Podcasts about Fed

Bitcoin is pulling ahead as altcoins slowly lose steam – and China might be preparing a big move back into crypto. I'm joined by Dave Weisberger, Mike McGlone, and Larry Lepard to break down the macro forces shaping markets, from Fed policy and inflation to Trump's push for lower rates. Don't miss this high-stakes Macro Monday – like, subscribe, and stay ahead of the next big shift! Dave Weisberger: https://x.com/daveweisberger1 Mike McGlone: https://x.com/mikemcglone11 Lawrence Lepard: https://x.com/lawrencelepard ►► JOIN THE FREE WOLF DEN NEWSLETTER, DELIVERED EVERY WEEKDAY!

In this episode of Fed by the Fruit KB, with her guest Brittney, delve into the significance of applying biblical principles to our daily lives.KB and Brittney share their personal experiences and testimonies to illustrate how faith can influence actions and relationships. They discuss the transformative power of faith, emphasizing the importance of community and church involvement in fostering spiritual growth. Through candid anecdotes, they reveal their initial misunderstandings and fears regarding their relationship, ultimately highlighting the necessity of open communication and mutual respect within familial bonds.Through their shared experiences, they underline how church serves not only as a space for worship but also as a vital source of encouragement, correction, and spiritual nourishment, ultimately shaping one's faith journey in profound ways.Reach out to KB on Instagram and share your thoughts and sign up here for the newsletter.

In this episode of SB Talks, Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Nick Ryder. They discuss: Where to After the Israel-Iran Ceasefire? NATO Ramps Up Defence Spending Trump's 'One Big, Beautiful Bill' Scraps the Revenge Tax Will Trump Nominate Jerome Powell's Successor Early to Pressure the Fed? Market Wrap-up: Financial Year in Review   Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/

With markets drifting and conviction thinning, Rob Carver joins Niels to take stock of a moment that feels suspended... not quite crisis, not quite calm. They discuss why recent rule changes around bank capital and crypto assets may carry more weight than headlines suggest, and what falling shipping volumes might be whispering about global demand. Rob breaks down the math of drawdowns, the tension between Kelly sizing and real-world volatility, and how systematic managers can fool themselves into thinking they're diversified. It's a conversation about structure, discipline, and why most edges today come from avoiding mistakes rather than discovering secrets.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Rob on Twitter.Episode TimeStamps: 01:07 - What has caught out attention recently?01:23 - Rob and Niels have done the unthinkable02:59 - Fed is rolling back important capital rules05:22 - What the shipping industry reveals about the economy07:33 - Industry performance update16:00 - Q1, William: Is it possible to apply the concept of decomposing returns in commodity trading?27:24 - Q2, Raphael: About estimating the full sharpe and Kelly of trend following37:03 - Q3, Dom: Has Rob come across any useful frameworks, research, or resources for designing systems that intentionally combine systematic structure with discretionary judgment?41:52 - Are all managers the same, although we all claim to be different?52:26 - Why are bond...

The market is pushing all-time highs, but what's really driving this move — and can it sustain? In this episode, Matt and Mark Justice dive deep into the catalysts that could fuel and support a true breakout, including fiscal tailwinds, a shifting Fed stance, and an upcoming earnings cycle. But the real star of the show? AI.  The brothers break down the top 10 narratives powering the AI trade that's putting the market on its back — from Nvidia's renewed dominance to Broadcom's chip surge, Meta's $15B AGI moonshot, and Oracle's emerging role as the AI cloud backbone. They also cover Palantir's quiet AI expansion into government, Micron's memory bottlenecks, and why semiconductor earnings are breaking out with analyst backing. Plus: why sovereign nations are going all-in on AI infrastructure, hyperscaler capex is off the charts, and robotaxis could become AI's first blockbuster commercial application. If you're trading this market or just trying to understand what's really under the hood of this rally — this is the episode you don't want to miss.

Jun 27, 2025 – Bloomberg's Gina Martin Adams joins Financial Sense Newshour's Jim Puplava to unpack market concentration, economic stagnation, the impact of passive investing, and what's next for sectors like tech, energy, and healthcare...

Jun 27, 2025 – How could China's grip on rare earths and strategic materials threaten America's tech and auto sectors? Author and energy expert Robert Bryce joins Jim Puplava to reveal the hidden risks behind tariffs, global supply chains...

Der Dollar hat in diesem Jahr zur europäischen Gemeinschaftswährung 13 Prozent abgewertet. Zuletzt setzte eine Debatte um die Unabhängigkeit der Fed dem Dollar zu. Die beiden Wirtschaftsjournalisten Dietmar Deffner und Holger Zschäpitz debattieren über die Gründe der Euro-Rallye und wie Anleger jetzt agieren sollten. Weitere Themen: Medien-Fusion zwischen Free & Pay TV – Warum Börsianer die Übernahme von Sky Deutschland durch RTL feiern DHL leidet unter Konkurrenten – woran sich Investoren bei Fedex gestört haben Wall Street auf Rekord – zieht auch der Dax nach? DEFFNER & ZSCHÄPITZ sind wie das wahre Leben. Wie Optimist und Pessimist. Im wöchentlichen WELT-Podcast diskutieren und streiten die Journalisten Dietmar Deffner und Holger Zschäpitz über die wichtigen Wirtschaftsthemen des Alltags. Schreiben Sie uns an: wirtschaftspodcast@welt.de Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutzerklärung: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

In this special live episode, Tom dives headfirst into the chaos of current world events, unpacking everything from the explosive end of the 12-day war between Israel and Iran to the dramatic political shifts in New York. Alongside lively audience questions and his co-host Drew, Tom tackles some of the most hotly debated issues of our time: socialism versus capitalism, the role of government in innovation, and the challenge of creating a thriving middle class. Get ready for candid, no-nonsense takes on economic policy, wage stagnation, and the future of work in an age of AI and automation. Tom doesn't shy away from tough questions, whether he's breaking down why high taxes might drive innovators away or explaining how debt and inflation impact everyday wages. Plus, he shares his philosophies on work ethic, responsibility, and building a life of purpose. If you're looking for a dose of thought-provoking discussion, practical advice, and even a few rapid-fire tips on launching your own video game with the help of AI, you won't want to miss this episode! SHOWNOTES 00:00 Crazy Times Discussing Politics 03:20 Innovation Gap in Norway 08:11 "Personal Responsibility Over Government Reliance" 12:21 "Abolish the Fed for Middle Class" 15:37 Entrepreneurial Sacrifices and Misunderstood Profits 20:03 Debate on Wages and Inflation 21:06 Maximizing Profits vs. Fair Wages 24:35 Incentives, AI, and Market Dynamics 28:17 "Seeking Extraordinary, Mars-bound Careers" 32:52 Key Game Development Insights 33:48 Objective Feedback from Unbiased Sources CHECK OUT OUR SPONSORS Vital Proteins: Get 20% off by going to ⁠https://www.vitalproteins.com⁠ and entering promo code IMPACT at check out Allio Capital: Macro investing for people who want to understand the big picture. Download their app in the App Store or at Google Play, or text my name “TOM” to 511511. iTrust Capital: Use code IMPACTGO when you sign up and fund your account to get a $100 bonus at ⁠https://www.itrustcapital.com/tombilyeu⁠  Shopify: Sign up for your one-dollar-per-month trial period at ⁠https://shopify.com/impact⁠ SKIMS: Shop SKIMS Mens at ⁠https://www.skims.com/impact⁠ #skimspartner Learn more about your ad choices. Visit megaphone.fm/adchoices

The S&P 500 and Nasdaq both jump to fresh record highs, but pull back quickly as U.S.-Canada trade discussions screech to a halt. Plus Big bank stress test results, Nike's best day since 2021, and Trump-Powell tensions run high, as Wall Street buzzes with potential for the president to name a Fed successor early. Fast Money Disclaimer

Consumer spending declined with the sharpest drop of the year, signaling economic uncertainty is starting to weigh on households. With inflation still tame and personal income falling, pressure is mounting on the Fed to cut rates soon. Fed officials, including Neel Kashkari, are now pointing to September as a likely starting point, while warning tariffs could still spark delayed inflation. Investors are watching closely for any signs the Fed will act sooner. Learn more about your ad choices. Visit megaphone.fm/adchoices

David Faber and Jim Cramer covered all of the bases on a historic day for the stock market: The S&P 500 and Nasdaq each set new all-time highs. Hear what Cramer had to say about skyrocketing stocks and how younger investors are approaching this market. The anchors reacted to Nike shares soaring on quarterly results and guidance, as CEO Elliott hill implements the company's turnaround plan. The Fed's preferred inflation gauge also in the spotlight -- Core PCE for May came in a bit hotter than expected. Squawk on the Street Disclaimer

In a recent BlackRock survey of registered voters, more than 75% of retirees said they wished they had saved more money for retirement. And with the recent passage of the SECURE 2.0 Act now in effect, opening up new opportunities for savers, investors are considering how to save and build wealth for the future. Shoring up emergency savings is protective of retirement savings, according to research by The BlackRock Foundation. So how can investors ensure they're pulling all the levers at their disposal to retire on their own terms?Rob Crothers, Head of U.S. Retirement for BlackRock, will discuss the current state of the retirement landscape and help us unpack a toolkit for retirement savers that's been proposed by the Bipartisan Policy Center and how investors and employers can plan for the future.Key moments in this episode:00:00 Introduction: The Importance of Saving for Retirement00:17 Exploring the SECURE 2.0 Act and Retirement Universals02:01 Current Retirement Landscape and Policy Changes04:06 BlackRock's D.C. Retirement Summit and Key Recommendations06:28 Mechanisms for Better Saving Behavior11:40 Encouraging Early Financial Education14:24 Market Volatility and Long-Term Saving Strategies16:50 Actionable Retirement Considerations18:18 Conclusion and Upcoming TopicsCheck out this playlist on investing for retirement here: https://open.spotify.com/playlist/08Fx1iZaBwLclqpswIbjUq

Anybody who voted for Biden is an idiot disruptor.Anybody who supports Democrats or their insane policies are idiot disruptors.Antifa, BLM (pretty much useless at this point), NGOs, Leftist academics, most of the Fed government, almost all of DC, the media, social media, the LGBTQ movement, the Women's Movement have all been exposed.Liars, hoaxers, virtue-signalers, anti-American, anti-child, anti-woman, anti-man, anti-Christian, anti-God…pretenders. Frauds. They hate for no reason. They hate Trump, but couldn't give you a valid reason if you put a gun to their heads. They hate us for supporting Trump, because they foment hate. They froth at the mouth with hate. No logic, no reasoning ability, just idiotic. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

 The U.S. administration says there's no known intelligence that Iran moved its enriched uranium before strikes last week. We look at some of the hurdles Congress will face to pass U.S. President Donald Trump's tax bill by the July 4th holiday. Investors worry about a "shadow" Fed chair. And Venice gets ready for Jeff Bezos' wedding extravaganza.   Sign up for the Reuters Econ World newsletter here. Listen to the Reuters Econ World podcast here. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices

MRKT Matrix - Friday, June 27th S&P 500 turns negative, retreats from record after Trump ends Canada trade talks (CNBC) Core inflation rate rose to 2.7% in May, more than expected, Fed's preferred gauge shows (CNBC) US Consumer Spending Drops in May, Price Pressures Remain Muted (Bloomberg) US Consumer Sentiment Climbs as Inflation Expectations Improve (Bloomberg) Fed's Kashkari Sees Two Rate Cuts This Year Amid Tariff Unknowns (Bloomberg) China confirms details of U.S. trade deal (CNBC) Treasury Deal Kills ‘Revenge Tax' That Spooked Wall Street (Bloomberg) It's a New Era for Capital One. Amex and Chase Are in Its Sights. (WSJ) Microsoft's AI Chip Effort Falls Behind (The Information) Uber in Talks With Its Founder, Travis Kalanick, to Fund Self-Driving Car Deal (NYTimes) -- Subscribe to our newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://riskreversalmedia.beehiiv.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

Discord Channel: https://discord.gg/GBsBRd2wYG Here's what we'll cover this week:

Are annuities always a bad deal? Not so fast. In today's episode, Richard Rosso & Jonathan McCarty tackle the myths and misconceptions around annuities. From income guarantees to tax-deferred growth, find out how annuities can actually support your retirement strategy—if used the right way. Jonathan shares his changed life as a new father, and a discussion of investor confirmation bias, who's likely to be the replacement for Jerome Powell, and the Shado Fed, tariffs, inflation, and political bias in investing. Rich and Jonathan address the growing impact of AI on the labor market and the velocity of AI. The concept of annuities and life expectancy: How AI can extend your life. Rich's insight to the Texas State Fair and an intriguing business opportunity; Texas History and good music; spending in retirement with stable-income vs variable-income sources. Why most annuities are sold and not planned for. The job of a financial advisor is to be unbiased; origins of the retirement crisis without pensions. SEG-1: Daddy Duty & Investor Confirmation Bias SEG-2: The Velocity of AI in Financial Planning SEG-3: Retirement Spending w Stable vs Variable Income SEG-4: Why Annuities Get a Bad Rap Director of Financial Planning, Richard Rosso, CFP, w Senior Financial Advisor, Jonathan McCarty, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=QvoAQJShFsU&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Articles mentioned in this show: "Iran Struck By U.S.: Markets, Risk, and Rational Investing" https://realinvestmentadvice.com/resources/blog/iran-stuck-by-u-s-markets-risk-and-rational-investing/ "The Dollar's Death Is Greatly Exaggerated" https://realinvestmentadvice.com/resources/blog/the-dollars-death-is-greatly-exaggerated/ "Oil Price Rise, Not Tariffs, Will Cause CPI To Tick Up" https://realinvestmentadvice.com/resources/blog/oil-price-rise-not-tariffs-will-cause-cpi-to-tick-up/ "The Iran-Israel Conflict And The Likely Impact On The Market" https://realinvestmentadvice.com/resources/blog/the-iran-israel-conflict-and-the-likely-impact-on-the-market/ ------- The latest installment of our new feature, Before the Bell, "What Oil Prices Are Saying About the Economy," is here: https://www.youtube.com/watch?v=jiMvWO2ZDX8&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "The Fed's Next Mistake," https://www.youtube.com/watch?v=fZ-J2YfNC5w&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s ------- Register for our next live webinar, "Financial Independence Candid Coffee," June 28, 2025: https://streamyard.com/watch/BUr4UuRVt6Uj ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #AnnuitiesExplained #RetirementPlanning #InvestSmart #AnnuityEducation #SmartInvesting #MarketVolatility #InvestingAdvice #Money #Investing

On today's episode, Editor in Chief Sarah Wheeler talks with Lead Analyst Logan Mohtashami about Trump initiating the shadow Fed president, as well as Morgan Stanley calling for 7 rate cuts in 2026 — and what it all means for mortgage rates. Related to this episode: Trump initiates plan to install a shadow Fed president | HousingWire ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠HousingWire | YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠More info about HousingWire⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Enjoy the episode! 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 stories. Hosted and produced by the HousingWire Content Studio. Learn more about your ad choices. Visit megaphone.fm/adchoices

Marvin Barth is the creator of Thematic Markets and ‘Seriously, Marvin?!' Thematic Markets is rigorous, institutional-quality research aimed at market professionals, while Seriously, Marvin?! presents more accessible takes on contrarian musings Marvin does not have time to research at Thematic Markets. Both publications benefit from the uniquely broad perspective on the global political economy Marvin has gained from a three-decade career spanning nearly every asset class, academia, central banking, a finance ministry, and international institutions. This includes working at Barclays Investment Bank, Citi, the Federal Reserve Board, the US Treasury Department, and the Bank for International Settlements. In this podcast we discuss working at the Fed and what made Greenspan good, historical context for Trump revolution, core MAGA policies, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

RenMac discusses the case to be made for the next Fed chair, the latest on crude oil, the Middle East, July's seasonal strength, the perceived disconnect between markets and the economy and the reality of that perception, along with a suggested golf handicap adjustment.

In this live Forward Guidance Roundup, we discuss geopolitics and the “peace dividend” theory from Pippa Malmgren, potential Fed regime shifts toward fiscal dominance, Trump's pressure on FOMC board members, and the effects of tariffs and buybacks on equities. We also explore the implications of a weakening dollar, capital flows out of the U.S., and how AI and crypto could reshape wealth creation and ownership in the coming decade. Enjoy! — Follow Tyler: https://x.com/Tyler_Neville_ Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance — Echo Protocol is the first Bitcoin liquid re-staking and yield layer on MoveVM. As the second-largest protocol on Aptos by TVL, Echo secures nearly half of the network's bridged assets with ~$270M in aBTC minted. https://www.echo-protocol.xyz/ — Timestamps: 00:00 Intro 01:10 Geopolitical Framework 05:00 Biggest Story in Markets 08:22 Flows vs Fundamentals 13:33 Moving Toward Fiscal Dominance 16:39 Housing, Labor, & the Wealth Gap 20:12 The Dollar Decline & RoW Assets 27:15 Investing in the RIght Themes 30:02 Potential Currency Accord 34:31 Tariffs, AI, & Labor — Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #Macro #Investing #Markets #ForwardGuidance

Dustin Reid, chief strategist for fixed income at Mackenzie Investments, says he expects the Federal Reserve to hold off on rate cuts in July, but to be moved into making a double cut — half a percent — in September, and worries that the central bank may be waiting too long to act, as the labor market is starting to show some cracks. Reid said a bigger cut might be taken as a positive by the market if inflation hasn't spiked, labor markets are slow but steady and the action suggests that the Fed is trying to stay ahead of the action. That action and uncertainty has Reid favoring intermediate bonds now, with two- to five-year maturities. John Kosar, chief market strategist at Asbury Research, says he is risk-on right now, being fully invested and continuing to ride the wave that started churning after the stock market bottomed out in April. Kosar acknowledges that the market's rebound has been fast and big, and so he's expecting a reversion to the mean that would push him to a risk-off position, ahead of what he considers a foreseeable market tumble. Plus, in The NAVigator segment, Mike Schueller — co-manager of the Allspring Income Opportunities fund — says he foresees a "muddle-through economy," which is actually a good environment for high-yield bonds, which face little default risk at a point where recession has "receded into the background."

S&P Futures are moving higher this morning mainly due to optimism on trade negations. U.S. trade deal which as previously announced, has been signed. The White House indicates that extensions are possible on the upcoming tariff deadlines. Commerce Secretary Lutnick indicated that 10 new trade deals are set to be announced soon. Banks are on watch today as the Fed will be releasing stress test results after the bell. On the economic calendar is the PCE data and also a report on consumer confidence. Nike shares are higher after its earnings release. PRGS to release earnings on Monday.

Mike Armstrong and Marc Fandetti discuss Fed driven bond rally stalling. Greg McBride, Bankrate Chief Financial Analyst, joins the show to chat about American recognizing but unable to act upon poor emergency savings. Student loan borrowers face ‘default cliff' as late payments climb, report finds. Ted Cruz has a solution to fix the Fed. Paul LaMonica, Barron's, stops by to talk about Constellation Brands.

Investors are growing increasingly confident that the Federal Reserve will cut interest rates by the end of the year, as labor market data has shown signs of cooling in recent weeks.~This episode is sponsored by Tangem~Tangem ➜ https://bit.ly/TangemPBNUse Code: "PBN" for Additional Discounts!00:00 Intro00:13 Sponsor: Tangem00:50 88% Chance01:16 Replacement this summer01:46 FOX: Should Trump be allowed to fire the Fed Chair03:34 Who should Trump choose?03:50 Fed Gov. Waller04:43 Elizabeth Warren: It's Trump not Powell06:33 Powell's approval rating07:00 GDP08:08 CNBC: How should you invest in this market10:05 Foreign investors10:30 Judge denies XRP case10:55 Polymarket x TIME11:30 ETH Conference13:00 USDG13:15 Outro#Crypto #Bitcoin #federalreserve ~Fed Rate Cut Chances Rising

Kathy Jones with Charles Schwab believes markets are euphoric after the Israel and Iran conflict cooled from the worst-case scenario. However, she sees tensions lasting with tariffs, inflation, and unseen impacts from the "big, beautiful bill." Kathy adds that this will all affect the Fed's path forward on interest rates. She currently expects to see a rate cut in September. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

The latest core PCE price index showed a 2.7% increase, higher than Wall Street estimates. Kevin Hincks says investors aren't reacting too harshly to the numbers as members of the Fed target a potential interest rate cut in September. He notes the trade deal framework between the U.S. and China acting as a bullish buffer to that print.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/

Morning Movers kicks off the day with Scott Bauer (@prospertradingacademy) and his thoughts on markets inching towards all-time highs, the Russell 2000 reconstitution and PCE data. All combined, he thinks it will be a "big trading day" and makes the case that it is a "perfect time" for buying upside VIX calls, with volatility still "too cheap" in his opinion. Scott discusses the ripple effects of U.S. and China confirming details of a trade deal. Later, he doesn't think May PCE data will push the Fed to do anything in July, but he does say if there's an uptick in inflation data it could give Powell and Fed members more pause.======== 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

We published our midyear outlook this week, highlighting expectations for a significant stagflationary shift in 2H25 and our limited confidence in forecasting the magnitude of this shift. We expect global GDP growth to fall well below potential, while the US tariff shock is expected to increase overall global inflation. Despite the uncertainty, we are observing a shift in market signals away from the narrative of weaker growth and rising inflation. One key message from the markets is a growing conviction in the likelihood of near-term Fed easing. We see the risk of a September easing as high, contingent upon further evidence of softening in the US labor markets.   Speakers: Bruce Kasman Joseph Lupton   This podcast was recorded on 27 June 2025. This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

The podcast where politics gets personal and the news gets nuanced Buckle up for a wild ride through the political tornado that is 2025! From Supreme Court decisions that'll make your head spin to AI models plotting corporate coups, we're breaking down the news that actually matters to your daily life. This Episode's Highlights: Supreme Court Shakeup: Tennessee's trans care ban, Planned Parenthood funding cuts, and deportation policies that have everyone talking Iran Drama: "Operation Midnight Hammer" sounds like a Marvel movie, but the constitutional crisis is very real NYC Mayoral Madness: How a 33-year-old socialist just demolished Andrew Cuomo's comeback dreams AI Gone Rogue: Why your future robot overlords are already practicing corporate blackmail Tesla's Traffic Violations: Autonomous cars breaking the law? It's not a bug, it's a feature! Deep Dive Special: The incredible upset victory of Zohran Mamdani - from rap producer to potential NYC mayor. We're breaking down how a millennial with a TikTok game changed everything and what his $30 minimum wage plan actually means for regular people. Plus: Immigration detention centers with actual alligators, the Fed vs. Trump Twitter beef, and why your local grocery store might soon be government-owned. Perfect for: Political junkies who want their news without the fluff, young voters trying to make sense of the chaos, and anyone who thinks politics should actually relate to real life. New episodes drop weekly - because honestly, that's about how long it takes for the next scandal to break. Subscribe now and join the conversation that's equal parts exhausting and essential.https://linktr.ee/purplepoliticalbreakdown

ทรัมป์กำลังสร้างตำแหน่ง ‘ประธานเงา Fed' หวังลดอำนาจพาวเวลล์ ฉุดดอลลาร์อ่อนค่าหนักสุดในรอบ 3 ปี รายละเอียดเป็นอย่างไร วิเคราะห์แนวโน้มค่าเงินบาท และปัจจัยที่กระทบตลาดเงิน พูดคุยกับ แพททริก ปูเลีย รองผู้จัดการใหญ่ Head of Financial Markets Function และ Head of Private Banking Relationship Management ธนาคารไทยพาณิชย์

Each week, Nicole breaks down the biggest headlines on Wall Street and how they're affected your wallet. Today she covers: the real and fake Fed headlines, good news on real estate and why Nippon Steal's acquisition of U.S. Steel matters.

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 PictureThe [CB] system is an illusion, they created the system so any move to remove jobs from Gov, or give tax breaks would show up in the data the opposite way. The illusion is being exposed. The Fed is being exposed, it is a political organization inline with the [DS].  Trump is exposes and obliterating the [DS] system WW. He is stopping the state funded terrorist, wars and the funding or wars. The [DS] has lost their grip and now they are panicking. Trump need the BBB passed, the RINOS are trying to use an unelected Senate Parliamentary to cover for them because they do not want it passed. The people are seeing how they manipulate it all. Trump sends a message, justice is coming.   Economy https://twitter.com/CynicalPublius/status/1938272159274602543  that federal spending is calculated as part of the Department of Commerce's GDP calculations. (See screenshot below.) Again, I'm no expert in this field, but common sense suggests that a massive cut in federal spending would result in a decline in GDP per the rigged statistics, while in reality the economy is actually growing under a logical set of metrics. (And also growing due to throwing off the shackles of government spending, which in reality produces nothing of value.) Now one would think an actual "journalist" might seek to address these points in the article, but ABC did not. Probably because they are not actual journalists and instead are propagandists looking to scare citizens and make them hate Trump. https://twitter.com/KobeissiLetter/status/1938291119483224102  tariffs on Chinese imports remain in effect 4. Global 10% baseline tariffs remains in effect The S&P 500 is now ~1,200 points higher than it was on April 9th, when the 90-day pause was announced. The trade war will soon take the spotlight again. (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/KobeissiLetter/status/1938277830141288618   ~5 percentage points, to a record 6.8%. This trend accelerated in 2022, and since then, gold's share of Chinese reserves has doubled. Over this time, China has acquired ~200 tonnes of gold. Gold is more desired than ever. https://twitter.com/WallStreetMav/status/1937771491782795408 https://twitter.com/grok/status/1937773576360452372  but gold's price surged, outpacing wages. However, using CPI adjustments, real income shows growth, indicating better living standards for daily goods. Gold-based metrics emphasize long-term value loss, while CPI reflects everyday costs. The decline is real but depends on the metric; both views have merit. Data pre-1953 is less reliable, adding uncertainty. https://twitter.com/dogeai_gov/status/1937928244843405450  which forced China to slash tariffs from 125% to 10% after months of pressure. The Fed's job is stability, not undermining strategic wins. Powell's incompetence isn't just costly—it's deliberate. Time to replace him with someone who puts America First, not bureaucratic self-preservation. The facts behind Powell's failures and the real impact on American families are laid bare here:  https://twitter.com/joshdcaplan/status/1938290462517010833   Political/Rights https://twitter.com/JesseKellyDC/status/1938251832226406449 https://twitter.

Bob is the created and owner of Trade Genius Academy. Bob also does a podcast on YouTube which is called Trade Genius. Bob begins the conversation talking  about how fuel prices did not rise when the event was happening with Iran. Oil actually dropped in price. The Federal Reserve has no proven the world they are not independent they are in line with the [DS] players. Bitcoin was created to challenge the fiat system and soon the people will see that the fiat system does not benefit the people. Gold will be revalued and it will destroy the Fed.

A.M. Edition for June 26. The dollar sags on news President Trump could name his pick to replace Fed chair Jerome Powell almost a year before his term ends. WSJ finance editor Alex Frangos explains how markets might view such a move. Plus, a new vaccine panel selected by Robert F. Kennedy Jr. starts re-examining shot advice for kids. And WSJ reporter Chelsey Dulaney details how Ireland's pharma dominance has put it in Trump's tariff crosshairs. Luke Vargas hosts.  Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Will innovations from the Paris Air Show be enough to lift airlines to new heights? Tim Beyers and Lou Whiteman discuss: - More AI-fueled earnings from Micron and changes at the Fed? - The Paris Air Show's big reveals - Debating the better stock: Boeing or Airbus? Tickers: Companies discussed: BA, EADSY, MU, RYCEY, TXT Host: Tim Beyers Guests: Lou Whiteman Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Our Global Head of Macro Strategy Matt Hornbach and U.S. Economist Michael Gapen assess the Fed's path forward in light of inflation and a weaker economy, and the likely market outcomes.Read more insights from Morgan Stanley.----- Transcript -----Matt Hornbach: Welcome to Thoughts on the Market. I'm Matthew Hornbach, Global Head of Macro Strategy. Michael Gapen: And I'm Michael Gapen, Morgan Stanley's Chief U.S. Economist. Matt Hornbach: Today we're discussing the outcome of the June Federal Open Market Committee meeting and our expectations for rates, inflation, and the U.S. dollar from here. It's Thursday, June 26th at 10am in New York. Matt Hornbach: Mike, the Federal Reserve decided to hold the federal funds rate steady, remaining within its target range of 4.25 to 4.5 percent. It still anticipates two rate cuts by the end of 2025; but participants adjusted their projections further out suggesting fewer cuts in 2026 and 2027. You, on the other hand, continue to think the Fed will stay on hold for the rest of this year, with a lot of cuts to follow in 2026. What specifically is behind your view, and are there any underappreciated dynamics here? Michael Gapen: So, we've been highlighting three reasons why we think the Fed will cut late but cut more. The first is tariffs introduce differential timing effects on the economy. They tend to push inflation higher in the near term and they weaken consumer spending with a lag. If tariffs act as a tax on consumption, that tax is applied by pushing prices higher – and then only subsequently do consumers spend less because they have less real income to spend. So, we think the Fed will be seeing more inflation first before it sees the weaker labor market later. The second part of our story is immigration. Immigration controls mean it's likely to be much harder to push the unemployment rate higher. That's because when we go from about 3 million immigrants per year down to about 300,000 – that means much lower growth in the labor force. So even if the economy does slow and labor demand moderates, the unemployment rate is likely to remain low. So again, that's similar to the tariff story where the Fed's likely to see more inflation now before it sees a weaker labor market later. And third, we don't really expect a big impulse from fiscal policy. The bill that's passed the house and is sitting in the Senate, we'll see where that ultimately ends up. But the details that we have in hand today about those bills don't lead us to believe that we'll have a big impulse or a big boost to growth from fiscal policy next year. So, in total the Fed will see a lot of inflation in the near term and a weaker economy as we move into 2026. So, the Fed will be waiting to ensure that that inflation impulse is indeed transitory, but a Fed that cuts late will ultimately end up cutting more. So we don't have rate hikes this year, Matt, as you noted. But we do have 175 basis points in rate cuts next year. Matt Hornbach: So, Mike, looking through the transcript of the press conference, the word tariffs was used almost 30 times. What does the Fed's messaging say to you about its expectations around tariffs? Michael Gapen: Yeah, so it does look like in this meeting, participants did take a stand that tariffs were going to be higher, and they likely proceeded under the assumption of about a 14 percent effective tariff rate. So, I think you can see three imprints that tariffs have on their forecast.First, they're saying that inflation moves higher, and in the press conference Powell said explicitly that the Fed thinks inflation will be moving higher over the summer months. And they revised their headline and core PCE forecast higher to about 3 percent and 3.1 percent – significant upward revisions from where they had things earlier in the year in March before tariffs became clear. The second component here is the Fed thinks any inflation story will be transitory. Famous last words, of course. But the Fed forecast that inflation will fall back towards the 2 percent target in 2026 and 2027; so near-term impulse that fades over time. And third, the Fed sees tariffs as slowing economic growth. The Fed revised lower its outlook for growth in real GDP this year. So, in some [way], by incorporating tariffs and putting such a significant imprint on the forecast, the Fed's outlook has actually moved more in the direction of our own forecast. Matt Hornbach: I'd like to stay on the topic of geopolitics. In contrast to the word tariffs, the words Middle East only was mentioned three times during the press conference. With the weekend events there, investor concerns are growing about a spike in oil prices. How do you think the Fed will think about any supply-driven rise in energy, commodity prices here? Michael Gapen: Yeah, I think the Fed will view this as another element that suggests slower growth and stickier inflation. I think it will reinforce the Fed's view of what tariffs and immigration controls do to the outlook. Because historically when we look at shocks to oil prices in the U.S.; if you get about a 10 percent rise in oil prices from here, like another $10 increase in oil prices; history would suggest that will move headline inflation higher because it gets passed directly into retail gasoline prices. So maybe a 30 to 40 basis point increase in a year-on-year rate of inflation. But the evidence also suggests very limited second round effects, and almost no change in core inflation. So, you get a boost to headline inflation, but no persistence elements – very similar to what the Fed thinks tariffs will do. And of course, the higher cost of gasoline will eat into consumer purchasing power. So, on that, I think it's another force that suggests a slower growth, stickier inflation outlook is likely to prevail.Okay Matt, you've had me on the hot seat. Now it's your turn. How do you think about the market pricing of the Fed's policy path from here? It certainly seems to conflict with how I'm thinking about the most likely path. Matt Hornbach: So, when we look at market prices, we have to remember that they are representing an average path across all various paths that different investors might think are more likely than not. So, the market price today, has about 100 basis points of cuts by the end of 2026. That contrasts both with your path in terms of magnitude. You are forecasting 175 basis points of rate cuts; the market is only pricing in 100. But also, the market pricing contrasts with your policy path in that the market does have some rate cuts in the price for this year, whereas your most likely path does not. So that's how I look at the market price. You know, the question then becomes, where does it go to from here? And that's something that we ultimately are incorporating into our forecasts for the level of Treasury yields. Michael Gapen: Right. So, turning to that, so moving a little further out the curve into those longer dated Treasury yields. What do you think about those? Your forecast suggests lower yields over the next year and a half. When do you think that process starts to play out? Matt Hornbach: So, in our projections, we have Treasury yields moving lower, really beginning in the fourth quarter of this year. And that is to align with the timing of when you see the Fed beginning to lower rates, which is in the first quarter of next year. So, market prices tend to get ahead of different policy actions, and we expect that to remain the case this year as well. As we approach the end of the year, we are expecting Treasury yields to begin falling more precipitously than they have over recent months. But what are the risks around that projection? In our view, the risks are that this process starts earlier rather than later. In other words, where we have most conviction in our projections is in the direction of travel for Treasury yields as opposed to the timing of exactly when they begin to fall. So, we are recommending that investors begin gearing up for lower Treasury yields even today. But in our projections, you'll see our numbers really begin to fall in the fourth quarter of the year, such that the 10-year Treasury yield ends this year around 4 percent, and it ends 2026 closer to 3 percent. Michael Gapen: And these days it's really impossible to talk about movements in Treasury yields without thinking about the U.S. dollar. So how are you thinking about the dollar amidst the conflict in the Middle East and your outlook for Treasury yields? Matt Hornbach: So, we are projecting the U.S. dollar will depreciate another 10 percent over the next 12 to 18 months. That's coming on the back of a pretty dramatic decline in the value of the dollar in the first six months of this year, where it also declined by about 10 percent in terms of its value against other currencies. So, we are expecting a continued depreciation, and the conflict in the Middle East and what it may end up doing to the energy complex is a key risk to our view that the dollar will continue to depreciate, if we end up seeing a dramatic rise in crude oil prices. That rise would end up benefiting countries, and the currencies of those countries who are net exporters of oil; and may end up hurting the countries and the currencies of the countries that are net importers of oil. The good news is that the United States doesn't really import a lot of oil these days, but neither is it a large net exporter either.So, the U.S. in some sense turns out to be a bit of a neutral party in this particular issue. But if we see a rise in energy prices that could benefit other currencies more than it benefits the U.S. dollar. And therefore, we could see a temporary reprieve in the dollar's depreciation, which would then push our forecast perhaps a little bit further into the future. So, with that, Mike, thanks for taking the time to talk. Michael Gapen: It's great speaking with you, Matt. Matt Hornbach: And thanks for listening. If you enjoy thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.

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

Federal Reserve Chair Jerome Powell spent two days testifying before Congress, facing questions on inflation, tariffs, political pressure from President Trump, and the future of rate cuts. Meanwhile, the Fed proposes loosening a key capital rule for big banks. We break down the highlights—and what investors should watch next. Learn more about your ad choices. Visit megaphone.fm/adchoices

President Trump continues to pressure Fed Chair Jay Powell to lower interest rates. Sen. Elizabeth Warren (D-Mass.) reacts to Powell's testimony and the Fed's next move. Warren discusses the impact of tariffs on inflation and the state of the Democratic Party. Meanwhile, Health Secretary Robert F. Kennedy Jr.'s revamped vaccine panel has begun reviewing long-approved U.S. vaccines. Former FDA Commissioner Dr. Scott Gottlieb shares his thoughts on the CDC's new advisory board and the future of vaccine policy. Plus, the latest on President Trump's legal battle with Paramount and are crypto mortgages in our future? Sen. Elizabeth Warren - 16:28Dr. Scott Gottlieb - 35:16 Sen. Elizabeth Warren, @SenWarrenDr. Scott Gottlieb, @ScottGottliebMDBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkZach Vallese, @zachvallese

Jun 26, 2025 – In a world rattled by tariffs, geopolitical tensions, and volatile oil prices, how close are we to another market peak—and what comes next? Kurt Kallaus at ExecSpec.net sees low recession risk, supported by subdued oil prices and fading...

Tom Bodrovics welcomes back Don Durrett, author, investor, and founder of GoldStockData.com, to delve into the current state of the gold and silver markets, the broader economy, and what investors should watch for in the coming months. Don begins by noting that gold has been in a bull market since late 2019, with a significant breakout in March 2024. Despite the recent surge, he believes the bull market in mining stocks is still in its early stages, with higher lows signaling a potential breakout. However, he cautions that sentiment remains weak, partly due to the strong performance of the stock market, which has overshadowed gold. Drawing parallels to the 1970s, Don explains that gold and miners typically perform well during periods of economic uncertainty or when the stock market falters, a scenario he sees as increasingly likely. Don shifts to the macroeconomic landscape, highlighting the unsustainable U.S. budget deficit, which is approaching $2 trillion annually, and the need to roll over $7 trillion in debt this year. He warns that the debt burden, combined with declining foreign purchases of U.S. Treasuries, could lead to higher interest rates and inflation. Don predicts a looming recession, driven by factors like weakening full-time employment, a housing bubble, and the inflationary impact of tariffs, particularly if President Trump follows through with significant tariff increases on July 9th. He believes these tariffs could exacerbate economic weakness, leading to a prolonged downturn reminiscent of Japan's "lost decade" in the 1990s, where monetary policy failed to revive growth. Discussing gold and silver, Don emphasizes that their bull markets are tied to economic instability and a potential "fear trade," where investors shift away from equities and into safe-haven assets. He notes that silver, currently undervalued relative to gold, could see a surge in demand, particularly if shortages emerge. Don also touches on Mexico's mining policies under President Claudia Sheinbaum, which could restrict new mining concessions, though he doesn't see this as a major near-term threat to silver supply. He concludes by urging investors to focus on the long-term potential of gold and silver, particularly as the U.S. economy faces mounting challenges. Timestamps:00:00:00 - Introduction00:01:06 - Mkt. Forecast 2025/202600:04:50 - Metals - Wall of Worry00:09:13 - The Macro Picture00:19:38 - U.S. Short-Term Debt00:31:08 - Trump, The Fed & Powell00:38:55 - Oil & U.S. Recession00:41:00 - T-Bills, Dollar & Game Theory00:53:20 - A Silver Bull Trap?01:04:16 - New Era for Metals01:05:55 - PM Shortages Coming?01:07:10 - Mexican Silver Permitting01:15:05 - Wrap Up Guest Links:X: https://x.com/DonDurrettWebsite: https://www.goldstockdata.comSubstack: https://dondurrett.substack.comAmazon Books: https://www.amazon.com.mx/How-Invest-Gold-Silver-Complete/dp/1427650241Blog Posts: https://seekingalpha.com/author/don-durrett#regular_articlesYouTube: https://www.youtube.com/user/Newager23 Don Durrett received an MBA from California State University Bakersfield in 1990. He has worked in IT-related positions for 20+ years. He has been a gold investor since 1991, with a focus on Junior Mining stocks since 2004. Realizing the value of investing in gold and silver and noticing the lack of available material for first-time investors, Don set out to provide information. First, he wrote a book, How to Invest in Gold & Silver: A Complete Guide with a Focus on Mining Stocks. He followed up the book with a website (www.goldstockdata.com) to provide data, tools, and analysis for gold and silver stock investors. His gold and silver mining stock newsletter is widely regarded as one of the best. He is a frequent guest on financial podcasts and a contributor to SeekingAlpha.com.

Mohamed El-Erian says it's getting harder to believe the Fed is apolitical. President Trump's mega bill hits a snag in the Senate. Plus, what  Zohran Mamdani's NYC primary win means for regional banks. 

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 Picture The Federal Reserve says we know longer need illegals in the country to keep it operational, technology has advance where do not have anything. Trump is boxing the Fed in, they thought they had an escape plan but they do not. BIS panics over stablecoins, the end is near. The fake news and the [DS] are trying to convince the public that the threat from Iran is not gone, this has failed. UN IAEA is reporting that uranium is missing, sum of all fears? Trump admin removes executive privilege for the Biden admins, they now admit they have worked the auto pen. Kash discovers that the FBI (Wray) buried election interference. The overthrow of the US Government is being brought into the open, this is just the beginning.   Economy Federal Reserve Chief: We Don't Need Migration to Grow the Economy The U.S. can continue to grow the national economy via greater productivity among American workers, even when migration is cut back, Federal Reserve Chairman Jerome Powell told a House hearing on Tuesday. But the alternative to migration is that employers can grow their employees' productivity via investments in technology, Powell responded. “A big increase in productivity … would mean we don't need as many [migrant] workers,” he said. But growth by productivity takes time and effort, Powell warned: With productivity-enhancing things, they typically take longer to be implemented, and then it takes a while for the gains to be shown. I think in the case of artificial intelligence, those gains are coming, but they may take longer or be less in the beginning than expected. Source: breitbart.com (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/EricLDaugh/status/1937883395918328003   - just because he doesn't want to lower the rate!" "If there's inflation in 2 or 3 years, you raise the rate! [...] But he's probably a very political guy." https://twitter.com/MichaelAArouet/status/1937603472091656458 https://twitter.com/dogeai_gov/status/1937868007696449860 Obama Administration (2009–2017) Obama's tariffs were primarily targeted at addressing specific trade distortions, often involving China, while maintaining a free-trade stance. Key actions include: Chinese Tires (2009–2012): Imposed a three-year safeguard tariff under Section 421 of the Trade Act on car and light truck tires from China, starting at 35% (plus 4% existing duty), reducing to 30% and 25% in subsequent years. Aimed to counter a surge in imports harming U.S. producers; credited with saving ~1,200 jobs but cost consumers $1.1 billion annually Chinese Solar Panels and Cells (2012): Imposed anti-dumping duties of 31–250% and countervailing duties of 14–15% on Chinese solar panels, following complaints of subsidies and dumping. These tariffs shifted imports to other countries (e.g., Taiwan) but raised solar installation costs. Chinese Steel Products (2008–2012): Imposed AD/CVD tariffs on 22 Chinese products, including steel wire, pipes, and sheets, with duties ranging from 20–100%. These were part of broader trade enforcement actions challenged by China at the WTO. Other AD/CVD Actions: Approximately 15 anti-dumping case...

Austan Goolsbee is one of Tyler Cowen's favorite economists—not because they always agree, but because Goolsbee embodies what it means to think like an economist. Whether he's analyzing productivity slowdowns in the construction sector, exploring the impact of taxes on digital commerce, or poking holes in overconfident macro narratives, Goolsbee is consistently sharp, skeptical, and curious. A longtime professor at the University of Chicago's Booth School and former chair of the Council of Economic Advisers under President Obama, Goolsbee now brings that intellectual discipline—and a healthy dose of humor—to his role as president of the Federal Reserve Bank of Chicago. Tyler and Austan explore what theoretical frameworks Goolsbee uses for understanding inflation, why he's skeptical of monetary policy rules, whether post-pandemic inflation was mostly from the demand or supply side, the proliferation of stablecoins and shadow banking, housing prices and construction productivity, how microeconomic principles apply to managing a regional Fed bank, whether the structure of the Federal Reserve system should change, AI's role in banking supervision and economic forecasting, stablecoins and CBDCs, AI's productivity potential over the coming decades, his secret to beating Ted Cruz in college debates, and more. Read a full transcript enhanced with helpful links, or watch the full video on the new dedicated Conversations with Tyler channel. Recorded March 3rd, 2025. Help keep the show ad free by donating today! Other ways to connect Follow us on X and Instagram Follow Tyler on X Follow Austan on X Sign up for our newsletter Join our Discord Email us: cowenconvos@mercatus.gmu.edu Learn more about Conversations with Tyler and other Mercatus Center podcasts here.

As tensions flare between Iran and Israel, investors are watching oil, gold, and, of course, crypto. In this episode of Bits + Bips, the panel digs into the market response to war risk, the chances the Fed will actually cut rates, and how Circle's IPO is being treated more like a meme stock than a fintech play. Plus: Why Scaramucci says we're all living in a surveillance state  Whether stablecoins are being kneecapped by U.S. regulation  When altcoin ETFs are coming And what BlackRock's Larry Fink secretly told Scaramucci about Bitcoin in 2021

In this week's Money Moves, Matty A and Mr. Breedwell are back together to break down the biggest market, geopolitical, and real estate headlines shaping the second half of 2025. From Trump's tariff war to Powell's rate pause, the guys unpack what's driving inflation, whether we'll get the cuts the market is begging for, and why risk tolerance is changing in a desensitized, crypto-gambling, TikTok-trading generation.They also touch on record-breaking housing inventory gaps, AI unicorn mania, Tesla vs. Waymo, and what the Iran-Israel ceasefire really means for oil and global volatility.This is a tactical, no-fluff conversation for investors who want to understand what's next—and profit from it.Timestamps:0:00 – Matty's back from Mexico and birthday shenanigans1:00 – CPI drops below 3%, so why are rates still high?3:15 – Powell's inflation warning and Fed rate cut hesitation5:00 – Breedwell leans toward cuts: “We need to re-stimulate lending”7:00 – US economy strength and market liquidity8:30 – Why Gen Z treats the stock market like DraftKings10:45 – Volatility isn't scary anymore—retail is here to play12:00 – Buy the dip: how to profit from war-driven market dips14:00 – Investing should be boring: Breedwell's boring but brilliant strategy16:00 – Powell's trigger-shyness and election-year avoidance18:30 – Trump's public feud with Powell and economic optics20:00 – Tariffs, borders, and bombs: a geopolitical chaos recap22:00 – Operation Midnight Hammer: Iran nuclear strike details24:00 – Media hypocrisy on military action under different presidents26:30 – Israel vs. Iran: ceasefire claims, risks, and trust issues29:00 – Strait of Hormuz shut down? What it really means for oil32:00 – Tesla vs. Waymo: Is there even a self-driving war?34:00 – AI bubble brewing? Unicorns, smoke, and future corpses36:30 – Google's Waymo problem and Apple's smart retreat38:00 – Crypto chaos: pump, dump, and ETF-driven dreams39:00 – Redfin report: record housing supply and demand gap41:00 – 75% of buyers sitting on the sidelines42:00 – DeSantis wants to kill property taxes in Florida42:45 – Bull or BS: Lightning Round (Rate Cuts, Bitcoin, CRE, and more)What You'll Learn:Why the Fed is hesitating despite sub-3% CPI numbersWhat Powell's inflation forecast actually signalsHow retail traders have shifted the market dynamic post-COVIDThe real risk (and opportunity) behind the Iran ceasefireWhy Breedwell is quietly loading up on U.S. equitiesThe ugly truth behind AI unicorn valuations and investor FOMOHow Tesla is crushing Waymo in the autonomous vehicle raceWhy the housing market is stuck in a standoff and what could spark a breakoutNotable Quotes:“It's easy to be successful in investing—people just make it hard.” – Mr. Breedwell “Retail investors aren't chickens anymore. They're not waiting to be slaughtered—they're squeezing the market.” – Mr. Breedwell “These are the windows where generational wealth gets made.” – Matty A “Waymo is five times the cost for a worse product. Tesla already won.” – Mr. BreedwellCalls-to-Action:Want a free portfolio x-ray? Text XRAY to 844.447.1555Want the best alternative investment deals? Text DEALS to 844.447.1555Follow Matty A for daily market insights: @officialmattyaFinal Thoughts:The market may be uncertain, but the opportunity is massive. If you're sitting on the sidelines waiting for the perfect signal, you're already late. Now's the time to get informed, stay sharp, and take action like the pros do.If you got value from today's show, leave us a review, subscribe, and share it with a friend who's trying to make smarter money moves.Episode 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 844-447-1555