Podcasts about Fed

It is a special edition of the Beigies Awards where one regional Federal Reserve Bank will receive lifetime achievement recognition. Today on the show, we speak to its President about the value of economic anecdotes.Related episodes: What keeps a Fed president up at nightUsing anecdotes to predict recessionsFor sponsor-free episodes of The Indicator from Planet Money, subscribe to Planet Money+ via Apple Podcasts or at plus.npr.org. Fact-checking by Tyler Jones. Music by Drop Electric. Find us: TikTok, Instagram, Facebook, Newsletter.  Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy

The satanic globalist cabal and their puppet Mark Zuckerberg just permanently assassinated Stew's Instagram and Facebook despite no rules having been broken.   One year in and Trump's biggest promise is exposed as pure Zionist theater while the third-world horde keeps pouring across the border to finish erasing White America. Sheriff Richard Mack lays it out crystal clear: forget waiting on the occupied federal government—your county sheriff answers only to the Constitution and it's time to force him to start rounding up and expelling every last illegal alien and domestic enemy. They're dumping poison from jets, steering superstorms like guided missiles, and laughing while entire bloodlines are erased. Kathryn Saari is here with the smoking-gun evidence that Helene was a lithium land grab massacre.

MIND CONTROL FOR CHILDREN - 12.03.2025 - #897 BestPodcastintheMetaverse.com Canary Cry News Talk #897 - 12.03.2025 - Recorded Live to 1s and 0s Deconstructing World Events from a Biblical Worldview Declaring Jesus as Lord amidst the Fifth Generation War! CageRattlerCoffee.com SD/TC email Ike for discount https://CanaryCry.Support   Send address and shirt size updates to canarycrysupplydrop@gmail.com   Join the Canary Cry Roundtable This Episode was Produced By:   Executive Producers LX Protocol BARON of the Berrean Protocol*** Carrie G*** Robert S***   Producers of TREASURE (CanaryCry.Support) Cage Rattler Coffee, Mrs. Tinfoilhatman, Veronica D, Sir Scott Knight of Truth, Sir Casey the Shield Knight   Producers of TIME Timestampers: Jade Bouncerson, Morgan E Clankoniphius Links: JAM   FALSE FLAG Afghan national Guard Sh**ter was a CIA asset (USA Today)   TRUMP/MONEY Post: Brian Armstrong (Coinbase) and Larry Fink (Blackrock) photo op (X) Clip: "Potential next Fed chair" Kevin Hassett, former Coinbase advisor (X)  Trump, Americans may soon pay 'no income tax' as WH explores alt rev streams (Fox Business) $6B Dell investment in 'Trump accounts' to provide 25 mil kids with free money (CNBC) Qualifying Govs or Charities can invest potentially infinitely (WH) VR Narrative-driven VR game to support type 1 diabetes self-management in children (Nature) Gaza children find comfort, tackle war trauma in virtual reality (Daily Sabah)   AI Clip: Joe Rogan speculated how Second Coming of Christ might be AI (X) Clip 1: Ex-Google Design Ethicist, Tristan Harris on what AI tech CEOs are motivated by (X) Clip 2: Ex-Google Design Ethicist, quote from friend after grilling CEOs (X)   Scripture: Revelation 9:6, Job 3:20-22   SPACE: Project Suncatcher, a space-based, scalable AI infrastructure system design (Google)   V4V Leak confirms OpenAI is preparing ads on ChatGPT for public roll out (Bleeping Computer) OpenAI hits pause on ChatGPT ads as CEO declares a 'code red' (Search Engine Land)   EXECUTIVE PRODUCERS TALENT/TIME END

Larry Fink makes his most explicit case yet that tokenization is entering its internet-1996 moment, and the rest of Wall Street is suddenly lining up behind him. Today's episode looks at why this shift matters, how macro liquidity and Fed policy are shaping Bitcoin's rebound, and why regulators and major exchanges are treating tokenized assets as the next frontier of financial infrastructure. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/@TheBreakdownBW Subscribe to the newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blockworks.co/newsletter/thebreakdown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownBW

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal's AI avatar, Palvatar ⬜ In today's update, Palvatar highlights a broad global equity rally driven by weak U.S. private jobs data that reinforced expectations of a near-term Fed rate cut. The dollar extended its historic losing streak, while Japan's Nikkei surged after a strong bond auction. Palvatar also reviews mixed PMI readings across the U.S. and Europe, stronger UK data, and major crypto developments including Ethereum's Fusaka hard fork and rising institutional interest led by Bank of America.

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.

Bond-market investors worry that the leading candidate for Fed chair is too close to US President Donald Trump, while HSBC finally picks its new chair. Plus, the EU has a last-minute plan to fund Ukraine's economic revival. Mentioned in this podcast:Bond investors warned US Treasury over picking Kevin Hassett as Fed chairHSBC appoints Brendan Nelson as chair after chaotic searchBrussels floats ‘emergency' powers to raise €210bn from Russian assetsTell us whether your spending habits have changed this holiday season. Email Marc at marc.filippino@ft.com Note: The FT does not use generative AI to voice its podcasts Today's FT News Briefing was hosted and edited by Marc Filippino, and produced by Fiona Symon, Victoria Craig and Sonja Hutson. Our show was mixed by Kelly Garry. Additional help from Michael Lello. The FT's acting co-head of audio is Topher Forhecz. The show's theme music is by Metaphor Music. Hosted on Acast. See acast.com/privacy for more information.

This week on Hacker and the Fed, Chris and Hector break down a violent $11 million crypto heist tied to a fake delivery, dissect leaked documents exposing China's internal cyber warfare training program, and examine how sloppy developer habits are feeding credential-stuffing attacks worldwide. Plus, updates on GrapheneOS, a look at rising physical threats around digital assets, and details on the first live Hacker and the Fed event. Join our new Patreon! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.patreon.com/c/hackerandthefed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Send HATF your questions at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠questions@hackerandthefed.com

Phil Rosen of Opening Bell Daily joins Inside the ICE House to break down rising expectations for a December rate cut and what it signals about a divided Fed. He explains why a cut in a strong market could boost already bullish momentum into 2026. Phil also puts Bitcoin's recent dip in context, noting its long-term story and institutional support remain intact. He highlights December's seasonal strength as another tailwind for investors.

Stocks drift higher as investors balance expectations for a Fed rate cut with labor-market concerns. Futures are mixed ahead of key jobs data. Plus, NVIDIA pushes to regain access to China's AI market. And later, new questions for HHS Secretary Robert F. Kennedy Jr. over proposed vaccine-policy changes. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger PictureThe [CB] is pushing their agenda across the country and world. They are now pushing their Universal Basic Income in Illinois, this will fail. US production is picking up. SEC is cracking down on ETF’s. Trump has now nominated Kevin Hassett to take over the position of Powell. This restructuring will begin soon and the alternative currency will show it. The [DS] knows they are running out of time and they are losing control over Zelensky, this is why they are now pushing a war with Russia. They do not want peace. Trump is exposing the corruption and pushing for elections to remove Zelensky. Trump has null and voided everything Biden/Obama have done over the last 4 years. It’s like everything they did doesn’t exist. The [DS] is boxed in, there is no escape. Economy https://twitter.com/MJTruthUltra/status/1996238986650464720?s=20   government, and I’m here to help,”. (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); https://twitter.com/AwakenedOutlaw/status/1996060994892955661?s=20   logs, program letters, etc. weekly or be limited to 3-months of SNAP benefits in a 3-year period. US Industrial Production Sees Biggest Annual Gain In 3 Years Despite Slowing Capacity Utilization    Industrial Production rose just 0.1% MoM (as expected) up from the downwardly revised 0.3% MoM decline in August. On a YoY basis, production rose 1.62% – its best since Nov 2022… US Manufacturing output was unchanged in September (slowing from the 0.1% MoM rise in August), but, like IP, that supported a 1.5% YoY rise in output, its highest level since April 2022… Source: zerohedge.com https://twitter.com/KobeissiLetter/status/1996217766366400884?s=20  registration of ETFs that seek to provide more than 200% (2x) leveraged exposure to underlying indices or securities,” the SEC wrote. Leverage is clearly out of control. Bessent says White House may ‘veto’ Federal Reserve presidents   Treasury Secretary Scott Bessent said Wednesday he would push a new requirement that the Federal Reserve’s regional bank presidents live in their districts for at least three years before taking office, a move that could give the White House more power over the independent agency.  Bessent said that “there is a disconnect with the framing of the Federal Reserve” and added that, “unless someone has lived in their district for three years, we’re going to veto them.” Source: msn.com https://twitter.com/KobeissiLetter/status/1995954684859941373?s=20   In a July 2025 interview, Hassett highlighted the Fed’s origins under the gold standard in 1913 to critique current practices: “When the Federal Reserve was created, we were under the Gold Standard—and the idea that the Fed could print money and then spend $2.5B on a building… I think that we’ve got a real problem of oversight and excess spending.”   This aligns with sound money ideals, where gold symbolizes disciplined, non-inflationary currency, but he stops short of calling for reinstatement.  Monetary economist Judy Shelton (author of Good as Gold) praised Hassett in July 2025 for referencing the gold standard, noting it as a reminder that “Fed has a lot to answer for” in deviating from that era’s stability.  Hassett views Bitcoin as “digital gold” for its scarcity and hedge qualities—echoing sound money without physical backing. Political/Rights https://twitter.com/amuse/status/1996252623209373754?s=20  created sweeping exemptions covering Afghans who worked for the Taliban during the first regime (1996-2001) and again after August 2021, enabling hundreds of individuals normally barred under terrorism laws to enter the U.S. TRIG waivers skyrocketed to 6,848 in FY 2024, the vast majority for refugees, including 374 Taliban civil servants and more than 3,000 individuals who provided “limited” support to Tier 1 or 2 terror groups. Now, after the ambush killing of a West Virginia National Guard soldier by Afghan national Rahmanullah Lakanwal, critics say Biden knowingly imported massive security risks into American neighborhoods. OUTRAGE: Minneapolis Police Chief Urges Somali Community to Dial 911 on Masked ICE Agents — Promises Cops Will “Intervene” Against Federal Arrests Minneapolis Police Chief Brian O'Hara speaks at a press conference alongside city officials as he urges Somali residents to call 911 on masked individuals Police leadership in Minneapolis is urging the city's Somali community, and other immigrant residents, to call 911 if they spot masked individuals detaining people in their neighborhoods. He urged community members to call 911 if they were unsure whether those enforcing arrests were legitimate law enforcement — and pledged MPD would investigate and log every such call. He did not stop at documentation, however. “If there is anything that is … a violation of someone's human rights or civil rights, excessive force or anything like that, they absolutely have a duty to intervene as police officers,” O'Hara declared. https://twitter.com/libsoftiktok/status/1995956308902879320?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1995956308902879320%7Ctwgr%5E19002c76c52297fc2dd58664d00870448c39f149%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.thegatewaypundit.com%2F2025%2F12%2Foutrage-minneapolis-police-chief-urges-somali-community-dial%2F Source: thegatewaypundit.com UNREAL: Mayor Jacob Frey Declares He Won't Cooperate With ICE… and Suddenly Starts Speaking Somali to His Audience Mid-Speech Minneapolis far-left Mayor Jacob Frey abruptly shifted a public address into Somali, all while promising that city police will refuse to cooperate with federal immigration enforcement. At a press conference held on Tuesday, Frey stood alongside St. Paul Mayor Melvin Carter, Ward 6 Council Member Jamal Osman, Police Chief Brian O'Hara, and other city leaders, reacting to reports that the federal government is preparing a targeted immigration enforcement operation in Minnesota's Twin Cities. This is not the first time the far-left mayor has drawn backlash from conservatives for switching into Somali during public remarks. Source: thegatewaypundit.com https://twitter.com/DHSgov/status/1995991450530553880?s=20 https://twitter.com/RapidResponse47/status/1995920756203516224?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1995920756203516224%7Ctwgr%5E7752673c29b3a4de82187485d2de8512019722ba%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fredstate.com%2Frusty-weiss%2F2025%2F12%2F02%2Ftim-walz-gets-skewered-by-kristi-noem-over-visa-fraud-warns-minnesota-is-about-to-feel-the-wrath-of-ice-n2196746 https://twitter.com/townhallcom/status/1995918101200703814?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1995918101200703814%7Ctwgr%5E6e01980749bee6d0aabd2036c6c2b51da5cb194a%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fredstate.com%2Fkatie-jerkovich%2F2025%2F12%2F02%2Fpam-bondi-proves-trumps-flipped-script-on-crime-in-us-n2196748 https://twitter.com/DiligentDenizen/status/1996268038895907125?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1996268038895907125%7Ctwgr%5Efc686f6c13365f75910a196f3fa3620a5f168083%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.thegatewaypundit.com%2F2025%2F12%2Fbreaking-house-oversight-committee-dems-release-never-before%2F https://twitter.com/JoeLang51440671/status/1996022839250461041?s=20 DOGE Geopolitical https://twitter.com/disclosetv/status/1996173544884154529?s=20  https://twitter.com/CynicalPublius/status/1996233719469035734?s=20 https://twitter.com/JimFergusonUK/status/1996175636352700892?s=20  , and even Hezbollah have a presence in South America — and their anchor presence is inside Venezuela.” Let that sink in. 8 million Venezuelans displaced Spillover into Colombia, Brazil, the U.S. Cartels, trafficking networks, and Iranian intelligence embedded in the region Rubio isn't speaking hypothetically — he's confirming what U.S. intel has known for years: Venezuela is no longer just a failed socialist state. It's a forward operating base for Iran and Hezbollah in the Western Hemisphere. This is why the situation is escalating. This is why Trump's ultimatum matters. This is why Maduro's regime cannot be ignored or “managed.” The threat isn't local — it's global. War/Peace https://twitter.com/sentdefender/status/1995724042285056018?s=20  that was left in unsecured parking lot in an industrial area near Burg in Saxony-Anhalt, according to the German Ministry of Defense. https://twitter.com/EricLDaugh/status/1996226688363979160?s=20   the beginning of the war for fossil fuels. Now we’re down to €1.5 billion per month…we aim to bring it down to ZERO.” “This is a good day for Europe and for our independence from Russian fossil fuels — this is how we make Europe resilient.”    “The European Union agreed on Wednesday to phase out Russian gas imports by late 2027 as part of an effort to end the bloc’s decade-long dependency on Russian energy.” – Reuters https://twitter.com/MyLordBebo/status/1996207752134488284?s=20 https://twitter.com/MarioNawfal/status/1996197728167043438?s=20   text does not address our concerns.” Meaning: No legal cover, no political suicide. The plan was simple on paper – use immobilized Russian funds as collateral for loans to keep Ukraine afloat. But Belgium is the custodian of the largest chunk of those assets. If something goes wrong, they're the ones holding the radioactive bag. This isn't some bureaucratic squabble. It's the EU's financing strategy cracking in real time. Prévot's pushback signals the core fear: If Europe touches Russian state money without watertight legal armor, Moscow retaliates – economically, diplomatically, and possibly through countersanctions on European firms. And here's the thing: the Commission thought it had majority backing. Belgium saying “nope” on the morning of rollout is a political body-slam. Happening next? The EU will scramble to rewrite the legal plumbing. Germany and France will pressure Belgium quietly – nobody wants to admit the plan is wobbling. Russia will weaponize the hesitation as proof the West can't agree on how to bankroll Ukraine. And Kyiv? Still waiting for the money that was supposed to be “already there.” Another example of Europe discovering that seizing assets is easy. Using them? That's where the real war begins.    Ursula von der Leyen did not state that she received “permission” from the US to seize Russian assets. In a recent appearance at the GLOBSEC forum, she said that she informed the incoming Trump administration (specifically mentioning a conversation with Treasury Secretary nominee Scott Bessent) about the EU’s proposal to use frozen Russian assets as collateral for a “reparations loan” to Ukraine, and that “it was positively received.” https://twitter.com/briefing_block_/status/1996241939931201801?s=20 https://twitter.com/Dubinsky_pro/status/1996242036417028176?s=20  regime. Now the system is falling apart. Yermak is out. The crackdown is collapsing. Ukraine must release all political prisoners. I call on everyone involved in peace talks to demand this from Zelensky. These people committed no crimes. They were jailed for their faith, political views and demanding peace. Zelensky built a dictatorship – and filled prisons with dissent. I know what I'm talking about: I spent 24 months behind bars under this system. https://twitter.com/MarioNawfal/status/1996231792752287822?s=20  to Brussels to meet Zelensky, the team returned to Washington. No official reason was given, but the message is clear: there's no deal, yet. Putin's warning didn't help. He said Russia is “ready” for war in Europe and claimed any future conflict would be so fierce that “nobody will be left to negotiate with.” This setback casts doubt on whether a negotiated end to the war is possible anytime soon. It also suggests Kyiv isn't ready to engage on Moscow's terms. What's next: Watch for how Ukraine positions itself diplomatically in the coming weeks, and whether Trump's team will try again with a revised proposal. https://twitter.com/MJTruthUltra/status/1996059724173754525?s=20   situation may quickly arise where there is no one left for us to negotiate with” https://twitter.com/Panchenko_X/status/1996192741508645286?s=20  been given the black mark and is seen globally as corrupt. Many Ukrainian politicians are already quietly fleeing to Moscow in an attempt to negotiate. They hope that the Russians and Americans will come and shower everyone with money for the elections. It won’t happen that way. According to my information, the US and Russia are already discussing possible candidates for the position of President. I cannot make the names public. https://twitter.com/TimOnPoint/status/1995949121929138184?s=20   targets is the rule, not the exception. The physical status of possible survivors is not part of the consideration with stand-off weapons. This has been the norm under both Republican and Democrat administrations since the first Hellfire was mounted on a Predator years ago. Anyone who tells you otherwise, is lying or ignorant. The method is ugly, no doubt about it, but there's nothing new here except politics. https://twitter.com/WarClandestine/status/1996006625333727410?s=20 Medical/False Flags https://twitter.com/JoeLang51440671/status/1996048243516456967?s=20 Man in TSA Sues Feds for Not Allowing Him to “Pat Down” Women   A man who says he is a woman is suing the federal government over restrictions in his job at the Transportation Security Administration that do not allow him to “pat down” female travelers. That restriction followed an executive order from President Donald Trump against recognizing transgenderism claims in the federal government. The claim being made by Mittereder is that the policy violates federal civil rights law. According to the report on the recently filed lawsuit, Mittereder began working at the TSA in 2024 and now is stationed at Dulles International Airport in Virginia. He claims because he is not allowed to pat down women, his job prospects are being hurt. Source:  thelibertydaily.com  [DS] Agenda https://twitter.com/TheLastRefuge2/status/1996069477197451483?s=20   questioning people (McCord, Wolfe, Jones, Warner and various staff), not merely discussing them. Rather than talk about what XXX is doing, or what motivates XXX, they would simply be going to XXX asking questions (on/off camera) and then reporting on what XXX responds with. Instead, what we are getting is a screenplay, that the ‘journalists’ (battle for influence) sell through various platforms. From here on out when I see it, I will draw attention to it. After a few examples it will become obvious. https://twitter.com/LauraLoomer/status/1996183770790048092?s=20  1, 2025, Maxine's California residence remains in default with a redemption amount still due totaling $21,302.95, despite her recent payment of $19,033.94 on August 13, 2025. Maxine also is incurring a monthly penalty of $301.45. Maxine is not competent to serve as the ranking member on the House Financial Services Committee when she cannot even keep her own house in order. https://twitter.com/SBA_Kelly/status/1995846331202457607?s=20   executives implicated in these schemes. Despite Governor Walz's best efforts to obstruct, SBA continues to work to expose abuse and hold perpetrators accountable, full stop. https://twitter.com/GOPoversight/status/1996237594514915451?s=20 https://twitter.com/TonySeruga/status/1996226960393957435?s=20 https://twitter.com/IlhanMN/status/1995957774510162165?s=20 https://twitter.com/almostjingo/status/1996051371251155359?s=20 https://twitter.com/elonmusk/status/1996222235783401610?s=20 So all of these people were installed. https://twitter.com/amuse/status/1996195848087384084?s=20 https://twitter.com/disclosetv/status/1995934359569007036?s=20 President Trump's Plan https://twitter.com/StateDept/status/1996218048458490302?s=20   imminent threat to the world and to the broader West, but especially the United States who they identify as the chief source of evil on the planet.” https://twitter.com/elonmusk/status/1996213829802307948?s=20  that received benefits more than twice – multiple people received benefits in 6 states – In February, for the first time ever, the Federal Government asked for alls rates to turn over their data to root out the fraud. —— 29 Red states said yes —— 21 Blue states said no “So as of next week, we have begun and will begin to stop moving federal funds into those states until they comply. California, Colorado, Connecticut, Delaware, Hawaii, Illinois, Maine, Maryland, Massachusetts, Michigan, Minnesota, Nevada, New Jersey, New Mexico, New York, Oregon, Pennsylvania, Rhode Island, Vermont, Virginia, Washington https://twitter.com/MediasLies/status/1996279507079008317?s=20   states already share the data with zero privacy disasters. – USDA's own audits show $10–15 billion a year in improper payments and fraud. – The “court order” she keeps citing is a preliminary injunction, not a final ruling. Refusing basic federal oversight of a fully federally funded program isn't about privacy. It's about protecting bloated rolls and hiding waste. BREAKING: In Stunning Development, President Trump Issues Full and Unconditional Pardon to Texas Democrat Rep. Henry Cuellar  Biden's DOJ charged Cuellar, a nine-term Democrat Texas lawmaker who represents an area along the US-Mexico border, after he lashed out at both Joe Biden and Kamala Harris for allowing illegal aliens to pour over the border.    the TRUTH. It is unAmerican and, as I previously stated, the Radical Left Democrats are a complete and total threat to Democracy! They will attack, rob, lie, cheat, destroy, and decimate anyone who dares to oppose their Far Left Agenda, an Agenda that, if left unchecked, will obliterate our magnificent Country. Because of these facts, and others, I am hereby announcing my full and unconditional PARDON of beloved Texas Congressman Henry Cuellar, and Imelda. Henry, I don't know you, but you can sleep well tonight — Your nightmare is finally over! Source: thegatewaypundit.com https://twitter.com/MarioNawfal/status/1996053923820351745?s=20  despite recent disagreements: Senator Paul: “I know we have been at odds recently but in ur first term you signed an executive order to legalize Association Health Plans (that allow individuals to buy collectively health insurance via Costco, Amazon, or Sam’s Club). This collaboration brought us together and still holds the promise of lowering insurance premiums.” Paul noted the plan failed because Democrat AGs fought it in court, but it could now pass through Congress. Here’s why this matters: the current system forces individuals to buy insurance alone, giving them zero bargaining power against massive insurance companies. Association Health Plans let people band together through retailers or organizations to negotiate as a group, the same way large corporations do for their employees. More buyers in a pool means more leverage. More leverage means lower premiums. It costs nothing to implement and simply changes labor law. Competition works. Let Americans shop for insurance the same way they shop for everything else. https://twitter.com/EliseStefanik/status/1995856738994565416?s=20  Raskin against Trump Republicans to block this provision to protect the deep state. This is an easy one. This bill is DOA unless this provision gets added in as it was passed out of committee https://twitter.com/FBIDDBongino/status/1996205447917781326?s=20 -The Director and I made a long series of important personnel changes. The new leadership team has produced dramatic results which we will produce for you, in detail, as the year wraps up. They will include a historic drop in the homicide rate, along with record disruptions, arrests and drug interdictions. Many of these personnel changes have upset a group of Comey-Wray era disgruntled former agents who prefer the old ways of operating. We are not going back -We have been working on an AI project to assist our investigators and analysts in the national security space. I received an update yesterday and I am happy to report that the product looks promising. More coming on this. – We are in the end stages of a redesign of the FBI crisis management process. The redesign is intended to make information more accessible and transparent in a crisis to enable quick and effective decision making. The project should be complete by the end of the calendar year. -We saved the taxpayers billions of dollars by scrapping the plan for an expensive new FBI headquarters building. We will be moving to the existing Reagan building after decades of fruitless haggling as the current FBI headquarters building crumbles. -We relocated over a thousand headquarters based personnel out of the Washington DC area and into the field to focus on violent crime, crimes against children, and terrorism. Those agents are now working on the mission in those regional offices. -In recognition of the growing threat, and in conjunction with the President's Executive Order, we designed, launched and completed the FBI's first-ever counter-drone school last month. Special thanks to Sebastian Gorka and DDCOS Regan for their help on the project. -The work force apprehended 4 of the FBI's 10 most wanted fugitives, and we are hunting down the rest. -We produced unprecedented disclosures, and took action on documents related to January 6, Crossfire Hurricane, Arctic Frost, and more. -The new leadership team, and the work force, made a series of ANTIFA related arrests in multiple states and assisted in record numbers of deportations and apprehensions. -Some of the culture changes we implemented include eliminating DEI, reforming the physical fitness test, making promotions contingent on real world results, severing ties with the SPLC and ADL, and implementing a new training curriculum to reflect current mission requirements. We dedicated significant personnel and financial assets to streamlining FOIA reform to ensure responsiveness. -We shut down multiple open air drug markets nationwide and, in conjunction with the White House, had 12 fentanyl precursors from China listed. -We created CIO and CTO positions to work with the CFO to find efficiencies and implement new technologies to assist in our mission. We conduct bi-weekly meetings and we have found and eliminated tens of millions of dollars in duplicative contracts, unnecessary real estate, and outdated technology. These are real savings to the taxpayer and each budget dollar allocated is intensely scrutinized for value. -We vastly expanded the overseas biometrics program to stop bad actors before they board a plane or vessel to the US. This gives us the ability to expand the border outwards and prevent the problems from coming here. -We are in the end stages of a reform project on our intelligence analysis positions to make them more responsive to current mission needs. We have been working with the field on this and we're happy with the progress. -We implemented a technology working group to ensure our technology tools evolve with the mission. Thank you, and God bless America and all those who defend Her.  https://twitter.com/WhiteHouse/status/1995992366553981026?s=20 (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:13499335648425062,size:[0, 0],id:"ld-7164-1323"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="//cdn2.customads.co/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");

Trump is step one. Fed up with an impossible task. Just how safe and effective was it? The institutions delegitimized themselves. Paying respect to the fallen. We must remove these communist judges that protect the revolution. Follow The Jesse Kelly Show on YouTube: https://www.youtube.com/@TheJesseKellyShowSee omnystudio.com/listener for privacy information.

VACCINE HORROR EXPOSED! Groundbreaking Docu-Series Reveals CDC Schedule's Deadly Secrets – Autism Spike, Big Pharma Bribes & More – Exclusive for Supporters at StewPeters.tv The same Zionist assassins who took out Charlie Kirk just got the green light from the homosexual Macron regime to put Candace Owens in the ground for telling the world his “wife” is a man who groomed him as a child. Charlie Kirk was slaughtered the moment he walked away from Israel, and now his fake-grieving wife Erica has handed Turning Point USA's millions of white Christian kids straight to Jewish-Mormon Noahide control. Diana Ketterman exposed the Raytheon Israel family that slept next to Charlie while plotting his execution. Big Food and Big Pharma are tag teaming to make you a fat, sick, med dependent slave this holiday season.  John Jubilee reveals the protocol that's already freeing thousands from diabetes, depression, and decades of prescription chains. America just adopted Israel's Satanic double-tap doctrine and used it on Venezuelan fishermen the same tribe that attacked the USS Liberty now runs our Pentagon. Eric Moutsos joins me to connect the dots from Caracas to the next “Hezbollah” false flag they're getting ready to pull right here at home.

Our Global Head of Fixed Income Research and Public Policy Strategy Michael Zezas and Chief Global Cross-Asset Strategist Serena Tang address themes that are key for markets next year.Read more insights from Morgan Stanley.----- Transcript -----Michael Zezas: Welcome to Thoughts on the Market. I'm Michael Zezas, Global Head of Fixed Income Research and Public Policy Strategy.Serena Tang: And I'm Serena Tang, Morgan Stanley's Chief Global Cross-Asset Strategist.Michael Zezas: Today we'll be talking about key investor debates coming out of our year ahead outlook.It's Wednesday, December 3rd at 10:30am in New York. So, Serena, it was a couple weeks ago that you led the publication of our cross-asset outlook for 2026. And so, you've been engaging with clients over the past few weeks about our views – where they differ. And it seems there's some common themes, really common questions that come up that represent some important debates within the market. Is that fair?Serena Tang: Yeah, that's very fair. And, by the way, I think those important debates, are from investors globally. So, you have investors in Europe, Asia, Australia, North America, all kind of wanting to understand our views on AI, on equity valuations, on the dollar.Michael Zezas: So, let's start with talking about equity markets a bit. And one of the common questions – and I get it too, even though I don't cover equity markets – is really about how AI is affecting valuations. One of the concerns is that the stock market might be too high, might be overvalued because people have overinvested in anything related to AI. What does the evidence say? How are you addressing that question? Serena Tang: It is interesting you say that because I think when investors talk about equities being too high, of valuations – AI related valuations being very stretched, it's very much about parallels to that 1990s valuation bubble.But the way I approach it is like there are some very important differences from that time period, from valuations back then. First of all, I think companies in major equity indices are higher quality than the past. They operate more efficiently. They deliver strong profitability, and in general pretty solid free cash flow.I think we also need to consider how technology now represents a larger share of the index, which has helped push overall net margins to about 14 percent compared to 8 percent during that 1990s valuation bubble. And you know, when margins are higher, I think paying premium for stocks is more justified.In other words, I think multiples in the U.S. right now look more reasonable after adjusting for profit margins and changes in index composition. But we also have to consider, and this is something that we stress in our outlook, the policy backdrop is unusually favorable, right? Like you have economists expecting the Fed to continue easing rates into next year. We have the One Big Beautiful Bill Act that could lower corporate taxes, and deregulation is continuing to be a priority in the U.S. And I think this combination, you know, monetary easing, fiscal stimulus, deregulation. That combination rarely occurs outside of a recession. And I think this creates an environment that supports valuation, which is by the way why we recommend an overweight position in U.S. equities, even if absolute and relative valuation look elevated.Michael Zezas: Got it. So, if I'm hearing you right, what I think you're saying is that comparisons to some bubbles of the past don't necessarily stack up because profitability is better. There aren't excesses in the system. Monetary policy might be on the path that's more accommodative. And so, when compared against all of that, the valuations actually don't look that bad.Serena Tang: Exactly.Michael Zezas: Got it. And sticking with the equity markets, then another common question is – it's related to AI, but it's sort of around this idea that a small set of companies have really been driving most of the growth in the market recently. And it would be better or healthier if the equity market were to perform across a wider set of companies and names, particularly in mid- and small cap companies. Is that something that we see on the horizon?Serena Tang: Yes. We are expecting U.S. stock earnings to sort of broaden out here and it's one of the reasons why our U.S. equity strategy team has upgraded small caps and now prefer it over large caps. And I think like all of this – it comes from the fact that we are in a new bull market. I think we have a very early cycle earnings recovery here. I mean, as discussed before, the macro environment is supportive. And Fed rate cuts over the next 12 months, growth positive tax and regulatory policies, they don't just support valuations. They also act as a tailwind to earnings.And I think like on top of that, leaner cost structures, improving earnings revisions, AI driven efficiency gains. They all support a broad-based earnings upturn. and our U.S. equity strategy team do see above consensus 2026 earnings growth at 17 percent. The only other region where we have earnings growth above consensus in 2026 is Japan; for both Europe and the EM we are below, which drive out equal weight and slight underweight position in those two indices respectively.Michael Zezas: Got it. And so, since we can't seem to get away from talking about AI and how it's influencing markets, the other common question we get here is around debt issuance related to AI.So, our colleagues put together a report from earlier this year talking about the potential for nearly $3 trillion of AI related CapEx spending over the next few years. And we think about half of that is going to have to be debt financed. That seems to be a lot of debt, a lot of potential bonds that might be issued into the market – which, are credit investors supposed to be concerned about that?Serena Tang: We really can't get away from AI as a topic. And I think this will continue because AI-related CapEx is a long-term trend, with much of the CapEx still really ahead. And I think this goes to your question. Because this really means that we expect nearly another [$]3 trillion of data center related CapEx from here to 2028. You know, while half of the spend will come from operating cash flows of hyperscalers, it still leaves a financing gap of around [$]1.5 trillion, which needs to be sourced through various credit channels.Now, part of it will be via private credit, part of it would be via Asset Backed Securities. But some of it would also be via the U.S. investment grade corporate credit bond space. So, add in financing for faster M&A cycle, we forecast around [$]1 trillion in net investment grade bond issuance, you know, up 60 percent from this year.And I think given this technical backdrop, even though credit fundamentals should stay fine, we have doubled downgraded U.S. investment grade corporate credit to underweight within our cross asset allocation.Michael Zezas: Okay, so the fundamentals are fine, but it's just a lot of debt to consume over the next year. And so somewhat strangely, you might expect high yield corporate bonds actually do better.Serena Tang: Yes, because I think a high yield doesn't really see the same headwind from the technical side of things. And on the fundamentals front, our credit team actually has default rates coming down over the next 12 months, which again, I think supports high yield much better than investment grade.Michael Zezas: So, before we wrap up, moving away from the equity markets, let's talk about foreign exchange. The U.S. dollar spent much of last year weakening, and that's a call that our team was early to – eventually became a consensus call. It was premised on the idea that the U.S. was going to experience growth weakness, that there would also be these questions among investors about the role of the dollar in the world as the U.S. was raising trade barriers. It seemed to work out pretty well. Going into 2026 though, I think there's some more questions amongst our investors about whether or not that trend could continue. Where do we land?Serena Tang: I think in the first half of next year that downward pressure on the dollar should still persist. And you know, as you said, we've had a very differentiated view for most of this year, expecting the dollar to weaken in the first half versus G10 currencies. And several things drive this. There is a potential for higher dollar negative risk premium, driven by, I think, near term worries about the U.S. labor markets in the short term. And as investors, I think, debate the likely composition of the FOMC next year. Also, you know, compression in U.S. versus rest of the world. Rate differentials should reduce FX hedging costs, which also adds incentive for hedging activity and dollar selling. All this means that we see downward pressure on the dollar persisting in the first half of next year with EUR/USD at 123 and USD/JPY at 140 by the end of first half 2026.Michael Zezas: All right. Well, that's a pretty good survey about what clients care about and what our view is. So, Serena, thanks for taking the time to talk with me today.Serena Tang: And thank you for inviting me to the show today.Michael Zezas: And to our audience, thanks for listening. If you enjoy Thoughts on the Market, please leave us a review and share the podcast. We want everyone to listen.

In this episode of Money Moves, Matty and Ryan break down a packed week of market-moving headlines—starting with record-shattering Black Friday sales, a bold political push to abolish income tax, and new data showing foreclosures beginning to rise across the country.They unpack the implications of $11.8 billion in online Black Friday spending, surging Buy Now Pay Later adoption, and what consumer behavior tells us about the strength—or vulnerability—of the American household heading into 2026.The conversation then pivots to Trump's increasingly vocal proposal to eliminate income tax and what that could actually look like when you follow the money. Ryan outlines where revenue would realistically come from, the role tariffs might play, and why high-income earners are unlikely to escape the taxman entirely.Finally, they dive into the early warning signs in real estate: a 20% surge in foreclosures, rising household debt, declining home values in more than half the country, and why builders and contractors are suddenly slowing down after three years of nonstop demand.From macro data to mindset, policy to portfolio strategy, this episode gives you a blunt, unfiltered look at what's really happening—and how to position yourself for what comes next.Topics Covered:Record-breaking Black Friday and weekend salesSurging Buy Now Pay Later usage among younger and higher-income consumersMarket outlook and the potential Santa Claus rallyQuantitative tightening ending and what QE/QT shifts mean for investorsRising credit card usage and cracks in the consumer debt cycleTrump's push to abolish income tax and the realistic feasibilityTariffs, flat sales tax, and alternate revenue modelsInstitutional crypto adoption and Vanguard's ETF reversalForeclosures up 20% and household debt hitting new recordsHome price declines vs. rising median sale priceContractors and builders slowing as demand shows early signs of coolingHousing affordability outlook heading into 2026AI valuations, Anthropic's IPO plans, and future Fed chair speculationEpisode Sponsored By:Discover Financial Millionaire Mindcast Shop: Buy the Rich Life Planner and Get the Wealth-Building Bundle for FREE! Visit: https://shop.millionairemindcast.com/CRE MASTERMIND: Visit myfirst50k.com and submit your application to join!FREE CRE Crash Course: Text “FREE” to 844-447-1555FREE Financial X-Ray: Text  "XRAY" to 844-447-1555

Dividend Cafe: December 3rd Market Update and Economic Insights In this episode of Dividend Cafe, host Brian Szytel from The Bahnsen Group provides an update on stock market performance, noting gains in major indices and a rotation from growth sectors to value-oriented sectors. He discusses the impact of a Wall Street Journal article about the potential nomination of Kevin Hassett as the next Fed Chair, current Fed policies, and interest rate expectations. The episode also covers recent economic data, including a significant miss in ADP payroll numbers and better-than-expected ISM services data. Brian answers a listener question about asset allocation and rebalancing, emphasizing a customized, goals-based approach over a one-size-fits-all strategy. 00:00 Introduction and Market Overview 00:42 Fed Chair Speculations and Market Reactions 02:20 Economic Indicators and Market Impact 03:53 Ask TBG: Asset Allocation Insights 05:45 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal's AI avatar, Palvatar ⬜ In today's update, Palvatar highlights a cautiously positive equity session as markets await key U.S. data and price in high odds of Fed rate cuts. Europe posts strong PMI readings and tighter bond spreads, while Asia shows mixed momentum. Crypto regains a $3 trillion market cap, with Bitcoin surging to $93,000 and regulatory developments unfolding across several regions. Stablecoins also take center stage amid governance concerns and shifting global policies.

Dec 2, 2025 – Market strategist Dr. Ed Yardeni joins FS Insider's Cris Sheridan to discuss his bullish outlook, including a 10,000 target for the S&P 500 by 2029. Yardeni, known for his “Roaring 2020s” thesis, highlights strong economic and...

Carl Quintanilla, Sara Eisen, and Michael Santoli began the hour with new manufacturing data alongside a wide-ranging interview you don't want to miss: U.S. Commerce Secretary Howard Lutnick, talking everything from the jobs market to who he wants to see as the next Fed chair. Plus: Evercore's Vice Chairman Krishna Guha joined the team with his take on this morning's rough data - and what it means for a rate cut next week.  Also in focus: Microsoft shares falling on a bearish report around its AI software sales - but CNBC getting fresh news from the company pushing back. The details, this hour. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla and Jim Cramer delved into the AI trade, including a development that helped to erase stock futures' gains before the open of trading: Shares of Microsoft fell after The Information reported the company was cutting software sales quotas tied to AI. With the Fed's next interest rate decision exactly one week away, ADP jobs data showed private payrolls unexpectedly declined in November. The anchors reacted to what Treasury Secretary Scott Bessent told Andrew Ross Sorkin about tariffs during an interview at The New York Times DealBook Summit. Also in focus: Bitcoin back above $93K, Google vs. OpenAI, Nvidia's CFO on the AI race, retail earnings roundup, Salesforce earnings preview. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Crypto News: SEC Chair Paul Arkins says innovation exemption for crypto firms is coming in January and the SEC wants to open up IPOs. Bank of America Greenlights Wealth Advisers to Recommend Up to 4% Bitcoin Allocation.Brought to you by

Deezy checks the data surrounding the Fed's recent pivot. Quantitative tightening is over and the Fed balance sheet will soon rise. But how soon and what effect will it have on ETH? 

MRKT Matrix - Wednesday, December 3rd Dow rises 400 points as weak ADP jobs report spurs rate cut hopes (CNBC) Payrolls at US Companies Fall by Most Since 2023, ADP Says (Bloomberg) Bad jobs report caused by shutdown, deportations — not tariffs, Lutnick says (CNBC) Bessent says Trump admin will be able to replicate tariffs even if it loses Supreme Court decision (CNBC) Bond investors warned US Treasury over picking Kevin Hassett as Fed chair (FT) Microsoft Lowers AI Software Growth Targets as Customers Resist Newer Products (The Information) Nvidia's Fat Margins Are Google and AMD's Opportunity (WSJ) Nvidia Scores Lobbying Win as Congress Rejects Chip Export Bill (Bloomberg) Anthropic taps IPO lawyers as it races OpenAI to go public (FT) --- Subscribe to our newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://riskreversalmedia.beehiiv.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

In today's show, we break down the latest disappointing jobs data and what it really signals beneath the headlines. The labor market just threw the Fed a curveball—and it may be exactly the kind of weakness that pushes Jerome Powell and the Federal Reserve toward a rate cut next week. We'll unpack why the numbers matter, how traders should interpret the shift in employment momentum, and what this means for equities, bonds, and—yes—crypto as well. If you're trying to position ahead of the Fed's next move, this episode gives you the institutional framework you need. Listen now:

On today's episode, Editor in Chief Sarah Wheeler talks with Lead Analyst Logan Mohtashami about home prices and whether he expects them to fall in 2026. The two also discuss the potential new Fed chair, Kevin Hassett. At the end of this episode, Logan and Sarah pay tribute to podcast producer Elissa Branch after her passing. Related to this episode: December housing data provides early signals for 2026 market HousingWire | YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠More info about HousingWire⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To learn more about Trust & Will, click ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here. The HousingWire Daily podcast brings the full picture of the most compelling stories in the housing market reported across HousingWire. Each morning, listen to editor in chief Sarah Wheeler talk to leading industry voices and get a deeper look behind the scenes of the top mortgage and real estate.

Today we had the pleasure of hosting Dr. Kruti Lehenbauer, Founder of Analytics TX. Kruti is a longtime statistician and economic consultant who has held leadership roles across analytics, data, and research. She holds a Ph.D. in Public Policy and Political Economy and helps organizations audit business data, uncover hidden efficiencies, and navigate strategic planning, AI adoption, and more. She regularly shares thought-provoking insights and translates complex analysis into clear, actionable takeaways. We were delighted to hear her perspectives on interest rates, inflation, tariffs, and more ahead of next week's Fed meeting. In our conversation, we explore the “panic narrative” around the economy and why the past five years may feel worse than what the long-run trends suggest. We discuss the health of the U.S. economy, whether we're truly in a unique moment, how rapid interest rate hikes have worsened the debt picture, and why Kruti believes rates should already be moving back toward ~3%. She shares why the expectation that “everything must rise exponentially” is misguided, invoking Joan Robinson's reminder that “in the long run we are all dead, but not all at once.” We cover what data Kruti thinks the Fed should focus on (employment, GDP, true inflation) versus short-term headlines and political noise, the interplay between aggregate demand and aggregate supply, and why productivity and technology matter most for long-run growth. Kruti also explains how tariffs effectively raise real interest rates, how consumers adapt, and the flaws she sees in how we measure inflation today. We touch on why she believes fears of mass job loss from AI are overblown, the importance of adaptation, and her concerns about declining quality in higher education and its impact on high-skill labor and future productivity. We address fiscal versus monetary policy, why overreliance on the Fed is risky, and long-run structural issues including savings behavior, financial literacy, and long-dated household debt. We also discuss India's role as a rising economic partner and end with the “magic-wand” reforms Kruti would prioritize including leaner government, updated inflation metrics, and policies that expand the economy's productive frontier rather than over-managing it. It was a thought-provoking discussion. Mike Bradley kicked us off by noting that broader equity markets rallied on a rebound in Bitcoin, bond yields have been inching higher, crude oil remains under pressure, U.S. natural gas price continues to surge, and copper prices are hitting all-time highs. The 10-year bond yield inched higher this week to ~4.1%, after trading near 4% last week, on rumors that Kevin Hassett is the front-runner for Federal Reserve Chairman. Bond volatility will likely continue into the December 10th FOMC meeting. The DJIA and S&P 500 were both up on the day but remain flattish to slightly lower for the week, with Technology leading and Energy lagging. On the oil market front, WTI price continues to be under pressure (trading just under $59/bbl) due to continuing concern around an early 2026 global oil surplus (~2-4mmbpd). This bearish oil thesis/trade is very-very-very consensus. OPEC+ convened over the weekend and agreed, as expected, to pause oil output hikes through Q126 and to call for third-party verification of OPEC+ members Maximum Sustainable Capacity for 2027 production baselines. He closed by highlighting that cold weather has finally arrived, spiking prompt U.S. natural gas price to ~$5/MMBtu (while the 12-month strip holds steady at ~$4.15/MMBtu). He noted the remarkable surge in Lower-48 dry gas production, from 108-109bcfpd a month ago to a weekend peak of ~114bcfpd, now settling in at 112-113bcfpd. Jeff Tillery shared a few themes he's watching heading into the next few quarters. In traditional energy, oilfield services stocks are jumping even as oil prices fall, raising the question of whether the market is signali

In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dive into the sharp late-November market swings, why December historically favors gains, and how shifting Fed expectations have driven sentiment. They break down sector rotation, the surprising divergence between crypto and junk tech, the return of market breadth, and the growing possibility of reflationary growth into 2026. The conversation also covers rising unemployment data, an increasingly divided Fed, and how the accelerating AI investment race may continue fueling key parts of the market.Key TakeawaysMarket Breadth Expansion: The advance-decline line hitting new highs shows the rally is widening beyond just mega-cap tech.Sector Rotation Strength: Technology lagged in November while healthcare, materials, staples, and financials helped offset the pullback—validating diversified positioning.Fed Rate-Cut Expectations Whipsawed: Odds of a December cut plunged below 30% before surging back above 80% due to rising unemployment, dovish Fed commentary, and Beige Book labor softness.Reflationary Growth View for 2026: Strong global commodities, resilient demand, and expected Fed easing support the case for reflation rather than recession.Crypto Decouples from Junk Tech: Bitcoin fell sharply while non-profitable tech surged, breaking a correlation that typically signals risk-on/off behavior.AI Spending Cycle Accelerates: Competition among AI leaders is driving massive capital spending—benefiting chipmakers, data centers, and related sectors.Connect with Ryan:• LinkedIn: Ryan Detrick• X: @ryandetrickConnect with Sonu:• LinkedIn: Sonu Varghese• X: @sonusvargheseQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.comHashtags#FactsVsFeelings #CarsonGroup #MarketOutlook #FedPolicy #Reflation #InvestmentStrategy #Macroeconomics #FinancialMarkets #YearEndRally

In this episode of the Follow the Money podcast, Jerry breaks down the Federal Reserve's upcoming December meeting and why he expects a 25 basis point rate cut. He also explains the end of quantitative tightening, the concerns around Fed independence, and the possible return of future QE.Jerry also covers silver's fresh all time high, Bitcoin's recent weakness, and the growing tension in Venezuela as the United States positions itself around the world's largest oil reserves.

Chuck Zodda and Marc Fandetti discuss today's ADP jobs report and if the results mean the Fed is more likely to cut this month. Will the Fed act fast enough as potential trouble is brewing in a key corner of the financial market. Todd Lutsky joins the show for his weekly segment, Ask Todd. This week, Todd explains how trusts can help with estate taxes.

En Capital Intereconomía hemos repasado las claves del día y la evolución de los mercados en Asia, Wall Street y Europa. En el primer análisis de la mañana, Javier Santacruz, economista, ha puesto el foco en la inminente presentación de resultados de Inditex y en cómo podría reaccionar el mercado. También ha abordado el anuncio de que Donald Trump nombrará al nuevo presidente de la Fed en enero de 2026, el aviso de la OCDE al Gobierno por no aprovechar la bonanza para reducir el déficit y la decisión de Hacienda de aplazar un año Verifactu, valorada como un posible alivio para autónomos y pequeños empresarios. El programa ha incluido el habitual resumen de prensa económica nacional e internacional. En el análisis de geopolítica, Gustavo de Arístegui, diplomático, ha tomado el pulso al panorama internacional marcado por la falta de acuerdo entre Estados Unidos y Rusia sobre Ucrania. Putin apoya algunos puntos del plan de paz, pero niega que exista un pacto cerrado y acusa a los europeos de sabotear su entendimiento con Trump. Además, Trump ha insistido en que los ataques contra objetivos dentro de Venezuela comenzarán “pronto”.

En Capital Intereconomía hemos repasado las claves del día y la evolución de los mercados en Asia, Wall Street y Europa. En el primer análisis de la mañana, Javier Santacruz, economista, ha puesto el foco en la inminente presentación de resultados de Inditex y en cómo podría reaccionar el mercado. También ha abordado el anuncio de que Donald Trump nombrará al nuevo presidente de la Fed en enero de 2026, el aviso de la OCDE al Gobierno por no aprovechar la bonanza para reducir el déficit y la decisión de Hacienda de aplazar un año Verifactu, valorada como un posible alivio para autónomos y pequeños empresarios. El programa ha incluido el habitual resumen de prensa económica nacional e internacional. En el análisis de geopolítica, Gustavo de Arístegui, diplomático, ha tomado el pulso al panorama internacional marcado por la falta de acuerdo entre Estados Unidos y Rusia sobre Ucrania. Putin apoya algunos puntos del plan de paz, pero niega que exista un pacto cerrado y acusa a los europeos de sabotear su entendimiento con Trump. Además, Trump ha insistido en que los ataques contra objetivos dentro de Venezuela comenzarán “pronto”.

The ASX200 barely moved, up only five points, after September quarter GDP showed 0.4 % growth versus the expected 0.7 %. The modest rebound faded as investors eyed US data. November ADP jobs, industrial production and the Fed’s December dot plot. Plus, the RBA’s 2026 rate outlook. Energy and health lagged, while iron ore miners slipped on Vale’s demand downgrade. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

The Federal Reserve's quantitative approach to monetary policy decisions means its governors tend to reach consensus. But in the past few meetings, some FOMC members have disagreed on whether to prioritize jobs or inflation. In this episode, “Marketplace” host Kai Ryssdal and former FOMC member Daniel Tarullo discuss why the Fed is divided right now. Plus: Dollar stores weather an uncertain economy, companies use return-to-office policies as a workforce reduction mechanism, and electricity demand grows as data centers pop up nationwide.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.

-- On the Show: -- Donald Trump scrambles as a deep red Tennessee congressional district suddenly becomes competitive on election day -- Whie House Press Secretary Karoline Leavitt confirms a second military strike on survivors and attempts to justify it as a lawful action -- Karoline Leavitt struggles publicly as reporters confront her with contradictions and misstatements -- Karoline Leavitt attempts to dismiss concerns about Donald Trump's health while offering confusing medical explanations -- Donald Trump floods Truth Social with attacks, conspiracy claims, and reposts in a late-night social media spiral -- Homeland Security Secretary Kristi Noem reveals that extreme immigration vetting was never fully implemented under Donald Trump -- Megyn Kelly openly calls for suffering and death against suspects in an alleged military incident -- Kristi Noem advocates for an extreme travel ban that would cripple the nation -- On the Bonus Show: Kevin Hassett is the favorite to be the next Fed chair, Quebec to ban prayer in public places, the DOJ is preparing to charge James Comey again, and much more...

Anthony and John Pompliano break down the chaos inside today's markets — from Bitcoin's pullback to what's really happening with the ETFs. We dig into why Vanguard suddenly capitulated, how a Trump-appointed Fed chair could reshape the entire macro landscape, and why political goggles are destroying people's ability to think clearly about money. Plus, we unpack Michael and Susan Dell's massive $6.25 billion donation to jump-start investing accounts for 25 million American kids — and what it means for the next generation of wealth-building.======================Xapo Bank, the world's first fully licensed Bitcoin-enabled bank, offers military-grade security with an unmatched blend of physical and digital security, as well as pioneering regulatory oversight, so your funds are always protected. Beyond secure storage, they enable you to grow and use your Bitcoin. Earn daily interest in Bitcoin, spend with zero FX fees using a global card, and make instant payments via the Lightning Network for unrivalled access and convenience. Visit https://www.xapobank.com/pomp to join.======================Bitwise is one of the largest and fastest-growing crypto asset managers, with more than $15 billion in client assets across an expanding suite of investment solutions—including the world's largest crypto index fund—plus products spanning Bitcoin, Ethereum, DeFi, and crypto equities. In addition to managing assets, Bitwise helps investors stay informed about the fast-moving crypto market. Every week, CIO Matt Hougan breaks down what's happening in crypto in five minutes or less. Read the latest at https://experts.bitwiseinvestments.com/cio-memos. Certain Bitwise investment products may be subject to the extreme risks associated with investing in crypto assets. Visit https://bitwiseinvestments.com/disclosures to learn more.======================Timestamps: 0:00 – Intro1:29 – Bitcoin's price drop & volatility10:12 – ETF vs spot bitcoin & leverage warnings16:40 – Vanguard + institutions opening access to Bitcoin ETFs21:39 – Trump's Fed pick & Jerome Powell legacy25:56 – Political goggles: data, bias & media narratives33:45 – Doctors using ChatGPT & the future of expertise36:38 – Michael & Susan Dell's $6.25B Invest America

Marjorie Taylor Greene just dropped the mother of all red pills and resigned from Congress, admitting Trump is a total fraud, both parties are owned by the same Jewish billionaires, and there is NO PLAN to save America. Tonight we go full nuclear on the AIPAC stranglehold, the Epstein blackmail tapes they're hiding, and the child-trafficking orphanages their networks run from Romania to Tel Aviv.   Donald Trump Jr. was caught red-handed in a secret Romanian backroom deal with Israel's ex-intelligence minister whose family built the Hezbollah exploding pagers, while America's children are trafficked and Gaza is bulldozed for Jewish luxury resorts bearing the Trump name. The same Zionist cabal that murdered Charlie Kirk and tried to silence Candace Owens is now running the White House through cocaine-fueled Shabbos goys and their Israeli handlers, proving once again that every road of treason leads straight back to Tel Aviv.   Tonight we rip the mask off the Military Industrial Complex's Zionist pipeline running straight through the University of Cincinnati and right into Charlie Kirk's own bedroom through his handler wife Erika and her Raytheon connected, geofencing spook mother Lori Frantzve.

Monday's selloff rattled the entire market—Bitcoin, equities, commodities, you name it. But beneath the volatility, something more structural may be happening. In this week's Bits + Bips, Austin Campbell, Ram Ahluwalia, Chris Perkins, and B+B OG previous host Alex Kruger break down one of the most confusing macro weeks of the year. They debate why high-beta assets snapped, whether a rotation into quality is underway, why institutions seem unfazed even as retail stays skittish, and share initial thoughts on Vanguard finally allowing clients to buy crypto. The crew also unpacks Strategy's chaotic comments about selling BTC, the Clarity Act's political hurdles, the CME outage that exposed systemic fragility, and the never-ending debate over Tether—profitability, reserves, and what institutions actually want from a stablecoin issuer. Sponsors: Uniswap Mantle Hosts: Ram Ahluwalia, CFA, CEO and Founder of Lumida Austin Campbell, NYU Stern professor and founder and managing partner of Zero Knowledge Consulting Christopher Perkins, Managing Partner and President of CoinFund Guest: Alex Kruger, founder of Asgard   Timestamps:

The Federal Reserve's quantitative approach to monetary policy decisions means its governors tend to reach consensus. But in the past few meetings, some FOMC members have disagreed on whether to prioritize jobs or inflation. In this episode, “Marketplace” host Kai Ryssdal and former FOMC member Daniel Tarullo discuss why the Fed is divided right now. Plus: Dollar stores weather an uncertain economy, companies use return-to-office policies as a workforce reduction mechanism, and electricity demand grows as data centers pop up nationwide.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.

November just logged Bitcoin's ugliest performance since 2018, with a seasonally strong month instead turning into a mini crypto winter driven by thin liquidity, excess leverage, and global macro jitters from Japan to the Fed. This episode digs into what really caused the drawdown, whether the pain is flushing out the froth ahead of a healthier 2026, and how to think about the latest macro correlations—plus a fresh round of Tether FUD, new clarity from MicroStrategy on what would actually make them sell, and a mysterious Bitcoin move from SpaceX. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/@TheBreakdownBW Subscribe to the newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blockworks.co/newsletter/thebreakdown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownBW

Market Recap and Insights: AI Competition, Private Credit Risks, and Consumer Sentiment In this episode of Dividend Cafe, Brian Szytel from West Palm Beach provides a market recap for Tuesday, December 2nd. He discusses recent stock market trends, including the Thanksgiving rally and subsequent fluctuations. Key points include the Fed's quiet period and high likelihood of a rate cut, Bitcoin's volatility, and upcoming economic data releases. Brian also examines consumer sentiment versus actual spending on Black Friday, and the fierce competition between major AI platforms like ChatGPT and Google Gemini. Moreover, he addresses the risks and misconceptions associated with private credit investments, explaining their higher yields and inherent risks compared to traditional fixed-income assets. 00:00 Introduction and Market Recap 00:13 Thanksgiving Week Market Performance 00:43 Current Market Movements and Fed Updates 01:12 Economic Data and Consumer Sentiment 02:05 Artificial Intelligence in the Market 03:29 Private Credit: Risks and Rewards 06:04 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

The melt-up economy isn't a victory lap, it's the part of the horror movie where everyone thinks the monster is gone because the music gets quiet. Markets keep ripping, consumers keep spending money they don't have, and the Fed is out here pretending their “pivot” wasn't telegraphed like an amateur magician revealing the trick before the reveal. And meanwhile, everyone's acting shocked that AI is destroying jobs when we've been screaming for a year that replacing humans with silicon brains might come with a little collateral damage.➡️ But sure... recession? “What recession?” That's the vibe. America is basically stress-shopping its way through warning signs big enough to put on billboards. Confidence surveys are collapsing, savings are gone, debt is exploding, and the only thing holding this whole Jenga tower up is hope… and hope is not a strategy we endorse. If a soft landing actually happens, it'll be the first miracle the Fed has pulled off without breaking something in the process. Buckle up because the data says there is turbulence ahead, even if the captain keeps smiling.

Dec 1, 2025 – As year-end approaches, prioritize Roth conversions before December 31st to capitalize on low tax rates. Complete critical actions like 529 contributions, gifting, RMDs, and charitable distributions by year-end to ensure tax benefits...

Shaun wants to know who was dumb enough to believe a dementia patient. PLUS, Former Congressman and David Horowitz Senior Fellow for Political Statesmanship, Louie Gohmert, tells Shaun about his disappointment in the Republicans never demanding consequences for the Democrats' dirty deeds - like we are seeing now in Operation Arctic Frost. And Scott Shellady, host of RFD-TV's Cow Guy Close, talks to Shaun about the declining dollar, why the housing sector could be in huge trouble, and the Fed's split decision on rates.See omnystudio.com/listener for privacy information.

Give Us Your Ideas For Next The PassivePockets Summit! https://docs.google.com/forms/d/1vwcvF1z03HYiKmR3a4JN8up0ja4kgKPzG2bCGS6640c/viewform?edit_requested=true This Episode It's the November PassivePockets Pulse Check. Jim Pfeifer, Paul Shannon, and Chris Lopez share what's new in their portfolios, the real impact of the Fed's second rate cut, the tool you should use this month (sponsor reviews—now updatable), and how they're setting concrete goals for 2026. Plus: a big announcement: PassivePockets Summit is in Denver, April 30 (arrival) - May 2. Vote on sessions and networking ideas via the survey in the link above. Key Takeaways Portfolio check: capital back from an Aspen Funds industrial deal (tribe structure), 30% return of capital from a Threefold sale, and an unfortunate likely loss tied to the DJE/Ascent situation, why operator integrity and transparency matter Real deals in motion: Paul's Indiana acquisition fully subscribed (rate locked), and an Evansville 56-unit true-distress LOI/PSA walkthrough (what those terms mean and why the team thinks it's a fast operational turn) Rates: two cuts this fall (~50 bps total) boosted sentiment but barely moved longer-term agency debt; example: 7-yr Treasury + spread shifted only ~6 bps between application and lock Outlook: expect a trickle, not a tsunami, of distress into 2026 as “extend & pretend” maturities roll; bid/ask is narrowing, which may push lenders to act Tools & goals: update your Sponsor Reviews (and why “update” notes help the community); Chris is rebalancing toward private credit and Roth-powered compounding, Jim is doubling down on trusted operators and liquidity discipline, and Paul is rotating from cash/metals into equity while keeping a family financial “in case of emergency” plan current Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.

Years of housing market gains could be at risk, and it's not because of mortgage rates, the Fed, or the US government…it's because of sellers.  Since 2022, we've seen housing inventory rise, home prices stabilize (and fall in many major markets), and affordability slightly improve for buyers (thanks to higher supply and lower demand). But now, a new wave of “delistings” could put the future of the housing market in jeopardy. Sellers are refusing to settle, and they're walking away at the fastest pace in eight years. So, what's next? A housing crash? A continued correction? If the delistings continue, one scenario could come to fruition, and it's not what buyers want to hear. Dave walks through the new delistings data in this episode and shares some startling statistics on just how bad things are for young Americans. If the next generation can't buy or rent a home…what happens to the economy? In This Episode We Cover The “delisting” wave hitting an eight-year high and putting years of affordability gains at risk Correction or crash? Why sellers are far less desperate than most people think Markets with the most delistings and where inventory could start to reverse first Cracks in the US economy and the trouble that young Americans are in Lower rent growth for longer? What happens when college graduates CAN'T get a job (or rent an apartment/house)? And So Much More! Links from the Show Join the Future of Real Estate Investing with Fundrise Join BiggerPockets for FREE Sign Up for the On the Market Newsletter Find an Investor-Friendly Agent in Your Area On the Market 372 - New Recession Indicator Shows Americans Worse Off Than We Thought Dave's BiggerPockets Profile Grab Dave's Book, “Real Estate by the Numbers” Check out more resources from this show on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠BiggerPockets.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.biggerpockets.com/blog/on-the-market-378 Interested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Email ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠advertise@biggerpockets.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices

Hoy con Carlos Feliciano (CAF Investments) desmenuzamos la pregunta del momento: ¿estamos ya en recesión aunque los titulares digan otra cosa? Hablamos del miedo en el mercado, hipotecas a 50 años, el “cheque” de $2,000 como posible estímulo, el mini–crash intradía que casi nadie reportó, cripto apalancada, y dónde poner el ojo (salud, finanzas, energía) mientras la IA exige más infraestructura.Consulta gratis con CAF: agenda y escribe que lo viste en Café en Mano. https://calendly.com/cafinvestments/15minMerch oficial: tus tazas de Café en Mano en juanvi.bigcartel.com ☕️Suscríbete, comenta si quieres más episodios con Carlos y comparte con quien lo necesite.Tags: economía, recesión, Puerto Rico, inversiones, bolsa de valores, hipoteca 50 años, estímulo $2000, Bitcoin, IA, energía, finanzas personales, Café en Mano Podcast, Carlos Feliciano.Capítulos :00:00 – Intro, merch y anuncio: segmento quincenal con Carlos + consulta gratis01:20 – Airbnb: “no es ingreso pasivo” (reacción a los clips)02:35 – Mercado dos semanas bajando; Fear & Greed en “miedo extremo”04:18 – Hipotecas de 50 años: por qué son mala idea y cómo encarecen todo06:30 – Riesgo a largo plazo, intereses y el truco del pago “más bajito”08:00 – El “cheque” de $2,000 (aranceles): estímulo vs. inflación10:10 – Rally por resultados de Nvidia… y caída brutal intradía (sin titulares)12:45 – IA operando el mercado, Private Credit y la Fed “a ciegas”14:14 – ¿Burbuja de IA? P/E, especulación y diferencias con el 200017:53 – Cripto apalancada: margin calls y por qué afecta a la bolsa20:30 – China/Japón: estímulos, divisas y flujos entre mercados22:45 – Qué hacer ahora: no decisiones locas, comprar en descuento y “desinstala la app”24:40 – Lo que más ve en clientes por edad: deudas, 401k y diversificación26:52 – Sectores a mirar: salud, finanzas y (muy clave) energía por la IA29:15 – Plan de retiro en PR: opciones cualificadas vs. “cuentas populares”30:33 – Oficios o deuda: educación técnica, oficios no automatizables y préstamos estudiantiles

Brian from Santiment joined me to review the crypto market onchain metrics for Bitcoin, Ethereum, XRP, Solana, and Zcash.

In this episode, we're joined again by Jim Paulsen to break down the key themes shaping markets and the economy heading into 2026. Jim explains why policymakers may be fighting the wrong battle, why real sustainable growth has quietly collapsed over the past 20 years, and how shifts in policy, demographics, productivity, inflation, and investor psychology all tie together. We also walk through Jim's latest charts from Paulsen Perspectives and explore what they mean for stocks, sectors, interest rates, the dollar, and leadership in the year ahead.Topics covered in this episode:• The state of inflation and why CPI and PPI may be sending a very different message• The 20-year collapse in real sustainable GDP growth• Why job creation, labor force growth, and productivity have all structurally weakened• The rise in unemployment duration and what it signals about lost “animal spirits”• How demographics, immigration policy, and cultural shifts are shaping growth• Productivity puzzles: innovation vs. distraction in a tech-driven economy• Why the real economic risk may be deflation, not inflation• How monetary policy, the yield curve, the dollar, and fiscal policy have remained contractionary• Tariffs as a hidden tax and their real impact on inflation• How an easing cycle could reshape market leadership in 2026• Jim's Total Policy Stimulus Index and what it reveals about small caps, cyclicals, value, and foreign stocks• The difference between today's tech cycle and the dot-com bubble• What a broadening market might look like if policy finally turns supportive• How international equities could respond to a weaker dollar• Why tech may underperform without collapsing• Jim's expectations for S&P 500 returns in 2026 and the potential for a more balanced leadership environmentTimestamps:00:00 Market setup and inflation overview02:00 Reviewing recent corrections and sector broadening04:00 Bond yields, easing expectations, and fear-based asset leadership06:00 Tech's relative performance beginning to fade07:00 GDP growth collapse over two decades09:00 Structural slowdown in job creation10:30 Labor force growth and aging demographics12:00 The doubling of unemployment duration14:00 Population trends, immigration, and slowing productivity17:00 The rise of de-risking and falling monetary velocity19:00 Trade deficits, globalization, and policy contraction22:00 Why inflation risk may be overstated26:00 CPI/PPI data versus the inflation narrative29:00 Money supply, real rates, and the longest yield curve inversion31:00 The strong dollar as a contractionary force34:00 International stock performance and currency impact35:00 Tax burden relative to slower growth37:00 Tariffs as taxes and their real economic effect39:00 What would it take to restore growth and optimism?42:00 The Total Policy Stimulus Index explained47:00 Policy's impact on equal-weight, small caps, cyclicals, and value52:00 How foreign stocks respond to policy and the dollar54:00 Tech valuations today vs. the dot-com era55:00 Fed response differences between now and 200057:00 Why today's tech cycle is structurally different59:00 What 2026 might look like for the S&P 50001:01:00 Why price targets are inherently unreliable01:01:45 Closing thoughts and sign-off

Welcome to our LIVE Q&A session! Lance Roberts is taking your questions directly from the YouTube live chat—covering markets, investing, retirement planning, inflation, interest rates, the Federal Reserve, portfolio strategy, risk management, and your personal finance questions. No scripts, no agenda—just real-time answers based on data, history, and risk-focused investing principles. We'll break down what's moving the markets, how to think about pullbacks, what the Fed may do next, how valuations affect future returns, and how to build financial plans that survive full market cycles. Whether you're a new investor or a seasoned pro, this LIVE Q&A is your chance to get expert insight—right now. 0:00 - INTRO 0:19 - Not Every December is Positive; Retail Sales, Black Friday, & Target snafu 5:03 - Momentum is Back 11:01 - Economic Summit tease 12:01 - Live Q&A: Is the 60-40 Rule still viable - the goal is reducing volatility (three legs of investing) 19:34 - Debt to GDP Ratio - threat to US Dollar; purchasing power of the US Dollar 22:24 - The purchasing Power of the US Dollar vs Inflation (Chart Crime) 26:53 - Dollar performance since release of Chat GPT 28:05 - Biggest Mistake/Triumph - luck in real estate; lost money in Oil & Gas 30:08 - Is the BitCoin 4-year Cycle still Alive? 33:36 - What's the best investment for beginning investor? 35:58 - What Roles should REIT's play over the next 5-years? 37:14 - Is there a trade for money rotation among the Mag-7 as investors try to pick winners? 39:17 - Dated Maturity Bond ETF's? 40:47 - Yield Curve steepening, inversion or un-inversion 42:16 - What happens to AI if Cap-Ex doesn't show up? (It already is) 42:33 - In what bucket does Gold belong? (risk) 43:27 - Small Cap outlook for 2026 45:18 - When will long-term bonds recover? (They are) 46:13 - Bull/Bear case for private real estate & Private equity/credit 50:09 - When is marriage a good investment (and when is it not)?

On Legal Docket, the Supreme Court weighs reopening sentences long considered final; on Moneybeat, David Bahnsen covers affordability and the Fed's shift toward easing; and Daniel Darling talks about the significance of Rosa Parks' act of courage. Plus, the Monday morning news  Support The World and Everything in It today at wng.org/donateAdditional support comes from Ambassadors Impact Network. Helping entrepreneurs with a purpose find the support they need to thrive with faith-aligned financing options. More at ambassadorsimpact.comAnd from WatersEdge. Save more. Do more. Give more. Helping Christians support ministry by giving through a donor-advised fund. watersedge.com/DAF