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In Episode 410 of Hidden Forces, Demetri Kofinas speaks with investors Paulo Macro and Le Shrub about the consequences of a breakdown in the international capital and trading system—and what this means for markets and investor portfolios. The first hour revisits last year's discussion on “EM-ification,” the breakdown of the rules-based global order, and the urgent search for a new safe asset in a world of deteriorating fiscal balance sheets. Together, Demetri, Paulo, and Le Shrub map out what investors should be paying attention to in the year ahead. In the second hour, the conversation turns to the implications of a full-blown trade and capital war, including: The impact on U.S. assets—especially Treasuries and the dollar—if surplus nations redirect their capital flows away from the United States Resurgent inflation fueled by strategic rearmament and industrial policy A potential decoupling from—and even a hot war with—China The abandonment of fiscal restraint in the face of an economic slowdown amid persistently high or rising borrowing costs for the U.S. government The risk of massive wealth destruction triggered by a dramatic revaluation of the U.S. dollar Subscribe to our premium content—including our premium feed, episode transcripts, and Intelligence Reports—by visiting HiddenForces.io/subscribe. If you'd like to join the conversation and become a member of the Hidden Forces Genius community—with benefits like Q&A calls with guests, exclusive research and analysis, in-person events, and dinners—you can also sign up on our subscriber page at HiddenForces.io/subscribe. If you enjoyed today's episode of Hidden Forces, please support the show by: Subscribing on Apple Podcasts, YouTube, Spotify, Stitcher, SoundCloud, CastBox, or via our RSS Feed Writing us a review on Apple Podcasts & Spotify Joining our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and support the podcast at https://hiddenforces.io. Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas Episode Recorded on 04/15/2025
While the media calls it “tariff turmoil,” Trump is hitting record-high approval — especially with a group no one expected: 18- to 29-year-olds. With a stunning 64% approval rating among Gen Z and growing support from Hispanic and Black voters, Trump is reshaping the political map. But as he throws down a $9 billion spending cut challenge to Congress — including defunding NPR, PBS, and USAID — the question becomes whether Republicans will rise to meet the moment or retreat into old habits. This episode breaks down the numbers, the youth shift, and the high-stakes fiscal fight that could define the GOP's future.
Mark Meckler, President and co-founder of Convention of States Action, the largest nationwide movement seeking to call the first- ever Article V Convention of States. Fiscal Restraints | Limited Jurisdiction | Term Limits. Celebrating a Milestone: Convention of States Endorsers Join the New Administration
Historically, Black Americans' quest for power has been seen as an attempt to gain equal protection under the law, but power in America requires more than basic democratic freedoms. It's linked with economic influence and ownership of one's own self, home, business, and creations. In his new book, "Black Power Scorecard: Measuring the Racial Gap and What We Can Do to Close It," published by McMillan, Brookings Senior Fellow Andre Perry quantifies how much power Black Americans really have and calculates how that translates into the longevity of Back communities. On this episode of The Current, which was taped in front of a live audience, Perry, who also directs the Center for Community Uplift at Brookings, is interviewed by senior fellow David Wessel, who directs the Hutchins Center on Fiscal and Monetary Policy. Show notes and transcript: https://www.brookings.edu/articles/closing-the-racial-gap-in-economic-and-social-power Follow The Current and all Brookings podcasts on Apple, Spotify, or wherever you get your podcasts. Send feedback email to podcasts@brookings.edu.
For the past decade, U.S. stocks have stolen the spotlight. Fueled by the dominance of tech giants and ultra-low interest rates, American equities have outperformed much of the world—leaving many investors to wonder if there's any need to look beyond U.S. borders. But history—and current market conditions—suggest it may be time to take a fresh look at foreign stocks.A recent article from Sound Mind Investing by Mark Biller outlines why international markets could be poised for a resurgence. From valuation gaps and shifting fiscal policy to global capital flows and post-COVID economic trends, several factors are aligning that could make foreign equities an important part of a well-diversified portfolio again.Let's walk through the key highlights and insights from the article—and why this may be a wise moment to think globally in your investment strategy.Mark Biller is Executive Editor and Senior Portfolio Manager at Sound Mind Investing, an underwriter of Faith & Finance. Why Should U.S. Investors Consider Foreign Stocks?1. Diversification and Market DynamicsForeign stocks offer investors the opportunity to diversify—not just by geography but also by market behavior. While U.S. stocks declined by more than 4% in Q1 of this year, a common international fund used by Sound Mind Investing rose by over 8%. That kind of divergence underscores the value of spreading risk across global markets.Two decades ago, having 20% or more of your equity portfolio in international stocks was standard practice. However, as U.S. markets have surged over the last 14 years—outperforming foreign stocks by a factor of four—many investors have pulled back. History, however, suggests the pendulum could be swinging back.2. The Tech Bubble ParallelRemember the late 1990s tech boom? From 1995 to 1999, the S&P 500 rose more than 20% annually, driven largely by internet stocks. Sound familiar?After the dot-com bubble burst in March 2000, U.S. stocks stalled—gaining just 13% over the next 7.5 years. Meanwhile, foreign stocks soared, climbing 69% during that same stretch. Market cycles like this remind us that chasing performance can lead to missed opportunities elsewhere.3. A Price-to-Earnings DisparityCurrently, U.S. stocks trade at a P/E ratio of around 26—well above historical norms. Foreign stocks? Around 16. That's a significant valuation gap. While valuation alone doesn't indicate when markets will shift, it does suggest that the upside potential for international equities is greater—especially if investor sentiment begins to shift.4. Post-COVID Spending and Sector ShiftsCOVID-19 marked the end of a 40-year trend of declining inflation and interest rates. Since then, we've entered a new environment with higher inflation and rising rates—conditions that benefit the more industrial, less tech-heavy composition of many foreign markets.U.S. tech stocks, dominant in low-rate environments, may not fare as well moving forward. Foreign markets, which lean toward traditional sectors, could outperform in this new economic climate.5. Shifting Fiscal PolicyOne potential catalyst for foreign stock performance is shifting government policies. The U.S. has begun cutting back on spending, while other countries—facing rising defense needs and new trade dynamics—are ramping up.Historically, higher government spending boosts economic growth in the short term. If the U.S. tightens its belt while others open their wallets, we may see a reversal in relative market performance.6. The "Sequencing Risk" of Tariff Policies“Sequencing risk” is a dynamic in which the pain of policy changes is felt up front, while the benefits come later. For example, tariffs initially slow economic activity but are implemented in hopes of long-term economic independence and stability.This could reduce U.S. growth projections in the short term as some foreign economies accelerate. This divergence can significantly influence investment returns.7. Follow the MoneyFor decades, the global economy has operated under a system where the U.S. buys, and the rest of the world recycles its earnings back into U.S. assets. This has been a tailwind for U.S. stocks and bonds.But what happens if the U.S. begins importing less? Those recycled dollars may dry up—meaning less foreign investment in U.S. markets and potentially more reinvestment at home, in countries where those goods are produced. That shift could fuel a rally in international markets.8. It's Not Either/Or—It's Both/AndThis isn't about abandoning U.S. stocks. It's about recapturing the value of a globally diversified portfolio. With international stocks looking attractively priced and a number of tailwinds forming, now may be a wise time to add foreign exposure through mutual funds or ETFs.The impact could be substantial if global capital starts flowing back into foreign stocks.If your portfolio has drifted into a U.S.-only approach over the last decade, now may be the time to revisit your strategy. While no one can predict the future, wise stewardship includes preparing for it with thoughtful diversification.For a deeper dive into this topic, you can read Mark Biller's full article, “Time for Foreign Stocks to Shine?” at SoundMindInvesting.org.On Today's Program, Rob Answers Listener Questions:I want to buy an expensive watch. Is this being a bad steward of God's money? Where's the line between treating myself and overspending?I own a condo unit in a homeowners' association that has been assessed $870,000 for a roof replacement. The association claims the original contractor was paid $438,000 and ran away with the money. Are there any government agencies that can investigate this, and what rights do I have?Resources Mentioned:Faithful Steward: FaithFi's New Quarterly MagazineSound Mind Investing | Time for Foreign Stocks to Shine? By Mark Biller Wisdom Over Wealth: 12 Lessons from Ecclesiastes on Money (Pre-Order)Look At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.
Sobre la guerra que enfrenta al gobierno de Donald Trump con las universidades y las acciones del Ministerio de Hacienda por el déficit fiscal, Iván Valenzuela conversó con Paula Escobar y Mónica Pérez en una nueva edición del Rat Pack del Mesa Central.
We talk to Jon Morris, a returning guest, about the importance of strategic planning and innovation in agency budgeting. Jon emphasizes that every agency has a strategic plan reflected in their spending and highlights the need to connect budget allocations with strategic goals. He discusses the significance of identifying an ideal client profile (ICP) for targeted innovation and the necessity of adhering to standard operating procedures (SOPs) to ensure consistent service delivery. The conversation also touches on the challenges of predicting business growth and the role of technology in enhancing operational efficiency.
The escalating trade war between the U.S. and China is continuing to inject uncertainty into the world’s two largest economies. Over the weekend, President Trump and top trade officials added to the confusion, carving out exemptions for tariffs on electronic products. To discuss the trade war, William Brangham spoke with David Wessel of the Hutchins Center on Fiscal and Monetary Policy. PBS News is supported by - https://www.pbs.org/newshour/about/funders
The escalating trade war between the U.S. and China is continuing to inject uncertainty into the world’s two largest economies. Over the weekend, President Trump and top trade officials added to the confusion, carving out exemptions for tariffs on electronic products. To discuss the trade war, William Brangham spoke with David Wessel of the Hutchins Center on Fiscal and Monetary Policy. PBS News is supported by - https://www.pbs.org/newshour/about/funders
Entrevista Parte I: Hoy traemos a dos súper abogados fiscalistas para hablar sobre el Modelo 720, las Plusvalías Municipales (IIVTNU), el ICIO, la residencia fiscal y mucho más. Alejandro del Campo, el hombre que denunció a Montoro y a Montero en Bruselas, y les ganó. Abogado y asesor fiscal, socio DMS LEGAL INTELLIGENCE de DMS Consulting; y a José María Salcedo, abogado especializado en la interposición de todo tipo de recursos frente a Hacienda y socio director de SALCEDO TAX LITIGATION. Alejandro del Campo: https://www.consultingdms.com/ José María Salcedo: https://www.josemariasalcedo.com/ ✅¿Necesitas un PSI (Personal Shopper Inmobiliario) para acompañarte a invertir en bienes raíces en la Com.Madrid?: magnatesladrillo@gmail.com ✅Si vas en serio «La Biblia del Magnate del Ladrillo» está AQUÍ ✅
Siga o Ilustríssimo Privilégio para não perder nenhum episódio: https://open.spotify.com/show/20Mxy5Tjju7Sq49AHJ2ESf?si=70d2387e6ba04134 É chegada a época da declaração do Imposto de Renda e, com ela, surge o debate das carreiras que pagam mais ou menos IR. No Ilustríssimo Privilégio desta semana, o colunista do Estadão Pedro Fernando Nery e o repórter Weslley Galzo explicam como a lógica dos penduricalhos criou um “paraíso fiscal” para alguns magistrados. Leia mais: https://bit.ly/4jtY3Ip ASSINE O ESTADÃO:Seja assinante por R$1,90/mês e tenha acesso ilimitado ao nosso conteúdo. Acesse: http://bit.ly/estadao-oferta-ytSee omnystudio.com/listener for privacy information.
Rich, Charlie, Dominic, and Audrey discuss the latest in the trade war, the budget vote in the House of Representatives, and Trump's executive order to restore high-pressure showers.
Let's talk about Trump failing to sway fiscal hawks and a surprising admission....
This week, we discuss how we managed this insane week in markets, China and the evolving tariff strategy, and what's going on with the bond market. We also delve into our expectations from the Fed, Secretary Bessent orchestrating policy behind the scenes, Bitcoin hitting ATHs in 2025, and more. Enjoy! — Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx — Weekly Roundup Charts: https://drive.google.com/file/d/1cAWJKncxGgliZa54aTq08eCgn9Q-P8x1/view?usp=sharing — Join us at Permissionless IV June 24th - 26th. Use code FG10 for 10% OFF! https://blockworks.co/event/permissionless-iv — At Ondo, we design institutional-grade platforms, assets, and infrastructure to bring financial markets onchain. We believe that combining the best of TradFi with the best of DeFi will dramatically improve our financial system—making it fairer, faster, and more accessible to all. Learn more about how Ondo is bringing capital markets onchain at https://ondo.finance/ — Timestamps: (00:00) Introduction (00:39) PMLS IV (02:02) Navigating This Insane Market (07:32) Key Market Drivers (12:22) Ondo Ad (12:48) China & Tariffs (16:31) US Spending Problem (20:33) Bond Market (24:12) The Fed & Inflation (29:40) Powell, Bessent & Fiscal (32:39) Ondo Ad (33:10) Navigating A Volatile Market (38:55) Secretary Bessent Running Point (42:50) Alternative Trade Restructuring Strategies (48:59) Unpacking the Bond Market Put (52:47) BTC ATHs in 2025 (56:02) Market Tailwinds — Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
Starting off with Bruce Sidlinger's experience in China (1:00) and endgame plan on the tariffs. An Arizona news (44:00) wrap-up. Joe Galli (65:00) from the Greater Flagstaff Chamber of Commerce shares astounding details of AZ Governor Hobbs mismanagement of state funds & a local perspective on impacts of tariffs.
Lindsey Graham's controversial budget proposal has exposed the GOP's dangerous commitment to runaway spending, with only a mere $4 billion cut over a decade. While Trump's agenda, including deportations and military contracts, is tied to this budget, the real cost could be America's financial collapse. As inflation soars and the middle class faces unprecedented struggles, can the GOP truly avoid the debt death cycle? Or is this the beginning of the end for fiscal conservatism?
The fight for America's fiscal stability is intensifying as Congress grapples with massive deficits and ballooning budgets. Lindsey Graham's budget proposal, aiming for minimal cuts, has sparked a showdown, while Elon Musk and Donald Trump advocate for radical fiscal reforms to avoid bankruptcy. With the middle class at risk and essential programs under threat, where will America go from here?
In this episode of ITR Live, Chris Hagenow and John Hendrickson deliver a packed discussion on Iowa's legislative session, focusing on budget targets, property tax reform, and a comprehensive historical take on tariffs and trade policy.Chris begins by praising Iowa's legislature for its self-imposed spending limits, which have kept spending well below legal thresholds and positioned the state for bold income tax cuts, including the move to a 3.8% flat tax. The hosts contrast this fiscal discipline with local governments, many of which continue to push for higher spending and call for new revenue streams—often without serious efforts to reduce costs.They also provide updates on the property tax reform bill still under discussion at the Capitol. The conversation urges local governments to follow the state's example by enacting self-imposed spending restraints, especially as constituents continue to push for relief amid high property tax burdens.In the second half, John offers an extensive and engaging history lesson on tariffs in American politics, from Alexander Hamilton and Abraham Lincoln to Warren Harding, Coolidge, and now Donald Trump. With the Trump administration's recent announcement of new tariffs—with a temporary pause on some—the hosts explore the economic and strategic rationale for tariffs, why free trade isn't always fair, and how manufacturing job losses and trade deficits have reshaped conservative thinking.Wrapping up, they reflect on Smoot-Hawley's misunderstood legacy, the global trade imbalance, and a growing bipartisan interest in rethinking how America approaches international trade. Plus, there's a trivia challenge: Can you guess who said, “The taxpayers literally groan under layer upon layer of tax units”?
Félix Martín, fiscal de 'Si amanece', abre el Juzgado de Guardia para narrar la detención y el juicio del dictador durante su adolescencia.
In this episode of Budget Watchdog All Federal, host Steve Ellis and TCS Director of Research and Policy Josh Sewell expose the deceptive budgeting tactics being employed in Washington and how this accounting gimmick allows lawmakers to pretend that extending expiring tax cuts costs nothing while actually adding trillions to the national debt.
Fiscalía CDMX destaca disminución de feminicidiosUNTA protesta para exigir mejores condiciones para el campo EU no tiene autoridad para atacar cárteles en territorio mexicanoMás información en nuestro Podcast
La Asociación de Magistrados Fiscales del Uruguay se declaró ayer en conflicto, porque entiende que la Fiscalía General de la Nación no salió a defender a estos profesionales “en un contexto de ataque hacia la institución” y que, en cambio, las autoridades tomaron medidas que “limitan el derecho al goce de la licencia anual”. El gremio consideró agotada la vía de diálogo bipartita y solicitó una reunión tripartita con el Ministerio de Trabajo, pero además tomó medidas que afectan el desempeño de sus tareas, incluyendo no solicitar hasta el próximo lunes órdenes de detención ni autorizar allanamientos, en casos donde no se den situaciones de riesgo inminente para la vida, la integridad física y derechos similares como la libertad sexual. La Fiscalía, por su parte, expresó su sorpresa por esas medidas que consideró graves y que, dijo, “no fueron debidamente preanunciadas”. Por lo tanto, según se explica en el comunicado oficial, el organismo notificó la situación al Ministerio de Educación y Cultura, al que corresponde la tutela administrativa de la Fiscalía. La Tertulia de los Miércoles con Gabriel Budiño, Martín Bueno, Pablo Díaz y Amira Fagúndez.
Today's podcast begins like yesterday's did with our amazing host, Mike Slater, going over the latest fallout from President Donald J. Trump's "Liberation Day" tariffs before explaining this great nation's past economic issues and highlighting how great the future of this country be if we all buy into the idea that our country's manufacturing base CAN be great again. Don't lose your nerve!Following the opener, Breitbart's Economics Editor, John Carney, rejoins the program to provide an expert's opinions on the Trump tariffs' impact on the markets this week and what he thinks will happen in the near-future for this country's fiscal health.
Miguel Alfonzo Meza, Presidente DefensorxsAC
La guerra comercial por los aranceles de Trump provocó este lunes caídas en las bolsas de Asia, Europa y Estados Unidos, por el miedo a una recesión global. En medio de la tensión, Trump amenazó con subir los aranceles a China al 50%, después de que Pekín anunciara que respondería con las mismas medidas. Además, la Fed llamó a una reunión de emergencia tras la fuerte caída de los mercados.Este lunes Sheinbaum dijo que la Fiscalía General de Justicia de la Ciudad de México investigará el caso de la muerte de los fotógrafos Berenice y Miguel para deslindar responsabilidades tanto de organizadores como de autoridades involucradas. Además, dijo que ya pidió a la Sedatu revisar a fondo la concesión del Parque Bicentenario.Además… Un ataque armado en Culiacán dejó 9 personas muertas; La Comisión de Bolsa y Valores de Estados Unidos está investigando a la ministra Loretta Ortíz Alhf; El Kremlin aseguró hoy que no habrá alto el fuego en Ucrania; Tras estar por Hungría, Netanyahu llegó a Washington para hablar con Trump; El productor Memo del Bosque murió a los 64 años.Y para #ElVasoMedioLleno… Christian Coyoc cambió su vida. De ser un joven que cazaba y ahora se dedica a la conservación de jaguares en la Península de Yucatán.Para enterarte de más noticias como estas, síguenos en redes sociales. Estamos en todas las plataformas como @telokwento. Hosted on Acast. See acast.com/privacy for more information.
Today, we delve into two applicable words from the English language to describe Con Inc. and its arguments for the mix of policies we are seeing from the Trump administration: sophistry and demagoguery. It is taking broad principles we all support in their proper spheres and misapplying them to the extreme to play on people's emotions. Also, to the extent a trade deficit is a problem, it's only because of the fiscal deficit. The problem is Trump is now supporting a horrible Senate reconciliation bill to make matters worse. If only he cared about the fiscal deficit as much as the trade deficit, we would achieve his stated goals without spending as much political capital. Learn more about your ad choices. Visit megaphone.fm/adchoices
Social Security and its future have been in the news recently as the DOGE guys have been looking at its innards. Yet, it's not called the third rail of American politics for nothing. Over 70 million Americans rely on it for much, if not all, of their retirement income. Like Medicare, Social Security can be … Read More Read More
Dieter Brandau relata las irregulares en la mina asturiana desde su primera apertura y desvela las posibles responsabilidades de las administraciones. El accidente que el pasado 31 de marzo acabó con la vida de cinco trabajadores en la mina de Cerrecedo (Asturias) no solo deja numerosas incógnitas sobre las causas que lo provocaron —según las primeras hipótesis, una explosión de grisú—, sino también un sinfín de dudas sobre la actividad que se desarrollaba realmente en dicha explotación desde que la empresa Blue Solving se hizo cargo de la misma. "Desde luego, el peso de la ley va a recaer sobre las posibles responsabilidades que aquí se hayan cursado", aseguró a las pocas horas Yolanda Díaz, vicepresidenta del Gobierno a la par que ministra de Trabajo. Desde entonces, la prensa local, con La Nueva España a la cabeza, ha ido destapando todas las irregularidades que, desde hace años, planean sobre la mina y sus máximos responsables: desde un accidente previo en el que también falleció un trabajador y que destapó la existencia de extracciones ilegales, a denuncias anónimas que, curiosamente, se traspapelaron o la advertencia, dos semanas antes del fatídico accidente, del antiguo propietario de la mina, Victorino Alonso. Este empresario del carbón, conocido como Don Vito, desveló que los trabajadores ya habían sufrido recientemente algún mareo por la presencia de gas y pidió al Gobierno de Asturias, al Gobierno de España y a la Fiscalía que dictasen una orden irrevocable de cierre, acusando a Blue Solving de querer perpetrar "un burdo engaño", cuando lo único que busca esta compañía es, según sus propias palabras, "una cortada para reabrir un lavadero". Por si fuera poco, la historia cuenta con dos protagonistas muy conocidas: una, a nivel nacional; otra, a nivel autonómico. La primera es la actual vicepresidenta de Pedro Sánchez Sara Aagesen, quien regó de subvenciones a esta empresa que hoy está en el punto de mira cuando estaba al frente del Instituto de Transición Justa. La segunda, Belarmina Díaz, ascendida a consejera de Transición Ecológica en el Gobierno del socialista Adrián Barbón, a pesar de que, en sus anteriores cargos, fue la receptora de infinidad de denuncias y la máxima responsable de garantizar la seguridad en la mina de Cerrecedo. El equipo de La Noche de Dieter desvela todos los detalles que ahora deberán tener en cuenta los investigadores y lanza ocho preguntas para la reflexión: ¿Qué hubiera pasado si la mina donde ocurrió el accidente mortal en vez de estar en Asturias hubiera estado en la Comunidad de Madrid? ¿Qué hubiera sucedido si la consejera regional responsable de las minas no fuera de un gobierno socialista? ¿Qué habría ocurrido en estos siete días si a la empresa propietaria de la mina hubiera sido subvencionada generosamente por Isabel Díaz Ayuso o Carlos Mazón? ¿Qué habría pasado si algún gobierno del PP hubiera ignorado advertencias, traspapelado denuncias y desatendido una petición de cierre quince días antes del accidente en la mina? ¿Cuántos cargos del PP habrían sido tachados ya de asesinos? ¿Cuántas manifestaciones habrían pedido ya dimisiones políticas? ¿Cuántos habría recibido amenazas de muerte? ¿Cuántos especiales habríamos visto en televisión?
maliciouscompliance where On the receiving end by private individual Malicious compliance in response to weaponized incompetence Do It Your Way? Okay. Fiscal responsibility - all right then Public Sector Employee With Questionable Bosses Want updates for every single thing? Ok. No Problem! “we just followed the rules» Not allowed in the kitchen? Ok. I will work on THAT Saturday YOU put me on the roster. Hosted on Acast. See acast.com/privacy for more information.
US federal debt is currently almost as large as annual national income, something not seen before the pandemic. Expenditures like interest payments on the debt, military spending, and Social Security cannot be easily trimmed, and the provisions of the Tax Cuts and Jobs act are likely to be extended, adding an estimated $5 trillion to the debt over the next decade. What are the likely consequences for the economy of rising debt? And how will this affect people's retirement, especially if there are cuts to Social Security? Wendy Edelberg and Ben Harris join EconoFact Chats to discuss these issues. Wendy is the director of the Hamilton Project and a Senior Fellow in Economic Studies at The Brookings Institution. She previously served as Chief Economist at the Congressional Budget Office. Ben is the Vice President and Director of Economic Studies at Brookings. He was Assistant Secretary for Economic Policy and Chief Economist at the Treasury Department in the Biden administration.
Siga o canal da Duquesa de Tax nas plataformas de áudio: https://open.spotify.com/show/2r4WaCstcv4Gf5AExqSpHT?si=b42254c178284caf No programa ‘Não vou passar raiva sozinha’, Maria Carolina Gontijo fala sobre a taxação de grandes fortunas. VÍDEO NOVO DA DUQUESA TODA SEGUNDA, ÀS 9h30, NO SITE DO ESTADÃO: https://www.estadao.com.br/economia/d... ASSINE O ESTADÃO:Seja assinante por R$1,90/mês e tenha acesso ilimitado ao nosso conteúdo. Acesse: http://bit.ly/estadao-oferta-ytSee omnystudio.com/listener for privacy information.
Escucha el podcast del programa La Voz de la Fiscalía a través de CDN Radio, en Santo Domingo, República Dominicana correspondiente al sábado 05-abril-2025.
Jacob and Marko convene an emergency episode to discuss Liberation Day. Afterwards, they speak to fellow cousin Matt Gertken about President Trump's comments that he might serve a third presidential term. --Timestamps:(00:00) - Introduction and Episode Overview(01:46) - Discussion on Tariffs and Trade Deficit(02:58) - Reciprocal Tariffs and Economic Reactions(04:56) - Market Reactions and Negotiation Strategies(07:02) - Uncertainty and Global Trade Dynamics(07:45) - Historical Context and Strategic Analysis(10:15) - Geopolitical Implications and Future Scenarios(13:15) - US Fiscal Policy and Global Trade War(30:57) - Potential Outcomes and Congressional Actions(35:20) - Biden's Missed Opportunity with Trade(36:04) - Challenges in US Trade Negotiations(37:44) - Inflation and Tariffs Debate(40:19) - Recession Concerns and Economic Adjustments(41:11) - Tariffs and Their Impact on American Manufacturing(43:09) - China's Military Exercises and Taiwan(44:30) - Debating China's Intentions with Taiwan(52:03) - Part 2 with Matt Gertken (54:48) - Trump's Third Term Speculation(01:06:44) - Reflecting on Beginnings and Career Paths(01:07:52) - The Impact of Leadership on Markets(01:10:52) - Comparing Political Systems: US, China, and Russia(01:13:11) - The Future of American Democracy(01:17:19) - Media Manipulation and Political Spectacle(01:20:50) - The Role of the Supreme Court(01:32:57) - European Politics and the Far Right(01:42:31) - Concluding Thoughts on Geopolitics--Referenced in the Show:Note from Matt on reference he made in podcast: Cato of Utica is associated with Geo Washington. He committed suicide when Caesar came to power - But it was Cato the ELDER who would retreat to his Sabine farm after various stints in power. https://www.mountvernon.org/library/digitalhistory/digital-encyclopedia/article/cato--Jacob Shapiro Site: jacobshapiro.comJacob Twitter: x.com/JacobShapCI Site: cognitive.investmentsSubscribe to the Newsletter: bit.ly/weekly-sitrep--The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com --Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today's volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.Cognitive Investments is an investment advisory firm, founded in 2019 that provides clients with a nuanced array of financial planning, investment advisory and wealth management services. We aim to grow both our clients' material wealth (i.e. their existing financial assets) and their human wealth (i.e. their ability to make good strategic decisions for their business, family, and career).--This podcast uses the following third-party services for analysis: Podtrac...
La senadora María José Pizarro aseguró que las denuncias que presentaron en ese entonces se atendieron y remitieron a las entidades correspondientes, como la Fiscalía. See omnystudio.com/listener for privacy information.
Mick and Jen are steeling themselves for the seven bill (sort of) increases rolling out across the country this week, as they chat budget bloopers and a 45p consolation prize. Meanwhile, it's bleak news indeed as in the UK further crimes are alleged against serial rapist Zhenhao Zou, and across the pond, women in the US are up against infringements on democracy via the Safeguard American Voter Eligibility Act. Still, thank God for that new UTI drug, eh? In Jenny Off The Blocks there's tennis, rugby, an April Fool's and Cilla Black. Learn more about your ad choices. Visit megaphone.fm/adchoices
Sigue audiencia contra el Presidente Uribe. Testimonios concluyentes en su defensaLos indígenas protestando en Bogotá Álvaro Leyva revela lo que todos sabemos de PetroDemanda contra los congresistas que estuvieron en las CIDH denunciando al gobierno.Gobierno adeuda $2,84 billones en subsidios de energía y gasExpresidente Álvaro Uribe Vélez advierte "presión inhumana" de la Fiscalía contra los testigos.Pte Uribe habla de la campaña y su relación con Vicky Dávila
Hombre abre fuego en una farmacia y mata a empleado.Fuertes tormentas podrían desatar mortales inundaciones y tornados esta semana en EEUU.Madre pierde a sus tres bebés en un voraz incendio.Exigen desafuero de diputado Cuauhtémoc Blanco.La difícil travesía de los migrantes en "la ruta del miedo".Comunidad se une contra ICE para evitar deportaciones de menores.Testimonio de un mexicano afectado por la purga federal.Fiscal general pide la pena de muerte para Luigi Mangione.Escucha de lunes a viernes el ‘Noticiero Univision Edición Nocturna' con Elián Zidán.
Will China shore up domestic consumption with greater fiscal spending, including a record-high deficit ratio? Note: The conversation segment of this episode was generated using AI and has been edited for accuracy. It is based on this Caixin story: Analysis: China Tables Fiscal Salvo for Flagging Domestic Demand Subscribe now to unlock all coverage from Caixin Global and The Wall Street Journal for just $200 a year, enjoying a 66% discount. Group discounts are available — contact us for a customized plan.
Emisión del lunes 31 de marzo de 2025 A solo unos días de que entre en vigor el arancel de Donald Trump del 25% a las exportaciones mexicanas, la Secretaría de Hacienda publicó el viernes pasado su informe de Finanzas Públicas y Deuda Pública del primer bimestre de 2025, en el que se revela la magnitud de los recortes que la presidenta Claudia Sheinbaum ha ordenado para enfrentar el déficit fiscal que irresponsablemente le heredó Andrés Manuel López Obrador. "Deja que tus oídos te abran los ojos." #RuizHealyTimes #AbriendoLaConversación www.ruizhealytimes.com www.radioformula.mx
En las últimas semanas se han vivido en el país una serie de episodios atípicos. Amenazas de bomba, hackeos a las webs oficiales de instituciones gubernamentales e incluso mails con la advertencia sobre una “masacre” son algunos de los hechos que han alterado la cotidianeidad a la que estamos acostumbrados. Fiscalía General de la Nación, Presidencia de la República, el Ministerio de Desarrollo Social, la Dirección Nacional de Aviación Civil e Infraestructura Aeronáutica (Dinacia) y la Dirección Nacional de Migraciones fueron algunas de las instituciones del Estado que sufrieron ataques ejecutados por hackers. En algunos de esos casos, los ciberdelincuentes revelaron públicamente o directamente pusieron a la venta información sensible que lograron extraer de los servidores de las instituciones agredidas Además, este domingo todos los sitios web identificados con la terminación “gub.uy” experimentaron una caída masiva y recién pudieron ser restablecidos a partir de la hora 14:30. Según la Agencia de Gobierno Electrónico y Sociedad de la Información y del Conocimiento (Agesic), se trató de “un ataque de denegación de servicio”, lo que implicó “la realización de miles de pedidos simultáneos, con el objetivo de saturar los servidores” hasta que no respondieran. Además, la semana pasada hubo otro incidente muy singular, cuando la Universidad de la República recibió un mail en el que una persona amenazaba con efectuar una masacre con armas de fuego en alguno de los edificios de esa institución. Echamos un poco de luz sobre estos acontecimientos a los que los uruguayos no estamos acostumbrados. Por eso conversamos En Perspectiva con Leonardo Berro, director y fundador de Security Advisor.
La congruencia de la 4T fue puesta a prueba una vez más: la Cámara de Diputados desechó la oportunidad de que Cuauhtémoc Blanco respondiera sin fuero ante la Fiscalía de Morelos por las acusaciones de haber intentado violar a su media hermana. ¿Hay algo que le deba Morena a Cuauhtémoc Blanco? ¿O es simplemente una mentalidad de clan que, por instinto, protege a los suyos de las garras de la oposición?Con entrevistas a: Ricardo Raphael, Patricia Mercado, Mariana Gómez del Campo, Martha Aracely Cruz, María Teresa Ealy, Rivelino Rueda, Vanessa y Janeth Hosted on Acast. See acast.com/privacy for more information.
(00:00-13:58) Kelly Chase's Puck Cancer Charity Hockey Game coming up this Friday. Jackson's having trouble connecting with Kerbs. Tim's GIF depot. Less is more, Doug. Hit the hole. Caller Adam is back with a PSA on Metrolink. (14:06-28:35) Blues potential opponents in the playoffs. A Blues/Oilers matchup would be an Edmonton nightmare. Is this city Cup Crazy? Jimmy Snipes going to skate with the team for the first time. Math looking pretty good for a playoff spot. Mike Francesa wasn't happy the Mets didn't play on Sunday. (28:45-53:17) Doug's ready to run thru a brick wall. Gus Frerotte. James Carlton fresh off his trip to Branson. Bill Murray. Doug's a folksy man of the people. Perpetual free agency in college sports. Shoji Tabuchi and the Baldknobbers. So What'd Your Grandma Think: Kim Mulkey edition. Yay Media. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Welcome to the American Railroading Podcast! In this our 2nd Anniversary episode our host Don Walsh is joined by guest Tom Landstreet, Co-Founder of Trusco Investment Management. Together they discuss the current state of the U.S. economy post-Presidential election, and they do a deep dive into not only where our economy is today, but how we got here, how tariffs and other proposed methods or solutions may potentially help or contribute to inflation, and what this all can mean for the rail industry. Tune in to this episode to gain valuable insights and broaden your understanding of American Railroading! You can find this episode and more on the American Railroading Podcast's official website at www.AmericanRailroading.net , and watch our YouTube Channel at the link below. Welcome aboard!KEY POINTS: The American Railroading Podcast remains in the Top 10% of all podcasts globally!Mr. Landstreet is also Founder and CEO of N3L Partners, a strategic investment partnership that specializes in analyzing government policies, betting both with and against government, in a classic long/short structure, investing where policy meets price.You must have a good sense of humor to be able to handle the ups and downs of the U.S. economy and continual government policy changes.Dr. Arthur Laffer's 4 Grand Kingdom's of Marco Economics are Monetary, Fiscal, Trade and Regulatory.The definition of inflation is too much money chasing too few goods.Our national debt is at $36 trillion dollars, and the interest on the debt is $1.5 trillion dollars, or $2.3 billion dollars per day.President Trump's proposed plan to improve the economy and reduce inflation is said to be like spokes on a wheel including reducing the cost of energy by increasing production, reducing government spending, reducing regulations and restrictions, and bringing manufacturing back to the U.S.Increasing the onshoring of manufacturing in the U.S. can be very beneficial to the U.S. economy and markets.LNG has been a strong U.S. market, and with the President's removal of the ban on LNG exports and the pending ruling decision of PHMSA's HM-264B by June 30, 2025 which could result in potentially allowing the shipping of LNG in rail tank cars, LNG could be a growing market for the U.S. economy and for the railroad industry.If you like what we do, please leave us a 5-Star Review!LINKS MENTIONED: https://www.americanrailroading.nethttps://www.therevolutionrailgroup.com https://www.youtube.com/@americanrailroadingpodcast https://www.buymeacoffee.com/dwalshX https://www.aldonco.comhttps://www.enviroserve.com https://www.truscomgmt.com
In this episode of the Mark and Pete podcast, we delve into Chancellor Rachel Reeves's Spring Statement 2025, examining its implications on the UK's economy and society. We discuss the £14 billion fiscal repair package, focusing on the £3.4 billion savings from welfare reforms projected to increase relative poverty for 250,000 people. We also analyze the £3.6 billion cuts to departmental spending and the anticipated £2.2 billion from enhanced tax compliance measures. The conversation addresses public reactions, with only 19% approving of Reeves's performance, and explores the potential impact of international trade tensions, such as President Trump's 25% tariff on UK car imports. Join us as we provide a business perspective on the economic strategies.Become a supporter of this podcast: https://www.spreaker.com/podcast/mark-and-pete--1245374/support.
El coronel José Barajas Mejía renunció a la Fiscalía de Tabasco Nuevas iniciativas para mejorar las pensiones en ISSSTE, entre ellas jubilarse a los 58 años Confirma Bukele que llegaron a El Salvador 17 criminales peligrosos vinculados al Tren de Aragua y la MS-13 Más información en nuestro podcast
Marta García Aller reflexiona sobre la entrevista que hizo Carlos Alsina ayer en "Más de Uno" a la presidenta de la comunidad de Madrid, Isabel Díaz Ayuso.
Cuauhtémoc fue a la Fiscalía de Morelos hoy
Fijan fecha y hora para la acusación de Antonio SanguinoDos hojas de vida de “recomendados” de Roy Barreras para la Dian aparecieron en la casa de alias Papá Pitufo.Antes de la Consulta Popular habrá consulta digital Fiscalía busca determinar la forma en que Nicolás Petro, al parecer, lavó dinero a través del Grupo de Energía Delta Ltda.Petro dice que ordenó un bombardeo contra el Clan del GolfoConsejo de Ministros de nuevo por todos los canalesPetro preocupado porque su fiscal no investiga lo que él quiere El abogado Jaime Granados habla de la juez en el caso Uribe
In this episode of the Must Read Alaska Show, host Ben Carpenter—former legislator and combat veteran—moderates a deep dive into Alaska's long-standing fiscal challenges with guests Senator Mike Shower and Representative Kevin McCabe. The conversation revolves around the state's structural budget deficit, the volatility of oil revenues, and the erosion of the original intent behind the Permanent Fund Dividend (PFD). Together, the lawmakers explore the urgent need for a comprehensive fiscal plan, including spending caps, government downsizing, and potential tax reforms. They caution against continued reliance on federal funds and the Permanent Fund, warning that a government unaccountable to its citizens threatens individual liberty. The episode is a candid, sometimes sobering, discussion on the lack of political will and leadership, the influence of public sector unions, and the uphill battle to re-engage Alaskans in the governance of their state.
Jackie is joined by the one and only Max Bronner to discuss living in a deficit, Trader Joe's Tomato Leaf candles, and Jackie's trauma dump. Thanks for supporting my sponsors! Ritual: Get 25% off your first month for a limited time at https://www.ritual.com/BIBLE This episode is brought to you by BetterHelp: Give online therapy a try and get 10% off your first month at https://www.BetterHelp.com/BITCHBIBLE Hers: Start your initial free online visit today to get your personalized weight loss treatment options at https://www.forhers.com/BIBLE Homes.com: Everything you need to know about finding a home, all in one place at https://www.Homes.com Lumē: New customers get 15% off all Lume products with code Bible at https://www.LumeDeodorant.comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.