revised. Verify the latest figures and market probabilities before making financial decisions.Educational content, not financial advice. Stocks, bonds, crypto, real estate, and interest-rate products carry risk. Do your own research.#PCE #Inflation #FederalReserve #GDP #InterestRates #MortgageRates #Investing #FinancialLiteracy #StayWinning

Today's top stories, with context, in just 15 minutes. On today's podcast: 1) A FlyDubai aircraft was attacked by one of its pilots, who stabbed or hit the other pilot with an ax, before being overwhelmed by passengers. The plane made an emergency landing at a Saudi airport after taking a sudden steep dive, and the United Arab Emirates attorney-general has ordered an investigation into the incident. The investigation will examine the circumstances and motives behind the attack, including whether it was linked to any terrorist activity, and the airline has suspended flights to and from Israel while the investigation continues. 2) President Trump said former Federal Reserve Chair Jerome Powell should resign from the central bank's Board of Governors over findings the central bank mismanaged the renovation of its headquarters. The Fed's internal watchdog found no evidence of criminal wrongdoing and didn't identify any "administrative misconduct" connected to the $2.4 billion project, but outlined a series of management missteps that caused the project's cost to balloon. Trump directed Attorney General Todd Blanche to study the inspector general's report "and make a determination as to what to do," and said Powell should be forced to resign or sued by the United States Government for "corruption or incompetence." 3) The US benchmark yield climbed to the highest since 2002 as rising oil prices drove a renewed selloff in global bonds. Government debt has been flailing around the world as elevated oil prices ripple through the global economy, pushing investors to bet central banks will further raise interest rates. Investors will seek clues on the US economy's health and the next Federal Reserve steps from Friday's payroll numbers and a list of Fed speakers.See omnystudio.com/listener for privacy information.

A Flydubai flight is diverted after a cockpit stabbing, and a pilot is arrested, Prime Minister Burnham alleges "strong indications" of Iranian involvement in the U.K. RAF Fairford incident, while MI5 alleges that Universities are aiding PRC espionage research, the U.S. Treasury plans to auto-enroll 60 million kids in Trump accounts, Moonshot reviews Kimi AI after a bioweapon jailbreak is found, Morocco names Fatima Ezzahra El Mansouri as its first female Prime Minister, a Fed watchdog finds no crime in the bank's renovation overruns, the U.S. Supreme Court allows third-country deportations to resume, RFK Jr. pushes a plan to pool U.S. health data for an AI study, and Antarctic sea ice hits its third-lowest winter peak. Sources: Verity.News

Earn up to a 4% yield on your physical gold or silver, paid in gold ounces: https://Monetary-Metals.com/CommoditySteve Penny sees the tailwinds behind silver as far stronger than those driving gold, and he unpacks why he ultimately thinks silver will be the metal to watch as the Fed's hand is forced to fire up the money printer when the next major crisis breaks out.Visit our sponsor, ARK Silver Gold Osmium: https://arksgo.comContact them at (307) 264-9441Ian@ArkSGO.com

Nick Hodge, Co-Owner of Digest Publishing and editor of Foundational Profits and Underground Alpha, joins me for our monthly longer-format discussion on macroeconomic factors moving the markets, his key takeaways from the Precious Metals Summit in Beaver Creek, CO; and his portfolio management strategies in select gold, silver, and copper stocks.   We start off reviewing the themes and companies that had his attention at last week's PM Summit in Beaver Creek. Nick addresses the encouraging sentiment and companies focused on execution of their key workstreams, versus worrying about whether we are in a bull market. There has been a steady flow of sector news the last few weeks and Nick highlighted some recent news from Empress Royalty Corp. (TSXV:EMPR)(OTCQX:EMPYF), Au Gold Corp (TSXV:AUGC), Southern Cross Gold Consolidated Ltd (TSX: SXGC) (ASX: SX2) (OTCQX: SXGCF), and Banyan Gold Corp. (TSXV:BYN) (OTCQB: BYAGF) that stood out to him leading into and during the conference. We discussed the rising number of spinouts and new spin-cos being created or contemplated, and Nick highlighted: Riverside Resources Inc. (TSX-V: RRI) (OTCQB: RVSDF), getting ready to spin out Ravena with their Mexican assets, after successfully spinning out both Capitan Silver Corp. (TSXV: CAPT) (OTCQX: CAPTF) and Blue Jay Gold Corp. (TSXV: JAY) (OTCQB: JAYGF) Latin Metals Inc. (TSXV: LMS) (OTCQB: LMSQF) and Bravo Mining Corp. (TSXV: BRVO) (OTCQX: BRVMF) are both considering spinouts of assets which are not getting much value in their portfolios at present. Aldebaran Resources Inc. (TSX-V: ALDE, OTCQX: ADBRF) just successfully spun out Centauri Minerals Inc. (TSXV: CENT). Next we pivoted to the continued strength in copper throughout this year. Nick pointed out that after substantial inflows of copper into the US to get in front of potential tariff news from the Trump administration, that the decision not to put a tariff on the red metal, in lieu of higher diesel and inflation readings, did not cause a collapse in copper like it did last summer. He highlighted Ero Copper Corp. (TSX: ERO, NYSE: ERO) as a name he is still holding, and flagged Koryx Copper Inc. (TSX-V: KRY) as one of the best meetings he had in Beaver Creek and that he strongly considering a position in it.   Wrapping up we comingled thoughts on gold, silver, and the macroeconomics at play: He remains encouraged that we'll see gold hold above $4,000 and would like to see the yellow metal stay above $4,175. He sees more potential weakness in Silver and wouldn't be surprised to see it pull back down to retest $55 again, before moving back higher again. Nick quickly summarized the macro movers citing trends in the US Dollar, inflation, oil and diesel, geopolitics, and rising short-term interest rates at the short-end of the yield curve due to Fed policy contrasted against flattening rates at the long-end of the curve.       For more market commentary & interview summaries, subscribe to our Substack reports:   The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.  

In the face of a tariff shock, an energy shock and a fiscal shock, the Fed is opting to raise interest rates. Donald Trump may not like it, but he has only himself to blame. Guest: Justin Wolfers, Professor of Public Policy and Economics at University of Michigan, host of Platypus Economics.Want more What Next? Subscribe to Slate Plus to access ad-free listening to the whole What Next family and across all your favorite Slate podcasts. Subscribe today on Apple Podcasts by clicking “Try Free” at the top of our show page. Sign up now at slate.com/whatnextplus to get access wherever you listen.Podcast production by Evan Campbell, Madeline Thames-Ducharme and Patrick Fort.Paige Osburn is the senior supervising producer of What Next and What Next TBD. Hosted on Acast. See acast.com/privacy for more information.

A.M. Edition for Sept. 30. After more than 23 years and $1.7 trillion, America is winding down its war in Iraq, closing the last major U.S. military base today. WSJ's Jared Malsin went to Iraq and reports that while Baghdad has undergone a renaissance, behind the scenes, Iranian-backed militia groups have gained a lot of power. Plus, a state judge in New York rules that mayor Zohran Mamdani must redo the rollout of his pied-à-terre tax. And WSJ's Aaron Zitner details our latest poll, showing Americans want populist policies that defy traditional political labels. Daniel Bach hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In the face of a tariff shock, an energy shock and a fiscal shock, the Fed is opting to raise interest rates. Donald Trump may not like it, but he has only himself to blame. Guest: Justin Wolfers, Professor of Public Policy and Economics at University of Michigan, host of Platypus Economics.Want more What Next? Subscribe to Slate Plus to access ad-free listening to the whole What Next family and across all your favorite Slate podcasts. Subscribe today on Apple Podcasts by clicking “Try Free” at the top of our show page. Sign up now at slate.com/whatnextplus to get access wherever you listen.Podcast production by Evan Campbell, Madeline Thames-Ducharme and Patrick Fort.Paige Osburn is the senior supervising producer of What Next and What Next TBD. Hosted on Acast. See acast.com/privacy for more information.

On Sept. 30, Brian Szytel reports a bifurcated market into quarter-end, with the Dow down about 200 points while the S&P 500 and Nasdaq rise, led by large-cap growth; yields steepen as the 10-year and 30-year move higher. A cooler-than-expected PCE inflation report (core and year-over-year) lowers implied odds of an October Fed hike to about 35%, though Friday's nonfarm payrolls could shift expectations. Other data were stronger: Q2 GDP revised up to 2.2%, ADP payrolls beat estimates, and consumer spending was robust, suggesting the economy is still humming despite high rates and debt concerns. He discusses a shifting Fed “put” narrative and answers why forward PEG ratios can look cheap versus expensive backward-looking metrics: higher expected growth, stronger profitability, and greater index concentration in the “Mag Seven,” with risk that earnings expectations could fall if AI spending disappoints. 00:00 Quarter End Market Recap 00:52 PCE Inflation And Yield Curve 02:07 Fed Hike Odds And Jobs Watch 02:33 GDP Payrolls And Spending 03:28 Bond Vigilantes And The Fed Put 05:35 Valuation Question CAPE Vs PEG 06:30 Tech Boom Comparisons And AI Risk 07:36 Dividend Focused Wrap Up Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

In the face of a tariff shock, an energy shock and a fiscal shock, the Fed is opting to raise interest rates. Donald Trump may not like it, but he has only himself to blame. Guest: Justin Wolfers, Professor of Public Policy and Economics at University of Michigan, host of Platypus Economics.Want more What Next? Subscribe to Slate Plus to access ad-free listening to the whole What Next family and across all your favorite Slate podcasts. Subscribe today on Apple Podcasts by clicking “Try Free” at the top of our show page. Sign up now at slate.com/whatnextplus to get access wherever you listen.Podcast production by Evan Campbell, Madeline Thames-Ducharme and Patrick Fort.Paige Osburn is the senior supervising producer of What Next and What Next TBD. Hosted on Acast. See acast.com/privacy for more information.

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.

One week after a friendly summit between Chinese President Xi Jinping and U.S. President Donald Trump, CNBC details an aggressive plot by China to infiltrate one of the United States' most important institutions: the Federal Reserve. This explosive documentary delves into the incredible saga of a Chinese spy's effort to obtain secrets from the inner confines of the US top bank. It's a tale of sex, money, deceit and betrayal that put some of the country's vital economic and financial secrets at risk. With exclusive access to new documents, audio, photos and text messages, CNBC's Senior Washington Correspondent Eamon Javers uncovers the story of former Fed economist John Rogers and a Chinese spy posing as an economics student who he befriended in 2013. “Inside Man” is a spy story at the heart of the competition for global economic dominance, posing the question of whether Rogers was a spy himself or an unwitting dupe. Watch the full documentary, read the article and explore excerpts from Rogers' text message history here: cnbc.com/insideman Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 30, 2026 – The US Treasury is no longer a risk-free asset, and the world's central banks are already acting like it. Jim Puplava sits down with Australian investor and strategist Craig Tindale to unpack his article "Bessent Is the House Now, Gold Is the Tell"...

Sep 29, 2026 – FS Insider speaks with Woody Preucil at 13D Research and Strategy about the surge in new AI-driven cyberattacks. Woody shares startling data on trillion-dollar economic losses, evolving attack strategies, and coordinated swarm intelligence...

One week after a friendly summit between Chinese President Xi Jinping and U.S. President Donald Trump, CNBC details an aggressive plot by China to infiltrate one of the United States' most important institutions: the Federal Reserve. This explosive documentary delves into the incredible saga of a Chinese spy's effort to obtain secrets from the inner confines of the US top bank. It's a tale of sex, money, deceit and betrayal that put some of the country's vital economic and financial secrets at risk. With exclusive access to new documents, audio, photos and text messages, CNBC's Senior Washington Correspondent Eamon Javers uncovers the story of former Fed economist John Rogers and a Chinese spy posing as an economics student who he befriended in 2013. “Inside Man” is a spy story at the heart of the competition for global economic dominance, posing the question of whether Rogers was a spy himself or an unwitting dupe. Watch the full documentary, read the article and explore excerpts from Rogers' text message history here: cnbc.com/insideman Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Fresh this hour, the Federal Reserve's independent watchdog finding no evidence of criminal wrongdoing or of administrative misconduct in its building renovations. The Fed's favorite inflation gauge cools more than expected in August. Plus, how Chinese spies used love and betrayal to target the institution. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

One week after a friendly summit between Chinese President Xi Jinping and U.S. President Donald Trump, CNBC details an aggressive plot by China to infiltrate one of the United States' most important institutions: the Federal Reserve. This explosive documentary delves into the incredible saga of a Chinese spy's effort to obtain secrets from the inner confines of the US top bank. It's a tale of sex, money, deceit and betrayal that put some of the country's vital economic and financial secrets at risk. With exclusive access to new documents, audio, photos and text messages, CNBC's Senior Washington Correspondent Eamon Javers uncovers the story of former Fed economist John Rogers and a Chinese spy posing as an economics student who he befriended in 2013. “Inside Man” is a spy story at the heart of the competition for global economic dominance, posing the question of whether Rogers was a spy himself or an unwitting dupe. Watch the full documentary, read the article and explore excerpts from Rogers' text message history here: cnbc.com/insideman Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

One week after a friendly summit between Chinese President Xi Jinping and U.S. President Donald Trump, CNBC details an aggressive plot by China to infiltrate one of the United States' most important institutions: the Federal Reserve. This explosive documentary delves into the incredible saga of a Chinese spy's effort to obtain secrets from the inner confines of the US top bank. It's a tale of sex, money, deceit and betrayal that put some of the country's vital economic and financial secrets at risk. With exclusive access to new documents, audio, photos and text messages, CNBC's Senior Washington Correspondent Eamon Javers uncovers the story of former Fed economist John Rogers and a Chinese spy posing as an economics student who he befriended in 2013. “Inside Man” is a spy story at the heart of the competition for global economic dominance, posing the question of whether Rogers was a spy himself or an unwitting dupe.Watch the full documentary, read the article and explore excerpts from Rogers' text message history here: cnbc.com/insideman Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The major indexes remain near record territory, but beneath the surface, the picture is considerably more complicated. Technology continues to provide important support while market breadth has weakened, Treasury yields remain elevated, and small- and mid-cap stocks have faced greater pressure. Meanwhile, investors are weighing the Federal Reserve's latest rate hike, higher bond yields, oil prices, stretched areas of the market, Nvidia's massive stock buyback, and questions about whether Technology can continue carrying so much of the market's weight. Lance Roberts & Danny Ratliff take your questions directly from the YouTube live chat and discuss what these developments could mean for markets, portfolios, interest rates, bonds, retirement planning, and the economy. 0:00 - INTRO 0:56 - Last day of the Quarter; Friday is Employment Day 2:18 - JOLTS Report - Labor Hoarding 6:10 - Markets Continue to Consolidate; Breadth is Very Weak 7:51 - The Set up for a Year End Rally 10:46 - When you're right...and keeping score 13:00 - Cash on Hand? 13:46 - Investor Sentiment Then & Now 15:27 - What about Utilities Now? 16:20 - RSP vs SPY? 17:24 - Interest Rate Sensitive Small- & Mid-caps? 19:08 - When Trading Patterns Fail? (chart) 22:15 - Can You Remember a Time when the US Has Been This Resilient? (yes) 25:40 - Data Center Growth Projections to 2040 27:48 - When do We Know When the Bond Market Crashes? (Why does the Fed hike rates?) (chart) 32:38 - Taking Advantage of Rate Environment to Buy a House 35:34 - Collateralized Loan Obligations as Investments: Know the quality of underlying loans 37:13 - Is Now a Good Time to Invest in REITS? 39:57 - Total Cost of a House Over Time? (What the Real American Dream is...) 42:13 - What is a Qualified Dividend (AMLP & Buying Dividend Companies) 43:44 - The Three Legs of a Portfolio 45:11 - Bumping Up 401k Contributions ==== 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" report, "Market Breadth Sends a Warning " https://youtu.be/YR2WHQHpryU ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/BSygFM2sS7Y -------- Watch our previous show, "Stop Trying to Beat the Market" https://youtu.be/_m7uSDmtseI ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- 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 #MarketBreadth #SP500 #Investing #MarketOutlook #FederalReserve #InterestRates #MarketOutlook #Bonds

The major indexes remain near record territory, but beneath the surface, the picture is considerably more complicated. Technology continues to provide important support while market breadth has weakened, Treasury yields remain elevated, and small- and mid-cap stocks have faced greater pressure. Meanwhile, investors are weighing the Federal Reserve's latest rate hike, higher bond yields, oil prices, stretched areas of the market, Nvidia's massive stock buyback, and questions about whether Technology can continue carrying so much of the market's weight. Lance Roberts & Danny Ratliff take your questions directly from the YouTube live chat and discuss what these developments could mean for markets, portfolios, interest rates, bonds, retirement planning, and the economy. 0:00 - INTRO 0:56 - Last day of the Quarter; Friday is Employment Day 2:18 - JOLTS Report - Labor Hoarding 6:10 - Markets Continue to Consolidate; Breadth is Very Weak 7:51 - The Set up for a Year End Rally 10:46 - When you're right...and keeping score 13:00 - Cash on Hand? 13:46 - Investor Sentiment Then & Now 15:27 - What about Utilities Now? 16:20 - RSP vs SPY? 17:24 - Interest Rate Sensitive Small- & Mid-caps? 19:08 - When Trading Patterns Fail? (chart) 22:15 - Can You Remember a Time when the US Has Been This Resilient? (yes) 25:40 - Data Center Growth Projections to 2040 27:48 - When do We Know When the Bond Market Crashes? (Why does the Fed hike rates?) (chart) 32:38 - Taking Advantage of Rate Environment to Buy a House 35:34 - Collateralized Loan Obligations as Investments: Know the quality of underlying loans 37:13 - Is Now a Good Time to Invest in REITS? 39:57 - Total Cost of a House Over Time? (What the Real American Dream is...) 42:13 - What is a Qualified Dividend (AMLP & Buying Dividend Companies) 43:44 - The Three Legs of a Portfolio 45:11 - Bumping Up 401k Contributions ==== 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" report, "Market Breadth Sends a Warning " https://youtu.be/YR2WHQHpryU ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/BSygFM2sS7Y -------- Watch our previous show, "Stop Trying to Beat the Market" https://youtu.be/_m7uSDmtseI ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- 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 #MarketBreadth #SP500 #Investing #MarketOutlook #FederalReserve #InterestRates #MarketOutlook #Bonds

This morning's August PCE prices could help shape the Fed's rate decision, and Micron's earnings later might give the entire tech sector direction. Yields and oil remain in focus.Important DisclosuresThis 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.(0130-0926) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Fed's preferred inflation measure came in lighter than expected, but the broader economic picture still points to sticky price pressure and a growing debate over whether another rate hike is needed.Paul Lane and Marc Fandetti break down the latest core PCE inflation report, why revisions helped soften the headline number, and what the data could mean for the Fed's next move. They also discuss stronger GDP revisions, John Williams' comments on interest rates, why high earners say they are living paycheck to paycheck, the widening gap between the rich and the ultra-rich, rising mortgage rates, record home equity, and why several major IPOs are being delayed despite a strong year for markets.

The Fed signaled no rate hikes, rate hike odds are falling, and the Treasury is buying back debt again, the same move that sparked crypto's rally on August 19th. We also cover Robinhood's latest announcements, Coinbase's villain moment, cirBTC, and where Trump's AI agenda and the superintelligence race stand.~This episode is sponsored by iTrust Capital~iTrustCapital | Get $100 Funding Reward + No Monthly Fees when you sign up using our custom link! ➜ https://bit.ly/iTrustPaul00:00 Intro00:10 Sponsor: iTrust Capital00:45 PCE inflation02:30 Rate hike odds03:40 FOX: Investors are not prepared for a hike cycle05:00 Treasury to unleash again05:10 August 19th05:30 Robinhood Announcements06:15 Coinbase villain07:10 cirBTC07:25 Super Intelligence08:05 Trump AI recap09:45 AI safety unsettled10:25 Trump losing bad for AI?11:30 Most Stocks Are Down#Crypto #Bitcoin #Ethereum~Fed Signals NO Rate Hikes

Reid l'Anson talks about the geopolitical movers hitting the energy trade beyond the U.S.-Iran war and focuses on how the Russia-Ukraine war adds to mounting headwinds. Turning to the U.S. itself, Reid addresses how he sees it shaping the Fed's interest rate decision in October. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Adam Coons says the Fed is unlikely to raise rates again despite consensus, as the consumer nears a breaking point with mortgages above 7%. He warns that tech names with stretched valuations and refinance risk, like Oracle (ORCL), could get punished this earnings cycle. He also likes Japanese financials and Southeast Asian semiconductors for diversification and prefers higher-dividend energy names for defense.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

September was "relatively calm" for Bitcoin and other crypto assets compared to past years, says Jim Ferraioli of Charles Schwab. That doesn't mean risks don't exist for crypto assets. Jim points to the Fed's interest rate hike, paired with ballooning U.S. debt, as key risks crypto investors need to navigate. Meanwhile, altcoins have recently outperformed against Bitcoin despite the latter's recent rally. Jim explains how all of these ties into his technical analysis for Bitcoin and addresses the spike in layer-1 and layer-2 transaction activity. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Silver prices retreated as PCE inflation cooled, Treasury yields fell and the U.S. dollar pulled back. Core PCE rose 3% year over year, strengthening the case for a Fed pause as markets reassess rates, inflation and silver.

US-Iran talks and efforts by mediators this week yielded little progress, raising the odds of renewed combat, while Qatar will continue efforts despite growing frustrations with both sides, according to Axios.An Iranian diplomatic source said Iran will only be ready to discuss the nuclear issue after the Strait of Hormuz issue is resolved and Washington lifts the blockade.APAC stocks were ultimately mixed; European equity futures indicate a positive cash market open.DXY took a breather after gaining yesterday; 10yr UST futures edged higher overnight following the prior day's steepening.Crude futures were constrained after sliding yesterday following several downside catalysts; Spot gold was little changed beneath the USD 4,200/oz level.Looking ahead, highlights include German Retail Sales (Aug), French CPI (Sep), German State/National CPI (Sep), Italian CPI (Sep), US PCE Price Index (Aug/Q2), GDP Final (Q2), Atlanta Fed GDP. Speakers include ECB's Elderson & Schnabel, Fed's Barkin, Cook, Goolsbee & Kashkari. Supply from Germany, US Treasury buyback announcement (10-20yr; liquidity support), Earnings from Micron, Accenture & McCormick.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US White House is reportedly tempering expectations of an imminent breakthrough between US-Iran, Semafor reported, with a source suggesting that "the bar is being raised very high."The Iranian government spokesperson said Foreign Minister Araghchi presented President Pezeshkian with a US proposal following his New York trip, which included discussions on Iran's conditions for reopening the Strait of Hormuz, IRNA reported.UKMTO said that a crude oil tanker was struck on the port side by an unknown projectile in the Strait of Hormuz on September 29th.US equity futures pare back earlier gains with Micron earnings on the docket after-hours.DXY continues to fall following dovish comments by Fed's Williams; AUD underperforms following cooler-than-expected inflation.Fixed income benchmarks climb; Gilts weighed on by the upside GDP revision.Energy benchmarks rebound slightly from Tuesday's losses (Brent +1.1%).Looking ahead, highlights include German CPI (Sep), US PCE Price Index (Aug/Q2), GDP Final (Q2), Atlanta Fed GDP. Speakers include ECB's Elderson & Schnabel, Fed's Barkin, Cook, Goolsbee & Kashkari. The US Treasury buyback announcement (10-20yr; liquidity support). Earnings from Micron, Accenture & McCormick.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

In part two of Red Eye Radio with Gary McNamara and Eric Harley, the guys continue discussing job availability and the need for skilled laborers, remembering their own jobs and career ambitions as well. Also the continued resilience of employment and consumption in the US economy strengthens expectations that the Fed may keep interest rates at high levels for a longer period / and is anyone really concerned about the national debt? For more talk on the issues that matter to you, listen on radio stations across America Monday-Friday 12am-5am CT (1am-6am ET and 10pm-3am PT), download the RED EYE RADIO SHOW app, asking your smart speaker, or listening at RedEyeRadioShow.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Brian Szytel reviews modest market declines (Dow -131, S&P -0.15%, Nasdaq -0.10%) with major indexes still up YTD, and focuses on the bond selloff pushing the 10-year yield to about 5.24% amid speculation about 6%. He argues higher yields reflect both higher nominal growth near 6% and a Fed intent on reducing its balance sheet, with limited ability for Treasury financing tactics to meaningfully lower yields. He notes consumer confidence missed (81 vs. 89), JOLTS openings dipped slightly (7.1M vs. 7.2M), and Case-Shiller home prices rose 0.3% monthly but lag inflation amid high mortgage rates and weak price discovery. He answers why rates rise despite higher oil: the Fed targets elevated PCE/core inflation by tightening to cool broad-based price pressures. 00:00 Market Close Recap 00:29 Why Yields Are Rising 02:17 Fed Put and Bond Vigilantes 03:16 Where Rates May Settle 03:37 Today's Economic Data 04:33 Housing Market Reality Check 05:21 Why Hike With High Oil 07:04 Wrap Up and Thanks Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com