Podcasts about flows

Andy Constan returns to Excess Returns to break down today's macro environment using his Four-Pillar Framework — growth, inflation, risk premia, and flows. Drawing on lessons from his time at Bridgewater and Brevan Howard, Andy explains how he blends systematic and discretionary approaches to form a clearer picture of markets. He discusses the AI-driven CapEx boom, the economic effects of tariffs, Fed independence under Trump, and why the current setup could produce extreme outcomes in either direction.Topics covered:Systematic vs. discretionary macro investingAndy's Four-Pillar Framework: growth, inflation, risk premia, and flowsHow AI CapEx is driving growth — and what happens when it stopsTariffs, policy shifts, and their impact on inflation and growthThe Fed's independence and what it means for marketsRisk premia, volatility, and asset allocation in uncertain environmentsHow major flows and corporate buybacks shape market directionWhy Andy sees a “digital” macro environment with binary outcomesTimestamps:00:00 Intro and setup02:00 Systematic vs. discretionary macro investing14:00 The Four-Pillar Framework explained22:00 Growth outlook and AI-driven CapEx boom33:00 The real impact of tariffs on the economy39:00 Thinking in probabilities and constructing macro portfolios40:00 Fed independence and policy alignment47:00 Labor market dynamics and AI uncertainty48:30 Risk premia and asset allocation56:00 Flows, buybacks, and corporate debt01:00:00 What Andy's watching next01:06:00 Why macro outcomes have never been more digital

Hi Mamas, This week's Monday Mindset Reset is anchored in a quote from Tony Robbins that hits especially hard as we close out the year:

Connect with Onramp // Onramp Terminal // Tyler Neville on X // Forward GuidanceThe Last Trade: a weekly, bitcoin-native podcast covering the intersection of bitcoin, tech, & finance on a macro scale. Hosted by Jackson Mikalic, Michael Tanguma, & Brian Cubellis. Join us as we dive into what bitcoin means for how individuals & institutions save, invest, & propagate their purchasing power through time. It's not just another asset...in the digital age, it's The Last Trade that investors will ever need to make.00:00 — Introduction to Tyler Neville03:56 — Wartime Finance: Acronym Rescue Playbook12:17 — 60/40's Sunset: A Generational Shift21:29 — Saving vs. Investing in a Debasing World31:45 — Future of Money: Bitcoin vs. Fiat Rails35:42 — Bitcoin as SoV; Treasury Cos—Bridge or Blowup?42:35 — ETFs & Access: Gatekeepers, Flows, Plumbing01:02:20 — Gold & Bitcoin Gain Share in Reserves01:07:54 — Reserve Flip: Gold vs. U.S. Treasuries01:13:56 — Sound Assets & Resilience01:23:44 — Wrap-Up, Disclaimer, & OutroPlease subscribe to Onramp Media channels and sign up for weekly Research & Analysis to get access to the best content in the ecosystem weekly.

Episode Summary:Join host Lisa Lorenzo and her co-contributor in this enriching episode of Faith with Friends as they dive into the powerful teachings of John 15:4-5. The episode emphasizes the importance of staying spiritually connected and explores how abiding in Jesus can transform lives. By comparing spiritual nourishment to charging a phone, the episode paints a vivid picture of the need for a constant, vibrant connection with faith to lead a fulfilling life.In this episode, the conversation highlights how engaging with God's Word can lead to tangible benefits such as better sleep, reduced anxiety, and healthier relationships. The teaching of Jesus as the vine and individuals as the branches serves as a central theme, illustrating how our spiritual strength and potential for bearing fruit depend on our connection to Him. The dialogue encourages listeners to integrate spiritual practices into daily routines actively, ensuring they remain plugged into their faith to experience genuine peace and purpose.Key Takeaways:Abiding in Jesus is crucial for spiritual vitality, just as charging a phone is vital for its functionality.Daily engagement with scripture and prayer is essential, acting as a lifeline rather than a mere task.True connection with Jesus naturally results in love, peace, patience, and joy, reflecting spiritual health.Spiritual independence, unlike worldly independence, is achieved through dependence on Jesus.Practicing stillness, meditation, and faith can help deepen one's connection to the spiritual source.Notable Quotes:"Imagine trying to live your life on 1% battery...that's exactly what life feels like when we try to live apart from Jesus.""Abide in me, and I in you...without me, you can do nothing.""Our culture tells us that independence is strength, but Jesus says dependence is life.""Fruit flows naturally when we stay connected with Jesus."Resources:Follow Faith with Friends on Instagram: @faithwithfriendsWe invite you to listen to the full episode to explore these themes in depth, and stay tuned for more insightful discussions in future episodes of Faith with Friends.

Noel Archard says ETFs have had a robust year, with over $900 billion in inflows so far, potentially rivaling 2024's $1 trillion. Traders still want to participate in the equity market, he says, highlighting the continued ascendance of actively managed ETFs. He's also seeing interest in international markets and fixed income. Noel also explains the tax benefits of ETFs.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

With European imports of products refined from Russian crude oil set to be banned in the beginning of 2026, the spotlight is on exporters such as India and Turkey, and how flows of diesel and jet fuel in the EMEA region are anticipated to change in the coming months. Gary Clark is joined by middle-distillate reporters Nadia Bliznikova and Aruni Sunil to delve into the shifting trade patterns of oil products and the latest market reaction to the soon-to-be imposed EU sanctions.   Related stories (Subscriber content): European jet fuel regrade recovers with low refinery output, dipping imports ARA jet, kerosene stocks rise to 4-year high: Insights Global Global air passenger demand rises 4.6% on year in Aug: IATA AAVBG00 AAWYZ00 PJAAU00 PJABA00

This week on The Stacks we are joined by Angela Flournoy to discuss her new book, The Wilderness. Longlisted for the 2025 National Book Award and a finalist for the Kirkus Prize, The Wilderness is an expansive novel that covers the friendship of four black women over the course of twenty years. Today, we discuss maximalism in her writing style, how Angela aimed to write an era-defining novel, and what other works The Wilderness is in conversation with.The Stacks Book Club pick for October is Frankenstein by Mary Shelley. We will discuss the book on Wednesday, October 29th with Angela Flournoy returning as our guest.You can find everything we discuss on today's show on The Stacks' website:https://www.thestackspodcast.com/2025/10/1/ep-392-angela-flournoy Connect with Angela: Instagram | WebsiteConnect with The Stacks: Instagram | Twitter | Shop | Patreon | Goodreads | Substack | Youtube | SubscribeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Generosity is not only about money but it certainly is not less. God calls us to be content in a culture of consumerism. Contentment flows out of trust in God and when we trust Him to provide we are free to notice the needs around us.cccog.com/beyond-sunday

Lucas Downey recalls market moves during past government shutdowns. He discusses recent money flows, which are saying there are “going to be some winners and losers.” Lucas argues that inflows are sticky, and recurring names see a lot of strength, including AI and materials. He certainly “would not be selling” into a government shutdown, even if he's not buying. He also checks outflows on Kenvue (KVUE).======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

What exactly are Agent Flows, and how do they change automation in Copilot Studio? Heather Orta-Olmo and Derah Onuorah join Sean, Wendy, and Ken to explain how flows work, when to use them instead of Power Automate, and why human-in-the-loop (or man in the middle) is key. With stories from Philips and a preview of intelligent approvals, this episode shows how Agent Flows are powering the next wave of intelligent automation.   Jump into the conversation at aka.ms/LowCodeTopicRequest

Scott & Flows breakdown the Bears huge comeback victory agains the Las Vegas Raiders. FOLLOW SCOTT ON SOCIAL MEDIA: https://x.com/BarbChairScott https://www.tiktok.com/@barbchairscott https://www.instagram.com/barbchairscott https://www.x.com/79thAndHalas Follow & Subscribe to the Barber's Chair Network on Spotify & Apple Podcasts Spotify: https://open.spotify.com/show/4nFJnUOYMmA78twcDnZgVz Apple Podcasts: https://podcasts.apple.com/us/podcast/the-barbers-chair-network/id1643892831 Subscribe to the Barber's Chair Patreon: https://www.patreon.com/c/BarbersChairNetwork BUY YOUR BARBER'S CHAIR MERCHANDISE: https://www.bcnetshop.com/ VISIT: https://www.thebcnet.com/ SUBSCRIBE: https://www.patreon.com/BarbersChairNetwork

Laurent Kretz reçoit Guillaume Escolier, cofondateur de WAX, et Thomas Pedegaye, fondateur d'Email Club. Dans cet épisode sponsorisé, ils délivrent un mode d'emploi pour exploiter au mieux deux canaux CRM complémentaires : l'e-mail et WhatsApp. Alors qu'Email Club s'impose sur le premier canal de CRM, un nouvel outil arrive, WAX, et se voit être un levier complémentaire à ce dernier. Pour cause, une stratégie pragmatique qui a pour objectif de capter les opt-ins et installer des flows qui soutiennent le parcours client. En résultat : une ouverture de 90% dans les 6 premières minutes de lecture, et jusqu'à 20% de récupération sur les paniers abandonnés. Dans cet épisode : 00:00:00 – Introduction 00:05:49 – Pourquoi faire des campagnes WhatsApp ? 00:09:26 – Crash test Black Friday 2023 & ROAS record. 00:14:33 – WhatsApp : cibler les 20% qui génèrent 60 à 75% du CA. 00:17:10 – Collecte d'opt-ins : pop-up mail à WhatsApp. 00:20:03 – Comprendre le Quality score Meta & ses limites. 00:24:07 – Checkout : tracking, expérience client & conversion. 00:28:15 – Le plan de chauffe WhatsApp en 30 jours. 00:34:35 – Back-in-stock & panier abandonné : récupérer jusqu'à 20% de ventes en plus. 00:38:53 – Post-achat WhatsApp : upsell et abonnement. 00:45:54 – Campagnes WhatsApp : early access, co-création.Pour télécharger le guide EmailClub + Wax + Le Panier, laissez-nous votre email dans ce formulaire et on vous l'envoie de suite : bit.ly/lepanier-wax-emailclubEt quelques dernières infos à vous partager :Suivez Le Panier sur Instagram lepanier.podcast !Inscrivez- vous à la newsletter sur lepanier.io pour cartonner en e-comm !Écoutez les épisodes sur Apple Podcasts, Spotify ou encore Podcast AddictLe Panier est un podcast produit par Cosa, du label Orso Media.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

I'm on staycation. I need more time! Today's episode is relating a staycation to real life. We all are busy, and we have to decide what we can spend our time on. Are we making the right choices. I am rambling on about this. I am also speaking of sobriety and how ditching alcohol for good can heal your brain and curb the desire to become altered by substances. Enjoy.

The big things you need to know: • First, weakness in Homebuilders doesn't bode well for the recent outperformance of Small Caps. • Second, we've continued to see some slippage in earnings sentiment (the rate of upward EPS estimate revisions) for the S&P 500, which has been driven by companies outside of the biggest market cap names. • Third, bulls picked up sharply in the AAII survey last week. • Fourth, our work on US equity market performance in the 12-month period following non-recession-related Fed cuts and reset cuts highlights upside risk to our 2H26 S&P 500 target price of 7,100. • Fifth, capex growth improved in 2Q25. • Sixth, US equity funds flows bounced back last week, driven by US-domiciled funds.

Scott & Flows breakdown Caleb Williams & the Bears big breakout afternoon against the Dallas Cowboys. FOLLOW SCOTT ON SOCIAL MEDIA: https://x.com/BarbChairScott https://www.tiktok.com/@barbchairscott https://www.instagram.com/barbchairscott https://www.x.com/79thAndHalas Follow & Subscribe to the Barber's Chair Network on Spotify & Apple Podcasts Spotify: https://open.spotify.com/show/4nFJnUOYMmA78twcDnZgVz Apple Podcasts: https://podcasts.apple.com/us/podcast/the-barbers-chair-network/id1643892831 Subscribe to the Barber's Chair Patreon: https://www.patreon.com/c/BarbersChairNetwork BUY YOUR BARBER'S CHAIR MERCHANDISE: https://www.bcnetshop.com/ VISIT: https://www.thebcnet.com/ SUBSCRIBE: https://www.patreon.com/BarbersChairNetwork

Click here to Shop Affirmation Decks, Oracle Decks, and more! Use Promo code: RCPODCAST20 for 20% off your first order!   Today's Power Affirmation: I refuse to be a poopy-pants crybaby. I control my flows.   Today's Oracle of Motivation: Trudging through life as part of the negative goon squad will never reap a positive outcome. Any seed you plant will grow. If you plant negativity, you'll sprout negativity. You know when you step in dog poo without realizing it, and then you smell it and immediately think it's some stinky bastard around you? Later, you get home and realize it was you the whole time. It's easy to run around blaming the world for everything that stinks until you finally figure out it's just you. Instead of soiling your pants, confront your attitude and mindset. Plant a forest of positivity and build your dream house in it.   Designed to Motivate Your Creative Maniac Mind The 60-Second Power Affirmations Podcast is designed to help you focus, affirm your visions, and harness the power within your creative maniac mind! Join us every Monday and Thursday for a new 60-second power affirmation followed by a blast of oracle motivation from the Universe (+ a quick breathing meditation). It's time to take off your procrastination diaper and share your musings with the world!   For more musings, visit RageCreate.com     Leave a Review & Share! Apple Podcast reviews are one of THE most important factors for podcasts. If you enjoy the show, please take a second to leave the show a review on Apple Podcasts! Click this link: Leave a review on Apple Podcasts Hit “Listen on Apple Podcasts” on the left-hand side under the picture. Scroll down under “Ratings & Reviews” & click “Write A Review” Leave an honest review. You're awesome!  

Pastor David Phelps-A.M. Service-9/21/25

John Kosar of Asbury Research breaks down the Asbury 6, which are metrics measuring different aspects of the market. 4 indicators are currently positive, while 2 are negative. John emphasizes that these are short-term projections, but says that the economy as a whole seems relatively stable. “We're following the money…to be in the right places” when money gets “sticky – and that's where the profits are.”======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

If you love what we do, become a premium YouTube Subscriber or join our Patreon: • https://www.patreon.com/mapitforward• https://www.youtube.com/mapitforwardCheck out our on-demand workshops here: • https://mapitforward.coffee/workshopsConsider joining one of our Mastermind Groups here:• https://mapitforward.coffee/groupcoachingJoin our mailing list:• https://mapitforward.coffee/mailinglistInterested in our business advisory series for your small, medium, or large business? Email us here: support@mapitforward.org••••••••••••••••••••••••••••••••This is the 3rd of a five-part series featuring Nora Burkey, Executive Director of the US-based Nonprofit, The Chain Collaborative, on the Map It Forward Middle East Podcast, hosted by Map It Forward Founder Lee Safar.Throughout this series, Lee and Nora attempt to answer the question, "Will the Development Sector in Coffee Survive?" and explore all the layers that come with it.This series first aired on The Daily Coffee Pro Podcast by Map It Forward.The five episodes of this series are:1. The Evolution of Development in Coffee - https://youtu.be/cXAZ5Z7MtB42. Do We Need Development Work In Coffee? - https://youtu.be/6wP7HL69kPo3. How Money Flows in the Coffee Development Sector - https://youtu.be/fsHTZ7ogOv04. Myths and Realities of the Coffee Development Sector - https://youtu.be/2Kgyuck-jHE5. The Future of Coffee and Development - https://youtu.be/1KutQX_ix9cIn this episode of the podcast series, Lee and Nora delve into the intricate dynamics of the development sector within the coffee industry. They discuss the significant impact of USAID funding cuts, the disparities in compensation between the nonprofit and corporate sectors, and how these challenges affect coffee farmers. The conversation also explores the broader implications of global trade, capitalism, and the resilience of farmers. Stay tuned for valuable insights on whether the development sector can survive in the volatile coffee industry of 2025.Connect with The Chain Collaborative and Nora Burkey here:nora@thechaincollaborative.orghttps://thechaincollaborative.org/https://www.instagram.com/thechaincollaborative••••••••••••••••••••••••••••••••Connect with Map It Forward here: Website | Instagram | Mailing list

Chris Clague, an Associate Fellow at the IISS and an independent advisor on trade and supply chains, discusses recent trends in China-ASEAN trade and investment flows, and how they may be affected by US President Trump's tariff policies.(00:00) - Introduction (02:04) - Overview of China/ASEAN trade and investment (06:26) - Transshipments (09:57) - Transshipment tariffs effect on China's investment (12:54) - China+1 strategy (14:58) - Top destinations and sectors for Chinese investment (17:35) - China's role in global supply chains (20:37) - How will ASEAN manage a surge in imports from China? (24:13) - Conclusion

This week-ahead reading for Sep 15-21, 2025 is an excerpt from today's⁠⁠⁠⁠⁠⁠⁠ ⁠Somatic Space class⁠⁠⁠⁠⁠⁠⁠⁠ with Renee Sills. Today's episode includes a prayer/meditation, noticing the felt sense and full-body effects that emerge when we focus our attention towards gratitude and appreciation.For the full-length forecast and embodied practice for this week,⁠⁠⁠⁠⁠⁠⁠ ⁠purchase the recording here⁠⁠⁠⁠⁠⁠⁠⁠.

Scott & Flows breakdown the Bears blowout loss to the Detroit Lions & discuss the need for not only the Bears but Bears fans to fully embrace a rebuild. FOLLOW SCOTT ON SOCIAL MEDIA: https://x.com/BarbChairScott https://www.tiktok.com/@barbchairscott https://www.instagram.com/barbchairscott https://www.x.com/79thAndHalas Follow & Subscribe to the Barber's Chair Network on Spotify & Apple Podcasts Spotify: https://open.spotify.com/show/4nFJnUOYMmA78twcDnZgVz Apple Podcasts: https://podcasts.apple.com/us/podcast/the-barbers-chair-network/id1643892831 Subscribe to the Barber's Chair Patreon: https://www.patreon.com/c/BarbersChairNetwork BUY YOUR BARBER'S CHAIR MERCHANDISE: https://www.bcnetshop.com/ VISIT: https://www.thebcnet.com/ SUBSCRIBE: https://www.patreon.com/BarbersChairNetwork

Lucas Downey compares the post-tariff rally to the post-Covid rally and highlights the factors he says can support the markets climbing even higher. He focuses in on money flows, pointing out major interest in AI-related companies. For example, he notes “non-stop inflows” into Seagate Technology (STX), and flows into healthcare companies like Humana (HUM). He believes it is a “stock picker's market” and says investors should focus on “best in breed” companies.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Foreign demand for emerging-market local debt is improving, as overseas investors pursue yield differentials amid diminishing currency volatility. Bertrand Delgado, head of Latin America strategy at Societe Generale, joins Damian Sassower, Bloomberg Intelligence's chief emerging market fixed income strategist, to assess macroeconomic conditions across Latin America and the broader EM landscape, with implications for institutional investors across the globe. Delgado and Sassower touch on topics ranging from portfolio flows and foreign direct investment to cross-asset volatility and currency skew.

Amid shifting geopolitics and increased interest from sovereign wealth funds, we explore emerging opportunities for bilateral Shariah-compliant investment into the UK and other global markets. Discussions will focus on direct and private equity investment, along with growing demand for Shariah-compliant alternative assets, including asset-backed credit, venture funds, real estate, real assets, and Islamic debt funds.Moderator:Richard Thomas, Managing Director, Sustainable EconomyPanelists:Adeel Khan, Managing Partner, PotentiaMahdi Yazdizadeh, CEO, Ereele CapitalMike Rainey, Partner, King & SpaldingMohammed Saifullah Khan, CEO, Ebdaa Islamic Finance Consultancy

"We haven't seen a lack of liquidity," says Kevin Green. He kicks off Morning Movers with a look at this week's rally bucking historical seasonality trends in September, being fueled by Oracle (ORCL) and the A.I. trade. To the upside, KG's watching $6575 for the S&P 500 (SPX) with $6485 as a potential downside range. He says rotation patterns taking place could be pretty "mechanical" but admits that upside momentum appears to be continuing. Later, KG reacts to a Street upgrade for Nvidia (NVDA) before previewing the August CPI print.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Money flows have been positive over the past few weeks, yet markets have not advanced much. Relative strength is picking up, but still in a negative divergence with the market itself. However, momentum remains very, very slow even as stocks continue to rise. Only slowly. There is a significant gap between the market and the MAG-7. More inflation prints coming in the latest CPI & PPI reports, and if they come in weaker than expected, along with the recent disappointing employment numbers, the odds increase of a 50-bp rate cut by the Fed.  Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO  Produced by Brent Clanton, Executive Producer ------- Watch the Video version of this report on our YouTube channel: https://www.youtube.com/watch?v=o6i2HhmE5U0&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Get more info & commentary:  https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Register for our next RIA Dynamic Learning Series event, "Savvy Medicare Planning," September 18, 2025: https://realinvestmentadvice.com/resources/events/savvy-medicare-planning-what-baby-boomers-need-to-know-about-medicare/ ------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MoneyFlows #RelativeStrength #CPI #PPI #Inflation #MarketDeviations #NegativeDivergence #MarketCorrection #20DMA #50DMA #100DMA #200DMA #InvestingAdvice #Money #Investing

Mitty Fresh n' Da Gang - Concrete Flex www.nocturnalradio.live // www.mitchellfrederick.com This is a Mitty Fresh Production… Yeah… uh… New York state of mind… Streets talk, we don't rewind… Concrete flex, money on deck, Diamonds on ice, but the city in check, Runnin' these blocks, we earnin' respect, From the Bronx to BK, we stack and protect. Corner store dreams, lit by the neon, Shooters stay quiet, but they always see one, Moves on the low, gotta play it strategic, Flows mathematical, grind encyclopedic. Hustle in the cold, where the night don't sleep, Voices in the stairwell, secrets they keep, Concrete jungle, survival is law, Money on the table, ambition raw. Concrete flex, money on deck, Diamonds on ice, but the city in check, Runnin' these blocks, we earnin' respect, From the Bronx to BK, we stack and protect. Brownstones echo, subway shake, Dreams built bigger than the risks we take, Trap on fire, but the flow stay froze, Power in the voice, everybody knows. Triple-time cadence, words overlap, Numbers go crazy when I drop that rap, Hov in the blueprint, kings with a pen, But the style stay fresh when the beat drop in. Streets don't sleep, they just rotate, Life on the line, gotta hold weight, Checks get signed, but the grind pure pain, Concrete flex, put respect on the name. Concrete flex, money on deck, Diamonds on ice, but the city in check, Runnin' these blocks, we earnin' respect, From the Bronx to BK, we stack and protect. This is New York, born from the grind, Legends made here, one of a kind, Concrete flex, it's more than a rhyme, Mitty Fresh on the beat, timeless design. This is a Mitty Fresh Production… Yeah… uh… Bright lights fade… but the hustle alive, In the city of stone, only strong survive. Concrete flex, pressure applied, From Queens to the Heights, we let the money decide, Steel veins pumping, respect worldwide, This the part two, watch the city collide. Subway roar, echo in the veins, Streetlights flicker, blood in the drains, Every block built on stories untold, Legends carved deep in the concrete cold. Wordplay heavy, cadence cut raw, Every rhyme brick like a hustler's law, Shadow in the alley, voice in the rain, Power in the pain, ambition remains. Concrete flex, pressure applied, From Queens to the Heights, we let the money decide, Steel veins pumping, respect worldwide, This the part two, watch the city collide. Gold on my wrist but the soul stay hungry, Boardroom suits still built from the ugly, Flow stay surgical, bars like a scalpel, Life in the jungle, the grind is the chapel. Triplets in the rhyme, flow like a chase, Gunna-type bounce with a Brooklyn bass, Every word sharp, double-time precision, Blueprint dreams with a Hov-like vision. Skyscrapers watch, shadows move fast, History repeats, but the future gon' last, Concrete flex, yeah the city's our stage, Written in the lights, every block, every page. Concrete flex, pressure applied, From Queens to the Heights, we let the money decide, Steel veins pumping, respect worldwide, This the part two, watch the city collide. Concrete flex, part two in the book, Streets still talking, take another look, From the bottom to the top, the design stays true, New York heartbeat, forever brand new.

As the largest buyer of canola seed from Canada, China’s actions to restrict imports of Canadian canola seed, oil, and meal carry undeniable weight in the market, and the long-term market implications may be more complex than they appear at first glance. Speaking with Shaun Haney on RealAg Radio, Jon Driedger of LeftField Commodity Research... Read More

Fiscal policy shifts, from taxes to tariffs, are steering global capital and trade flows. The US, for instance, is attracting investments despite the tariff headlines—illustrating how the impact of these policies continues to evolve. In a dynamic policy environment, taxes and tariffs could create new implications for asset classes, sectors, and market structures.  This episode of The Outthinking Investor explores macro implications from taxes and tariffs, how policy changes are shaping the way investors allocate capital, and why economic growth could be more resilient against higher tariffs than in the past.  Our guests are: Douglas Holtz-Eakin, President of the American Action Forum and former Director of the Congressional Budget Office Kimberly Clausing, professor of tax law and policy at UCLA School of Law and former lead economist in the US Treasury's Office of Tax Policy Jeffrey Young, Head of Investment Strategy for PGIM's quant team Do you have any comments, suggestions, or topics you would like us to cover? Email us at thought.leadership@pgim.com, or fill out our survey at PGIM.com/podcast/outthinking-investor. To hear more from PGIM, tune into Speaking of Alternatives, available on Spotify, Apple, Amazon Music, and other podcast platforms. Explore our entire collection of podcasts at PGIM.com.

Michael Kramer from Reading The Markets and Mott Capital Management on trade war takeaways and the big sharp sell-off (1:10). Difference between implied and realized volatility (5:35). Vol up, spot up scenario (8:15). Fed mandates and inflation (13:00). Reverse repo facility symbol of excess cash; preparing for liquidity drain (19:30). Protecting your portfolio in a time of heightened risk (32:25). Is QE coming? (38:40) This is an excerpt from a recent webinar, Portfolio Protection For Volatility Risk.Show Notes:This Week Could Bring The Fed's Worst Nightmare: StagflationPortfolio Protection For Volatility RiskEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

The Rollup TV is brought to you by:Boundless: https://beboundless.xyz/AltLayer: https://www.altlayer.io/Vertex: https://vertexprotocol.com/Subsquid: https://www.sqd.ai/Join The Rollup Family:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd..Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+8ARkR_YZixE5YjBhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

FULL SHOW NOTES: https://www.haileyrowe.comer/pipelineJoin my free Facebook community for business support & to connect with other health coaches: https://www.facebook.com/groups/themarketinghubgroup/Facebook: https://www.facebook.com/haileyrowecoachInstagram: https://www.instagram.com/hailey_roweTwitter: https://www.twitter.com/hailey_rowe

Don and Tom dismantle the “passive bubble” trope, walk through Morningstar's active/passive scorecard (great one-year anecdotes vs brutal long-run stats), and recap the steady shift of investor dollars toward indexing. A caller tries to drag the show into politics via data independence (BLS/Fed), prompting a level-headed reminder that markets price reality over rhetoric. The TSP's revamped I Fund gets kudos for finally adding emerging markets (with a nudge to pair it with value tilts outside TSP). Two meaty segments cover long-term care: costs, weak benefits on traditional policies, when hybrids can make sense, and why many households effectively self-insure or rely on Medicaid as the backstop. Another caller asks about Die With Zero; verdict: great mindset—if your plan already covers worst-case needs. 0:05 Holiday opener, calls invite, “passive is a bubble?” setup 2:06 Is price discovery “broken” if money flows to index funds? 2:40 Active still >50% of U.S. fund assets; global passive ≈20% AUM 4:22 Morningstar barometer: 42% of active beat in 1-yr… so 58% didn't 6:36 Long-run stats: 3-yr 17.7%, 5-yr 8.2%, 10-yr 2.5%, 15–20-yr ≈~1% of active beat 8:32 Flows: from 1 in 20 dollars passive ('97) to 1 in 2 today; costs matter 10:58 Caller (Sammamish): data independence, politics, rates, inflation risk; market effects vs reality 16:19 Inbox: TSP update—I Fund now includes EM; still thin on value/small tilts 18:32 Why add small/value (incl. intl); performance pops don't change the case 22:26 Caller (LTC): traditional vs hybrid; math on premiums, caps, Medicaid backstop 26:37 Basic quote math: ~$1,900/yr at 60 for ~$150k cap; lump-sum hybrids trade-offs 29:10 Caller (Maya, Los Altos): Die With Zero—great if plan covers tail risks; most retirees can't 34:38 Caller (Americus, GA): Mutual of Omaha pitch; self-insure debate; taxes/deductions misconceptions 38:55 Wrap: how to send questions; where to get advice Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Bloomberg ETF analyst James Seyffart breaks down how the Ethereum ETF approval could be the Trojan Horse that unlocks a tidal wave of altcoin ETFs, think Solana, XRP, DOT, LINK, and more. But here's the twist: are the real gains hiding in public equities and digital asset treasuries (DATS) instead of tokens?~~~~~

Jillian DelSignore from Nasdaq recaps their August retail trading flows. She notes two themes of interest: flows into sectors like cybersecurity & AI, which she argues are “digital utilities,” and flows into banks, with “strong, strong momentum” behind the KWEB ETF. Jillian also explains aggressive flows into QQQI as she discusses what retail traders were buying in August. She explores educational resources for ETF investors and why they are critical for any market participant.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

In this episode of Lead-Lag Live, I sit down with Brendan Ahern, Chief Investment Officer at KraneShares, to separate narrative from data on non-U.S. and emerging markets.From index-construction quirks to the impact of a weaker dollar, Brendan lays out why headline EM returns can hide powerful growth — and how investors might be looking in the wrong places.In this episode:– Why headline EM returns can mask strong tech-led performance– How stripping out banks/energy/SOEs changes the EM picture– What a weaker dollar means for global rebalancing out of U.S. equities– Where growth actually lives: names like TSMC, Alibaba, Tencent, Mercado Libre– How to think about EM “growth factor” exposure alongside broader EM allocationsLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#LeadLagLive #EmergingMarkets #Investing #GlobalEquities #USDollarStart your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Support the show

In this episode, Junior shares a powerful truth about how human beings are designed: what you focus on intensifies. If you focus on negativity, you attract more of it. But if you shift your focus to positivity, you not only feel better — your entire life begins to improve.Junior explains how there is no limit to the amount of good you can experience and create when you choose to focus on the positive. But on the negative side, the path is limited — it only leads to the streets, to prison, or eventually, the graveyard. And once you're in the graveyard, that's the end of the road.As Junior always says, “Life is short. Live your dreams.”There's no limit to how many dreams you can live — as long as you stay focused on what's good, possible, and uplifting.If you'd like to work with Junior, visit www.hereforyoulifecoaching.com or email him directly at junior@hereforyoulifecoaching.com.Here For You Life Coaching is a Voicemaster Enterprises LLC company. © 2025 All rights reserved.

Derek Moore and Michael Snyder touch on Nvidia post earnings to see whether the options market go the expected moves right or not. Then, they explore Interactive Brokers replacing Walgreens in the S&P 500 Index and how new entrants are often a big, overlooked aspect of S&P earnings growth. Then, they once again check in on the Fed and PCE Inflation which while not dropping isn't rising either. Later they look at how the Atlanta GDP Now model shows increasing growth while personal income is rising as well, so what could go wrong?   Nvida post earnings options moves Why Nvidia long straddles before earnings didn't' work Personal Income is rising PCE Personal Consumption Index is flat Cumulative flows into Ethereum are driving price New entrants and drops from the S&P 500 Index Interactive Brokers replaces Walgreens in S&P 500 Index Vanguard VXF ETF Extended Markets Gives Potential S&P 500 Candidates The Fed and the interest rate probabilities for a cut through end of 2025 Atlanta Fed GDP Now Nvidia Forward PE Ratio vs Forward EPS Estimates vs Price   Mentioned in this Episode   Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT   Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt   Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag   Contact Derek derek.moore@zegainvestments.com     

Sam ran late this morning which leads Jon to share a funny story from his past. Jon takes an extended look at the Cracker Barrel logo controversy and the company's latest decision. Jon covers a related story regarding a different restaurant chain looking to make their own changes. President Trump weighs in on massive pop culture news.

Sam ran late this morning which leads Jon to share a funny story from his past. Jon takes an extended look at the Cracker Barrel logo controversy and the company's latest decision. Jon covers a related story regarding a different restaurant chain looking to make their own changes. President Trump weighs in on massive pop culture news.

Sam ran late this morning which leads Jon to share a funny story from his past. Jon takes an extended look at the Cracker Barrel logo controversy and the company's latest decision. Jon covers a related story regarding a different restaurant chain looking to make their own changes. President Trump weighs in on massive pop culture news.

Sam ran late this morning which leads Jon to share a funny story from his past. Jon takes an extended look at the Cracker Barrel logo controversy and the company's latest decision. Jon covers a related story regarding a different restaurant chain looking to make their own changes. President Trump weighs in on massive pop culture news.

How is OZ 2.0 changing capital flows into Opportunity Zone funds? Peter Ciganik of GTIS Partners joins the show to discuss how permanence is boosting investor confidence, why institutions are returning, and GTIS's strategy across multifamily and industrial projects. Show notes & summary: https://opportunityzones.com/2025/08/peter-ciganik-356/

Sam ran late this morning which leads Jon to share a funny story from his past. Jon takes an extended look at the Cracker Barrel logo controversy and the company's latest decision. Jon covers a related story regarding a different restaurant chain looking to make their own changes. President Trump weighs in on massive pop culture news.

Sam ran late this morning which leads Jon to share a funny story from his past. Jon takes an extended look at the Cracker Barrel logo controversy and the company's latest decision. Jon covers a related story regarding a different restaurant chain looking to make their own changes. President Trump weighs in on massive pop culture news.

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Allocator https://amzn.to/2sgip3lABOUT THE PODCASTHi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.SEE LATEST EPISODEShttps://acquirersmultiple.com/podcast/SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/FOLLOW TOBIASWebsite: https://acquirersmultiple.com/Firm: https://acquirersfunds.com/ Twitter: ttps://twitter.com/GreenbackdLinkedIn: https://www.linkedin.com/in/tobycarlisleFacebook: https://www.facebook.com/tobiascarlisleInstagram: https://www.instagram.com/tobias_carlisleABOUT TOBIAS CARLISLETobias Carlisle is the founder of The Acquirer's Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon's Business and Finance The Acquirer's Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner's Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam. He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).