Podcasts about Fed

P.M. Edition for Sept. 3. WSJ reporter Robbie Whelan discusses how with its latest deal for AI platform Hugging Face, chip giant Nvidia is promoting open-weight AI models that compete with OpenAI and Anthropic. Plus, we're still two years away from the next presidential election, but some Republican hopefuls are already testing the waters. We hear from Journal White House correspondent Natalie Andrews about who may have President Trump's backing and how Senator Ted Cruz is going over with voters in Iowa. And feminist icon Gloria Steinem dies at age 92. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mortgage rates could face new upward pressure as Treasury yields surge to their highest level since early 2025. Rising oil prices are fueling new inflation concerns, while investors are sharply increasing their bets on a September Fed rate hike. Kathy Fettke explains what's driving the bond market selloff, why the 10-year Treasury matters more to mortgage rates than the Fed's short-term rate, and what it could mean for real estate investors and the housing market.     Source: https://finance.yahoo.com/economy/policy/articles/global-bond-yields-surge-oil-100600156.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAK3iDWHxDOdFHWKwVyBdoDY2XZh2tGv7MSW5mWw6Xdp6n3vBqv65AROS2DL3s8CorQgItGfGC9A4eqM8L13ufmVEnWh4pPJxPp11z5nqqTYl6dIY01KXqzc7Zv-KcD5Iuq4qbcwEdGlvm6dyJU9MJb30A-QryuU8O2uDe8bRQ0Ya

Sep 2, 2026 – The bond vigilantes are back—and oil is fueling the fire. Kurt Kallaus reveals why we're "living on borrowed barrels," how draining reserves could jolt markets by October, and the surprising sectors he's buying while....

The CEOs of Snowflake and HPE break down their latest earnings, enterprise IT spending, and the demand for AI integration. Plus, fresh comments from Fed Governor Chris Waller spark debate over a potential rate hike, DoubleLine's Jeffrey Sherman joins to weigh in on market volatility and what's ahead for the Fed.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.

The latest look at the Fed's Waller, Investors becoming more selective, Saturday September 12th at 10am is the Taxes in Retirement seminar with EP Wealth Advisors and CFP's Ryan Ignacio and Julie Chan-O'Rourke at the Don Tatzin Community Hall at the Lafayette Library

Big Tech and AI stay at the center of the market conversation. Barclays' Venu Krishna breaks down the latest trends in AI adoption and whether Meta is getting its strategy right. BTIG's Janine Stichter reacts to Lululemon earnings and what the results say about the consumer. DataTrek's Nick Colas looks at bond yields, Fed speak and the setup for the jobs report. Meantime, Kate Rooney reports on organized crime rings targeting valuable AI intellectual property. Cboe's Mandy Xu explains what options and volatility markets are signaling about the next move for stocks. Guy Adami weighs the signals coming from gold and bitcoin as investors search for opportunity outside equities. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ben Hunt joins Matt Zeigler to explain why damaged Fed and Treasury credibility could matter just as four major risks converge across private credit, AI financing, oil and the consumer. They discuss financial repression, rising long-term rates, shadow banking and insurance risk, the AI CapEx growth engine, and why Hunt believes gold may benefit if policymakers keep trying to suppress the price of money.Topics coveredWhy credibility is a teacup and why policy reputation is difficult to repair once it breaksHow the Fed's July rate decision changed the market narrative around inflation credibilityThe Four Horsemen: insurance and shadow banking losses, capital crowding out, the Iran war and oil inflation, and a stretched consumerWhy insurer-funded private credit could become a systemic risk if fraud and losses reach major institutionsHow government borrowing and AI data center financing could push long-term interest rates higherWhy fading fiscal stimulus, depleted savings and higher energy costs leave the consumer vulnerableWhat financial repression means and how the Fed and Treasury could try to cap rates and prevent major lossesWhy AI investment may be the key source of US economic growth if consumer activity stallsHow Perscient tracks narrative regimes, virality and shifts in common knowledge across marketsWhy gold can act as an inverse measure of trust in central banks and how Ben is positioning around the risksTimestamps00:00 Intro: Credibility is a Teacup04:00 How the July Fed decision damaged inflation credibility08:21 The Four Horsemen that could threaten the financial system14:00 Oil inflation, the Iran war and a stretched consumer18:39 What financial repression means23:20 How the Fed and Treasury could try to prevent a systemic crisis28:21 Why AI CapEx may be the only major source of GDP growth35:00 When lost Fed credibility became a confirmed market narrative39:34 Narrative stock versus flow and how bursts can move prices44:00 The return of bearish AI CapEx narratives48:09 Why private credit may be easier to can-kick than the 2008 crisisLearn more about the Excess Returns podcast network:https://excessreturns.coNo information discussed in this podcast should be construed as investment advice. Securities discussed may be held by the hosts and guests, their firms or their clients.

Dan Niles joins Excess Returns to explain why he believes AI is a genuine industrial revolution and a bubble at the same time, with significant opportunity still ahead but growing risks in semiconductors, software, AI CapEx and credit markets. We discuss NVIDIA, OpenAI, Anthropic, China's semiconductor push, data center politics, AI debt issuance, Fed policy and the downside protection framework Dan uses to navigate technology cycles.Dan Niles on Xhttps://x.com/DanielTNilesNiles Investment Managementhttps://www.nilesinvestmentmanagement.comTopics covered:Why AI can be both a transformational technology and an investment bubbleThe AI metrics Dan watches: token pricing, token growth, cloud revenue and operating marginsWhat the Situational Awareness unwind showed about leverage, forced selling and semiconductor volatilityWhy hyperscaler AI revenue can accelerate even as free cash flow deterioratesHow data center opposition, electricity constraints and politics could slow the AI buildoutWhere value may accrue across the AI stack and why Anthropic and Google could pressure OpenAIWhy China's memory chip expansion could bring semiconductor cyclicality back faster than investors expectHow AI is reshaping software, including security, systems of record, gaming and usage-based pricingWhy the shift from free cash flow to debt financing matters for AI CapEx, Treasury yields and credit marketsDan's long-short investment process, Fed outlook, market risk framework and emphasis on downside protectionTimestamps:00:00 Intro04:00 The signals Dan watches to know when the AI bubble is peaking09:12 AI ROI, hyperscaler profits and the problem with negative free cash flow14:19 Why data center politics could become a major risk to AI growth21:28 Why semiconductors are still cyclical and China could change the supply picture25:47 Why smart companies still get bubbles wrong and agentic AI could extend the cycle30:43 Is software the next major casualty of AI disruption?35:04 Why video games may be one of software's safer AI categories39:23 Can markets absorb the surge in AI debt and equity issuance?45:28 Dan Niles' long-short investment process and approach to downside protection50:45 Why Dan thinks the Fed could raise rates in September56:38 Why buy-and-hold can fail and downside protection mattersLearn more about the Excess Returns podcast network:https://excessreturns.coNo information discussed in this podcast should be construed as investment advice. Securities discussed may be held by the hosts and guests, their firms or their clients.

Is the stock market dangerously expensive, or are investors overlooking strong future earnings growth? The S&P 500's Shiller CAPE ratio has reached 41, yet the PEG ratio, which incorporates expected earnings growth, is signaling one of the cheapest market valuations in decades. Michael Lebowitz and Lance Roberts examine why these two popular valuation measures are sending completely opposite signals. The key difference comes down to expectations: CAPE relies on historical earnings, while PEG depends heavily on Wall Street forecasts for future growth. We look at the reliability of those earnings forecasts, the extraordinary concentration of expected growth among a handful of large technology companies, the role of AI investment, and whether today's valuations already price in too much optimism. 0:00 INTRO 1:04 - Jobs, JOLTS, & Economic Number Previews 5:01 - Markets are Stuck 11:04 - Vacation & Weekend Plans 12:23 - The Fed: What Will Warsh Do With Rates? 16:12 - The Truth About "Fed Buy Backs" 17:57 - Inflation Expectations are not Reason to Raise Rates 21:29 - No Guidance from the Fed? 23:48 - Valuations - What We Know vs What We Think We Know 28:48 - It all Comes Down to AI 32:12 - The Issue with PEG Ratios 36:12 - Dealing with Earnings Estimates Revisions 37:55 - How AI is Like the Railroads 39:34 -The Use of AI is Growing Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/OOZIdB7YSsw -------- Watch our previous show, "What Should You Expect From a Financial Planner?" https://youtube.com/live/dRd4fGgwrkc ------- Watch today's "Before the Bell" report, "Market Stuck in Neutral," https://youtu.be/bTDPi28yJcg ------- Articles mentioned in this report: "Market Valuation: Expensive CAPE Or Cheap PEG?" hhttps://realinvestmentadvice.com/resources/blog/market-valuation-expensive-cape-or-cheap-peg/ --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series, "The Smart Way to Pay for College," Thursday, September 3, 2026: https://streamyard.com/watch/mcE7YgphgMns --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #Investing #MarketOutlook #ValueStocks #SeptemberMarkets #StockMarket #MarketValuation #Investing #SP500 #ArtificialIntelligence

Towards, away, or rotisserie-chicken style? It’s Friday Drinks time, and this week the gang are discussing all of the important issues; namely which direction they face in the shower. Join Victoria, Jess and Bec for this week’s best Money Wins, Broke Tips and community dilemmas that you might find particularly useful if you’ve been sleeping on super. Hear from the gang about whether it’s most fruitful to salary sacrifice weekly or monthly and what to do if you find that you’ve got multiple super accounts. Come for the juicy superannuation tips, stay for a continental cucumber redux. CLASS ACTIONS: Read ‘em and weep (happy tears, sad tears, you decide) over at the Fed list of current class actions fedcourt.gov.au/law-and-practice/class-actions/class-actions. SEEK AND YOU SHALL FIND… LOST SUPER: The ATO Lost Super Lookup is here to help you be reunited with any lost super. COMPARE YOUR SUPER: Select up to four comparable products to view side-by-side against your current situation over here: ato.gov.au/single-page-applications/yoursuper-comparison-tool New here? Follow us on Instagram (@shesonthemoneyaus) for Q&As, bite-sized advice, daily money inspo... and relatable money memes that just get you. Acknowledgement of Country By Nartarsha Bamblett (nartarshabamblett.com.au) The advice shared on She's On The Money is general in nature and does not consider your individual circumstances. She's On The Money exists purely for educational purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Victoria Devine and She's On The Money are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 4451289See omnystudio.com/listener for privacy information.

I just came back from a trip to the US, where I had the privilege to interact with a number of public and private sector officials. In this podcast, I lay out eight key takeaways, all under the overarching shadow of tense geopolitics and ballooning debt burden. (i) AI and the economy, (ii) the dollar, (iii) International relations, (iv) Midterm elections, (v) Fed and monetary policy, (vi) Fiscal dominance, (vii) Market risks, and (viii) Middle powers.See omnystudio.com/listener for privacy information.

Mortgage rates jumped from 5.9% to 6.9% since the Iranian conflict began, and I break down the Fed data, jobs report, and oil prices driving the move, plus what it costs your purchasing power.

En este episodio de El Brieff: el petróleo vuelve a subir tras una nueva escalada entre Estados Unidos e Irán, complicando el panorama para la inflación y los bancos centrales. Analizamos por qué los bonos están bajo presión, qué significa que la deuda federal de Estados Unidos supere los 40 billones de dólares y por qué la Fed enfrenta una combinación incómoda de empleo más débil y energía más cara. Además, México busca destrabar los aranceles a autos y acero en plena revisión del T-MEC, Canadá contempla volver a subir tasas y la inteligencia artificial sigue atrayendo capital, aunque ahora con más preguntas sobre costos, competencia y seguridad.Este episodio es presentado por STRTGY, contáctalos a través de sus medios de comunicación: arturo@strtgy.ai o al WhatsApp: +52 81 3232 2698Recibe gratis nuestro newsletter con las noticias más importantes del día.Si te interesa una mención en El Brieff, escríbenos a arturo@strtgy.ai Hosted on Acast. See acast.com/privacy for more information.

A.M. Edition for Sept. 2. Bonds are selling off again with investors left unimpressed by Treasury Secretary Scott Bessent's seeming indifference to the recent rise in yields. Economics editor Paul Hannon and WSJ reporter Chelsey Dulaney explain how the bond rout is impacting markets, consumers and businesses and what it will take to calm investors. Plus, Open AI restricts its latest AI model, rating it a 'critical' cyber risk. And Google tries to challenge the frontrunners in agentic coding. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

If the 10-year note hits 5%, we're in trouble. Plus, will the Fed raise rates in September? … One of Dell's (DELL) best quarters ever… 2 pick-and-shovel stocks to play rising oil prices… And more. n this episode: Wall Street Unplugged goes live tomorrow on X! [0:13] Sounds like Tiger Woods needs a new driver [3:01] If the 10-year note hits 5%, we're in serious trouble [8:20] Will the Fed raise rates in September? [13:08] Here's what's driving the surge in bond yields [21:00] A look at one of Dell's (DELL) best quarters ever [32:42] 2 pick-and-shovel stocks to play rising oil prices [44:00] Take-Two Interactive (TTWO) could hit $300 inside 12 months [52:44] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Marvin Barth joins Niels Kaastrup-Larsen and Cem Karsan for a wide-ranging debate about the Fed, inflation and the growing pressures on the US economy. Barth argues that central bankers have become too confident in models that cannot fully capture reality, while the conversation quickly turns to Kevin Warsh, Scott Bessent and the power of signaling in financial markets. From there, Cem and Marvin "clash" over austerity, debt monetization, populism and inequality before examining why inflation expectations may matter more than individual shocks. We round this super energetic conversation by exploring the coming historic El Niño, commodity disruptions and what Warsh's recent dovish turn could reveal about the future of Fed policy.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Cem on Twitter.Follow Marvin on LinkedIn.Episode TimeStamps: 00:00 - Why inflation expectations matter more than anything else01:05 - Introducing Marvin Barth04:46 - From salmon fishing to the Federal Reserve09:09 - Has central banking become too confident in its own models?16:25 - Bessent, Warsh and what Treasury buybacks really mean18:15 - Why signaling may matter more than the actual policy25:56 - Can the US actually solve its debt problem through austerity?31:25 - Debt, inflation, China and the pressures building in the system35:31 - Is there another way out for the US economy?40:29 - The big debate over populism and inequality47:39 - Free markets, fairness and who actually benefits57:59 - Why inflation ultimately comes down to expectations59:46 - Austerity versus monetizing the debt01:02:06 - How El Niño could reshape inflation and emerging markets01:11:26 - Has Kevin Warsh already changed course at the Fed?Copyright © 2025 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here2. Daily Trend Barometer and Market Score One of the things I'm really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here3. Other Resources that can help youAnd if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click HerePrivacy PolicyDisclaimer

Today we talk gold's false start and the housing market fall as we focus on growing risks and uncertainty in the markets. The Fed takes a more hawkish stance on inflation, signaling that interest rates could stay higher for longer while offering little guidance on future policy. We cover the impact of the recent U.S.-Canada tariffs, rising Treasury yields, the $40 trillion national debt, housing-market weakness, rising foreclosures, and the potential risks facing commercial real estate and regional banks. We also examine the current going ons of gold, silver, and Bitcoin as recent gains could be a false start. As always, emphasize caution, diversification, and maintain a long-term perspective rather than reacting to short-term market moves. We discuss...  The Fed's hawkish stance on inflation is raising expectations for higher interest rates and a longer period of restrictive monetary policy. The escalating U.S.-Canada tariff dispute is creating additional economic uncertainty and increasing concerns about inflation and slower growth. Treasury yields and government debt remain major concerns as the U.S. national debt surpasses $40 trillion and interest costs continue to climb. The housing market is showing signs of weakness, including elevated inventory, declining new-home sales, rising foreclosures, and worsening affordability. Higher mortgage rates and insurance costs are making it increasingly difficult for homeowners to access liquidity from their real estate holdings. Commercial real estate faces significant refinancing risks as more than $1 trillion in debt is scheduled to mature while borrowing costs remain elevated. Weakening employment data and downward revisions to job growth suggest the labor market may be slowing more than headline figures indicate. Gold, silver, and Bitcoin have performed strongly recently, but the hosts believe investors should remain cautious about chasing the rally. Historical data shows that midterm election years have frequently experienced significant market drawdowns after August. Market timing requires making two decisions, when to sell and when to buy back, and both are difficult to get right. Global markets have produced widely different returns, reinforcing the potential benefits of looking beyond the S&P 500 for diversification. Hot money has been rotating between Bitcoin, precious metals, industrials, energy, and semiconductors throughout the year rather than staying concentrated in one asset.   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/golds-false-start-847 

Plus: Oil continues to move higher. And cybersecurity stocks fall after Palo Alto Networks posts quarterly loss. Imani Moise 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

September – here we are and the volatility starts. Bear Invasions – is this something we should pay attention to? Target is in the hotseat, Good-Good too. Bombing Iran again. PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John S. Dvorak on X Follow Andrew Horowitz on X Warm-Up - September - here we are and the volatility starts - Bear Invasions - is this something we should pay attention to? - Target is in the hotseat, Good-Good too - Bombing Iran again - and again. Markets - Bonds - moving higher - Warsh and Bessent challenged - NVDA earnings - price hikes - Employment Report coming this Friday - Dell earnings - WOWWWW! DHU MAILING LIST! - Go to DHUnplugged.com LAKE AMERICA - Google Maps now shows "Lake America" to U.S. users after the federal naming change. - Canadian users still see "Lake Ontario"; users elsewhere see both names. - Canada did not adopt the change, setting up an easy cross-border naming fight. OIL / IRAN - Last week - Oil dropped more than 3% as traders viewed tougher Iran sanctions as less disruptive than renewed military escalation. - Brent fell to roughly $88.58 and WTI to about $82.36. - Washington stopped short of immediately targeting major Chinese banks buying Iranian oil. - Markets also reacted to hopes for improved navigation through the Strait of Hormuz. ----  OH WAIT>>>> IRAN - FIGHT IS ON - We are back bombing and they are retaliating - We retaliate, they bomb - Threat: President Trump in phone interview with Fox News reporter repeats that if Iran retaliates, they will be hit harder, but he adds that if Iran retaliates for a third time "they will be totally wiped out as a country"; says any deal with Iran will not be "worth the paper it is printed on" - Oil Up ... DICK'S / FOOT LOCKER - Dick's shares plunged about 30% after earnings and guidance disappointed. - Core Dick's comps rose 4.9%, but Foot Locker comps fell 3.6%. - Management blamed weak sneaker launches, stale inventory and a highly promotional footwear market. - Dick's has already taken more than $500 million in charges tied to the Foot Locker turnaround. BASEBALL CARDS GO CASINO - Online "repack" platforms let customers buy randomized graded cards and immediately sell them back. - Prices can range from roughly $25 to thousands of dollars per pack. - The model increasingly resembles gambling: randomized payoff, instant resale value and repeat play. - Arena Club, Fanatics and others are pushing deeper into a market already generating billions in transactions. GOVERNMENT-OWNED STOCKS - Stocks with U.S. government backing face new legal and political risk around Washington taking equity stakes. - Intel surged after government investment plans surfaced; MP Materials also jumped after a Pentagon stake. - Trilogy Metals soared after a government deal, then gave back much of the move. - A lawsuit challenging the Intel arrangement could have implications for similar federal equity deals. CHINA INDUSTRIAL PROFITS - China's industrial profits rose 11.2% year over year in July. - Profit growth slowed from 15.1% in June but remained strong. - Manufacturing profits rose nearly 19%, while mining profits jumped roughly 35%. - Strong factory profits continue to contrast with weak property and domestic-demand signals. DELL EARNINGS GUIDANCE - Earnings we great - Guidance out of control - Dell sees Q3 mid-point EPS of $6.50 vs $4.46 FactSet Consensus; sees mid-point of revs at $49.00 bln vs $41.36 bln FactSet Consensus - Dell sees FY27 mid-point EPS of $25.50 vs $18.99 FactSet Consensus; sees revs mid-point of $192 bln vs $174.05 bln FactSet Consensus TARGET HALLOWEEN BACKLASH - Target pulled a children's clown costume after complaints that it resembled blackface imagery. - The company apologized and said it was reviewing how the product cleared internal approval. - The controversy adds another brand-management problem after several politically charged merchandise fights. LEGO BOOM - Lego first-half revenue jumped 21% to about $6.5 billion. - Net profit rose 32%, while consumer sales increased 22%. - More than 330 new products helped drive demand across Star Wars, Formula 1, Botanicals and other franchises. - Lego continues gaining share while expanding stores and manufacturing capacity. WAIT - WE'RE BOMBING IRAN AGAIN - U.S. forces struck Iranian rocket launchers on Larak Island near the Strait of Hormuz, the first U.S. attack on Iran in several weeks. - Iran retaliated with missile attacks targeting U.S. bases in Jordan, restarting direct military exchanges. - Oil jumped more than 2%; Brent moved back above $90 and WTI above $85. - The Strait remains the key issue: roughly 20% of global oil shipments pass through it, so actual disruption to tanker traffic matters more than the headlines. IRAN SANCTIONS - Treasury warned countries doing business with Iran could face secondary sanctions and loss of access to the dollar system. - Scott Bessent described the campaign as an "economic D-Day." - Treasury sanctioned dozens of people, companies and vessels but initially avoided major Chinese financial institutions. - The expanded sanctions reach oil, shipping, gold, aviation, technology and digital assets. JOBS REPORT / FED TEST - August payrolls hit Friday after July shocked with a 23,000 job decline. - Expectations are for only modest job growth, making revisions and the unemployment rate especially important. - Fed rate-hike odds jumped after Kevin Warsh's hawkish Jackson Hole comments; a strong jobs number could push them higher. - JOLTS, ADP and ISM data provide several previews before Friday.   Love the Show? Then how about a Donation? PayPal.Donation.Button({ env: 'production', hosted_button_id: 'JJJHP2GDEJC7J', image: { src: 'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt: 'Donate with PayPal button', title: 'PayPal - The safer, easier way to pay online!' } }).render('#donate-button-2'); THE CLOSEST TO THE PIN for SpaceX (SPCX) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!   FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

REGISTER FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceThe past few weeks have seen potential game changers popping up at home as well as all over the globe.How tectonic are they?Are they re-shaping the future in ways that impact investing strategy?To find out, we have the great good fortune of sitting down with research analyst Stephanie Pomboy, who will not only share her latest macro & market outlook, but take audience Q&A live.#macro #geopolitics #oil 0:00 Has the grand game just changed?2:15 Kevin Warsh and a less interventionist Fed4:21 Ending the Fed put: the Greenspan parallel6:33 Long-term Treasury yields at two-decade highs8:28 Are we in a secular higher-rate era?9:49 Bankruptcies, private credit marks, and hidden stress11:33 Why no crisis yet: Fed-put psychology13:48 Mixed signals from Warsh and Bessent15:41 Why the economy hasn't buckled yet18:53 AI capex risk and 2007 credit-market echoes21:09 Crowding out and debt rolling at 7.4%23:27 Treasury intervention: buybacks and the yen24:20 The 1921 depression and letting markets clear30:34 Has the put moved from the Fed to Treasury?32:13 The TGA “trillion-dollar” bluff and midterms35:18 Revaluing the U.S. gold reserve37:20 Japan's soaring yields and the yen carry trade40:48 How seismic would a carry-trade unwind be?42:03 Leverage, margin debt, and corporate balance sheets45:26 Venezuela oil: game changer or nothing burger?53:35 Venezuela, Iran, and the China angle54:51 Canada, Iran, and America as the world's gas station57:55 The biggest if: midterms, 2028, and policy reversal1:00:00 Where to follow Stephanie + conference wrap_____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.All the details on Thoughtful Money's relationship with the financial advisors it endorses, many of whom regularly appear on this program, can be found in the following documents. We highly recommend you review these documents as they cover the terms that will apply should you choose to work with one of these firms at any time after watching this video.Thoughtful Money Disclosure Document: https://thoughtfulmoney.com/disclosureThoughtful Money Agreement: https://thoughtfulmoney.com/agreementIMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

Bond markets are spiraling again, with U.S. 10-year yields back above 4.8%, UK yields at their highest since 2008, and oil near $95 reigniting inflation and Fed hike fears. Bitcoin is getting crushed alongside risk assets as markets now price roughly a 70% chance of a September rate hike. Meanwhile, major banks are teaming up on a new stablecoin, Hyperliquid Strategies expands its equity facility to $2.5 billion, and China's collapsing credit impulse adds another warning sign for global liquidity. Learn more about your ad choices. Visit megaphone.fm/adchoices

What if inflation has been running lower than the number the Federal Reserve has been watching?Recent research and upcoming methodology changes suggest that certain categories within the PCE inflation measure may have been overstating inflation.And that matters because PCE is one of the key inflation measures the Federal Reserve watches when making decisions about interest rates. In this week's The Brief, Kenny Simpson breaks down:• Why the inflation number may be overstated• The difference between PCE and CPI• What categories are creating the discrepancy• How portfolio management fees are being measured• How software and other services can affect the inflation calculation• What changes are being made to the methodology• How much core PCE could potentially change• Why this matters to the Federal Reserve• What it could mean for mortgage rates and interest ratesKenny discusses research from the Cleveland Fed, San Francisco Fed, Federal Reserve Board staff and others that has examined these measurement issues. But does this mean the Fed is suddenly going to start cutting rates?Not necessarily.There are still major factors affecting the rate outlook, including geopolitical uncertainty, the labor market, consumer spending, inflation and broader economic conditions. The bigger question is this:If inflation has been overstated, have interest rates been higher than they needed to be?Watch the full episode for Kenny's breakdown.

The Federal Reserve just released one of the most overlooked—and potentially revealing—reports on the U.S. economy. It's called the Beige Book. No, it's probably not going to make anyone's bestseller list.

Last week, Federal Reserve Chairman Kevin Warsh talked gold and silver down during his Jackson Hole speech, playing the tough guy facing down inflation.  But as Mike Maharrey reminds listeners in this week's Midweek Memo, Warsh & Co. still hasn't done a darn thing to tackle inflation.  Why not? Mike says the Fed is stuck on a highway with no off-ramp. It's traveling in a direction it doesn't really want to go because the debt black hole is dominating the economy. In this episode, Mike explains the 40 trillion reasons for the lack of action by the Warsh Fed so far, the ramifications if the Fed finally bites the bullet and raises rates, and why this puts gold and silver on an uphill highway with no off-ramp.

Global bond yields just climbed to their highest level since 2008, with Japan's 10-year notes touching 3% for the first time since 1996, as traders price in a near seventy percent chance of a Fed rate hike this month. Jackson Mikalic, Michael Tanguma, Liam Nelson, and Brian Cubellis put four stories on the clock: the global bond selloff and a central banking system with no good options left, European Commission President Ursula von der Leyen's push to redirect ten trillion euros of household savings into EU companies, a Wall Street Journal piece on Americans melting down family heirlooms for cash, and South Korea giving its entire population free, unlimited access to AI. Where's the signal, and where's the noise?---

Tom Fortino, Founder and Principal, Alpha Wealth Group, and host of “The Alpha Wealth Hour” on WGN Radio, joins John to talk about the impact of the war in Iran on the economy, why the market has been resilient despite the uncertainty, why he thinks the market is poised for growth, what he expects from the Fed […]

The 60/40 portfolio was built for an old regime, but what replaces bonds when fiscal dominance and currency debasement become structural? This week, Bitwise CIO Matt Hougan and Proficio CIO Bob Haber join the show to explore how hard assets fit into modern portfolio construction. We discuss how Bitcoin and gold, bond-market risk, fiscal dominance, precious metals, and the Fed's shrinking influence come together to shape a new investing regime. Enjoy! TIMESTAMPS: 00:00 Intro 04:38 Is The 60/40 Portfolio Broken? 10:23 From QE To Fiscal Dominance 12:45 Is Bitcoin Digital Gold Again? 18:30 Sizing Bitcoin And Gold 23:59 Why Gold Miners Look Attractive 27:56 The Opportunity In Silver 29:53 Will Central Banks Buy Bitcoin? 32:24 Who Buys $12T Of Treasuries? 36:28 Can AI Solve The Debt Problem? 41:01 Are Bond Investors The Patsy? FOLLOW GUESTS › Matt – https://x.com/Matt_Hougan › Bitwise – https://x.com/Bitwise › Bob/Proficio – https://proficiocap.com/ FOLLOW THE SHOW › Forward Guidance – https://x.com/ForwardGuidance › Felix – https://x.com/fejau_inc › Telegram – https://t.me/+CAoZQpC-i6BjYTEx › Blockworks – https://x.com/Blockworks EVENTS › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th https://blockworks.com/events › Avalanche Summit NYC lands Sept. 16–17. Save 15% with code BLOCKWORKS15: avalanchesummit.com/registration DISCLAIMER Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

Global bond yields are climbing again, and the impact is showing up in mortgages, government borrowing costs, stock valuations, and the Fed's next policy decision.Chuck Zodda and Marc Fandetti discuss why rising long term rates matter for everyday borrowers, how higher Treasury yields can affect mortgages and asset prices, and why wars in the Middle East and Ukraine are complicating the Fed's inflation fight. They also break down the case for and against a September rate hike, what upcoming CPI and jobs data could mean for Kevin Warsh, and Todd Lutsky's explanation of how IRA beneficiary designations fit into an estate plan.

The Conference Board's Erik Lundh and Kingsview Wealth Management's Scott Martin describe the U.S. economy as cooling but not collapsing, with expanding factory orders offset by a softer jobs market. Both agree the Fed lacks enough data to call September's meeting, making next week's PPI and CPI reports critical for inflation insights.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Wayne Kaufman analyzes the market's recent volatility, noting the digestion of a tremendous first half for tech and semiconductor stocks. He emphasizes the ongoing issue of inflation, with rising oil and commodity prices, but maintains a bullish long-term outlook due to strong corporate earnings. Wayne also discusses the valuation of Nvidia (NVDA), believing it to be undervalued despite current market sentiment, and questions the effectiveness of further Fed rate hikes in addressing supply-chain-driven inflation.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Timothy Burklow Sr. warns that the global bond sell-off and rising oil prices could trigger a market pullback, forcing the Fed to tackle inflation more aggressively. He highlights structured notes as a potential hedge against market volatility. Despite near-term risks, Burklow remains bullish on technology for the long term.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Tom Fortino, Founder and Principal, Alpha Wealth Group, and host of “The Alpha Wealth Hour” on WGN Radio, joins John to talk about the impact of the war in Iran on the economy, why the market has been resilient despite the uncertainty, why he thinks the market is poised for growth, what he expects from the Fed […]

What does the Federal Reserve actually do—and why should local communities care? In this episode of Develop This!, Dennis Fraise speaks with Seema Sheth, Senior Vice President of the Louisville Branch of the Federal Reserve Bank of St. Louis, to demystify the Federal Reserve and explore its role in shaping the U.S. economy. Seema explains how the Federal Reserve System operates, the unique role regional Reserve Banks play in monetary policy, and why local economic insights are essential to national decision-making. She also addresses some of the most common misconceptions about the Fed and its independence from politics. A major focus of the conversation is the Beige Book, a key report that gathers real-world input from businesses and communities across the country to help inform economic policy. Seema discusses how these local perspectives influence the Fed's understanding of economic conditions beyond traditional data. The discussion also highlights the importance of financial literacy. From understanding debt to making informed financial decisions, Seema shares why economic education is valuable for everyone—not just economists or financial professionals. Throughout the episode, Seema reflects on her own career journey and emphasizes the importance of curiosity, communication, and making economics more accessible to the public. A key takeaway? Understanding how the economy works empowers individuals, businesses, and communities to make better decisions for the future. Key Takeaways Regional Federal Reserve Banks provide critical local economic insights The Beige Book helps shape national monetary policy through community feedback Financial literacy is an essential life skill for people of all ages The Federal Reserve operates independently to support long-term economic stability Understanding economics helps individuals and communities make informed decisions Local perspectives play a vital role in national economic policy Key Topics Covered Structure of the Federal Reserve System Common misconceptions about the Fed Regional economic representation and the Beige Book Financial literacy and economic education Fed independence and monetary policy Seema Seth's career journey and leadership Sound Bites "We're on your side—that's what I wish people knew." "The Fed likes to take the punch bowl away as soon as the party gets good." "Economics is for everyone, not just economists."

Jeff Praissman and Scott Bauer discuss mixed signals from economic growth, inflation, and the labor market as investors weigh the Fed's next move. They also look at shifting sector leadership, market sentiment, and what upcoming earnings could reveal about the outlook for stocks.

US Central Command said forces successfully completed a wave of strikes against Iranian military targets on September 1st.IRGC said it targeted US bases in Iraq, with missiles and drones. Iran's army also launched drone attacks on the US base in Bahrain while the IRGC added that two tankers were blown up after striking mines in the Strait.Global equities continue to pull back, with NQ futures falling below 29k.USD firms against most peers; NZD underperforms after RBNZ fails to impress hawks, JPY outperforms after BoJ hawk Takata.USTs are flat, whilst Bunds and Gilts are pressured by elevated gas prices.Crude takes a breather following another night of US-Iran hostilities; metals feel no reprieve.Looking ahead, highlights include US Factory Orders (Jul), ADP Employment Change (Aug), New Zealand Terms of Trade (Q2), BoC Announcement, Fed Beige Book. Comments from Fed's Williams, BoC's Macklem & Rogers. Earnings from Broadcom, Hewlett Packard Enterprise & Snowflake.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Tom Fortino, Founder and Principal, Alpha Wealth Group, and host of “The Alpha Wealth Hour” on WGN Radio, joins John to talk about the impact of the war in Iran on the economy, why the market has been resilient despite the uncertainty, why he thinks the market is poised for growth, what he expects from the Fed […]

Mortgage rates jumped toward 7% this week while a weak jobs report just moved the bond market. I break down why oil prices, inflation, and today's Fed data are pushing your rate around, plus how much house you can actually afford right now.

Nationally syndicated financial columnist and author Terry Savage joins John Williams to talk about the 10-year Treasury note yield hitting a high of 4.818% and what that means, what will likely happen when the Fed meets next week, why the market still seems impervious to uncertainty, what to know about Social Security insolvency, and to answer all of […]

México entra a septiembre con mejores expectativas de crecimiento, pero con una señal incómoda: nadie en la encuesta de Banxico cree que sea un buen momento para invertir. Mientras Claudia Sheinbaum prepara un presupuesto que promete disciplina fiscal sin frenar el gasto, la cartera vencida de los bancos sigue subiendo. Afuera, nuevos ataques de Estados Unidos contra Irán empujaron al petróleo y a los bonos, complicando otra vez la batalla contra la inflación. Además, hablamos de la cooperación militar entre Rusia e Irán, las dudas de la Fed, el debut de Shein en Hong Kong y la nueva frontera de la inteligencia artificial con OpenAI y Dell.Este episodio es presentado por STRTGY, creador del Centro de Decisiones que convierte datos de ventas, inventarios, compras, clientes, costos y operación en recomendaciones concretas para actuar mejor. Más información: arturo@strtgy.ai o al WhatsApp: +52 81 3232 2698Recibe gratis nuestro newsletter con las noticias más importantes del día.Si te interesa una mención en El Brieff, escríbenos a arturo@strtgy.ai Hosted on Acast. See acast.com/privacy for more information.

Bond yields jumped to multi-decade highs in some countries this week, as market anxiety about inflation and the Iran war grows. The U.S. is not exempt from this turmoil. Borrowing rates could balloon, affecting the Fed and your wallet. We'll explain. Also in this episode: The labor market barely budges in July job openings and labor turnover data, U.S. solar energy storage capacity nearly doubles under President Trump, and Reddit becomes valuable internet real estate in the age of AI.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.Read the stories in today's episode:Rising global bond yields will put pressure on U.S. interest rates, tooThe labor market in July showed very little movementFor this Mississippi barge line, labor is more of a concern than tariffsWhy solar energy storage capacity has nearly doubled since Trump took office"The heart of the internet": AI has marketers flocking to RedditFrom medicine to HVAC: one entrepreneur's journey

Bond yields jumped to multi-decade highs in some countries this week, as market anxiety about inflation and the Iran war grows. The U.S. is not exempt from this turmoil. Borrowing rates could balloon, affecting the Fed and your wallet. We'll explain. Also in this episode: The labor market barely budges in July job openings and labor turnover data, U.S. solar energy storage capacity nearly doubles under President Trump, and Reddit becomes valuable internet real estate in the age of AI.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.Read the stories in today's episode:Rising global bond yields will put pressure on U.S. interest rates, tooThe labor market in July showed very little movementFor this Mississippi barge line, labor is more of a concern than tariffsWhy solar energy storage capacity has nearly doubled since Trump took office"The heart of the internet": AI has marketers flocking to RedditFrom medicine to HVAC: one entrepreneur's journey

Brian Szytel recaps a down market day driven by heightened Iran-U.S. tensions, higher oil prices (WTI up 5.9% near $90; Brent near $95), and rising interest rates (10-year around 4.79%), with the Dow down 419 points, S&P 500 down 0.7%, and Nasdaq down 1% as long-duration assets weakened. Economic data was slightly below forecasts but still constructive, including 7.2 million job openings and an ISM manufacturing PMI of 54.6 (eighth month above 50). He notes a gap between Fed dot-plot projections and futures-implied rate paths and emphasizes how unreliable rate forecasts can be given policy lags. Addressing questions about foreign Treasury selling (China and Japan), he explains foreign ownership has fluctuated historically and argues the core issue is U.S. deficit spending and rising debt costs, while the dollar's basket weight recently increased to 43%. 00:00 September Market Recap 00:24 Oil Spike and Rates Jump 01:13 Stocks Slide and Rotation 01:45 Economic Data Check 02:23 Fed Dots Versus Futures 03:07 Why Rate Forecasts Miss 04:11 Foreign Treasury Holders 06:06 Dollar Basket and Deficits 06:38 Wrap Up and Q&A Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Vacant jobs have gone up a little bit in the economy. The guy's dive into what creates and causes a good economy around the world. John and Mark break down what it means when the Fed raises rates and how it may not mean a disaster. President Trump is speaking to oil executives today, but John explains the production issue that could sway things for oil and gas prices.

Vacant jobs have gone up a little bit in the economy. The guy's dive into what creates and causes a good economy around the world. John and Mark break down what it means when the Fed raises rates and how it may not mean a disaster. President Trump is speaking to oil executives today, but John explains the production issue that could sway things for oil and gas prices.See omnystudio.com/listener for privacy information.

Who's Roy Cohn? He was Trump's lawyer back in the '70s and '80s, and that might explain some of Trump's style. On Monday, there was a tragic stabbing spree in Times Square. The Lindsay Clancy trial is still going, with the jury deliberating. Vladimir Putin says he's backing Iran all the way. Mark takes your calls! Mark interviews John Carney from Breitbart Business News. Vacant jobs have gone up a little bit in the economy. The guy's dive into what creates and causes a good economy around the world. John and Mark break down what it means when the Fed raises rates and how it may not mean a disaster. President Trump is speaking to oil executives today, but John explains the production issue that could sway things for oil and gas prices.See omnystudio.com/listener for privacy information.

President Trump is set to talk with oil executives since gas prices are still high and might even go up again. He's also working on a medicine stockpile in case a global conflict cuts off supplies to the U.S. There's even talk that the White House bowling alley could be next on his list of projects. Over in Iran, inflation keeps getting worse, and the economy is taking a hit. Mark talks about a shakeup at the next Met Gala in New York. Fashion designer John Galliano was picked for a big role at the event, but it turns out he's got a history of anti-Semitic comments. The pied-à-terre tax in New York is now facing pushback from both Democrats and Republicans. Abdul El-Sayed's plan for free healthcare is getting a lot of heat, especially since his wife works in healthcare. CNN pollster Harry Enten is earning respect for being upfront about the polls—right now, the Democrats' approval rating is really low. Howard Stern's radio show is now down to just one day a week. Tim Cook stepped down as Apple's CEO yesterday. The Trump administration is bringing Nicki Minaj and Dean Cain on board for a new ‘Shark Tank'-style show. Mark interviews Boston radio host Howie Carr. It's primary day in Massachusetts, and Howie shares what he's seeing with the races. The guys also talk about what former White House Press Secretary Karoline Leavitt might do next, maybe TV? Howie says fuel prices are his biggest worry as the midterms approach. Plus, socialist Dems like Abdul El-Sayed and Mamdani could give AOC a boost in her races. Who's Roy Cohn? He was Trump's lawyer back in the '70s and '80s, and that might explain some of Trump's style. On Monday, there was a tragic stabbing spree in Times Square. The Lindsay Clancy trial is still going, with the jury deliberating. Vladimir Putin says he's backing Iran all the way. Mark interviews John Carney from Breitbart Business News. Job vacancies are up a little. The guys get into what actually makes a strong economy. John and Mark also break down what happens when the Fed raises rates; it's not always a disaster. They wrap up with Trump's meeting with oil execs and what might happen with oil and gas prices.See omnystudio.com/listener for privacy information.

Who's Roy Cohn? He was Trump's lawyer back in the '70s and '80s, and that might explain some of Trump's style. On Monday, there was a tragic stabbing spree in Times Square. The Lindsay Clancy trial is still going, with the jury deliberating. Vladimir Putin says he's backing Iran all the way. Mark takes your calls! Mark interviews John Carney from Breitbart Business News. Vacant jobs have gone up a little bit in the economy. The guy's dive into what creates and causes a good economy around the world. John and Mark break down what it means when the Fed raises rates and how it may not mean a disaster. President Trump is speaking to oil executives today, but John explains the production issue that could sway things for oil and gas prices.

President Trump is set to talk with oil executives since gas prices are still high and might even go up again. He's also working on a medicine stockpile in case a global conflict cuts off supplies to the U.S. There's even talk that the White House bowling alley could be next on his list of projects. Over in Iran, inflation keeps getting worse, and the economy is taking a hit. Mark talks about a shakeup at the next Met Gala in New York. Fashion designer John Galliano was picked for a big role at the event, but it turns out he's got a history of anti-Semitic comments. The pied-à-terre tax in New York is now facing pushback from both Democrats and Republicans. Abdul El-Sayed's plan for free healthcare is getting a lot of heat, especially since his wife works in healthcare. CNN pollster Harry Enten is earning respect for being upfront about the polls—right now, the Democrats' approval rating is really low. Howard Stern's radio show is now down to just one day a week. Tim Cook stepped down as Apple's CEO yesterday. The Trump administration is bringing Nicki Minaj and Dean Cain on board for a new ‘Shark Tank'-style show. Mark interviews Boston radio host Howie Carr. It's primary day in Massachusetts, and Howie shares what he's seeing with the races. The guys also talk about what former White House Press Secretary Karoline Leavitt might do next, maybe TV? Howie says fuel prices are his biggest worry as the midterms approach. Plus, socialist Dems like Abdul El-Sayed and Mamdani could give AOC a boost in her races. Who's Roy Cohn? He was Trump's lawyer back in the '70s and '80s, and that might explain some of Trump's style. On Monday, there was a tragic stabbing spree in Times Square. The Lindsay Clancy trial is still going, with the jury deliberating. Vladimir Putin says he's backing Iran all the way. Mark interviews John Carney from Breitbart Business News. Job vacancies are up a little. The guys get into what actually makes a strong economy. John and Mark also break down what happens when the Fed raises rates; it's not always a disaster. They wrap up with Trump's meeting with oil execs and what might happen with oil and gas prices.

Aug 31, 2026 – When one spouse manages all the finances, passwords, and key relationships, their sudden death can trigger legal, financial, and operational chaos. Today, we explore the risk posed by the "death of a decision maker" and three...