Podcasts about Fed

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  • 4,258PODCASTS
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  • May 21, 2022LATEST

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Best podcasts about Fed

Show all podcasts related to fed

Latest podcast episodes about Fed

Real Vision Presents...
The Fed Will Sacrifice Investors To Beat Inflation

Real Vision Presents...

Play Episode Listen Later May 21, 2022 38:11


A surprise rate cut by the People's Bank of China boosted equity futures early Friday, and stocks did open higher. But any optimism the Federal Reserve would follow the PBoC's dovish example and not “hike until it hurts” faded before noon. "They are going to break inflation,” says Jim Bianco, “and if they break you along the way, so be it." The S&P 500 slipped into official “bear market” territory, and the Dow Jones Industrial Average is on track for its eighth consecutive down week, the longest such streak since 1923. Bianco, President of Bianco Research, joins Real Vision's Ash Bennington to talk about the implications of a hawkish Fed and the possibility of a global recession. And we hear from Dario Perkins about the “tangible” opportunity that may follow this period of slowing growth. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3wvTE24. Watch the full conversation between Dario Perkins and Raoul Pal here: https://rvtv.io/3wyGYYf. Learn more about your ad choices. Visit megaphone.fm/adchoices

Wintrust Business Lunch
Wintrust Business Lunch 5/20/22: Recession warning, bullish on business, and Brick of Chicago walking tours return

Wintrust Business Lunch

Play Episode Listen Later May 20, 2022


Segment 1: Michael Miller, Associate Professor of Economics at DePaul University, joins John to talk about the possibility of a recession, the housing market beginning to stall, inflation weighing heavily on consumer confidence, if the distribution of stimulus money led to inflation, and if the Fed waited too long to raise interest rates. Segment 2: Rebecca Ryan, Economist […]

HPS Macrocast
Macrocast: The Worst Of All Worlds

HPS Macrocast

Play Episode Listen Later May 20, 2022 33:15


Recession fears abound, and market volatility is up–but will inflation come down enough? In this edition of the Macrocast, Dennis DeBusschere, President and founder of 22V Research, joins guest host and HPS Managing Director Meghan Pennington and John and Brendan from Markets Policy Partners. The group discusses the latest turmoil in equity and crypto markets, where investors are pricing in recession concerns, even as doubt lingers about the Fed's capacity to rein in inflation.Read about 22V Research here.Read Markets Policy Partners' latest Five Minute Macro post here.

American Institute for Economic Research
Weekly Initial Claims Hit the Highest Level Since January By Robert Hughes

American Institute for Economic Research

Play Episode Listen Later May 20, 2022 3:35


“Weekly initial claims continue to trend slightly higher, but the low level still suggests a very tight labor market. The Russian invasion of Ukraine, lockdowns in China, sustained elevated price increases, and a new Fed tightening cycle remain risks to the outlook.” ~ Robert Hughes

Off the Chain
#971 Peter Schiff On Why We Are Officially In A Recession

Off the Chain

Play Episode Listen Later May 20, 2022 54:06


Peter Schiff is the Chief Economist & Global Strategist At Euro Pacific, the Chairman of Schiff Gold, and the Host of Schiff Radio. In this conversation, we discuss the macro economy, why we're already in a recession, what Peter would do if he was in charge at the Fed, and debate Gold vs. Bitcoin. ======================= Exodus is leading the world out of the traditional financial system by building beautiful and user-friendly blockchain products. With its focus on design and user experience, Exodus has become one of the most popular and loved cryptocurrency apps. It's supported on both desktop and mobile, allowing you to sync your wallet across multiple devices so you can have access to your funds anywhere. You can instantly exchange around 100 different cryptocurrencies straight from your wallet. Interactive charts let you view an asset's price history and your portfolio's performance over time. And maybe the best part, Exodus is integrated with the Trezor hardware wallet - making advanced security easy for everyone.  Visit exodus.com/pomp for your free download or search Exodus on the App Store or Playstore. ======================= Today's episode is sponsored by Abra. Based in California and backed by top VC firms, Abra is an all-in-one simple, secure app that allows you to trade over 110 cryptocurrencies, get 0% interest loans using your crypto as collateral and earn interest with up to 14% APY on stablecoins and 8.15% APY on Bitcoin.  Join nearly 2 million users by downloading Abra from the Google Play or Apple App store. If you download the app today, you will get $15 in free crypto once you fund your account.  You came, you invested — now conquer. ======================= DeFi Technologies represents what's next in the digital economy -- providing simplified, trusted access to crypto, decentralized finance and Web 3.0 investment opportunities. Institutions and investors can gain diversified, secure, compliant, and easily tradable access to a diversified set of industry-leading equity products and protocols, through a single stock purchase on a regulated exchange. Currently listed on U.S. (OTC: DEFTF) and Canadian (NEO:DEFI) exchanges. For more information or to subscribe to receive company updates and financial information, visit our website at http://defi.tech  =======================

Dear Doula
Lactation education is NOT formula shaming and why that matters right now

Dear Doula

Play Episode Listen Later May 20, 2022 27:16


In this episode of Dear Doula Brandi shares what people are getting very wrong about the formula shortage and an important topic that is being left out of this conversation. Brandi also shares tips on what parents can be doing right now if they are affected and concerned about the current formula shortage. This conversation goes deeper into what Fed is Best really means and how it actually limits support for all parents regardless of how they choose to feed their children.   In this episode we shared information about accessing breastmilk via a local human milk bank. To connect with your local milk bank you can access them here: https://www.hmbana.org/find-a-milk-bank/overview.html . If you are interested in learning mor about informal milks sharing this is a great resource: https://www.facebook.com/hm4hb/. For those of you who inquired about which formulas I recommend from overseas Holle and Hipp would be my favorite. As a board certified lactation consultant I am urging pregnant and families with small children to consider seeking support from one of us if you are interested in lactation or are having difficulites. You can find an IBCLC “International Board Certified Lactation Consultant” all over the world by simply googling “lactation consultant” and your city or state.    If you are loving Dear Doula please take a minute to scroll down, rate and review! If you have questions for Brandi feel free to shoot an email to brandi@deardoulapodcast.com      If you are looking for support with your children can reach out to us at The Cradle Company for more information on hiring a baby or parenting special.   You can follow Brandi and her work @deardoulapodcast on IG, @brandi_jordan_official IG, and send questions, comments and platitudes to brandi@deardoulapodcast.com  Have a question you want Brandi to answer? Shoot her an email or a dm and she might include it on her next podcast episode! Happy Mother's day to all!   Produced by Dear Media

WhoWhatWhy's Podcasts
The Fed's Current Role In Undermining Democracy

WhoWhatWhy's Podcasts

Play Episode Listen Later May 20, 2022 35:22


As the Fed takes on more responsibility for the economy, it exceeds its legal authority and furthers our economic divide.  Read More: https://whowhatwhy.org/podcast/the-feds-current-role-in-undermining-democracy

Financial Sense(R) Newshour
Prolonged Slowdown in China, Says China Beige Book's Shehzad Qazi (Preview)

Financial Sense(R) Newshour

Play Episode Listen Later May 20, 2022 0:32


May 19 – Just this week, data was released showing that China's economy contracted sharply due to their ongoing use of very strict lockdowns and restrictions in pursuit of their zero Covid policy.... Subscribe to our premium weekday podcasts: https://www.financialsense.com/subscribe

Kopi Time podcast with Taimur Baig
Kopi Time E077 - Barry Eichengreen on War, Inflation, Crypto, Debt Podcast Audio

Kopi Time podcast with Taimur Baig

Play Episode Listen Later May 20, 2022 34:28


Barry Eichengreen, professor at University of California at Berkeley, a foremost expert on economics and international finance, joins Kopi Time. We begin with the war in Ukraine, where he is calling for rebuilding to begin even before the conflict is over, led by a consortium that supersedes multilateral institutions like the IMF/World Bank. We also delve into the demonstration effect of the sanctions imposed on Russia on other potential antagonists. In relation to that, the reach and scope of the weaponisation of the USD is discussed. We then move on to the issues of the moment, global inflation spike direction of Fed policy, recession risks, and debt overhang, with an interlude on digital currencies. A tour de force. See omnystudio.com/listener for privacy information.

The John Batchelor Show
#Inflation: The gold standard; and what is to be done? Dr. Judy Shelton @judyshel, Senior Fellow at the Independent Institute #nedemocracy. WSJOpinion.

The John Batchelor Show

Play Episode Listen Later May 20, 2022 11:00


Photo:  Byzantine old coins in the Cleveland Museum of Art #Inflation: The gold standard; and what is to be done?   Dr. Judy Shelton  @judyshel,  Senior Fellow at the Independent Institute #nedemocracy.  WSJOpinion. https://www.wsj.com/articles/congress-has-a-stake-in-the-dollars-integrity-purchasing-power-currencies-gdp-monetary-policy-cryptocurrencies-11652817662?page=1 Stable dollar:  US should offer a fifty-year Treasury security, payable on demand of owner in either dollars or gold at his option.  Would provide a tool for the Fed, rather like a TIPS bond.

Financial Sense(R) Newshour
GXO's Mark Manduca: Job Shortages, Inflation Accelerating Global Automation Boom (Preview)

Financial Sense(R) Newshour

Play Episode Listen Later May 19, 2022 1:30


May 19 – FS Insider speaks with GXO Logistics CIO Mark Manduca on the outlook for global supply chain pressures into the second half of 2022, what this means for inflation, where pressures are... Subscribe to our premium weekday podcasts: https://www.financialsense.com/subscribe

Wall Street Unplugged - Your Best Source for Finance, Investing & Economics

Joe Zhao, former Fed economist and founder of venture fund Millennial Capital, shares an inside view of the Fed's policymaking process and the private equity market. We discuss what the Fed should do to control inflation… Joe's take on SPACs… how a successful private equity fund approaches opportunities in the private market… how the government will regulate crypto… and why it's time to buy IPOs. In this episode: How the Fed can slow inflation [0:19]  The psychology behind successful investing [12:58]  How a successful private equity fund decides what to buy [18:32]  The main goal of both venture capitalists and SPACs [26:57]  How the government with regulate crypto [32:15]  Why it's time to starting buying IPOs [40:27]  Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/   : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com

The tastytrade network
Engineering The Trade - May 19, 2022 - Lower Highs and Lower Lows

The tastytrade network

Play Episode Listen Later May 19, 2022 22:57


“Retail Wreck” saw 1.5Tn wiped from S&P 500. CSCO latest company to falter due to current conditions. Fed has reaffirmed tighter monetary policy ahead.

The tastytrade network
Engineering The Trade - May 19, 2022 - Lower Highs and Lower Lows

The tastytrade network

Play Episode Listen Later May 19, 2022 23:48


“Retail Wreck” saw 1.5Tn wiped from S&P 500. CSCO latest company to falter due to current conditions. Fed has reaffirmed tighter monetary policy ahead.

The Mike Madison Show
Th 5.19.22 Entering the Doom Loop? / Crypto: Current Collapse and Future?

The Mike Madison Show

Play Episode Listen Later May 19, 2022 81:36


The Fed and the government have created an inescapable "Doom Loop". With each successive intervention in the economy, they make inflation worse.  Crypto is crashing lower. Why is it valuable and why is there still a future in this technology?

Crypto News Alerts | Daily Bitcoin (BTC) & Cryptocurrency News
933: RICH DAD AUTHOR SAYS BITCOIN WAITING FOR TEST OF NEW $9K-$20K BOTTOM BUT REMAINS BULLISH LONG TERM!!

Crypto News Alerts | Daily Bitcoin (BTC) & Cryptocurrency News

Play Episode Listen Later May 19, 2022 27:06


Rich Dad Poor Dad, best selling author and Crypto bull Robert Kiyosaki remains bullish on the future of Bitcoin despite his warning of BTC testing a new bottom, potentially as low as $9,000 per coin. "I remain bullish on Bitcoin's future. Waiting for test of new bottom. $20k? $14 k? $11 k? $9 k? Why do I remain bullish? Fed and Treasury are corrupt organizations. They will self-destruct before they regain honesty, integrity and moral compass. Take care. Be aware." Regarding stablecoins and the recent Terra LUNA and Terra UST death spiral, Kiyosaki shared the following: "I was right: “Why STABLE COINS are UNSTABLE.” Just before stable coins crashed I warned they were unstable. Proof I was right is on Rich Dad Radio with friend & Rich Dad's crypto expert Jeff Wang. The radio show is “Will Crypto Survive” released a week ago. What did I know?" Learn more about your ad choices. Visit megaphone.fm/adchoices

Lance Roberts' Real Investment Hour
Why ESG Investing is a Flawed Thesis

Lance Roberts' Real Investment Hour

Play Episode Listen Later May 19, 2022 47:56


(5/19/22) Retailers' earnings reports are offering sobering insights to how the economy is really doing, and analysts are finally waking up to the realities. Is the Recession near, or is it already here? The benefits of Bonds is now more apparent than ever. The Markets' downward track, and the classic recession cycle at WalMart; why the Fed is using rhetoric instead of rates to address inflation. The Horror on Wall St. & Negative investor sentiment; the need to reset excesses. How the government has become part of the economic cycle (and that's not a good thing). Defining companies' health: ESG Funds & Virtue signaling; We question that Apple is ESG-friendly. ESG investing is a flawed thesis. Investors are going to chase the money; money is going to chase returns. SEG-1: What Retailers Are Telling About Inflation SEG-2: The Fed's Use of Rhetoric vs Rates to Address Inflation SEG-3: You Cannot Repeal Recessions SEG-4: Why ESG Investing is a Flawed Thesis Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, and w Portfolio Manager, Michael Lebowitz, CFA -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=2ECTIXYsO4M&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2600s -------- Our Latest "Three Minutes on Markets & Money: Warnings from Target Sink Stocks," is here: https://www.youtube.com/watch?v=f0Wydnvl3gQ&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show, "Consumer Sugar-rush is Over - What To Do Now?" is here: https://www.youtube.com/watch?v=mMA8HHyMwdI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s -------- Articles mentioned in this podcast: https://realinvestmentadvice.com/the-disinflationary-impact-of-fed-policy-on-equities/ https://realinvestmentadvice.com/sugar-rush-why-the-economy-will-run-hot-then-crash/ https://realinvestmentadvice.com/this-is-nuts-why-we-reduced-risk-friday/ https://realinvestmentadvice.com/esg-investing-the-great-wall-street-money-heist/ https://realinvestmentadvice.com/wall-street-wins-again-as-esg-scam-infiltrates-retirement-plans/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #Target #WalMart #ESGInvesting #Amazon #GasolinePrices #Shortages #Inflation #Disinflation #FederalReserve #Markets #Money #Investing

GZero World with Ian Bremmer
Will there be a recession?

GZero World with Ian Bremmer

Play Episode Listen Later May 19, 2022 31:40


As record inflation meets rising interest rates, we're examining the role of the US Federal Reserve in protecting the economy from recession in the coming months. 15 years ago the world faced the largest financial crisis since the Great Depression, brought on by a perfect storm of risky lending, mortgage defaults, and failures of financial institutions. In January 2008, the Fed made significant cuts to interest rates to stimulate the economy. Those rates have stayed historically low since then, but that's rapidly changing. The latest episode of Living Beyond Borders, a special podcast series from GZERO brought to you by Citi Private Bank, examines the moves the Fed is making right now and how they will impact the economy and your bottom line as an investor. Our program features Steven Wieting, Chief Investment Strategist and Chief Economist at Citi Global Wealth Investments; and Robert Kahn, Director of Geoeconomics at Eurasia Group. Lucy Eve, Senior Strategist of Geoeconomics at Eurasia Group, moderates the discussion.  

WashingtonWise Investor
Current Winners and Losers in the Global Economy

WashingtonWise Investor

Play Episode Listen Later May 19, 2022 26:55


Not all countries have been hit by the financial downturn currently gripping the U.S. and China. Jeff Kleintop, Schwab's chief global investment strategist, joins Mike to discuss why many international stock markets are outperforming the U.S. markets and whether that trend is sustainable. They also look at the impact on the bottom line of companies that pulled out of Russia, China's economic difficulties and what they might mean for U.S. consumers, the outlook for improvements to supply chain disruptions, and how concerned investors should be about the rise in the U.S. trade deficit.Mike also shares updates on additional U.S. aid for Ukraine, the confirmations of Fed nominees, growing concern in Washington about the lack of a regulatory framework for cryptocurrency, and a slowdown in the pace of rules rolling out at the SEC.WashingtonWise is an original podcast for investors from Charles Schwab. For more on the series, visit Schwab.com/WashingtonWise.If you enjoy the show, please leave a ★★★★★ rating or review on Apple Podcasts. Important DisclosuresThe policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. Supporting documentation for any claims or statistical information is available upon request.Past performance is no guarantee of future results and the opinions presented cannot be viewed as an indicator of future performance.Investing involves risk, including loss of principal. Indexes are unmanaged, do not incur management fees, costs and expenses and cannot be invested in directly. For more information on indexes please see www.schwab.com/indexdefinitions. Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.International investments involve additional risks, which include differences in financial accounting standards, currency fluctuations, geopolitical risk, foreign taxes and regulations, and the potential for illiquid markets. Investing in emerging markets may accentuate these risks.Digital currencies, such as bitcoin, are highly volatile and not backed by any central bank or government. Digital currencies lack many of the regulations and consumer protections that legal‐tender currencies and regulated securities have. Due to the high level of risk, investors should view Bitcoin as a purely speculative instrument. Please read NFA Investor Advisory – Futures on Virtual Currencies Including Bitcoin and CFTC Customer Advisory: Understand the Risk of Virtual Currency Trading. Currencies are speculative, very volatile and are not suitable for all investors.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications and other factors. Lower rated securities are subject to greater credit risk, default risk, and liquidity risk.Commodity‐related products carry a high level of risk and are not suitable for all investors. Commodity‐related products may be extremely volatile, illiquid and can be significantly affected by underlying commodity prices, world events, import controls, worldwide competition, government regulations, and economic conditions.All corporate names are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Diversification and asset allocation strategies do not ensure a profit and do not protect against losses in declining markets.Correlation is a statistical measure of how two investments have historically moved in relation to each other, and ranges from -1 to +1. A correlation of 1 indicates a perfect positive correlation, while a correlation of -1 indicates a perfect negative correlation. A correlation of zero means the assets are not correlated.0522-2LAE

Off the Chain
#969 David Sacks The Return Of Capitalism & Critical Thinking

Off the Chain

Play Episode Listen Later May 19, 2022 90:50


David Sacks is a world-renowned entrepreneur & investor and host of the All-In Podcast. He is a member of the Paypal Mafia, sold Yammer to Microsoft for a billion dollars, and currently operates one of the most successful VC firms at Craft Ventures. In this conversation, we discuss everything from the success of the All-In Podcast & the All-In Summit in Miami, the lost of trust in traditional media outlets, why people being red-pilled over the past few years, The Fed's mishandling of the market, the current bear market, and if Bitcoin can become a global reserve currency. David then closes the episode by giving world-class advice to Founders during these turbulent times. ======================= Since 2018 Copper has been at the forefront of institutional digital asset development.   From award winning custody solutions, to creating the first truly off-exchange settlement function, Copper pioneers technology, products, and services, in lock-step with a rapidly changing world.    No other infrastructure provider covers as many assets, across as many exchanges, with the speed and security that Copper can offer. To learn how Copper helps the world's largest institutional investors secure their digital assets, head over to copper.co   Copper - the unfair advantage. ======================= Compass Mining is the world's first online marketplace for bitcoin mining hardware and hosting. Compass was founded with the goal of making it easy for everyone to mine bitcoin.  Visit http://compassmining.io to start mining bitcoin today!  ======================= Bullish is a powerful new digital asset exchange built for institutions that delivers the innovations of DeFi in a regulated environment. The Bullish Hybrid Order Book pairs the high-performance of a traditional Central Limit Order Book with automated market making. Powered by deep Bullish Liquidity Pools, backed by the multi-billion dollar Bullish Treasury. So, you can trade with certainty and at scale across variable market conditions.   Learn more at Bullish.com or follow @Bullish on Twitter. Because the future belongs to the bullish.   *Not investment advice. Digital assets and cryptocurrencies are high risk products. Consult your professional advisor before dealing in them. Bullish's services are available in select locations only and not to U.S persons.    Visit https://bullish.com/legal for important information and risk warnings =======================

What the Hell Is Going On
WTH Can We Do About Inflation? Glenn Hubbard on Biden's Response, What's Causing Price Spikes and How to Fix It

What the Hell Is Going On

Play Episode Listen Later May 19, 2022 43:15


More guns, less butter? Today, average Americans are looking at historic levels of inflation, economic contraction, and rising gas prices, soon to merit the term stagflation—and that's not all. People are leaving their jobs en masse, the average consumer is cutting costs to keep up with personal budget deficits, and meanwhile, the Biden administration has added $1.9 trillion to the $300 billion economic hole. To top it all off, there's trouble abroad with tightening sanctions on Russia and the persistent trade competition with China. Glenn Hubbard joins Dany and Marc to discuss the state of economic affairs, the role of the Fed, Build Back Better, and more. Glenn Hubbard is a visiting scholar at the American Enterprise Institute and the former Dean of the Columbia Business School. He is the current Russell L. Carson Professor of Finance and Economics there. He is also the former chairman of the Council of Economic Advisors. https://www.aei.org/wp-content/uploads/2022/05/WTH-152-Hubbard-Transcript.pdf (Download the transcript here.)

Palisade Radio
London Paul: The Veil of Paper Gold Markets Could be Breaking

Palisade Radio

Play Episode Listen Later May 19, 2022 83:10


Tom welcomes Paul of The Sirius Report to discuss the short-sighted policies that are driving up the costs of most commodities. The Europeans are discovering they have few alternatives to Russian oil and gas. Nordstream 2 would have doubled the amount of energy available to Germany, but they instead decided to create their problems. The green revolution brought its own problems; including reducing the best green energy, nuclear. Wind and solar come with their own problems including most panels come from China. Logically, Europe can't divest from Russian energy very quickly or perhaps at all. In a sense, we now have a petro-ruble, and Russia may begin selling its other commodities for Rubles. There is consideration being given to backing the ruble with gold and this seems inevitable. Increasingly, global trade is being conducted in non-dollar terms. Hiking energy costs and inflation are impacting the price of food in most countries. If manufacturing is halted due to a lack of energy then we're going to see much more unemployment. Countries are destroying their economies. Many countries are taking notice, and there is a partial collapse of trust with the West. The United States is going to have to learn to compromise if it's going to be a part of the global economy. It needs to build strong relationships with nations that its currently at odds. The Fed can't raise rates significantly and other central banks admitthey can't control inflation. Regardless, raising rates won't have much effect on stagflation. The entire economy now depends on debt and credit. He discusses the risks and lack of regulation in the crypto space and how it's driven by sheer speculation. Talking Points From This Episode Self-inflicted energy problems in Europe and the unintended consequences of sanctions.Food production insecurity is spreading globally.Collapsing trust in the West and the damage due to seizing sovereign treasuries.Why central banks can't control inflation in a system awash in credit and debt.Concerns around cryptocurrency, stagflation, and the rapidly developing southern regions of the world. Time Stamp References:0:00 - Introduction0:54 - Europe and Energy8:17 - IMF & Ruble Strength11:44 - Germany Energy Concerns13:18 - Food Production24:44 - Commodity Countries26:56 - Rare Earth Dependencies34:43 - Inflation & The Fed53:38 - Crypto & Credit Markets1:03:04 - Gold Purchasing Power1:09:12 - Counterparty Risk1:11:05 - Western Failures & Denial1:19:12 - A Sirius Wrap Up Guest LinksTwitter: https://twitter.com/thesiriusreportWebsite: https://www.thesiriusreport.com/YouTube: https://www.youtube.com/channel/UCa5XOgYU8ac_Ai4C1QXPOIg The Sirius Report is an independent website providing analysis and an alternative perspective on current affairs and global events that we believe are shaping a new political, economic and social paradigm. We are fully self-funded and are not backed by any third-party corporation, organization, or individual. The site is run by 'London Paul' and his partner Lisa, who is the site administrator. 'London Paul' is a pseudonym that was first coined by long-time friend and fellow commentator Jim Willie. For privacy reasons, Paul prefers not to be known by his real name. He also feels that the primary focus should be on his work rather than on his identity. Paul has a long track record of accurate predictions and analyses on geopolitical and economic affairs. Originally a physicist, he was awarded a Ph.D. in biomolecular physics, after which he spent some time working in academia. He then went on to work in the financial services sector and worked in some major banks until the financial crisis of 2008, when he left the banking sector to work in the precious metals sector. In addition to his vast understanding of economics and precious metals (a friend of his once jokingly said that 'Paul is the only person I know who really understands derivatives'),

Radio Rothbard
How States Are Fighting the Fed with JP Cortez

Radio Rothbard

Play Episode Listen Later May 19, 2022


On this episode of Radio Rothbard, Tho Bishop is joined by JP Cortez of the Sound Money Defense League (SoundMoneyDefense.org). JP, a Mises U alum, talks about the ongoing legislative battles over money at the state level. Which states are doing the most to challenge the Fed? What are some of the most important policies worth fighting for in the future? To learn more about the Monetary Metals scholarship, visit MoneyMetals.com/Scholarship. Be sure to follow Radio Rothbard at Mises.org/RadioRothbard.

Mission to the Moon Podcast
โค้งสุดท้ายเลือกตั้งผู้ว่าฯกทม. | Mission Daily Report 19 พฤษภาคม 2022

Mission to the Moon Podcast

Play Episode Listen Later May 19, 2022 68:51


Mission Daily Report May 19,2022 1. อัปเดตตัวเลขผู้ที่ได้รับการฉีดวัคซีน Covid-19 ในประเทศไทย 2. ราคาดัชนีตลาดหลักทรัพย์ / ราคาหุ้นต่างประเทศ / ราคาน้ำมันดิบ / ราคาทองคำ / ราคา Cryptocurrency 3. อัปเดทข่าวเศรษฐกิจรอบโลก 4. “ฟินแลนด์-สวีเดน” ยื่นใบสมัครเข้าร่วม NATO 5. นักวิจัยศึกษาจุลินทรีย์บนอ่าวเปอร์เซีย ที่ช่วยเปิดเบาะแสสิ่งมีชีวิตนอกโลก 6. ศรีลังกาอาจผิดนัดชำระหนี้กว่า 1.2 หมื่นล้านดอลลาร์สหรัฐฯ 7. 5 ปัจจัยที่จะชี้ให้เห็นว่าประเทศใดมีความเสี่ยงทางการเงิน 8. นักลงทุนเลือกถือเงินสด ไม่มั่นใจใน FED 9. กองพัน Azov ยอมจำนนต่อรัสเซียแล้ว 10. Google เปิดตัวแว่นแปลภาษา 11. โค้งสุดท้ายเลือกตั้งผู้ว่าฯกทม. นโยบายแก้ปัญหาน้ำท่วม 12. ผู้สมัครนายกเมืองพัทยา 14. โลกอาจเกิด “Food Crisis” วิกฤติอาหารแพง 15. “เกาหลีเหนือ” ประกาศทดสอบขีปนาวุธต้อนรับ “Joe Biden”

The Money Maze Podcast
Karen Karniol-Tambour, Co-Chief Investment Officer for Sustainability at Bridgewater, the $160 Billion Hedge Fund, on Today's Economic Landscape

The Money Maze Podcast

Play Episode Listen Later May 19, 2022 50:50


Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn   Ray Dalio has described today's guest, “as a vacuum cleaner of learning”, and in this episode Karen Karniol-Tambour exhibits a formidable grasp of the challenges of today's investing environment.   The conversation begins with a review of the current monetary challenge facing the Fed and leads into the dilemma for investors weaned on variations of the 60/40 benchmark.   She explains Bridgewater's enthusiasm for inflation protection, for owning important exposure to broad commodities, through to the role gold should play. At the same time she explains succinctly why US equities might be the worst performing asset class in the decade ahead.   She discusses why currencies could be an important source of return in a world of lacklustre performance, in a re-visit of the 1970s and 1980s.   Karen finally explains how Bridgewater think about the systematic and fundamental way of approaching sustainable investing, as well as the sustainable fund that they have developed.   The Money Maze Podcast is sponsored by Schroders, Bremont Watches and LiveTrade.   Schroders is a global investment and wealth manager, with a purpose to provide excellent investment performance to clients, through active investment management.   Bremont is an award-winning British company that produces beautifully engineered chronometers, designed to appeal to those who share the appreciation of a beautiful mechanical wristwatch.   LiveTrade has changed the way fine wine is bought and sold worldwide. You can instantly buy and sell - or place bids and offers on - key wines from Bordeaux, Champagne, Italy and other world regions.  

Make Me Smart with Kai and Molly
When the stock market tanks, where does the money go?

Make Me Smart with Kai and Molly

Play Episode Listen Later May 19, 2022 14:03


It's Whaddya Wanna Know Wednesday, and Kai Ryssdal and Kimberly Adams are answering your questions, including one from a listener who wonders what the Fed reducing its balance sheet means for mortgage rates. We also dig into what it takes to harness tidal power, and why it's not a bigger source of renewable energy. Here's everything we talked about on the show today: “To understand the Fed's bond-buying dilemma, picture a lake” from Marketplace “Hamsterkauf! Coronazeit! There's a German Word for Your Pandemic Experience” from Slate Do you have a question for Whaddya Wanna Know Wednesday? Send a voice memo or email to makemesmart@marketplace.org, or leave us a voicemail at 508-U-B-SMART (508-827-6278). Your donation powers the journalism you rely on. Give today to support “Make Me Smart.”

Marketplace All-in-One
When the stock market tanks, where does the money go?

Marketplace All-in-One

Play Episode Listen Later May 19, 2022 14:03


It's Whaddya Wanna Know Wednesday, and Kai Ryssdal and Kimberly Adams are answering your questions, including one from a listener who wonders what the Fed reducing its balance sheet means for mortgage rates. We also dig into what it takes to harness tidal power, and why it's not a bigger source of renewable energy. Here's everything we talked about on the show today: “To understand the Fed's bond-buying dilemma, picture a lake” from Marketplace “Hamsterkauf! Coronazeit! There's a German Word for Your Pandemic Experience” from Slate Do you have a question for Whaddya Wanna Know Wednesday? Send a voice memo or email to makemesmart@marketplace.org, or leave us a voicemail at 508-U-B-SMART (508-827-6278). Your donation powers the journalism you rely on. Give today to support “Make Me Smart.”

TD Ameritrade Network
Best Stocks To Invest In: DIS, FB, ICE, UNP

TD Ameritrade Network

Play Episode Listen Later May 18, 2022 8:41


There's just a point where it's kicking a dead horse, says Ted Weisberg. He discusses what he thinks will be the effects of the Fed's moves. He also talks about the current state of the markets, highlighting the SPX. He also goes over his stock picks which include Walt Disney (DIS), Meta Platforms (FB), Intercontinental exchange (ICE), Union Pacific (UNP). He then looks at Facebook's IPO 10 years later. Tune in to find out more.

TD Ameritrade Network
The Worst Of The Bond Sell-Off May Be Behind Us

TD Ameritrade Network

Play Episode Listen Later May 18, 2022 8:30


The Fed funding the futures market means the worst of the bond sell-off may be behind us, says Collin Martin. He discusses how Powell confirms the aggressive pace of rate hikes will continue. He also talks about how aggressive the Fed will be with its tightening policies. He then goes over reasons to exercise caution with high-yield bonds. Tune in to find out more.

Crypto News Alerts | Daily Bitcoin (BTC) & Cryptocurrency News
932: NASTY RECESSION IMMINENT WARNS MACRO GURU AS BITCOIN FORMS MASSIVE BULLISH TECHNICAL PATTERN!!

Crypto News Alerts | Daily Bitcoin (BTC) & Cryptocurrency News

Play Episode Listen Later May 18, 2022 24:39


Popular macroeconomic expert Raul Pal, thinks the world is going through a nasty recession period but remains confident that Bitcoin and crypto will be a viable investment class in the long term. “My macro view is that we're in recession, it's going to be pretty nasty. The Fed shouldn't have done what they did but the bond market tightened for them anyway – the Fed didn't actually do it, the bond market did it all. The Fed are going to have to unwind this mess, but it could get messy at first. Using all the technical indicators that I look at, my view is if we are going to reach a proper bounce or a low, it happens in June. So we've got between now and June for everyone to freak out.” Learn more about your ad choices. Visit megaphone.fm/adchoices

Off the Chain
#968 Jennifer Schonberger On The Real Reasons Why Inflation Is Out Of Control

Off the Chain

Play Episode Listen Later May 18, 2022 31:37


Jennifer Schonberger is a Cryptocurrency reporter for Yahoo! Finance In this conversation, we discuss the current macro environment, what is the real cause of inflation, why the Fed can't stop a recession at this point, Bitcoin as a risk-asset, Cryptocurrency regulation necessary for adoption, and ESG debates. ======================= FTX.US is the safe, regulated way to buy and sell Bitcoin and other digital assets. Trade crypto with up to 85% lower fees than top competitors. There are no fixed minimum fees, no ACH transaction fees, and no withdrawal fees.   FTX.US is also the only leading exchange that supports both Ethereum and Solana NFTs.   Download the FTX App today and use referral code “Pomp” to earn free crypto on every trade over $10. The more you trade, the more you earn. ======================== Brave Wallet is the first secure crypto wallet built natively in a web3 crypto browser. No extension required. Store, manage, and grow your portfolio, get NFT & multi-chain support, and more.    Download the Brave privacy browser at brave.com/Pomp, and click the wallet icon to get started. ======================= The Pomp Podcast is powered by BetOnline.ag, the world's largest sports betting, casino, poker and horse racing website that accepts cryptocurrency for wagering.   BetOnline.ag gives you the ability to use Bitcoin and more than a dozen altcoins to make deposits and withdraw your winnings. There are no crypto transaction fees, and processing is instantaneous and secure.   Visit https://promotions.betonline.ag/pomp and use PROMO CODE: POMP100 to receive a 100% matching bonus on any crypto deposit.   BetOnline.ag is available in nearly every country around the world, making it the top global gaming destination for crypto users. =======================

TD Ameritrade Network
The Case For Now Buying Bitcoin, Precious Metals Again

TD Ameritrade Network

Play Episode Listen Later May 18, 2022 11:03


Bob Iaccino looks at how housing starts and permits data ties into the overall economic picture. He says the Fed has indicated a soft landing is now out of the question, with a weakening consumer and a government trying to service massive amounts of debt. He also looks at global monetary policy, noting that the ECB looks the most in trouble of all the central banks.

Fed Watch - Bitcoin and Macro
Maximum Pain for Globalists ft. Tom Luongo - FED 93

Fed Watch - Bitcoin and Macro

Play Episode Listen Later May 18, 2022 64:30


In this episode of the Fed Watch podcast, due to popular demand, I welcome Tom Luongo back on the show! Tom is one of my favorite writers due to his entertaining prose and deeply refreshing insight on global macro, geopolitics, and currency markets. He is also a long-term bitcoiner, discussing it for many years in his writing and podcast. Fed Watch is the macro podcast for bitcoiners. In this episode, we start by getting a big picture view from Tom on the global situation, then dive into some specifics about Europe, the US, the Federal Reserve, Ukraine, and much more. We wrap up the show talking about what Tom sees for the US in the short to midterm, so, the next 3 to 24 months. Below, I'll provide a little more detail on what was said, but this is a MUST LISTEN episode! The Sick Man at the Table The first question I ask Tom is, is he as bearish as everyone else? It seems everywhere we look people are screaming about bear markets and collapse, from macro to geopolitics to bitcoin. However, I think this collapse narrative is overdone, especially for the United States. I ask Tom to give us his broad picture of the state of the markets. He starts in by identifying the sick man at the table, that being Europe. Europe is hit the hardest by the forces that have been unleashed right now, rising commodities prices, rising inflation, loss of confidence in institutions, et cetera. As Europe struggles and begins to cannibalize itself, all that capital in investment portfolios in Europe will eventually have to flow somewhere, and it'll flow to the United States. The conflict that has started in Ukraine is on Europe's doorstep, and specifically on the doorstep of the best economy in Europe over the last decade, Poland. Tom asks rhetorically, “is Warsaw or New York closer to Ukraine?” As investors realize that this new conflict is not going away, and to fight it with economic weapons as they have been, they must destroy their own economies, money will rapidly flee Europe to the US. I'll add, it will also flow into bitcoin. The Federal Reserve is Serious I ask Tom if he thinks the Fed will go through with uber-hawkish rate hikes. His answer eloquently lays out that Powell's plans to raise rates back in 2017 was interrupted by Covid, and now, Powell is going scorched earth to raise rates to break the back of every other central bank and rival currency. The reason the Fed will do this according to Tom Luongo is that the Fed, owned by Wall St banks and US monied interests, is trying to wash out the decade of malinvestment that's built up since the GFC. He also frames it as a fracture in the relationship between US monied interests and the globalists in Europe. We can't understand the Fed without understanding the Davos crowd's intent to rule the world or burn it down. According to Tom, the Federal Reserve will raise rates continually until 2024, to break the back of Davos and the radical globalist/communist objectives. I tend to agree with him, perhaps I wouldn't put it as colorfully as Tom does, but the globalists are “global communists” and will burn the global economy down before they admit defeat. Bitcoin and US Fates are Intertwined The last part of the episode, I ask Tom about my theory that, what is good for the US economy is good for bitcoin, at this moment in time. A majority of the bitcoin supply is likely held by US entities, the US has the largest share of mining, the largest share of bitcoin interested people, the most venture capital money, and some of the most lacks regulation. So, if bitcoin is to thrive in a major economy, it will be the US.  Tom tends to agree with me on this, but breaks it down in more detail, saying there is a segment of Wall St that likes bitcoin, and those are the same people fighting Davos. They are planning a SWIFT replacement, and are friendly to Proof-of-work coins because they have money in it now, with mining taking off in the US. I can't cover all his comments in detail, because what is great about Tom Luongo is he takes threads from many different topics and weaves them together into a refreshing perspective. After the above exchange, we get into bitcoin's future in regards to Europe. While we both are relatively bullish on the US economy over the next 10 years, and that will be good for bitcoin, we are also both very bearish on Europe, and that too, will be good for bitcoin, as it gives European capital a reason to flee into bitcoin. Again, this is a MUST LISTEN episode, with deadly serious topics mixed with Tom's entertaining storytelling ability. That does it for this week. Thanks to the watchers and listeners. If you enjoy this content please SUBSCRIBE, and REVIEW on iTunes, and SHARE!

TD Ameritrade Network
Recession and Stagflation Real Risks, Warrant Rate Hikes

TD Ameritrade Network

Play Episode Listen Later May 18, 2022 7:01


Recession and stagflation are real risks right now, and the interest rate rises are definitely warranted, says Kevin Rich. He says historically gold (/GC) trades down ahead of rate rises, but once rate rises kick in, gold holds strong. The Fed is talking a tough game, and that's what is called for, he adds. He is watching for more concrete trends in the VIX, and U.S dollar (/DX) strength and treasury yields. He says investors will be worried crude oil (/CL) supplies will tighten if the EU bans Russian oil.

Rebel Traders™ Podcast - Stock Market Trading Strategies, Insights & Analysis with Sean Donahoe & Phil Newton

With the Fed saying it has no problems raising rates to combat inflation, the markets up and down like a fiddlers elbow... It's interesting times.  There is so much noise that is causing a panic for traders... But Rebel Traders know different.  In this week's episode, Sean and Phil show you how to cut out the noise, focus on the profits regardless of what the markets are doing and even if the big "R" word is being discussed more and more... 

Top Traders Unplugged
GM15: The New World Order & Space Race ft. Pippa Malmgren

Top Traders Unplugged

Play Episode Listen Later May 18, 2022 80:40


Pippa Malmgren, former White House Adviser, technology entrepreneur and economist, joins us in today's episode to discuss warfare in space and the space race between the super powers and the push to declassify UFO related information, how Pippa stays optimistic in a world of conflict and how the instability threatens Western democracy. We also discuss what we now know about COVID & the Vaccines and how this relates to the FED, how money printing has created a situation of both artificial calm and social unrest, whether China plans to invade Taiwan and what China has learned from the invasion of Ukraine, how the demographics of China and Russia can inhibit their power of action, how the lack of nuance contaminates the public debate and divides the population, the future of democracy and decline of autocracy, innovation and the jobs of tomorrow and much more. ---- ---- Follow Niels on https://twitter.com/toptraderslive (Twitter), https://www.linkedin.com/in/nielskaastruplarsen (LinkedIn), https://www.youtube.com/user/toptraderslive (YouTube) or via the https://www.toptradersunplugged.com/ (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 https://www.toptradersunplugged.com/Ultimate (here). And you can get a free copy of my latest book “The Many Flavors of Trend Following” https://www.toptradersunplugged.com/flavor (here). Learn more about the Trend Barometer https://www.toptradersunplugged.com/resources/market-trends/ (here). Send your questions to info@toptradersunplugged.com And please share this episode with a like-minded friend and leave an honest Rating & Review on https://www.toptradersunplugged.com/reviewttu (iTunes) or https://open.spotify.com/show/2OnOvLbIV3AttbFLxuoaBW (Spotify) so more people can discover the podcast. Follow Cem on https://twitter.com/jam_croissant (Twitter). Follow Pippa on https://twitter.com/drpippam?lang=da (Twitter). Episode TimeStamps: 00:00 - Intro 05:26 - Out-sourcing & Off balance sheet government activities 08:05 - Space warfare 15:00 - Optimism in an unstable world 20:00 - The Future of Western democracy 25:10 - Money printing and its consequences 27:55 - The Baltics and separating Germany from the Alliance 33:52 - The prospects of China invading Taiwan 46:40 - What we now know about COVID & the Risk of the FED making a huge mistake 57:16 - Democracy in decline? 01:11:14 - The jobs of tomorrow 01:19:10 - Thanks for listening  Copyright © 2022 – CMC AG – All Rights Reserved ---- PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey: 1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. https://www.toptradersunplugged.com/resources/ebooks/ (Click Here) 2. Daily Trend Barometer and Market Score One of the things I'm really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! https://www.toptradersunplugged.com/resources/market-trends/ (Click Here) 3. Other Resources that can help you And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. https://www.toptradersunplugged.com/resources/ (Click Here) https://www.toptradersunplugged.com/legal/privacy-policy/ (Privacy Policy) https://www.toptradersunplugged.com/disclaimer/ (Disclaimer)

Financial Survival Network
Keep the Faith; the Market Will Prevail - Andrew Arons #5504

Financial Survival Network

Play Episode Listen Later May 18, 2022 18:35


Highlights: -It's important to stay calm; the market is volatile and there's a lot going on, but in the long term, the markets look positive -Stocks in the S&P 500 should be doing well -Blue chip stocks, Apple, and Intel look like they could go higher -the Fed will keep tightening for the foreseeable future -Do you buy the stocks that have held up, or the ones that have gotten beaten up and have potential? -Some stocks have been punished but are great buys, and some that haven't been beat up can quickly change Useful Links: Financial Survival Network Synergy Advisory

Apple News Today
Good luck finding a theme in these primary results

Apple News Today

Play Episode Listen Later May 18, 2022 10:11


Tuesday’s primary results paint a mixed picture of the electorate, the parties, and Trump's influence. Vox explains. Following the killing of Palestinian American journalist Shireen Abu Akleh, CBS News looks at the major questions remaining about her death. A friend and fellow reporter writes a remembrance of her for CNN. Federal Reserve chair Jerome Powell tells the Wall Street Journal that inflation must be brought down — and that the bank has the resolve to do it. But Bloomberg’s visit to the Texas town with the highest inflation in the country reveals the limits of the Fed’s ability to help. A collegiate summer-league baseball team is reinventing the game and drawing huge crowds. The Los Angeles Times has the story.

FactSet U.S. Daily Market Preview
Financial Market Preview - Wednesday 18-May

FactSet U.S. Daily Market Preview

Play Episode Listen Later May 18, 2022 4:47


US equity futures are indicating a lower open as of 05:00 ET. European stocks are mostly softer, following mostly firmer Asian markets. Fed members support 50bp rate hikes in the near term. Companies Mentioned: JetBlue

Resolve's Gestalt University
ReSolve Riffs with Andy Constan about Successful Macro Trading on Liquidity, Flows & Sentiment

Resolve's Gestalt University

Play Episode Listen Later May 18, 2022 79:57


This week we had the pleasure of speaking with Andy Constan (CEO / CIO at Damped Spring Advisors) and prolific member of the FinTwit community under the @dampedspring penname. Our conversation spanned topics including: His long and interesting career in the investment world Starting with equity derivatives and eventually earning his ‘global macro education' at Bridgewater Associates The constantly evolving challenge of generating alpha Trading and managing portfolios at scale and the importance of liquidity Separating alpha from beta Basis risk vs liquidity risk The broad macro picture vs what is priced in The unique challenges posed by the current environment The front-running of quantitative tightening The daily marking to market of risk premia The weak link between consumer inflation and the Fed's balance sheet The interplay between the Fed, the Treasury and the bond market Interpreting the messages coming from policymakers The importance of positioning data and rebalancing flows And much more This is “ReSolve's Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of ReSolve Asset Management.   *ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.

Saxo Market Call
Equities nearing pivotal resistance. US housing rolling over.

Saxo Market Call

Play Episode Listen Later May 18, 2022 25:19


Slide deck: https://bit.ly/3lj2Nof   - Today we break down the strong market session yesterday, with crypto-related names the star performer on a day that Bitcoin is still struggling to find separation from 30k, and with the market higher despite a fresh hawkish broadside from the Fed as Powell claimed the Fed won't hesitate to take the Fed Funds rate above neutral. Key short-term resistance is coming into view in US stocks and is already here in Europe. Elsewhere, we look at a worst in 35-year drop in Walmart on its profit forecast, discuss a misguided forecast on the housing market from Home Depot CEO after that company got a boost from its earnings report, look at evidence the from leading indicators showing that the US housing market is rolling over, the latest on crude oil and natural gas, earnings and macro data up today and more. Today's pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX. Intro and outro music by AShamaluevMusic

No Payne No Gain Financial Podcast
Volatile Markets Make Bad Decisions Seem Rational, Don't Fall For It!, Ep #83

No Payne No Gain Financial Podcast

Play Episode Listen Later May 18, 2022 25:05


What's up! It's episode 83 of Payne Points of Wealth and volatility is insane right now. We're teetering on a bear market, crypto markets have melted down. Meanwhile, all of those disruptive technology stocks are down 70-80%, and you've got more recession talk with every passing week as pessimism rules the day. What's really going on in the economy and in the stock market? We're gonna give you our view on how to play it. We've got the plan you just have to listen to it. On the Tipping Point today, we're going to talk about all those burning questions you have right now. Questions that we get from our clients that are also applicable to you so that you can get the best plan for financial independence.  You will want to hear this episode if you are interested in... Has the FED done a good job? [3:09] Volatile markets make bad decisions seem rational [7:20] The Tipping Point [10:14] Why are stocks and bonds down at the same time? [10:47] Is this a correction or the beginning of a big bear market? [13:04] What influence will change of the majority party have on the stock market? [15:38] What percentage should be in a conservative vehicle if I retire in a year? [17:21] Hidden Facts of Finance [20:36] Rationally irrational  The whole problem with these volatile markets is it feels so rational. It sounds rational to sit in something that doesn't go down until the volatility is over and then you can just kind of work your way back in. That sounds so rational but you know what? It's irrational. It means you have to make two perfect timing decisions. Just think about it guys, a week ago we had a market that was up 900 one day and down 1000 the next. Are you going to tell me that somebody is smart enough to time that perfectly? I don't think so.  This week on the tipping point: Conference call Q&A We did our conference call for clients recently (we will drop the link down below so you can check it out if you'd like) and we had a lot of questions come in. We have over a thousand clients and a lot of them had the same concerns so in this episode we will discuss some of the bigger concerns that they had that most of you probably have too. Here are some of the questions we got. The first question that came in was why are stocks and bonds both down right now at the same time in this crazy market? Should we maintain a 60% stock, 40% fixed income/bond ratio, or move to a 70/30 ratio or something else? The next question that came in was assuming a global recession is inevitable does it make sense for a retiree to sell stocks in advance of the train hitting the wall, in other words, is this a correction or the beginning of a big bear market? Another good question that came in on our conference call was as the midterm elections approach, what influence will the change of the majority party in the House and Senate have on the stock market?  Another question was at 64 years old and retiring in another year, what percentage of my portfolio should be in a very conservative vehicle?  If you're curious about our take on any of these questions check out the episode! This week's hidden facts of finance From 1965 to 2021 Berkshire Hathaway shares generated a compound annual return of 20.1% vs the S & P 500's 10.5% a year return. Some forecasters look for gold to reach $3000 an ounce in the next two years. …Baby, One More Time by Britney Spears has now sold 25 million copies around the world making it the biggest selling album ever recorded by a teenage girl. The Reddit crowd who jumped in when the lockdown began have now given back all their once tremendous gains. Resources & People Mentioned Check out the conference call we talked about here. See if you qualify for a complimentary financial review from the Paynes Connect With Ryan, Bob, and Chris http://PayneCM.com  Follow on Twitter Follow on Facebook Follow on LinkedIn Subscribe on YouTube Follow on Instagram Subscribe to Payne Points of Wealth On Apple Podcasts, On Google Podcasts, On Spotify

Financial Sense(R) Newshour
Patrick Schotanus on Cognitive Economics and the Market Mind Hypothesis (Preview)

Financial Sense(R) Newshour

Play Episode Listen Later May 18, 2022 2:01


May 17 – FS Insider speaks with Patrick Schotanus, visiting professor at the Edinburgh Business School and the lead developer of the market mind hypothesis at the center of the cognitive economics... Subscribe to our premium weekday podcasts: https://www.financialsense.com/subscribe

Thoughts on the Market
Mid-Year Economic Outlook: Slowing or Stopping?

Thoughts on the Market

Play Episode Listen Later May 18, 2022 10:22


As we forecast the remainder of an already uncertain 2022, new questions have emerged around economic data, inflation and the potential for a recession. Chief Cross Asset Strategist Andrew Sheets and Chief Global Economist Seth Carpenter discuss.-----Transcript-----Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets. Morgan Stanley's Chief Cross-Asset Strategist. Seth Carpenter: And I'm Seth Carpenter, Morgan Stanley's Chief Global Economist. Andrew Sheets: And today on the podcast, we'll be talking about our outlook for strategy and markets and the challenges they may face over the coming months. It's Tuesday, May 17th, at 4 p.m. in London. Seth Carpenter: And it's 11 a.m. in New York. Andrew Sheets: So Seth, the global Morgan Stanley Economic and Strategy Team have just completed our mid-year outlook process. And, you know, this is a big collaborative effort where the economists think about what the global economy will look like over the next 12 months, and the strategists think about what that could mean for markets. So as we talk about that outlook, I think the economy is the right place to start. As you're looking across the global economy and thinking about the insights from across your team, how do you think the global economy will look over the next 12 months and how is that going to be different from what we've been seeing? Seth Carpenter: So I will say, Andrew, that we titled our piece, the economics piece, slowing or stopping with a question mark, because I think there is a great deal of uncertainty out there about where the economy is going to go over the next six months, over the next 12 months. So what are we looking at as a baseline? Sharp deceleration, but no recession. And I say that with a little bit of trepidation because we also try to put out alternative scenarios, the way things could be better, the way things could be worse. And I have to say, from where I'm sitting right now, I see more ways for the global economy to be worse than the global economy to be better than our baseline scenario. Andrew Sheets: So Seth, I want to dig into that a little bit more because we're seeing, you know, more and more people in the market talk about the risk of a slowdown and talk about the risk of a recession. And yet, you know, it's also hard to ignore the fact that a lot of the economic data looks very good. You know, we have one of the lowest unemployment rates that we've seen in the U.S. in some time. Wage growth is high, spending activity all looks quite high and robust. So, what would drive growth to slow enough where people could really start to think that a recession is getting more likely?Seth Carpenter: So here's how I think about it. We've been coming into this year with a fair amount of momentum, but not a perfectly pristine outlook on the economy. If you take the United States, Q1, GDP was actually negative quarter on quarter. Now, there are a lot of special exceptions there, inventories were a big drag, net exports were a big drag. Underlying domestic spending in the U.S. held up reasonably solidly. But the fact that we had a big drag in the U.S. from net exports tells you a little bit about what's going on around the rest of the world. If you think about what's going on in Europe, we feel that the economy in the eurozone is actually quite precarious. The Russian invasion of Ukraine presents a clear and critical risk to the European economy. I mean, already we've seen a huge jump in energy prices, we've seen a huge jump in food prices and all of that has got to weigh on consumer spending, especially for consumers at the bottom end of the income distribution. And what we see in China is these wave after wave of COVID against the policy of COVID zero means that we're going to have both a hit to demand from China and some disruption to supply. Now, for the moment, we think the disruption to supply is smaller than the hit to demand because there is this closed loop approach to manufacturing. But nevertheless, that shock to China is going to hurt the global economy. Andrew Sheets: So Seth, the other major economic question that's out there is inflation, and you know where it's headed and what's driving it. So I was hoping you could talk a little bit about what our forecasts for inflation look like going forward. Seth Carpenter: Our view right now is that inflation is peaking or will be peaking soon. I say that again with a fair amount of caution because that's been our view for quite some time, and then we get these additional surprises. It's clear that in many, many economies, a huge amount of the inflation that we are seeing is coming from energy and from food. Now energy prices and food prices are not likely to fall noticeably any time soon. But after prices peak, if they go sideways from there, the inflationary impulse ends up starting to fade away and so we think that's important. We also think, the COVID zero policy in China notwithstanding, that there will be some grudging easing of supply chain frictions globally, and that's going to help bring down goods inflation as well over time. So we think inflation is high, we think inflation will stay high, but we think that it's roughly peaked and over the balance of this year and into next year it should be coming down.Andrew Sheets: As you think about central bank policy going forward, what do you think it will look like and do you think it can get back to, quote, normal? Seth Carpenter: I will say, when it comes to monetary policy, that's a question we want to ask globally. Right now, central banks globally are generically either tight or tightening policy. What do I mean by that? Well, we had a lot of EM central banks in Latin America and Eastern Europe that had already started to hike policy a lot last year, got to restrictive territory. And for those central banks, we actually see them starting to ease policy perhaps sometimes next year. For the rest of EM Asia, they're on the steady grind higher because even though inflation had started out being lower in the rest of EM Asia than in the developed market world, we are starting to see those inflationary pressures now and they're starting to normalize policy. And then we get to the developed market economies. There's hiking going on, there's tightening of policy led by the Fed who's out front. What does that mean about getting back to an economy like we had before COVID? One of the charts that we put in the Outlook document has the path for the level of GDP globally. And you can clearly see the huge drop off in the COVID recession, the rapid rebound that got us most of the way, but not all the way back to where we were before COVID hit. And then the question is, how does that growth look as we get past the worst of the COVID cycle? Six months ago, when we did the same exercise, we thought growth would be able to be strong enough that we would get our way back to that pre-COVID trend. But now, because supply has clearly been constrained because of commodity prices, because of labor market frictions, monetary policy is trying to slow aggregate demand down to align itself with this restricted supply. And so what that means is, in our forecast at least, we just never get back to that pre-COVID trend line. Seth Carpenter: All right, Andrew, but I've got a question to throw back at you. So the interplay between economics and markets is really uncertain right now. Where do you think we could be wrong? Could it be that the 3%, ten-year rate that we forecast is too low, is too high? Where do you think the risks are to our asset price forecasts? Andrew Sheets: Yeah, let me try to answer your question directly and talk about the interest rate outlook, because we are counting on interest rates consolidating in the U.S. around current levels. And our thinking is partly based on that economic outlook. You know, I think where we could be wrong is there's a lot of uncertainty around, you know, what level of interest rate will slow the economy enough to balance demand and supply, as you just mentioned. And I think a path where U.S. interest rates for, say, ten year treasuries are 4% rather than 3% like they are today, I think that's an environment where actually the economy is a little bit stronger than we expect and the consumer is less impacted by that higher rate. And it's going to take a higher rate for people to keep more money in savings rather than spending it in the economy and potentially driving that inflation. So I think the path to higher rates and in our view does flow through a more resilient consumer. And those higher rates could mean the economy holds up for longer but markets still struggle somewhat, because those higher discount rates that you can get from safe government bonds mean people will expect, mean people will expect a higher interest rate on a lot of other asset classes. In short, we think the risk reward here for bonds is more balanced. But I think the yield move so far this year has been surprising, it's been historically extreme, and we have to watch out for scenarios where it continues. Seth Carpenter: Okay. That's super helpful. But another channel of transmission of monetary policy comes through exchange rates. So the Fed has clearly been hiking, they've already done 75 basis points, they've lined themselves up to do 50 basis points at at least the next two meetings. Whereas the ECB hasn't even finished their QE program, they haven't started to raise interest rates yet. The Bank of Japan, for example, still at a really accommodative level, and we've seen both of those currencies against the dollar move pretty dramatically. Are we in one of those normal cycles where the dollar starts to rally as the Fed begins to hike, but eventually peaks and starts to come off? Or could we be seeing a broader divergence here? Andrew Sheets: Yeah. So I think this is to your point about a really interesting interplay between markets and Federal Reserve policy, because what the Fed is trying to do is it's trying to slow demand to bring it back in line with what the supply of things in the economy can provide at at current prices rather than it at higher prices, which would mean more inflation. And there's certainly an important interest rate part to that slowing of demand story. There's a stock market part of the story where if somebody's stock portfolio is lower, maybe they're, again, a little bit less inclined to spend money and that could slow the economy. But the currency is also a really important element of it, because that's another way that financial markets can feed back into the real economy and slow growth. And if you know you're an American company that is an exporter and the dollar is stronger, you likely face tougher competition against overseas sellers. And that acts as another headwind to the economy. So we think the dollar strengthens a little bit, you know, over the next month or two, but ultimately does weaken as the market starts to think enough is priced into the Fed. We're not going to get more Federal Reserve interest rates than are already implied by the market, and that helps tamp down some of the dollar strength that we've been seeing. Andrew Sheets: And Seth thanks for taking the time to talk. Seth Carpenter: Andrew, it's been great talking to you. Andrew Sheets: And thanks for listening. If you enjoy Thoughts on the Market, please leave us a review on Apple Podcasts and share the podcast with a friend or colleague today.

Marketplace All-in-One
Former Fed Chair Ben Bernanke on the inflationary lessons of the past

Marketplace All-in-One

Play Episode Listen Later May 17, 2022 27:04


What’s the best way for the Federal Reserve to tackle decades-high inflation? For former Fed Chair Ben Bernanke, the answer’s in the past. Today, Bernanke discusses what previous Fed chairs got wrong, why the Fed’s credibility is critical and how the central bank can manage inflation expectations. Plus, understanding the strength of the dollar, the extension of the public health emergency and the state of U.S. coal production.

Marketplace with Kai Ryssdal
Former Fed Chair Ben Bernanke on the inflationary lessons of the past

Marketplace with Kai Ryssdal

Play Episode Listen Later May 17, 2022 27:04


What’s the best way for the Federal Reserve to tackle decades-high inflation? For former Fed Chair Ben Bernanke, the answer’s in the past. Today, Bernanke discusses what previous Fed chairs got wrong, why the Fed’s credibility is critical and how the central bank can manage inflation expectations. Plus, understanding the strength of the dollar, the extension of the public health emergency and the state of U.S. coal production.

Trish Intel Podcast
May 16 - The Emperor Has No Clothes

Trish Intel Podcast

Play Episode Listen Later May 17, 2022 21:01


Biden's blown it and the country is now waking up to the reality that, "the emperor has no clothes."  A new poll proves Americans see-through the mainstream media's “Biden bias.” Americans recognize how differently the media treats Biden compared to Trump. This matters – to both November's election and the presidential race in 2024. Trish Regan reacts. Meanwhile, even Amazon's Jeff Bezos is calling out Biden's misinformation. Find out how the tech entrepreneur just slammed the White House. And, you know what they say… “Go woke, go broke?” Streaming giant Netflix He's waking up to that reality and telling employees that don't like their content, to effectively, take a hike! Will it matter or have consumers just moved on? Finally, there's this: a former Fed Chief admits the Fed made a mistake on inflation! As Trish Regan said 18 months ago, inflation was never transitory. Now we risk the greatest economic challenge since the 1970s.  So, is it possible to invest in this climate? Warren Buffet thinks so. Find out what he's doing right now.  Join Trish for much more on her website https://trishintel.com and follow her on social media on locals @https://Trishregan.locals.com, on TruthSocial @TrishRegan And on Twitter @trish_regan. Today's links: Https://Americanfinancing.net https://AMAC.US/Regan https://legacypminvestments.com Support the show: https://trishregan.store/ See omnystudio.com/listener for privacy information.

Steve Forbes: What's Ahead
Spotlight: The Fed's Plans To Slow Inflation Will Kill The Economy: Is A Recession Inevitable?

Steve Forbes: What's Ahead

Play Episode Listen Later May 17, 2022 3:29


The notion that the Federal Reserve should try to manage how the economy performs is dangerous nonsense. News flash to the Fed: Prosperity doesn't cause inflation; creating too much money and undermining the dollar's value does! Is a recession ahead inevitable? Steve Forbes on the Fed's plans to slow inflation that will ultimately kill the economy.Steve Forbes shares his What's Ahead Spotlights each Tuesday, Thursday and Friday.

The James Altucher Show
849 - Is the Fed playing footsies with The Inflation? and What is TALENT? with Tyler Cowen

The James Altucher Show

Play Episode Listen Later May 17, 2022 53:15


It's been almost 6 months now, what is The Fed doing?  How should we tackle the inflation issue? Is there a recession coming?I had a theory about what is The Fed doing, and Tyler agrees with me!Tyler Cowen, an American economist, columnist, blogger, and author, was supposed to come on to talk about his new book, but before that, we had to talk about the pressing issues on hand. The Fed, the inflation, and possibly the recession! Of course, Tyler is cautiously optimistic about all of it!Then we went on and talk about his new book, Talent: How to Identify Energizers, Creatives, and Winners Around the World! What is talent, and how do we identify one? Talent is no longer just better at something than anyone else. Nowadays, talent is more than that! Talent is as Tyler put it, able to identify the social structure that you're in, and figure out how to fit in!Listen to this episode, and hopefully, you'll find the new definition of Talent!Visit Notepd.com to read more idea lists, or sign up and create your own idea list!My new book Skip The Line is out! Make sure you get a copy wherever you get your new book!Join You Should Run For President 2.0 Facebook Group, and we discuss why should run for president.I write about all my podcasts! Check out the full post and learn what I learned at jamesaltucher.com/podcast.Thanks so much for listening! If you like this episode, please subscribe to “The James Altucher Show” and rate and review wherever you get your podcasts:Apple PodcastsStitcheriHeart RadioSpotify Follow me on Social Media:YouTubeTwitterFacebook

Real Vision Presents...
Can Stocks Overcome Historic Headwinds?

Real Vision Presents...

Play Episode