Podcasts about fed policy

Brian Szytel recaps a Wednesday session that began with a recovery bounce led by technology as interest rates and WTI fell, but the rally fizzled and selling in tech resumed while value names held up better. He says markets are digesting valuation pressure with stocks trading around 22–23x earnings and uncertainty around the Strait of Hormuz and U.S.-Iran negotiations, which could affect oil prices. He highlights the 2s/10s spread flattening from about 80 bps earlier in the year to about 26 bps, suggesting slowing growth and potential Fed policy risk as inflation remains a concern; markets imply a high chance of at least one rate hike by year-end. The key data point was weak May new home sales (580k vs 640k expected) and elevated unsold new-home inventory at 9.4 months amid high mortgage rates. 00:00 Market Bounce Fizzles 00:44 Valuations and Oil Risk 01:35 Yield Curve Warning Signs 02:00 Fed Policy and Rate Hike Odds 03:15 Listener Question on Spreads 04:03 Housing Data Miss 05:11 Wrap Up and Sign Off Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Arlan Suderman of Stone X is our guest. We kick things off with talk that China may buy more soybeans and what that country's commitments are and how skeptical we may be. Then we dig into the Iran peace deal and what we know and don't know. Finally, we talk about the new Federal Reserve chair and why Kevin Warsh may fade into the background and what that means for markets.

Last Wednesday's CPI report, while not a surprise, still showed a year-over-year inflation rate of 4.2% - higher than in any month since April, 2023. For investors, this raises a number of questions. First, is this the peak for U.S. inflation and, if it is, how fast will inflation fall from here? Second, are we looking at the right inflation rate, anyway, given differences between CPI and PCE deflators, headline and core measures and the new Fed Chairman's preference for trimmed mean and median readings?

Liz Ann Sonders and Collin Martin discuss the recent wave of IPO hype and the surge in investor interest driven by high-profile listings and large valuation headlines. They explain why headline market caps can be misleading, emphasizing the importance of float-adjusted valuations and how much stock is actually available to public investors. Despite attention-grabbing figures, the impact of these IPOs on major indexes like the S&P 500® may be smaller than many assume. Liz Ann and Collin discuss how potential changes to index inclusion rules, including shorter eligibility timelines and flexibility around profitability requirements, could alter how quickly newly public companies enter major benchmarks. In addition, they highlight structural dynamics such as lockup expirations and the gradual increase in share float over time, which can influence trading behavior well after the initial offering. Behavioral factors also play a central role in the discussion. Liz Ann revisits the risks of speculative investing, noting how FOMO and a "casino-like" market environment can lead investors to chase IPO hype rather than consider long-term portfolio fit. They stress the importance of discipline and context when evaluating new investment opportunities. The conversation then shifts to the broader macro backdrop, including the Federal Reserve's policy outlook and recent movements in the bond market. Collin outlines the Fed's likely wait-and-see approach amid rising inflation, noting that while the balance of risks has shifted, a single rate move may not signal a broader trend. They also discuss the potential impact of Fed decisions on long-term yields and overall market stability. Finally, Liz Ann and Collin preview upcoming economic data releases, including inflation reports, labor market indicators, and sentiment surveys, and discuss what they'll be watching in the week ahead. 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 Disclosures This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions. All expressions of opinion are subject to change without notice in reaction to shifting market, economic or 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. Past performance is no guarantee of future results. Investing involves risk, including loss of principal. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy. Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. Lower rated securities are subject to greater credit risk, default risk, and liquidity risk. All names and market data shown are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data. The policy analysis provided by Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party. 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 (0626-THZL)   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Neil Dutta is Head of Economic Research at Renaissance Macro Research (renMac). He leads their macroeconomic research efforts, with an emphasis on analysing the US economy, the Federal Reserve, global trends, and cross-market investment themes. He is considered a market economist, looking at the economic data and trying to highlight the risks to the consensus as he sees them.  Prior to RenMac, Neil spent seven years at Bank of America-Merrill Lynch. There, he was a Senior Economist covering both the United States and Canada. In this podcast, we discuss: Neil's Wall Street "Origin Story" The Four Pillars of Economic Analysis The Real Income Squeeze AI, RSUs, and State Tax Revenues Pervasive Optimism and Reflexivity Risk The Fed's "Path of Least Resistance" The Warsh Nomination and Forward Guidance Productivity Boom or Demand Story? AI's Wealth Effect Beyond Accounting The 2027 Fiscal Headwind Substack vs. Institutional Research

In this episode of The Wrap, Chris Whalen reveals bank incomes are up but the real story is the trading side of the house driving earnings, not lending, as deposits grow faster than assets forcing banks into trading operations. He warns private credit default rates have hit a record 6%, nearly 10 times worse than bank default rates, signaling the end of the credit cycle as non-banks now lead lending. Whalen predicts double-digit inflation remains likely, expects QE5 to come despite Warsh's denials since the Fed balance sheet must grow proportionally with federal debt, and argues Fed policy is losing efficacy against external war-driven inflation that raising rates won't fix. He discusses massive housing consolidation and M&A deals coming as mortgage lenders face crushing higher rates, details how private equity is rolling up every service provider imaginable (plumbers, electricians, dentists, oncologists) and "screwing them up terribly," warns TIPS aren't reflecting true inflation, and predicts major housing lender mergers between now and year end. Whalen maintains his thesis that the Fed doesn't control long-term rates and that shrinking the balance sheet would be more effective than raising the Fed funds rate, argues the AI momentum trade is crowded and silly, and expects no action from the Fed in June but potential rate hike language removal from statements. Thank you to our partners at Goldco. Get your free 2026 Gold & Silver Kit at https://goldco.com/thewrap or call 855-573-0817Links:    The Institutional Risk Analyst: https://www.theinstitutionalriskanalyst.com/  The Wrap: https://www.theinstitutionalriskanalyst.com/post/theira847Inflated book (2nd edition): https://www.barnesandnoble.com/w/inflated-r-christopher-whalen/1146303673Twitter/X: https://twitter.com/rcwhalen    Use the code TheWrap2026 for 25% off your first year of The Institutional Risk Analyst https://www.theinstitutionalriskanalyst.com/plans-pricingTimestamps:0:00 Introduction - Bank Income Up, Stocks Sideways01:00 Banks recap5:06 Private credit default rate record 6% - 10x worse than banks6:14 Who's most exposed to private credit losses?7:36 Reversal in low rate environment impact9:39 Kevin Warsh and Fed balance sheet strategy10:01 Double-digit inflation still likely?10:40 What were worst impacts of QE?11:00 Housing was the headline impact of QE12:43 Fed housing subsidy went outside their mandate12:51 Fed is progressive institution out of control13:49 We may be closer to QE5 than Bessent knows15:05 Fed balance sheet must grow with federal debt16:04 New leadership - what about Fed funds rate?16:18 Potential for cut or hike?18:06 Base case still stagflation?20:12 Private equity excess cash looking for yield22:10 Politics of housing affordability daunting23:35 Viewer questions - TIPS24:26 Municipal bond default risk 26:24 Why higher inflation won't drive down gold28:42 AI craziness - momentum market29:31 Trump wanted cuts but prospects disappearing29:54 June FOMC - don't expect action31:20 Fed balance sheet more important than Fed funds rate33:11 Next week - bank report Monday

George Papazov from TRADEPRO Academy joins Kyle for a wide-ranging conversation about trading, decision-making, market uncertainty, and the changes happening inside TradePro.George shares what's new at TradePro Academy, including the move away from Discord, the launch of a cleaner community platform on Circle, and a simplified one-price membership structure. He also talks about how the trading education space has changed, why traders often overload themselves with too much information, and why simplifying your process can make decision-making easier.Kyle and George also dig into order flow, the current market environment, the challenge of trading around geopolitical headlines, the role of AI in trading workflows, and the weird reality of trying to make decisions when every trade has an unknown outcome.And because it's George, the conversation also includes OnlyFans jokes, Florida iguanas, hockey, housing, Murphy's Law, and why saying “please” to AI might be a future-proofing strategy.Subscribe, share and join the trading conversations on Facebook, Twitter, LinkedIn and Discord!Chapters:00:00 — Cold Open & Introduction: Raining Iguanas02:01 — What's New at TRADEPRO Academy09:08 — Simplifying Trading & Avoiding Decision Fatigue15:22 — Trading Scars, Stops & Disqualifying Bad Trades20:05 — How George Trades Today: Portfolio Approach & Day Trading21:23 — Using Order Flow in a Headline-Driven Market25:04 — Bonds, Fed Policy, Housing & the Move to Florida33:52 — Florida Life and the Iguana Rain Story37:31 — AI in Trading, Automation & the Future of Intelligence45:28 — Where to Find TRADEPRO Academy & Closing ThoughtsSponsors and FriendsOur podcast is sponsored by Sue Maki at Fairway Independent Mortgage (MLS# 206048). Licensed in 38 states, if you need anything mortgage-related, reach out to her at SMaki@fairwaymc.com or give her a call at (520) 977-7904. Tell her 2 Bulls sent you to get the best rates available!If you are interested in signing up with TRADEPRO Academy, you can use our affiliate link here. We receive compensation for any purchases made when using this link, so it's a great way to support the show and learn at the same time! **Use code CHINASHOP15 to save 15%**To contact us, you can email us directly at bandoftraderspodcast@gmail.comCheck out our directory for other amazing interviews we've done in the past!If you like our show, please let us know by rating and subscribing on your platform of choice!If you like our show and hate social media, then please tell all your friends!If you have no friends and hate social media and you just want to give us money for advertising to help you find more friends, then you can donate to support the show here!George Papazov:George founded TradePro Academy in 2012 to inspire educate and empower at-home traders and investors. A self-made millionaire and entrepreneur, Papazov's self-published book Path to Profit: A Trader's Journal reached Amazon bestseller lists. With seven years of work for a major international bank, he is now an industry leader in trading currencies, stocks, options and futures. Papazov provides a daily Morning Market video update on YouTube, covering topics from OPEC and interest rates to stock updates and breaking market news. His popular video training tutorials include the TradingView Tutorial and How to Use Fibonacci Retracements.Follow George on TwitterFollow TRADEPRO on TwitterTRADEPRO YouTubeAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Federal Reserve Bank of St. Louis President Alberto Musalem says he thought the easing bias was no longer consistent with the balance of economic risks at the FOMC's last meeting. He speaks with Bloomberg's Stephanie Flanders at a central banking conference in Iceland.See omnystudio.com/listener for privacy information.

Geopolitics and a tentative ceasefire are reshaping risk premiums across energy and bonds. Ben Emons highlights easing conflict fears, while warning the Fed may shift to neutral as growth stays strong and inflation pressures persist.======== 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

James Czerniawski talks about the key takeaways from Walmart's (WMT) earnings after guidance came in softer than expected. However, he adds that they are doing well on the ecommerce side of their business and have a lot of opportunities to grow. James also covers how to navigate the current market environment and whether the Fed policy will change under Kevin Warsh's leadership. James Czerniawski talks about the key takeaways from Walmart's (WMT) earnings after guidance came in softer than expected. However, he adds that they are doing well on the ecommerce side of their business and have a lot of opportunities to grow. James also covers how to navigate the current market environment and whether the Fed policy will change under Kevin Warsh's leadership.

In this Friday Daily Editorial, I sit down with Marc Chandler, Managing Partner at Bannockburn Global Forex and Editor of the Marc to Market website, to recap this week's economic data, shifting monetary policy, and global market dynamics. Marc provides a comprehensive look at how the US economy continues to defy expectations and outpace international peers, while exploring what these structural shifts mean for global markets.  Key Discussion Points: The Resilience of the US Economy: A look at the surprising strength of the Flash PMI data for May, the underlying drivers behind the Atlanta Fed's 4.3% GDP nowcast, and how the massive CapEx boom in data centers is fueling these numbers. The K-Shaped Consumer Dilemma: An analysis of the clear disconnect between robust GDP growth and record-low consumer confidence. A New Era for the Federal Reserve: Thoughts on Kevin Warsh being sworn in as the new Federal Reserve Chairman, how his leadership signals a departure from the Bernanke-Yellen-Powell continuum, and why a rate hike is fast becoming the market's base-case scenario. Global Currency & Bond Market Shifts: An examination of the widening gap between the US Dollar and other major G10 currencies like the Euro and Sterling, alongside an explanation of the recent bond liquidations by foreign central banks. Gold's Technical Consolidation: A technical evaluation of gold's current trading range, its failure to hold key support levels, and what it will take to restore bullish confidence in the metal.   Click here to visit Marc's site - Marc To Market - https://www.marctomarket.com/   ------------------------- For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

Andreas Steno Larsen and Mikkel Rosenvold are back to break down why today's macro environment is starting to resemble 2021, from renewed concerns around the Hanta virus to rising input costs and supply chain pressures. Additionally, they assess the highly anticipated meeting between Donald Trump and Xi Jinping, and monitor the latest developments in peace talks for both Iran and Ukraine.

In this episode of Soar Financially, Clive Thompson, a retired Swiss wealth manager with 50 years of experience, reveals the real strategy behind a potential gold revaluation reset. Could the U.S. use a massive gold price reset to erase its debt?We explore the brewing battle between Trump and Powell, the Fed's next move, and why Jerome Powell's sudden exit could spark a gold and equity market boom. From Basel III and COMEX deliveries to Bretton Woods 3.0 and dollar devaluation, Clive connects the dots between central banks, debt relief, and gold manipulation.#Gold #Powell #debtcrisis

Marc Cox is joined by White House Deputy Press Secretary Kush Desai to highlight recent economic indicators the administration argues show continued strength, including low jobless claims, steady GDP growth, rising business investment, and wage gains. Desai emphasizes the administration's view that economic momentum remains strong despite what he describes as temporary disruptions tied to Iran and energy markets. The discussion shifts to President Trump's new retirement savings initiative aimed at expanding access to federal-style investment accounts for lower-income Americans, which Desai frames as a major wealth-building reform. Cox and Desai also address rising gas prices, interest rate policy under the Federal Reserve, and the administration's push for a new Fed chair to lower rates and stimulate investment. The segment closes with reaction to the Supreme Court's Voting Rights Act decision and its potential impact on redistricting and upcoming midterm elections. #KushDesai #WhiteHouse #TrumpEconomy #JoblessClaims #FederalReserve #InterestRates #VotingRightsAct #Redistricting #EconomicPolicy #Midterms

How will President Trump's nominee for the Federal Reserve, Kevin Warsh, shape monetary policy if confirmed as Fed chair? Goldman Sachs' Rob Kaplan, vice chairman and the former president of the Dallas Fed, shares views on Warsh's potential approach to monetary policy, balance sheet, and communications. This episode was recorded on April 27, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose. Each name of a third-party organization mentioned is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any ownership or license rights between any such company and Goldman Sachs. A transcript is provided for convenience and may differ from the original video or audio content. Goldman Sachs is not responsible for any errors in the transcript. This material should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs. Disclosures applicable to research with respect to issuers, if any, mentioned herein are available through your Goldman Sachs representative or at http://www.gs.com/research/hedge.html Goldman Sachs does not endorse any candidate or any political party. Copyright 2026. All rights reserved. Learn more about your ad choices. Visit megaphone.fm/adchoices

Taylor Riggs breaks down the economic fallout from escalating tensions in the Strait of Hormuz, explaining how disrupted shipping and potential blockades could pressure oil markets while ultimately hurting Iran more than the U.S. She points to futures pricing as evidence markets expect limited duration conflict, while noting continued strength in equities driven by earnings and AI investment. The discussion also shifts to Federal Reserve policy, where Riggs criticizes political grandstanding in Senate hearings and defends the Fed's mandate of inflation control and employment stability over political commentary. She also explains gas price behavior, highlighting how margin lag at the pump delays price relief for consumers even as wholesale oil prices move. Hashtags: #TaylorRiggs #OilMarkets #Iran #StraitOfHormuz #FederalReserve #Inflation #EnergyPrices #Economy #Markets #FoxBusiness

Make sense of a market that never seems to slow down as Wes Moss and Jeff Lloyd connect the dots between headlines, history, and investor behavior. This episode of the Money Matters Podcast puts market swings, S&P 500 highs, inflation, and Federal Reserve policy into a steady, long-term perspective. See how geopolitical tensions, election cycles, and nonstop news may stir stock market volatility, and compare the recent rebound, including an 11-day return to all-time highs and a wave of 2026 S&P 500 records, to patterns seen over decades. Understand what the VIX (Volatility Index) and shifting investor sentiment may signal, from moments of panic to the relief that has been associated with rebounds. Put everyday finances into context by looking at 2026 tax refunds, rising gas prices, and how households tend to adjust spending. Connect Federal Reserve policy, inflation targets, and potential Fed Chair nominee Kevin Warsh's diversified holdings across AI, fintech, biotech, private equity, and youth sports to the broader economic picture. Explore how private equity may be influencing areas like youth sports and how companies like Allbirds are pivoting toward artificial intelligence to keep up with changing trends. Looking for a calmer, more grounded way to think about today's markets? This episode is for you. Listen and subscribe to the Money Matters Podcast for more context-driven conversations each week.

The simple answer is "That's doubtful".

As tensions between the U.S. and Iran drive volatility in oil markets and raise fresh inflation concerns, Andreas Steno Larsen and Mikkel Rosenvold break down the implications for global growth, central bank policy, and risk assets.** We apologize for the less-than-optimal audio, Andreas was traveling and will be back in his normal setup next week **

Segment 1: Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins John Williams to talk about the uncertainty in the market, how he hasn’t seen any economic data that would mean a recession is looming, when he thinks we might fully recover from the war in Iran, if he thinks the Fed is making the right policy […]

Track how fast-moving headlines, economic signals, and everyday costs intersect in this episode of the Money Matters Podcast with Wes Moss and Jeff Lloyd. Connect market volatility, Federal Reserve policy considerations, and real-life spending trends to evaluate how they may influence financial planning over time. Key Topics Covered in This Episode • Analyze market volatility by connecting weather swings, breaking news, and geopolitical developments to investor sentiment. • Evaluate Federal Reserve policy alongside oil prices, inflation data, and stagflation risks. • Review inflation and consumer costs, including gasoline, groceries, and mortgage rates, to understand their relationship to household pressure and rate decisions. • Compare market uncertainty with prior tariff-driven volatility and examine how expectations may shape oil and equity market reactions. • Explore historical market trends to contextualize selloffs and conditions often associated with recoveries. • Examine March Madness economics, including bracket odds, workplace productivity loss, and behavioral decision-making. • Assess rising cost-of-living pressures and their role in a rising consumer stress indicator. • **Analyze lifestyle trends like **pickleball and their potential implications for healthcare-related costs. • **Recognize retirement planning **behaviors and how written retirement plans and long-term consistency may correlate with financial confidence and satisfaction. Why This Episode Matters Stay informed on the financial trends related to markets, inflation, spending, and retirement considerations in a changing environment. Listen and subscribe to the Money Matters Podcast for timely, data-informed perspectives designed to support more informed financial decision-making.

Steno Research founder and CEO Andreas Steno is back with his co-host Mikkel Rosenvold, to discuss the growing risks around the Strait of Hormuz and what disruptions could mean for oil prices and global markets. Plus, what it means for US-China relations if Trump decides to stay in Washington and and preview a pivotal week for central banks, including decisions from the Federal Reserve, European Central Bank, and Bank of Japan. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Steno Research founder and CEO Andreas Steno is back with his co-host Mikkel Rosenvold to discuss the growing risks in Iran and what oil supply disruptions could mean for global markets. Plus, they dissect the state of U.S.-China relations and preview a pivotal week for central banks around the world.

In this episode, we welcome back Marc Chandler, Managing Partner at Bannockburn Global Forex and Editor of the Marc to Market website. Marc joins us to unpack the heavy impact of current geopolitical tensions on global markets, specifically focusing on the escalating conflict in Iran. We dive deep into how war is currently the primary fundamental driving market behavior, overshadowing even major domestic data like US GDP revisions.  Key Discussion Points: The Energy Inflation Formula: For every 10% increase in the price of oil, the PCE deflator typically sees a 0.2% boost. We discuss the massive 54% spike in WTI contracts over the last month and what that means for your wallet at the pump. Central Bank Pivot or Pause: Before the conflict, markets were pricing in multiple Fed rate cuts; now, the odds of a cut before the midterms have vanished, with some even anticipating potential hikes. The Dollar as a Safety Net: Why the US Dollar remains a "safe haven" during global unrest, fueled by market positioning adjustments and the liquidation of higher-risk assets like Mexican bonds. The Myth of Stagflation: Marc challenges the current stagflation narrative by comparing today's energy dependency to the 1970s, suggesting that while growth is slowing, we aren't seeing a repeat of the double-digit misery of the past. Global Interest Rate Swings: A look at how the Eurozone and UK have shifted from expecting rate cuts to bracing for hikes as inflation expectations become unanchored.   Click here to visit Marc's site - Marc To Market - https://www.marctomarket.com/   ------------- For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

Send a textRyan Pineda hosts a debate between co-host Brian Davila and guest Michael Zuber as they clash over the best path to building wealth in 2026, covering real estate investing, entrepreneurship vs. W2 income, the housing market, AI's impact on jobs, and the balance between financial success and enjoying life.⁣⁣Connect with Michael:⁣https://www.instagram.com/onerentalatatime/⁣https://www.youtube.com/@OneRentalataTime ⁣__________⁣If you want to start your real estate investing business, we'll give you 1:1 coaching, seller leads, software, & everything you need. https://www.wealthyinvestor.com⁣⁣If you're a business owner who wants to get in peak physical shape, we can help! https://www.boardroom-athlete.com/apply⁣⁣Join our private mastermind for elite business leaders who golf. https://www.mastermind19.com⁣⁣Join free Bible studies and workshops for Christian business leaders. https://www.tentmakers.us⁣__________⁣CHAPTERS:⁣01:02 - Michael Zuber's 3-Step Formula for Building Wealth⁣09:27 - Living for Today vs. Sacrificing for 10+ Years⁣16:16 - Side Hustles, Hybrid Entrepreneurs, and Increasing Income⁣27:55 - Is It Easier to Get Rich as an Employee or Entrepreneur?⁣40:41 - The 2026 Real Estate Market Forecast and Fed Policy⁣57:14 - Why Housing Is America's Biggest Affordability Problem⁣01:03:52 - AI, Job Loss, and the Rise of Solo Entrepreneurs⁣01:24:30 - Does Money Actually Make You Happy?⁣01:27:30 - Living in the Moment vs. Planning the FutureLearn how to invest in real estate with the Cashflow 2.0 System! Your business in a box with 1:1 coaching, motivated seller leads, & softwares. https://www.wealthyinvestor.com/Want to work 1:1 with Ryan Pineda? Apply at ryanpineda.comJoin our FREE community, weekly calls, and bible studies for Christian entrepreneurs and business people. https://tentmakers.us/Want to grow your business and network with elite entrepreneurs on world-class golf courses? Apply now to join Mastermind19 – Ryan Pineda's private golf mastermind for high-level founders and dealmakers. www.mastermind19.com--- About Ryan Pineda: Ryan Pineda has been in the real estate industry since 2010 and has invested in over $100,000,000 of real estate. He has completed over 700 flips and wholesales, and he owns over 650 rental units. As an entrepreneur, he has founded seven different businesses that have generated 7-8 figures of revenue. Ryan has amassed over 2 million followers on social media and has generated over 1 billion views online. Starting as a minor league baseball player making less than $2,000 a month, Ryan is now worth over $100 million. He shares his experiences in building wealth and believes that anyone can change their life with real estate investing. ...

Markets are breaking down as geopolitical tensions rise and volatility spikes. Todd “Bubba” Horwitz joins Soar Financially to explain why equities could be headed for a major correction, why crude oil's rally may not last, and why gold and silver are simply consolidating before their next move higher.We discuss rising bond yields, Fed policy failures, dollar strength, inflation risks, and how investors should position during market panic. Bubba also reveals how he would allocate $1 million today.#Inflation #war #gold ---------------------Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver------------

Chicago Real Estate Market Update February 16th, 2026The February 2026 numbers are in, nd they tell a story that most headlines are completely missing.Is Chicago's Housing Market Freezing in 2026? Jobs Up, Rates Stuck & Buyers Feeling the PressureIn this episode of the People, Not Titles Market Trends Podcast, host Steve Kaempf and analyst Matt Lombardi break down the most important U.S. economic and real estate data released this month, including the surprising January 2026 jobs report, cooling inflation, and what these shifts could mean for Federal Reserve policy, mortgage rates, and housing affordability.At first glance, the economy looks stronger than expected:→ 130,000 new jobs added in January→ Unemployment fell to 4.3%→ Wage growth continues climbing→ Inflation cooled to 2.4% year-over-yearBut here's the real question…If the economy is stabilizing, why are existing home sales dropping?Why are Americans moving less than ever?And why is housing still feeling unaffordable to millions of buyers?This episode dives into the data behind what's happening — and what's coming next.

Ed Dowd joins us to break down slowing GDP, controversial jobs data, the AI investment bubble, and why bonds could outperform in a major risk-off environment.We discuss recession risks, private credit stress, sector rotation, and what investors may be missing as markets approach a critical turning point.#inflation #economy #gold ------------

Mike Armstrong and Marc Fandetti react to breaking news that the U.S. Supreme Court struck down the Trump administration's reciprocal tariffs in a 6–3 decision. The hosts examine what the ruling could mean for inflation, corporate earnings, trade negotiations, and the potential refunding of billions in collected tariff revenue.They also revisit the latest GDP data, debate how the Fed should respond to slowing growth alongside persistent inflation pressures, and discuss the growing divergence within market sectors as investors rotate away from last year's biggest winners.

In this daily editorial, we are joined by Marc Chandler, Managing Partner at Bannockburn Global Forex and Editor of the Marc to Market website. Marc provides a comprehensive analysis of a whirlwind week in the financial markets, headlined by a landmark legal shift in U.S. trade policy and a surprising cooling of the American economy. Key Discussion Points: Supreme Court Ruling on Tariffs: Analysis of the 6-3 vote overturning President Trump's use of emergency powers for reciprocal and fentanyl-related tariffs. Fiscal and Inflationary Impact: How the potential $170 billion in tariff refunds creates credit-negative pressure on U.S. interest rates and downward pressure on consumer prices. Q4 GDP Miss: Examining the 1.4% growth rate, well below the 3% forecast, and how the government shutdown distorted final sales and inventory data. Federal Reserve Outlook: Navigating the "fragmented" FOMC minutes and the market's pricing of 55 basis points in cuts by late 2026. Currency and Dollar Strength: Why the U.S. Dollar remains resilient in a "prolonged correction" despite weak economic data and geopolitical noise.   Click here to visit Marc's site - Marc To Market - https://www.marctomarket.com/   -------------------------- For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad's resource market commentary: https://excelsiorprosperity.substack.com/   Investment Disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.  

Gold dropped. Silver crashed. Peter Schiff says this is just a correction inside a much bigger bull market. We break down why $5,000 gold isn't the top, why silver volatility doesn't change the macro picture, and why miners could have major upside as debt, rate cuts, and dollar weakness accelerate the move higher.#gold #silver #investing ---------------------Thank you to our sponsor: Stllr GoldMake sure to pay them a visit: https://stllrgold.com/---------------------

19 Minutes PodcastJeremy and Greg McBride, Director of Brokerage for Allendale discussed market outlooks for agricultural commodities, focusing on corn, soybeans, wheat, and livestock markets. They explored the impact of potential new Federal Reserve leadership, weather conditions in key producing regions, and geopolitical tensions on commodity prices.

In this KE Report Daily Editorial (Friday, January 16), we're joined by Marc Chandler, Managing Partner at Bannockburn Global Forex and editor of the Marc to Market website. Marc breaks down the biggest macro drivers shaping markets early in 2026 - spanning U.S. policy uncertainty, central bank crosscurrents, global capital flows, and energy geopolitics. Key discussion points include: Supreme Court, Tariffs, and Market Risks - Marc outlines why investors are closely watching the Supreme Court's pending decision on tariffs tied to emergency powers, what different outcomes could mean for stocks and the U.S. dollar, and why tariffs are unlikely to disappear regardless of the ruling. Fed Policy, Inflation, and Economic Data - We discuss the disconnect between rising U.S. manufacturing output and declining manufacturing jobs, the role of automation, and how tariffs have influenced inflation. Marc also shares his outlook for the U.S. economy, interest rate cuts, and the significance of rising Treasury yields. Global Central Banks, FX, and Energy Markets - The conversation widens to global policy dynamics, including Japan's yen volatility, capital flows into U.S. assets, and why oil prices have remained relatively stable despite ongoing geopolitical tensions and shifting trade relationships.   Click here to visit Marc's site - Marc To Market - https://www.marctomarket.com/   -------------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

Market Update and Inflation Insights - January 13th In this episode of Dividend Cafe, Brian Szytel provides a market update, highlighting a 398-point drop in the DOW and smaller declines in the S&P and Nasdaq indices. The episode features an in-depth analysis of the latest Consumer Price Index (CPI) data, indicating modestly above-target inflation at 2.7% year over year, with core inflation at 2.6%. Brian discusses the Federal Reserve's modestly restrictive policy stance amid current inflation rates and anticipates further inflation trends. He also addresses the potential impact of the Trump administration's announcement of $200 billion in Fannie and Freddie mortgage bond buying, expressing skepticism about its long-term benefits. The episode concludes with an invitation for listener questions and provides insights into upcoming economic indicators. 00:00 Market Overview and Daily Performance 00:41 Inflation Update and CPI Read 02:35 Fed Policy and Interest Rates 04:11 Government Interventions and Housing Market 05:47 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

In this episode, Vinney Chopra leads a thoughtful mastermind discussion on where the economy may be heading and how investors can position themselves wisely. From real estate cycles and regional market differences to the unseen forces shaping employment and wealth, Vinney brings clarity to a noisy and uncertain landscape using grounded experience instead of speculation.   Key areas covered in the conversation include:  

In this episode, Liz Ann Sonders and Kathy Jones discuss the current state of the markets, focusing on the impact of global events, particularly military actions in Venezuela and how that might affect oil prices and the US economy. They delve into the bond market's response, the influence of retail traders, and the ongoing challenges in the US labor market. The discussion also covers the complexities of Venezuela's potential debt restructuring, the current implications of tariffs on the economy, and the importance of Fed policy and upcoming economic indicators.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 DisclosuresThis material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or 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.Past performance is no guarantee of future results.Investing involves risk, including loss of principal.Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.Currency trading is speculative, very volatile and not suitable for all investors.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.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The policy analysis provided by Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.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.(0126-VJ8P) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

(The Center Square) - Even though the U.S. Department of Housing and Urban Development (HUD) has temporarily withdrawn its recently announced policy changes that threaten deep cuts to "Housing First" programs, the founder of a Seattle-based community group is confident the changes are coming. Andrea Suarez, who founded We Heart Seattle more than five years ago, said there's “no need to wait” for federal action before the city alters its approach.Support this podcast: https://secure.anedot.com/franklin-news-foundation/ce052532-b1e4-41c4-945c-d7ce2f52c38a?source_code=xxxxxxRead more: https://www.thecentersquare.com/national/article_7fab62c3-3e16-437d-827e-1e7d4ca67666.html Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Fed Chair Powell just sent one of the clearest signals yet about where interest rates are headed and it could reshape mortgage rates in the 2026 housing market. In this episode, we break down the latest Fed policy, the dot plot, and why the market may be seeing something very different than the Fed itself. We'll explain what “neutral rates” really mean, how inflation and employment factor in, and what this all signals for homebuyers and homeowners over the next 12–24 months. If you're planning to buy, refinance, or wait, this is a conversation you can't afford to miss. Ready To Become A Homeowner? Start HereJoin Rate Watch – we'll watch rates for youEmail: info@theeducatedhomebuyer.comConnect with Us

Market Declines, Fed Policy, and Strategic Dividend Investing - Dividend Cafe Update In this episode of Dividend Cafe, Brian Szytel discusses the recent downturn in the stock market, particularly in AI-related stocks and cryptocurrencies. Financial volatility and credit default swaps in major names are highlighted. Szytel also reviews ongoing discussions about the next Federal Reserve chair and the implications of potential rate cuts and balance sheet actions. He provides insights on dividend investing strategy, emphasizing yield sustainability and growth. Upcoming economic data releases are previewed, including initial claims, November CPI, December Philly Fed manufacturing, consumer sentiment, and existing home sales. 00:00 Introduction and Market Overview 00:21 AI and Cryptocurrency Market Trends 01:12 Federal Reserve and Economic Policies 03:27 Impact of Rate Cuts and Economic Stimulus 05:04 Dividend Income Strategies 06:59 Upcoming Economic Data and Conclusion Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Steve talks turkey with Terry Sawchuk, founder of Sawchuk Wealth, who breaks down the current economic landscape and what it means for investors. He explains why the end of quantitative tightening and $40 billion in new bank liquidity should fuel a bullish start to 2026, while cautioning about short-term structural volatility tied to this week's options expiry. He discusses the growing risk of a market blow-off top and why sustained economic growth will be essential for the market to continue higher, emphasizing that rebuilding the economy and implementing reform is a long-term strategy requiring patience and careful planning. Visit SawchukWealth.com to learn more!

Legal Docket covers the Supreme Court cases on campaign-finance rules and limiting future speech, Moneybeat explains the Fed policy, and History Book highlights the “Millionaire Missionary.” Plus, the Monday morning newsSupport The World and Everything in It today at wng.org/donateAdditional support comes from Commuter Bible, the work-week audio Bible in four annual plans. On podcast apps and commuterbible.orgFrom Dordt University, where students are invited into God's story of restoration; to live, learn, and work together with joyful purpose in all of life - until all is made new.And from I Witness: The Long Shore:A cinematic audio drama that blends faith and history. iwitnesspod.com.

As The Bid takes a short break for the holidays, we're introducing listeners to Market Take, the weekly macro podcast from the BlackRock Investment Institute. Market Take offers fast, digestible insights on what's moving markets - and this week, the focus is squarely on the labor market.Senior Economist Nicholas Fawcett breaks down why softer U.S. labor data is reinforcing expectations for another potential Federal Reserve rate cut. With hiring and labor supply both cooling, policymakers are watching these trends closely as they navigate the balance between inflation control and economic resilience. Nicholas also explores how delayed jobs data complicates the Fed's visibility into the economy, what markets are pricing in ahead of the December meeting, and how fiscal dynamics in the UK are shaping long-term bond views.Whether you're tracking monetary policy, macro signals, or broader capital markets trends, this short episode offers a concise view of the forces shaping the economic backdrop.Key Insights· The U.S. labor market is softening, raising the likelihood of another Fed rate cut.· Payrolls show a “no hiring, no firing” pattern as labor demand and supply slow.· Delayed jobs data may create noise, but markets still expect a quarter-point cut.· Fiscal tightening in the UK influences gilt valuations and long-term yield dynamics.· Labor market trends, inflation, and rates continue to guide broader market sentimentlabor market, inflation, interest rates, Federal Reserve, capital markets, macro trends, market commentary, economic outlookThis content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to any company or investment strategy mentioned is for illustrative purposes only and not investment advice. In the UK and non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. For full disclosures, visit blackrock.com/corporate/compliance/bid-disclosures.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Welcome to the VRA Investing Podcast! In today's Tuesday episode, your host Kip Herriage breaks down the latest action in the markets and sets the stage for what's shaping up to be an extraordinary period for investors. From record highs in silver to a bullish outlook on gold and commodities, Kip Herriage dives into why “inflationary assets” should be on your radar and how true price discovery is reshaping the way we look at precious metals. Plus, get a sneak peek at upcoming conversations—including tonight's exclusive VRA member Zoom with Scott Berdahl, CEO of Snowline Gold, and a preview of Thursday's episode featuring Wayne Allyn Root discussing his headline-grabbing $100 million lawsuit against major tech and academic players.

Everyone's watching the latest rate cut, mortgage headlines, and Fed press conferences… but most investors are missing the real policy shift that could reshape the housing market.In this week's Not Your Average Insights, JWB Co-Founder Gregg Cohen and host Pablo Gonzalez break down why the end of Quantitative Tightening (QT) on December 1 may be the single most important signal for investors right now, even more influential than rate cuts or inflation updates.They'll unpack:- Why the Fed ending QT could push mortgage rates even lower and what that means for affordability, demand, and price movement- How the latest .25% Fed Funds rate cut fits into the bigger momentum shift toward a healthier housing market in 2026–2027- What 20 years of U.S. government intervention tells us about asset performance during similar policy reversals- Why real estate has historically outperformed under the same macro conditions we're seeing todayIf you've been trying to separate headline noise from actual long-term opportunity, this episode gives you the framework seasoned investors use: understand the policy, understand the incentives, and understand how capital flows when QT ends.Listen NOW!Chapters:00:00 Introduction to Quantitative Tightening01:34 Welcome to the Not Your Average Investor Show02:25 Exciting News About the Upcoming Summit08:01 Understanding Quantitative Easing and Tightening11:51 Impact of Fed Policies on Interest Rates19:01 Historical Context and Future Predictions28:15 Impact of Interest Rates on Home Prices28:30 Fed Policy and Future Interest Rates29:10 Investment Strategies Amid Interest Rate Changes31:17 In-Show Ad Read: Investing with JWB32:59 Q&A: Inflation and Money Supply35:06 Q&A: Fed's Balance Sheet and Inflation Control38:11 Q&A: Market Dynamics and Investment Opportunities43:16 Q&A: Real Estate Market Predictions51:30 Q&A: Affordable Housing and Rental Property Insights54:47 Conclusion and Upcoming Market UpdateStay connected to us! Join our real estate investor community LIVE: https://jwbrealestatecapital.com/nyai/Schedule a Turnkey strategy call: https://jwbrealestatecapital.com/turnkey/ *Get social with us:*Subscribe to our channel  @notyouraverageinvestor  Subscribe to  @JWBRealEstateCompanies  

Jeremy Siegel, Emeritus Professor of Finance at the Wharton School and Senior Economist at WisdomTree, analyzes the Federal Reserve's latest rate decisions, the evolving U.S. labor market amid AI-driven changes, and the global economic implications of renewed U.S.-China trade negotiations. Hosted on Acast. See acast.com/privacy for more information.

In this week's episode of the Coin Stories News Block powered exclusively by Ledn, we cover these major headlines related to Bitcoin, macroeconomics, and global finance: Bitcoin's Recent Price Volatility Explained - Is Another "Uptober" Ahead? Markets React as Government Shutdown Fears Rise Bloomberg: Tether Raising Up to $20B on $500B Valuation Will Stablecoins Help Run U.S. Deficits? U.K. Approves Mandatory Digital IDs for Workers OranjeBTC Launches Largest Bitcoin Treasury in Latin America Vanguard To Finally Approve Bitcoin ETFs? ---- The News Block is powered exclusively by Ledn – the global leader in Bitcoin-backed loans, issuing over $9 billion in loans since 2018, and they were the first to offer proof of reserves. With Ledn, you get custody loans, no credit checks, no monthly payments, and more. My followers get .25% off their first loan. Learn more at www.ledn.io/natalie  ---- Read every story in the News Block with visuals and charts! Join our mailing list and subscribe to our free Bitcoin newsletter: https://thenewsblock.substack.com  ---- References mentioned in the episode: Bitcoin's 90-day Volatility Hits 8-Year Low $300B in Long Positions Liquidated in Price Crash Who'll Lose When the Government Shuts Down? Fidelity Research on Bitcoin's Volatility Trump to Meet With Democrats to Avoid Shutdown CRFB Article on Government Shutdown President Trump's Post on Powell Getting Fired Tether's USAT Promotional Video Tether In talks to Raise at $500B Valuation Bessent Aims to Reduce Bank Capital Requirements Britain to Approve Mandatory Digital IDs for Workers Bessent Says Stablecoins Could Increase Treasury Demand Michael Shellenberger's Article on Digital IDs Vanguard Eyes Crypto ETFs on Platform Kamala Harris Calls out Ross Ulbricht Ross Ulbricht Responds to Kamala Harris OranjeBTC Launches as Largest BTC Holder in LATAM Michael Saylor's Speech on Treasury Companies ---- Upcoming Events: Bitcoin 2026 will be here before you know it. Get 10% off Early Bird passes using the code HODL: https://tickets.b.tc/event/bitcoin-2026?promoCodeTask=apply&promoCodeInput=  Your Bitcoin oasis awaits at Camp Nakamoto: A retreat for Bitcoiners, by Bitcoiners. Code HODL for discounted passes: https://massadoptionbtc.ticketspice.com/camp-nakamoto      ---- This podcast is for educational purposes and should not be construed as official investment advice. ---- VALUE FOR VALUE — SUPPORT NATALIE'S SHOWS Strike ID https://strike.me/coinstoriesnat/ Cash App $CoinStories #money #Bitcoin #investing

Jerome Powell's Jackson Hole speech marks a major pivot at the Federal Reserve. Peter Schiff explains how political pressure from the Trump administration has forced Powell's hand, why stagflation is now undeniable, and what this means for gold, the dollar, and the future of the U.S. economy.This episode is sponsored by NetSuite. Download the free ebook “Navigating Global Trade: 3 Insights for Leaders” at https://netsuite.com/goldIn this Sunday Night Live edition of The Peter Schiff Show, Peter compares Powell's capitulation to the “mind right” scene in Cool Hand Luke, warns about the Fed's coming return to QE, and exposes the dangerous precedent of the U.S. government seizing a 10% stake in Intel. Schiff lays out why gold, silver, and foreign stocks are outperforming, and why the next phase of the crisis will be even more severe.00:00 Introduction and Opening Remarks02:15 Powell's Jackson Hole Speech: A Sober Assessment06:48 Trump's Pressure and Powell's “Mind Right” Moment12:02 Comparing Trump and Biden Economies18:37 Stagflation Confirmed: Weak Growth, Stronger Inflation24:10 Fed Policy, Employment Risks, and Inflation Mandate29:44 The End of Inflation Averaging at 2%36:50 Rate Cuts, Quantitative Tightening, and QE Ahead44:15 Market Reactions: Stocks, Bonds, and the Dollar51:28 Gold and Silver Surge vs. Bitcoin's Underperformance58:44 Mining Stocks: GDX and GDXJ Leading 2025 Returns01:05:37 Foreign Stocks and the Great Rotation Out of U.S. Equities01:12:52 Intel's 10% Government Stake and Rising Corporatism01:20:46 Investment Strategy: Gold, Mining, and Foreign Markets01:28:14 Conclusion and Schiff Sovereign UpdateFollow @peterschiffX: https://twitter.com/peterschiffInstagram: https://instagram.com/peterschiffTikTok: https://tiktok.com/@peterschiffofficialFacebook: https://facebook.com/peterschiffSign up for Peter's most valuable insights at https://schiffsovereign.comSchiff Gold News: https://www.schiffgold.com/newsFree Reports & Market Updates: https://www.europac.comBook Store: https://schiffradio.com/books#federalreserve #stagflation #gold #inflation #dollarcollapse #economyOur Sponsors:* Check out Boll & Branch: https://bollandbranch.com/SCHIFF* Check out Fast Growing Trees and use my code GOLD for a great deal: https://www.fast-growing-trees.comPrivacy & Opt-Out: https://redcircle.com/privacy

01:13:28 – EV Hype DeflatesHigh truck prices and waning EV demand lead to a critique of electrification promises; real‑world costs and usability concerns dominate. 01:25:32 – Musk & War TechA segment links Silicon Valley glamor to battlefield applications and even synthetic engine noise —mocking techno‑theatrics over substance. 01:36:47 – German Migration RealityReport on German schools highlights language barriers and integration failures, framed as proof elites ignore practical limits of mass migration. 01:50:44 – Homeownership SqueezeRising property taxes, insurance, and repair costs are presented as a quiet squeeze pushing families out of owning homes. 02:00:49 – American Dream RationedA mid‑show reflection on wealth concentration and mobility asks whether the “dream” is increasingly inaccessible to ordinary workers. 02:36:12 – Fed Policy & BRICS GrowthTony Arterburn critiques Trump's push to increase the money supply, arguing it creates temporary booms but long-term inflation and instability. He warns that U.S. tariff threats are driving nations like India closer to China and strengthening BRICS alliances. 02:42:12 – Russia Adds Silver to ReservesRussia's move to classify silver as a strategic reserve asset is called one of the most significant silver stories in 50 years, signaling a global shift toward commodities over fiat currencies. 02:46:47 – Housing Market BubbleDiscussion on how post-COVID liquidity and corporate purchases of real estate, especially by BlackRock, have kept housing prices artificially high and priced out many Americans. 03:00:41 – Income Tax as Control MechanismTony asserts that the income tax was designed by elites to cement their dominance and prevent competition, dismissing political promises to dismantle the IRS as empty rhetoric. 03:18:10 – Tariff History & Trump's Economic NationalismDiscussion of Trump sharing a Peter Navarro video praising historical tariff advocates like Hamilton and Clay, followed by critiques that tariffs in a de-industrialized America amount to a hidden tax on consumers. 03:27:57 – Tariffs as a Tax on AmericansCommentary stresses that with weak domestic manufacturing, tariffs raise costs on essential goods like cars and appliances, punishing citizens rather than foreign producers. 03:33:23 – Trump's Corporate Tax for DemocratsMark Cuban praises Trump for imposing a 15% revenue skim on NVIDIA and AMD chip sales to China—framed as a “progressive dream tax”—while critics note it violates constitutional limits on export duties. 03:47:14 – Swiss F-35 Deal at RiskAnalysis of how Trump's steep 39% tariff on Switzerland may backfire by prompting the Swiss to cancel a $7.5 billion F-35 order, worsening the U.S. trade deficit. 03:55:05 – Ukraine Summit & False Flag FearsTrump warns Putin of “severe consequences” if the Ukraine war continues; Russian officials accuse Kyiv of plotting a provocation to derail upcoming peace talks. Follow the show on Kick and watch live every weekday 9:00am EST – 12:00pm EST https://kick.com/davidknightshow Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silverFor 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHTFind out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.