Podcasts about FX

One random act of kindness, a stranger on the freeway, and a moment that changed everything.Listen to this to restore your faith in humanity and discover how a split-second decision can reveal the goodness still left in the worldWanna listen to this episode AD FREE?? Go to my ad free subscription at - almostadulting.supercast.comToday's episode is brought to you by:Stasis - Don't let Adderall make you feel like sh*t. Pair it with Stasis and get your focus, without the 3pm energy crash, moodiness, or restless nights. Get an extra 15% off your first purchase using my code VIOLET at checkout! https://takestasis.com/VIOLETMaterialists Movie - Movie comes out June 13! Get your tickets HEREAdults Show - Watch FX's Adults OUT NOW on FX. All Episodes Streaming on Hulu.Air Doctor - Head to AirDoctorPro.com and use promo code ADULTING to get UP TO $300 off today! AirDoctor comes with a 30-day money back guarantee, plus a 3-year warranty—an $84 value, free! See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

MUSICCountry superstar Vince Gill has one challenge only a few other guitarists have faced: the wild visuals during Eagles' residency shows at the Las Vegas Sphere. RIP: Rick Derringer passed away Monday night at the age of 77 in Ormond Beach, Florida. He was in intensive care and died "peacefully" in his sleep after being taken off life support following a medical episode. He was surrounded by his wife Jenda and close friend Tony Wilson. "Lose Control" by Teddy Swims has set a new record, with 92 weeks on the Hot 100. TV"The Handmaid's Tale" is in the can after six seasons. But there's a sequel series called "The Testaments" in the works. And we might actually see Elisabeth Moss on it. · Some big TV shows hit streaming this week … Adults is poised to be the Friends of the 2020s. It's an ensemble comedy about five 20-somethings living together – but the twist is, they're all crashing in the childhood home of Malik (Malik Elassal). It airs on FX on Wednesdays but episodes will also be on Hulu.Season 3 of And Just Like That premieres on HBO Max on Thursday. Even though it's been two years since Season 2, the show picks up just five weeks later. Carrie (Sarah Jessica Parker) and Aiden (John Corbett) are still trying to work out their long-distance arrangement, Charlotte (Kristen Davis) is managing parenthood, and Miranda (Cynthia Nixon) has made up with Steve (David Eigenberg).On the reality front, F1: The Academy will get your heart racing with some high-speed action. It's from Reese Witherspoon's production company, and it follows female drivers in the 2024 F1 Academy racing series. The full season hits Netflix on Wednesday. MOVING ON INTO MOVIE NEWS:A stunt performer on “Horizon 2” sued Kevin Costner on Tuesday, alleging that she was forced to perform an unscripted rape scene without proper protocols.· AND FINALLY"Mission: Impossible - The Final Reckoning" had a series-best opening with $79 million at the U.S. box office over the holiday weekend. But not all of his movie are winners. BusinessInsider.com ranked all of his movies. Here are Tom's 10 BESTAND THAT IS YOUR CRAP ON CELEBRITIES!Follow us @RizzShow @MoonValjeanHere @KingScottRules @LernVsRadio @IamRafeWilliams - Check out King Scott's Linktr.ee/kingscottrules + band @FreeThe2SG and Check out Moon's bands GREEK FIRE @GreekFire GOLDFINGER @GoldfingerMusic THE TEENAGE DIRTBAGS @TheTeenageDbags and Lern's band @LaneNarrows ⁠http://www.1057thepoint.com/RizzSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

On Friends Like Us, host Marina Franklin dives deep into critical discussions on black maternal health with the incredible Dr. Wylin D. Wilson and comedian Ashima Franklin. Empower yourself with knowledge, laughter, and inspiration!  Wylin D. Wilson is Associate Professor of Theological Ethics at Duke Divinity School where she teaches Womanist Bioethics within the Theology Medicine and Culture program. She is author of Economic Ethics and the Black Church and Womanist Bioethics: Social Justice, Spirituality, and Black Women's Health. Ashima Franklin is a comedian, writer and actor, born and raised in Mobile, AL. Recently, she was selected as one of the inaugural 2024 NETFLIX IS A JOKE… Introducing (New Faces) comedians. In addition, she was also selected “Best of Fest” at Moontower Comedy Festival in Austin. She also performed in comedy festivals like Flyover Comedy Fest, Laughing Skull and New York Comedy Festival. Previously, she toured the country for 5 years with Katt Williams on the Priceless, The Katt Pack and Katapocolypse tours. . As an actor, she also appeared in the movie THE AFTERPARTY on Netflix. Ashima recently appeared on the ALLBLK Network on the Kendall Kyndall show with Drew Sadora, as well as Season 2 of OWN's READY TO LOVE. In addition, she appeared on Kountry Wayne's COMEDY SHIT (Youtube), in which she is currently a recurring cast member. Ashima also headlined the Vivica Fox Funny by Nature Tour. Ashima was selected to be a part of the 2022 & 2023 New York Comedy Festival. Always hosted by Marina Franklin - One Hour Comedy Special: Single Black Female ( Amazon Prime, CW Network), TBS's The Last O.G, Last Week Tonight with John Oliver, Hysterical on FX, The Movie Trainwreck, Louie Season V, The Jim Gaffigan Show, Conan O'Brien, Stephen Colbert, HBO's Crashing, and The Breaks with Michelle Wolf. Writer for HBO's 'Divorce' and the new Tracy Morgan show on Paramount Plus: 'Crutch'.     

This week, the girls are scheming & planning their summer! They talk about recipes they want to try, books to read, wellness routines, & more. They also recap the newest season of SLOMW & give their unfiltered thoughts! What we are wearing/mentioning links: https://shopmy.us/whatwesaidpodcastWatch us on YouTube: WWS YouTube ChannelShop our MERCH! Shop.DearMedia.com/WHATWESAID FOLLOW US! INSTA//WWSJaciChelseyTIKTOK//ChelseyJaciYOUTUBE//Chelsey JadeJaci MarieSPONSORS//Huggies: More parents choose the NEW Huggies Snug & Dry softness, versus the leading premium diaper. Huggies. We got you, baby.Primarily Pure: Use code “WHATWESAID” to get 15% off your Primally Pure purchase. Primallypure.comRylee & Cru: Visit ryleeandcru.com/whatwesaid and use code WHATWESAID at checkout for 20% off your first purchase. Squarespace: Go to Squarespace.com for a free trial, and when you're ready to launch, squarespace.com/WHATWESAID to save 10% off your first purchase pf a website or domainFX ADULTS: Watch FX's Adults, 5.28 on FX. All Episodes Streaming on Hulu.Please note that this episode may contain paid endorsements and advertisements for products and services. Individuals on the show may have a direct or indirect financial interest in products or services referred to in this episode. Produced by Dear Media. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

John Pompliano and Anthony Pompliano discuss bitcoin, bitcoin conference in Las Vegas, bitcoin treasury companies, macro environment, inflation, timeless investing principles, and how this all impacts your portfolio. =======================Bitwise is one of the largest and fastest-growing crypto asset managers. As of December 31, 2021, the company managed over $1.3 billion across an expanding suite of investment solutions, which include the world's largest crypto index fund and other innovative products spanning Bitcoin, Ethereum, DeFi, and crypto equities. Whether you're an individual, advisor, or institution, Bitwise provides intelligent access to crypto with your unique circumstances in mind. Visit www.bitwiseinvestments.com to learn more. Certain of the Bitwise investment products may be subject to the extreme risks associated with investing in crypto assets. Visit www.bitwiseinvestments.com/disclosures/ to learn more.=======================Xapo Bank, the world's first fully licensed Bitcoin-enabled bank, offers military-grade security with an unmatched blend of physical and digital security, as well as pioneering regulatory oversight, so your funds are always protected. Beyond secure storage, they enable you to grow and use your Bitcoin. Earn daily interest in Bitcoin, spend with zero FX fees using a global card, and make instant payments via the Lightning Network for unrivalled access and convenience. Visit https://www.xapobank.com/pomp to join.=======================BitcoinIRA: Buy, sell, and swap 75+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $500 in rewards.=======================Pomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/=======================View 10k+ open startup jobs:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://dreamstartupjob.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Enroll in my Crypto Academy: https://www.thecryptoacademy.io/

The Good Guys rub the cream and the clear all over themselves and explore Mushroom Zombieland. This is them. The one where The Good Guys watch ⁠The Girl With All The Gifts⁠ - -The Good Guys:  Regan, Rob, and Ryan -Producer:  Eric 'e0n' Chung  -Engineers:  Regan & Eric  -Social Media Strategist:  E  -Background Music and FX courtesy of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Karl Casey @ White Bat Audio⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  - -⁠The Them -Invincible Flavor -The Ants Of Us -⁠ -⁠⁠ -Featured background music playlist:  Ad Infinitum, Data, Mantra, Symbolic, Vintage, and Arcadia  by  White Bat Audio  -Background music for POP Quiz is Lost City ⁠⁠by  White Bat Audio  - Theme music is Battle (Boss) by BoxCat Games and is licensed under CC BY 3.0  - Additional music is Against the Wall by BoxCat Games and is licensed under CC BY 3.0  -

It's a new week and we have the latest example of what an FT columnist has called the TACO trade engaging once again: Trump Always Chickens Out. In this case, it was Trump's announcement late yesterday to delay the threat to slap 50% tariffs on the EU already to July 9 rather than June 1 (which he threatened on Friday). The US is out on holiday today, but we have plenty to discuss on geopolitics, further Trump tariff threats and executive orders on nuclear, moves in FX and more. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy. John's article (first in four part series) on trading and investing in the Trump 2.0 era.   Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo.

"After being arrested for arson, the gang is sentenced to do community service. Frank makes an effort to connect more with Dennis." -Original Air Date: 7/20/2006- This week we're talking about The Gang Gives Back, being law-abiding citizens, dated Apple computers and the ins and something weird that came from this episode airing out of order. This is No Hugging, No Learning, the show about one thing...watching It's Always Sunny in Philadelphia for the first time. Want more NHNL? Next week's episode drops early on Patreon! You can now join the It's a Hyundai tier for FREE for the first 7 days, and then just $5/month after that. You'll get every episode one week early with all of the extra content that we usually clip out of each release and movie reviews from the Seinfeld Extended Universe. Join Us at patreon.com/nohugging As a reminder, don't sign up for this inside the Patreon app - use a web browser on your phone or computer! You will be charged more for signing up inside the app (and that extra money does NOT go to us) Wanna start your own podcast? Do it with Libsyn and get up to 2 months free podcasting service with our Libsyn code HUGGING. Get a FREE No Hugging, No Learning sticker by giving us a 5 star rating and a written review wherever you listen to this! Just be sure to send us your address! Email us: nohuggingnolearningshow@gmail.com Follow us!  @nohugging on X @nohugging_nolearning on Instagram @nohugging.bsky.social on Bluesky Music: "The Gang Gets Trapped" by Reed Streets

Send us a textNikki Boyer is an Emmy Award-winning host, actress, and the creator of Dying for Sex — the wildly beloved Wondery podcast that's now the hit FX series starring Michelle Williams and Jenny Slate. But at the heart of that story is something deeper: Nikki's relationship with her real-life soul sister, Molly, and how it deepens through life, death, and beyond.In this conversation, Nikki and I drop into the sacred, messy terrain of grief, death, and the magic that lingers long after someone we love leaves the physical. We talk about the soul contract between best friends, how spirit shows up in the quietest (and weirdest) ways, and how Nikki believes Molly is still working through her, through the show, and in other ways, big and small.This episode is a tribute to the kind of sisterhood that spans lifetimes — and the love that doesn't die.JAMES WEDMORE'S RISE OF THE DIGITAL CEORegister for the Rise of the Digital CEO with James Wedmore. It's free, and all the fun kicks off May 29th.Take the Digital CEO Assessment to find out which level you're at.

Desde mi taburete habitual del Cheers, en Boston, California... C.J. Navas, Jorge y Don Carlos repasan la actualidad seriéfila de los diferentes canales, cadenas y plataformas, los estrenos de los próximos días, las ficciones más vistas por su audiencia, contestan a las preguntas de los oyentes y dan sus recomendaciones habituales de cada semana. Recomendaciones de la Semana: Don Carlos: El nuevo canal de AMC de cosas antiguas Jorge: Vicios Ocultos / Hacks / The Last of Us CJ: Sirenas / Nine Perfect Strangers ¡Esperamos tus audiocomentarios!: Mándanos tus mensajes por WhatsApp al +34 604 41 64 49 o a ⁠⁠⁠⁠⁠https://fueradeseries.com/mensajes⁠⁠⁠⁠⁠ Vota en los Power Rankings: Participa en la elaboración de nuestros Power Rankings votando a tus series favoritas de la semana en: ⁠⁠⁠⁠⁠https://fdseri.es/33u15eb⁠⁠⁠⁠⁠ Únete a nuestro chat de Telegram en el que miles de personas hablamos cada día de series: Telegram – Grupo de debate: https://telegram.me/fueradeseries Telegram – Canal de noticias: https://t.me/noticiasfds Síguenos en nuestras plataformas y podcast sobre series: Apple Podcast - https://podcasts.apple.com/es/podcast/fuera-de-series/id288039262 Spotify - https://open.spotify.com/show/3RTDss6AAGjSNozVOhDNzX?si=700febbf305144b7&nd=1 iVoox - https://www.ivoox.com/podcast-fuera-series_sq_f12063_1.html Redes Sociales: X / Twitter: https://twitter.com/fueradeseries Facebook: https://facebook.com/fueradeseries Instagram: https://www.instagram.com/fueradeseries/ Youtube: https://youtube.com/fueradeseries Learn more about your ad choices. Visit megaphone.fm/adchoices

Ambición, poder, deseo y una sucesión envenenada al estilo más oscuro del mito. Todo esto y mucho más nos ha dejado el episodio final de Sirens, la miniserie de Netflix que reinterpreta las sirenas griegas en clave contemporánea, y que analizamos en profundidad en este nuevo especial de Fuera de Series. Comentamos la transformación de Simone de asistente devota a heredera del imperio de Kiki, el papel silencioso pero decisivo de Peter, la hipocresía en torno al culto de aves, y la trampa que supone el aparente poder femenino en un sistema que sigue controlado por hombres. También exploramos los temas clave que ha tocado la serie —desde la seducción como herramienta de supervivencia, el culto al bienestar como disfraz de dominación, hasta la fragilidad del estatus en relaciones desiguales— y reflexionamos sobre el legado simbólico que deja Sirens en el panorama de las series limitadas. ¡Dale al play y acompáñanos en este repaso final cargado de spoilers, metáforas afiladas y más de una lectura oculta que quizá no viste venir! Learn more about your ad choices. Visit megaphone.fm/adchoices

Lahore Qalandars have qualified for their 3rd PSL final in 4 years. Here's what we think about it.Tickets for Toronto Blue Jays Cricket Day at the park on Saturday, May 31st, here: https://cutt.ly/CDPCCBPPT&C applies: https://www.sendwave.compromocode "SCOREPK" valid until 06/15/2025Sendwave makes money off the exchange rate.FX rates are subject to change.Use code "BP10" for an exclusive 10% off your purchase at Yashi Sports: https://www.yashisports.com

Tom Bodrovics welcomes back Tony Greer, trader, editor of The Morning Navigator , and co-founder of the MacroDirt podcast, to discuss the current state of global markets. The conversation begins with an overview of the chaotic economic landscape, including regime change dynamics, inflationary pressures, and market volatility across sectors like bonds, gold, oil, and Bitcoin. Tony highlights the breakdown of traditional market correlations, making it difficult to predict trends. He emphasizes gold as a key store of value, noting central bank buying but expressing caution about its current highs and potential vulnerabilities if buyers step back. Gold miners, meanwhile, are performing well, though Tony questions whether larger investors will shift allocations into them. The discussion turns to bond markets, particularly the Japanese situation, where yields have spiked, raising concerns about central bank intervention. Tony suggests that yields may continue to rise before any potential stabilization. He also touches on inflation, noting that while official numbers appear tame, everyday costs remain high, and the impact of tariffs could linger. Oil prices are surprisingly stable despite geopolitical tensions, with plenty of supply keeping prices in check. Tony speculates that energy stocks could rebound if oil prices stabilize but remains cautious about their profitability at current levels. The interview also covers the broader economic picture, including the risks of a U.S. recession and the impact of Trump's trade policies. Tony expresses skepticism about chasing recession narratives, instead focusing on market trends and central bank behavior. He concludes by reiterating the importance of watching stores of value like gold and Bitcoin, given the ongoing themes of currency debasement and geopolitical uncertainty. Timestamp References:0:00 - Introduction0:43 - Interesting Times1:42 - Politics & Correlations3:44 - C.B. & High Gold Prices12:05 - Timeframes & Signals16:46 - Capital Rotation Miners19:44 - Global Debt Markets22:57 - Volatility & Confusion25:16 - C.B. Coordination & YCC27:00 - Inflation Threats?28:41 - Oil Price Drivers33:18 - Recession Risks?35:25 - Tariff Ramifications37:14 - Copper?38:10 - Trump's Administration40:40 - 2025 What to Watch43:58 - U.S. Debt Overhang?45:21 - Wrap Up Guest Links:Substack: https://tgmacro.substack.com/Twitter: https://x.com/tgmacroWebsite: https://tgmacro.com/E-Mail: tony@tgmacro.comMacro Dirt Podcast: https://www.google.com/search?q=macro+dirt+podcast After graduating from Cornell University in 1990 Tony followed in his father's footsteps to a Wall Street trading operation. He quickly learned his career path would be vastly different. He says, "I would not be sitting in the same seat on the same trading desk managing the same risk for the same firm for over 30 years." We have clearly entered a new era in financial markets. He began in the treasury department of Sumitomo Bank on the 107th floor of the World Trade Center downtown Manhattan. Tony was an FX trading assistant while the Quantum Fund was breaking the Bank of England in 1992. In 1993 he joined Union Bank of Switzerland as an FX and commodities trader, spending half a year as a Vice President in their Zurich treasury department. Then returned to New York City early in 1995 to join J. Aron & Company, the privately held commodity trading arm of Goldman Sachs. He managed risk for the Goldman Sachs Commodities Index, in precious and base metals trading, and futures and options trading on the New York Mercantile Exchange. He started his first venture in 2000 – Machine Trading which happened right before the tech bubble burst. That decision was his first excruciating life lesson in market timing. It turned out to be an extremely valuable learning experience. He believes there is a massive opportunity with both the unprecedented situation in global markets and in the way financial news is consum...

JPM Strategists Meera Chandan and Jay Barry discuss rising term premium across DM government bond markets, the passage of the House tax bill, rising tariff risks, and what this means for rates and FX markets.   Speakers:  Meera Chandan, Global FX Strategy Jay Barry, Head of Global Rates Strategy   This podcast was recorded on May 23, 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4989466-0, https://www.jpmm.com/research/content/GPS-4991726-0,  https://www.jpmm.com/research/content/GPS-4989711-0, https://www.jpmm.com/research/content/GPS-4989990-0, https://www.jpmm.com/research/content/GPS-4979940-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

Lee Hardman, Senior Currency Analyst, speaks with Abdul-Ahad, Currency Analyst, to discuss what has triggered renewed selling over the past week. Will the loss of confidence in the US and Japanese debt markets have a spillover impact on the FX market?   

Bobby, Zac, and Ojas break down another fun Season Five episode.(Originally published February 2024)Send us a textSupport the showJoin us on Patreon for access to additional content. https://www.patreon.com/nextonescomingfasterFollow us on Social Media: https://linktr.ee/nextonescomingfaster

Bobby, Zac, and Ojas break down this punny episode of season four.(Originally published October 2023)Send us a textSupport the showJoin us on Patreon for access to additional content. https://www.patreon.com/nextonescomingfasterFollow us on Social Media: https://linktr.ee/nextonescomingfaster

Bobby, Zac, and Ojas had a good time talking about this kinda silly and weird, but quite entertaining, season four episode!(Originally published November 2023)Send us a textSupport the showJoin us on Patreon for access to additional content. https://www.patreon.com/nextonescomingfasterFollow us on Social Media: https://linktr.ee/nextonescomingfaster

This was a big, fun, episode to cover! Bobby, Zac, and Ojas are REALLY getting into the thick of Season Four now.(Originally published November 2023)Send us a textSupport the showJoin us on Patreon for access to additional content. https://www.patreon.com/nextonescomingfasterFollow us on Social Media: https://linktr.ee/nextonescomingfaster

Bobby, Zac, and Ojas are ready to find out who Drew Thompson is in another big, fun season four episode!(Originally published November 2023)Send us a textSupport the showJoin us on Patreon for access to additional content. https://www.patreon.com/nextonescomingfasterFollow us on Social Media: https://linktr.ee/nextonescomingfaster

Bobby, Zac, and Ojas are ready to find Drew Thompson! Another great Season Four episode!(Originally published November 2023)Send us a textSupport the showJoin us on Patreon for access to additional content. https://www.patreon.com/nextonescomingfasterFollow us on Social Media: https://linktr.ee/nextonescomingfaster

Bobby, Zac, and Ojas chat about the penultimate episode of Season 4, and a bit about the feeling of coming down from last week's "Decoy" episode.(Originally published December 2023)Send us a textSupport the showJoin us on Patreon for access to additional content. https://www.patreon.com/nextonescomingfasterFollow us on Social Media: https://linktr.ee/nextonescomingfaster

Bobby, Zac, and Ojas wrap up the wonderful season 4! Had a good time covering the season finale. (Originally published December 2023)Send us a textSupport the showJoin us on Patreon for access to additional content. https://www.patreon.com/nextonescomingfasterFollow us on Social Media: https://linktr.ee/nextonescomingfaster

Bobby, Zac, and Ojas recap Season Four and hand out some awards!(Originally published December 2023)Send us a textSupport the showJoin us on Patreon for access to additional content. https://www.patreon.com/nextonescomingfasterFollow us on Social Media: https://linktr.ee/nextonescomingfaster

It's time to talk about season 5! We know there are a lot of mixed reactions to this season, so it'll be interesting to really dig into it!(Originally published January 2024)Send us a textSupport the showJoin us on Patreon for access to additional content. https://www.patreon.com/nextonescomingfasterFollow us on Social Media: https://linktr.ee/nextonescomingfaster

Bobby, Zac, and Ojas continue our rewatch of Season 5! An episode we clearly have some mixed feelings on, but still has some really good stuff in it as well!(Originally published January 2024)Send us a textSupport the showJoin us on Patreon for access to additional content. https://www.patreon.com/nextonescomingfasterFollow us on Social Media: https://linktr.ee/nextonescomingfaster

Bobby, Zac, and Ojas are going OVER THE MOUNTAIN with Dewey and Messer to chat about this season 5 episode!Send us a textSupport the showJoin us on Patreon for access to additional content. https://www.patreon.com/nextonescomingfasterFollow us on Social Media: https://linktr.ee/nextonescomingfaster

Bobby, Zac, and Ojas really enjoyed both watching and talking about this episode. Maybe the best episode of Season 5??(Originally published January 2024)Send us a textSupport the showJoin us on Patreon for access to additional content. https://www.patreon.com/nextonescomingfasterFollow us on Social Media: https://linktr.ee/nextonescomingfaster

Bobby, Zac, and Ojas discuss another fun Season 5 episode! Featuring a quite memorable death scene.(Originally published March 2024)Send us a textSupport the showJoin us on Patreon for access to additional content. https://www.patreon.com/nextonescomingfasterFollow us on Social Media: https://linktr.ee/nextonescomingfaster

Bobby, Zac, and Ojas break down the seventh episode of Season Five.(Originally published February 2024)Send us a textSupport the showJoin us on Patreon for access to additional content. https://www.patreon.com/nextonescomingfasterFollow us on Social Media: https://linktr.ee/nextonescomingfaster

Bobby, Zac, and Ojas had a lot of fun chatting about this episode, despite it being a bit weaker overall than the last few. (Originally published February 2024)Send us a textSupport the showJoin us on Patreon for access to additional content. https://www.patreon.com/nextonescomingfasterFollow us on Social Media: https://linktr.ee/nextonescomingfaster

Bobby, Zac, and Ojas get together one last time to discuss the series as a whole and explore their feelings about finishing the show and the podcast.(Originally published July 2024)Send us a textSupport the showJoin us on Patreon for access to additional content. https://www.patreon.com/nextonescomingfasterFollow us on Social Media: https://linktr.ee/nextonescomingfaster

Bobby, Zac, and Ojas have reached the series finale! It's bittersweet wrapping up the show, but the guys are excited to talk about the final episode! We've got a big long pod about it too!Send us a textSupport the showJoin us on Patreon for access to additional content. https://www.patreon.com/nextonescomingfasterFollow us on Social Media: https://linktr.ee/nextonescomingfaster

Bobby, Zac, and Ojas break down the PENULTIMATE EPISODE! Woah. (Originally published July 2024)Send us a textSupport the showJoin us on Patreon for access to additional content. https://www.patreon.com/nextonescomingfasterFollow us on Social Media: https://linktr.ee/nextonescomingfaster

Bobby, Zac, and Ojas are getting CLOSE to the end of the original run here and really enjoying these final episodes quite a bit!(Originally published June 2024)Send us a textSupport the showJoin us on Patreon for access to additional content. https://www.patreon.com/nextonescomingfasterFollow us on Social Media: https://linktr.ee/nextonescomingfaster

Bobby, Zac, and Ojas take a little trip down memory lane and reminisce on 100 episodes of the pod before getting into a very good season 6 episode!(Originally published June 2024)Send us a textSupport the showJoin us on Patreon for access to additional content. https://www.patreon.com/nextonescomingfasterFollow us on Social Media: https://linktr.ee/nextonescomingfaster

Bobby, Zac, and Ojas have reached the midpoint of Season Six! The guys had a lot of fun recording this one!(Originally published May 2024)Send us a textSupport the showJoin us on Patreon for access to additional content. https://www.patreon.com/nextonescomingfasterFollow us on Social Media: https://linktr.ee/nextonescomingfaster

Bobby, Zac, and Ojas break down the season 6 episode, Alive Day!(Originally published May 2024)Send us a textSupport the showJoin us on Patreon for access to additional content. https://www.patreon.com/nextonescomingfasterFollow us on Social Media: https://linktr.ee/nextonescomingfaster

Bobby, Zac, and Ojas chat about another (mostly!) good episode from Season 6!(Originally published May 2024)Send us a textSupport the showJoin us on Patreon for access to additional content. https://www.patreon.com/nextonescomingfasterFollow us on Social Media: https://linktr.ee/nextonescomingfaster

Bobby, Zac, and Ojas talk about another solid season six episode! The guys also chat about the heartbreaking Knicks loss from last week and how it affected our buddy, Ojas...(Originally published May 2024)Send us a textSupport the showJoin us on Patreon for access to additional content. https://www.patreon.com/nextonescomingfasterFollow us on Social Media: https://linktr.ee/nextonescomingfaster

As the pieces are moving into place in the early going of Season Six, Bobby, Zac, and Ojas are breaking it down!(Originally published April 2024)Send us a textSupport the showJoin us on Patreon for access to additional content. https://www.patreon.com/nextonescomingfasterFollow us on Social Media: https://linktr.ee/nextonescomingfaster

Despite some technical difficulties, which we edited out, Bobby, Zac, and Ojas had a lot of fun with this episode! Maybe one of the funniest episodes of the series?(Originally published April 2024)Send us a textSupport the showJoin us on Patreon for access to additional content. https://www.patreon.com/nextonescomingfasterFollow us on Social Media: https://linktr.ee/nextonescomingfaster

Bobby, Zac, and Ojas have reached the end of Season 5! The guys break down the Season Five finale.(Originally published March 2024)Send us a textSupport the showJoin us on Patreon for access to additional content. https://www.patreon.com/nextonescomingfasterFollow us on Social Media: https://linktr.ee/nextonescomingfaster

Bobby, Zac, and Ojas break down the penultimate episode of Season 5.(Originally published March 2024)Send us a textSupport the showJoin us on Patreon for access to additional content. https://www.patreon.com/nextonescomingfasterFollow us on Social Media: https://linktr.ee/nextonescomingfaster

Bobby, Zac, and Ojas have to admit, they're quite enjoying Season 5, and this is another fun episode! (Originally published March 2024)Send us a textSupport the showJoin us on Patreon for access to additional content. https://www.patreon.com/nextonescomingfasterFollow us on Social Media: https://linktr.ee/nextonescomingfaster

Our analysts Serena Tang and Seth Carpenter discuss Morgan Stanley's out-of-consensus view on U.S. exceptionalism, and how investors should position their portfolios given the current market uncertainty.Read more insights from Morgan Stanley.----- Transcript -----Seth: Welcome to Thoughts on the Market. I'm Seth Carpenter, Morgan Stanley's Global Chief Economist.Serena: And I'm Serena Tang, Morgan Stanley's, Chief Global Cross-Asset Strategist.Seth: Today, we're going to pick up the conversation where we left it off, talking about our mid-year outlook; but this time I get to ask Serena the questions.It's Thursday, May 22nd at 10am in New York.Serena, we're back for part two of this podcast. Let's jump in where we left off. We've seen a lot of policy surprise in the last six months. We've had a big sell off in the beginning of April, in part inspired by all of this uncertainty.What are you telling clients? What do you think investors should be doing? How should they be positioning their portfolios in the current circumstances?Serena: So, we are recommending going overweight in U.S. equities and going overweight in core fixed income like U.S. treasuries and like investment grade corporate credit. And we have a very strong preference for U.S. over rest of the world assets, except the dollar. Now I think for us, the main message is that you have global growth slowing, which is what you talked about yesterday.But you know, risky assets can look past the low growth and do well, while treasuries can look forward to the many Fed cuts you guys are expecting in 2026 and rally. But if I look at valuations that does suggest equities and credit have completely, almost priced out, growth slowdown odds. Meaning that I think there is still some downside and we'd recommend quality across the board.Seth: In your judgment then, looking around the world at all the different asset classes, how well, or perhaps how poorly, are those asset classes priced for the sort of macro views that we were just discussing?Serena: So I think the market that's probably least priced for the slowing economy that you and your team have been forecasting is really in the government bond space. I think the prospect of a lot more Fed cuts than what is currently priced into the market will lower government bond yields, particularly starting in 2026.As you know, our rates team has a target of 3.45 percent for U.S. Treasury 10-year yields, and 2.6 percent for U.S. Treasury two-year yields. Meaning that we also get a steeper curve by this time next year. And this translates to more than 10 percent of total returns for U.S. Treasuries – very attractive; in large part because the markets aren't priced for the Fed scenario that you and your team are forecasting.Seth: Let me, then push a little bit on one of the things that I've been talking to clients about, or at least been asked about, which is the dollar. The role of the dollar? U.S. exceptionalism? Is it real?Serena: Yeah that's a great question because I think this is where we are the most out of consensus. If you've noticed, all of our views right now really line up as us being pretty constructive on U.S. dollar assets. Like at a time when everyone's still really debating the end of U.S. exceptionalism. And we really push back against the idea that foreign investors would or should abandon U.S. assets significantly.There are very few alternatives to U.S. dollar assets right now. I mean, like if you look at investible stock market cap, U.S. is nearly five times the size of the next biggest market, which is Europe. And in the fixed income side of things, more than half of liquid high grade fixed income paper is in U.S. dollars.Now, even if there were significant outflows from U.S. dollar assets, there are very few places that money can find a haven, safe or otherwise. This is not to say there won't ever be any other alternatives to U.S. dollar assets in the future. But that shift in market size takes time, which means that TINA -- there is no alternative -- remains a theme for now.Seth: That view on the dollar weakening from here, it's baked into my team's economic forecast. It's baked into the strategy team's forecast across research. So then let me take it one step forward. What does all this mean about portfolio preferences, your recommendation for clients when when they're investing in assets that are not U.S. dollar denominated.Serena: You are right. I mean, if there's one U.S. asset that we just like, it's the U.S. dollar. So, you know, over the next 12 months we expect key factors, which drove the dollar strength. You know, positive growth, yield differentials relative to other G10 economies. Those factors will fade substantially. And we also think because of the political uncertainty in the U.S. currency hedging ratios on exposure to U.S. assets may increase, which could further pressure the U.S. dollar. So, our FX team sees euro/dollar at 1.25 and dollar/yen at 1.30 by the second quarter of 2026.Which means that we're really recommending non-U.S. dollar investors to buy U.S. stocks and fixed income on an FX hedge basis.Seth: If we look forward but focus just on the next, call it three to six months; what asset classes, or if you want, what regions around the world are best positioned, and what would you say to investors?Serena: So, you're right. I think there is a big difference between what we like over the next three to six months versus what we like over the next 12 months. Because if I look at U.S. equities and U.S. government bonds, both of which we're overweight on most of the gains, probably won't happen until the first half of next year because you have to have U.S. equities really feeling the tailwind of dollar weakness. And you need to have U.S. government bond investors to grow more confident that we will get all of those Fed cuts next year.What we do like over the next three to six months and feel pretty highly convicted on is really U.S. investment grade corporate credit, which we think can, you know, do well in the second half of this year and do well in the first half of next year.Seth: But then let's take a step back [be]cause I think investors around the world are wrestling with a lot of the same issues. They're talking to, you know, strategists like us at lots of different places. What would you say are our most out of consensus views right now?Serena: I think we're pretty out of consensus on our preference for U.S. and U.S. dollar assets. As I mentioned, there was still a huge debate on the end of U.S. exceptionalism. Now the other place where I think it's notable is we're much more bullish on U.S. treasuries than what's being priced into markets and where consensus is. And I think that's really been driven by your economics team being much more convicted on many Fed cuts in 2026.And the last thing I would point out here is, again, we're more bearish than consensus on the dollar. If I look at euro/dollar, if I look at dollar/yen, the kind of appreciation we're forecasting for at around through 10 percent, is higher than I think what most investors are expecting at the moment.Now back to Seth. Given all of the uncertainty around U.S. fiscal, trade, and industrial policy, what indicators are you watching to assess whether global growth is becoming more fragile or more resilient?Seth: Yeah, it's a great question. It's always difficult to monitor in real time how things are going, especially with these sorts of shocks. We are looking at a bunch of the shipping data to see how trade flows are going. There was clearly some front-running into the United States of imports to try to get ahead of tariffs. There's got to be some payback for that. I think the question becomes where do we settle in when it comes to trade?I'm going to be looking in the U.S. at the labor market to see signs of reduced demand for labor. But also try to pay attention to what's going on with the supply of labor from immigration restriction. And then there are all the normal indicators about spending, especially consumer spending. Consumer spending tends to drive a lot of the big developed market economies around the world and how well that holds up or doesn't. That's going to be key to the overall outlook.Serena: Thank you so much, Seth. Thanks for taking the time to talk.Seth: Serena, I could talk to you all day.Serena: And thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.

5/21/25 - Hour 2 Rich plays the ‘NFL Win-Loss Game' with a Buffalo Bills fan, and reacts to NFL owners voting to permit players to participate in flag football at the 2028 Summer Olympics and hold their own 5-mean team draft.  Comedian Andrew Santino joins Rich in-studio to discuss his ‘No Bad Lies' podcast, his appearances on FX's ‘Dave' and Larry David's ‘Curb Your Enthusiasm,' talks Pope Leo XIV's Chicago sports fandom, and plays the ‘NFL Win-Loss Game' for his beloved Bears. Rich and the guys react to the NFL and HBO announcing the Buffalo Bills will be on this year's training camp version of ‘Hard Knocks' with the NFC East being featured on the show's in-season version.  Please check out other RES productions: Overreaction Monday: http://apple.co/overreactionmonday  What the Football with Suzy Shuster and Amy Trask: http://apple.co/whatthefootball The Jim Jackson Show: https://podcasts.apple.com/us/podcast/the-jim-jackson-show/id1770609432 No-Contest Wrestling with O'Shea Jackson Jr. and TJ Jefferson: https://podcasts.apple.com/us/podcast/no-contest-wrestling/id1771450708 Learn more about your ad choices. Visit podcastchoices.com/adchoices

Friends Like Us celebrates Malcolm X's  100th birthday! Join host Marina Franklin as she talks with Tamara Payne and Troy LaRaviere as they discuss the impact of his teachings and how they resonate today. Tune in and be inspired!  Tamara Payne sheds light on her father Les Payne's groundbreaking Pulitzer Prize-winning work, "The Dead Are Arising," and its revelations about his life.   Tamara Payne is co-author of The Dead Are Arising: The Life of Malcolm X written with her father, Pulitzer Prize-winning journalist Les Payne, published by Liveright. Winner of the Pulitzer Prize, National Book Award, and NAACP Image Award. Troy A. LaRaviere is an American school administrator, educator and current President of the Chicago Principals and Administrators Association. Prior to assuming his role as president, LaRaviere served as a Chicago Public Schools (CPS) principal. He began his teacher career at CPS in 1997. LaRaviere received both a Bachelor of Science and Master of Education from the University of Illinois. LaRaviere served in the United States Navy in the late 80's. LaRaviere advocates for Progressivism, and has appeared in ads for Bernie Sanders and was a candidate for the 2019 Chicago mayoral election. Always hosted by Marina Franklin - One Hour Comedy Special: Single Black Female ( Amazon Prime, CW Network), TBS's The Last O.G, Last Week Tonight with John Oliver, Hysterical on FX, The Movie Trainwreck, Louie Season V, The Jim Gaffigan Show, Conan O'Brien, Stephen Colbert, HBO's Crashing, and The Breaks with Michelle Wolf. Writer for HBO's 'Divorce' and the new Tracy Morgan show on Paramount Plus: 'Crutch'.   

Polina Pompliano, Author of ‘Hidden Genius' and Founder of The Profile, and Anthony Pompliano, Author of ‘How To Live An Extraordinary Life' and CEO of Professional Capital Management, discuss bitcoin, Jamie Dimon & JP Morgan, inflation, Genius Act, and a mind-blowing story Anthony had with a financial institution. =======================Core is the leading Bitcoin scaling solution, enabling you to lock in yield by locking up your Bitcoin. Simply lock it on the Bitcoin blockchain to secure the Core network, and get rewards. No bridging. No lending. Just holding. Still your keys. Still your coins. Now your yield. Start at https://stake.coredao.org/pomp=======================Xapo Bank, the world's first fully licensed Bitcoin-enabled bank, offers military-grade security with an unmatched blend of physical and digital security, as well as pioneering regulatory oversight, so your funds are always protected. Beyond secure storage, they enable you to grow and use your Bitcoin. Earn daily interest in Bitcoin, spend with zero FX fees using a global card, and make instant payments via the Lightning Network for unrivalled access and convenience. Visit https://www.xapobank.com/pomp to join.=======================Pomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/=======================View 10k+ open startup jobs:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://dreamstartupjob.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Enroll in my Crypto Academy: https://www.thecryptoacademy.io/

Live from the Morgan Stanley Japan Summit, our analysts Chiwoong Lee and Sho Nakazawa discuss their outlook for the Japanese economy and stock market in light of the country's evolving trade partnerships with the U.S. and China.Read more insights from Morgan Stanley.----- Transcript -----Lee-san: Welcome to Thoughts on the Market. I'm Chiwoong Lee, Principal Global Economist at Morgan Stanley MUFG Securities.Nakazawa-san: And I'm Sho Nakazawa, Japan Equity Strategist at Morgan Stanley MUFG Securities.Lee-san: Today we're coming to you live from the Morgan Stanley Japan Summit in Tokyo. And we'll be sharing our views on Japan in the context of global economic growth. We will also focus on Japan's position vis-à-vis its two largest trading partners, the U.S. and China.It's Tuesday, May 20, at 3pm in Tokyo.Lee-san: Nakazawa-san, you and I both have been talking with a large number of clients here at the summit. Based on your conversations, what issues are most top of mind right now?Nakazawa-san: There are many inquiries about how to position because of the uncertainty of U.S. trade policy and the investment strategy for governance reform. These are both catalysts for Japan. And in Japan, there are multiple governance investment angles, with increasing interest in the removal of parent-child listings, which is when a parent company and a subsidiary company are both listed on an exchange. This reform [would] remove the subsidiaries. So, clients are very focused on who will be the next candidate for the removal of a parent-child listing.And what are you hearing from clients on your side, Lee-san?Lee-san: I would say the most frequent questions we received were regarding the Trump administration's policies, of course. While the reciprocal tariffs have been somewhat relaxed compared to the initial announcements, they still remain very high; and there was a strong focus on their negative impact on the U.S. economy and the global economy, including Japan. Of course, external demand is critical for Japanese economy, but when we pointed out the resilience of domestic demand, many investors seemed to agree with that view.Nakazawa-san: How do investors' views square with your outlook for the global economy over the rest of the year?Lee-san: Well, there was broad consensus that tariffs and policy uncertainty are negatively affecting trade and investment activities across countries. In particular, there is concern about the impact on investment. As Former Fed Chair Ben Bernanke wrote in his papers in [the] 1980s, uncertainty tends to delay investment decisions. However, I got the impression that views varied on just how sensitive investment behavior is to this uncertainty.Nakazawa-san: How significant are U.S. tariffs on global economy including Japan both near-term and longer-term?Lee-san: The negative effects on the global economy through trade and investment are certainly important, but the most critical issue is the impact on the U.S. economy. Tariffs essentially act as a tax burden on U.S. consumers and businesses.For example, in 2018, there was some impact on prices, but the more significant effect was on business production and employment. Now, with even higher tariff rates, the impact on inflation and economic activity is expected to be even greater. Given the inflationary pressures from tariffs, we believe the Fed will find it difficult to cut rates in 2025. On the other hand, once it becomes feasible, likely in 2026, we anticipate the Fed will need to implement substantial rate cuts.Lee-san: So, Nakazawa-san, how has the Japanese stock market reacted to U.S. tariffs?Nakazawa-san: Investors positioning have skewed sharply to domestic-oriented non-manufacturing sectors since the U.S. government's announcement of reciprocal tariffs on April 2nd. Tariff talks with some nations have achieved some progress at this stage, spurring buybacks of export-oriented manufacturer shares. However, the screening by our analysts of the cumulative surplus returns against Japan's TOPIX index for around 500 stocks in their coverage universe, divided into stocks relatively vulnerable to tariff effects and those less impacted, finds a continued poor performance at the former. We believe it is important to enhance the portfolio's robustness by revising sector skews in accordance with any progress in the trade talks and adjusting long/short positioning with the sectors in line with the impact of the tariffs.Lee-san: I see. You recently revised your Topix index target, right. Can you quickly walk us through your call?Nakazawa-san：Yes, of course. We recently revised down our base case TOPIX target for end-2025 from 3,000 to 2,600. This revision was considered by several key factors: So first, our Japan economics team revised down its Japanese nominal growth forecast from 3.7% to 3.3%, reflecting implementation of reciprocal tariffs and lower growth forecasts for the U.S., China, and Europe. Second, our FX team lowered its USD/JPY target from 145 to 135 due to the risk of U.S. hard data taking a marked turn for the worse. The timing aligns with growing uncertainty on the business environment, which may lead firms to manage cash allocation more cautiously. So, this year might be a bit challenging for Japanese equities that I recommend staying defensive positioning with defensive non-manufacturing sectors overall.Nakazawa-san: And given tariff risks, do you see a change in the Bank of Japan's rate path for the rest of the year?Lee-san: Yeah well, external demand is a very important driver of Japanese economy. Even if tariffs on Japan do not rise significantly, auto tariffs, for example, remain in place and cannot be ignored. The earnings deterioration among export-oriented companies, especially in the auto sector, will take time for the Bank of Japan to assess in terms of its impact on winter bonuses and next spring's wage growth. If trade negotiations between the U.S. and countries including Japan make major progress by summer, a rate hike in the fall could be a risk scenario. However, our Japan teams' base case remains that the policy rate will be unchanged through 2026.Lee-san: How is the Japanese yen faring relative to the U.S. dollar, and how does it impact the Japanese stock market, Nakazawa-san?Nakazawa-san：I would say USD/JPY is not only driver for Japanese equities. Of course, USD/JPY still plays a key role in earnings, as our regression model suggests a 1% higher USD/JPY lifting TOPIX 0.5% on average. But this sensitivity has trended down over the past decade. A structural reason is that as value chain building close to final demand locations has lifted overseas production ratios, which implies continuous efforts of Japanese corporate optimizing global supply chain.That said, from sector allocation perspective, sectors showing greater resilience include domestic demand-driven sectors, such as foods, construction & materials, IT & services/others, transportation & logistics, and retails.Nakazawa-san: And finally, the trade relationship between Japan and China is one of the largest trading partnerships in the world. Are U.S. tariffs impacting this partnership in any way?Lee-san: That's a very difficult question, I have to say, but I think there are multiple angles to consider. Geopolitical risk remains to be a key focus, and in terms of the military alliance, Japan-U.S. relationships have been intact. At the same time, Japan faces increased pressure to meet U.S. demands. That said, Japan has been taking steps such as strengthening semiconductor manufacturing and increasing defense spending, so I believe there is a multifaceted evaluation which is necessary.Lee-san: That said, I think it's time to head back to the conference. Nakazawa-san, thanks for taking the time to talk.Nakazawa-san: Great speaking with you, Lee-san.Lee-san: And thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.