Podcasts about fed pivot

FED Pivot in 43 Days?! Danielle DiMartino Booth returns to explain why the Federal Reserve may be forced into an urgent policy shift. In this explosive interview, Danielle calls out the true state of the U.S. economy, reveals the massive housing fraud no one is talking about, and explains why the next recession might already be here — even if the data says otherwise.We cover everything from student loans, consumer debt, and buy now, pay later madness to the hidden risks in the auto loan and real estate markets. Danielle shares why she believes the Fed will be forced into multiple rate cuts in 2025, how Jay Powell's narrative is breaking down, and what it means for investors, households, and the market.#FED #economy #stocks Use our exclusive link to save 20% off your first year of QI Annual Daily Feather Subscription:

Breaking crypto news: Fake data sparks a massive Bitcoin sell-off, shaking the markets! Is the Fed pivot officially off the table? Get the latest updates on Bitcoin, crypto news, and altcoin reactions to this shocking development. Listen now to stay informed and protect your investments!

Derek Moore and Jay Pestrichelli react to the Fed meeting where people are calling it a hawkish cut and a reset of future expectations of where interest rates end up. Plus, the Dot Plots say long run PCE Inflation will only go to 3% not 2%. Later looking at the Trade Weighted Dollar Index breakout and if it will become a problem for earnings growth in 2025. Of course, the big news last week was the spike in the VIX as the market had a temper tantrum. Finally, they go into earnings expectation, price to forward sales ratio, real retail sales, and more and even a wacky (or not) Amazon prediction.   Fed Hawkish Rate cut Fed PCE Inflation Dot Plot 3% long run target The Fed Pivot or Fed Reset in effect? The VIX Spikes as the market has a tantrum after Powell press conference Looking at current forward pe ratio for the S&P 500 Index now Earnings expectations and the strong US Dollar The US Dollar breaks out above resistance Forward Price to Sales ratio getting elevated? Goods vs services inflation PPI services is still elevated Would Amazon ever break out its business units to take advantage of AI and their chip? Greenspan fed vs Powell 1994 bull market vs this bull market and does it mean longer to run?   Mentioned in this Episode     Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT   Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt   Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag   Contact Derek derek.moore@zegainvestments.com          

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In this episode, Liz Ann and Kathy discuss the unique characteristics of the current economic cycle, emphasizing its differences from historical cycles. They explore the implications of geopolitical events on market behavior, the Fed's potential reactions to inflationary pressures, and the significance of historical Fed cycles in understanding market trends. Finally, Kathy and Liz Ann offer the outlook for next week's economic data and indicators.You can read Liz Ann's articles on historical rate-cutting cycles: "What Past Fed Rate Cycles Can Tell Us" and "It's Time … For a Fed Pivot."On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting.If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed. Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve. All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.Investing involves risk, including loss of principal. Past performance is no guarantee of future results and the opinions presented cannot be viewed as an indicator of future performance.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.Mortgage-backed securities (MBS) may be more sensitive to interest rate changes than other fixed income investments. They are subject to extension risk, where borrowers extend the duration of their mortgages as interest rates rise, and prepayment risk, where borrowers pay off their mortgages earlier as interest rates fall. These risks may reduce returns.Indexes are unmanaged, do not incur management fees, costs and expenses, and cannot be invested in directly. For more information on indexes, please see ​schwab.com/indexdefinitions.Currency trading is speculative, volatile and not suitable for all investors.​Commodity-related products carry a high level of risk and are not suitable for all investors. Commodity-related products may be extremely volatile, may be illiquid, and can be significantly affected by underlying commodity prices, world events, import controls, worldwide competition, government regulations, and economic conditions.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.(1024-WXZC)

“I've Never Seen Such a Strong Divide between Senior and Junior Gold Stocks” explains fund manager Willem Middelkoop. He also reveals his ideal portfolio allocation. Willem offers commentary on the current gold stock market and the recent changes at Rupert Resources. Furthermore, he discusses bigger macro financial issues such as CBDC's, a Fed pivot and Chinese stimulus. Willem Middelkoop is the chairman of the Commodity Discovery Fund's management team and is ultimately responsible for the fund's investment policy. Willem is one of the pioneers of discovery investing and is the author of seven books on economics and financial markets. 0:00 Intro 1:14 Fed Pivot and Chinese Stimulus 2:05 Too much choice in the market? 6:20 Is money available to the junior miners? 7:35 The Big Reset - "planned reset in conjunction with chaos" 10:50 Cost of living vs. electrification of the world 14:00 CBDC 18:00 Bitcoin vs Gold 20:40 Portfolio Allocation 23:55 Rupert Resources changes 29:50 Canadian Government's block of Zijin's investment into SLS 34:04 CDF's contrarian investments 35:30 What differentiates CDF from the other funds out there? Willem's fund: https://www.cdfund.com/ Willem's Twitter: https://twitter.com/wmiddelkoop Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/

In this episode, Kathy and Liz Ann follow up on the release of last week's unemployment numbers and the reaction of the stock market to the jobs report. The expectation is still for a 25-basis-point cut at next week's Fed meeting. The conversation also touches on the un-inversion of the yield curve and its implications for the bond market. This week, Kevin Gordon joins the podcast to discuss equities and sector views. Kevin is a director and senior investment strategist and serves as Liz Ann Sonders' research associate. Kevin and Liz Ann discuss the recent changes in Schwab's sector ratings and the focus on factors rather than sectors. They also talk about the leadership shifts in the market, particularly in the Magnificent Seven stocks. They touch on the importance of diversification and the performance of different sectors. They then delve into the upcoming Fed rate cuts and the historical market behavior during fast-cutting cycles versus slow-cutting cycles. Lastly, Kathy and Liz Ann look ahead to next week's FOMC meeting and the other economic data on the horizon. Key economic data to watch for next week includes retail sales, industrial production, housing market indicators, and the Leading Economic Index.You can keep up with Schwab Sector Views here and also read the report that Kevin and Liz Ann discuss here: "It's Time … For a Fed Pivot."On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting.If you enjoy the show, please leave a rating or review on Apple Podcasts. Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.  All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.  Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.  All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.Investing involves risk, including loss of principal.  Commodity-related products carry a high level of risk and are not suitable for all investors. Commodity-related products may be extremely volatile, may be illiquid, and can be significantly affected by underlying commodity prices, world events, import controls, worldwide competition, government regulations, and economic conditions.Past performance is no guarantee of future results and the opinions presented cannot be viewed as an indicator of future performance.Indexes are unmanaged, do not incur management fees, costs and expenses, and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The NAHB/Wells Fargo Housing Market Index (HMI) is designed to gauge and track the pulse of the single-family housing market. https://www.nahb.org/news-and-economics/housing-economics/indices/housing-market-index(0924-SFF0)

The Federal Reserve Just SHIFTED Their Policy On Interest Rate Cuts! What does that mean for the Housing Market? Logan Mohtashami, an economist with Housingwire, discusses the dynamics of the housing market, including the impact of mortgage rates and the Federal Reserve's policy. He explains the concept of real rates and the Fed's rate cuts. Logan also shares his forecast for mortgage rates in 2024 and beyond, along with the potential impact on mortgage applications and sales. He addresses the challenges in increasing housing inventory and debunks housing crash predictions. Finally, he provides advice for homebuyers in a competitive market and highlights resources for further information to help you become The Educated HomeBuyer. ✅ - Get connected with us or to a local expert in your market, http://www.theeducatedhomebuyer.com/expert

The US hiring fell short of forecasts in August after downward revisions to the prior two months. The data are likely to fuel speculation that the Federal Reserve will deploy a big rate cut in September. Bloomberg's Tom Keene and Paul Sweeney get analysis on the numbers from Renaissance Macro Research Head of US Economic Research Neil Dutta, New Century Advisors Chief Economist Claudia Sahm, Moody's Analytics Chief Economist Mark Zandi, and Bradesco BBI Head of Equity Strategy Ben Laidler.See omnystudio.com/listener for privacy information.

The conversation between Gold Newsletter's Brien Lundin and MSD's Trevor Hall discusses the current position of the gold market and explores the factors that could impact its future. The main themes include the potential for a sell-off or a misstep in the market, the role of central banks and Chinese demand, the impact of the Fed pivot, the prediction of a return to easier money policies, the role of gold as a hedge against depreciating fiat currencies, the influence of market events like Nvidia earnings, and the opportunities in the gold equities sector.

For the past several months I've been predicting that the Fed will need to pivot on their interest rate policy.  As recently as Thursday of last week I predicted that the Fed would have no choice but to drop interest rates based on labor market weakness. I also predicted that we would hear some meaningful update at the Jackson Hole conference in Chair Powell's remarks on Friday morning.  I don't have a crystal ball, although I expect to some that it might seem like I do. On Friday morning Chair Powell did indeed announce a major change in monetary policy. There were a few things that Chair Powell said in his remarks that were significant.  He declared a bit of a victory lap on the inflation fight, even though the disinflationary progress has been gradual over the past year.  The real story behind the Fed pivot is unemployment is rising sharply.  --------------- **Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)   iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)   Website: [www.victorjm.com](http://www.victorjm.com)   LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)   YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)   Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)   Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)  **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)   Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)   Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)  

Crypto Town Hall is a daily X Spaces hosted by Scott Melker, Ran Neuner & Mario Nawfal. Every day we discuss the latest news in crypto and bring the biggest names in the space to share their insight. ►►TRADING ALPHA READY TO TRADE LIKE THE PROS? THE BEST TRADERS IN CRYPTO ARE RELYING ON THESE INDICATORS TO MAKE TRADES. USE CODE ‘2MONTHSOFF' WHEN VISITING MY LINK. 

How well do you understand the gap between market expectations and the Federal Reserve's stance on interest rate cuts? Join us as we unpack the highly anticipated Jackson Hole keynote speech, examining its implications for interest rate expectations and potential recession indicators. We'll break down the significant discrepancy between what the market is predicting and what the Fed is signaling, and explore the possible outcomes if either side is wrong. With insights into market fluctuations and key technical indicators like the 50-day and 200-day moving averages, you'll gain the knowledge needed to navigate these turbulent times effectively.In this episode, we also discuss the market's recent wobbles and delve into why yesterday's dramatic movements occurred. We examine the scenarios where the Fed might be forced to cut rates due to a recession and what happens if the anticipated rate cuts fall short. Stay informed and realistic about interest rate adjustments with our in-depth analysis, and make strategic decisions even in uncertainty. This is a must-listen for investors keen on staying ahead in today's volatile market environment.Support the Show.

Brien Lundin believes that we are in a historic moment in the gold market where the rules have completely changed. The Fed hasn't yet started cutting rates, yet gold has reached all-time-highs and he outlines the reasons why he thinks we are in a new era when it comes to precious metals. Brien points out that when the Fed does pivot, the result on the gold price could be explosive. Dolly Varden Silver (TSXV: DV | OTC: DOLLF)https://dollyvardensilver.com Disclaimer: Commodity Culture was compensated by Dolly Varden Silver for promotion. Jesse Day is not a shareholder of Dolly Varden Silver. Nothing contained in this promotion is to be construed as investment advice, do your own due diligence. Gold Newsletter: https://goldnewsletter.comNew Orleans Investment Conference: https://neworleansconference.com Follow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Our Fed cut checklist has been valuable tool for gauging this Fed's patient policy. For the last two years, only one of our four conditions was met. Now, others are falling in line. Lauren Goodwin and Julia Hermann discuss how recent data may finally bring a Fed pivot – and what that means for investors.  

What drove the Fed to change their tune? In the most recent testimony in front of a congressional committee, chair Powell spoke about getting closer to their stated 2% target. But clearly the numbers are still elevated. The restrictive monetary policy is serving to bring demand and supply into better balance and to put downward pressure on inflation.  He said that moving too soon or too much could stall or even reverse the progress we have seen against inflation.  In spite of this, Chair Powell said that there is a risk of reducing policy restrain too late or too little could unduly weaken economic activity and employment. For now they're going to continue to monitor the data on a meeting by meeting basis and make decisions on a meeting by meeting basis.  So why did the Fed change their stance? This is a very different posture from what we have heard over the past two years.  This is one of those questions that seems to be eluding the mainstream media.  -------------- **Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)   iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)   Website: [www.victorjm.com](http://www.victorjm.com)   LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)   YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)   Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)   Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)  **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)   Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)   Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)  

What if the economic landscape could change overnight? This week, we tackle the complexities of Fed week and Apple's monumental announcement, dissecting JP Morgan's recent cautionary note about potential Fed actions and the unexpected pivot in rate cut expectations. We'll demystify how robust job numbers can reshape future rate cuts and uncover the gaps between market anticipations and the Fed's projections. Expect a deep dive into the broader economic outlook and its ripple effects on tech stocks, rounded out with a candid look at my own trading tactics, featuring recent successful trades and a sneak peek into my live trading and portfolio management techniques.We also break down the current market pulse, predicting a range-bound stability despite potential curveballs from Apple or the Fed. Learn how to capitalize on this stability through a strategic trading approach designed to maximize profits within defined zones. By engaging in our live trading session, you'll gain hands-on experience in applying these strategies. Additionally, we'll cover pre-market movements, including Nvidia's slight dip and other notable shifts in stocks like Walmart, Tesla, and AMD. Join us for an in-depth training session on Tuesday evening to master these systems and rules, and better navigate this ever-changing market environment.Support the Show.

*NEW ITEM!* Purchase my newest book! "15 Conversations with Real Estate Millionaires" https://amzn.to/3CGOWOU

Prepare to be blown away as we uncover the chilling reality behind a massive government data scandal. This isn't just your average bureaucratic blunder—we're talking about an orchestrated deception with unemployment figures that's shaking the very foundations of investor confidence. As you navigate through the murky waters of this revelation, I'll equip you with a potent weapon in your investment arsenal: a free NASDAQ stock analysis tool that's your key to unlocking the true potential of gross profit margins, long-term earnings growth, and PE ratios. And just when you thought the plot couldn't thicken, we delve into the stark contrast between the doctored data and the flood of WARN notices signaling a job cut tsunami in 2024. You'll want to strap in for this financial rollercoaster as we piece together the puzzle of fabricated employment figures in an election year—a move that could drastically alter your economic perspective.The stakes are high and the risks are real when it comes to margin debt in stock investments—a lesson history has taught us time and again. I dissect the treacherous tightrope walk that is borrowing to buy stocks, drawing haunting parallels to the financial crashes that rocked the turn of the millennium, the Great Recession, and the turbulence of 2019. But fear not—there is a beacon of hope in the chaos. I'll show you how adopting a conservative stance could not only shield you from the storm but position you to capitalize on market downturns, snatching up shares at bargain prices. As whispers of changing interest rates stir the winds of change, we discuss the budding potential for a cash deluge into equities, hinting at a future where money markets and bonds could pour their fortunes back into the stock market. This episode is a must-listen for any investor looking to safeguard their nest egg and prosper amidst the unpredictability of financial markets.Support the show

Learn more about the guys: J Scott: https://linktr.ee/jscottinvestor Mauricio Rauld: https://www.youtube.com/channel/UCnPedp0WHxpIUWLTVhNN2kQ AJ Osborne:  https://www.ajosborne.com/ Kyle Wilson:  https://www.bardowninvestments.com/

The FED just signaled that Interert Rate Cuts Aren't Coming Anytime Soon! Should you BUY NOW or WAIT for Lower Mortgage Rates? What does these mean for house prices? When will housing affordability improve? In this live episode, we are going to discuss the latest regarding inflation, the Federal Reserve, as well the latest employment and economic data while helping you understand how that affects you as a buyer or seller in the 2024 housing market. Tonight's Slides - https://docs.google.com/presentation/d/13yFjQTtkeFP7BDuBSPqA-QVMMEssk3swx8tESZaNbeI/edit?usp=sharing ✅ - Want to get connected with us or to a local expert in your market, please reach out at http://www.theeducatedhomebuyer.com/expert Connect with Jeb

In this week's episode of The TreppWire Podcast, we are joined by two market experts, Danielle DiMartino Booth, CEO & Chief Strategist at Quill Intelligence, and Dan McNamara, Founder & CIO of Polpo Capital. After a week full of headlines, we discuss the 'cold water' that seems to have been thrown on the recent resilience and soft-landing narrative. Join us as we talk layoffs and what the jobs numbers really mean, CMBS issuance, increasing recession fears, maturity walls, and faltering CRE fundamentals. Tune in now. Episode Notes: - Breaking down the week's news (0:47) - Inflation numbers and hotels; layoffs and jobs (7:02) - Office impairment 2.0 (10:07) - CMBS rally? (18:40) - Corporate debt maturities (23:00) - Hotel maturities (29:56) - Quantitative tightening and liquidity risks (33:35) - Where to put capital to work? (36:54) - Dallas office vacancies (37:53) - "Silver lining" for 2024 (44:53) Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHG Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp Facebook: www.facebook.com/TreppLLC

Even with inflation and the jobs market both running hot, many investors are convinced of an imminent cut in interest rates. Lauren Goodwin and Julia Hermann discuss how the Fed's shift in tone has contributed to this renewed investor debate. 

Today's interview is sponsored by Public. You can go to Public.com, purchase Treasury bills in seconds, and you may be able to earn some of the highest yields we've seen since the year 2000. Go to https://public.com/forwardguidance to get started. -- On today's episode, Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, and George Goncalves Head of US Macro Strategy at MUFG for a discussion on what to expect from the Fed, economy & markets in 2024. Will the Fed be able to avoid a recession as markets price in a soft landing? To hear all this & more, you'll have to tune in! -- This podcast is sponsored by Public. Rate discussed is gross of fees. All investing involves risk of loss and past performance is not indicative of future results. Treasuries on Public are available to US members only. Brokerage Accounts for treasury securities are offered by Jiko Securities, Inc. (“JSI”) member FINRA and SIPC. Securities investments: Not FDIC Insured; No Bank Guarantee; May Lose Value. Banking services and the Bank Account are provided by Jiko Bank, a division of Mid-Central National Bank. Full disclosures can be found at https://public.com/forwardguidance. -- Follow Danielle on Twitter: https://twitter.com/DiMartinoBooth Follow George on Twitter: https://twitter.com/bondstrategist Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ __ Use code FG10 to get 10% off Blockworks' Digital Asset Summit in March: https://blockworks.co/event/digital-asset-summit-2024-london -- Timestamps: (00:00) Introduction (00:38) What To Expect In 2024 (07:52) Fed Rate Cuts In 2024 (14:35) What Caused The Powell Pivot? (28:38) Will The Fiscal Support End In 2024? (42:55) Recession vs The Soft Landing (50:23) Heading For A Credit Event (54:39) Positioning Into 2024 (57:32) Quantitative Tightening -- Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

On this episode, we talk macro economy and the chances of potentially seeing a Bitcoin ETF approval before the end of this year.Guest: Dr. Jeff Ross - MD, MBA Founder - Managing Director VailshireVailshire Capital website ➜ https://bit.ly/JeffRossVailshire00:00 Intro00:53 Fed Pivot?04:44 Biden Bailout06:42 Buy now pay later09:32 Stimulus incoming?10:15 ETF predictions12:53 Price impact if we get an ETF15:05 What type of investor want an ETF?17:44 When could we break all-time high?20:06 Outro#crypto #bitcoin #ethereum~Bitcoin ETF Before End of Year? w/ Dr. Jeff Ross~⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺Visit www.paulbarronnetwork.com for more podcasts like this.Follow on X: paulbarrontv and paulbarron for more insights.Become a Diamond Circle Member FREE! ➜ https://bit.ly/PBDiamondCircleSubscribe on YouTube ✅ https://bit.ly/PBNYoutubeSubscribeFacebook

On this episode of “On The Tape,” Dan Nathan and Guy Adami sit down with Mike Novogratz, CEO of Galaxy Investment Partners, for a conversation about the macro environment, Fed and bitcoin.  Key Insights from the Pod: What's changed in the markets (1:45) Debt to GDP (4:15)  China/Taiwan (6:00) Inflation (9:40) Interest rates (14:35) Currencies/Gold/Bitcoin (20:00) Reasons to be bullish Bitcoin right now (28:30) The potential Bitcoin ETF (37:00) Regulation (37:45) — About the Show: On The Tape is a weekly podcast with CNBC Fast Money's Guy Adami, Dan Nathan and Danny Moses. They're offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here Learn more about Ro body: ro.co/tape See what adding futures can do for you at cmegroup.com/onthetape. — Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We're on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

We've got the results of the final 2-year note auction of the year and the one key data point our market guest says will finally trigger the Fed pivot. Plus, a pair of big biotech buyouts today, including one pharma giant striking its second multibillion-dollar deal in less than a week. We'll look at whether more M&A is on the way. And with tech stocks on track to post their best year since the turn of the century, can they avoid a sharp correction after their massive run? We'll debate.

Carolyn Sissoko, senior lecturer at University of the West of England, joins Forward Guidance alongside Joseph Wang, CIO of Monetary Macro and author at FedGuy.com, to discuss the Federal Reserve's public acknowledgement that it may cut interest rates in 2024, the collateral supply effect, and the merging of of credit allocation facilities and money markets. Filmed on December 19, 2023.  Today's interview is brought to you by Sustainable Bitcoin Protocol, an environmental solution for bitcoin. Interested parties can find out more at https://bit.ly/46gFlgr __ Follow Carolyn Sissoko on Twitter https://twitter.com/csissoko Follow Joseph Wang on Twitter https://twitter.com/FedGuy12 Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ Joseph's latest, “Independent Tracks”: https://fedguy.com/independent-tracks/ Professor Sissoko's publications: https://people.uwe.ac.uk/Person/CarolynSissoko __ Use code FG20 to get 20% off Blockworks' Digital Asset Summit in March: https://blockworks.co/event/digital-asset-summit-2024-london __ Timestamps: (00:00) Introduction (00:51) Joseph's Take On The Fed's December FOMC Meeting (09:25) Does Zero Interest Rate Policy Cause Malinvestment And Misallocation of Credit? (15:02) The Rise of "Too Big To Fail" (24:32) Line Separating Bank Lending And Money Markets Has Been "Almost Completely Obliterated" (38:25) Central Bank Digital Currencies (CBDCs) and Stablecoins (40:48) Joseph On Why Fed Quantitative Tightening (QT) Could Continue Even As It Cuts Rates (45:20) Joseph's Views On Bonds (01:02:03) The Collateral Effect (01:17:04) CLOs and Private Equity __ Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. 

Stock and bond markets are abuzz this week over Chairman Jay Powell's hints of a "Fed Pivot" in interest rate policy. Mark Thornton explains why this optimism is badly misplaced. Be sure to follow Minor Issues at Mises.org/MinorIssues. Get your free copy of Murray Rothbard's Anatomy of the State at Mises.org/IssuesFree.

Stock and bond markets are abuzz this week over Chairman Jay Powell's hints of a "Fed Pivot" in interest rate policy. Mark Thornton explains why this optimism is badly misplaced. Be sure to follow Minor Issues at https://Mises.org/MinorIssues. Get your free copy of Murray Rothbard's Anatomy of the State at https://Mises.org/IssuesFree.

Stock and bond markets are abuzz this week over Chairman Jay Powell's hints of a "Fed Pivot" in interest rate policy. Mark Thornton explains why this optimism is badly misplaced. Be sure to follow Minor Issues at Mises.org/MinorIssues. Get your free copy of Murray Rothbard's Anatomy of the State at Mises.org/IssuesFree.

Stock and bond markets are abuzz this week over Chairman Jay Powell's hints of a "Fed Pivot" in interest rate policy. Mark Thornton explains why this optimism is badly misplaced. Be sure to follow Minor Issues at Mises.org/MinorIssues. Get your free copy of Murray Rothbard's Anatomy of the State at Mises.org/IssuesFree.

On yesterday's show I speculated on some of the reasons why the Fed might have pivoted. These reasons all sounded pretty plausible. Then I listened to an interview with Chicago Fed President Austan Goolsbee, who was on the Fed's rate-setting committee this year. He spoke with the WSJ's Take On the Week podcast host to discuss why “all things are on the table” when it comes to interest rates, including potential rate hikes, and why he thinks there is still a risk of recession. Plus: what's keeping him up at night, and why he says it may be time for the Fed to shift its focus from inflation to the slowing U.S. labor market. Naturally, Austan Goolsbee was careful not to make any predictions. But he did provide some meaningful insights as to why the change of heart at the Fed. He was asked about the spectrum of opinions across the members of the Fed. While all of the FOMC board members and all of the regional bank presidents have a voice at the table,  not all members have a vote. There is a rotating voting structure where each board member serves a term on the rate setting committee.  In retrospect, I totally missed what was an obvious reason for the change.  The Fed is well known for relying on the so-called Phillips curve as one of the core financial models when it comes to understanding the economy. 

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In the latest LPL Market Signals podcast, the LPL Research strategists discuss the market reaction to the Fed's pivot, try to decipher the messages from the commodities markets, and assess geopolitical risks in 2024. Tracking # 518311

Beliefs the Fed is pivoting from tighter monetary policy to potential interest rate cuts in 2024 continued to enthuse investors.Important DisclosuresInformation on this site is for general informational purposes only and should not be considered individualized recommendations or personalized investment advice. The type of securities and investment strategies mentioned may not be suitable for everyone. Each investor needs to review a security transaction for his or her own particular situation. All expressions of opinion are subject to change without notice in reaction to shifting market, economic and geo-political conditions.Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.All corporate names are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Investing involves risk, including loss of principal.Past performance is no guarantee of future results.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries.Google Podcasts and the Google Podcasts logo are trademarks of Google LLC.Spotify and the Spotify logo are registered trademarks of Spotify AB.

Episode 438:  Fed isn't planning to hit 2% inflation target until end of 2026.  Fed rate cuts in 2024 would keep the yield curve inverted. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ------------------------------------------------------

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Bankless Weekly Rollup 2nd Week of December 2023 -----

The Fed Pivot has Investors expecting a March Rate Cut, The fight against Skin Cancer by Merck Moderna, Tony Mendes from The Real Estate Report and Bay Area LoanSource discusses new Products for Home Buying

Investors continued to Celebrate a Dovish Shift by the Federal Reserve that helped propel the Dow to a new all time Closing High, Even Global markets are caught up in a Wild Rally, The Federal Reserve signaled that there may be Multiple Interest Rate Cuts next year

We connect with Rob Sinn for much some much needed market commentary after yesterday's FOMC announcement. The Fed says they are done hiking and will be looking to cut rates in 2024. We chat about the discrepancies between Fed expectations and market expectations. But gold and gold equities moves yesterday following the announcement were astonishing. Is it time for the juniors to follow suit?

Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik recaps yesterday's FOMC meeting and discusses incoming rate cuts. He starts with an explainer of Treasury supply and the difference between gross and net issuance, continues with a full breakdown of Jerome Powell's press conference and the admission that rate cuts are around the corner, and concludes with the enormous news for bitcoin accounting standards. New YouTube videos M/W/F — New Substack posts T/R/S The Bitcoin Layer is brought to you by River. Visit https://river.com and start buying today, or visit https://river.com/TBL for $5 free when you sign up and buy $100 in Bitcoin. Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.com Follow TBL on Twitter: https://twitter.com/TheBitcoinLayer Follow TBL on LinkedIn: https://linkedin.com/company/TheBitco... Follow TBL on Instagram: https://instagram.com/TheBitcoinLayer Follow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayer Subscribe to The Bitcoin Layer on your favorite podcast platform. Subscribe and turn on notifications for TBL on YouTube. Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch Sign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistory Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Research Associate Joe Consorti's Twitter: https://twitter.com/JoeConsorti Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball Block Height 821187 #TheBitcoinLayer #NikBhatia #JoeConsorti #BitcoinBullmarket #BitcoinBearMarket #Gross #Net #Treasuries #Glassnode #Recession #Recessions #TreasuryBills #HousingMarket #EconomicCycle #FederalReserve #USHousingMarkets #Global #GlobalRecession #CentralBanks #Banks #Economy #InterestRates #Inflation #Stocks #StockMarket #Yields #USGoverment #Bonds #BondMarket #Volatility #TradingView #Trading #Charts #Debt #Statistic #Rates #Interest #Expense #Treasury #Global #LiquidityIndex #Risk #Asset #Bitcoin #USD #FED #Dollar #Sats #Gold #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #Macro The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise

Steven McClurg is a Co-Founder of Valkyrie Investments. In this interview, we discuss the North American Bitcoin Summit, speculation about SEC approval of Bitcoin ETFs, and the potential advantages of having the first approved ETF. The conversation also covers the US government's debt and its effect on the economy, the concept of inflation and its potential impact, the influence of BlackRock and state involvement in Bitcoin, and future Bitcoin adoption. - - - - One of the hot topics at the North American Bitcoin Summit was the speculation surrounding the approval of Bitcoin ETFs by the SEC. I was fortunate to be able to have a new interview with Valkyrie Investments CIO Steven McClurg, who provided insight into the SEC's decision-making process, how the SEC will likely batch the approval of ETFs, the role of BlackRock in changing the SEC's stance, and the impact of the speculation on Bitcoin's price. Our conversation moved on to cover the US government's debt and its impact on the economy. The elephant in the room is the increasing pressure debt servicing applies to the US government finances, particularly in the wake of interest rate rises. Steve focused on the concern that the government seems to have little political incentives to solve the debt problem, as politicians are focused on getting reelected rather than addressing long-term issues. We discussed the compounding effect of inflation, and how even a small increase in inflation can have significant consequences over time. The rising costs of groceries, fuel, and housing, are materially affecting people's ability to invest and save. Whilst we are veterans of believing Bitcoin provides financial protection, it seems like prominent financiers such as Larry Fink, BlackRock's CEO, are also considering Bitcoin as a solution to the current economic situation. The podcast concluded with a discussion on the potential for government investment in Bitcoin. We speculated on the amount of Bitcoin owned by El Salvador and its potential value. We touched on the seizure of Bitcoin by US police and how the government has dealt with these seizures. Finally, Steve and I talked about whether other countries are likely to be acquiring Bitcoin. It may be very soon that all countries realise that they don't have enough! - Show notes: https://www.whatbitcoindid.com/podcast/macro-fed-pivot-bitcoin This episode's sponsors: Iris Energy - Bitcoin Mining. Done Sustainably Bitcasino - The Future of Gaming is here Ledger - State of the art Bitcoin hardware wallet Wasabi Wallet - Privacy by default Unchained - Secure your bitcoin with confidence OrangePillApp - Stack Friends Who Stack Sats

“I see us going to $100,000 by the end of next year, easy…and that's ignoring a Bitcoin spot ETF; that is a complete game changer.”— Steve McClurgSteven McClurg is a Co-Founder of Valkyrie Investments. In this interview, we discuss the North American Bitcoin Summit, speculation about SEC approval of Bitcoin ETFs, and the potential advantages of having the first approved ETF. The conversation also covers the US government's debt and its effect on the economy, the concept of inflation and its potential impact, the influence of BlackRock and state involvement in Bitcoin, and future Bitcoin adoption. - - - - One of the hot topics at the North American Bitcoin Summit was the speculation surrounding the approval of Bitcoin ETFs by the SEC. I was fortunate to be able to have a new interview with Valkyrie Investments CIO Steven McClurg, who provided insight into the SEC's decision-making process, how the SEC will likely batch the approval of ETFs, the role of BlackRock in changing the SEC's stance, and the impact of the speculation on Bitcoin's price.Our conversation moved on to cover the US government's debt and its impact on the economy. The elephant in the room is the increasing pressure debt servicing applies to the US government finances, particularly in the wake of interest rate rises. Steve focused on the concern that the government seems to have little political incentives to solve the debt problem, as politicians are focused on getting reelected rather than addressing long-term issues.We discussed the compounding effect of inflation, and how even a small increase in inflation can have significant consequences over time. The rising costs of groceries, fuel, and housing, are materially affecting people's ability to invest and save. Whilst we are veterans of believing Bitcoin provides financial protection, it seems like prominent financiers such as Larry Fink, BlackRock's CEO, are also considering Bitcoin as a solution to the current economic situation.The podcast concluded with a discussion on the potential for government investment in Bitcoin. We speculated on the amount of Bitcoin owned by El Salvador and its potential value. We touched on the seizure of Bitcoin by US police and how the government has dealt with these seizures. Finally, Steve and I talked about whether other countries are likely to be acquiring Bitcoin. It may be very soon that all countries realise that they don't have enough! - - - - This episode's sponsors:Iris Energy - Bitcoin Mining. Done Sustainably Bitcasino - The Future of Gaming is hereLedger - State of the art Bitcoin hardware walletWasabi Wallet - Privacy by defaultUnchained - Secure your bitcoin with confidenceOrange Pill App - Stack friends who stack sats-----WBD738 - Show Notes-----If you enjoy The What Bitcoin Did Podcast you can help support the show by doing the following:Become a Patron and get access to shows early or help contributeMake a tip:Bitcoin: 3FiC6w7eb3dkcaNHMAnj39ANTAkv8Ufi2SQR Codes: BitcoinIf you do send a tip then please email me so that I can say thank youSubscribe on iTunes | Spotify | Stitcher | SoundCloud | YouTube | Deezer | TuneIn | RSS FeedLeave a review on iTunesShare the show and episodes with your friends and familySubscribe to the newsletter on my websiteFollow me on Twitter Personal | Twitter Podcast | Instagram | Medium | YouTubeIf you are interested in sponsoring the show, you can read more about that here or please feel free to drop me an email to discuss options.

The USD continues to weaken with the market betting on a Fed pivot as inflation cooled more than expected last week and more indicators are suggesting the US economy is slowing down. We also cover FOMC Minutes, initial jobless claims, and Black Friday. In Europe, this week is going to be a key test of the turnaround narrative with fresh PMI figures and IFO survey, while we also keeping an eye on UK budget and Riksbank. Finally, in Asia FX traders should have a focus on RBA Minutes and the stabilisation/strengthening of the Chinese Yuan, with Charu Chanana and Peter Garnry. Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here. Click here to open an account with Saxo

· Live podcast and audience Q&A.Get an extra 3 months. https://expressvpn.com/goldSign up for a $1/month trial period at https://shopify.com/goldJoin my Locals community to get The Peter Schiff Show ad-free and a day early! Plus get access to special live reports and Q&As. Visit https://schiffradio.com/premium to become a member.Invest like me: https://schiffradio.com/investRATE AND REVIEW on Facebook: https://www.facebook.com/PeterSchiff/reviews/SIGN UP FOR MY FREE NEWSLETTER: https://www.europac.com/Schiff Gold News: http://www.SchiffGold.com/newsBuy my newest book at http://www.tinyurl.com/RealCrashFollow me on Facebook: http://www.Facebook.com/PeterSchiffFollow me on Twitter: http://www.Twitter.com/PeterSchiffFollow me on Instagram: https://Instagram.com/PeterSchiffAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy