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Barry Eichengreen is a is well known author, economist, and economic historian from the University of California, Berkeley. Paul Blustein is a former Washington Post and Wall Street Journal journalist who has authored several acclaimed books on global economic institutions. Brendan Greeley is a veteran journalist from the Financial Times and current PhD student at Princeton studying monetary history. They all return to the show for a special roundtable discussion where they discuss the history of dominant currencies, whether we will always end up with a single reserve currency, whether monetary sovereignty is earned or given, the question of exorbitant privilege, what there is to do about a second China Shock, the future of dollars in the digital age, and much more. Watch the full length video on our new YouTube Channel! Check out the transcript for this week's episode, now with links. Recorded on May 11th, 2026 Subscribe to David's Substack: Macroeconomic Policy Nexus Follow David Beckworth on X: @DavidBeckworth Follow Barry Eichengreen on X: @B_Eichengreen Follow Paul Blustein on X: @PaulBlustein Follow Brendan Greeley on X: @BHGreeley Follow the show on X: @Macro_Musings Check out our Macro Musings merch! Timestamps 00:00:00 - Intro 00:02:01 - On Each Author's Book 00:11:12 - Globally Dominant Currencies 00:25:37 - Single Reserve Currency 00:28:34 - Fed's Control Over Global Dollar System 00:38:39 - Exorbitant Privilege 00:46:30 - China Shock 2.0 00:49:23 - Future of the Global Dollar System 00:58:16 - Outro
In this week's stock market outlook, Matt breaks down the technical battle facing the S&P 500 and NASDAQ, reviews the biggest winners and losers of earnings season, and grades Kevin Warsh's performance as Federal Reserve Chair following the latest Fed meeting. The bulls reclaimed an important trend line, but the broader trend still needs confirmation. Matt identifies the resistance levels required for a legitimate breakout, the support zones traders must defend, and the signals coming from RSI and MACD heading into the new trading week. Earnings growth has been exceptional, but the market has not rewarded every company that beat expectations. Matt reviews the best and worst reports of the season, separates true operating strength from headline distortions, and explains what the results mean for technology and the broader market. The Federal Reserve held interest rates steady following a contentious meeting. Matt breaks down the decision, the dissents, Kevin Warsh's communication strategy, and whether the new Fed Chair has earned a passing grade so far. • The S&P 500 breakout test and key market levels • Earnings season growth, market reactions, and major surprises • The strongest and weakest earnings reports • The Federal Reserve's latest interest rate decision • Kevin Warsh's first report card as Fed Chair • Precision Trader and the upcoming Master Trader series
On the first trading day of August, David Faber and Jim Cramer explored several developments of importance to the markets; The U.S.-Japan joint intervention to prop up a yen trading at 40-year lows; Stocks jump as oil prices tumble on hopes for a diplomatic solution to the U.S.-Iran conflict; AstraZeneca reportedly in merger talks with Bristol Myers Squibb to create a nearly $400 billion pharmaceutical giant. Also in focus: Starbucks gets upgraded, SpaceX hits new lows ahead of its Tuesday earnings report, Alibaba's AI bounce, a look at whether July's biggest stock losers can rebound in August, the Dow aims for a five-month win streak, the 19th anniversary of Cramer's "They know nothing!!" Fed rant. 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.
Bill Barhydt, Founder/CEO Abra, joined me to discuss the current state of the crypto market and what needs to happen for the market before the next major bull run. Recorded July 10th.Topics: - Crypto bear market and when the bottom might be in - Tokenization and markets going 24/7 - Clarity Act outlook - AI 's impact on the economy and life- Future of Prediction markets
In this deeply moving episode of Fed by the Fruit, host KB sits down with Jamie and Reina Bryce, a couple who faced every parent's worst nightmare with the loss of their two young sons, William and Zachariah, in a devastating house fire. With raw honesty and unshakable faith, they share how God met them in their darkest valley: the outpouring of love from their church and community, a peace that surpassed all understanding in the hospital, the powerful legacy of their six-year-old found shielding his little brother, and the gift of organ donation that gave life to others. They also reflect on the redemptive joy of welcoming their daughter, Hannah Joy, and the hope that continues to carry them forward. It's a heartbreaking yet profoundly encouraging testimony of God's presence, purpose, and peace in the midst of unimaginable grief.Reach out to KB on Instagram and share your thoughts.
The housing market is flashing warning signs not seen since 2008, and Wall Street veteran Todd "Bubba" Horwitz is sounding the alarm. With 45+ years of experience as an original S&P pit trader, Bubba joins Daniela to deliver a blunt reality check on the economy, the Fed, and where smart money is moving right now.
On today's episode, Editor in Chief Sarah Wheeler talks with Lead Analyst Logan Mohtashami about who the market is paying attention to at the Fed, and what that means for mortgage rates. Related to this episode: Fed hawks are on the war path, sending mortgage rates higher HousingWire | YouTube HousingWire AI Summit – August 11 HousingWire Mortgage Banking Summit – October 1 More info about HousingWire The Top 5: Fed hawks are on the war path, sending mortgage rates higher Chris Gallo enters guilty plea in federal mortgage fraud case How Compass used technology to chart its course to the top ICE posts strongest quarter for mortgage tech since 2022 NEXA's Mike Kortas criticizes loanDepot, pitches LOs to switch companies amid ongoing lawsuit 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.
Non-QM lenders see opportunity in stricter condominium underwriting standards introduced by the FHFA, while broader markets continue to underscore the premium value of timely information, highlighted by reports of potential changes to the Fed's meeting schedule and the launch of a subscription service offering paying clients early access to market-moving Truth Social posts. Plus, Robbie interviews Aon's John Dickson on the evolution of disaster modeling and how it is impacting the mortgage industry from origination through the capital markets. And we close by examining Treasury and MBS market stability in the wake of last week's Federal Reserve meeting.Welcome to The Chrisman Commentary, your go-to daily mortgage news podcast, where industry insights meet expert analysis. Hosted by Robbie Chrisman, this podcast delivers the latest updates on mortgage rates, capital markets, and the forces shaping the housing finance landscape. Whether you're a seasoned professional or just looking to stay informed, you'll get clear, concise breakdowns of market trends and economic shifts that impact the mortgage world.Thank you to Figure. Figure is shaking up the lending world with their five-day HELOC, offering borrower approvals in as little as five minutes and funding in five days. Figure has hundreds of partners in the Banking, Credit Union, Home Improvement, and of course, IMB space embedding their technology.
From a massive balance sheet to the way the Fed communicates, Fed Chair's Kevin Warsh's new task forces will take a comprehensive look at U.S. monetary policy. Macroeconomist Joe Santos weighs in on the complicated work of reform now before the Fed.
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Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
On this Suze School, Suze goes over everything that happened in the economy in the last week. She reviews how the market responded to the Fed's rate announcement and why you should not have FOMO about some recent IPOs. Learn more about the Ultimate Scam Protection here: SuzeOrman.com Watch Suze’s YouTube Channel Jumpstart financial wellness for your employees: https://bit.ly/SecureSave Protect your financial future with the Must Have Docs: https://bit.ly/3Vq1V3G Help with the Must Have Docs: Email:support@musthavedocuments.zendesk.com Phone: 888-510-0510 Get your savings going with Alliant Credit Union: https://bit.ly/3rg0Yio Get Suze’s special offers for podcast listeners at suzeorman.com/offer Join Suze’s Women & Money Community for FREE and ASK SUZE your questions which may just end up on the podcast. Download the app by following one of these links: CLICK HERE FOR APPLE: https://apple.co/2KcAHbH CLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMISee omnystudio.com/listener for privacy information.
Aug 3, 2026 – Missing a single deadline can trigger a 25% tax penalty, and most retirees do not realize how many ways an RMD can quietly reshape their finances. Brendan McMurtrie sits down with Ryan Puplava to break down required minimum distributions under SECURE Act 2.0...
On this episode of our new market wrap show Last Call, we examine the hidden rotation beneath calm stock market indexes, including sharp AI and semiconductor volatility, small-cap strength, forced fund liquidations, higher rates and changing Federal Reserve guidance. Jack Forehand and Matt Zeigler are joined by Jim Paulsen, Ben Hunt, Brent Kochuba, Cameron Dawson and Dave Nadig to discuss stock market correction risk, the economics of the AI data center buildout, options flows, market leverage, regulation and what could drive volatility next.Follow Last Call on SpotifyFollow Last Call on Apple PodcastsTopics coveredWhy market indexes can hide sharp rotation, dispersion and volatility in semiconductors and high-beta technology stocksJim Paulsen's Policy Pain framework linking oil, Treasury yields, dollar strength and lagged effects on stocks, bonds and economic growthWhy technology stocks could enter a bear market while old-economy sectors, small caps and value stocks hold upBen Hunt's World War AI thesis comparing the AI infrastructure buildout with inflation-adjusted World War II spendingHow hyperscalers, equity issuance, private credit and government financing could crowd out consumers and businessesWhy data centers could consume nearly one quarter of U.S. electricity and lead to higher prices, rationing and government interventionWhat the Situational Awareness fund liquidation and Citadel portfolio transaction reveal about forced market flowsHow options correlations and narrow market breadth can separate a technical rebound from a fundamental AI bottomRisks from speculative retail investments, weakened regulators, leverage and cyclical semiconductor profit marginsWhy reduced Fed forward guidance could create surprise policy decisions and greater algorithmic market volatilityTimestamps00:00 Market rotation and AI volatility beneath the indexes04:07 Jim Paulsen on Policy Pain and market vulnerability09:23 Why tightening hurts stocks before helping bonds14:23 Tech bear market risk and a possible leadership shift18:23 Ben Hunt on World War AI, private credit and systemic risk26:00 Data center electricity demand and the energy constraint31:29 Brent Kochuba on the Situational Awareness liquidation36:00 The forced buying behind the AI stock rebound40:00 Why the liquidation bounce may not signal an AI bottom44:00 How forced flows distort fundamental market narratives48:00 Retail investing pitches, liquidity and cycle FOMO52:00 Deregulation by destaffing at the SEC and CFTC56:00 Semiconductor operating leverage and fragile S&P 500 margins01:00:07 Jack's grievance with the YouTube algorithm01:04:29 What happens when the Fed stops giving forward guidance01:08:34 How markets could react to a surprise Fed decisionLearn more about the Excess Returns podcast network:https://excessreturns.coNo information discussed in this podcast should be construed as investment advice. Securities discussed may be held by the hosts and guests, their firms or their clients.
On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Sash Tusa of Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss an up week on Wall Street and rising energy prices in the wake of wider conflict in the Middle East; higher Treasury yields in the wake of Federal Reserve Chairman Kevin Warsh's communication stumble on explaining Fed's decision to keep interest rates steady; President Trump call to suspend further Iran strikes pending a quick deal to end the war; despite an uncertain budget future, the Pentagon awarded Lockheed Martin a $58 billion contract for PAC 3 missiles that will also flow to companies like RTX and General Dynamics and HII $76.6 billion in contracts for nine Virginia-class attack subs and four Columbia-class ballistic missile subs; Washington and Tokyo worked together to prop up the yen, with Treasury Secretary Scott Bessent asking the New York Federal Reserve Bank to sell euros to buy yen; Britain's Burnham government will release its budget on Oct. 28 that will include a $32 billion buffer as British bond yields near their post-2008 high after Washington and Jerusalem started their war on Iran; EasyJet says it's got a 5.7 billion pound or $7.7 billion offer from Apollo Global Management; and Airbus, AerCap, Boeing, Bombardier, General Dynamics, Hexcel, HII, Leonardo and Leonardo DRS, Melrose, Safran, and Textron report earnings.
Het is een beetje een saai, ouderwets en gedateerd techbedrijf, maar tóch moet je erop letten, zegt onze gast, Jos Versteeg van InsingerGillisen. Infineon! Een Duits techbedrijf, volgens Jos in de verste verte niet vergelijkbaar met bijvoorbeeld TSMC, daar is de techniek te oud voor. Tóch vindt hij de cijfers interessant, omdat ze chips leveren voor datacenters. Daar hoopt hij meer over te horen. We kijken vooruit op de cijfers, en ook een klein beetje op die van AMD. In Beurs in Zicht stomen we je klaar voor de beursweek die je tegemoet gaat. Want soms zie je door de beursbomen het beursbos niet meer. Dat is verleden tijd! Iedere week vertelt een vriend van de show waar jouw focus moet liggen. Te gast: Jos Versteeg van InsingerGillisen BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie.See omnystudio.com/listener for privacy information.
For our Week in Review, Dave Spano and Dr. Brian Jacobsen will break down a rate pause from the Fed, AI producing both big winners and notable losers, and consumers continue to send mixed signals about the economy. They'll also discuss oil prices and earnings season results. Microsoft and Amazon proved AI spending can pay off, while Meta and Apple reminded investors that growth still has to meet expectations. Plus, segments on smarter money habits and when retirement planning should actually start.
Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down the Leopold Aschenbrenner hedge fund unwind, the market crashes in South Korea and Japan, Kevin Warsh and the Fed's next move, and the case for compute scarcity as AI demand outpaces supply. We also discuss tokenization and why bitcoin remains the ultimate hedge and store of value in a world being reshaped by AI.======================Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you're rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ======================Figure's $160k Community Appreciation (https://www.figure.com/crypto-community-appreciation/T&Cs (https://www.figure.com/crypto-community-appreciation/disclosures/) Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan, allowing you to borrow against your BTC, ETH, or SOL with 12-month terms, 8.91% interest rates, and no prepayment penalties. Or check out Democratized Prime (https://figuremarkets.co/pomp) and earn ~8.5% APY on real world assets.Unlock your crypto's potential today at Figure! https://figuremarkets.co/pomp Figure Lending LLC dba Figure (NMLS 1717824). Loans subject to approval. Crypto collateral may be liquidated. Terms apply - see full disclosures at http://figure.com/disclosures/======================0:00 - Intro0:48 - Leopold's fund unwind & lessons from past blowups 9:21 - Hedge fund leverage & how AI is reshaping market structure11:45 - Korea & Japan's market collapse13:56 - AI will destroy all public companies?15:20 - The bull case for hyperscalers & compute scarcity27:44 - Why bitcoin is the best hedge fund ever29:12 - Kevin Warsh & the Fed33:48 - Does this help Wall Street or Main Street?36:47- Advice for a 25-year-old starting their career today41:18 - Bitcoin & the rest of crypto industry48:52 - Migration, digital money & the breakdown of borders57:56 - What Jordi is covering in his next video
In this episode of The Canadian Macro Investor Podcast, Simon and Dan break down the latest Fed decision and why the bond market may be starting to challenge Kevin Warsh’s inflation message. They discuss the split reaction across the yield curve, with short-term yields moving differently than longer-term yields, and what that could mean for inflation, recession risk and future rate hikes. They also look at Canada’s population data problem and why undercounting temporary residents could distort unemployment, mortgage delinquency trends and the broader read on the Canadian economy. From there, they dig into big tech earnings, including Microsoft and Meta, and why investors are paying closer attention to AI capex, free cash flow, depreciation, and credit default swaps across the hyperscalers. They also discuss Anthropic, open-weight AI models, data privacy concerns, tariffs, copper demand, and what the AI infrastructure build-out could mean for energy and markets. Tickers discussed: MSFT, META, GOOG, GOOGL, AMZN, NVDA, ORCL, AAPL, SKM Watch the full video on Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.
(00:00) Sigla iniziale(00:44) Trump sempre più stretto a Hormuz(08:53) Un parolaio alla Fed?(29:11) Tempi duri per i miliardari cinesi(40:35) Il pozzo di Tajani e i risparmi degli italiani(56:22) Attori di strada e pompe di benzina(01:07:15) La sindrome italiana sbarca in GiapponeDiventa un supporter di questo podcast: https://www.spreaker.com/podcast/phastidio-podcast--4672101/support.Fatti e notizie che hanno attirato l'attenzione del vostro TitolareOra disponibile: "Paziente Zero: come la sindrome italiana ha contagiato l'Europa (e l'Occidente)"Volete donare a questo podcast? Ora potete!
In this Weekend Show on The KE Report, Shad and I set the stage with a KER QuickTake on commodity movements, central bank policy, and precious metals price action following recent Fed developments. We then feature Rick Bensignor to provide a technical breakdown of gold, silver, copper, and crude oil, alongside actionable insights into equity sector rotations and key price levels for investors. Segment 1 & 2 - A replay of our KER Market QuickTake, posted Wednesday. We review the commodities market on the KER Market Quick Take, discussing key trends in precious metals, copper, oil, and critical minerals. We highlight how elevated interest rates, a strengthening US dollar, and geopolitical tensions in the Middle East continue to weigh on the metals and mining equities amid the traditional summer doldrums. Segment 3 & 4 - Rick Bensignor, President of Bensignor Investment Strategies, wraps up the show by analyzing technical market trends across metals, energy, and U.S. equities. Rick breaks down key support and resistance levels for gold, copper, and oil while evaluating market breadth and the ongoing sector rotation from tech into value sectors like healthcare and financials. Click here to visit the In The Know Trader website - https://intheknowtrader.com/ If you enjoy the show, be sure to subscribe to our podcast feed (KER Podcast), YouTube channel, and follow us on X for more market commentary and company interviews. Don't forget to subscribe and leave us a review! ----------------------- For more market commentary & interview summaries, subscribe to our Substacks: 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 or investment product. Investing in equities, commodities, really everything 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.
Amazon's autonomous vehicle company, Zoox, can now roll out 2,500 of its vehicles annually in the next two years. Are more robotic cars coming, or will there be more speed bumps? But first, we'll look at the market impact of the Fed's decision to keep interest rates steady in our Weekly Wrap. Plus, the effect of rising health insurance costs for employers, a retiree returning to the workforce for a family business, and a look at how Boulder, Colorado is making room for the Sundance Film Festival.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:Weekly Wrap: Kevin Warsh's dilemma on interest ratesRising health insurance costs may take a bite out of your paycheckLeaving retirement for a new family businessAmazon's self-driving Zoox taxis are about to hit the roadsWhen a legendary film festival comes to Colorado, will homeowners open their doors?
The conversation focused on a rapidly changing and turbulent global landscape, with a particular emphasis on recent events in Spain following controversial immigration policies and a dramatic influx of migrants. The discussion explored escalating tensions in the Middle East, including Saudi Arabia's direct engagement with the Houthis in Yemen, and examined complex geopolitical conspiracies surrounding these developments.A key theme that emerged was the destabilization of regions through demographic shifts, clashes of culture, and the potential influence of external actors like Israel and the US. The episode also delved into the state of the US economy, the Fed's latest moves, and global financial instability, as well as insights on the future of entertainment with EA going private.Several points were raised, including the enduring impact of religious extremism, the evolution of Western and Islamic societies, accountability in public health leadership, and the unintended consequences of government intervention in technology sectors. Throughout, the discussion emphasized the dangers of jumping to conclusions and the importance of critically assessing rapidly unfolding narratives in an era defined by uncertainty and change.Quince: Free shipping and 365-day returns at https://quince.com/impactpodWhatnot: Download the Whatnot app today and get free shipping on your first order.Monarch Money: Start your free trial and get 50% off your first year of total money clarity at https://monarchmoney.yt.link/QxOLEVx or code TB50 for 50% Off Monarch Core tier.ATT Business: Switch to AT&T Business at business.att.comKetone IQ: Visit https://ketone.com/IMPACT for 30% OFF your subscription orderShopify: Sign up for your one-dollar-per-month trial period at https://shopify.com/impactSurfshark: Go to https://surfshark.com/bilyeu or use code BILYEU at checkout to get 4 extra months of Surfshark! ITU: Ready to break through your biggest business bottleneck? Apply to work with me 1:1 - https://impacttheory.co/SCALESign up for my AI Masterclass: https://tombilyeu.com/ai-masterclass?utm_campaign=TBS-Livestream&utm_source=youtube&utm_medium=socialSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Farnoosh recaps a webinar on navigating money conversations with loved ones, then dives into the week's financial news: the Fed holding rates steady, what Apple and Microsoft earnings mean for your index funds, and a landlord's "work from home fee." Then, she tackles two big listener questions: how to find and pay for a financial planner (flat fee vs. retainer vs. AUM, and what "fee-only" really means), and why a perfect credit score doesn't guarantee you the lowest mortgage rate. Learn more about Farnoosh's upcoming literary workshop Book to Brand. Early bird registration is now open! Hosted on Acast. See acast.com/privacy for more information.
Amazon's autonomous vehicle company, Zoox, can now roll out 2,500 of its vehicles annually in the next two years. Are more robotic cars coming, or will there be more speed bumps? But first, we'll look at the market impact of the Fed's decision to keep interest rates steady in our Weekly Wrap. Plus, the effect of rising health insurance costs for employers, a retiree returning to the workforce for a family business, and a look at how Boulder, Colorado is making room for the Sundance Film Festival.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:Weekly Wrap: Kevin Warsh's dilemma on interest ratesRising health insurance costs may take a bite out of your paycheckLeaving retirement for a new family businessAmazon's self-driving Zoox taxis are about to hit the roadsWhen a legendary film festival comes to Colorado, will homeowners open their doors?
Discover the latest economic update. Second-quarter GDP grew at a slower-than-expected annual rate of 1.5%, but much of the weakness came from temporary factors like lower inventories and reduced government spending rather than a broad slowdown in the private economy. Consumer spending remained strong, inflation continued to ease on a monthly basis, and private-sector demand was robust. While the Federal Reserve is still waiting for inflation to move closer to its 2% target before cutting rates, the underlying economic picture remains healthier than the headline GDP number suggests. Key Takeaways GDP grew 1.5% in the second quarter, below expectations. Consumer spending accelerated to 2.1%, showing continued economic resilience. Final sales to private domestic purchasers rose a strong 3.9%, highlighting solid underlying demand. Core PCE inflation eased to 0.1% for the month but remains 3.3% year-over-year, above the Fed's target. The Fed is likely to remain patient on interest rates until inflation shows more sustained improvement. The personal savings rate fell to 2.7%, its lowest level in four years, suggesting consumers are relying more on savings to maintain spending. Are you on track for financial freedom...or not? Financial freedom is a combination of money, compounding and time (my McT Formula). How well you invest can make the biggest difference to your financial freedom and lifestyle. If you invested well for the long-term, what a difference it would make because the difference between investing $100k and earning 5 percent or 10 percent on your money over 30 years, is the difference between it growing to $432,194 or $1,744,940, an increase of over $1.3 million dollars. Your compounding rate, and how well you invest, matters! INVESTING IS WHAT THE BE WEALTHY & SMART VIP EXPERIENCE IS ALL ABOUT - Invest in digital assets and stock ETFs for potential high compounding rates - Receive an Asset Allocation model with ticker symbols and what % to invest -Monthly LIVE investment webinars with Linda 10 months per year, with Q & A -Private VIP Facebook group with daily community interaction -Weekly investment commentary -Extra educational wealth classes available -Pay once, have lifetime access! NO recurring membership fees. -US and foreign investors are welcome -No minimum $ amount to invest -Tech Team available for digital assets (for hire per hour) For a limited time, enjoy a 50% savings on my private investing group, the Be Wealthy & Smart VIP Experience. Pay once and enjoy lifetime access without any additional recurring fees. Pay once and you're done! Invest with our successful community for years to come. Enter "SAVE50" to save 50% here: http://tinyurl.com/InvestingVIP Or set up a complimentary conversation to answer your questions about the Be Wealthy & Smart VIP Experience. Request an appointment to talk with Linda here: https://tinyurl.com/TalkWithLinda (yes, you talk to Linda!). SUBSCRIBE TO BE WEALTHY & SMART Click Here to Subscribe Via iTunes Click Here to Subscribe Via Stitcher on an Android Device Click Here to Subscribe Via RSS Feed LINDA'S WEALTH BOOKS 1. Get my book, "3 Steps to Quantum Wealth: The Wealth Heiress' Guide to Financial Freedom by Investing in Cryptocurrencies". 2. Get my book, "You're Already a Wealth Heiress, Now Think and Act Like One: 6 Practical Steps to Make It a Reality Now!" Men love it too! After all, you are Wealth Heirs. :) International buyers (if you live outside of the US) get my book here. WANT MORE FROM LINDA? Check out her programs. Join her on Instagram. WEALTH LIBRARY OF PODCASTS Listen to the full wealth library of podcasts from the beginning. SPECIAL DEALS #Ad Apply for a Gemini credit card and get FREE XRP back (or any crypto you choose) when you use the card. Charge $3000 in first 90 days and earn $200 in crypto rewards when you use this link to apply and are approved: https://tinyurl.com/geminixrp This is a credit card, NOT a debit card. There are great rewards. Set your choice to EARN FREE XRP! #Ad Protect yourself online with a Virtual Private Network (VPN). Get 3 MONTHS FREE when you sign up for a NORD VPN plan here. #Ad To safely and securely store crypto, I recommend using a Tangem wallet. Get a 10% discount when you purchase here. #Ad If you are looking to simplify your crypto tax reporting, use Koinly. It is highly recommended and so easy for tax reporting. You can save $20, click here. Be Wealthy & Smart,™ is a personal finance show with self-made millionaire Linda P. Jones, America's Wealth Mentor.™ Learn simple steps that make a big difference to your financial freedom. (This post contains affiliate links. If you click on a link and make a purchase, I may receive a commission. There is no additional cost to you.)
U.S. Treasurys popping to end the week as the 2 Year hits a near two-decade high and the 10 Year reaches highs not seen since January 2025. The traders break down the reason behind the surge and if this could affect the next Fed rate decision. Then, Novo Nordisk tumbling after a heart medicine trial failure. Mizuho securities healthcare sector specialist Jared Holz lays out how the company can coarse correct, and what this means for the broader pharmaceutical space. Plus, Amazon surging 15% on the back of its earnings while Exxon loses steam, and counting down to SpaceX's earnings report as the aerospace giant trades well below its IPO price. 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.
Today's Post - https://bahnsen.co/4wwsHI5 David Bahnsen reviews this week's Fed meeting, noting some credible forecasts expected a surprise 25–50 bp hike, though the Fed ultimately held. He argues the Fed's rationale was unusually direct: financial conditions tightened without a hike as yields rose across the curve, and further tightening should prioritize stopping balance-sheet expansion after $200–$250B of added assets this year. Bahnsen contrasts camps calling for hikes because inflation has stayed above 2% with those citing falling TIPS-implied inflation expectations near 2%, while emphasizing Warsh's market-focused approach and opposition to investors “gaming” Fed guidance (“play the ball, not the referee”). Warsh rejects a Phillips-curve tradeoff, saying price stability and full employment are not in conflict and inflation harms labor markets. Bahnsen expects falling hike odds and is skeptical rates rise this year, viewing Warsh as reform-minded but incremental, independent from President Trump despite citing tariffs and oil-driven supply shocks. 00:00 Welcome and Setup 00:36 Why This Fed Meeting 03:36 Case for Rate Hike 05:12 Fed Transparency Shift 08:22 Markets Tightened Already 10:21 Balance Sheet First 14:11 Warsh Philosophy Shift 16:50 Hike Odds and Outlook 17:55 Independence and Politics 20:47 Closing Takeaways 22:44 Sign Off and Weekend Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Jul 31, 2026 – This week showed that earnings can overpower macroeconomic pressure when companies provide hard evidence that spending is producing revenue, backlog, and adoption. Microsoft and Amazon revived the AI trade through rapid cloud growth and clearer monetization,
Jul 31, 2026 – Jim Puplava argues that precious metals are near the end of a cyclical cooldown and consolidation. He attributes the correction to rising rates, a strong dollar, and leveraged paper-market shakeouts. Longer term, he sees intensifying tailwinds...
Jul 30, 2026 – Is the stock market flashing warning signs even as analysts predict record earnings? Veteran market technician Tom McClellan joins Jim Puplava to explain why extreme optimism often signals a top, why valuations relative to money supply...
Jul 30, 2026 – When an OpenAI frontier model broke out of its sandbox and hacked Hugging Face on its own, it forced a hard question: how do we govern AI that's both ubiquitous and powerful? Policy powerhouse Bruce Mehlman unpacks...
Andrew and Rudyard open the show by examining the competing priorities confronting Prime Minister Carney's government. On one hand is the immediate geopolitical imperative: reducing Canada's dependence on a U.S. trading partner that President Trump has shown a willingness to weaponize, making export diversification an urgent national priority. On the other is the growing threat of climate change, underscored by devastating wildfires in Canada and across Europe. Carney appears to have concluded that geopolitical security must come first, pushing climate policy down the agenda. But can he do so without alienating a significant portion of the Liberal coalition, for whom climate action remains a defining issue? In the second half of the show, Andrew and Rudyard turn to new U.S. Federal Reserve Chair Kevin Warsh's first significant decision: keeping interest rates unchanged for a seventh consecutive month. Markets reacted sharply, with investors selling off 30-year Treasury bonds and pushing yields to a 19-year high. While former Fed Chair Jerome Powell won praise for defending the Fed's independence in the face of pressure from President Trump, Warsh's decision has reinforced critics' fears that he is too closely aligned with the White House. Has the Federal Reserve begun to sacrifice its independence—or is Wall Street overreacting?Become a Munk Donor ($50 annually) to get 72-hour advanced access to the full length editions of Friday Focus and Munk Dialogues. Go to www.munkdebates.com to sign up. Hosted on Acast. See acast.com/privacy for more information.
Gerontologist, Dr. Kerry Burnight, is sparking a global revolution to make older better. Fed up with the fear-driven, anti-aging hysteria, millions of people turn to “Dr. Kerry” for her proven approach to navigating longevity. Her New York Times best-selling book, Joyspan: The Art and Science of Thriving in Life's Second Half is for anyone who is aging - and we are ALL aging.Dr. Burnight taught Geriatric Medicine and Gerontology for 18 years at the University of California, Irvine School of Medicine. Burnight's work has been featured in The New York Times, CBS Mornings, The Guardian, Oprah Daily, BBC News, and Forbes Health.https://www.seniorcareauthority.com/resources/boomers-today/
The economy and markets can feel dizzying and ever changing. That's where we can help. Fisher Investments' “This Week in Review” is a weekly segment designed to highlight a few things you may have missed this week, what they could mean for financial markets and why they matter to investors like you. This week, Fisher Investments reviews: • The Fed's recent interest rate decision • US first estimate for Q2 2026 GDP growth • The eurozone's first estimate for Q2 2026 GDP growth Below are the sources for all data cited in today's show: 1. Source: Trading Economics, as of 7/30/2026. United States Fed Funds interest rate, 7/29/2026. 2. Source: Bureau of Economic Analysis, as of 7/31/2026. US GDP growth, annualized, Q1 2026 – Q2 2026. 3. Source: U.S. Bureau of Labor Statistics, as of 7/31/2026. Y/y US Headline and Core CPI Inflation, January 2026 – June 2026. 4. Source: FactSet, Finaeon, Inc., as of 7/31/2026. S&P 500 Total Return Index annual returns categorized by US real GDP annual percent changes of the following year, yearly, 1970 – 2025. 5. Source: Eurostat, as of 7/31/2026. Euro area GDP growth, annualized, Q1 2026 – Q2 2026. 6. Source: Eurostat, as of 7/31/2026. Euro area y/y GDP growth, by country, Q1 2026 – Q2 2026. 7. Source: Trading Economics, as of 7/30/2026. Eurozone Headline HICP Inflation, January 2026 – June 2026. 8. Source: FactSet, Macrobond, as of 7/30/2026. GDP-weighted developed markets excluding US government bond yield spreads (10Y – 3M), daily, 1/1/2025 – 7/16/2026, eurozone y/y loan growth, monthly, 6/30/2023 – 5/31/2026. Want to dig deeper? • Ken on why the Fed shouldn't rush to hike rates: https://tinyurl.com/ykdedvcz • What you need to know about GDP and why it's important: https://www.youtube.com/watch?v=mm4iOcLX62M Have feedback for this Fisher Investments video? Share your thoughts on this episode in just 1 minute by filling out this survey: https://fi.co1.qualtrics.com/jfe/form/SV_6Vw1ezlogR044S2?VideoCode=WeekInReview31July2026 Connect with Fisher Investments on: • Facebook - https://www.facebook.com/FisherInvestments • X - https://twitter.com/fisherinvest • LinkedIn - https://www.linkedin.com/company/fisher-investments • Instagram - https://www.instagram.com/fisher.investments/ • TikTok - https://www.tiktok.com/@fisher_investments You can also follow Ken Fisher here: • Facebook - https://www.facebook.com/KenFisher.FisherInvestments • X - https://twitter.com/KennethLFisher • LinkedIn - https://www.linkedin.com/in/ken-fisher/ • Instagram - https://www.instagram.com/kenfisher_fisherinvestments/ Investing in securities involves a risk of loss. Past performance is never a guarantee of future returns. Investing in foreign stock markets involves additional risks, such as the risk of currency fluctuations. The foregoing constitutes the general views of Fisher Investments and should not be regarded as personalized investment advice. Nothing herein is intended to be a recommendation. The opinions expressed are subject to change without notice.
Boucher fills in for Dutt, hosting an especially off-script edition of RenMac Off-Script, covering the biggest earnings and macro week of the summer, headlined by Kevin Warsh's dovish Fed hold. Neil Dutta argues the move reeks of a credibility problem that leaves the chair looking weak, with the long end selling off and a September hike increasingly likely as inflation—not growth—owns the Fed's reaction function. Jeff deGraaf puts a face on the momentum crash through the blow-up and rescue of Leopold's levered semis-versus-software trade, calling it a clearing event rather than the all-clear. The team also digs into rising global yields, energy's quiet leadership, tightening credit conditions, and Steve Pavlick's read on reconciliation, the debt limit, and the odds on the Clarity Act.
The big things you need to know:First, valuation opportunity is opening up in the US equity market from a variety of perspectives.Second, in the aftermath of Wednesday's Fed meeting, we highlight how the stock market tends to experience choppy performance in the first few months under a new Fed Chair.Third, other things that jump out in our updates this week include the return of high EPS quality outperformance as a factor in both the S&P 500 and Russell 2000, the modest uptick in stock market optimism in the Conference Board consumer survey that was out this week, and what we're watching on the midterms (which we continue to see as a risk factor in the months ahead).Fourth, we've gone through our monthly refresh of the models that feed into our 12-month S&P 500 price target and are sticking with our 8,150 forecast, though we continue to believe that the path for stocks will not be a linear one.
Standing up a reverse mortgage division can't be that hard, can it? We go through some of the mechanics. Plus, Robbie interviews CATO Institute's Jai Kedia on if the Fed's policy stance is getting closer to its target, and the future of the centralbank under Chair Warsh. And we close with why the 30-year U.S. bond hit a 19-year high in the wake of the Federal Reserve's most recent meeting.Sponsored by Experian Verify, which provides mortgage lenders with automated income, employment, identity, and asset verification solutions that help accelerate underwriting while reducing fraud risk and manual documentation.The Chrisman Commentary is your go-to daily mortgage news podcast, where industry insights meet expert analysis. Hosted by Robbie Chrisman, this podcast delivers the latest updates on mortgage rates, capital markets, and the forces shaping the housing finance landscape. Whether you're a seasoned professional or just looking to stay informed, you'll get clear, concise breakdowns of market trends and economic shifts that impact the mortgage world.
The Volatility Nomad returns! On this episode of Volatility Views, Mark Longo and Dr. Russell Rhoads welcome back Michael Listman, aka UVXY Trader, who joins the show from the UK after months of trading his way across Europe. The crew breaks down another wild week for the volatility markets, including the brief VIX spike above 20, the post-Fed volatility collapse, a surprisingly subdued VIX futures curve, and whether the market is becoming a little too comfortable heading into the fall. Michael also takes us inside life as a traveling volatility trader and explains how being a "volatility nomad" has changed his approach to risk and position management. We dig into his current strategies involving UVXY, SVIX and VXX, seasonality in volatility ETPs, longer-dated positions, pair trades, short straddles and more. Plus, we examine the latest unusual VIX options activity, including some truly extreme upside strikes, revisit Russell's Microsoft earnings trade, and peer into the Crystal Ball for where VIX could be headed next.
Christian Chan, chief investment officer at AssetMark, says that the overall macroeconomic environment is okay — growing above trend but not at exciting levels — but inflation is worrisome, which should have investors looking elsewhere for diversification and protection. The protection side is because he feels fixed-income investments are not as effective at diversifying risk in an inflationary environment. As a result, he is looking at adding precious metals to portfolios, but he also says increasing international exposure and moving from technology and moving toward energy and consumer-driven sectors should smooth out the ride in a volatile market. In the Talking Technicals segment, Jason Brown of The Brown Report, says he remains bullish in the long-term, but he is bearish for the short term because he wonders "What remains that can take us higher?" Brown, who hosts the "Money, Markets and Mindset" podcast says while there are some positive signs keeping the market stable, "We might be due for a re-set." Factoring in inflation, oil prices, a divided Fed on rate policy and other economic danger signs, he expects the stock market to be trapped in a range, and potentially rolling over. Scott Caraher, head of senior loans at Nuveen, says that the higher-for-longer interest rate environment has created "one of the most interesting and dynamic times" he has seen for senior loans in his 25-year career. Caraher, who manages Nuveen Floating Rate Income in both its closed-end and open-end forms, says that because senior loans don't face interest-rate risk, they are a powerful play in a market where Federal Reserve policy on rate direction is uncertain, noting that it's possible to create strong portfolios yielding about 7 percent, which he called "incredibly attractive ... on both an absolute and relative basis."
This week on Fed Watch, ITR Economist and Speaker Connor Lokar breaks down the Federal Reserve's decision to hold interest rates steady and why Chairman Kevin Warsh says it's time for markets to "play the ball, not the referee." As businesses continue navigating inflation uncertainty, slowing economic growth, and pressure on consumers, what should leaders actually be paying attention to? Connor explains why the Fed is stepping back from forward guidance, what recent GDP data signals about the economy, and what to watch as we head into the fall. Are markets focused on the right signals, or are they paying too much attention to every word from the Fed?
Since 2020, the cost of groceries has risen 26%. But contrary to what you might think, cash-strapped consumers aren't necessarily staying away from pricier options. In this episode, why Americans are doubling down on organic — even as the cost of their overall grocery haul rises. Plus: Why more customers are choosing chargebacks, what economists predict about inflation two years from now, and how a Maine nonprofit is bringing lobstering to the next generation.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 doesn't have an inflation crystal ball, but it does have "sticky-price CPI"In spite of price hike fatigue, consumers are still snapping up organic foodsCredit card chargebacks are on the rise — part of the reason is fraudMultiple wars drive up the price of diesel"Never would have expected to be here": Young Mainers consider the lobster
The Fed talked tough and did nothing. The 30-year hit a 20-year high. The Dow fell 1,100 points. Gold was the only thing left standing.Tonight's episode is sponsored by Rockwell Automation. Download their 11th Annual State of Smart Manufacturing Report at https://rok.auto/sosmTonight's episode is also sponsored by Ethos. Protect your family with life insurance from Ethos. Get up to $3 million in coverage in as little as 10 minutes at https://ethos.com/gold. Application times may vary. Rates may vary.The Federal Reserve left rates unchanged at 3.5% to 3.75%, exactly where they were before Kevin Warsh took over, despite a 30% market-priced chance of a hike and three FOMC members dissenting in favor of one. Peter Schiff breaks down a press conference where Warsh declared "no tolerance" for inflation above 2% while doing nothing about it, hiding behind the excuse that the Fed "doesn't have a magic wand." Nobody asked for magic, just for the Fed to use the tools it actually has: higher rates, a smaller balance sheet, slower money supply growth. Warsh delivered none of them, and Schiff argues he made the same choice as his predecessors. Inflation is a choice, and the Fed chose it again.The markets rendered their verdict immediately. The 30-year Treasury yield hit 5.22%, its highest in roughly 20 years, the Dow fell 2.2% or about 1,100 points to close on the lows, and the Nasdaq 100 is now down over 3% on the week as the air keeps coming out of the AI bubble, with Meta down 10% after missing earnings and SanDisk off 30% in three days. Gold told the real story: it closed up $40 at 4,070 and never broke 4,000, because rising yields driven by a loss of confidence in the Fed are bullish for gold, not bearish. Schiff calls gold the last safe haven standing. He also covers consumer confidence at a five-year low, a $101.5 billion June trade deficit proving the tariffs accomplished nothing, and why Mamdani's government-run grocery stores will empty shelves, bankrupt private grocers in the poorest neighborhoods, and recreate Soviet bread lines in New York City.Chapters:00:00 Debt Bubble Reality00:37 Fed Holds Rates Steady03:34 Two Percent Target Doubts16:05 Q&A Exposes Inaction27:38 Markets React Bonds Stocks Gold31:45 Yields and Gold Misread35:02 Gold Safe Haven Case37:40 Fed Fallout and Data43:12 NYC Government Grocers55:42 Capitalism and Wrap UpFollow @peterschiffX: https://twitter.com/peterschiffInstagram: https://instagram.com/peterschiffTikTok: https://tiktok.com/@peterschiffofficialFacebook: https://facebook.com/peterschiffOur Sponsors:* Check out Chilipad and use my code GOLD for a great deal: https://sleep.me* Check out Fast Growing Trees and use my code GOLD for a great deal: https://www.fast-growing-trees.com* Check out Plaud AI and use my code GOLD for a great deal: https://plaud.ai* Check out Quince and use my code quince.com/gold for a great deal: https://www.quince.com* Check out TruDiagnostic and use my code GOLD20 for a great deal: https://www.trudiagnostic.comPrivacy & Opt-Out: https://redcircle.com/privacy
Dr. Anthony Fauci refused to answer questions at a combative Senate hearing about the COVID-19 pandemic. The Wall Street Journal’s Liz Essley Whyte explains the tension behind the clash. The Democratic National Committee faces a cash shortage less than 100 days before the midterms. NOTUS’s Elena Schneider breaks down how Chair Ken Martin’s rocky tenure could complicate the party’s plans to flip Congress. FIFA President Gianni Infantino wants to sell shares in the World Cup to private investors, angering soccer’s biggest institutions. The Times of London’s Martyn Ziegler explains the plan and its ties to Trump’s circle. Plus, the Fed held rates steady in a divided vote, wildfires continue to burn across southern Europe, and why BTS won’t submit music for the 2027 Grammys. Today’s episode was hosted by Gideon Resnick.
#900: A divided Fed holds interest rates but three members wanted to hike it up. Meta shares dip after reporting an earnings miss as it keeps spending money on data centers. Microsoft beat expectations thanks to its partnership with Anthropic. Then, Neal shares numbers on the busiest commercial flight day on record, weed being more common than cigarettes, and why nobody is talking to each other anymore. Finally, NYC just released a short list of property owners subject to Mamdani's luxury tax on second homes. Got difficult questions? Head to https://www.claude.ai/mbd to answer them. Get tickets for our trivia tournament! https://caveat.nyc/events/the-morning-brew-trivia-tournament-2026-07-30 Grab tickets to our Performance Revue show! https://www.morningbrew.com/events/brew-performance-revue-2026?utm_campaign=performance_revue_2026&utm_source=mbd Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here: https://www.swap.fm/l/mbd-note Learn more about your ad choices. Visit megaphone.fm/adchoices
Darius Dale is the founder and CEO of 42 Macro. In this conversation, we break down what the Fed should do next, how money printing quietly erodes your purchasing power, Kevin Warsh's plan to reshape the Fed, what history says happens to economies as K-shaped as ours, and what gives Darius hope for the future. ====================Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you're rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ====================Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://www.uphold.com/pomp/ This video includes a paid sponsorship with Uphold. I'm compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.====================Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/pomp====================0:00 - Intro0:56 - What the Fed should do vs. what they will do7:19 - Dollar debasement: pricing assets in "units of dollars"11:29 - Kevin Warsh, ending forward guidance, & AI-driven disinflation18:29 - Red states vs. blue states: fixing the K-shaped economy26:53 - Explicit vs. implicit socialism & the Wealth Pump theory32:01 - What gives Darius hope for the future
Since 2020, the cost of groceries has risen 26%. But contrary to what you might think, cash-strapped consumers aren't necessarily staying away from pricier options. In this episode, why Americans are doubling down on organic — even as the cost of their overall grocery haul rises. Plus: Why more customers are choosing chargebacks, what economists predict about inflation two years from now, and how a Maine nonprofit is bringing lobstering to the next generation.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 doesn't have an inflation crystal ball, but it does have "sticky-price CPI"In spite of price hike fatigue, consumers are still snapping up organic foodsCredit card chargebacks are on the rise — part of the reason is fraudMultiple wars drive up the price of diesel"Never would have expected to be here": Young Mainers consider the lobster
You may have heard that a diamond is forever. Turns out, a diamond's value is not. Overall, global rough diamond prices are down 20% year over year and 40% from a decade ago. That's just for natural diamonds — not the increasingly popular lab-grown diamond category. And legendary diamond mining company De Beers announced it's suspending diamond production at its largest mine. We'll unpack. But first: why Fed officials are so confident about hitting their inflationary target.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace Morning Report 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.Stories featured in this episode:What's behind the diamond downturn?
Michael Howell joins TFTC to break down why the Fed is trapped by rising bond yields and surging nominal GDP, forcing a return to rate hikes despite market expectations. We dissect the AI capex bubble, Treasury's hidden debt monetization via bill issuance, and why global liquidity trends point to a crypto bottom by late 2026. Howell explains why Bitcoin outperforms gold as a monetary inflation hedge, how China's PBOC liquidity drives gold, and why $40 trillion national debt is just the beginning of a state-led capital war era. CrossBorder Capital on X: https://x.com/crossbordercap GLIndexes: https://www.glindexes.com/ Find the Home Mining Playbook here: https://www.tftc.io/home-mining-energy-playbook STACK SATS hat: https://tftcmerch.io/ Our newsletter: https://www.tftc.io/bitcoin-brief/ TFTC Elite (Ad-free & Discord): https://www.tftc.io/#/portal/signup/ Discord: https://discord.gg/yHGkvYxdqT Opportunity Cost Extension: https://www.opportunitycost.app/ Shoutout to our sponsors: Block: Cash App: For a limited time, new customers can get $21 added to their balance. Just use code TFTC10 when you sign up, and send at least $5 to a friend in the first two weeks. Terms apply. Bitcoin services by Block, Inc. See the Bitcoin disclosures at cash.app/legal/podcast. Square: Visit http://square.com/go/**tftc** for up to $200 off eligible Square hardware. Bitkey: Use code TFTC10 for 10% off the new Bitkey. Aven https://www.aven.com/bitcoin CrowdHealth https://www.joincrowdhealth.com/tftc Unchained https://unchained.com/tftc/ Salt of the Earth: https://drinksote.com/tftc Join the TFTC Movement: Main YT Channel https://www.youtube.com/c/TFTC21/videos Clips YT Channel https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ Website https://tftc.io/ Newsletter tftc.io/bitcoin-brief/ Twitter https://twitter.com/tftc21 Instagram https://www.instagram.com/tftc.io/ Nostr https://primal.net/tftc Follow Marty Bent: Twitter https://twitter.com/martybent Nostr https://primal.net/martybent Newsletter https://tftc.io/martys-bent/ Podcast https://www.tftc.io/tag/podcasts/ Disclosure: Bitcoin services are provided by Block, Inc. Bitcoin services are not licensable activity in all U.S. states and territories, and not all services are available in all states. Bitkey is not available in New York. Block, Inc. operates in New York as Block of Delaware and is licensed to engage in virtual currency business activity by the New York State Department of Financial Services. Bitcoin is a non-deposit, non-bank product that is not FDIC insured and involves risk, including monetary loss. For additional information, see the Bitcoin disclosures: https://help.cash.app/btcdisclosures Get up to $200 off Square hardware when you sign up at http://square.com/go/tftc**!** #squarepartner. Offer expires December 31, 2026 at 11:59 pm PST. Offer for $40 off the cost of one Square Stand, $75 off the cost of one Square Terminal, $100 off the cost of one Square Handheld, or $200 off the cost of one Square Register, excluding applicable taxes. Limited to one discount per product type per seller account. Each code is limited to one redemption per account holder. Valid for new Square customers located in the US only. Offer not valid with guest checkout. Square reserves the right to modify, revoke or cancel the offer at any time. Offer cannot be combined with any other coupon. Void where prohibited, not redeemable for cash, and non-transferable. #squarepartner #blockpartner
You may have heard that a diamond is forever. Turns out, a diamond's value is not. Overall, global rough diamond prices are down 20% year over year and 40% from a decade ago. That's just for natural diamonds — not the increasingly popular lab-grown diamond category. And legendary diamond mining company De Beers announced it's suspending diamond production at its largest mine. We'll unpack. But first: why Fed officials are so confident about hitting their inflationary target.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace Morning Report 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.Stories featured in this episode:What's behind the diamond downturn?