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The national debt crisis is no longer a political problem—it's an investment bomb that will drive up your interest rates and throttle private sector growth.Today's Stocks & Topics: Centrus Energy Corp. (LEU), Market Wrap, Jones Soda Co. (JSDA), Occidental Petroleum Corporation (OXY), Stocks on Sale, “The Nation's Unsustainable Fiscal Path”, State Street Industrial Select Sector SPDR ETF (XLI), China's Energy Supply, Teck Resources Limited (TECK), Prediction Markets.Our Sponsors:* Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com* Check out Incogni: https://incogni.com/investtalk* Check out Invest529: https://www.invest529.com* Check out NordProtect: https://nordprotect.com/investalk* Check out Progressive: https://www.progressive.com* Check out Quince: https://quince.com/INVEST* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands
Federico comenta con Luis F. Quintero la multa a Airbnb y el informe que retrata el caos fiscal en España.
In this episode of the Canadian Investor Podcast, we discuss a viral tweet about paying off a low-rate mortgage sparked a familiar debate — invest or kill the mortgage? For Canadians, the answer isn’t nearly as simple. With higher renewal rates, stretched market valuations, and taxes in the mix, the math has quietly shifted. We break down when investing still makes sense, when paying down a mortgage becomes a compelling risk-free return, and why today’s market environment looks very different from the last decade. We also dig into where value can still exist in an expensive market — including a deep dive into a Canadian apartment REIT that’s been hit hard despite strong fundamentals. Is this a classic “blood in the streets” setup, or a value trap? Tickers of stocks discussed: CAR-UN.TO Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.
Michigan State Rep. Matt Maddock, Republican leader from the 51st House District and vice chair of the House Appropriations Committee, joins the show to talk about his work pushing back against excessive spending in the latest Democrat-led budget. He explains why he and his GOP colleagues moved the appropriations committee to disapprove specific spending items, hold the line on taxpayer dollars, and cut wasteful “slush fund” spending that doesn't reflect traditional, common-sense Michigan values of fiscal responsibility. Rep. Maddock's efforts are about accountability, transparency, and putting Midwestern families first
There's a view that New Zealand's still a while away from being a 'rockstar' economy. Half Year Economic and Fiscal Update documents are coming out early this afternoon, carrying key economic metrics. Treasury's also releasing a Budget Policy Statement outlining priorities for upcoming spending. Former Finance Minister Steven Joyce told Heather du Plessis-Allan it was a pretty average year for the economy, and next year looks to be better. Joyce says getting core spending below 30% of GDP is the goal, but it won't happen overnight. He says Bill English spent eight years after the Canterbury quakes and the global financial crisis wrestling to get back into surplus. LISTEN ABOVE See omnystudio.com/listener for privacy information.
The Government's Half Year Economic and Fiscal Update is due to be unveiled to the nation tomorrow, and the Finance Ministers outlined her expectations. Experts have speculated a projected surplus will be pushed back from 2029 by another year, and Prime Minister Chris Luxon tempered expectations earlier today. Finance Minister Nicola Willis says 'fiscal discipline' will see New Zealand's economy keep growing in the coming months. "Importantly, I also get to update the Treasury's economic forecasts and that's what shows the picture for more job creation, income growth into the future, and people doing better." LISTEN ABOVESee omnystudio.com/listener for privacy information.
Monetary and fiscal policy are strictly related. But within the euro area monetarypolicy has unexpectedly led to huge and surreptitious fiscal trasfers via Target 2 and the commercial bank reserves. Professor Hanno Lusting from Stanford University with a team of economists has highlighted and calculated the magnitude of these transfers. In this episode we discuss with him the economic and political implications.Diventa un supporter di questo podcast: https://www.spreaker.com/podcast/inglorious-globastards-podcast--4600745/support.
The Government's Half Year Economic and Fiscal Update is due to be unveiled to the nation tomorrow, and the Finance Ministers outlined her expectations. Experts have speculated a projected surplus will be pushed back from 2029 by another year, and Prime Minister Chris Luxon tempered expectations earlier today. Finance Minister Nicola Willis says 'fiscal discipline' will see New Zealand's economy keep growing in the coming months. "Importantly, I also get to update the Treasury's economic forecasts and that's what shows the picture for more job creation, income growth into the future, and people doing better." LISTEN ABOVESee omnystudio.com/listener for privacy information.
When today's guest was on this channel earlier this year, he warned that a 'triumvirate" of three massive asset price bubbles -- in credit, real estate and stocks -- threatened to take down our fragile economy and dash the retirement hopes for millions.Since then, the bubbles have only expanded.Will they expand further -- or pop -- in 2026?To find out, we have the great good fortune to welcome money manager Michael Pento back to the program.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#bonds #stocks #housingmarket _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.
En este episodio, conversamos con el Dr. Juan Korody, presidente de la Asociación Venezolana de Derecho Tributario, sobre cómo la carga fiscal impacta directamente el bolsillo de las familias venezolanas. Analizamos la delgada línea entre la corresponsabilidad ciudadana y la falta de confianza institucional, y exploramos si los incentivos fiscales son la clave para la diversificación económica del país en un entorno de alta volatilidad. Un análisis profundo sobre la realidad fiscal que nos afecta a todos¡Suscríbete para no perderte el debate! Los incentivos fiscales son la herramienta de moda. Analizamos si son un verdadero motor económico o un simple costo para el Estado.
Chris Markowski, the Watchdog on Wall Street, discusses various pressing economic issues, including the role of government in economic growth, the impact of tariffs, state governance, immigration, and drug trafficking. He emphasizes the importance of financial freedom and the need for individuals to take charge of their economic futures while critiquing government policies that hinder growth and prosperity.
Who makes a self-destructing phone? Find out on this week's PlayingFTSE Show!There's nothing good to report from the Ashes, so the Steves are sticking to the stock market this week. Unfortunately, there's nothing good to report there, either…Todd Combs isn't going to be Warren Buffett's long-term replacement. He's leaving for a job at J.P. Morgan, but should Berkshire Hathaway shareholders be worried?Steve W takes a look at what Todd has done, hasn't done, and might or might not have done to figure this one out. And Steve D has an idea of who might be a good replacement…Stride is a new stock for the show, but in a familiar industry. It's involved in online learning and – like another name in the sector – it's down 54% this year.Steve D thinks there's a lot of potential, though. Looking past an operational mishap this year, the firm's courses come with real accreditations, which might be hard to emulate…Adobe shares are up following the company's latest earnings report – but only just. And despite 10% revenue growth, the stock is still well down over the last 12 months.Strong uptake of AI products is keeping growth strong for the time being. But is this sustainable – and does it make the stock a buy at a price-to-earnings (P/E) ratio of 21?Steve D has been having another look at Synopsys. It's been a while since we talked about this one, but software for semiconductors has been running very strong recently. The stock is expensive, but not outrageously so and it's in a duopoly where both firms manage 80% gross margins. Add in an acquisition and its starts getting interesting…Only on this week's PlayingFTSE Podcast!► Get a free fractional share!This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.When investing, your capital is at risk and you may get back less than invested.Past performance doesn't guarantee future results.► Get 15% OFF Fiscal.ai:Huge thanks to our sponsor, Fiscal.ai, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at Fiscal.ai!https://fiscal.ai/?via=steve► Follow Us On Substack:Sign up for our Substack and get light-hearted, info-packed discussions on everything from market trends and investing psychology to deep dives into different asset classes. We'll analyze what makes the best investors tick and share insights that challenge your thinking while keeping things engaging.Don't miss out! Sign up today and start your journey with us.https://playingftse.substack.com/► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse(All proceeds reinvested into the show and not to coffee!)► Timestamps:0:00 INTRO & OUR WEEKS7:03 TODD'S TODDLING OFF21:37 STRIDE42:33 ADOBE56:24 SYNOPSYS► Show Notes:What's been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that's accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy► Wanna get in contact?Got a question for us? Drop it in the comments below or reach out to us on Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com► Disclaimer: This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.
El jefe del equipo negociador del Gobierno en estos diálogos de paz dejó claro ese punto de pagar cárcel que ya se está discutiendo en la mesa de conversaciones y con la Fiscalía
This episode examines markets through the lens of uncertainty rather than prediction. As the Federal Reserve delivers a rate cut amid dissent and conflicting signals, Alan and Mark explore what it means for systematic investors navigating noisy data, fragile liquidity and shifting regimes. The conversation moves from Fed credibility and term premia to bubbles, leverage and the limits of valuation in an environment shaped by narratives as much as fundamentals. Along the way, they return to a core question at the heart of systematic investing: when uncertainty rises and explanations multiply, should prices remain the final arbiter of risk, signal and portfolio design?-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Mark on Twitter.Episode TimeStamps:00:00 - Introduction to the Systematic Investor series00:23 - Market context and recent CTA performance02:41 - Initial reactions to the Fed decision and rate cut03:12 - A messy Fed and the problem of dissenting signals06:48 - Inflation, growth projections and policy uncertainty08:31 - Signal versus noise in systematic trading models11:22 - Employment data revisions and confidence in fundamentals13:10 - Bond valuation, term premia and the question of safe assets16:30 - Fiscal dominance, inflation risk and portfolio fragility19:29 - Prices versus value and the limits of interpretation22:47 - Narratives, reflexivity and momentum in markets28:07...
Repasamos la actualidad de la semana de la mano de Hans-Günter Kellner, Ana Fuentes, Íñigo Domínguez y Mathieu de Taillac. Además, Carlos Castresana, fiscal en el Tribunal de Cuentas y uno de los mayores especialistas en derechos humanos, nos presenta el libro que ha escrito 'Bajo las togas. Errores judiciales y otras infamias'.
Escucha el podcast del programa La Voz de la Fiscalía a través de CDN Radio, en Santo Domingo, República Dominicana correspondiente al sábado 13-diciembre-2025.
Confira a conversa entre José Márcio Camargo, economista-chefe da Genial Investimentos, e Fabio Kanczuk, diretor de Macroeconomia da ASA, sobre os rumos da economia. O debate aborda a política comercial e os juros nos EUA, além do impacto da Inteligência Artificial no PIB americano. No cenário nacional, há uma análise da política fiscal expansionista, a tolerância do mercado com a dívida pública e as expectativas para a Selic sob a atuação de Gabriel Galípolo no Banco Central.
As The Bid takes a short break for the holidays, we're introducing listeners to Market Take, the weekly macro podcast from the BlackRock Investment Institute. Market Take offers fast, digestible insights on what's moving markets - and this week, the focus is squarely on the labor market.Senior Economist Nicholas Fawcett breaks down why softer U.S. labor data is reinforcing expectations for another potential Federal Reserve rate cut. With hiring and labor supply both cooling, policymakers are watching these trends closely as they navigate the balance between inflation control and economic resilience. Nicholas also explores how delayed jobs data complicates the Fed's visibility into the economy, what markets are pricing in ahead of the December meeting, and how fiscal dynamics in the UK are shaping long-term bond views.Whether you're tracking monetary policy, macro signals, or broader capital markets trends, this short episode offers a concise view of the forces shaping the economic backdrop.Key Insights· The U.S. labor market is softening, raising the likelihood of another Fed rate cut.· Payrolls show a “no hiring, no firing” pattern as labor demand and supply slow.· Delayed jobs data may create noise, but markets still expect a quarter-point cut.· Fiscal tightening in the UK influences gilt valuations and long-term yield dynamics.· Labor market trends, inflation, and rates continue to guide broader market sentimentlabor market, inflation, interest rates, Federal Reserve, capital markets, macro trends, market commentary, economic outlookThis content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to any company or investment strategy mentioned is for illustrative purposes only and not investment advice. In the UK and non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. For full disclosures, visit blackrock.com/corporate/compliance/bid-disclosures.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(00:00) Introduction(00:28) Major News: Netflix's Bid for Warner Bros.(21:57) Listener Question: Multi-Bagger Investment Strategies(23:51) Identifying High-Potential Asymmetrical Bets(40:50) Analyzing Share Buybacks and Growth Prospects(42:53) Leadership Changes at Berkshire Hathaway(45:09 Speculations on Berkshire's Investment Strategy(47:56) Berkshire's Cash Reserves and Investment Dilemmas(51:24) Rapid Fire Earnings Review: Remitly and Adobe(58:48) Nintendo's Market Position and Future Prospects(01:02:08) SpaceX IPO Speculations and Market Implications*****************************************************Subscribe to Emerging Moats Research: emergingmoats.com *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
Julio Midolo, abogado del expresidente Pedro Pablo Kuczynski, sostuvo que el Ministerio Público no ha conseguido testimonios o documentos que sustenten la acusación contra el exmandatario de presunta corrupción en el otorgamiento del proyecto Eje Multimodal del Amazonas Norte (Carretera IIRSA Norte) a Odebrecht, durante el gobierno de Alejandro Toledo. Según la acusación fiscal, Kuczynski aprovechó su condición de ministro de Economía y Finanzas y presidente del Consejo Directivo de Proinversión para sostener reuniones con Jorge Henrique Simoes Barata, a fin de favorecer los intereses de la constructora Odebrecht, con el otorgamiento del contrato de concesión, lo que originó un perjuicio económico al Estado por más de 108 millones de soles.
A manutenção da Selic em 15% levanta uma questão que ninguém no mercado pode ignorar: até quando a economia brasileira aguenta esse aperto?Neste vídeo, analisamos a pressão sobre inflação, crédito, inadimplência e o impacto do fiscal — além do que realmente esperar dos primeiros cortes em 2026.Também revisito o histórico dos presidentes do Banco Central e faço um balanço sincero sobre a atuação de Gabriel Galípolo.Um panorama completo e direto sobre o que vem pela frente para juros, mercado e sua renda.
Pendientes del estado de la mujer de 38 años que se encuentra hospitalizada grave en un hospital de Granada tras ser agredida presuntamente a manos de su expareja. Hoy ahondaremos acerca de las pautas que los expertos nos dictan seguir si conocemos o sospechamos que un menor pueda estar sufriendo algún tipo de violencia..tras los últimos acontecimientos que hemos conocido. La investigación abierta por la Fiscalía de Andalucía tras las denuncias recibidas sobre los fallos detectados en el programa de cribado del cáncer de mama continúa pendiente del resultado de los informes solicitados a la Consejería de Sanidad.Mientras seguimos muy atentos de Bruselas donde los pescadores de arrastre del Mediterráneo auguran malas noticias del consejo de ministros...ante el drástico recorte de días de faena que vaticinan. En un viernes 12 de diciembre histórico para la Universidad de Sevilla. Ha tomado posesión la primera rectora mujer en sus más de 5 siglos de historia. Escuchar audio
Los rasgos opresivos de este cerco fiscal, consisten en que los indiciados por el SAT no tienen posibilidad de defenderse de las acusaciones, y pueden ir a la cárcel al ser acusados, antes de un juicio o de una discusión de pruebas
Uno de los puntos clave aclarados por el abogado es el rol del mensajero que entregó las frambuesas contaminadas. Majer Abushihab enfatizó que el mensajero fue instrumentalizado y que la Fiscalía tiene esto "muy develado". See omnystudio.com/listener for privacy information.
Abdul Al Assad, founder of Basic Capital, joins the show to discuss why people deserve more leverage in their retirement portfolios. A smart man once said that "men go broke over ladies, liquor, and leverage." Abdul articulates a different version of leverage; specifically medium duration (10 year) non callable, non recourse leverage. In the episode Abdul acknowledges the potential for large market to market drawdowns. That said, he challenges the listeners to think through the long-term implications of what he is saying.We hope you enjoy the discussion. Sponsorship InformationThank you to Trata for sponsoring the show.If you're listening to this podcast, you'll like Trata. Trata is buyside to buyside conversations on individual stocks. Trata makes finding a bull or bear on any stock as easy as clicking two buttons. Over 125 funds globally contribute that collectively cover 2000+ tickers. Trata raised over $3mm coming out of Y Combinator. Before you would track 13Fs, now you can understand what funds are actually thinking. You can join as a lurker or you can join as a contributor and Trata will pay you hundreds of dollars per call. For a free trial, go to trytrata.com/brew OG Sponsor Shoutout!Thank you to Fiscal.ai for sponsoring the show. DISCOUNT INFO: If you use the affiliate link fiscal.ai/brew, you will automatically get 2 weeks of Fiscal Pro for Free and if you find that you want to upgrade, my link will get you 15% off any paid plans. About Fiscal.aiFiscal.ai is the complete modern data terminal for global equities.The Fiscal.ai platform combines a powerful user experience with all the financial data capabilities that professional investors need. Users get up to 20 years of historical financials for all stocks globally that they can easily chart, compare, or export into their own models. And unlike legacy data terminals where it can take hours or even days, Fiscal.ai's data is updated within minutes of earnings reports. Fiscal.ai also tracks all the company-specific Segment & KPI data so you don't have to. Like to track Amazon's Cloud Revenue? They've got it.How about Spotify's premium subscribers? Or Google's quarterly paid clicks?They've got all of it.
In this episode of the Canadian Investor Podcast, EQ Bank announced a major acquisition on the same day as earnings — buying PC Financial and locking in an exclusive partnership with PC Optimum. We break down what the deal really means, why Loblaw becoming a major shareholder matters, and how this positions EQ Bank against Canada’s much larger incumbents. We also dig into earnings from TD and Royal Bank, where strong capital markets are masking softer lending conditions — and why 2026 could look very different for Canadian banks. Are we nearing a reset year? Finally, we cover BRP’s latest results and what looks like a classic cyclical recovery: improving margins, inventory normalization, rising market share, and upgraded guidance — even as the broader consumer picture remains uneven. Tickers of stocks discussed: EQB.TO, TD.TO, RY.TO, DOO.TO Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.
Nobel, polémicas y Luis Gilberto Murillo Sin AnestesiaEscuche el episodio del 10 de diciembre de 2025. En La Luciérnaga, mezcla extraña de realidad y ficción, hablamos del Nobel de Paz, el temblor político por los escándalos del Gobierno, el debate del salario mínimo y la crisis entre Petro y la Fiscalía. Además, Sin Anestesia con el candidato Luis Gilberto Murillo quien nos habló de su historia, sus decisiones más polémicas, su visión del país y sus posibles alianzas rumbo al 2026.
Luis Fernando Mejía, director saliente de Fedesarrollo, prevé un “ajuste fiscal muy importante” para el próximo presidente de Colombia.
Escucha este programa en vivo por Radio Actitud 100.9FM todos los Lunes a las 6:00 PM hora de Guatemala
Niels and Alan sit down with BlackRock's Jeff Rosenberg to examine how the post Covid shift from too little to too much inflation is reshaping portfolios. Jeff explains why bond and equity correlations have changed, why fixed income is drifting back toward income rather than pure diversification, and how fiscal pressure and soft financial repression may influence rates. They explore what systematic really means at BlackRock, from trend ETFs and defensive alpha to market breadth and execution. The conversation ends with the rise of liquid alternatives, whole portfolio thinking and growing equity concentration risk.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Alan on Twitter.Follow Jeff on LinkedIn.Find out more about DUNN CapitalEpisode Timestamps:00:00 - Introduction, Jeff's role at BlackRock Systematic and setting the agenda04:09 - From too little to too much inflation and the end of divine coincidence09:32 - Wage dynamics, “prices are too high” and persistent, not resurgent, inflation14:48 - Bond equity correlation, the changing role of fixed income and income versus diversification19:55 - Fiscal dominance, debt loads and the risk of soft financial repression25:21 - What “systematic” means at BlackRock across beta, factors and pure alpha30:44 - Trend as a systematic return stream and why...
Federico analiza las declaraciones de Sánchez asegurando, tras conocer la sentencia del TS al fiscal general, que Ayuso debe pedir perdón.
As America's debt climbs and the danger of a fiscal crisis grows, is it time to add a constitutional guardrail? In Fiscal Democracy in America, Kurt Couchman proposes a principles-based balanced budget amendment (BBA) to address the persistent deficits in Washington in a flexible and politically feasible manner. Marc Goldwein draws on his experience in fiscal commissions and provides a challenge to the BBA as a silver-bullet solution to America's fiscal crisis.How could a principles-based BBA work, and how would it handle entitlement programs, recessions, and crises? Why did previous attempts at a BBA fail, and what makes a principles-based BBA different? Is a BBA just a distraction from adopting specific policy reforms? And if an amendment were adopted, do other reforms need to occur to complement its implementation? Join us for a discussion with Kurt Couchman and Marc Goldwein, moderated by Romina Boccia. Hosted on Acast. See acast.com/privacy for more information.
La condena al Fiscal General del Estado, Álvaro García Ortiz es un fallo que ha dividido al Tribunal Supremo y encendido a
El 70% de la droga que se comercializa a nivel mundial transita por Ecuador, ha afirmado el mandatario Daniel Noboa, cuya familia ha sido señalada por medios investigativos de estar involucrada en el tráfico de cocaína hacia Europa. RFI habló con Andrés Durán, periodista ecuatoriano que ha huido del país tras recibir amenazas por haber denunciado los vínculos entre la compañía bananera Noboa Trading y el narcotráfico. En 2023, el periodista Andrés Durán obtuvo documentos relativos a la incautación de centenas de kilos de cocaína en el puerto de Naportec, Guayaquil, en camino hacia Europa. "Empiezo a comprender la dinámica del crimen organizado a través del tráfico de cocaína camuflada en contenedores de banano", recuerda. Esto ocurrió antes de que Daniel Noboa fuera elegido presidente. Noboa Trading es la empresa de la familia del mandatario, le pertenecía al padre y ahora el grupo Noboa tiene control sobre el cultivo, el empaque y el transporte de banano de exportación. "Básicamente me termino chocando con el primer caso, en el año 2020, de un contenedor que fue exportado a un puerto de Croacia. Ese fue el primer hallazgo. Tuvo una parada en Polonia y empiezo yo a identificar la ruta que hacían los contenedores de banano", explica Durán. "En la práctica, son tres contenedores que fueron 'contaminados' entre comillas, con cocaína. Los casos se dan en los años 2020, 2022 y 2024". Tras las incautaciones, se detiene siempre al mismo contratista encargado del control antinarcóticos de los contenedores, un hombre llamado José Luis Rivera Baquerizo, que Andrés Durán asegura ser un hombre humilde usado por los directivos de la empresa. "Es el único procesado en los tres casos", dice. "¿Cómo una persona con una discapacidad física del 52% logró cargar solo cerca de media tonelada de cocaína? Recibió el apoyo y la ayuda de otras personas que permitieron generar la contaminación. La empresa y el gobierno de Noboa alegan que fue una especie de gancho ciego, es decir, que la compañía no tenían idea de que fueron contaminados. Y si la Fiscalía dice que el único procesado es este señor, que expliquen cuál fue el modus operandi". ¿Gancho ciego? Daniel Noboa niega las denuncias y responde que la empresa ha cooperado con la justicia. El abogado de Rivera Baquerizo es un asesor de Daniel Noboa. El sospechoso fue dejado en libertad en cada caso, en procesos que Durán califica de turbios, porque habría forma de evidenciar cuando y cómo llegó la droga a la carga. "Cada contenedor tiene un aparato que se conoce como 'Recorder', que monitorea en tiempo real la temperatura del contenedor. Entonces, el momento en el que se abre un contenedor, el Recorder, registra esa apertura. Ninguna de esas pericias se hicieron, aunque eran responsabilidad de la Fiscalía General del Estado". Durán apunta un prontuario de irregularidades que gravitaron alrededor del proceso, como fiscales removidos de los casos o perfiles dudosos. "Por ejemplo que el fiscal de la primera causa de tráfico de cocaína de la compañía Noboa Trading es el mismo fiscal que emitió un dictamen absentivo, es decir, que se abstuvo de acusar a uno de los líderes de la banda delictiva Los Águilas, involucrado de manera directa con los Choneros: Junior Roldán, alias JR", afirma. En marzo de 2025, Andrés Durán anunció que las amenazas de muerte en su contra lo obligaron a exiliarse en el exterior.
El Tribunal Supremo ya ha explicado por qué condena al fiscal general del Estado. Aunque no hay una prueba directa, cinco de los siete magistrados creen que Álvaro García Ortiz cruzó una línea roja: filtró un correo confidencial del abogado de Alberto González Amador y luego “oficializó” esa filtración con una nota de prensa de la Fiscalía. Por el contrario, las magistradas Ana Ferrer y Susana Polo sostienen lo contrario: que el comunicado no es delito y que no hay pruebas suficientes para condenar a García Ortiz. Irene Dorta, periodista de EL PAÍS experta en tribunales, explica las claves de esta sentencia polémica. Hablamos también con Manuel Cancio, Catedrático de Derecho penal en la Universidad Autónoma de Madrid. Si tienes quejas, dudas o sugerencias, escribe a defensora@elpais.es o manda un audio a +34 649362138 (no atiende llamadas). CRÉDITOS: Realizan: Víctor Rojo y Ana Fuentes Con información de: Irene Dorta Presenta: Ana Fuentes Diseño de sonido: Nicolás Tsabertidis Coordinación: José Juan Morales Dirección: Ana Alonso Sintonía: Jorge Magaz
On this episode of Chit Chat Stocks, we talk with Abdul Al-Asaad, founder of Basic Capital. You may have seen this company and its viral introductory video on its debt-driven 401k product, which sparked heated debates across the financial world. So, we wanted to sit down and interview Abdul about what Basic Capital is actually doing. We discuss:(00:00) Introduction(06:27) Innovative Financing in the 401k Space(13:20) Understanding Debt Structures and Risk Management(20:19) Investment Strategies and Asset Allocation(30:41) Customizing Investment Strategies(31:28) Identifying the Ideal Customer(33:45) Understanding the 401k Landscape(37:04) Building a Product for Workers(38:47) Exploring Risk and Leverage(45:15) Basic Capital's Business Model(52:15) The Ideal Investment Portfolio*****************************************************Sign up for our stock research service, Emerging Moats: emergingmoats.com *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
In this episode of DC EKG with Joe Grogan: A Healthcare Policy Podcast, Joe sits down with health economist Tony LoSasso to dissect what serious, workable Obamacare reforms could look like without blowing up the Affordable Care Act entirely. They dig into the structure of healthcare subsidies, why current premium tax credits dull price sensitivity, and how that undermines insurance competition, drives up healthcare costs, and threatens the law's fiscal sustainability. Tony lays out a path to modernize the ACA with defined-contribution-style subsidies, patient-directed “health freedom” accounts, and targeted support for people with preexisting conditions through high-risk pools, rather than hiding transfer programs inside community-rated premiums. Along the way, they tackle essential health benefits, community rating, Medicare pricing, certificate-of-need laws, and growing hospital market concentration, and ask what a real bipartisan healthcare reform deal might look like in today's political climate.
Thomas English talks with Nevada City Manager Gary Edwards about various happenings in the city of Nevada. Topics include the special emergency session held by the City Council and a conversation on building demolitions in the City. Other topics include the approval of the Fiscal 2026 Budget and progress updates with FEMA funds, the aquatic center and the pocket park project.
Hoy en Me Lo Dijo Adela arrancamos con el tema que está cimbrando a Chihuahua y a todo el país: la Fiscalía de Ernestina Godoy confirmó la detención del exgobernador César Duarte, acusado de lavado de dinero y operaciones ilícitas. ¿Justicia o mensaje político desde Palacio Nacional?El periodista Raúl Torres nos acompaña EN FORO para desmenuzar el golpe, el contexto y las implicaciones reales. En nuestra mesa de análisis de alto voltaje, vamos con: Damián Zepeda, exdirigente del PAN; Arturo Ávila, diputado federal de Morena; y Juan Zavala (por confirmar), representante de MC ante el INE. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
#investigación #criminal #gabrielanicole Mientras el Comisionado de la Policía, Joseph González dice que la Policía entregó toda la prueba a la Fiscalía en el caso de Gabriela Nicole, en el que están acusadas una madre y su hija de 17 años, Justicia quiere determinar que un documento de la investigación no es exculpatorio. ¡Conéctate, comenta y comparte! #periodismoindependiente #periodismoinvestigativo #periodismodigital tiktok.com: @bonitaradio Facebook: bonitaradio Instagram: bonitaradio X: Bonita_Radio
NotiMundo al Día - Abraham Aguirre - Fiscalía pide 34 años de cárcel para autores directos del caso Malvinas by FM Mundo 98.1
Hoy en Me Lo Dijo Adela arrancamos con el tema que está cimbrando a Chihuahua y a todo el país: la Fiscalía de Ernestina Godoy confirmó la detención del exgobernador César Duarte, acusado de lavado de dinero y operaciones ilícitas. ¿Justicia o mensaje político desde Palacio Nacional?El periodista Raúl Torres nos acompaña EN FORO para desmenuzar el golpe, el contexto y las implicaciones reales. En nuestra mesa de análisis de alto voltaje, vamos con: Damián Zepeda, exdirigente del PAN; Arturo Ávila, diputado federal de Morena; y Juan Zavala (por confirmar), representante de MC ante el INE. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Simon and Dan kick off this episode with a clear, beginner-friendly walkthrough of the main Canadian investment accounts. If you’re not sure which account to pick or you need a refresher, the first half of this episode is for you. TFSA, RRSP, FHSA, RESP, taxable and locked-in accounts, Simon and Dan go over how they work, when they make the most sense, and the biggest pitfalls to avoid (like TFSA over-contributions and RRSP withholding tax surprises). It’s a perfect primer to share with friends and family who want to start investing but aren’t sure which account to use. If you’re already familiar with these accounts, in the 2nd half of the episode Simon and Dan go over 5 stocks on their radar. Tickers of stocks discussed: WSP.TO, TIH.TO, PD.TO, TECK-B.TO, TSM Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.
Shawn and Daniel break down DoorDash (ticker: DASH), America's dominant meal-delivery company that's rapidly expanding into all forms of local commerce. IN THIS EPISODE, YOU'LL LEARN: 00:00:00 - Intro 00:00:47 - How DoorDash came out of nowhere to become America's leading meal-delivery service, usurping Uber Eats and Grubhub 00:07:57 - What opportunity DoorDash's founders saw and the story of its origins as Palo Alto Delivery 00:10:26 - What DoorDash has done to finally crack the code of positive unit economics in restaurant delivery 00:19:21 - Why DoorDash is well-positioned to continue growing both domestically and internationally 00:28:41 - How a tipping scandal nearly destroyed the brand 00:16:21 - Why the COVID-19 pandemic was such a significant boon to DoorDash's business 01:15:35 - The company's approach to management comp 01:21:07 - How to think about modeling DASH's intrinsic value *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!) Sign up for The Intrinsic Value Newsletter to track our Portfolio. Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount! Business Breakdowns' coverage of DoorDash The Acquired podcast's coverage of DoorDash Modern MBA on DoorDash and the myth of profitable food delivery Explore our previous Intrinsic Value breakdowns: Paypal, Uber, Nike, Reddit, Amazon, Airbnb, TSMC, Alphabet, Ulta, LVMH, and Madison Square Garden Sports. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Public.com - See the full disclaimer here. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In this conversation, Jim Hayes, founder of Lucerna GlobalCapital, shares why he thinks there is an opportunity in emerging markets. Prior to founding Lucerna, Jim spent 13 years at Fidelity. Jim's last role at Fidelity was covering a number of sectors in the $35Bn Fidelity Series Emerging Market Fund. This discussion highlights the potential opportunities in Latin America and Southeast Asia. In other news, thank you for your support. 763,000 minutes were spent listening to this show in 2025. Let's go!Sponsorship InformationNew Sponsor Alert! Thank you to Trata for sponsoring the show.If you're listening to this podcast, you'll like Trata. Trata is buyside to buyside conversations on individual stocks. Trata makes finding a bull or bear on any stock as easy as clicking two buttons. Over 125 funds globally contribute that collectively cover 2000+ tickers. Trata raised over $3mm coming out of Y Combinator. Before you would track 13Fs, now you can understand what funds are actually thinking. You can join as a lurker or you can join as a contributor and Trata will pay you hundreds of dollars per call. For a free trial, go to trytrata.com/brew OG Sponsor Shoutout!Thank you to Fiscal.ai for sponsoring the show. DISCOUNT INFO: If you use the affiliate link fiscal.ai/brew, you will automatically get 2 weeks of Fiscal Pro for Free and if you find that you want to upgrade, my link will get you 15% off any paid plans. About Fiscal.aiFiscal.ai is the complete modern data terminal for global equities.The Fiscal.ai platform combines a powerful user experience with all the financial data capabilities that professional investors need. Users get up to 20 years of historical financials for all stocks globally that they can easily chart, compare, or export into their own models. And unlike legacy data terminals where it can take hours or even days, Fiscal.ai's data is updated within minutes of earnings reports. Fiscal.ai also tracks all the company-specific Segment & KPI data so you don't have to. Like to track Amazon's Cloud Revenue? They've got it.How about Spotify's premium subscribers? Or Google's quarterly paid clicks?They've got all of it.
- Llevan 7 años mintiendo y poniendo todo tipo de pretextos en materia de seguridad y justicia. - Llevan 7 años evadiendo su responsabilidad de pacificar al país y brindar seguridad, como lo prometieron. - Hoy controlan a la mayoría de las fiscalías, policías, secretarias de seguridad púbica, tribunales, comisiones de derechos humanos y cárceles del país. - Se quedaron sin pretextos ni chivos expiatorios, hoy toda, absolutamente toda la responsabilidad recae en ellos. - Te quiero proponer 3 criterios para evaluarlos mejor y hacerlos rendir cuentas en estas materias vitales. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Federico analiza cómo el caso de Paco Salazar ha demostrado la hipocresía de Sánchez y el PSOE al negarse a denunciarlo ante la Fiscalía.
En este episodio de PENITENCIA escuchamos la historia de Óscar, un chofer de aplicación que soñaba con mudarse a Canadá junto a su esposa y que hoy enfrenta una sentencia de 47 años y seis meses por extorsión. Su vida parecía sencilla: familia trabajadora, años detrás del volante y un futuro planeado fuera de México. Todo cambió el 11 de octubre, cuando aceptó un viaje a través de la app, llegó a una calle marcada como peligrosa y, en segundos, patrullas, carpetas y acusaciones transformaron ese servicio en una carpeta de investigación. 00:00:00 - 00:08:47 Mi vida antes de la cárcel / My life before prison00:08:47 - 00:23:41 El viaje de app y la detención / The app ride and my arrest00:23:41 - 00:37:31 Cuando me “cuadran” la extorsión / When they “built” the extortion case00:37:31 - 00:50:50 Juicio y sentencia de 47 años / Trial and a 47-year sentence00:50:50 - 01:04:49 Fe, familia y esperanza de amparo / Faith, family, and hope for appeal ------------------In this episode of PENITENCIA, we hear the story of Óscar, a rideshare driver who dreamed of moving to Canada with his wife and now faces a 47-and-a-half-year sentence for extortion. His life seemed simple: a hardworking family, years behind the wheel, and a future planned outside of Mexico. Everything changed on October 11th, when he accepted a trip through the app, drove into a street marked as dangerous, and, within seconds, patrol cars, files, and accusations turned that ride into a criminal case. Óscar relata su detención, las presiones para firmar declaraciones, la pérdida de su teléfono —que podría probar sus recorridos en la aplicación—, los abogados que le cobraron sin defenderlo, la actuación de la Fiscalía de San Agustín y una sentencia que incluye una reparación del daño millonaria que no puede pagar. Desde la cárcel, habla de su madre que viaja desde Hidalgo, de la esposa con la que está a punto de casarse dentro del penal y de la fe con la que sostiene la esperanza de un amparo que le devuelva la libertad. Este episodio es un retrato del sistema de justicia penal en México visto desde adentro: un caso de extorsión donde no aparecen llamadas, ni dinero, ni pruebas completas de las aplicaciones, pero sí años de prisión. Acompáñanos a escuchar a Óscar y a preguntarnos qué pasa cuando la verdad deja de importar y trabajar puede costarte la vida como la conocías. --------------------------Óscar talks about his arrest, the pressure to sign statements, the loss of his phone —which could prove his routes on the app—, the lawyers who charged him but didn't defend him, the role of the San Agustín Prosecutor's Office, and a sentence that includes a massive restitution payment he cannot afford. From prison, he talks about his mother, who travels from Hidalgo to visit him, the wife he's about to marry inside the facility, and the faith that keeps his hope alive for an appeal that could set him free. This episode is a look at Mexico's criminal justice system from the inside: an extortion case with no phone calls, no money recovered, and no full app records—just years in prison. Listen to Óscar's story and ask yourself what happens when the truth stops mattering and going to work can cost you the life you used to have. Para ver episodios exclusivos, entra aquí: https://www.patreon.com/Penitencia_mx ¿Quieres ver los episodios antes que nadie? Obtén acceso 24 horas antes aquí: https://www.youtube.com/channel/UC6rh4_O86hGLVPdUhwroxtw/join Visita penitencia.com Síguenos en:https://instagram.com/penitencia_mx https://tiktok.com/@penitencia_mx https://facebook.com/penitencia.mx https://x.com/penitencia_mx Spotify: https://spotify.link/jFvOuTtseDbApple: https://podcasts.apple.com/mx/podcast/penitencia/id1707298050Amazon: https://music.amazon.com.mx/podcasts/860c4127-6a3b-4e8f-a5fd-b61258de9643/penitencia Redes Saskia:https://www.youtube.com/@saskiandr - suscríbete a su canalhttps://instagram.com/saskianino https://tiktok.com/@saskianino https://x.com/saskianino
Alan Dunne speaks with HSBC Asset Management's Global Chief Strategist, Joe Little, about what happens when the old macro rules stop working. Joe traces the shift from a demand led, low inflation world to a supply constrained regime of sticky and spiky prices, where 2 percent becomes a floor rather than a target. He explains the “reverse bond conundrum,” rising term premia and the quiet return of fiscal dominance. The conversation explores AI as investment boom, not yet productivity cure, the maturing of emerging markets, the fate of the dollar and how to build truly multipolar portfolios.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Alan on Twitter.Follow Joe on LinkedIn.Episode TimeStamps: 00:00 - Opening clip, long bonds misbehaving and the “reverse bond yield conundrum”00:55 - Introduction and risk disclosure for Top Traders Unplugged listeners01:50 - Joe's path from economist to global chief strategist and house view author05:16 - From post crisis disinflation to a supply constrained, sticky inflation regime10:32 - Why 2 percent looks like a floor, tariffs, profits and delayed inflation effects13:34 - 2026 baseline: muddle through growth, positive policy impulse and inflation nuance16:42 - AI as capital expenditure boom, echoes of the 1990s and the missing productivity surge20:40 - China and Asia: regionalisation, industrial policy and an exit from...
UK Budget Backlash — Joseph Sternberg — Sternberg analyzes the public and parliamentary backlash against Chancellor Rachel Reeves' budget, which raises aggregate taxation to record peacetime levels despite pre-election assurances of fiscal restraint. Sternberg argues that these substantial tax increases combined with welfare expansion will systematically stifle economic growth, eroding business confidence and investment. Sternberg documents public perception that the Labour government deliberately misrepresented the fiscal situation regarding the alleged "black hole," violating electoral promises and generating widespread voter disaffection regarding governmental transparency and fiscal management. 1940 LONDON
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