Podcasts about Federal Reserve

This week, Jason is joined by one of the most influential voices in American economics — Austan Goolsbee, President and CEO of the Federal Reserve Bank of Chicago!In a rare and time-sensitive episode, Jason goes straight to the source on what's happening in the economy right now — so timely, in fact, the Fed required the episode to be released before their next meeting. Austan breaks down what the Federal Reserve actually does (and what it doesn't), why Chicago has its own Fed, and how monetary policy decisions get made behind the scenes — from interest rates and inflation to employment and consumer spending.Austan also opens up about his path from University of Chicago professor to the White House, including how a personal connection with Barack Obama turned into a front-row seat during one of the most intense economic moments in modern history. He shares what surprised him most about policymaking in Washington, the pressure of making massive decisions with limited information, and why having diverse perspectives — your own “personal board of directors” — matters more than people realize.They get into why consumers still feel crushed by prices even when inflation cools, what's driving the strength of the economy, and why housing affordability may be the biggest long-term issue facing younger generations. Austan even reveals what he considers the ultimate trading secret — and why, despite everything that can go wrong in the world, long-term investing has historically rewarded patience and belief in human innovation.Austan reveals all this and more in another episode you can't afford to miss!Host: Jason TartickCo-Host: David ArduinAudio: John GurneyGuest: Corporate Bro Ross PomerantzStay connected with the Trading Secrets Podcast! Instagram: @tradingsecretspodcast Youtube: Trading SecretsFacebook: Join the GroupPebl hipebl.ai Pebl's AI-powered EOR platform simplifies building and managing teams in 185+ countries, enabling fast, seamless growth across bordersWayfair https://www.wayfair.com/ Wayfair is a leading online home goods and furniture retailer offering millions of products across décor, furniture, and housewares from thousands of global suppliers. It's built a technology-focused e-commerce platform that makes it easy for customers to find and buy items for every space in their home.Square square.com/go/[tradingsecretsSquare is a financial technology platform that provides businesses with point-of-sale systems, payment processing, and tools to manage operations, payroll, and online sales. Originally known for its easy-to-use card readers, Square now offers a full suite of software and services to help businesses run and grow.Rula https://www.rula.com/tradingsecrets Rula is an online mental health care platform that connects people with licensed therapists and psychiatric providers who accept insurance, often with low average copays. It offers flexible online therapy and support tailored to individual, couples, family, and teen needs

Markets not thrilled with tech Mortgage rates dip below 6% Feb ends with a dud Looking at the Fed's next move with our guest – Danielle DiMartino Booth – the “Fed watcher” NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) As Founder & CEO of Quill Intelligence, Danielle DiMartino Booth set out to launch a #ResearchRevolution, redefining how markets intelligence is conceived and delivered. To build QI, she brought together a core team of investing veterans to analyze the trends and provide critical analysis on what is driving the markets – both in the United States and globally. A global thought leader on monetary policy, economics and finance, DiMartino Booth founded Quill Intelligence in 2018. She is the author of FED UP: An Insider's Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), has a column on Bloomberg View, is a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Fox News, Fox Business News, BNN Bloomberg, Yahoo Finance and other major media outlets. Prior to Quill, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas where she served as Advisor to President Richard W. Fisher throughout the financial crisis. Her work at the Fed focused on financial stability and the efficacy of unconventional monetary policy. DiMartino Booth began her career in New York at Credit Suisse and Donaldson, Lufkin & Jenrette where she worked in the fixed income, public equity, and private equity markets. DiMartino Booth earned her BBA as a College of Business Scholar at the University of Texas at San Antonio: she holds an MBA in Finance and International Business from the University of Texas at Austin and an MS in Journalism from Columbia University. Follow @DiMartinoBooth Looking for style diversification? More information on the TDI Managed Growth Strategy https://thedisciplinedinvestor.com/blog/tdi-strategy/ Stocks mentioned in this episode: (NVDA), (META), (ORCL), (GOOG), (AMZN), (MSFT), (IBM)

In this episode, Jack Forehand and Kai Wu break down the viral “AI doom loop” article that sparked debate across Wall Street, Silicon Valley, and even the Federal Reserve. They walk through the core thesis that artificial intelligence could trigger a non-cyclical economic disruption, separating signal from noise and exploring what it could mean for software stocks, labor markets, productivity, wealth inequality, and long-term investing. Rather than reacting emotionally, they analyze the mechanics step by step, asking whether AI is more likely to replace workers or amplify them, how fast adoption can realistically happen, and what investors should be watching right now.Main topics covered:The core thesis behind the AI doom loop scenario and why it went viralIs AI a substitute for human labor or a productivity multiplierPeople times productivity as a framework for understanding economic growthWhy we are not yet seeing major AI disruption in labor or productivity dataSoftware stocks, margin compression, and the risk to SaaS business modelsThe Jevons Paradox and whether lower costs could expand demand instead of destroy itWhy incumbents with strong intangible moats may survive AI disruptionThe difference between technological capability and real world adoption speedCompute, energy, and token costs as natural limits on AI expansionThe feedback loop argument and whether AI could cause a demand shockCreative destruction and the difficulty of forecasting new job creationAI, high income knowledge workers, and the risk to consumer spendingWealth inequality, capital versus labor, and policy responses like UBIWhy investors can be bullish on AI technology but cautious on marketsHow to think about short term disruption versus long term abundanceTimestamps:00:00 Introduction and the AI doom loop thesis02:15 Why the article triggered a market reaction06:00 People times productivity and economic growth09:00 AI and disruption in software stocks15:00 Jevons Paradox and expanding total demand19:00 AI agents, frictionless commerce, and price competition26:00 Adoption speed versus technology speed28:00 Compute constraints and natural governors on AI growth31:00 The non cyclical disruption feedback loop33:00 Creative destruction and new job formation38:00 General purpose technology and broad economic exposure44:00 Replacement versus augmentation of workers48:00 Token costs, enterprise AI spending, and labor tradeoffs51:00 High income job risk and inequality concerns

In this week's episode, Elliot Berman and John Byrne cover a wide-ranging set of developments reshaping the global AML landscape. They open by marking the fourth anniversary of Russia's invasion of Ukraine before diving into new regulatory, enforcement, and geopolitical stories affecting financial crime professionals. John highlights the Federal Reserve's request for comment on removing “reputation risk” from bank supervision and discusses ongoing litigation involving JPMorgan and the Trump Organization. The conversation then turns international: OCCRP's newly announced Anti-Corruption Hero Awards, revelations of European-made parts ending up in Russian military drones, and the European Center for Not-for-Profit Law's work on financial access for human rights defenders. Elliot and John also examine Australia's transition to a new AML/CFT regime and Canada's new financial intelligence initiative focused on extortion. Additional topics include the Treasury Inspector General's audit of FinCEN, IRS-CI's latest BSA data usage report, and U.S. cases involving cyber intrusions and tax fraud.

In this episode, Kathy Jones announces that she will be retiring soon and that Collin Martin, Schwab's Head of Fixed Income Research, will take over as co-host of On Investing. Liz Ann and Kathy also discuss the latest bout of volatility caused by future concerns around AI.  Then, Kathy is joined by Claudia Sahm, former economist for the Federal Reserve, former economist for the White House Council of Economic Advisors, and now chief economist for New Century Advisors. Kathy and Claudia discuss the path forward for the Federal Reserve, in terms of setting policy. They cover the state of the labor market, certain issues regarding the quality of the data produced, and the potential impact of AI on labor supply, among other issues. You can keep up with Claudia Sahm her on her Substack newsletter called “Stay-at-Home Macro.” 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 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.  The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab.  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. 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. Diversification strategies do not ensure a profit and do not protect against losses in declining markets. 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  (0226-GYWH) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mike Armstrong and Marc Fandetti react to a hotter-than-expected Producer Price Index report that rattled markets and raised fresh questions about the Federal Reserve's timeline for rate cuts. With core wholesale prices surging well above forecasts, the hosts examine whether inflation is reaccelerating — or whether the data is simply a volatile outlier.The hour also explores growing concentration risk in the S&P 500, the heavy weighting of mega-cap tech stocks, and whether AI-driven disruption headlines — including mass layoffs at Block — are more marketing than macro reality.

Welcome back to Impact Theory with Tom Bilyeu. In this episode, Tom Bilyeu sits down with renowned finance educator Jaspreet Singh for a timely and hard-hitting conversation about the global economy, the future of the US dollar, and how power is swiftly shifting in the world of finance. As central banks stockpile gold and questions swirl about the stability of the dollar, Jaspreet Singh breaks down what this means for investors at every level—and why the measures and announcements coming out of Washington could redefine financial security for millions. Together, they explore the profound impact of Federal Reserve leadership under a new administration, President Trump's aggressive economic moves, and how gold, crypto, and alternative investments have become critical hedges in uncertain times. You'll hear about the real drivers behind tariffs, the intense economic rivalry between the US and China, and why traditional portfolios and retirement strategies may not hold up in this new financial landscape. This is a can't-miss conversation for anyone who wants to understand not just where the money is moving, but how you can position yourself to thrive in an era of volatility and rapid change. Buckle up for an episode packed with actionable insights on investing, government policies, and the future of wealth creation. What's up, everybody? It's Tom Bilyeu here: If you want my help... STARTING a business: join me here at ZERO TO FOUNDER:  https://tombilyeu.com/zero-to-founder?utm_campaign=Podcast%20Offer&utm_source=podca[%E2%80%A6]d%20end%20of%20show&utm_content=podcast%20ad%20end%20of%20show SCALING a business: see if you qualify here.:  https://tombilyeu.com/call Get my battle-tested strategies and insights delivered weekly to your inbox: sign up here.: https://tombilyeu.com/ ********************************************************************** If you're serious about leveling up your life, I urge you to check out my new podcast, Tom Bilyeu's Mindset Playbook —a goldmine of my most impactful episodes on mindset, business, and health. Trust me, your future self will thank you. ********************************************************************** FOLLOW TOM: Instagram: https://www.instagram.com/tombilyeu/ Tik Tok: https://www.tiktok.com/@tombilyeu?lang=en Twitter: https://twitter.com/tombilyeu YouTube: https://www.youtube.com/@TomBilyeu Huel: High-Protein Starter Kit 20% off for new customers at https://huel.com/impact code impactKetone IQ: Visit https://ketone.com/IMPACT for 30% OFF your subscription orderQuince: Free shipping and 365-day returns at https://quince.com/impactpodShopify: Sign up for your one-dollar-per-month trial period at https://shopify.com/impactPique: 20% off at https://piquelife.com/impact Cape: 33% off your first 6 months with code IMPACT at https://cape.co/impact Plaud: Get 10% off with code TOM10 at https://plaud.ai/tomDuck.Ai: Protect your privacy at https://duck.ai/impactRaycon: 15% off at https://buyraycon.com/impacttheorybc Summ: code TOMVIP20 for 20% off your first year at https://summ.com?via=tombilyeu&coupon=TOMVIP20 Register For Jaspreet's Live Investor Workshop: https://briefs.finance/3ss Market Briefs Newsletter: https://briefs.finance/xvr Briefs Finance Website: https://www.briefs.co Jaspreet's YouTube Channel: https://www.youtube.com/@MinorityMindset Learn more about your ad choices. Visit megaphone.fm/adchoices

Original Release Date: Feb 6, 2026Our Global Head of Fixed Income Research Andrew Sheets and Global Chief Economist Seth Carpenter unpack the inner workings of the Federal Reserve to illustrate the challenges that Fed chair nominee Kevin Warsh may face.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Global Head of Fixed Income Research at Morgan Stanley. Seth Carpenter: And I'm Seth Carpenter, Morgan Stanley's Global Chief Economist and Head of Macro Research. Andrew Sheets: And today on the podcast, a further discussion of a new Fed chair and the challenges they may face. It's Friday, February 6th at 1 pm in New York. Seth, it's great to be here talking with you, and I really want to continue a conversation that listeners have been hearing on this podcast over this week about a new nominee to chair the Federal Reserve: Kevin Warsh. And you are the perfect person to talk about this, not just because you lead our economic research and our macro research, but you've also worked at the Fed. You've seen the inner workings of this organization and what a new Fed chair is going to have to deal with. So, maybe just for some broad framing, when you saw this announcement come out, what were some of the first things to go through your mind? Seth Carpenter: I will say first and foremost, Kevin Warsh's name was one of the names that had regularly come up when the White House was providing names of people they were considering in lots of news cycles. So, I think the first thing that's critically important from my perspective, is – not a shock, right? Sort of a known quantity. Second, when we think about these really important positions, there's a whole range of possible outcomes. And I would've said that of the four names that were in the final set of four that we kept hearing about in the news a lot. You know, some differences here and there across them, but none of them was substantially outside of what I would think of as mainstream sort of thinking. Nothing excessively unorthodox at all like that. So, in that regard as well, I think it should keep anybody from jumping to any big conclusions that there's a huge change that's imminent. I think the other thing that's really important is the monetary policy of the Federal Reserve really is made by a committee. The Federal Open Market Committee and committee matters in these cases. The Fed has been under lots of scrutiny, under lots of pressure, depending on how you want to put it. And so, as a result, there's a lot of discussion within the institution about their independence, making sure they stick very scrupulously to their congressionally given mandate of stable prices, full employment. And so, what does that mean in practice? That means in practice, to get a substantially different outcome from what the committee would've done otherwise… So, the market is pricing; what's the market pricing for the funds rate at the end of this year? About 3.2 percent. Andrew Sheets: Something like that. Yeah. Seth Carpenter: Yeah. So that's a reasonable forecast. It's not too far away from our house view. For us to end up with a policy rate that's substantially away from that – call it 1 percentage, 2 percentage points away from that. I just don't see that as likely to happen. Because the committee can be led, can be swayed by the chair, but not to the tune of 1 or 2 percentage points. And so, I think for all those reasons, there wasn't that much surprise and there wasn't, for me, a big reason to fully reevaluate where we think the Fed's going. Andrew Sheets: So let me actually dig into that a little bit more because I know our listeners tune in every day to hear a lot about government meetings. But this is a case where that really matters because I think there can sometimes be a misperception around the power of this position. And it's both one of the most public important positions in the world of finance. And yet, as you mentioned, it is overseeing a committee where the majority matters. And so, can you take us just a little bit inside those discussions? I mean, how does the Fed Chair interact with their colleagues? How do they try to convince them and persuade them to take a particular course of action? Seth Carpenter: Great question. And you're right, I sort of spent a bunch of time there at the Fed. I started when Greenspan was chair. I worked under the Bernanke Fed. And of course, for the end of that, Janet Yellen was the vice chair. So, I've worked with her. Jay Powell was on the committee the whole time. So, the cast of characters quite familiar and the process is important. So, I would say a few things. The chair convenes the meetings; the chair creates the agenda for the meeting. The chair directs the staff on what the policy documents are that the committee is going to get. So, there's a huge amount of influence, let's say, there. But in order to actually get a specific outcome, there really is a vote. And we only have to look back a couple weeks to the last FOMC meeting when there were two dissents against the policy decision. So, dissents are not super common. They don't happen at every single meeting, but they're not unheard of by any stretch of the imagination either. And if we go back over the past few years, lots going on with inflation and how the economy was going was uncertain. Chair Powell took some dissents. If we go back to the financial crisis Chair Bernanke took a bunch of dissents. If we go back even further through time, Paul Volcker, when he was there trying to staunch the flow of the high inflation of the 1970s, faced a lot of resistance within his committee. And reportedly threatened to quit if he couldn't get his way. And had to be very aggressive in trying to bring the committee along. So, the chair has to find a way to bring the committee along with the plan that the chair wants to execute. Lots of tools at their disposal, but not endless power or influence. Does that make sense? Andrew Sheets: That makes complete sense. So, maybe my final question, Seth, is this is a tough job. This is a tough job in… Seth Carpenter: You mean your job and my job, or… Andrew Sheets: [Laughs] Not at all. The chair of the Fed. And it seems especially tricky now. You know, inflation is above the Fed's target. Interest rates are still elevated. You know, certainly mortgage rates are still higher than a lot of Americans are used to over the last several years. And asset prices are high. You know, the valuation of the equity market is high. The level of credit spreads is tight. So, you could say, well, financial conditions are already quite easy, which can create some complications. I am sure Kevin Warsh is receiving lots of advice from lots of different angles. But, you know, if you think about what you've seen from the Fed over the years, what would be your advice to a new Fed chair – and to navigate some of these challenges? Seth Carpenter: I think first and foremost, you are absolutely right. This is a tough job in the best of times, and we are in some of the most difficult and difficult to understand macroeconomic times right now. So, you noted interest rates being high, mortgage rates being high. There's very much an eye of the beholder phenomenon going on here. Now you're younger than I am. The first mortgage I had. It was eight and a half percent. Andrew Sheets: Hmm. Seth Carpenter: I bought a house in 2000 or something like that. So, by those standards, mortgage rates are actually quite low. So, it really comes down to a little bit of what you're used to. And I think that fact translates into lots of other places. So, inflation is now much higher than the committee's target. Call it 3 percent inflation instead core inflation on PCE, rather than 2 percent inflation target. Now, on the one hand that's clearly missing their target and the Fed has been missing their target for years. And we know that tariffs are pushing up inflation, at least for consumer goods. And Chair Powell and this committee have said they get that. They think that inflation will be temporary, and so they're going to look through that inflation. So again, there's a lot of judgment going on here. The labor market is quite weak. Andrew Sheets: Hmm. Seth Carpenter: We don't have the latest months worth of job market data because of the government shutdown; that'll be delayed by a few days. But we know that at the end of last year, non-farm payrolls were running well below 50,000. Under most circumstances, you would say that is a clear indication of a super weak economy. But! But if we look at aggregate spending data, GDP, private-domestic final purchases, consumer spending, CapEx spending. It's actually pretty solid right now. And so again, that sense of judgment; what's the signal you're going to look for? That's very, very difficult right now, and that's part of what the chair is going to have to do to try to bring the committee together, in order to come to a decision. So, one intellectually coherent argument is – the main way you could get strong aggregate demand, strong spending numbers, strong GDP numbers, but with pretty tepid labor force growth is if productivity is running higher and if productivity is going higher because of AI, for example, over time you could easily expect that to be disinflationary. And if it's disinflationary, then you can cut it. Interest rates now. Not worry as much as you would normally about high inflation. And so, the result could be a lower path for policy rates. So that's one version of the argument that I suspect you're going to hear. On the other hand, inflation is high and it's been high for years. So what does that mean? Well. History suggests that if inflation stays too high for too long, inflation psychology starts to change the way businesses start to set. Andrew Sheets: Mm-hmm. Seth Carpenter: Their own prices can get a little bit loosey-goosey. They might not have to worry as much about consumers being as picky because everybody's got used to these price changes. Consumers might be become less picky because, well, they're kind of sick of shopping around. They might be more willing to accept those higher prices, and that's how things snowball. So, I do think that the new chair is going to face a particularly difficult situation in leading a committee in particularly challenging times. But I've gone on for a long, long time there. And one of the things that I love about getting to talk to you, Andrew, is the fact that you also talked to lots of investors all around the world. You're based in London. And so when the topic of the new Fed chair comes up, what are the questions that you're getting from clients? Andrew Sheets: So, I think that there are a few questions that stand out. I mean, I think a dominant question among investors was around the stability of the U.S. dollar. And so, you could say a good development on the back of Kevin Warsh's nomination is that the market response to that has been the price action you would associate with more stability. You've seen the dollar rise; you've seen precious metals prices fall. You've seen equity markets and credit spreads be very stable. So, I think so far everything in the market reaction is to your; to the point that you raised, you know, consistent with this still being orthodox policy. Every Fed chair is different, but still more similar than different now. I think where it gets more divergent in client opinions is just – what are we going to see from the Fed? Are we going to see a real big change in policy? And I think that this is where there are very different views of Kevin Warsh from investors. Some who say, ‘Well, he's in the past talked about fighting inflation more aggressively, which would imply tighter policy.' And he's also talked more recently about the productivity gains from AI and how that might support lower interest rates. So, I think that there's going to be a lot of interest when he starts to speak publicly, when we see testimony in front of the Senate. I think the other, the final piece, which I think again, people do not have as fully formed an opinion on yet is – how does he lead the Fed if the data is unexpected? And you know, you mentioned inflation and, you know, Morgan Stanley has this forecast that: Well, owner's equivalent rent, a really key part of inflation, might be a little bit higher than expected, which might be a distortion coming off of the government shutdown and impacts on data. But there's some real uncertainty about the inflation path over the near term. And so, in short, I think investors are going to give the benefit of the doubt. For now, I think they're going to lean more into this idea that it will be generally consistent with the Fed easing policy over time, for now. Generally consistent with a steeper curve for now. But I think there's a lot we're going to find out over the next couple of weeks and months. Seth Carpenter: Yeah. No, I agree with you. Andrew, I have to say, I'm glad you're here in New York. It's always great to sit down and talk to you. Let's do it again before too long. Andrew Sheets: Absolutely, Seth. Thanks for taking the time to talk. And to our audience, thank you as always for your time. If you find Thoughts the Market useful, let us know by leaving a review wherever you listen. And also tell a friend or colleague about us today.

Stijn Schmitz welcomes the return of the Market Sniper himself Francis Hunt to the show. Francis is a Renegade Trader, Analyst, and the Founder of The Market Sniper. Hunt discusses the ongoing precious metals bull market, emphasizing that the current market is in the early stages of a significant economic transformation. He argues that the world is experiencing a fundamental shift away from fiat currency and towards sound money principles, with gold and silver positioned as critical assets for capital preservation. The discussion centers on the broader economic context of a debt and fiat bubble that is gradually collapsing. Hunt suggests that we are witnessing a long-term process of monetary debasement that began with the establishment of the Federal Reserve in 1913. He believes the current economic environment is characterized by systemic fraud and manipulation, with central banks and governments actively working to obscure the true economic reality. Hunt is particularly bullish on gold and silver, projecting significant price increases in the coming years. He anticipates a potential gold-silver ratio reaching single digits, which would represent a dramatic shift from current levels. Moreover, he warns about the dangers of digital currencies and tokenization, viewing these as attempts to strip individuals of financial privacy and asset ownership. Francis is critical of traditional investment assets like stocks and cryptocurrencies, arguing that they are fundamentally underperforming when measured against gold. He sees gold as the ultimate benchmark for preserving wealth during this period of economic transformation. Hunt also discusses potential opportunities in mining stocks, particularly silver miners, while cautioning about jurisdiction-specific risks. He recommends a diversified approach that includes physical precious metals, strategic mining investments, and potential options strategies. Ultimately, Hunt’s message is one of preparation and strategic positioning. He encourages investors to focus on capital preservation, understand the broader economic trends, and be prepared for significant market disruptions in the coming years. Timestamps: 00:00:00 – Introduction 00:00:46 – Bull Market Confirmation 00:01:29 – Recent Gold Correction 00:08:19 – Technical Volatility Analysis 00:13:43 – Cross Currency Insights 00:20:45 – Fiat Debt Bubble 00:22:08 – Bitcoin Digitization Critique 00:27:30 – Silver Market Targets 00:28:24 – Nasdaq vs Gold Rebasement 00:37:04 – Timeline and Speed 00:42:36 – Miners Leverage Opportunities 00:48:56 – Concluding Thoughts Guest Links: X: https://x.com/themarketsniper X: https://x.com/thecryptosniper Website: https://themarketsniper.com YouTube: https://www.youtube.com/user/TheMarketSniper Francis is a trader, first and foremost. Unlike most educators in the trading space, Francis walks the walk and talks the talk, with 30 years of experience trading his personal capital on various markets and instruments. Through this passion for trading and his relentless study of markets and economic theory, he uses the Hunt Volatility Funnel trading methodology, a systemized approach, to answer the critical question: What is the next most profitable trade? He believes the actual price of an asset is the most accurate reflection of all the factors that influence it. Practical technical analysis, the study of price action over time, is needed to formulate profitable trade ideas. Indeed, with all the market manipulation and high-frequency trading operations currently in play, technical analysis is all that can be relied upon when it comes to formulating future price trends. A trained eye can often spot such manipulative practices, as is the case with HVF traders. Therefore, the HVF methodology is based purely on technical analysis. Francis is passionate about sharing his knowledge and understanding of markets by utilizing his HVF trading methodology. With entertaining anecdotes and the careful guidance of his students, he has already trained a large community of hundreds of traders and helped them transform from complete newbies to seasoned trading professionals. He genuinely loves sharing his knowledge and strategies with others who are committed to finding freedom through trading. Plus, teaching strengthens his trading abilities while helping to build a vibrant community of successful traders.

Since the Federal Reserve has a dual mandate of price stability and full employment, investors tend to focus on the inflation and jobs reports. Just how many jobs is the economy creating? What does that mean for future monetary policy and economic growth? How will that impact my investment portfolio? However, recently, the jobs data has not been quite as robust as it had been coming out of the worst of the pandemic. But why? Has the economy cooled considerably? Is Artificial Intelligence to blame? Is corporate America hard-hearted? Or is something else to blame? In this week's Trading Perspectives, Sam Clement and John Norris discuss the recent cooling in the labor markets and what it could mean for future economy growth.

Strong jobs. Cooling inflation. Stocks rallying.So why aren't mortgage rates falling?In this video, we break down why a healthy economy actually reduces the likelihood of Federal Reserve rate cuts — and how that directly impacts mortgage rates.We'll cover:• What the latest Jobs report signals • Why inflation cooling isn't the same as inflation collapsing • How the 10-Year Treasury is reacting • Why “no recession” = no emergency rate cuts • What this means for homebuyers waiting on 5% ratesThe bond market doesn't move on headlines — it moves on expectations.If the economy remains stable, mortgage rates may not drop the way many are hoping.Let's walk through the data.

Deutschland besitzt die zweitgrößten Goldreserven weltweit. Ein Drittel davon lagert in den USA. Bei einigen Expert:innen schrillen die Alarmglocken: Sie fordern, dass die Bundesbank die deutschen Goldreserven in die Bundesrepublik holen sollte. Hintergrund sind die veränderten transatlantischen Beziehungen unter US-Präsident Donald Trump. Nur wie einfach können etwa 1200 Tonnen Gold überhaupt verlagert werden? Und welche politischen Auswirkungen hätte der Umzug der deutschen Goldreserven? In dieser 11KM-Folge erzählt Anne-Catherine Beck aus der ARD-Finanzredaktion, warum deutsches Gold überhaupt in den USA liegt und ob es wirklich vor Donald Trump geschützt werden muss. Hier findet ihr alle aktuellen Entwicklungen rund um das Thema Gold: https://www.tagesschau.de/thema/gold Anne-Catherine Beck hört ihr auch im Podcast "What the Wirtschaft?!": https://www.ardaudiothek.de/sendung/what-the-wirtschaft/urn:ard:show:eb4144cee55230ee/ 11KM ist am 9. Mai beim ARD Sounds Festival dabei. Alle Infos und Tickets hier: https://www.ardsoundsfestival.de/#/ Hier geht's zu unserem Podcast-Tipp “Zehn Minuten Wirtschaft“ von NDR Info: https://1.ard.de/10_Minuten_Wirtschaft?=cp Diese und viele weitere Folgen von 11KM findet ihr überall da, wo es Podcasts gibt, auch hier in der ARD Audiothek: https://www.ardaudiothek.de/sendung/11km-der-tagesschau-podcast/12200383/ An dieser Folge waren beteiligt: Folgenautor: Julius Bretzel Mitarbeit: Marc Hoffmann Host: David Krause Produktion: Jonas Teichmann, Emilian Grimm, Konrad Winkler, Timo Lindemann, Hanna Brünjes Planung: Nicole Dienemann und Hardy Funk Distribution: Kerstin Ammermann Redaktionsleitung: Yasemin Yüksel und Fumiko Lipp 11KM: der tagesschau-Podcast wird produziert von BR24 und NDR Info. Die redaktionelle Verantwortung für diese Episode liegt beim BR.

Do you want to know investment success secrets? Look no further than today's discussion! The long-dominant "buy the Magnificent 7 and forget it" tech trade is fading, with sector rotation favoring energy, materials, and staples while technology and discretionary lag. Drawing on presidential cycle data, it seems markets often experience weakness and corrections in midterm years before potential strength later, though today's backdrop of sticky inflation, high debt, and constrained Federal Reserve policy could challenge historical norms. Liquidity over politics is the true market driver and power preservation incentives may shape fiscal and economic decisions and highlights opportunities in defensive sectors and fixed income if rates fall. As always, disciplined investing is the most important: avoid ego, abandon rigid outcome-based predictions, adopt scenario-based thinking, respect price action, and define in advance when you are wrong. We discuss... The long-standing strategy of simply buying mega-cap tech stocks is breaking down as sector leadership rotates. Energy, materials, and staples are outperforming while technology and discretionary stocks lag, signaling possible market-top behavior. Historical sector rotation patterns suggest markets may be transitioning from expansion toward a late-cycle phase. Midterm presidential years historically bring volatility and frequent 10–20% corrections before potential recovery. Liquidity is framed as the primary force driving market cycles. Today's environment of sticky inflation, high debt, and constrained Federal Reserve policy may weaken the reliability of historical patterns. Defensive sectors and fixed income could benefit if growth slows and interest rates decline. Political incentives around power preservation may influence fiscal decisions and economic optics heading into elections. Investors are warned not to blindly "buy the dip," especially in volatile assets like crypto. The hosts stress that price action ultimately determines whether an investment thesis is right or wrong. Ego and overconfidence are identified as major threats to long-term investing success. Outcome-based thinking is discouraged in favor of scenario-based planning across multiple probable outcomes. Behavioral research shows experts often double down when wrong, reinforcing the importance of flexibility. Successful investing requires humility, adaptability, risk management, and clearly defined exit strategies.   Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | Mergent College Advisors Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.cominvesting-success-secrets-793  

February 24, 2026: Five major stories broke in the last 24 hours at the intersection of AI and the future of work — and they're all in conversation with each other. Anthropic launched Claude directly inside Excel, PowerPoint, and Slack, making its biggest move yet into everyday knowledge work. A Federal Reserve governor said on the record that if AI drives unemployment, interest rate cuts — the government's go-to economic tool — may not be able to fix it. Goldman Sachs revealed that despite hundreds of billions in AI investment, it may have contributed almost nothing to U.S. economic growth last year. Yale's Budget Lab pushed back on the AI productivity revolution narrative, saying the data simply doesn't support it yet. And a financial research firm's fictional scenario set in 2028 went so viral it triggered a major market selloff.  

Charles  argues tariffs are reviving U.S. manufacturing and that foreign producers are increasingly absorbing the costs, despite media claims that consumers pay. He also believes government favoritism, heavy spending, and policies from the Federal Reserve have weakened free markets and increased inequality. Learn more about your ad choices. Visit podcastchoices.com/adchoices

U.S. stocks finished higher, led by technology as the Nasdaq outpaced broader indexes with strength in semiconductors, memory, and software ahead of NVIDIA earnings. Federal Reserve commentary continued to support a “wait and see” policy stance, trade headlines pointed to a potential 15% tariff proclamation, and earnings remained active.

President Donald Trump just delivered the State of the Union — and markets are reacting.So what does this mean for mortgage rates?Should you LOCK now… or FLOAT and risk it?Today we break down:• Inflation expectations• The 10-Year Treasury reaction• MBS pricing movement• Federal Reserve implications• What this means for YOUR mortgage strategyIf you're buying, refinancing, or waiting for lower rates — this is the strategy session you don't want to miss.Every day, we pull real pricing from 30+ lenders and show you exactly what you qualify for — plus lock vs. float guidance tied directly to CPI, Jobs data, MBS spreads & the 10-Year Treasury.Transparent. Data-driven. No hype.

Think the Federal Reserve only deals with interest rates? Think again.  In this episode, we sit down with experts from the Federal Reserve Bank of Philadelphia to reveal little‑known but powerful tools designed to support workforce and economic mobility. Deborah Diamond and Theresa Dunn break down two resources that can help HR professionals rethink talent pipelines, skills‑based hiring, and local economic impact.Discover how "Eds & Meds" shape Philadelphia's workforce and why understanding your region's economic ecosystem is critical for strategic HR planning. A must‑listen for HR and business leaders seeking data‑driven insight.More about our guests:Deborah DiamondAs the senior director of engagement and initiatives, Deborah and her team develop and maintain strong relationships with stakeholders in the Third District to better understand how economic conditions affect residents, workers, and small businesses. She also focuses on the “anchor economy” locally and nationally to understand how universities and hospitals shape local economic opportunity.Theresa DunneTheresa Dunne is a community development research analyst in the Community Development and Regional Outreach Department at the Federal Reserve Bank of Philadelphia. Her research interests lie at the intersection of community development and public health. Currently, she works on topics related to digital equity and device access, equitable wealth in the city of Philadelphia, and the broad economic impacts of anchor institutions on regional economies.To learn more about the tools discussed, visit:PhiladelphiaFed.org/OMEPhiladelphiaFed.org/AnchorEconomyBusiness, Engagement, Human Resources, Management, Thought Leadership, Return to work, Inclusion, Hybrid work, AI, phillyshrm.org

The US dollar is under pressure again as shifting geopolitical risks – from uncertain tariff policies to the Greenland controversy – drive a renewed case for currency diversification and weigh heavily on the greenback. This is being compounded by a widening global policy rift: the Federal Reserve remains on track for multiple rate cuts this year, while other central banks, including Australia and Japan, move in the opposite direction. Is the 15-year dollar bull market officially over? Audrey Childe-Freeman, Chief FX Strategist at Bloomberg Intelligence, joins John Lee on the Asia Centric podcast to unpack the dollar’s recent trajectory. She also discusses why the Swiss franc, euro, Australian dollar, and gold have strong tailwinds in 2026.See omnystudio.com/listener for privacy information.

Forkfest up in the air, please check forkfest.party through out the next month for updates :: The love of mediocrity is bad for human freedom :: Arguing the minutiae of freedom of movement with Skeeter :: Take Bonnie's dog, she will kill you :: Sarah brings up the 13 women buried in the desert near Epstein's Zorro Ranch in NM :: A bill that would just create more bureaucracy :: Which state is the biggest for human trafficking? :: Jay Noone and Colin call in to give live updates about the cartel violence in Puerto Vallarta :: We wouldn't have baby-eating pedos without the Federal Reserve, fiat money or the US Empire :: They're forcing you to give them your biometric data :: Pray for the people of Mexico and for the collapse of the fiat dollar :: Dave Ridley's new non-fiction series "Legends of the Free State" at RidleyReport.com coming soon :: 2026-02-22 Hosts: Bonnie, Rich E Rich, Riley

email chris@drchrisloomdphd.com with "Podcast freebie" to book a coveted FREE guest spot on the show. To book a PREMIUM spot on the Podcast: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.drchrisloomdphd.com/_paylink/AZpgR_7f⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Book a 1-on-1 coaching call: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.drchrisloomdphd.com/booking-calendar/introductory-session⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Become a member of our Podcast community: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.drchrisloomdphd.com/membership⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to our email list: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://financial-freedom-podcast-with-dr-loo.kit.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Click here to join PodMatch (the "AirBNB" of Podcasting): ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.joinpodmatch.com/drchrisloomdphd⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Click here to purchase my books on Amazon: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://amzn.to/2PaQn4p⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Click here to purchase my audiobooks, visit: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.audible.com/author/Christopher-H-Loo-MD-PhD/B07WFKBG1F⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠To help support the show:CashApp- ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://cash.app/$drchrisloomdphd⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Venmo- ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://account.venmo.com/u/Chris-Loo-4⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Buy Me a Coffee- ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.buymeacoffee.com/chrisJx⁠⁠⁠⁠⁠⁠⁠⁠⁠Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show.  

Charles Payne argues the Trump tariffs are reviving U.S. manufacturing and that foreign producers are increasingly absorbing the costs, despite media claims consumers pay. He also believes government favoritism, heavy spending, and Federal Reserve policies have weakened free markets and increased inequality. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Add $100k+ to your career earnings with tactics from my newsletter below!   https://thecareerearner.beehiiv.com/s...   For partnership inquiries, please reach out to info@newmoneynate.com   How much net worth does Gen Z actually have, and how does your net worth compare?   In this video, we break down Gen Z net worth using Federal Reserve data to show how wealth is truly distributed across Gen Z in their 20s. We compare the bottom 10%, median net worth, and top 10% of Gen Z to reveal the real net worth gap between struggling, average, and high-asset young adults.   From negative net worth and student loan debt to six-figure portfolios and top percentile wealth, this Gen Z net worth comparison shows how dramatically different financial outcomes can be within the same generation.   If you're part of Gen Z and want to understand how your net worth stacks up, where you fall in the Gen Z net worth percentiles, and what the data actually says about wealth in your 20s, this breakdown gives you a clear, numbers-based perspective.   The content and information contained on this website/social media page and any resources/material available for download through this website/page is not intended as, and shall not be understood or construed as, financial, investment, tax, legal or professional advice whatsoever. I am not a financial advisor, attorney, accountant, nor am I claiming to be, and the content and information contained on this website/page is not a substitute for financial, investment, tax or legal advice from a professional who is aware of all the facts and circumstances of your specific individual situation. Nothing on this website/page constitutes a comprehensive or complete statement of the matters that may be discussed or the law(s) relating thereto.   Nathan Kennedy / New Money Nate Inc is not liable for any direct, indirect, incidental, consequential, special or punitive damages, under any theory of liability, including without limitation, damages for loss of profits, use, data, or loss of other intangibles. Nathan Kennedy / New Money Nate Inc will not be liable for damages of any kind resulting from your use of the website/page and content or material contained therein.

Welcome to the ENT!What are some of the keys to the most successful family office? Family offices have this mystique; some people think only the multi-billionaire families need one. Yet, the key reasons families create family office are shared by many families:namely asset protection and confidentiality. Learn about the different types of offices and what might best suit your family's needs. Do you want my own consigliere, like Frank from the Godfather? If you've seen one family office, you have seen one family office. You can make a big impact! Learn some of the ways.As always, it is good to have an expert on your side. Expert Network team provides free consultations. Just mention that you listened to the podcast. Nathan Merrill, attorneyWorking with affluent families and entrepreneurs in implementing tax-efficient strategies and wealth preservationGoodspeed, Merrill(720) 473-7644nmerrill@goodspeedmerrill.comTaylor Smith, attorneyHelping affluent families build their legacy through complex estate planningGoodspeed Merrill(720) 512-2008tsmith@goodspeedmerrill.comwww.goodspeedmerrill.com Jeff Krommendyk, Insurance ExpertWorking with business owners and successful families in transferring riskOne Digital Insurance Agency(303) 730-2327jeff.krommendyk@onedigital.comKarl FrankFinancial planner helping a small number of successful families grow and protect their wealth and choose how they want to be taxedCERTIFIED FINANCIAL PLANNER™A&I Wealth Management(303) 690.5070karl@assetsandincome.comWebcasts, Podcasts, Streaming Video, Streaming AudioA&I webcasts, podcasts, streaming video, or streaming audios are provided free of charge solely for use by individuals for personal, noncommercial uses, and may be downloaded for such uses only, provided that the content is not edited or modified in any way and provided that all copyright and other notices are not erased or deleted.All webcasts, podcasts, streaming video, or streaming audios are subject to and protected by U.S. and international copyright laws and may not be sold, edited, modified, used to create new works, redistributed or used for the purpose of promoting, advertising, endorsing or implying a connection with A&I.A&I reserves the right, at any time and for any reason, to stop offering webcasts, podcasts, streaming video, or streaming audios and to stop access to or use of webcasts, podcasts, streaming video, or streaming audio and any content contained therein A&I shall not be liable for any loss or damage suffered as a result of, or connected with, the downloading or use of the webcasts, podcasts, streaming video, or streaming audios.A&I Wealth Management is a registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.The information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the presenter on the date of the podcast and are subject to change. The information presented is not an offer to buy or sell, or a solicitation of any offer to buy or sell, any of the securities discussed. You should consult with a professional adviser before implementing any of the strategies discussed. Any legal or tax information provided in this podcast is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation.

This week the stagflation theme refused to fade. On Friday the Bureau of Economic Analysis released the PCE price index, the Federal Reserve's preferred gauge of inflation. Headline and core PCE rose 2.9 per cent and 3.0 per cent respectively. More troubling than the levels was the recent momentum. Inflation has firmed over the past three months, an unwelcome development that further complicates the Fed's path forward. The same release cycle brought a softer than expected Q4 2025 GDP report. Headline growth registered just 1.4 per cent, unsettling markets. Consumption cooled from recent quarters, but the reaction to the top line number appears excessive. The government shutdown alone shaved nearly a full percentage point from growth, distorting the underlying signal. Taken together, the data reinforce a familiar and uncomfortable mix: slower activity alongside renewed price pressures. For central bankers, it is the most awkward of combinations.

Overview: Tune into this week's episode of Launch Financial as we discuss a rocky week in the markets over AI disruption concerns, global trade issues, and Federal Reserve rhetoric on future interest rate policy. We will see a big week ahead of home improvement company earnings along with Nvidia and other tech companies.  Show Notes: 

Mortgage rates just dropped to 5.99% — the lowest level in nearly three years.HOME.COM   Article  https://www.homes.com/news/daily-mortgage-rates-dip-to-5-99/1356105419/But here's the twist:The Federal Reserve says no rate cuts are coming because inflation is still too high.President Donald Trump is calling for rate cuts.Inflation remains sticky.Tariffs are creating uncertainty.The Supreme Court just struck down major trade policy.The jobs market is sending mixed signals.Bond markets are reacting.So how are mortgage rates falling without a Fed cut?In this episode, we break down:• Why mortgage rates follow the bond market — not the Fed Funds Rate• What's happening with the 10-Year Treasury• How inflation expectations are driving mortgage pricing• Whether 5.99% can last• What this means for buyers, refinancers, and homeownersThis is the disconnect nobody is explaining clearly.Every day, we pull real pricing from 30+ lenders and show you exactly what you qualify for — plus lock vs. float guidance tied to CPI, Jobs, MBS & the 10-Year Treasury.Transparent. Data-driven. No hype.

If you've been watching the markets lately, you know exactly what panic looks like.We saw gold and silver crash at historic rates and then rebounding the very next day. Then of course, there's news of the dollar declining. Stocks have been up and down, and the markets are panicking.Today I want to break down exactly why stocks, tech, precious metals, crypto, all of it, feels unstable, what the Federal Reserve has to do with this mess, and why boring, predictable assets might be the only thing keeping portfolios stable in 2026.

Forkfest up in the air, please check forkfest.party through out the next month for updates :: The love of mediocrity is bad for human freedom :: Arguing the minutiae of freedom of movement with Skeeter :: Take Bonnie's dog, she will kill you :: Sarah brings up the 13 women buried in the desert near Epstein's Zorro Ranch in NM :: A bill that would just create more bureaucracy :: Which state is the biggest for human trafficking? :: Jay Noone and Colin call in to give live updates about the cartel violence in Puerto Vallarta :: We wouldn't have baby-eating pedos without the Federal Reserve, fiat money or the US Empire :: They're forcing you to give them your biometric data :: Pray for the people of Mexico and for the collapse of the fiat dollar :: Dave Ridley's new non-fiction series "Legends of the Free State" at RidleyReport.com coming soon :: 2026-02-22 Hosts: Bonnie, Rich E Rich, Riley

In this interview, Kerry Lutz speaks with Michael Pento about how liquidity may already be expanding by as much as $20 billion per week, quietly pushing the Federal Reserve's balance sheet back toward $7 trillion — despite continued claims of tight policy. He warns that the next recession could bring massive deficits in the $4–6 trillion range, potentially forcing the Fed to become the primary buyer of U.S. debt once again. If that happens, inflation may not be accidental — it could be the result of outright monetization. Pento also points to historically extreme valuations in stocks and housing, suggesting markets may need a significant reset to return to long-term norms. He believes gold remains in a long-term bull market and could accelerate higher as recession pressures mount and monetary expansion increases. Pento outlines a defensive approach that includes holding physical gold, adjusting liquidity as conditions change, and watching credit markets for early signs of stress. These long-term cycles are explored in The Armstrong Economic Code— and understanding them may help investors prepare for what comes next. Find Michael here: https://pentoport.com Find Kerry here :https://khlfsn.substack.com and here: https://inflation.cafe    Kerry's New Book "The Armstrong Economic Code: The 5 Truths Investors Must Never Forget" is out now on Amazon!  Get your copy here:   https://a.co/d/bvYbZOz  "The World According to Martin Armstrong – Conversations with the Master Forecaster" is a #1 Best Seller on Amazon. . Get your copy here: https://amzn.to/4kuC5p5

Kevin Warsh has been nominated as the next Federal Reserve Chair for 2026. What does this leadership shift mean for your wallet? In this episode of Gimme Some Truth, we analyze the Warsh nomination and its immediate impact on monetary policy, interest rates, and the global markets.As Jerome Powell prepares to hand over the gavel, Kevin Warsh brings a distinct philosophy to the FOMC—balancing a "hawkish" view on the Fed's balance sheet with a unique perspective on AI-driven productivity. We dive deep into whether this marks a regime change for inflation targets and how investors should position their portfolios for the "Warsh Era."

Meta Description: Kentucky financial advisors discuss Fed Chair nominee Kevin Warsh’s impact on interest rates, market volatility, and retirement portfolios. Dupree insights on portfolio management. When market uncertainty meets changing Federal Reserve leadership, retirees need clear guidance on protecting their portfolios. In this episode of The Financial Hour, Tom Dupree Jr., James Dupree, and Mike Johnson provide direct access to portfolio managers who explain how Kevin Warsh’s nomination as Fed Chair could reshape your retirement strategy through interest rate changes and market positioning. Understanding Kevin Warsh’s Approach to Federal Reserve Policy The nomination of Kevin Warsh to replace Jerome Powell as Fed Chair has created significant market implications for retirement portfolios. As Tom Dupree explains, “Warsh is gonna have to deal with this stuff and the stock market is not gonna be his only problem.” His unconventional stance differs from traditional dovish or hawkish approaches, creating both opportunities and challenges for income-focused investors. Mike Johnson notes that Warsh “has kind of an odd view” because “he’s been critical of the size of the Fed’s balance sheet.” This critical perspective on quantitative easing could fundamentally alter how markets price risk and opportunity, particularly for those managing retirement income portfolios in Kentucky and beyond. Interest Rate Environment and Portfolio Impact The Yield Curve Steepening Effect The current interest rate environment shows a steepening yield curve, where long-term rates rise while short-term rates decline. Mike explains: “You’ve seen the yield curve steep… long-term rates have been going up, while short-term rates are going down.” This creates distinct opportunities across different market segments. Small-cap stocks, which are “more tied to shorter term interest rates,” could benefit from Fed rate cuts on the short end. Meanwhile, high-multiple growth stocks face valuation pressure as long-term rates normalize. Treasury Bonds and Market Positioning The 30-year Treasury currently sits at 4.77%, having fluctuated based on market expectations. As our team discusses, the real question becomes: “Trump wants this guy to get rates lower so that housing will start moving… but rates may end up going higher.” This uncertainty requires active personalized portfolio management rather than passive acceptance of market direction. Market Rotation: From Growth to Value and Income Dividend-Focused Strategy in Volatile Markets Since October, markets have experienced significant rotation from growth expectations into cash-flow-predictable companies. As Mike observes, “You’ve seen a rotation out of growth expectations, high multiple stocks and into things where the cash flow is more predictable.” For retirees seeking consistent income, this shift validates the investment philosophy of focusing on dividend-producing assets. “Regardless of what the price is doing, all else being equal, the dividend, the income stream is still there,” Mike emphasizes. The Speed of Information and Investment Decisions The acceleration of market information flow through technology and AI creates both opportunities and risks. “Every second of every day is the market agreeing with you or disagreeing with you,” Mike notes, highlighting the double-edged nature of instant market feedback. This rapid information environment requires discipline in distinguishing between noise and actionable intelligence. As Tom points out regarding their investment approach: “We started doing in the last several years is buying more things that are just common sense type names… that works better.” Technology Sector Volatility: AI and Memory Chip Stocks Navigating the AI Investment Landscape The artificial intelligence sector has dominated headlines while creating extreme volatility. Recent examples include software stocks experiencing significant drawdowns followed by rapid 16-25% single-day gains. James observes: “An average day with no news, a stock going up 25%… that’s ridiculous.” The team’s approach involves gradual averaging into AI-related positions since September, following detailed sector analysis. “We’ve had calls with them. We wanted to understand the sector better,” Mike explains, demonstrating the value of direct access to portfolio managers who conduct primary research. Memory Chip Stock Opportunities Memory chip manufacturers present compelling valuation opportunities despite recent volatility. The team recently added a position with a forward P/E of just 12, significantly below the S&P 500’s average of approximately 22. Tom notes the stock is “up 300% in the last year” but maintains “earnings to back it.” This disciplined approach to high-growth sectors exemplifies how personalized investment management differs from mass-market strategies that either avoid volatility entirely or chase momentum without fundamental analysis. Learning from Market History: Avoiding Value Traps The Dot-Com Bubble Comparison Drawing parallels to the dot-com bubble provides perspective on current AI valuations. Tom recalls: “People were making fun of Warren Buffett towards the end of the tech bubble… ultimately he had kind of the last laugh.” Not all survivors of market corrections recover equally. Intel, for example, “survived but it took 20 plus years for it to get back to where it was” after the tech bubble burst. This underscores the importance of selectivity even within promising sectors. Management Quality Matters The discussion of Kraft Heinz illustrates how management quality impacts long-term results. Despite being “considered one of the top companies around” with Warren Buffett’s backing, “their management is horrible,” leading to poor strategic decisions and shareholder disappointment. As James concludes: “There’s a reason why CEOs and extremely well, highly talented staff are so highly paid, they’re hard to find.” Key Takeaways for Retirement Investors Kevin Warsh’s Fed leadership could mean higher long-term rates despite lower short-term rates, requiring portfolio adjustments Yield curve steepening creates opportunities in small-cap stocks while pressuring high-multiple growth names Dividend-focused strategies provide income consistency regardless of price volatility Technology sector selectivity matters more than broad exposure, with valuations and earnings fundamentals guiding decisions Management quality and business fundamentals trump thematic investing for long-term success Common sense investments in recognizable companies often outperform obscure “deep value” plays Active portfolio management adapts to rapid market changes while maintaining long-term discipline Frequently Asked Questions How will Kevin Warsh’s Fed leadership affect my retirement portfolio? Warsh’s critical stance on the Fed’s balance sheet and quantitative easing could lead to different interest rate dynamics than previous Fed chairs. Long-term rates may remain elevated even as short-term rates decline, impacting bond valuations and stock multiples. Retirement portfolios should emphasize dividend income and fundamental value rather than relying on Fed accommodation. What is a steepening yield curve and why does it matter? A steepening yield curve occurs when long-term interest rates rise relative to short-term rates. This environment typically benefits small-cap companies that rely on shorter-term financing while pressuring high-valuation growth stocks. For retirement investors, it suggests favoring income-producing assets over growth speculation. Should retirees invest in AI and technology stocks despite volatility? Technology exposure should be sized appropriately for your risk tolerance and income needs. Our approach involves gradual position building in fundamentally sound companies with reasonable valuations, never risking retirement income needs on speculative positions. Direct access to portfolio managers helps navigate these decisions. How do I know if I’m in a value trap versus a true opportunity? Value traps lack the three essential elements: quality management, sustainable earnings, and reasonable business prospects. True opportunities combine all three elements with temporarily depressed valuations. This requires ongoing research and analysis rather than simple valuation metrics. What makes dividend-focused investing effective in volatile markets? Dividend income provides cash flow independent of price fluctuations. As Mike explains, “regardless of what the price is doing… the income stream is still there.” This creates portfolio stability while volatile prices create rebalancing opportunities for patient investors. Take Control of Your Retirement Portfolio Market transitions create both risk and opportunity. The difference between portfolio growth and disappointment often comes down to having personalized investment management with direct access to portfolio managers who actively research positions and adapt to changing conditions. At Dupree Financial Group, our team-based approach means you benefit from comprehensive analysis rather than a single perspective. We focus on income-producing investments, transparent fee structures, and strategies designed specifically for retirees and pre-retirees aged 50 and above. Don’t navigate Fed policy changes and market volatility alone. Call (859) 233-0400 for a complimentary portfolio review or schedule your appointment directly on our website at dupreefinancial.com. Listen to more episodes and insights in our Market Commentary archive. The post How Fed Chair Kevin Warsh Could Impact Your Retirement Portfolio: Interest Rates, Market Volatility, and Investment Strategy appeared first on Dupree Financial.

How Artists Helped Camouflage The MilitaryCamouflage wasn't just engineered. It was designed. From World War I “dazzle ships” to today's complex digital patterns, We trace how creative artists reshaped the look of warfare and changed the way the military thinks about perception, illusion and survival.Guest: Roy R. Behrens, artist, camouflage researcher.Host: Gary PriceProducer: Amirah Zaveri   When Family And Money CollideHelping an adult child can feel like love in action until it quietly turns into dependence. We speak with financial psychologist Blad Klontz to understand how financial support - even when rooted in good intentions - can blur boundaries, strain relationships and create a long-term cycle that's harder to break than most parents expect.  Guests: Brad Klontz, financial psychologist, co-author of Start Thinking Rich.Host: Marty PetersonProducer: Polly Hansen   Viewpoints Explained: The Showdown At The Federal ReserveWhen presidents clash with the Federal Reserve, it's more than political theater, but a test of how independent the nation's central bank really is. We examine why interest rates matter so much and what's at stake when politics collides with the levers of the larger U.S. economy.Host: Ebony McMorrisProducer: Amirah Zaveri   Culture Crash: The Internet's Favorite Song Isn't On StreamingA bonus track no one can officially stream has become one of the internet's most emotional anthems thanks to Tik Tok. We look at Twenty-One Pilots new hit single and why its drawn in millions.Host:  Evan Rook Producer: Evan Rook Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Gold just broke above $5,100 — and almost no one is talking about it.While politicians argue over tariffs, the real story is accelerating stagflation. GDP growth collapsed from 4.4% to 1.4%. Core PCE inflation is rising again. The Fed is openly debating rate cuts while inflation runs 50% above target.This is not a soft landing.Deficits are exploding. Tariff revenue is disappearing. The national debt is surging. The bond market is weakening. And the Federal Reserve is trapped between a weakening economy and rising inflation.That trap has only one historical resolution: monetary expansion.Gold is moving because the market understands what policymakers won't admit. The dollar's purchasing power is deteriorating. Sovereign debt risk is rising. Global capital is repositioning.This is not about daily volatility. It's about systemic imbalance.When growth weakens and inflation accelerates at the same time, the outcome isn't recovery — it's currency stress.Gold is signaling the next phase.Our Sponsors:* Check out GhostBed: https://ghostbed.com/PETER* Check out TruDiagnostic and use my code GOLD20 for a great deal: https://www.trudiagnostic.comPrivacy & Opt-Out: https://redcircle.com/privacy

1.Jeff Bliss reports a deadly avalanche in Lake Tahoe claimed nine lives due to dry uncompacted snow, severe storms are causing heavy snowfall at Donner Pass and flooding the Los Angeles River, while Las Vegas faces declining foot traffic and Los Angeles battles rampant copper wire theft. 12.Jeff Bliss covers California's upcoming gubernatorial jungle primary with Democrat Eric Swalwell and Republican Steve Hilton as early frontrunners, Spencer Pratt challenging Mayor Karen Bass in Los Angeles, and Governor Gavin Newsom positioning himself for a 2028 presidential run on an anti-Trump platform. 23.Gene Marks reports that despite a disappointing fourth-quarter GDP growth rate of 1.4 percent and sluggishness in shipping and chemical sectors, small businesses remain surprisingly resilient with optimism above average and continued hiring plans even as AI integration remains limited. 34.Gene Marks discusses the Supreme Court ruling the administration's April 2025 emergency tariffs unconstitutional, leaving billions in collected funds in limbo, though the administration will likely utilize the Trade Acts of 1962 and 1974 to continue imposing targeted tariffs without congressional approval. 45.Jim McTague reports Lancaster County reflects the national 1.4 percent GDP slowdown with flat retail, consumer price fatigue, and plummeting restaurant traffic due to rising costs and weight-loss drugs, while Washington DC lobbying and local health and construction sectors remain strong. 56.Lorenzo Fiori reports the Milan Winter Olympics are proceeding successfully amidst beautiful snow with rumors of a Donald Trump visit for the hockey finals, while extreme weather has caused dangerous Alpine avalanches and the tragic collapse of the historic Lover's Arch on the Adriatic coast. 67.Bob Zimmerman of Behind the Black reports NASA successfully completed a wet dress rehearsal for the Artemis IImission targeting a March 6th launch, while a NASA report classified Boeing's Starliner failure as a severe Type A emergency prompting tighter control as SpaceX competition thrives. 78.Bob Zimmerman reports Japanese private space startup ispace is struggling with severe engine development problems for its lunar landers, while archival images from New Horizons reveal Pluto's bizarre splotched surface and floating ice mountains, and a newly discovered dim galaxy hints at dark matter's vastness. 89.Sir Max Hastings details the daring glider assault to capture the Orne River bridge, where Major John Howard'stroops achieved total surprise, securing a vital link for British airborne and seaborne forces on D-Day itself. 910.Sir Max Hastings discusses General Montgomery's expanded vision for D-Day and the initial chaos of the airborne landings, noting that despite the shambles at Merville battery, paratroopers' bravery confused German defenders and secured the mission's early vital stages. 1011.Sir Max Hastings highlights Major General Richard Gale's calm leadership during the chaotic airborne drops, with success relying on British deception plans and Rommel's absence preventing early German counterattacks against the beaches on D-Day. 1112.Sir Max Hastings describes specialized armored funnies that supported British landings on Sword Beach, noting that while technically successful, heavy traffic and Montgomery's overly ambitious objectives prevented the Allies from capturing Caen on D-Day. 1213.Henry Sokolski of the Nonproliferation Policy Education Center critiques the inconsistency of threatening war against Iran over its nuclear program while simultaneously considering a deal to allow Saudi Arabia uranium enrichment capabilities under less stringent international oversight. 1314.Veronique de Rugy of the Mercatus Center explains how bipartisan spending on entitlement programs like Social Security and Medicare drives national debt, arguing that American consumers, not foreign nations, primarily bear the economic burden of tariffs. 1415.Professor Richard Epstein of the Hoover Institution analyzes constitutional limits of presidential authority to fire independent agency officials, discussing historical precedents like Humphrey's Executor and critiquing legal reasoning behind maintaining quasi-judicial independence within the executive branch. 1516.Professor Richard Epstein predicts the Supreme Court may strike down tariffs, arguing that trade deficits do not constitute legal emergencies, while also discussing the potential for the Court to preserve the Federal Reserve'sindependence from executive control. 16

Professor Richard Epstein predicts the Supreme Court may strike down tariffs, arguing that trade deficits do not constitute legal emergencies, while also discussing the potential for the Court to preserve the Federal Reserve'sindependence from executive control. 161911 SCOTUS

It's … Indicators of the Week! Our weekly look at some of the most fascinating economic numbers from the news. On today's episode: Why you better hope you retire at juuuust the right time, why the researchers at the Federal Reserve are being scolded by a White House economic advisor, and taking boneless chicken to court. Related episodes: Chicken meat, Gulf of Mexico lawsuit and Social Security beyond the grave Davos drama, credit card caps and tariff truths What would it take to fix retirement? For sponsor-free episodes of The Indicator from Planet Money, subscribe to Planet Money+ via Apple Podcasts or at plus.npr.org. Fact-checking by Sierra Juarez and Corey Bridges. Music by Drop Electric. Find us: TikTok, Instagram, Facebook, Newsletter.  Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy

Welcome back to Impact Theory with Tom Bilyeu! In today's episode, Tom and co-host Drew dive deep into some of the most pressing and controversial issues shaping our world right now—from New York City's fiscal chaos and skyrocketing housing prices to the unexpected ripple effects of government spending and regulation. Together, they break down the math behind budget increases, expose the realities of property tax hikes, and critique the tough choices involving pensions and social services. But the conversation doesn't stop there. Tom and Drew unpack the social and cultural shifts driving young people toward socialism, explore the global consequences of weak leadership and “suicidal empathy,” and even examine headline-grabbing stories like the casting controversy around Joan of Arc and the shadowy mysteries of the Epstein files. Expect hard-hitting insights, candid opinions, and plenty of humor as they question the status quo, challenge mainstream narratives, and urge listeners to stay informed and seek accountability. Tune in for a raw, thought-provoking journey into economics, politics, culture, and technology—plus, find out why Tom thinks Japan's approach to storytelling might just be the secret ingredient Hollywood needs. If you care about the future of society and want to hear bold perspectives on everything from AI safety to government transparency, this is an episode you won't want to miss. What's up, everybody? It's Tom Bilyeu here: If you want my help... STARTING a business: join me here at ZERO TO FOUNDER:  https://tombilyeu.com/zero-to-founder?utm_campaign=Podcast%20Offer&utm_source=podca[%E2%80%A6]d%20end%20of%20show&utm_content=podcast%20ad%20end%20of%20show SCALING a business: see if you qualify here.:  https://tombilyeu.com/call Get my battle-tested strategies and insights delivered weekly to your inbox: sign up here.: https://tombilyeu.com/ ********************************************************************** If you're serious about leveling up your life, I urge you to check out my new podcast, Tom Bilyeu's Mindset Playbook —a goldmine of my most impactful episodes on mindset, business, and health. Trust me, your future self will thank you. ********************************************************************** FOLLOW TOM: Instagram: https://www.instagram.com/tombilyeu/ Tik Tok: https://www.tiktok.com/@tombilyeu?lang=en Twitter: https://twitter.com/tombilyeu YouTube: https://www.youtube.com/@TomBilyeu Quince: Free shipping and 365-day returns at https://quince.com/impactpodShopify: Sign up for your one-dollar-per-month trial period at https://shopify.com/impactKetone IQ: Visit https://ketone.com/IMPACT for 30% OFF your subscription orderIncogni: Take your personal data back with Incogni! Use code IMPACT at the link below and get 60% off an annual plan: https://incogni.com/impactBlocktrust IRA: Get up to $2,500 funding bonus to kickstart your account at https://tomcryptoira.comAquaTru: 20% off your purifier with code IMPACT https://aquatru.com Netsuite: Right now, get our free business guide, Demystifying AI, at https://NetSuite.com/TheoryPique: 20% off at https://piquelife.com/impact Cape: 33% off your first 6 months with code IMPACT at https://cape.co/impact Plaud: Get 10% off with code TOM10 at https://plaud.ai/tom New York City budget, property tax hike, rent freeze, pension costs, social services spending, Democratic socialism, taxation, millionaire exodus, population growth, government spending, housing affordability, home prices, mortgage rates, real estate regulation, zoning restrictions, supply and demand, regulatory costs, Federal Reserve, deficit spending, AI safety, government regulation, authoritarianism, Palantir, Anthropic, Epstein files, impeachment, 9/11 conspiracy, voter ID, Japanese culture, race-swapping in movies, Joan of Arc Learn more about your ad choices. Visit megaphone.fm/adchoices

2-19-261970 IRAN The European Left and the Ukraine Conflict. John Batchelor and Anatol Lieven discuss the European left's evolving stance on the Ukraine war. Facing economic strain, radical leftist parties are prioritizing peace and domestic issues over punishing Russia, driven by historical anti-NATO sentiments and deep skepticism toward European military expansion and the United States. #1 Negotiated Settlements and Expanding Security States. Anatol Lieven explains the European left's growing concerns about the Ukraine war fueling authoritarian security and surveillance measures. While a negotiated settlement requiring Ukraine to surrender the Donbas seems impossible in Kyiv, the conflict risks becoming a prolonged war of attrition dictated by modern drone warfare. #2 Truman, the Fed, and the 1951 Accord. Professor John Cochrane explores the 1951 Treasury-Fed Accordduring the Korean War. Fearing another World War II-style crisis, President Harry Truman pressured FedChairman Thomas McCabe to keep interest rates low. Instead, the Fed fought for its independence to combat inflation, establishing modern monetary policy precedents. #3 Modern Lessons from the Fed-Treasury Accord. Drawing parallels between 1951 and today, John Cochraneexamines the tension between presidential administrations and the Federal Reserve during crises. He emphasizes that the Fed must maintain its independence, warning against perpetually funding government spending and urging a strict focus on inflation control over politically motivated easy money. #4 Peru's Political Crisis and Chinese Influence. Professor Evan Ellis details Peru's chronic political instability following the appointment of its eighth president in eight years. Amidst endemic corruption and a fragmented Congress, the nation is deeply intertwined with Chinese investments, particularly in telecommunications, mining, and the strategically vital, Chinese-controlled deep-water port of Chancay. #5 Cuba's Severe Energy and Economic Collapse. Evan Ellis describes the catastrophic collapse of Cuba'seconomy. Cut off from Venezuelan and Mexican oil, the island faces severe rationing, blackouts, halted public services, and completely collapsed tourism. With millions fleeing the dire conditions, the communist regime's survival is heavily strained as basic resources fail. #6 Border Drone Threats, USMCA, and Venezuela. Evan Ellis discusses the closure of El Paso's airspace due to sophisticated cartel drones. He also highlights the critical necessity of renegotiating the USMCA to preserve Mexico's economy and cooperative security posture. Finally, he notes a surprising US military delegation visit to negotiate with Venezuela's Maduro regime. #7 Guyana's Massive Oil Boom. Evan Ellis highlights the profound economic transformation of Guyana following the discovery of billions of barrels of light, sweet crude oil. Driven by massive investments from ExxonMobil and Chevron, the South American nation serves as a prime example of effective management and foreign partnerships generating transformative national wealth. #8 Israel's Initial Response to the October 7 Atrocities. Following the horrific October 7 attacks by Hamas, Israelileaders reacted with understandable outrage and mobilized forcefully to neutralize the threat. While Hamas is currently severely degraded militarily and controls less territory, the group remains armed and continues to pose an ongoing security challenge fueled by Iranian backing. #9Defining Israel's Deep Political and Demographic Divides. Peter Berkowitz clarifies crucial definitions in Israelipolitics, explaining why a one-state solution would destroy Israel's democratic and Jewish character. He outlines how traditional left-right divisions have morphed into pro- or anti-Netanyahu factions, heavily influenced by religious demographics and the ultra-Orthodox community's contentious role in military service. #10Trump's Middle East Legacy and Israel's Judicial Crisis. Examining the Trump administration's lasting diplomatic legacy, Peter Berkowitz praises the embassy move to Jerusalem, the withdrawal from the flawed Iran deal, and the strategic Abraham Accords. He also analyzes Israel's internal turmoil over its overly activist Supreme Court, which sparked mass protests prior to the ongoing war. #11Confronting the Ignorance Fueling Anti-Israel Protests. Dismantling the arguments of global anti-Israel protesters, Peter Berkowitz highlights their culpable ignorance regarding Israel's defensive sovereignty. He refutes false accusations of colonialism, exposing how Hamas deliberately uses Palestinian civilians as human shields and actively seeks to destroy both the Jewish state and broader Western democratic civilization. #12Viktor Orban's Dangerous Alliances with Russia and China. Facing domestic electoral pressures, Hungarian Prime Minister Viktor Orban manipulatively courts the Trump administration while deepening dangerous alliances with Russia and China. Ivana Stradner explains that Orban leverages these relationships to project global relevance and maintain power, falsely claiming that Hungary is a victim of unavoidable Russian energy dependence. #13Bangladesh's Political Turmoil and Rising Islamist Influence. Following the violent ouster of Prime Minister Sheikh Hasina, Bangladesh faces severe political and economic instability under Tariq Rahman. Sadanand Dhume warns of a concerning Islamic revival, highlighting the growing parliamentary power of the radical Jamaat-e-Islami movement and the critical need to pragmatically repair fractured diplomatic relations with India. #14Justice Scalia and the Unitary Executive Theory. Reflecting on Justice Antonin Scalia's legacy, Professor John Yoodetails the concept of the unitary executive. Scalia powerfully argued that the Constitution vests all executive power directly in the president, warning that independent agencies fragment federal authority, diminish democratic accountability, and disrupt the essential separation of powers. #15The Supreme Court's Threat to Independent Agencies. Analyzing upcoming Supreme Court cases, John Yoopredicts the potential overturning of the historic Humphrey's Executor precedent. Such a ruling would fundamentally dismantle the protections shielding independent agencies like the Federal Trade Commission from direct presidential control, sparking a massive structural revolution within the federal government's executive branch. #16

In this episode, Elliot Berman and John Byrne break down the major developments from the February FATF Plenary, including Kuwait and Papua New Guinea joining the Grey List and updates on evaluations for Austria, Italy, and Singapore. They also explore FATF leadership changes and the reiteration of Russia's suspension. The conversation moves into rising crypto-enabled human trafficking networks highlighted in a new report from Chainalysis, Cambodia's large-scale crackdown on fraud centers, and several key U.S. regulatory updates. These include FinCEN's new CDD “exceptive relief,” the rollout of a whistleblower portal, and the OCC's proposed changes to the bank appeals process. Elliot and John also discuss recent law enforcement actions, Supreme Court efforts to strengthen conflict-of-interest checks, and a Federal Reserve governor's insight into how AI may reshape the labor market.

What's the state of the economy now? How much of the latest GDP growth is driven by capex? In this episode, Liz Ann Sonders and Kathy Jones discuss the release of the latest Fed minutes, mixed signals on inflation and unemployment, and weakness in the survey data itself.  Then, Liz Ann and Kathy are joined by Kevin Gordon, Schwab's head of macro research and strategy. Kevin shares his perspective on the overall backdrop in the context of the latest GDP report from the fourth quarter and the impact of tariffs. He and Liz Ann also discuss the various phases of the AI rollout. Additionally, they consider how slowing immigration and labor force growth could become structural constraints on long‑term GDP expansion. You can read the article that Liz Ann and Kevin wrote titled “Cascade: AI's Latest Phase” on Schwab.com. 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 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. 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. Diversification strategies do not ensure a profit and do not protect against losses in declining markets. 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  (0226-EEP7)   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Federal Reserve influences financial conditions through the federal funds market, a private market consisting of unsecured overnight interbank transactions. As the locus of money markets moves away from fed funds and more towards repos and SOFR, Dallas Fed President Lorie Logan has argued the current policy regime no longer suits the financial system. In this episode, we talk with Bill Nelson, Chief Economist and Chief Research Officer at the Bank Policy Institute, about the shifting nature of the fed funds market, what it would take to revive fed funds, and some alternative approaches to short-term rate policy.

Welcome back to Impact Theory with Tom Bilyeu. In today's episode, we're joined by economist Peter St-Onge, whose remarkable journey began with early investment success, only to be wiped out in the 2000 dot-com crash and lead him to reinvent himself as a bartender in Japan and eventually earn a PhD in economics. Together, Tom Bilyeu and Peter St-Onge dive deep into the mechanics behind market booms and busts—from dot-com to the rise of AI—exploring how economic forces like Federal Reserve policies, tariffs, regulations, and the ever-controversial debate between Keynesian and Austrian economics shape our financial landscape. You'll hear Peter St-Onge break down why asset holders consistently come out ahead, discuss the looming threats and unlikely contenders to the US dollar as the world's reserve currency, and weigh in on the real impact of government intervention. If you've ever wondered how to invest wisely in today's volatile market, see through the headlines, or navigate a system that seems rigged for the rich, this episode offers rare clarity—and actionable advice—for surviving and thriving in uncertain times. Stay tuned as we untangle the web of economic forces affecting us all and provide the insights you need to make legendary moves. Follow Peter St-Onge:X (Twitter): https://twitter.com/profstongeSubstack: https://profstonge.substack.com What's up, everybody? It's Tom Bilyeu here: If you want my help... STARTING a business: join me here at ZERO TO FOUNDER:  https://tombilyeu.com/zero-to-founder?utm_campaign=Podcast%20Offer&utm_source=podca[%E2%80%A6]d%20end%20of%20show&utm_content=podcast%20ad%20end%20of%20show SCALING a business: see if you qualify here.:  https://tombilyeu.com/call Get my battle-tested strategies and insights delivered weekly to your inbox: sign up here.: https://tombilyeu.com/ ********************************************************************** If you're serious about leveling up your life, I urge you to check out my new podcast, Tom Bilyeu's Mindset Playbook —a goldmine of my most impactful episodes on mindset, business, and health. Trust me, your future self will thank you. ********************************************************************** FOLLOW TOM: Instagram: https://www.instagram.com/tombilyeu/ Tik Tok: https://www.tiktok.com/@tombilyeu?lang=en Twitter: https://twitter.com/tombilyeu YouTube: https://www.youtube.com/@TomBilyeu Quince: Free shipping and 365-day returns at https://quince.com/impactpodShopify: Sign up for your one-dollar-per-month trial period at https://shopify.com/impactKetone IQ: Visit https://ketone.com/IMPACT for 30% OFF your subscription orderIncogni: Take your personal data back with Incogni! Use code IMPACT at the link below and get 60% off an annual plan: https://incogni.com/impactBlocktrust IRA: Get up to $2,500 funding bonus to kickstart your account at https://tomcryptoira.comAquaTru: 20% off your purifier with code IMPACT https://aquatru.com Netsuite: Right now, get our free business guide, Demystifying AI, at https://NetSuite.com/TheoryPique: 20% off at https://piquelife.com/impact Cape: 33% off your first 6 months with code IMPACT at https://cape.co/impact Plaud: Get 10% off with code TOM10 at https://plaud.ai/tom AI bubble, dot-com crash, Federal Reserve, interest rates, Austrian economics, Keynesian economics, money printing, inflation, stock market, business cycles, regulation, tariffs, US national debt, global reserve currency, gold standard, BRICS currency, quantitative easing, asset values, K-shaped economy, boom-bust cycle, deglobalization, trade barriers, manufacturing in the US, economic forces, store of value, economic recession, liquidity, federal government spending, bailouts, central banking Learn more about your ad choices. Visit megaphone.fm/adchoices

Modern Lessons from the Fed-Treasury Accord. Drawing parallels between 1951 and today, John Cochrane examines the tension between presidential administrations and the Federal Reserve during crises. He emphasizes that the Fed must maintain its independence, warning against perpetually funding government spending and urging a strict focus on inflation control over politically motivated easy money. #41918 VERDUN

We will break down the foundational concept of asset allocation and why deciding how to divide your capital across different asset classes is statistically more important than picking individual winning assets.Today's Stocks & Topics: Credo Technology Group Holding Ltd (CRDO), Netflix, Inc. (NFLX), Market Wrap, Lyft, Inc. (LYFT), The "Core and Explore" Portfolio Strategy, DraftKings Inc. (DKNG), Riskified Ltd. (RSKD), Federal Reserve and Inflation, Gold, Crane Company (CR), Taiwan Semiconductor Manufacturing Company Limited (TSMC).Our Sponsors:* Check out Anthropic: https://claude.ai/invest* Check out Quince: https://quince.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

In this episode of Money Moves, Matty A. and Ryan Breedwell break down one of the most confusing economic environments in recent memory. Stocks are pushing higher, housing activity is slowing, and crypto is experiencing major volatility — all at the same time. So what's really happening beneath the surface?They unpack the disconnect between asset classes, what the data is signaling about liquidity and risk appetite, and whether markets are pricing in a soft landing… or ignoring deeper structural cracks forming in the economy.If you've been wondering why markets feel strong while economic headlines feel shaky, this episode connects the dots.Topics CoveredWhy equities continue to rally despite mixed economic signalsThe growing weakness in housing and what falling activity really meansCrypto volatility and what it signals about liquidity and speculationThe role of interest rates and Federal Reserve policy in asset pricingConsumer strength vs. underlying debt stressMarket psychology: optimism, complacency, or smart money positioning?Liquidity cycles and how they impact stocks, housing, and crypto differentlyWhether this is late-cycle euphoria or early-cycle positioningWhat investors should be watching over the next 3–6 monthsEpisode Sponsored By:Discover Financial Millionaire Mindcast Shop: Buy the Rich Life Planner and Get the Wealth-Building Bundle for FREE! Visit: https://shop.millionairemindcast.com/CRE MASTERMIND: Visit myfirst50k.com and submit your application to join!FREE CRE Crash Course: Text “FREE” to 844-447-1555FREE Financial X-Ray: Text  "XRAY" to 844-447-1555

A new study is challenging one of the biggest narratives around tariffs — and the implications could directly affect inflation, interest rates, and your real estate portfolio. Research from the Federal Reserve Bank of New York finds that Americans are paying nearly 90% of recent tariffs, not foreign exporters. In other words, higher import taxes are largely flowing through to U.S. consumers and businesses. Why does that matter? Because when prices rise, inflation stays elevated. And when inflation runs hot, the Federal Reserve may delay rate cuts — keeping mortgage rates higher for longer. In this episode, Kathy Fettke breaks down what the data actually says, how tariffs influence Fed policy, and what it means for borrowing costs, housing demand, and real estate investors in 2026.

The U.S. economy is creating wealth… but not many jobs. At the same time, AI is spreading across the workplace, yet most employees still don't trust it to run without human oversight. In today's episode of Future Ready Today, I break down the signals behind the "jobless boom," what the Federal Reserve is warning leaders about, why the job-switching pay premium is collapsing, and the rise of AI agents that can literally hire humans to do real-world work. Stories covered: Only 17% trust workplace AI without human oversight The shrinking job-hopping premium and the loyalty tax The Fed's three AI labor-market scenarios (including a "jobless boom") Growth without jobs: investment, output, and the widening GDP–jobs gap AI agents hiring humans: the rise of the "Human API" economy  

SCOTUS:: Guest: Richard Epstein. Epstein analyzes the legal implications of President Trumpfiring Federal Reserve governor Lisa Cook, debating the limits of the unitary executive power.1889 SCOTUS

Guest: John Tamny. Using Elon Musk's ventures, Tamny illustrates that credit naturally seeks talent and innovation, arguing that Federal Reserve interest rates do not impact high-risk startups.