Podcasts about Fed

Thursday, April 16th, 2026 Today, members of Jeanine Pirro's office made an unannounced visit to the Federal Reserve and were turned away; Donald is now straight up threatening to fire Jerome Powell if he doesn't resign; the US is sending thousands more troops to Iran despite claiming the war is over; Senate Republicans and Fetterman have once again blocked a War Powers Resolution to rein in Trump; Tennessee's Charlie Kirk Act bans school walkouts and protects conservative speakers; mass civil rights violations are being reported at alligator Alcatraz; the Eighth Circuit swats a challenge to a Minnesota policy embracing trans athletes; Chinook salmon are found naturally hatching in the Upper Klamath River for first time in a century; and Allison and Dana deliver your Good News. Thank You, 3 Day Blinds For their buy 1 get 1 50% off deal, head to 3DayBlinds.com/DAILYBEANS. Thank You, LumiGummies Go to LumiGummies.com and use code DAILYBEANS for 30% off your order. June 20 Gala in Chicago -  tickets will be available next week for Patrons patreon.com/muellershewrote The Daily beans is donating $10,000 and invites you to give what you can to support their life-affirming work - Donate to It Gets Better / The Daily Beans Fundraiser Guest: Andrea LaFlamme Democratic Write-In Candidate for U.S. Senate in MaineAndrea LaFlamme For Maine Senate@andrealaflamme - Bluesky, @laflammeformaine - Threads, @andreaformaine - Instagram, Andrea-LaFlamme - Facebook The Latest Breakdown:Boasberg's Contempt Proceedings Blocked Again! StoriesU.S. sends thousands more troops to Mideast as Trump seeks to squeeze Iran | Washington Post Senate Republicans Again Block Bid to Limit Trump's Iran War Powers | The New York Times Trump Threatens to Fire Powell if He Does Not Resign From Fed | The New York Times Chinook salmon found naturally hatching in Upper Klamath River for first time in a century | OPBJustice Department officials turned away from Fed construction site | Washington Post Tennessee's Charlie Kirk Act bans student walkouts, protects conservative speakers | WPLN News Alligator Alcatraz phones were cut off. Then the beatings began, court docs say | Miami Herald Eighth Circuit swats challenge to Minnesota policy embracing trans athletes | Courthouse News Service Good Trouble On Friday we will be 200 days from the midterms. Your very simple, very important Good Trouble today — Make sure you and everyone you know and love is registered to VOTE - It is quick and It never hurts to double check! Check Your Voter Registration Status - Vote.org →Palmetto State Abortion Fund - Midland Gives  →2026 Primary Election Calendar: All the Dates Ahead of Midterms →Standwithminnesota.com →Tell Congress Ice out Now | Indivisible, Defund ICE | 5Calls →Congress: Divest From ICE and CBP | ACLU →ICE List  →iceout.org Good News Tour - Dana Goldberg →Norfolk NATO Festival - Virginia Arts Festival Boise takes down its Pride flag after Gov. Little signs new flag bill into law The Pope Is Weak On Crime T-Shirt – RAYGUN Central Kansas Activists.org/about →Share your Good News & Good Trouble - The Daily Beans →Beans Talk audio -beans-talk.simplecast.com Subscribe to the MSW YouTube Channel - MSW Media - YouTube Harry Dunn is running for CongressHarry Dunn for Maryland Our Donation Links The Daily beans is donating $10,000 and invites you to give what you can to support their life-affirming work - Donate to It Gets Better / The Daily Beans Fundraiser Pathways to Citizenship link to MATCH Allison's Donationhttps://crm.bloomerang.co/HostedDonation?ApiKey=pub_86ff5236-dd26-11ec-b5ee-066e3d38bc77&WidgetId=6388736 Join Dana and The Daily Beans with a MATCHED Donation http://onecau.se/_ekes71 More Donation LinksNational Security Counselors - Donate, ActBlue.com/donate/msw-bwc, WhistleblowerAid.org/beans Dr. Allison Gill - The Breakdown | Allison Gill, Mueller, She Wrote @muellershewrote.com - Bluesky, MSW & The Daily Beans Podcast @muellershewrote - Instagram, MSW Media - YouTube →Federal workers - email AG at fedoath@pm.me and let me know what you're going to do, or just vent. I'm always here to listen.  Dana Goldberg - Dana is on Patreon! At Dana's Dugout, @dgcomedy - Bluesky, @dgcomedy - IG, Dana Goldberg - Facebook,  DanaGoldberg.com More from MSW Media - Shows - MSW Media, Cleanup On Aisle 45 pod, The Breakdown | Allison Gill Reminder - you can see the pod pics if you become a Patron. The good news pics are at the bottom of the show notes of each Patreon episode! That's just one of the perks of subscribing! patreon.com/muellershewrote Listener Survey:http://survey.podtrac.com/start-survey.aspx?pubid=BffJOlI7qQcF&ver=shortFollow the Podcast on Apple:https://apple.co/3XNx7ckWant to support the show and get it ad-free and early?https://patreon.com/thedailybeanshttps://dailybeans.supercast.com/https://apple.co/3UKzKt0 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Trump's Fed pick has 30-plus crypto investments — and that's just what he could disclose. David walks through Warsh's filing, a Polymarket bot built on the theory that nothing ever happens, and Hollywood's Craig Wright blockbuster. TIMESTAMPS: (00:00) Introduction (00:21) Trying Something New (02:47) Kevin Warsh (08:58) Nexo Ad (09:34) Nothing Ever Happens Polymarket Bot (18:47) Nexo Ad (19:38) Thoughts on Upcoming Craig Wright Bitcoin Thriller FOLLOW THE SHOW › David — https://x.com/dcanellis › The Breakdown — https://x.com/TheBreakdownBW SPONSORS › NEXO Nexo is the premier digital wealth platform. Receive interest on your crypto, borrow against it without selling, and trade a range of assets. Now available in the U.S with 30 days of exclusive privileges. Get started at http://nexo.com/breakdown Get top market insights and the latest in crypto news. Subscribe to the Blockworks Daily Newsletter: https://blockworks.co/newsletter/ DISCLAIMER As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.

April 15, 2026 – Why are the most powerful models being kept out of the public—and only given to approved security researchers? Cris Sheridan interviews Dr. Alan D. Thompson on the dawn of superintelligence, exploring world-shifting risks and breakthroughs...

Today is the deadline to file a federal tax return. The Wall Street Journal’s Richard Rubin joins to discuss what to know about Tax Day after Trump’s moves to shrink the IRS. The U.S. hosted talks between Israel and Lebanon at the White House on Tuesday. Simon Lewis of Reuters breaks down how those discussions play into larger peace talks to end the Iran war. After the Supreme Court struck down Roe v. Wade, dozens of abortion clinics shut down in states where the practice is still legal. Kate Wells of KFF Health News explains how urgent-care clinics have filled the gaps. Plus, two congressmen accused of sexual misconduct officially resigned from Congress, the vast wealth held by Trump’s pick to be the next Fed chair, and how the world’s oldest gorilla celebrated a record-breaking birthday. Today’s episode was hosted by Cecilia Lei.

P.M. Edition for April 15. President Donald Trump renews his threat to fire Jerome Powell. WSJ chief economics correspondent Nick Timiraos explains what the conflict between the White House and the Federal Reserve means for Trump's Fed nominee Kevin Warsh. Plus, a jury finds Live Nation guilty of monopolizing the market for U.S. concert tickets. And LIV Golf is on the brink of collapse as a key funder considers backing out. Imani Moise hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Today we have war updates... patience and caution are needed as we focus on recent headlines. From inflation data and Fed commentary to geopolitical tensions and a temporary ceasefire, there has been surprisingly little lasting impact on markets. Underlying market weakness existed before the war and the conflict has mainly reshuffled sector performance leaving markets stuck in a fragile, uncertain range. While some areas like energy, materials, and staples showed prior strength, others such as software and parts of financials remain weak. Conflicting signals from interest rates, the dollar, and inflation expectations, along with continued volatility driven by political narratives rather than fundamentals, make it difficult to form a high-conviction outlook.  We discuss...  Markets largely ignored major news on inflation, Fed policy, and geopolitics, suggesting underlying uncertainty and indecision. The market was already weakening before the war, meaning the conflict mainly shifted trends rather than creating new ones. Current price action reflects a choppy trading range with no clear directional trend emerging. Software and parts of technology remain notably weak, even compared to pre-war levels. Semiconductor stocks have held up better, creating divergence within the tech sector. Financials are showing signs of stress, partly due to concerns around private credit and hidden risks. Lack of transparency in financial system exposures poses a greater risk than the size of the problem itself. The yield curve is flattening, reducing profitability for banks and signaling potential economic pressure. Interest rates, the dollar, and inflation expectations are sending mixed and unreliable signals. Oil price dynamics and futures markets suggest expectations of declining prices despite short-term spikes. Inflation impacts from higher energy costs may not be fully felt for several months. Geopolitical developments, particularly involving Trump's negotiation style, add unpredictability to market behavior. Sitting in cash is a valid strategy in uncertain environments despite inflation concerns. Missing small upside moves is preferable to being exposed to sudden market drawdowns. Elevated valuations and lingering macro risks suggest markets may not be as stable as they appear. Relief rallies can occur even while underlying economic and market stress persists. There are currently very few high-conviction investment opportunities across markets. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | Mergent College Advisors Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the full show notes at https://moneytreepodcast.com/war-updates-patience-and-caution 

House Minority Leader Hakeem Jeffries (D-NY) offers his party's perspective on the Iran War, the President's delivery on the economy, and America's affordability crisis. This week, the market digested multiple economic data sets. On Tuesday, the producer price index, a gauge of pipeline costs for final demand goods and services, made the biggest 12-month gain since February 2023. Today, the Bureau of Labor Statistics showed that U.S. import prices rose less than expected in March, and petroleum import prices increased 9.4% as the war in Iran drove energy prices higher. CNBC's Steve Liesman and Rick Santelli break down the data and the market's expectations for that data, and Cleveland Fed President Beth Hammack explains what the numbers could mean for the Fed's next interest rate decision. Plus, CNBC's Phil LeBeau discusses the potential for airline mergers in the current administration, Anthropic is reportedly turning down VC money, and Kevin Warsh's Fed nomination hearing has been scheduled after a delay.    Phil LeBeau - 11:13 House Minority Leader Hakeem Jeffries - 19:33 Steve Liesman & Rick Santelli - 36:48 Beth Hammack - 42:47   In this episode: Hakeem Jeffries, @RepJeffries Phil LeBeau, @Lebeaucarnews Steve Liesman, @steveliesman Rick Santelli, @RickSantelli Kelly Evans, @KellyCNBC Michael Santoli, @michaelsantoli Joe Kernen, @JoeSquawk Katie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

As the U.S. population ages, our economy will rely more on nations with younger workforces. Nations like Vietnam, where there are two working-age adults for every dependent. As part of our ongoing Age of Work series, host Kai Ryssdal and ADP chief economist Nela Richardson visit a garment factory and outdoor vendor market in Ho Chi Minh City to learn more about Vietnam's economy. But first: Companies contend with higher transportation costs and the Fed faces oil industry demand destruction.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.

In this episode of Market Mondays, we break down one of the most unpredictable markets we've seen in years. Inflation has surged to a 2-year high, raising serious questions about whether the Fed is losing control and what it will actually take to bring rates down. At the same time, oil prices have crossed the $100 mark, banks are quietly positioning against private credit, and a new investigation into Lululemon could shake investor confidence.We also dive into the Nasdaq's recent winning streak—is this real strength or a setup for a major pullback? Plus, we talk about Sandisk's historic run, the rise of anti-capitalism sentiment, and whether quantum computing stocks still deserve the hype. To close it out, we share one timeless investing lesson that every investor needs to understand in today's market.Special guest 19 Keys joins the conversation to break down the future of AI agents, how automation is reshaping the economy, and what it all means for investors moving forward.#MarketMondays #Investing #StockMarket #Inflation #FederalReserve #OilPrices #Nasdaq #AI #QuantumComputing #WealthBuilding #Finance #InvestSmart #EconomicNewsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

In this first of a two-part discussion, our Global Chief Economist Seth Carpenter leads a discussion with chief regional economists Michael Gapen, Jens Eisenschmidt and Chetan Ahya on impacts of the conflict in Iran and how central banks are responding.Read more insights from Morgan Stanley.----- Transcript -----Seth Carpenter: Welcome to Thoughts in the Market. I'm Seth Carpenter, Morgan Stanley's Global Chief Economist and Head of Macro Research. And today we're going to kick off our quarterly economic roundtable. And this is where we try to step back a little bit from the headlines and the day-to-day changes in markets and try to put the global picture together and frame it for you. In the first of this two-part discussion, we're going to cover the implications of the oil price shock for energy, inflation, and for central bank policy. As always, I'm joined by the Chief Regional Economists here at Morgan Stanley. I've got Michael Gapen, our Chief U.S. Economist, Chetan Ahya, our Chief Asia Economist, and Jens Eisenschmidt, our Chief Europe Economist. It's Tuesday, April 14th at 10am in New York. Jens Eisenschmidt: And 3pm in London. Chetan Ahya: And 10pm in Hong Kong. Seth Carpenter: So, let's just jump right into this. Over the past several weeks, global markets have been dominated by one story. The escalation, de-escalation, the news flow back and forth about the conflict in Iran and the ripple across energy markets, inflation, and growth. Our view has been that even if we don't see another huge leg up in the price of energy and another surge in volatility across financial markets, the persistence of the shock in terms of disrupted supply will be at least as important, if not more so for markets. So, let me start here in the U.S., Mike. You and I have each had lots of conversations with clients about how the Fed's going to react. Market pricing moved a lot before, has retraced, and now is kind of looking at no change in policy for this year, give or take. Your baseline remains that the Fed will have an easing bias and that we'll end up with a couple of cuts later this year. Can you walk us through that thinking, and also where the debate is with clients? Michael Gapen: Sure. So, the evidence in the data… This goes back, let's call it several decades now – that oil price shocks in the U.S. do tend to push headline inflation higher by definition. But they have very limited second round effects on core inflation. And the higher oil prices go, the more likely it is that you get some demand destruction, some weakness in spending, maybe even some weakness in hiring. So, there is a bit of a non-linearity here. In our baseline where oil is elevated, but let's say not excessively high, I can completely buy the argument that the Fed is on hold assessing the evolution of the data and wondering are there second round effects on inflation? Or is this weakening demand? So, Seth, our view is that the Fed is right in its assessment that tariff passed through to goods prices will eventually moderate. And that the oil price effect on headline will diminish. And later this year, core inflation moderates. That should open the door for the Fed to cut two times this year. I do think that the wrong thing to do in this situation is to raise rates into this… Seth Carpenter: I agree with you. Michael Gapen: Yeah. So, I think it's… The Fed's on hold or their cutting. If we're right on where inflation goes, that can open the door to cuts. But to your point, where is the investor debate right now? I think the knee jerk reaction from markets is – the Fed's on the sideline, for, let's call it the foreseeable future. Which as you noted in this market is day-to-day headline to headline. And the Fed will assess where to go later this year. We think they can cut. But I think in general, the Fed is either on hold or cutting. I think the wrong thing to do right now is raise rates. Jens Eisenschmidt: Yeah, let me jump in maybe here from Europe where in theory it's the same problem. Just that the answer that the central bank is likely to give in Europe is slightly different from the one in the U.S. So, the debate we have with clients is not so much about whether or not the ECB is going to hike rates. It's more about how much it will do or have to do this. I mean, again, it has a lot to do with the way oil prices in the end, end up trading. It will be a lot more inflation or less. But it has also to do with the way the mandates are constructed. So, the ECB really has a single inflation mandate and not a dual mandate like the Fed in the case of the U.S. So, there's much more attention on inflation. Next to that, we have stronger second round effects. Historically, we know that from the data. So, it's clear and understandable why ECB policy makers all came out cautioning against that inflation coming, and sort of mulling what had to be done there. We had some leaks out of the governing council meeting in March that maybe [in] April, you've already seen rate hikes. We pushed strongly back against that notion. Since then, we had other policy makers coming out agreeing to that. Yet we likely have a discussion in the June meeting that may lead to a rate hike. We currently forecast a rate hike in June and one in September. Seth Carpenter: What about the growth risks to the euro area? Is that part of why you think the hikes might come later? Is that part of why the ECB might only hike two times this year? How do you think about the growth risks for the euro area in addition to the inflation risks? Jens Eisenschmidt: Yeah, no, I think that's a fair question. We have just updated our growth outlook for this year. Next, we've downgraded growth, obviously. Again, all of that is dependent on the scenario in the end we are in. For now, we assume a scenario of elevated oil prices for this year, but then they will retrace. Now the ECB will look at that in a very similar fashion. So first of all, they will have their new projections. They will see whether there is any hope, reasonable hope that we go back to close to target inflation. Mind you, we were below target, started the year on a very good footing here. And now are projecting we will more or less come out at above 3 percent this year and 2.4 next. Both are above the 2 percent target. That already factors in a mild hit to growth. And I think here is really the crux of the matter. If the ECB has to see a more dramatic downward revision of its growth outlook, they may as well hold a little bit more back with rate hikes. At the same time, for now, all the indications are that the hit to growth will be relatively mild and herein lies if you want the basis for the rate hikes. It's a bit of a signaling device. It's a bit of lowering growth, but not really as much. It's not – we see a central bank leaning strongly against inflation. We are seeing them mildly leaning against it in a bid to stabilize inflation expectations mainly.Seth Carpenter: Alright, that's super helpful. Chetan, I'm going to come to you because we've talked with Mike and with Jens about the inflationary side of things and the growth side of things. But when I think about energy and Asia, I think of Asia as being a bit more exposed than other big economies, definitely relative to the United States. And I think about a lot of sensitivity, not just to the consumer, but also to manufacturing. So how are you thinking about the exposure across your region, across Asia to this energy shock? Where are the biggest risks? Chetan Ahya: So, Seth, first of all, I agree with you. I think Asia is the most exposed region. The best metric for assessing that is how much is the net oil imports of each of the regions in the world. And Asia is at around 2 percent of GDP. Europe is around 1.5 percent of GDP and U.S. is actually a minor surplus. Now in terms of the transmission of this shock to growth, there are two elements to be considered. One is the price of oil and gas, and second is the supply shortages. And in fact, all my life when I have been doing this work of modeling on oil shocks to growth transmission, we've never had to really think about supply shortages. We've always been considering oil price increase and its impact. But in this cycle, we have to also consider the supply shortages. So, when you consider both these factors, we think that there will be a meaningful growth damage to Asia from the evidence of oil price increase and gas supply shortages that we have seen so far. And we have just reduced our growth estimates for the region from 4.8 percent to 4.4 percent. Mind you, first quarter was fine. So, this is all on account of the last three-quarters growth damage. And we are assuming that there will some kind of normalcy that we see in ships transiting through the Strait of Hormuz. And we are resuming oil prices average around $110 in second quarter and then come down to $90. So, in that sense, our base case is still expecting some kind of a resolution very soon. But if that doesn't materialize and you see oil prices rising up to $150, then we think region will take a much bigger hit and growth will come down to 3.9 percent in 2026. Seth Carpenter: So, Chetan, you've made a couple of really good points there. One I want to highlight is the difference between the quantities and the prices. I would say as economists, as people in markets, we're used to thinking about oil shocks as just about the price of oil and how that transmits through.But I do think there's a real risk now, given the virtual shutdown of traffic through the Strait of Hormuz that we see physical shortages. And across different Asian economies, we have seen rationing already come into place. So, when you look across the region, how would you rank the specific economies that are most exposed? Especially if we have to think about physical shortages. Chetan Ahya: Yeah, right. Seth. So, we've considered both the aspects, price effect as well as the supply shortages. And on that basis, we rank India, Taiwan, Thailand, Korea and Philippines are the ones which are most exposed. And on the other hand, China and Malaysia are least exposed. Japan and Australia are moderately exposed. Seth Carpenter: Yeah, and that makes a lot of sense. But I can't let you get away from the discussion on Asia without thinking about China. What are you thinking specifically about China? How exposed is it? What's going to happen with growth there? And you know, one of the themes, you and Robin Xing, our Chief China Economist, had been talking about now for over a year is the deflationary cycle in China. So how should we think about the effects in China? Chetan Ahya: So, I think, yeah, China is uniquely positioned in this cycle. We are expecting China's growth to be down by just 10 basis points. So, it almost is as if there is not much damage to China's growth estimates that we have made. And the reason why we see little damage in China's growth numbers is because of two reasons. Number one is that their net oil imports are relatively low. And second is that they have a lot of control on their supply chain. So, for example, they have coal gasification facility. So, when crude oil prices rise above $100, they can activate this coal gasification facility and use that for all the areas where you can use fuel. And they are also quite good in terms of their own electricity distribution management. They have a lot of surplus thermal power capacity. They have a lot of surplus solar electricity capacity. So, they're able to toggle between gas-based electricity supply into coal and solar. So that gives them a lot of leeway to manage the shock and not have much growth damage. Onto your second point on the impact on its deflationary situation. We think that there will be a rise in prices in China because of the input price increase. We still won't call that as winning this deflation challenge that China has been going through over the last three years. For us, if you want to have true sustainable reflation, you should see consumption demand picking up. At the same time, you should see improvement in corporate margins. And neither of those will happen when you have a rise in inflation because of rise in input prices.Seth Carpenter: Yeah, that makes a lot of sense. As always China is an interesting but complicated story. So maybe this is a good place to stop for today.We focused on the immediate effects of the shock, higher energy prices, central bank reaction. Tomorrow, I think we'll be able to dig in deeper into some of the second order effects, and then also ask the question, where are we going from here? What's going to happen to labor markets productivity – the more structural questions. So, Mike Chetan, Jens, thank you so much for joining today. And to the listener, thank you for listening. And be sure to tune in tomorrow for part two of our conversation. And if you enjoy this show, please leave us a review wherever you listen to podcasts and share Thoughts on the Market with a friend or a colleague today.

As the U.S. population ages, our economy will rely more on nations with younger workforces. Nations like Vietnam, where there are two working-age adults for every dependent. As part of our ongoing Age of Work series, host Kai Ryssdal and ADP chief economist Nela Richardson visit a garment factory and outdoor vendor market in Ho Chi Minh City to learn more about Vietnam's economy. But first: Companies contend with higher transportation costs and the Fed faces oil industry demand destruction.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.

The awakening often starts with a single moment of betrayal. For Dr. Chris De Armitt, it was his daughters coming home from school parroting a lie: "All plastic is bad and doesn't degrade." As a materials scientist, he knew this was scientifically false—and he was paying premium taxes for this "education." That anger launched a crusade that would lead him to review over 6,000 studies, write The Plastics Paradox, and found the Plastics Research Council. In this awakening conversation, we explore how we've been systematically misled about everything from microplastics to "biodegradable" bags, why your anxiety about plastic water bottles is literally more dangerous than the bottles themselves, and how to spot the difference between genuine science and billionaire-funded propaganda. If you're ready to question what you've been told about "saving the planet," this is your moment of clarity.   Guest: Dr. Chris De Armitt All Episodes: https://www.awakeningpodcast.org Roy / Brain Gym & Virtual Assistants: https://roycoughlan.com/ Bio of Dr. Chris De Armitt Dr. Chris De Armitt (PhD, FRSC, FIMMM, CChem) is one of the world's leading independent experts on plastics, microplastics, and the environment. A Fellow of the Royal Society of Chemistry and the Institute of Materials, Minerals and Mining, he has worked at the forefront of polymer science with companies including BASF, HP, Apple, and Disney. He is the founder of Phantom Plastics and the Plastics Research Council, a network of professors and toxicologists dedicated to sharing scientific truth. After reviewing over 6,000 peer-reviewed studies, he authored The Plastics Paradox and Shattering the Plastics Illusion, both available for free. His work has been featured on CBS 60 Minutes, BBC, Sky News, and The Washington Post. He has advised governments and policymakers worldwide and has never been funded by the plastics industry.   What we discussed: 00:00 Introduction 01:10 How his daughter's homework sparked a global mission 02:10 Expert witness AGAINST plastic — vaginal mesh case & 9,000 settlements 03:35 Peer Reviewed Vs Paid Reviewed 05:30 The Plastic Protestors 06:20 What would make a difference to the Environment 06:50 The Plastic Straw Myth 07:50 The lie of the Plastic in our Bodies 08:20 Why it Does Not  take 1,000 yrs to break down 09:45 How long to Degrade a Plastic bag 11:19 Everylife bags 12:35 Tyre materials have toxic Rubber 14:20 How your body reacts to plastics  16:40 Does Plastics leak into your body from Water bottles 18:00 How Poor Countries sterilize their water 19:05 Testing the Plastic on rats should put you at ease 19:40 People get ill from the Worry of Plastics in your body 20:30 Fed 25% of Teflon to Rats 22:30 Do any Governments pay attention to his studies 24:30 Why taxing plastic bags did not help 25:50 What happens to our Plastic to be Recycled 27:50 Poland new bottle tax 30:35 No Correlation between Recycling and Litter 31:45 The Ocean Plastic Lie 36:20 Is the 8 Billion Population another Lie 37:20 The attacks on Social Media 41:25 His 2 Books on Plastic 42:50 Why are Billionaires lying about the Plastics 46:24 Be Skeptical of Headlines 47:30 Where to find Dr. Chris De Armitt   

Episode 331 is classic The Higher Standard chaos with a purpose: Chris, Saied and Rajeil take a world that feels like it is being held together by ceasefire headlines, oil volatility and pure market delusion, then translate it into plain English for the people actually paying the price. They unpack the Fed getting boxed in by sticky inflation, war driven energy shocks and a market still partying like rate cuts are around the corner, while housing stays brutally unaffordable and AI quietly starts showing up in real job losses. It is equal parts macro reality check and group chat energy, with enough jokes, side quests and liquid natural gas immaturity to make the medicine go down easy.

Next round of talks between US and Iran could take place this week or early next week, according to the Iranian embassy official in Pakistan.US VP Vance said we made some progress in Iran talks, and he wouldn't say things went wrong, while he added Iranians moved in our direction in talks, but not far enough.A US official said there is “continued engagement” with Iran and forward motion on trying to get to an agreement, while a senior US official also said talks between the US and Iran are continuing even now and there is progress in trying to reach an agreement, according to Axios.Energy eases amid continued reports of further US-Iran talks.Global equities gain on positive risk tone; US banks ahead.DXY soften, Kiwi continues to outperform while JPY helped modestly by reports BoJ is to increase price forecast.Fixed benchmarks gain, heavy speaker slate ahead. Looking ahead, highlights include US NFIB Business Optimism Index (Mar), ADP Weekly Change, PPI (Mar), South Korean Export/Import Prices (Mar), IMF World Economic Outlook Press Briefing (Apr). Speakers include BoE's Bailey & Greene, ECB's Lane, Cipollone & Lagarde, RBNZ's Breman, Fed's Goolsbee, Barr, Paulson, Collins & Barkin, Earnings from JPMorgan Chase, BlackRock, Citi, J&J, Wells Fargo & Kering.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

The US is reportedly eyeing a potential second round of in-person talks with Iran as the blockade takes hold, according to CNN.AP reported that the US and Iran could be headed toward a second round of talks, which could happen on Thursday.US VP Vance said we made some progress in Iran talks, and he wouldn't say things went wrong, while he added Iranians moved in our direction in talks, but not far enough.A US official said there is “continued engagement” with Iran and forward motion on trying to get to an agreement, while a senior US official also said talks between the US and Iran are continuing even now and there is progress in trying to reach an agreement, according to Axios.An IRGC spokesperson said that if the war continues, they will unveil capabilities that the enemy has no idea about, according to SNN.APAC stocks traded higher as risk sentiment was underpinned by hopes regarding US-Iran peace talks; European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 0.4%.Looking ahead, highlights include Swedish CPIF Final (Mar), German Wholesale Prices (Mar), Spanish HICP Final (Mar), US NFIB Business Optimism Index (Mar), ADP Weekly Change, PPI (Mar), South Korean Export/Import Prices (Mar), IEA OMR (Apr), IMF World Economic Outlook Press Briefing (Apr). Speakers include BoE's Mann, Bailey & Greene, ECB's Lane, Cipollone & Lagarde, RBNZ's Breman, Fed's Goolsbee, Barr, Paulson, Collins & Barkin, Supply from the Netherlands & Germany. Earnings from JPMorgan Chase, BlackRock, Citi, J&J, Wells Fargo, BMW & Kering.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

18 jaar lang was Google aan de macht binnen de advertentiemarkt. Met hun platform voor adverteerders wisten ze iedereen in de houdgreep te krijgen. Maar nu moet Alphabet die titel afstaan. Meta lijkt namelijk hun score te overtreffen, met ruim 240 miljard dollar aan advertentie-inkomsten dit jaar. Hoe pijnlijk is dat voor Google? En wat betekent het voor beide aandelen? Dat hoor je in deze aflevering. Dan hebben we het ook over het cijferseizoen dat begint. Het kan wel eens het beste in jaren worden. Sinds 2021 werden er niet zulke winststijgingen verwacht binnen de S&P 500. Maar daarna is het ook gelijk klaar met het feest. Het IMF schets een drietal scenario's voor de rest van het jaar, en die zijn stuk voor stuk niet best. En ook JP Morgan Chase-topman Jamie Dimon waarschuwt (zoals hij wel vaker doet) voor een hele lijst aan risico's. Alleen is die lijst nu wel nog wat verder gegroeid. Verder hoor je over een mogelijke fusie, die tot de grootste luchtvaartmaatschappij ter wereld zou kunnen leiden. United Airlines en American Airlines zouden een plan aan president Trump hebben voorgelegd om samen te gaan. Alleen is het vooral de vraag wat Europa van die fusie zou vinden. Te gast: Niels Koerts van Stockwatch.nl BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

Today's Post - https://bahnsen.co/4cmGmIS In this Monday Dividend Cafe, David recaps a volatile session in which futures fell 400–500 points after Iran negotiations failed, then markets rallied into the close as investors weighed a new U.S. strategy: a blockade of the Strait of Hormuz aimed at halting Iranian trade and forcing reopening. Oil spiked about 8% overnight but ended up roughly 1.5% to around $98, while estimates suggest the blockade could cost Iran about $275M/day in exports and $150M/day in imports. Bahnsen expects continued volatility and notes a tariff threat tied to arms sales to Iran was not taken seriously by markets. He also reviews CPI (3.3% headline, 2.6% core; gasoline up 21% MoM), weak existing home sales, uncertainty around Fed leadership and rate cuts, why U.S. producers focus on futures pricing, and the start of earnings season, with an AI-focused episode planned Friday. 00:00 Market Whiplash Recap 00:43 Iran Blockade Strategy 01:35 Oil Spike and Volatility 02:59 Blockade Costs and Outlook 04:05 Inflation and Tariff Talk 04:55 Housing Market Check 05:24 Fed Uncertainty and Rates 06:25 Why US Oil Output Lags 07:19 Earnings and AI Preview 07:39 Wrap Up and Thanks Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Kris Mitchener is a professor of economics at Santa Clara University and is an economic and monetary historian. In Kris's first appearance on the show, he discusses how he fell in love with building data sets out of old dusty archives, the origins and fall of bimetallism, the pros and cons of the gold standard, the problem of operating losses on the Fed's balance sheet, what truly anchors the price level, and much more.  Watch the full length video on our new YouTube Channel! Check out the transcript for this week's episode, now with links. Recorded on March 4th, 2026 Subscribe to David's Substack: Macroeconomic Policy Nexus Follow David Beckworth on X: @DavidBeckworth Follow the show on X: @Macro_Musings Check out our Macro Musings merch! Timestamps 00:00:00 - Intro 00:01:33 - Kris' Career Path 00:06:32 - What Is Bimetallism? 00:14:41 - The Gold Standard 00:28:55 - Disinflation Policies and Central Bank Finances 00:49:25 - What Anchors the Price Level 00:55:22 - Outro

April 13, 2026 – Discover how dividend-paying stocks can add income and stability to your portfolio. Jim Puplava shares insights on dividends, inflation, tax benefits, and strategies for every stage of investing on Financial Sense Newshour...

It was a pleasure to welcome Rob Kaplan, Vice Chairman of Goldman Sachs, and former President of the Dallas Fed, to the Alpha Exchange.   We begin with Rob's reflections on his time at the helm of the Dallas Fed from 2015 to 2021, a period spanning rate liftoff, fiscal stimulus, and the COVID crisis. He outlines how his perspective as a business practitioner led him to focus on structural forces—demographics, globalization, and technology—rather than relying solely on cyclical data and economic models.   We then turn to the current environment, where the Fed faces a more complex trade-off between inflation and employment. Rob highlights the limits of monetary policy, emphasizing that broader economic outcomes are increasingly shaped by fiscal policy, regulation, and structural trends beyond the Fed's control.   The conversation also explores changes in financial markets, including the diminished influence of Fed policy on the long end of the yield curve, the growing importance of supply and demand for Treasuries, and the implications of a more leveraged global economy.   We close with a discussion on regulation, private credit, and the impact of geopolitical shocks, as well as how AI-driven disruption is influencing corporate behavior and risk management across industries.   I hope you enjoy this episode of the Alpha Exchange, my conversation with Rob Kaplan.

In this episode of Fed by the Fruit, host KB takes a deep dive into the life of King Saul — Israel's first king, chosen by God yet ultimately rejected for his disobedience. From his humble beginnings in the tribe of Benjamin to his anointing by the prophet Samuel, Saul had every opportunity to honor God and lead well, but pride, fear, and repeated disobedience led to his tragic downfall. KB walks through the key moments of Saul's reign — his military victories, his failure to obey God's command against the Amalekites, his jealous pursuit of David, and his devastating final battle against the Philistines — and draws out three powerful lessons for believers today: obey the Lord and seek His will, don't misuse the power entrusted to you, and lead with humility as God calls you to lead. This month's memory verse is John 15:5 — "Apart from me, you can do nothing."Reach out to KB on Instagram and share your thoughts.

This episode features Jim Grant of Grant's Interest Rate Observer on inflation, war, monetary policy, and the long arc of credit cycles. Grant explains why inflation is ultimately driven by monetary debasement and why war, fiscal policy, and central bank actions may be setting the stage for a more persistent inflationary regime than markets expect.We explore how today's environment compares to past inflationary periods, the hidden risks in credit markets and public debt, and what history teaches us about AI investment booms, oil shocks, and monetary disruption. Grant also discusses trust in financial systems, the role of gold, and why markets are always harder in real time than they appear in hindsight.Grant's Interest Rate Observerhttps://www.grantspub.com/Topics Covered:Why war is inherently inflationary and how it strains the productive economyThe difference between measured economic stability and underlying systemic risksHow inflation shifted from a wartime phenomenon to a permanent feature of modern monetary policyThe Fed's 2% inflation target as a structural form of currency debasementLessons from the 1970s inflation and oil shocks vs. today's environmentWhy inflation is a ratchet that erodes purchasing power over timeThe importance of trust in credit markets and growing risks in private credit structuresPublic debt, Treasury market dynamics, and early signs of strain in government financingHistorical parallels between AI investment and past technological booms like the internetThe role of gold as a hedge against (and investment in) monetary instabilityThe durability of the US dollar despite long-term structural concernsWhy investing is always difficult in the present—even when it looks obvious in hindsightTimestamps:00:00 Intro and Jim Grant on the true causes of inflation04:04 Why war drives sustained inflation and current geopolitical risks08:00 Historical perspective on inflation before the 1970s12:00 Oil shocks, Volcker, and lessons from past inflation cycles16:00 Why inflation never reverses and purchasing power declines20:00 Trust in markets and the foundation of credit systems24:00 Private credit risks and the modern credit cycle28:00 Public debt, Treasury markets, and fiscal sustainability concerns32:00 Treasury auctions, yields, and early warning signs in bonds35:25 AI capex boom and lessons from past technological bubbles38:17 Air conditioning, internet bubbles, and delayed economic payoffs40:00 The Fed, Treasury, and hidden financial interdependence44:14 Asset allocation, gold, and monetary disruption48:44 The dollar's strength and global dominance53:41 Why investing is always difficult in real time59:00 Advice on markets, newsletters, and enduring uncertainty

Three times since the 1970s, global imbalances have grown large. In the 1980s, the US trade deficit ballooned under Volcker's tight money and Reagan's tax cuts and military spending. In the 2000s, a global savings glut and then a US housing credit boom pushed the deficit to 6% of GDP. Today, the imbalances are back. The US current account deficit stood at 3.9% of GDP in 2025. The policy medicine this time: tariffs.Maurice Obstfeld of the Peterson Institute for International Economics and CEPR has written a chapter in the fourth Paris Report, published jointly by CEPR and Bruegel, examining that history, how policymakers responded, and what it can tell us about the effectiveness of policy remedies in 2026. He tell Tim Phillips that blaming foreigners misdiagnoses the problem if the US saves too little and invests heavily. The gap has to be financed from abroad. Good policy for the new global imbalances would requires three actors to move together: fiscal consolidation in the US, stronger consumption in China, and more investment in Europe. All three would benefit, none are close to doing it. The longer the can is kicked, Obstfeld warns, the greater the risk that the resolution arrives the way it always has: not through policy, but through crisis.The report discussed in this series of episodes:Rey, Hélène, Beatrice Weder di Mauro, and Jeromin Zettelmeyer (eds). 2026. The New Global Imbalances. Paris Report 4. CEPR Press and Bruegel. Free to download at cepr.org.The chapter discussed in this episode:Obstfeld, Maurice. 2026. "Global imbalances redux." In Rey, Weder di Mauro, and Zettelmeyer (eds), The New Global Imbalances. Paris Report 4. CEPR Press and Bruegel.To cite this episode:Phillips, Tim, and Maurice Obstfeld. 2026. “Global imballances redux”, VoxTalks Economics (podcast). Assign this as extra listening. The citation above is formatted and ready for a reading list or VLE.About Paris Report 4The fourth Paris Report, The New Global Imbalances, is a joint publication of CEPR and Bruegel. It was edited by Hélène Rey (London Business School and CEPR), Beatrice Weder di Mauro (Geneva Graduate Institute and CEPR, and President of CEPR), and Jeromin Zettelmeyer (Bruegel and CEPR). The report examines how, in a high-debt and fragmented world, excess savings, rising surpluses, and rising deficits pose a risk to stability and undermine the global trading system. It is free to download at cepr.org.About the guestMaurice Obstfeld is Senior Fellow at the Peterson Institute for International Economics and a Research Fellow of CEPR. He served as Chief Economist of the International Monetary Fund from 2015 to 2018. His research spans international finance, exchange rate economics, and macroeconomic policy. He is a former member of the Council of Economic Advisers under President Obama.Research cited in this episodeThe Plaza Accord (1985) was a joint agreement between the US, West Germany, France, the United Kingdom, and Japan to intervene in foreign exchange markets to depreciate the US dollar. It was negotiated because a surging dollar, driven by Volcker's tight monetary policy and the Reagan fiscal expansion, had pushed the US current account deficit to then-unprecedented levels and created severe competitive pressure on US manufacturing. The accord moved the dollar, but did not resolve the underlying imbalances; those were corrected by German reunification and the Japanese asset bubble, which were not planned by anyone.The Louvre Accord (1987) was a follow-up agreement among the same countries to stabilise the dollar once it had depreciated far enough. Obstfeld uses both episodes to illustrate that exchange rate agreements address the symptom, not the cause, and tend to sidestep the hard political decisions about fiscal policy.The global savings glut hypothesis, associated with Ben Bernanke, holds that rising savings outside the US in the early 2000s, particularly from Asian economies building dollar reserves after the Asian financial crisis and from oil exporters, depressed global interest rates and drove capital into US assets. Obstfeld argues that from around 2002 onward the better explanation is US demand pulling capital in: loose Fed policy, the housing boom, subprime lending, and equity extraction from rising home values all drove US spending higher, and the current account deteriorated as the dollar fell rather than rose.The One Big Beautiful Bill Act is US tax legislation that prevents the expiration of tax cuts that had been written into law, effectively delivering a tax reduction. Obstfeld points out that by lowering national saving it pushes the current account in the opposite direction to what the administration wants, partly undoing whatever modest deficit-reducing effect the tariffs might have through their revenue.The Draghi report and the Letta report are European policy documents calling for deeper integration, more investment, improved competitiveness, and a completion of the EU's capital markets and banking unions. Obstfeld cites them as pointing in the right direction for reducing Europe's current account surplus, alongside the defence spending increases that European countries are now pursuing.More VoxTalks Economics episodesThis episode is the first of two published simultaneously to mark the launch of Paris Report 4. In the second episode, Gilles Moëc, Chief Economist at AXA, explains why the US government is so keen to promote stablecoins and the risks they may pose to the financial system in the US and Europe.For an interview with two of the report's editors, Beatrice Weder di Mauro and Jeromin Zettelmeyer, on the problem of global imbalances, listen to The Sound of Economics, Bruegel's podcast. Available at bruegel.org.

The US delegation, led by Vice President Vance, left US-Iran talks in Pakistan to return to the US without an agreement after 21 hours of talks.US President Trump said the US Navy will begin the process of blockading any and all ships trying to enter or leave the Strait of Hormuz.US Central Command said it will begin implementing a blockade on all maritime traffic entering and leaving Iranian ports on April 13th at 17:00 Israeli time (15:00BST/10:00EDT).Crude futures surged with Brent crude back above the USD 100/bbl level following the failure of US-Iran talks in Islamabad and with the US to begin a naval blockade in the Strait of Hormuz.APAC stocks declined; European equity futures indicate a lower cash market open with Euro Stoxx 50 futures down 1.4%, off worst levels.Looking ahead, highlights include US Existing Home Sales (Mar), OPEC MOMR (Apr). Speakers include ECB's de Guindos, RBA's Hauser & Fed's Miran. Earnings from Goldman Sachs & LVMH.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

The US delegation left US-Iran talks in Pakistan without an agreement after 21 hours of talks. As a response, US President Trump said the US Navy will begin the process of blockading any and all ships trying to enter or leave the Strait of Hormuz, effective 10:00EDT/15:00BST.Pakistani, Egyptian and Turkish mediators will continue talks with the US and Iran in the coming days, aiming to help close the gaps between US-Iran, Axios reported citing sources. All parties believe a deal is possible.Energy spikes, Brent returns above USD 100/bbl as Trump threatens Hormuz blockade.European bourses weaker but off worst levels, LHA GY suffer from another strike; US equity futures in the red.DXY firmer on haven demand, HUF surges on Tisza supermajority.Global fixed income hit as energy surges; busy speaker slate ahead. Looking ahead, highlights include US Existing Home Sales (Mar), OPEC MOMR (Apr). Speakers include ECB's de Guindos, RBA's Hauser & Fed's Miran. Earnings from Goldman Sachs & LVMH.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Repo fails spiked to more than $415 billion. Treasury bill prices are jumping. Prices. US bank dealers are using their record government bond holdings at the same time foreigners are deploying huge amounts of their reserves of the same instruments. Treasuries bonds are all over the shadows and it has nothing do with interest rates or the Fed, except the Fed is providing a lot of the data. What does it all mean? The answer -a critical part of it - can be found in Nigeria. Eurodollar University's Money & Macro Analysis----------------------------------------------------------------------------------What if your gold could actually pay you every month… in MORE gold?That's exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider----------------------------------------------------------------------------------https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

We kind of have a ceasefire – depends on who you ask. The Fed still thinking of a rate cut this year. Best day for the markets since …..April 2025 – Worst day for Oil in 6 years – Governments heavy hand… We are talking Stock Market Maestros with our guest – Clare Flynn Levy, CEO of Essentia Analytics NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment)   Clare Flynn Levy is the founder and CEO of Essentia Analytics, a fintech firm that uses decision attribution analytics to help both equity fund managers and allocators of capital identify investment skill and bias – and continuously improve their decision-making. Essentia leads the field in behavioral analytics and works with many of the world's largest investment managers. Prior to founding Essentia, Clare spent 10 years as a fund manager, both active equity (running over $1bn of pension funds for Deutsche Asset Management) and hedge (as CIO of Avocet Capital Management, a technology hedge fund). She’s the co-author of “Stock Market Maestros: The winning habits, strategies, and mindsets of the world’s best investors” (2026). Follow @cflynnlevy Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE Stocks mentioned in this episode: (SPY), (USO)

Derek Moore is joined by Mike Snyder and Shane Skinner this week to discuss the all-time low in consumer sentiment and what if anything it means for markets. By the way, who exactly are they getting to stay on the phone for 50 questions? Then they discuss Exxon vs Salesforce performance since the CRM replaced XOM in the Down Jones Index. Plus, secular bull markets have pullbacks so are we still in one now?   Consumer confidence all-time low Does Consumer Sentiment indicator from UMich forecast stock movements? Semiconductor forward earnings growth is predicted to be strong S&P 500 Index earnings seasons is upon us Exxon got replaced by Salesforce in the Down but since then CRM is trailing XOM Geopolitical volatility Why the Fed probably still cuts and the stock market is seeing through the clutter US Dollar Index peeled back from recent highs so is that good for earnings? Sarcastic discussion on who the heck is answering survey calls   Mentioned in this Episode     Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT   Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt   Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag   Contact Derek derek.moore@zegainvestments.com        

Het cijferseizoen gaat beginnen! En in Nederland betekent dat altijd één ding: spektakel. Want we trappen 'm zoals altijd af met de cijfers van ASML. Er is alleen iets anders dan normaal, want de chipmachinemaker heeft besloten niks meer over de bestellingen te zeggen. Gaan beleggers dus nu speculeren over slechte vooruitzichten, of fantaseren ze liever over een glansrijke toekomst? Dat zoeken we in deze aflevering uit. Verder kijkt onze gast, Martine Hafkamp, ook uit naar de resultaten die ASML in China behaalt. Met verse geruchten over nieuwe exportrestricties kan je daar emotioneel maar alvast afscheid van nemen. Je hoort hoe groot die bedreiging is voor de verdiensten van de Veldhovenaren. In Beurs in Zicht stomen we je klaar voor de beursweek die je tegemoet gaat. Want soms zie je door de beursbomen het beursbos niet meer. Dat is verleden tijd! Iedere week vertelt een vriend van de show waar jouw focus moet liggen. Te gast: Martine Hafkamp van Fintessa Vermogensbeheer BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

CPI triples to 0.9%, consumer sentiment hits an all-time low, and the Fed is quietly running QE — stagflation isn't coming, it's here.Gold ended the week at $4,745 with silver at $75.76 and mining stocks up 5%, all buoyed by the Taco Tuesday ceasefire that sent markets surging mid-week. Peter Schiff argues the ceasefire is a win for Iran and that Trump was looking for a way out of threats he could never carry out — but the real story is the inflation data.March CPI came in at 0.9% month-over-month, tripling February's reading and pushing year-over-year inflation to 3.3%. The Fed's balance sheet has quietly expanded by nearly $200 billion in 2026 — quantitative easing in everything but name. Q4 GDP was revised down to 0.5%, making 2025's full-year growth just 2.1% — lower than any year under Biden. Consumer sentiment plunged to 47.6, the lowest reading in the history of the survey. Schiff connects the dots: M2 money supply growing at 5%, a proposed 50% defense budget increase, and a Fed that will be forced to cut rates regardless of inflation all point to a stagflation environment where gold and silver are headed substantially higher.Chapters:00:00 Ceasefire and Market Mood15:20 Inflation Data and Fed QE23:14 Inflation Not The War38:46 Stagflation Bull CaseFollow @peterschiffX: https://twitter.com/peterschiffInstagram: https://instagram.com/peterschiffTikTok: https://tiktok.com/@peterschiffofficialFacebook: https://facebook.com/peterschiffGet more gold & silver now: https://www.schiffgold.com1-888-GOLD-160 (465-3160)Open a T Gold account: https://www.tgold.comOpen a managed account: https://europac.comListen to The Peter Schiff Show: https://schiffradio.comFollow the main channel: https://youtube.com/peterschiff#PeterSchiffShow #Stagflation #GoldInvestingOur Sponsors:* Check out Fast Growing Trees and use my code GOLD for a great deal: https://www.fast-growing-trees.com* Check out GhostBed: https://ghostbed.com/PETER* Check out Grammarly: https://grammarly.com* Check out Quince: https://quince.com/GOLD* Check out TruDiagnostic and use my code GOLD20 for a great deal: https://www.trudiagnostic.comPrivacy & Opt-Out: https://redcircle.com/privacy

Core inflation is still running hot—and rising energy prices could add even more pressure. In this episode of Real Estate News for Investors, Kathy Fettke breaks down the latest PCE data, showing inflation at 3%, above the Fed's target. But this report came before the recent surge in oil prices tied to geopolitical tensions. Meanwhile, consumer income is slipping and economic growth has been revised lower—raising concerns about a potential stagflation environment. What does this mean for interest rates, the Fed, and real estate investors? Kathy explains what to watch next and how to navigate a market facing rising uncertainty. Want to learn more? Visit www.Newsforinvestors.com Source: https://www.cnbc.com/2026/04/09/core-inflation-was-3percent-in-february-as-expected-key-fed-gauge-shows.html 

CPI triples to 0.9%, consumer sentiment hits an all-time low, and the Fed is quietly running QE — stagflation isn't coming, it's here. Gold ended the week at $4,745 with silver at $75.76 and mining stocks up 5%, all buoyed by the Taco Tuesday ceasefire that sent markets surging mid-week. Peter Schiff argues the ceasefire is a win for Iran and that Trump was looking for a way out of threats he could never carry out — but the real story is the inflation data. March CPI came in at 0.9% month-over-month, tripling February's reading and pushing year-over-year inflation to 3.3%. The Fed's balance sheet has quietly expanded by nearly $200 billion in 2026 — quantitative easing in everything but name. Q4 GDP was revised down to 0.5%, making 2025's full-year growth just 2.1% — lower than any year under Biden. Consumer sentiment plunged to 47.6, the lowest reading in the history of the survey. Schiff connects the dots: M2 money supply growing at 5%, a proposed 50% defense budget increase, and a Fed that will be forced to cut rates regardless of inflation all point to a stagflation environment where gold and silver are headed substantially higher.

The Bureau of Labor Statistics' March CPI data revealed an annual inflation rate of 3.3%. Former Transportation Secretary Pete Buttigieg discusses the pressures on American consumers, including an Iran War-prompted energy price surge and DHS funding. NYT investigative journalist John Carreyrou spent years digging into the real identity of bitcoin creator Satoshi Nakamoto and concluded that it is famed computer scientist, Adam Back. Adam Back, though he's made notable contributions to the foundations of bitcoin, denies the conclusion. Back makes his case directly–and explains why anonymity might be good for bitcoin. Plus, OpenAI has fired at Anthropic in a new memo to shareholders, Kevin Warsh's Fed nomination hearing was delayed, and a fake research paper fooled AI models.    Pete Buttigieg            15:09 Adam Back                  31:29 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 10, 2026 – The ceasefire may be holding, but the real conflict is just getting started. Jim Puplava sits down with macro analyst Jim Welsh to break down why markets are dangerously wrong about Iran...

Book a call: https://remnantfinance.com/calendar Out Print the Fed with a 1% target per week: https://remnantfinance.com/optionsEmail us at info@remnantfinance.com or visit https://remnantfinance.com for more informationFOLLOW REMNANT FINANCEYoutube: @RemnantFinance (https://www.youtube.com/@RemnantFinance)Facebook: @remnantfinance (https://www.facebook.com/profile.php?id=61560694316588)Twitter: @remnantfinance (https://x.com/remnantfinance)TikTok: @RemnantFinanceDon't forget to hit LIKE and SUBSCRIBE_____________________________Hans goes back to the fundamentals, pulling from one of the rarest books in the IBC world: The Economics of Life Insurance by Solomon Huebner. Written roughly 80 years ago, this book laid the intellectual foundation for how life insurance should actually be understood, not as a death benefit waiting to pay out, but as income protection against every form of economic death a family can face. Chapters:00:00 - Opening segment06:00 - Introducing Solomon Huebner and The Economics of Life Insurance08:30 - Reframing the concept: life insurance is income insurance11:00 - Economic Death #1: Physical death and the 1 in 3 statistic18:00 - The fire insurance comparison: why the math should embarrass us all22:00 - Economic Death #2: The living death and why disability is the most costly outcome29:00 - The waiver of premium rider and why disability insurance matters more35:00 - Economic Death #3: Retirement death and not becoming a burden on your children41:00 - The moral obligation: Huebner's case for insuring your human life value44:00 - Closing segmentKey Takeaways:Most people only plan for one of the three ways their income can die. Huebner lays out three distinct forms of economic death: physical death, total and permanent disability, and retirement. Only one of them puts you in the ground. All three wipe out your income. The fire insurance comparison should be uncomfortable. Half of American homes carry fire insurance against an event that, if it occurs, destroys roughly 10% of the property on average. Death is a 100% certain event that produces a 100% loss of income. The 1 in 3 statistic reframes everything. At age 30, roughly one in three workers will not reach the standard retirement age of 65. If you would not board a plane that had a 1 in 3 chance of not landing, you should not leave your family's financial future unprotected against those same odds.Disability is the most expensive form of economic death, not physical death. When you die, your income stops and so do your resource needs. When you become totally and permanently disabled, your income stops and your resource needs increase, often dramatically, over a long period of time. The waiver of premium rider is the one financial asset that keeps feeding itself when you can't. If you become disabled and lose your income, contributions to your brokerage stop, your savings account stops growing, your real estate stops getting funded. Not insuring your human life value is a moral failure, not just a financial one. Huebner's language is direct and Hans does not soften it. If you understand the risk and choose not to protect against it, the loss does not fall on you. It falls on your wife and your children.

Suraj Bhakta doesn't sugarcoat the moment. He sees a strong Q1, then watches geopolitics and travel costs squeeze demand again. No Vacancy is the official podcast of AAHOACON, and I talked with Suraj Bhakta of New Gen Advisory on the show floor about how owners react when the Fed shifts, travel gets expensive, and buyers and sellers hit pause.

Bitcoin trades flat near $72K with low volatility as markets await today's CPI inflation print, which could shape Fed expectations and trigger a breakout after three failed attempts above $73K since the ceasefire; altcoins like ETH, SOL, and DOGE slid while XRP tested higher levels. Bittensor drama from a key developer exit added sector-specific pressure. Regulatory updates included Treasury's dual-tier stablecoin rules and ongoing SEC proposals under review. Strong recent Bitcoin ETF inflows and Strategy's continued buying provided support amid institutional resilience—focus remains on CPI reaction, geopolitical truce durability, and potential volatility expansion. Hosted on Acast. See acast.com/privacy for more information.

Haley Bickelhaupt hosts AgDay: Drought tightens its grip on U.S. agriculture as planting season nears, with major impacts on cotton, wheat and more. We track conditions, markets, Fed signals, fertilizer cuts, and new USDA AgTech testing—plus how worms are helping farmers reuse water.See omnystudio.com/listener for privacy information.

The personal consumption expenditures report, which is the Fed's preferred measure of inflation, showed costs rose 2.8% year-over-year in Feburary. That's above the target, but never fear: Resilient consumers keep on spending, despite rising prices. What'll it take to shake things up? Also in this episode: A war-driven plastic shortage costs U.S. manufacturers, we give that GDP revision some context, and Kai visits a nuclear reactor.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.

Arthur Hayes is the CIO of Maelstrom and co-founder of BitMEX. In this conversation, we break down what's really happening in the global economy—from the Iran conflict and oil prices to the push and pull between inflation and deflation. We also get into bitcoin's role in all of this, how AI is reshaping the labor market, and where he sees the biggest opportunities in crypto, from decentralized exchanges to prediction markets and privacy coins.Follow Arthur Hayes:IG - https://www.instagram.com/cryptohayes/LinkedIn - https://www.linkedin.com/in/arthur-hayes-b493b42/Substack - https://cryptohayes.substack.com/Web: https://www.cryptohayes.comX - https://x.com/cryptohayesCheck out the Maelstrom Fund: LinkedIn: https://www.linkedin.com/company/maelstromfundWeb - https://www.maelstrom.fundX - https://x.com/maelstromfund=====================Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://www.uphold.com/pomp/ This video includes a paid sponsorship with Uphold. I'm compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.=====================Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.=====================0:00 - Intro0:49 - Iran war & oil market reaction5:30 - Inflation vs deflation breakdown7:42 - Why the Fed will always print money9:08 - Gold vs bitcoin & global trade shift14:20 - Arthur Hayes portfolio strategy17:54 - Hyperliquid & the future of trading24:20 - Insider trading should be legal?27:59 - Why bitcoin doesn't need institutions32:09 - Zcash & privacy in crypto35:23 - What Arthur is bearish on in crypto40:30 - How big Hyperliquid can get42:24 - Will prediction markets be successful?46:45 - Final market outlook

The personal consumption expenditures report, which is the Fed's preferred measure of inflation, showed costs rose 2.8% year-over-year in Feburary. That's above the target, but never fear: Resilient consumers keep on spending, despite rising prices. What'll it take to shake things up? Also in this episode: A war-driven plastic shortage costs U.S. manufacturers, we give that GDP revision some context, and Kai visits a nuclear reactor.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.

Software stocks sitting out of today's market move higher, as Anthropic's latest AI model becomes the latest thorn in the group's side. The names getting hit the hardest, and the latest developments out of the Middle East sparking today's rally. Plus, Google and Intel expand their AI chip partnership, Disney plans layoffs under its new chief, and how today's inflation data could impact the Fed's next rate decision. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.Markets on edge as the US-Iran ceasefire hangs by a thread

Plus: a key inflation measure watched by the Fed remained high in February, before the Iran war. And the Department of Justice has opened an investigation into the NFL. Anthony Bansie hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 9, 2026 – Is America already losing World War Three without even knowing it? In this alarming conversation, Jim Puplava interviews T. Casey Fleming, author of "The Red Tsunami," a whistleblower's exposé on the Chinese Communist Party's decades-long strategy to dismantle American freedom from within...

Trump threatened to destroy Iran's civilization by 8pm — instead he got a ceasefire that concedes nothing. The threats were always empty. • This episode is sponsored by Odoo. Sign up for free at https://www.odoo.com/r/izNK • Today's podcast is also sponsored by West Red Lake Gold Mines. Ticker WRLGFTrump's Tuesday deadline to destroy Iran's civilization came and went with a Pakistan-brokered ceasefire instead of the promised hellfire. Peter Schiff breaks down how the president's escalating threats — from bombing bridges and power plants to wiping out an entire civilization — collapsed into a two-week truce that concedes nothing from Iran's side.Markets swung wildly on the drama: the Dow dropped 400 points intraday before rallying nearly 1,000 points on ceasefire news, oil cratered 15.5% back to $95 after touching $115, and gold surged $60 despite the supposed "peace" — proving the market is trading the Fed, not the war. Schiff argues rate cuts are coming regardless of inflation, that oil will never return to $60, and that the dollar's reserve currency status is being actively dismantled as countries like France pull gold from U.S. custody. He also reveals the IRS is refusing to comply with a federal judge's FOIA ruling ordering release of documents from the Euro Pacific Bank investigation.Chapters:00:00 Show Intro00:55 Trump Deadline Drama05:33 Markets Call the Bluff08:32 Pakistan Ceasefire Rumors12:22 Trump Two Week Pause16:20 Iran Ceasefire Terms19:15 Iran Statement Readout22:19 Civilian Targeting Critique29:01 Dollar Power and Blowback32:05 Scaling Gold Production32:52 Gold Moves on Rate Cuts35:14 Oil Prices vs Real Inflation37:32 War Risk Premium Sticks40:53 Weak Data and CPI Ahead44:57 Polls Signal Economic Pain50:49 Ditch Dollars Buy Metals52:44 Mining Stocks Next Leg55:33 FOIA Win IRS Fights Back01:03:29 Transparency Battle Wrap UpFollow @peterschiffX: https://twitter.com/peterschiffInstagram: https://instagram.com/peterschiffTikTok: https://tiktok.com/@peterschiffofficialFacebook: https://facebook.com/peterschiffFree Reports & Market Updates: https://www.europac.comBook Store: https://schiffradio.com/booksSign up for Peter's most valuable insights at https://schiffsovereign.comSchiff Gold News: https://www.schiffgold.com/news#PeterSchiffShow #IranCeasefire #GoldInvestingOur Sponsors:* Check out Fast Growing Trees and use my code GOLD for a great deal: https://www.fast-growing-trees.com* Check out GhostBed: https://ghostbed.com/PETER* Check out Grammarly: https://grammarly.com* Check out Quince: https://quince.com/GOLD* Check out TruDiagnostic and use my code GOLD20 for a great deal: https://www.trudiagnostic.comPrivacy & Opt-Out: https://redcircle.com/privacy

1. FEDERAL RESERVE'S LIMITED ROLE IN INFLATION. ELIZABETH PEEK. Elizabeth Peek explains that the Fed cannot control supply-shock inflation caused by the Strait of Hormuz closure. She warns that upcoming reports will reflect soaring diesel prices currently affecting Europe. (1)303-1453 ACHAEMENID EMPIRE

JOHN BATCHELOR SHOW SCHEDULE, TUESDAY 4 -7-2026.1521 HORMUZ STRAIT.1. FEDERAL RESERVE'S LIMITED ROLE IN INFLATION. ELIZABETH PEEK. Elizabeth Peek explains that the Fed cannot control supply-shock inflation caused by the Strait of Hormuz closure. She warns that upcoming reports will reflect soaring diesel prices currently affecting Europe. (1)2. REPUBLICAN MIDTERM STRATEGY AND THE ECONOMY. ELIZABETH PEEK. Voter focus has shifted from the border to cost-of-living issues that skyrocketed under current leadership. Peek notes Republicans struggle with messaging despite initiatives to lower healthcare costs and prescription drug prices. (2)3. EUROPE'S ENERGY CRISIS AND THE TRANSATLANTIC RIFT. JUDY DEMPSEY. Judy Dempsey reports on soaring German and French energy costs necessitating diesel subsidies. She highlights European distrust of the American administration and the fraying of traditional multilateral institutions. (3)4. FAR-RIGHT GAINS IN EAST GERMAN ELECTIONS. JUDY DEMPSEY. Dempsey analyzes the AfD's momentum in East Germany, where pacifist sentiment and economic resentment drive support. The far-right party now contests Chancellor Mertz's coalition in upcoming regional state elections. (4)5. DIPLOMATIC STRATEGY IN GLOBAL CONFLICTS. MARY KISSEL. Mary Kissel outlines the State Department's roles in economic diplomacy and humanitarian coordination during global crises. She emphasizes the necessity of consistent messaging between the White House and international allies. (5)6. THE EBB TIDE OF SOCIALISM IN SOUTH AMERICA. MARY KISSEL. Kissel discusses right-of-center political shifts in Venezuela and Chile, crediting Marco Rubio for fostering regional economic growth. She calls for a transition of power to benefit the Cuban people. (6)7. ESCALATION AND IRAN'S REFUSAL TO NEGOTIATE. JONATHAN SCHANZER. Schanzer details the five-man collective governing Iran and their commitment to revolutionary martyrdom. He describes US strikes on infrastructure while questioning if Pakistan is acting as a Chinese proxy. (7)8. THE IDF CAMPAIGN TO DEFANG HEZBOLLAH. JONATHAN SCHANZER. Jonathan Schanzer reports on Israel's efforts to establish a buffer zone in southern Lebanon to prevent rocket attacks. He reveals that the IDF has already destroyed roughly 80% of Hezbollah's arsenal. (8)9. GERMAN ECONOMIC REFORM AND LARS KLINGBEIL. JOSEPH STERNBERG. Joseph Sternberg profiles the Finance Minister's supply-side proposals, including tax reforms and labor law flexibility. These initiatives aim to revive the German economy and reclaim voters from the far-right. (9)10. UK POLITICAL INSTABILITY AND THE KING'S VISIT. JOSEPH STERNBERG. Sternberg discusses Keir Starmer's unpopularity and the upcoming royal visit to America. He suggests the visit offers an opportunity to repair the special relationship despite deep strategic differences over Iran. (10)11. CHINESE ESPIONAGE AND THE ROBOTICS THREAT. DAVID SHEDD AND JACK BURNHAM. Experts examine the Schumer-Cotton bill targeting Chinese robotics, warning that these technologies contain software egress points for data theft. They argue this follows a long-standing pattern of intellectual property larceny. (11)12. AI SMUGGLING AND CIVILIAN-MILITARY FUSION. DAVID SHEDD AND JACK BURNHAM. The guests detail illicit efforts to smuggle Nvidia chips and steal American AI models through "adversarial distillation". They highlight China's strategic plan to acquire Western innovation without the investment. (12)13. Headline: The Gulf Standoff: UN Vetoes, Asymmetrical Tactics, and Iran's Ruling Council (13)Guest: Gregory Copley (14)Summary: John Batchelor and Gregory Copley discuss the Gulf standoff following Russian and Chinese UN vetoes,. They analyze Iran's asymmetrical warfare, use of human shields, and the influence of five uncompromising hardliners currently steering the conflict,,,. (15)14. THE IRANIAN STANDOFF AND STRATEGIC DEADLOCK. GREGORY COPLEY. Gregory Copley compares the conflict to a Korean-style stalemate where Iranian leadership refuses to provide a face-saving exit. Russia and China continue supporting Iran by providing missile propellant and equipment. (16)15. VIETNAM WAR LESSONS FOR MODERN CONFLICT. GREGORY COPLEY. Copley warns that alienation from the government and a lack of defined victory objectives could lead to strategic catastrophe. He notes Trump has alienated allies who previously supported US endeavors. (17)16. KING CHARLES AND THE ANGLO-AMERICAN ALLIANCE. GREGORY COPLEY. Gregory Copley discusses the King's role in mending rifts between unpopular US and UK leaders. The visit celebrates American independence while offering the King a platform to improve diplomatic relations. (18)

Brian Szytel recaps a record rally on Wednesday, April 8, with the Dow up 2.85% (1325 points), S&P 500 up 2.5%, and Nasdaq up 2.8%, driven by news of a two-week U.S. extension for Iran negotiations tied to a temporary reopening of the Strait of Hormuz that sent WTI oil down 16%, helping CPI and Fed futures price in greater odds of rate cuts; bonds also rallied slightly with the 10-year ending near 4.30%. He notes the S&P has risen six straight sessions and is within ~3% of its January closing high, argues investors must stay invested through headline-driven volatility, and discusses ongoing strategic risks around Iran's control of shipping lanes and implications for global GDP. He answers a question on who is most affected by Hormuz disruptions, citing Bahrain as most vulnerable and Kuwait as better buffered by sovereign wealth funds, and highlights March FOMC minutes showing concerns about higher inflation and softening labor. 00:00 Market Rally Recap 00:26 Oil Shock and Fed Bets 01:38 Staying Invested Through Volatility 02:38 Strait Strategy and Risks 03:18 Who Gets Hit Hardest 04:24 Global GDP Lens 04:56 FOMC Minutes and Wrap 05:18 Closing Remarks Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Come see Planet Money live on stage! 12 cities. Details and tix here: planetmoneybook.com It's not often you get to talk to a regional Fed president, let alone two at the same time!Today on the show, we take the temperature of the economy with regional Fed presidents Austan Goolsbee and Beth Hammack.Related episodes: One Fed battle after anotherAmerica's next top Fed ChairFor sponsor-free episodes of The Indicator from Planet Money, subscribe to Planet Money+ via Apple Podcasts or at plus.npr.org. Music by Drop Electric. Find us: TikTok, Instagram, Facebook, Newsletter.To manage podcast ad preferences, review the links below:See pcm.adswizz.com for information about our collection and use of personal data for sponsorship and to manage your podcast sponsorship preferences.NPR Privacy Policy