Podcasts about Fed

More cracks starting to form in the homebuilder trade, as those stocks continue to fall. The next move in the group, and what it will take to turn the housing trade around. Plus Alarm bells in the dollar trade, as a decade-low Fed custody holding raises de-dollarization concerns. The impact it could have on equities around the world.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.

Send us a textDay eight of the shutdown, no data, no scoreboard, just thunder over St Barts and my voice in the dark. The Philly Fed whispers life and the Fed's month-old minutes somehow steal the show: dovish, nervous, and oddly triumphant. I talk about Stephen Miran's population shocks: millions arriving, then vanishing, the beat that moves jobs and rents faster than the Fed can blink. I take you from Malta to Tokyo, from tariffs to the Kobayashi test, asking why America leads, Japan staggers, and everyone else watches the credits roll. It's macro as theatre, humour, and confession.Objective of Acid BreathTo turn every trading day into a human story. Memory, irony, and mischief in place of market jargon.Why listenBecause Acid Breath makes the world's madness sound like music and might even teach you how to dance with it.Support the show⬇️ Subscribe on Patreon or Substack for full episodes ⬇️https://www.patreon.com/HughHendryhttps://hughhendry.substack.comhttps://www.instagram.com/hughhendryofficialhttps://blancbleustbarts.comhttps://www.instagram.com/blancbleuofficial⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts!

Oct 9, 2025 – Gold and silver hit record highs—is this the end or just a pause before another surge? CPM Group's Jeff Christian joins Cris Sheridan to unpack what's driving the rally and whether more gains could be ahead for precious metals investors...

Once upon a time, American firms built with the long term in view, and the government did not try to hinder them. Today, thanks to reckless federal government spending, we are living hand-to-mouth, accumulating massive debts, and soon enough will be broke.Original article: https://mises.org/mises-wire/going-broke

Andy Constan returns to Excess Returns to break down today's macro environment using his Four-Pillar Framework — growth, inflation, risk premia, and flows. Drawing on lessons from his time at Bridgewater and Brevan Howard, Andy explains how he blends systematic and discretionary approaches to form a clearer picture of markets. He discusses the AI-driven CapEx boom, the economic effects of tariffs, Fed independence under Trump, and why the current setup could produce extreme outcomes in either direction.Topics covered:Systematic vs. discretionary macro investingAndy's Four-Pillar Framework: growth, inflation, risk premia, and flowsHow AI CapEx is driving growth — and what happens when it stopsTariffs, policy shifts, and their impact on inflation and growthThe Fed's independence and what it means for marketsRisk premia, volatility, and asset allocation in uncertain environmentsHow major flows and corporate buybacks shape market directionWhy Andy sees a “digital” macro environment with binary outcomesTimestamps:00:00 Intro and setup02:00 Systematic vs. discretionary macro investing14:00 The Four-Pillar Framework explained22:00 Growth outlook and AI-driven CapEx boom33:00 The real impact of tariffs on the economy39:00 Thinking in probabilities and constructing macro portfolios40:00 Fed independence and policy alignment47:00 Labor market dynamics and AI uncertainty48:30 Risk premia and asset allocation56:00 Flows, buybacks, and corporate debt01:00:00 What Andy's watching next01:06:00 Why macro outcomes have never been more digital

US equity futures are slightly higher. Asian equities advanced broadly, and European markets opened mostly softer. Market sentiment remained positive following a rebound in the AI sector, with Nvidia leading large-cap tech gains and continued momentum from recent M&A headlines. September FOMC minutes confirmed most policymakers favored holding rates steady, aligning with Chair Powell's recent hawkish tone. Traders continued to price in the Fed's risk-management stance amid mixed signals on inflation and labor market risks. Meanwhile, the 10-year Treasury auction tailed slightly, reflecting softer foreign demand.Companies Mentioned: NVIDIA, Blackstone, Civitas Resources, SM Energy

P.M. Edition for Oct. 8. Minutes from the September meeting of the Federal Reserve offered more details about divisions among the governors and how they are thinking about rate cuts for the rest of this year. But as WSJ chief economics correspondent Nick Timiraos tells us, the government shutdown could complicate the Fed's balancing act. Plus, as the country's top drugmakers are set to meet in early December, WSJ White House reporter Annie Linskey discusses how family members of President Trump and Commerce Secretary Howard Lutnick are poised to benefit from efforts to remake the industry. And advertisers, who spend tens of millions of dollars per year on digital ads, are pushing tech companies for more transparency around how those digital ads work. We hear from WSJ reporter Patrick Coffee about the proposal and why advertisers are asking for these standards. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this solo episode of Money Moves, Matty A. reflects on life, business, and investing as we head into Q4. From his personal journey of balancing family, entrepreneurship, and mental health to major market updates—from Fed rate cuts to the rise of gold and crypto—this conversation blends practical wealth-building insights with powerful life lessons.Matty dives into the implications of the government shutdown on economic data, why the U.S. dollar is showing cracks, and how investors are flocking to safe havens like gold and Bitcoin. He also highlights game-changing developments in tokenization, crypto adoption, and commercial real estate, plus shares an inspiring message on overcoming challenges and rising above negativity.If you're looking for both tactical market updates and motivating perspective on the climb to wealth and fulfillment, this episode has it all.What You'll Learn in This Episode[00:00] Matty's reflections on family, presence, and the “good old days”[04:49] Market updates: government shutdown, missing economic data, and Fed outlook[08:42] U.S. deficit concerns, interest rate cuts, and the state of the dollar[11:31] Gold hits record highs and crypto inflows surge[15:20] Tom Lee: Why Ethereum is the “new Wall Street”[22:01] Tokenization of real estate and new investment opportunities[24:05] Self-storage boom and hotel investment challenges[26:36] NAR's forecast: 5–8 rate cuts through 2026 and CRE impact[28:38] Inflation pain points: electricity, groceries, and cost of living[31:03] Why owning assets is the best hedge against uncertainty[33:09] The mental and emotional challenges of wealth-building[36:03] The eagle and crow story: rising above negativityEpisode Sponsored By:Discover Financial Millionaire Mindcast Shop: Buy the Rich Life Planner and Get the Wealth-Building Bundle for FREE! Visit: https://shop.millionairemindcast.com/CRE MASTERMIND: Visit myfirst50k.com and submit your application to join!FREE CRE Crash Course: Text “FREE” to 844-447-1555FREE Financial X-Ray: Text  "XRAY" to 844-447-1555

Ever wonder if Fed rate cuts actually make your mortgage rate go down? In this episode of The FasterFreedom Show, Sam and Lucas break down the real relationship between the Fed funds rate and what you pay on your mortgage. They unpack the three key forces that actually drive rates, where those forces stand right now, and whether more cuts could be coming in the next few quarters. You'll get their outlook on what to expect heading into 2026—and what moves smart investors should be making right now to stay ahead of the curve.Then, Lucas shares a story from his son's basketball game that perfectly captures what it means to face a tough opponent.Free Rental Investment Training: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://freerentalwebinar.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠FasterFreedom Capital Connection: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://fasterfreedomcapital.com

Blauvelt in Florida called Mark to ask him if Fed chair Jerome Powell will get in trouble for overspending the Federal Reserve's money? Al in Yonkers, NY, calls Mark to tell him that one of Fox News' legal analyst Gregg Jarrett's books is very informative. See omnystudio.com/listener for privacy information.

Blauvelt in Florida called Mark to ask him if Fed chair Jerome Powell will get in trouble for overspending the Federal Reserve's money? Al in Yonkers, NY, calls Mark to tell him that one of Fox News' legal analyst Gregg Jarrett's books is very informative.

Oct 7, 2025 – What powers our digital world? Journalist Guillaume Pitron reveals the hidden costs—rare metals, energy-guzzling data centers, and global supply chains—behind emails, AI, and streaming in The Dark Cloud. Listen and see tech differently...

Henrik Zeberg is the author of The Monetary House of Cards and head macro economist at SwissBlock. He talks the short/long term outlook on gold, the dollar, job losses, future of bitcoin, why the Fed is too late, and much more. PLEASE SUBSCRIBE LIKE AND SHARE THIS PODCAST!!!    Watch Show Rumble- https://rumble.com/v7010ga-the-next-crisis-bigger-than-2008-henrik-zeberg.html YouTube- https://youtu.be/YrDGq9OOad8   Follow Me X- https://x.com/CoffeeandaMike IG- https://www.instagram.com/coffeeandamike/ Facebook- https://www.facebook.com/CoffeeandaMike/ YouTube- https://www.youtube.com/@Coffeeandamike Rumble- https://rumble.com/search/all?q=coffee%20and%20a%20mike Substack- https://coffeeandamike.substack.com/ Apple Podcasts- https://podcasts.apple.com/us/podcast/coffee-and-a-mike/id1436799008 Gab- https://gab.com/CoffeeandaMike Locals- https://coffeeandamike.locals.com/ Website- www.coffeeandamike.com Email- info@coffeeandamike.com   Support My Work Venmo- https://www.venmo.com/u/coffeeandamike Paypal- https://www.paypal.com/biz/profile/Coffeeandamike Substack- https://coffeeandamike.substack.com/ Patreon- http://patreon.com/coffeeandamike Locals- https://coffeeandamike.locals.com/ Cash App- https://cash.app/$coffeeandamike Buy Me a Coffee- https://buymeacoffee.com/coffeeandamike Bitcoin- coffeeandamike@strike.me   Mail Check or Money Order- Coffee and a Mike LLC P.O. Box 25383 Scottsdale, AZ 85255-9998   Follow Henrik X- https://x.com/HenrikZeberg Substack- https://substack.com/@henrikzeberg Website- https://swissblock.net/products/sem   Sponsors Vaulted/Precious Metals- https://vaulted.blbvux.net/coffeeandamike McAlvany Precious Metals- https://mcalvany.com/coffeeandamike/

WestJet budget airline will charge passengers for reclining in their seats. Oldest and most haunted Las Vegas hotel will pay you $5k to hunt for ghosts. Fed up single woman buys a billboard to find her future husband. // Weird AF News is the only daily weird news podcast in the world. Weird news 5 days/week and on Friday it's only Floridaman. SUPPORT by joining the Weird AF News Patreon http://patreon.com/weirdafnews - OR buy Jonesy a coffee at http://buymeacoffee.com/funnyjones Buy MERCH: https://weirdafnews.merchmake.com/ - Check out the official website https://WeirdAFnews.com and FOLLOW host Jonesy at http://instagram.com/funnyjones - wants Jonesy to come perform standup comedy in your city? Fill out the form: https://docs.google.com/forms/d/e/1FAIpQLSfvYbm8Wgz3Oc2KSDg0-C6EtSlx369bvi7xdUpx_7UNGA_fIw/viewform

Discord Channel: https://discord.gg/pqKsMKp6SA The latest FOMC meeting minutes are out — and they're hinting at more optimism for rate cuts this year. But what does that really mean for traders and investors? On today's show, we'll break it all down and look at how this could reshape the markets heading into year-end. We'll also tackle a viewer question on why crypto remains a valid market despite volatility, analyze the Magnificent 7's roaring comeback, and dig into the latest setups from my trading portfolio. If you want to understand how Fed policy shifts ripple across stocks, bonds, and crypto, this episode is for you. #TraderMerlin #RateCuts #FOMC #FederalReserve #Magnificent7 #Crypto #StockMarket #Investing #TradingPodcast #FinancialMarkets   Contact TraderMerlin: Email – TraderMerlin@gmail.com Follow TraderMerlin: Twitter: TraderMerlin - https://twitter.com/TraderMerlin IG: TraderMerlin - https://www.instagram.com/tradermerlin/ FB: TraderMerlin  - https://www.facebook.com/TraderMerlin Live Daily Show:  - https://www.youtube.com/channel/UCczw6L9MSllTvWDK1fNlLrg Trading Applications used: -          Clik -          TradeStation -          Tradingview

Join Lance Roberts for a live open Q&A on markets, money, and investing. We'll cover what's on your mind—from market melt-ups and Fed policy to portfolio positioning and economic risks. No scripts, no fluff—just real talk and real answers about what's moving markets and shaping investor behavior. 0:19 - Markets are Absorbing Money 4:14 - Profit Taking in Bitcoin 9:15 - YouTube Poll - The #1 Thing on Your Mind About Markets 10:09 - How Do You Invest Right Now? 12:23 - Liquidity is King 18:05 - You WILL Mind a 5% Down Market 20:39 - #1 Concern - Liquidity in Markets 27:37 - The Problem w Markets is Narratives 29:34 - Economic Data Not Dramatically Changing 33:06 - The AI Story, Tesla Robots, & Productivity 35:48 - Employees Are Not Fun 39:32 - Coming Attractions - Daniel LaCalle Interview

In this episode, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, tackle the market implications of the ongoing government shutdown, the surge in gold prices, and what investors should expect from the Fed. They also dig into the booming AI investment cycle, shifting momentum across market caps, and why the labor market remains resilient even as hiring slows.Key TakeawaysGold Shines Bright:  Gold has remained on the rise, nearing $4,000 an ounce as central banks buy aggressively and inflation concerns persist.Shutdown, Not Slowdown:  Despite Washington gridlock, the S&P 500 keeps hitting record highs. Historically, markets shrug off shutdowns and focus on Fed policy instead.Rate Cuts Coming:  Fed futures signal multiple cuts starting this fall. Weak hiring but low layoffs point to a cooling, not collapsing, economy.AI Spending Surge:  OpenAI, NVIDIA, AMD, and others are driving a wave of capital investment, with AI-related spending now accounting for roughly 6% of U.S. GDP.Market Momentum Builds:  Strong seasonality, easing rates, and improving earnings expectations set the stage for a solid Q4, even as mid-caps lag under tariff pressure.Connect with Ryan: • LinkedIn: Ryan Detrick • X: @RyanDetrickConnect with Sonu: • LinkedIn: Sonu Varghese • X: @SonuVargheseQuestions about the show? We'd love to hear from you — factsvsfeelings@carsongroup.com#FactsVsFeelings #CarsonGroup #Gold #FederalReserve #AI #GovernmentShutdown #Investing #StockMarket #WealthManagement #EconomicOutlook #MarketInsights

¡Vótame en los Premios iVoox 2025! El oro acaba de superar los 4.000 dólares por onza por primera vez en la historia. Este incremento sostenido de los últimos dos años nos habla de muchas cosas, pero sobre todo de la preferencia de los inversores por activos seguros ante la incertidumbre que se ha adueñado de las principales economías. Desde 2023 el precio del oro ha crecido más del 50% dejando en nada las alzas registradas durante la pandemia y la crisis financiera de hace quince años. Todo lo más que podemos encontrar similar a esto fue el repunte que tuvo durante la segunda crisis del petróleo en 1979. A diferencia de la subida registrada durante la pandemia, que vino impulsada por la creación de dinero fiduciario y la consiguiente pérdida de valor de las monedas, el actual repunte no está ligado a una crisis de estas características. La inflación se ha moderado desde 2022, por lo que hay otros factores que entran en juego. Un elemento importante es la errática política económica de Donald Trump, cuya intención de reestructurar el comercio mundial y presionar a la Reserva Federal para reducir los tipos de interés ha generado nerviosismo en el mercado. Estas medidas amenazan la independencia de la Fed y contribuyen que muchos inversores se refugien en activos no vinculados al dólar. El repunte propiamente dicho comenzó hace tres años. En origen lo provocaron grandes compras de bancos centrales e inversores chinos. Desde el año pasado han sido los inversores occidentales los que han ido empujando el precio hacia arriba. Junto a eso, en el mes de agosto durante la conferencia de Jackson Hole, el presidente de la Fed, Jerome Powell, anunció que iría reduciendo los tipos de interés. Todo a pesar de que la inflación se mantiene por encima del objetivo que se había fijado el propio Powell. Esta decisión, junto a la amenaza de aranceles y un déficit público elevado, ha reforzado la demanda de oro. Los bancos centrales han comprado 415 toneladas de oro en el primer semestre de este año convirtiendo al oro en el segundo activo de reserva más importante después del dólar. Esta acumulación, junto con la fiebre de inversores particulares y el auge de las empresas mineras, ha disparado los precios. Algunos analistas piden calma y advierten de que el oro podría estar cerca de su máximo. Las rachas alcistas suelen ser muy peligrosas ya que vienen seguidas de correcciones muy duras. Aún así, muchos son los que prevén que la onza alcance los 5.000 dólares el año próximo porque el apetito de los bancos centrales no ha remitido y el oro se sigue percibiendo como un refugio frente a la inflación y a la deuda pública estadounidense, que crece a un ritmo de 6.500 millones de dólares diarios. Otros activos refugio como la plata (que se aproxima a los 50 dólares por onza) y el Bitcoin (que ha superado ya los 125.000 dólares), también están en máximos históricos. No es para menos en un momento en el que las principales economías occidentales están fuertemente endeudadas, con déficits disparados y con la amenaza de que la inflación vuelva a castigar a los consumidores. Todo eso incide en la confianza que se tenía en las divisas tradicionales. El mercado de oro siempre ha sido volátil, pero hoy la inestabilidad se encuentra en los datos macro que aportan los Gobiernos. Mientras eso se mantenga, lo hará también la fiebre por el metal amarillo. En La ContraRéplica: 0:00 Introducción 3:46 La nueva fiebre del oro 29:49 Premios iVoox - https://premios.ivoox.com/ 32:07 La inmigración sobre los barrios 39:36 AMD y la IA 43:44 La flotilla a Gaza · Canal de Telegram: https://t.me/lacontracronica · “Contra el pesimismo”… https://amzn.to/4m1RX2R · “Hispanos. Breve historia de los pueblos de habla hispana”… https://amzn.to/428js1G · “La ContraHistoria del comunismo”… https://amzn.to/39QP2KE · “La ContraHistoria de España. Auge, caída y vuelta a empezar de un país en 28 episodios”… https://amzn.to/3kXcZ6i · “Contra la Revolución Francesa”… https://amzn.to/4aF0LpZ · “Lutero, Calvino y Trento, la Reforma que no fue”… https://amzn.to/3shKOlK Apoya La Contra en: · Patreon... https://www.patreon.com/diazvillanueva · iVoox... https://www.ivoox.com/podcast-contracronica_sq_f1267769_1.html · Paypal... https://www.paypal.me/diazvillanueva Sígueme en: · Web... https://diazvillanueva.com · Twitter... https://twitter.com/diazvillanueva · Facebook... https://www.facebook.com/fernandodiazvillanueva1/ · Instagram... https://www.instagram.com/diazvillanueva · Linkedin… https://www.linkedin.com/in/fernando-d%C3%ADaz-villanueva-7303865/ · Flickr... https://www.flickr.com/photos/147276463@N05/?/ · Pinterest... https://www.pinterest.com/fernandodiazvillanueva Encuentra mis libros en: · Amazon... https://www.amazon.es/Fernando-Diaz-Villanueva/e/B00J2ASBXM #FernandoDiazVillanueva #oro #dolar Escucha el episodio completo en la app de iVoox, o descubre todo el catálogo de iVoox Originals

Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger PictureTrump made a big move, he has approved the key Alaska mining road. This will allow the mining of gold, silver, cobalt and other strategic metals. Game over for China.Gold has hit $4000 an ounce. In the end gold will destroy the Fed. Trump is letting everyone know the D's shutdown the government right in the middle of one of the successful economies. The [DS] is in deep panic, they know that Trump is pre-positioning the NG and removing the illegals and the criminal element. As Trump continually brings the NG into each city he is preparing the people. The shutdown is letting Trump clean house, a clean house is very important. Scavino sends a message about Red October.   Economy (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); This is Big: Trump Approves Key Alaska Mining Road    President Trump ordered his administration to fast-track approvals for Alaska's Ambler Road Project, a road that will run from just south of Wiseman on the Dalton Highway (which runs from just north of Fairbanks to Prudhoe Bay) to the Ambler mining district, east of the coastal town of Kotzebue. Donald J. Trump approved the appeal of the Alaska Industrial Development and Export Authority (AIDEA), directing his Administration to promptly issue authorizations necessary for the establishment of the Ambler Road Project. This project will provide road transportation access to the Ambler Mining District. This order overturns the "Autopen Joe" Biden administration's order to halt approvals of this project. The President's announcement has a detailed list of benefits for Alaska and for the United States: The Ambler Road Project is vitally important to America's national defense and economic prosperity. An access road is crucial to unlocking critical minerals located in this currently-inaccessible area of Alaska, which has been characterized as one of the largest undeveloped copper-zinc mineral belts in the world and contains extensive deposits of copper, silver, gold, lead, cobalt, and other strategic metals. The road will provide essential surface transportation access for the more than 1,700 active mining claims in the District, supporting expanded mineral exploration, mine development, and operations. Construction of the road will directly support 2,730 jobs, driving income, spending, and economic growth in rural Alaska. Alaska is projected to receive more than $1.1 billion in revenues from mining license tax revenues, corporate income taxes, production royalties, and claim rents associated with this project.   Note the strategic minerals named: Copper, silver, gold, lead, cobalt, and, we should include, rare-earth minerals, a great deal of which we are currently buying from China. Source: redstate.com https://twitter.com/KobeissiLetter/status/1975566632585208295  https://twitter.com/PressSec/status/1975642840416780535 resources from Section 232 tariff revenue to this critical program. The Trump White House will not allow impoverished mothers and their babies to go hungry because of the Democrats' political games. Political/Rights https://twitter.com/RapidResponse47/status/1975337653894848790 https://twitter.com/HillaryClinton/status/1975210146163990606

Our Fixed Income Strategist Vishy Tirupattur explains how changes in the yield curve are affecting markets such as insurance, Treasury yields and mortgage rates.Read more insights from Morgan Stanley.----- Transcript ----- Vishy Tirupattur: Welcome to Thoughts on the Market. I am Vishy Tirupattur, Morgan Stanley's Chief Fixed Income Strategist. Today – How the shape of the yield curve has affected credit and housing markets, and the risk of changes to the curve and its implications. It's Tuesday, October 7th at 1pm in New York. The shape of the yield curve plays a pivotal role in financial markets. It influences everything from credit conditions to housing and mortgage dynamics. And you've been hearing on this show for some time about more Fed rate cuts coming. Our economists expect 25 basis point rate cuts at the next three meetings – that is October, December and January. And then two more in April and July of next year. What does this mean to the shape of the curve? Our high conviction call has been that investors should position for a steeper yield curve. Why does the curve matter? It's not just a macro signal. It's a transmission mechanism that shapes pricing, risk appetite, and sector flows. Take life insurers, for example. A steeper curve has turbocharged demand for fixed annuity products, which in turn drives flows into spread assets like corporate and securitized credit. Insurance demand has become a powerful technical in credit markets. This year's steepening has been led by falling front-end yields. For example, 2-year Treasuries are down about 60 basis points, significantly outpacing the 40 basis point drop in 10-year yields and just 5 basis point drop in 30-year yields. That front-end move reflects shifting rate expectations and offers relief to highly leveraged issuers who rely on short-term funding. But longer-dated yields remain sticky, keeping all-in borrowing costs elevated. That is good for insurers – and the sale of fixed annuity products – but acts as a brake on overall issuance, helping keep credit spreads tight despite macro uncertainty. That said, not all markets benefit. Mortgage rates, which track longer yields more closely than the fed funds rate, have actually risen 25 to 30 basis points since the easing cycle began in September of 2024. That's a headwind for affordability. While a steeper curve may support lending and future housing supply, it's not helping today's buyers. A flatter curve with lower long-end yields would offer more meaningful relief—but that is clearly not our base case. Bottom line: Rate cuts matter, but the shape of the curve may matter more. A steeper curve is a tailwind for credit but a headwind for housing. And a reminder that not all markets move in sync. Thanks for listening. If you enjoy the show, please leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.

Market Update and Geopolitical Insights: October 7th Analysis In this episode of Dividend Cafe, Brian Szytel provides an update on the financial markets as of Tuesday, October 7th. He covers the recent performance of the DOW, S&P, and Nasdaq, highlighting a moderate sell-off in technology and value names. He also discusses the recent government shutdown impacting economic data release and provides insights on various Fed governors' positions on inflation and monetary policy. Additionally, the episode delves into significant geopolitical topics, such as the Russia-Ukraine conflict's impact on energy prices, evolving US-China relations, and the increasing risks related to maritime shipments. Lastly, Brian addresses a listener's question regarding the health and implications of companies going private. 00:00 Introduction and Market Overview 01:09 Federal Reserve Updates 02:51 Geopolitical Insights 03:43 US-China Relations and Global Trade 05:36 Private Companies and Market Liquidity 06:28 Conclusion and Sign Off Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Oct 6, 2025 – Are record-high markets making your IRA balloon—and your tax worries grow? Jim Puplava and Crystal Colbert break down how market surges impact IRAs, explore Roth conversions, and share smart tax-saving strategies for retirees...

Host Chris Lopez sits down with Peter, an anesthesiologist who became an LP and then a GP, to unpack the career jolt that pushed him into real estate and the systems he built to bring more transparency and advocacy to LPs through Ascent Equity Group. Peter shares his first $5k crowdfunding check (and that unforgettable $47 distribution), lessons from launching in the tough 2021 vintage, and how his team handled rate/insurance shocks, lender work-outs, and communication when things got bumpy. We also dive into why he's been using preferred equity in today's market—including a 12.5–13.5% monthly-pay deal that returned capital in ~12 months and where he's hunting now (hospitality, selective retail, and medical office) with a likely recession window following the Fed's pivot. Key Takeaways: From OR to LP to GP: how a broken partnership promise sparked a plan for autonomy and passive income Preferred equity in practice: monthly pay, collateralized position, and why it's a “right now” tool—not forever 2021 lessons: short-term debt + fast-rising rates/insurance = humility, capital infusions, and relentless communication Macro setup: Fed pivot → typical recession lag (~10–11 months) → prepare capital/relationships for distressed opportunities What's next: multifamily fundamentals (supply pause, sticky demand), selective hospitality/retail, and a special eye on medical office Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.

Vuelve Carlos Feliciano (CAF Investments) a Café en Mano para aterrizar titulares y separar mito de realidad: ¿qué realmente dejó la residencia de Bad Bunny a la economía? ¿Por qué “ser millonario” no significa tener cash en el banco? IRAs de EE. UU. vs Puerto Rico, aranceles y PYMES, salario mínimo, jóvenes y exención de $40k, Apple x NFL x Bad Bunny, trading en el celular vs. Wall Street, tasas de interés de la Fed, y el gobierno en shutdown.Deja tus preguntas en los comentarios y cuéntanos qué tema quieres que profundicemos en el próximo episodio.00:00 Intro & por qué este episodio importa04:50 Residencia de Bad Bunny: impacto económico real (no es “su cheque)07:10 ¿Qué significan $700M para el PIB de Puerto Rico?08:20 Millonario tener cash: patrimonio, marca y activos12:00 IRAs de EE. UU. en PR: riesgos de pagar doble + opciones válidas14:20 Apple x NFL x Bad Bunny: la jugada para globalizar (y AirPods con traducción)18:20 Aranceles: por qué los termina pagando la PYME (ej. relojes suizos)21:30 Subir salario mínimo sin plan: efecto en nómina, precios y cierres24:10 Jóvenes de 26: exención de $40k y por qué casi nadie la usa25:50 ¿El millón es posible? Disciplina mas que atajos27:30 ¿Vivir de dividendos con $1M? Números y estilo de vida29:00 “Cursos” y trading en el celular: humo vs realidad operativa31:40 Wall Street paga por milisegundos: tu app no compite33:55 Bajó 0.25% la tasa… ¿y mi hipoteca? (Fed funds ≠ tu banco)35:30 Por qué bajar 2% sería gasolina para la inflación37:10 Gobierno en shutdown: qué cerró y a quién impacta39:00 Cierre, próximos temas y CTA

Caleb Franzen, founder of Cubic Analytics, joined me to to review the latest chart analysis and price predictions for Bitcoin, Altcoins, Ethereum, XRP, and Solana. https://x.com/CalebFranzen, https://cubicanalytics.substack.com/Brought to you by

LPL strategists recap a positive week for stocks and bonds, make the case that markets are underpricing risk for corporate bonds, preview third quarter earnings season, and preview the week ahead with more Fed-speak than economic data. Tracking: #807211

As the post-COVID boom in housing activity transitions toward more normalized market conditions, PGIM assesses the state of the U.S. housing market. Hear our experts dissect housing fundamentals, as persistent affordability challenges and a cooler labor market collide with a structural shortage of homes and the onset of a Fed rate cutting cycle. PGIM's Brian Barnhurst, CFA, Global Head of Credit Research, hosts this discussion with Kaustub Samant, Head of Securitized Products Research, and John Maxwell, U.S. Leveraged Finance Credit Research Analyst. Recorded on September 24, 2025.

US equity futures are slightly softer. Asian markets are mostly higher, and European equities opened flat to lower. US stocks extended record highs Monday on continued optimism around AI and stable Fed expectations, while AMD surged after announcing a multibillion-dollar partnership with OpenAI. Political developments dominated global headlines — French Prime Minister Lecornu resigned, and Japan's new LDP leader Takaichi's victory fueled expectations for debt-funded stimulus. Rating agencies warned about France's credit outlook, with BCA Research calling French bonds “uninvestable.”Companies Mentioned: Apollo Global Management, Itron, Science Applications International

In this episode of The Dental Boardroom Podcast, host Wes Read, CPA and financial advisor at PracticeCFO, talks with Brandon Hobson (Chief Investment Officer) and Paul Lipcius (investment committee member) about what's happening in the markets and why it matters for dentists.They break down the recent Federal Reserve rate cut, explain how bond yields signal what might happen next in the economy, and discuss what the steepening yield curve could mean for growth and inflation. The team also looks at today's stock market, where high valuations and a heavy focus on just a few big tech companies may bring new risks.Plus, they explore why international stocks are starting to outperform and how adding global exposure could strengthen your portfolio.Whether you're saving for retirement or planning your practice's financial future, this episode gives you practical insights to help guide smart, long-term investment decisions.Key topics include:What the Fed's latest rate cut means for bond yields and future inflationWhy the yield curve's steepening could signal improving economic conditionsThe risks of sky-high U.S. stock valuations and concentrated index exposureHow international and emerging markets are reshaping the global investment landscapeLong-term investing principles every dentist should follow

In a live conversation on YouTube, Lawfare Editor in Chief Benjamin Wittes sat down with Lawfare Senior Editors Scott Anderson, Anna Bower, Eric Columbus, and Roger Parloff to discuss a hearing in the litigation over the National Guard deployment in Portland, states suing the federal government over immigration enforcement conditions being placed on emergency management federal grants, federal employees unions challenging expected reductions in force during the government shutdown, the Supreme Court allowing Lisa Cook to stay on as Fed governor for now, and more.You can find information on legal challenges to Trump administration actions here. And check out Lawfare's new homepage on the litigation, new Bluesky account, and new WITOAD merch.Support this show http://supporter.acast.com/lawfare. Hosted on Acast. See acast.com/privacy for more information.

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Raphael Bostic is the president and chief executive officer of the Federal Reserve Bank of Atlanta. In President Bostic's first appearance on the show, he discusses his love of birding, what that teaches him about central banking, the unique role of the Federal Reserve Bank of Atlanta, switching for FIT to FAIT back to FIT, what to do about inflation, the importance of globalization, rising fiscal pressures, and much more.   Check out the transcript for this week's episode, now with links. Recorded on September 23rd, 2025 Subscribe to David's Substack: Macroeconomic Policy Nexus Follow David Beckworth on X: @DavidBeckworth Follow President Raphasel Bostic on X: @RaphaelBostic Follow the Federal Reserve Bank of Atlanta on X: @AtlantaFed Follow the show on X: @Macro_Musings Check out our Macro Musings merch! Subscribe to David's new BTS YouTube Channel  Timestamps 00:00:00 - Intro 00:01:34 - Birding 00:06:07 - Birding's Connection to Central Banking 00:09:05 - Atlanta Fed 00:15:27 - Fed Framework Revisions 00:24:31 - Inflation 00:32:23 - Forecasted Long-Run Federal Funds Rate 00:37:43 - Globalization 00:39:13 - Fiscal Pressures 01:03:39 - Outro

Work with Jimmy & the Vreeland Capital Team to build a 20-Unit Portfolio that will get you the equivalent of a retirement account 3X faster with a third of the capital. Visit https://tinyurl.com/mainstreetpatriot... - - - - - - In this solo episode of The Real Estate Fast Pass Podcast, Jimmy Vreeland tackles one of the biggest investor misconceptions: “If the Fed cuts rates, shouldn't mortgage rates go down?” Jimmy breaks down why that logic doesn't hold up—and how the real driver of mortgage rates has more to do with market trust, inflation expectations, and the 10-Year Treasury bond than with the Fed's headline moves. Pulling from research and insights at the Collective Genius Mastermind and financial strategist Jim LaCamp, Jimmy explains why waiting for the “perfect rate” can cost investors years of appreciation, tax benefits, and compounded growth.

In this episode of Fed by the Fruit, KB welcomes Jesse Hoptiak, whose life story is nothing short of miraculous. From a childhood marked by foster care and abuse, to teenage addiction, crime, and prison, Jesse shares how God never stopped pursuing him. Through the faithful prayers of his adoptive mother, encounters with mentors, and a radical reawakening during COVID, Jesse's life was transformed from chaos and destruction to peace, purpose, and ministry. Today, he and his wife live a life of simplicity, service, and evangelism—focused not on money or status, but on following Jesus and helping others do the same. Whether you're struggling with your own battles or praying for a prodigal child, Jesse's testimony is a reminder that no one is too far gone for God's grace.This episode serves as both an informative guide to embrace a healthier, more balanced lifestyle, encouraging listeners to embark on their journeys with renewed vigor and compassion.Reach out to KB on Instagram and share your thoughts.

On this week's episode of The Horizon, John Chang unpacks how shifting government policies around tariffs, immigration, and a potential shutdown could shape commercial real estate over the next several years. He explains why rolling tariffs are inflationary rather than transitory, how tighter immigration reduces labor supply and pushes wages higher, and why delayed government data complicates the Fed's rate-cut path. John also maps sector-level ripple effects, from construction and value-add cost pressures to hospitality and retail demand, while noting strong household balance sheets and tactical opportunities for investors who position near policy beneficiaries like domestic steel. He closes with a pragmatic takeaway: uncertainty raises risk, but it also creates investable dislocations for informed operators. This is a limited time offer, so head over to aspenfunds.us/bestever to download the investor deck—or grab their quick-start guide if you're brand new to oil and gas investing. Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Podcast production done by ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Spring in Bavaria — soft hills, quiet cows, the sleepy days of a farm world nobody ever writes about. But Hinterkaifeck was already rotten to the roots long before the first skull cracked open in the hay. Foul rumors, missing keys, footsteps in the attic, shadows in the woods — the whole place felt like a bad dream pretending to be normal life. Then, one cold night in 1922, somebody lured the Gruber family out one by one, killed them with farm tools, and stayed. Slept in their beds. Fed the cows. Kept the fire burning while six bodies cooled a few feet away. Part one drags you back to that doomed little farm, through gossip thick as mud, neighbors who looked the other way, and a crime scene so disturbing its still discussed over a century later. This isn't just murder — It's the kind of story that crawls under your skin and never leaves. Citizens of the Milky Way, prepare yourselves for The Shadow Over Hinterkaifeck: Part One! Music and Editing by Gage HurleyCheck out VaporVerse: https://www.youtube.com/@vaporversemusic++++Check out our Patreon: https://www.patreon.com/creepstreetpodcastInstagram: https://www.instagram.com/creepstreetpodcastYouTube: https://youtube.com/@creepstreetpodcast5062?feature=sharedTikTok: https://www.tiktok.com/@UCktQFJN97aI-lE4Ef4hsL6Q#TrueCrime #UnsolvedMystery #UnsolvedCrime #ColdCase #CrimeDocumentary #TrueCrimeCommunity #CrimePodcast #MysteryPodcast #UnsolvedPodcast #Hinterkaifeck #HinterkaifeckMurders #HinterkaifeckCase #BavarianMurders #UnsolvedGermany #GermanTrueCrime #HistoricMurders #1920sCrime #CreepyHistory #DarkHistory #HauntedHistory #MacabreMystery #MurderMystery #CrimeAndHorror #SinisterHistory #Creepypodcast #PodcastRecommendations #TrueCrimeAddict #CrimeJunkie #CrimeTok #SpookySeason #ForensicFiles #DarkSecrets #StayCreepy #CreepStreetPodcast

Custodia Bank CEO Caitlin Long joins to break down how Wall Street's new Bitcoin treasury strategies crushed volatility, changed the game for hodlers, and signaled the next phase of Bitcoin's evolution. We discuss why early holders are selling, how tokenization and stablecoins could reshape global finance, and why the real fight is now between banks and blockchains. Caitlin also opens up on Operation Chokepoint 2.0, the ongoing battle with the Fed, and her bold vision for tokenized bank deposits that could finally link TradFi and DeFi at scale.

Erin Gibbs makes the bullish case for small caps, with the Fed continuing to cut rates a “critical point.” She points to “massive” increases in earnings from small caps, nearly equivalent to the S&P 500. Into 2026, she thinks earnings growth could reach “twice the rate of the S&P 500.”======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Seventeenth Sunday after Pentecost; Sermon based on Habakkuk 1:1-4, 2:1-4 and 1st Corinthians 12:12-27. Preached at The First Presbyterian Church of Brooklyn (https://linktr.ee/firstchurchbrooklyn). Podcast subscription is available at https://cutt.ly/fpcb-sermons or Apple Podcasts (https://apple.co....This item belongs to: audio/first-church-brooklyn-sermons.This item has files of the following types: Archive BitTorrent, Columbia Peaks, Item Tile, Metadata, PNG, Spectrogram, VBR MP3

Jordi Visser is a macro investor with over 30 years of Wall Street experience. He also writes a Substack called “VisserLabs” and puts out investing YouTube videos. In this conversation we talk about why bitcoin is the purest AI trade available in the market, energy infrastructure, what is going on with the government shutdown, how interest rates, the Fed, the economy are all intertwined, and why prediction markets and tokenization are two big themes moving forward.======================Check out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://pompdesk.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠======================This episode is brought to you by Figure (https://figuremarkets.co/pomp), the platform to Earn and Borrow. Need liquidity without selling your crypto? Figure offers Crypto-Backed Loans, allowing you to borrow against your Bitcoin or Ethereum with 12-month terms and no prepayment penalties. They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event. Your BTC collateral is protected by decentralized MPC custody. You can always see your BTC ownership in your FM account and verify holdings in your personal BTC vault on chain. Unlock your crypto's potential today. Visit their app to apply (https://figuremarkets.co/pomp) for a Crypto Backed Loan (https://figuremarkets.co/pomp) today! Figure Lending LLC dba Figure. Equal Opportunity Lender. NMLS 1717824. Terms and conditions apply. Visit figure.com for more information. Figure Markets Credit LLC. 650 S. Tryon Street, 8th Floor, Charlotte, NC 28202. (888) 926-6259. NMLS ID 2559612. Terms and conditions apply. Visit https://figuremarkets.com/borrow for more information.======================Xapo Bank, the world's first fully licensed Bitcoin-enabled bank, offers military-grade security with an unmatched blend of physical and digital security, as well as pioneering regulatory oversight, so your funds are always protected. Beyond secure storage, they enable you to grow and use your Bitcoin. Earn daily interest in Bitcoin, spend with zero FX fees using a global card, and make instant payments via the Lightning Network for unrivalled access and convenience. Visit https://www.xapobank.com/pomp to join.======================Timestamps: 0:00 - Intro1:58 - Why bitcoin is the purest AI trade 12:37 - The impact of new energy infrastructure17:47 - How Base Power is building a decentralized grid and other opportunities for investors 24:43 - Why retail spots themes before institutions33:27 - Retail orange-pilling each other in public 38:19 - What is the impact of government shutdown on financial markets? 41:19 - The rise of prediction markets and tokenization 50:22 - Where to follow Jordi on the internet

Arthur Hayes & Tom Lee map the new crypto arms race—Hyperliquid vs Aster, Plasma's stablecoin rails, and ETH's DAT-fueled supercycle. Welcome to The Chopping Block – where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. Live at Token2049 Singapore, we're joined by Arthur Hayes (Maelstrom) and Tom Lee (Bitmine) to map two battles shaping the next cycle: the Perp DEX war—Hyperliquid's moat vs. CZ-linked Aster, zero-fee experiments like Lighter, and whether ~$500M/year token unlocks can stay “bullish”—and the race to own stablecoin rails, from Tether-affiliated Plasma's zero-fee USDT chain to distribution plays like Tempo and Codex. We dig into DATs, mNAV compression, and Tom's “ETH supercycle,” plus prediction markets (Polymarket vs. Kalshi) crossing into the mainstream and a surprise Zcash revival. If crypto's future is being decided in trading venues and in money itself, this is where the battle lines get drawn.  Show highlights

Marty sits down with Maryland HODL to discuss systemic vibrations signaling monetary transition, how bitbonds and stablecoins could facilitate a shift from an inflationary to deflationary system, the strategic realignment happening within the Treasury and Fed, and why Bitcoin's role as pristine collateral represents the only viable path to navigate the fourth turning without catastrophic conflict. Maryland Hodl on Twitter: https://x.com/hodlmaryland Maryland Hodl on Substack: https://marylandhodl.substack.com/ 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/VJ2dABShBz Opportunity Cost Extension: https://www.opportunitycost.app/ Shoutout to our sponsors: Bitkey https://bit.ly/TFTCBitkey20 Unchained https://unchained.com/tftc/ Obscura https://obscura.net/ SLNT https://slnt.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/

Oct 3, 2025 – Are the “Mag 7” tech giants losing ground to the “Shiny 7” metals and mining stocks? Financial Sense Newshour's Jim Puplava and Jim Welsh at Macro Tides examine Wall Street's record highs, the broadening bull market...

Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, explains why Americans remain uncomfortable with gold despite it hitting new highs - it implies dollar weakness after 150 years of reserve currency dominance. He reveals FDR seized the Federal Reserve's gold in 1933 with little compensation, while today US gold allocation sits under 1% of portfolios versus growing central bank accumulation. Whalen defends his call for earlier Fed cuts. He sees gold reaching $5,000+ by end of 2026 as US allocations shift from under 1% toward 2%, while warning the average person without assets continues getting screwed as the Fed will eventually monetize Treasury issuance through financial repression.Sponsor: Monetary Metals. https://monetary-metals.com/julia Links:    Twitter/X: https://twitter.com/rcwhalen    Website: https://www.rcwhalen.com/    The Institutional Risk Analyst: https://www.theinstitutionalriskanalyst.com/   Inflated book (2nd edition): https://www.barnesandnoble.com/w/inflated-r-christopher-whalen/1146303673Timestamps:0:00 Welcome and introduction - Chris Whalen's first in-studio appearance0:24 Julia's introduction highlighting Chris's credentials and analysis1:16 Fed takeaway - Steve Miran only governor wanting 50bp cut2:19 Housing emergency coming - Fed drove prices up, Trump faces constraint2:31 Housing scenarios - mortgage rates retreating after quarter point4:17 Monetary Metals ad read5:34 Housing psychology - homeowners trying to sell at the top6:53 Office space comparison - no longer premium asset class7:38 Fed rate cut outlook - may not see more cuts for months9:58 Bank balance sheet problems - mortgage securities underwater10:54 Politics of inflation - housing affordability crisis13:10 Viewer housing question response - Florida 1924 parallels15:32 DC trip on GSEs - still no roadmap from Treasury18:43 Fannie/Freddie trade - made 30% then got out19:54 Taking profits22:36 Watching the herd mentality25:20 Dollar/deficit thesis - weaker dollar, Treasury pressure ahead27:47 Fed restructuring vision - eliminate Board of Governors31:09 Housing emergency declaration - resuming MBS purchases discussion33:51 Mixed economy - wealthy vs bottom quartile struggling34:34 Debt myths - Americans love inflation, debt is currency36:18 Highest conviction trade - gold and strategic silver

#648: The U.S. government is shutting down. Bitcoin just hit a record high. Inflation whispers are back. And Wall Street is buzzing with speculation. What does this all mean for your money, your portfolio, and your long-term financial freedom? On this First Friday episode, we unpack the economic headlines you can't ignore — and help you separate signal from noise. In this episode, we cover: Government Shutdown: What happens when Washington goes dark, and how it could ripple into the markets, interest rates, and your daily life Bitcoin at Record Highs: Why crypto is rallying, what history tells us about speculative manias, and whether this time might be different Jobs Report and Inflation Watch: The latest labor market data, its implications for the Fed, and how it could shape borrowing costs Investor Behavior in Uncertainty: Why volatility can make us overreact, and how to stay grounded in your long-term strategy Key Takeaways Government shutdowns create noise, but historically their long-term market impact is minimal Bitcoin's surge reflects both speculation and broader demand for decentralized assets — but extreme volatility remains The labor market remains resilient, keeping inflation risks on the radar and Fed policy in focus Emotional investing is costly: staying calm during uncertainty is one of the best ways to protect your wealth. This month's headlines feel dramatic — shutdowns, soaring crypto, inflation fears. But the timeless principles of money management still apply: diversify, stay disciplined, and don't let headlines dictate your portfolio. Learn more about your ad choices. Visit podcastchoices.com/adchoices

On today's episode, Clay is joined by Derek Pilecki to discuss the current market conditions and the investment opportunities he's finding in today's chaotic environment. Derek is a managing member and portfolio manager at Gator Capital Management, which manages Financials sector long/short portfolios for private partnerships and mutual funds. Since its inception in July 2008, Gator Capital has compounded capital at 21.8% per annum versus 11.9% for the S&P 500 over the same time period. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 04:33 - Derek's process of looking for a potential 26% IRR on new investments. 07:43 - How value investing has evolved over the tenure of running his fund. 12:23 - The moves he made during the tariff tantrum earlier this year. 15:14 - How Buffett has influenced him as an investor. 19:51 - The opportunities he's finding in the market today. 23:00 - How he expects the Fed's interest rate cuts to impact the economy, the banking sector, and the real estate market. 45:25 - What Derek saw in Robinhood's stock before it increased by over 10x. 58:24 - Derek's investment thesis in WEX Inc. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Derek's fund: Gator Capital. Derek's letters. Related Episode: TIP669: Quietly Compounding at 20%+ Per Year w/ Derek Pilecki. Follow Derek on X. Follow Clay on ⁠LinkedIn⁠ & ⁠X⁠. Related ⁠books⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠We Study Billionaires Starter Packs⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance Tool⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. SPONSORS Support our free podcast by supporting our ⁠⁠sponsors⁠⁠: Simple Mining HardBlock Human Rights Foundation Linkedin Talent Solutions Netsuite Shopify Vanta Abundant Mines Support our show by becoming a premium member! ⁠https://theinvestorspodcastnetwork.supportingcast.fm⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Trump's GDP has hit 3.8%, the economy is on fire even without the Fed lowering the rates the way Trump wants. The [DS] is now trying to stop Trump's economy. They have now created another event which they are trying to use to stop Trump's economy, this will fail just like everything else. The [DS] is holding steady on the shutdown. The cover story is that they want money for illegal medical insurance, this is falling apart. They know they don't have the people so they are using this to distract from the push to WWIII and they are hoping that ICE, NG will cease their operations. Trump is using this to drain the swamp, expose the D's.  This is a no win situation for the [DS]. Trump knows the playbook and most likely he is using backchannels to speak to Putin. No war, no civil unrest, clean and swift.   Economy (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); https://twitter.com/profstonge/status/1973712063529631995 Treasury Sec. Bessent: Dem Shutdown to Cut Trump's GDP Growth The Democrats' government shutdown could reduce gross domestic product (GDP) growth that has emerged under President Donald Trump, Treasury Secretary Scott Bessent said Thursday. "We were left with a mess [by the Biden administration]. It was the largest deficit when we weren't in a recession, weren't at war, and [now] we are fixing the deficit," Bessent said. "There could be a discussion, but this isn't the way to have a discussion — shutting down the government and lowering the GDP." "We could see a hit to the GDP, a hit to growth, and a hit to working America." Source: newsmax.com Political/Rights https://twitter.com/C_3C_3/status/1973706295841816644 https://twitter.com/libsoftiktok/status/1973469908358086957   https://twitter.com/C_3C_3/status/1973547026534277539 https://twitter.com/libsoftiktok/status/1973488279153680690   https://twitter.com/libsoftiktok/status/1973479707619590625 https://twitter.com/DHSgov/status/1973535704337486011  this Salvadoran man is not going to be able to remain in our country. He will never be allowed to prey on innocent Americans again. Never forget the Democrats flew to a foreign land on the US taxpayer's dime to break bread with this terrorist gang member and visit him in prison. While they continue to fight for criminal illegal aliens, we will continue to put the safety of the American people FIRST. https://twitter.com/EricLDaugh/status/1973715576750305650     DOGE Federal Court Rules Bans on Carrying Firearms in Post Offices Are Unconstitutional, Democrats Hardest Hit In a win for the Second Amendment and law-abiding gun owners across America, a federal court has ruled that bans on carrying firearms in U.S. Post Offices are unconstitutional.  , Chief United States District Judge Reed O'Connor handed down an opinion on Firearms Policy Coalition Inc, et.al. v. Bondi. FPC was joined by the Second Amendment Foundation (SAF) in challenging the federal law. The ruling also applies to carrying firearms on property surrounding post offices. Here's more, via Bearing Arms: O'Connor wrote that the law “is unconstitutional under the Second Amendment with respect to Plaintiffs' (and their members) possession and carrying of firearms i...

Thursday, October 2nd, 2025Today, Republicans and Trump have shut down the government but construction on the Trump White House Ballroom will continue; federal employees are sent propaganda about Democrats being at fault for the shutdown; YouTube pays Trump a giant bribe; the Pentagon is planning widespread polygraphs and non-disclosure agreements; the White House has withdrawn the nomination of the Bureau of Labor Statistics as the jobs numbers for August are revised downward; New York is suing the Department of Homeland Security for defunding the police; as we predicted the Supreme Court is allowing Lisa Cook to remain in her job on the Federal Reserve Board with oral arguments set for January; and Allison and Dana deliver your Good News.StoriesU.S. companies shed 32,000 jobs in September in latest sign of labor market weakness | NBC NewsWhite House withdraws Trump's controversial nominee to lead BLS after ousting predecessor over jobs data | CNN PoliticsYouTube to pay $22 million for White House ballroom to settle lawsuit from Trump | CBS NewsNew York sues over DHS cutting counterterrorism funding to state | Spectrum News 1Supreme Court allows Lisa Cook to remain on Fed board for now | The Washington PostPentagon plans widespread random polygraphs, NDAs to stanch leaks | The Washington Post | The Washington PostFederal Workers Are Being Told to Blame Democrats for the Shutdown | WIREDGood TroubleAnonymous consumer:While there may not be any truly ethical consumption (except maybe The Beans, PBS, and the TMBG catalog) some spending is definitely more ethical. If you're having trouble figuring out what to boycott or where to spend your money, try checking out the unionlabel.org website! You can find lists of where to buy and where not to buy! Don't Buy | Union Label and Service Trades Department, AFL-CIOCheck with your local unions to see their buy/don't buy lists, too.Good luck!**Vote Yes 836 - Oklahoma**OCTOBER 18 - NoKings.org, Leave some notes around town to spread the word.**California needs your help | Proposition 50 Vote YES !! Yes On Prop 50 | Special Election Phone Banks - mobilize.us**Help ensure safety of public servants. Hold RFK Jr accountable by signing the letter: savehhs.org, @firedbutfighting.bsky.social on Bluesky**SIGN THE STATEMENT OF SOLIDARITY for the FEMA Katrina Declaration.**How to Organize a Bearing Witness Standout**Fire Kilmeade - foxfeedback@foxnews.com, Submit a request – Fox News**Indiana teacher snitch portal - Eyes on Education**Find Your Representative | house.gov, Contacting U.S. SenatorsFrom The Good Newsunionlabel.orgVote Yes 836 - OklahomaGOOD TASTE RecordsHow You Can Write or Call the White HousePatrons Sponsoring Patrons - The Daily Beans(Mark your calendar for November 14th, 2025 - Chicago, Illinois - Dana)Our Donation LinksNational Security Counselors - DonateMSW Media, Blue Wave California Victory Fund | ActBlueWhistleblowerAid.org/beansFederal workers - email AG at fedoath@pm.me and let me know what you're going to do, or just vent. I'm always here to listen. Find Upcoming Actions 50501 Movement, No Kings.org, Indivisible.orgDr. Allison Gill - Substack, BlueSky , TikTok, IG, TwitterDana Goldberg - BlueSky, Twitter, IG, facebook, danagoldberg.comMore from MSW Media - Shows - MSW Media, Cleanup On Aisle 45 pod, The Breakdown | SubstackReminder - 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 Our Donation LinksNational Security Counselors - DonateMSW Media, Blue Wave California Victory Fund | ActBlueWhistleblowerAid.org/beansFederal workers - feel free to email AG at fedoath@pm.me and let me know what you're going to do, or just vent. I'm always here to listen. Find Upcoming Actions 50501 Movement, No Kings.org, Indivisible.orgDr. Allison Gill - Substack, BlueSky , TikTok, IG, TwitterDana Goldberg - BlueSky, Twitter, IG, facebook, danagoldberg.comCheck out more from MSW Media - Shows - MSW Media, Cleanup On Aisle 45 pod, The Breakdown | SubstackShare your Good News or Good TroubleMSW Good News and Good TroubleHave some good news; a confession; or a correction to share?Good News & Confessions - The Daily Beanshttps://www.dailybeanspod.com/confessional/ Listener Survey:http://survey.podtrac.com/start-survey.aspx?pubid=BffJOlI7qQcF&ver=shortFollow the Podcast on Apple:The Daily Beans on Apple PodcastsWant to support the show and get it ad-free and early?The Daily Beans | SupercastThe Daily Beans & Mueller, She Wrote | PatreonThe Daily Beans | Apple Podcasts Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Today's Headlines: The government is officially shut down, and OMB apparently spent its last working hours ordering at least 16 federal agencies to send out a pre-written email blaming Democrats for it—an illegal little parting gift to federal workers. With the shutdown, you can forget about getting jobs or inflation data for now (except from payroll firm ADP, which says companies shed 32,000 jobs in September—so, yeah, not great). Meanwhile, the Supreme Court told Trump he can't just boot Fed Governor Lisa Cook on the spot, kicking that fight to January. At the Pentagon, Pete Hegseth is rolling out strict NDAs and even random polygraphs for thousands of staffers, including top brass, in his ongoing war against leakers. And in actual science news, researchers in Nature Communications announced they've managed to create functional human eggs from skin cells in a lab—early proof-of-concept that could eventually transform fertility treatments, though no babies are being made from them anytime soon. Resources/Articles mentioned in this episode: The Handbasket: Trump mandates all federal agencies send email blaming Dems for potential gov't shutdown  Yahoo: While the government is closed, jobs and inflation data go unreported NBC News: U.S. companies shed 32,000 jobs in September in latest sign of labor market weakness NYT: Supreme Court Allows Lisa Cook to Remain at Fed, for Now WaPo: Pentagon plans widespread random polygraphs, NDAs to stanch leaks Wired: Scientists Made Human Eggs From Skin Cells and Used Them to Form Embryos Morning Announcements is produced by Sami Sage and edited by Grace Hernandez-Johnson Learn more about your ad choices. Visit megaphone.fm/adchoices

The government shutdown means crucial jobs data will likely be postponed, right as the Fed weighs its next move. Chicago Fed President Austan Goolsbee, a self-described “data dog,” tells us how central bank officials plan to pivot. He also discusses Fed independence, transitory inflation, and rate cut pacing. After that: fiscal calendars vary by sector, synthetic dye removal will ripple through the food chain, and ADP reports more sour employment data.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.