Market value of goods and services produced within a country
POPULARITY
Categories
It's becoming increasingly obvious that Trump's mountain of broken promises, radical foreign policy decisions and unorthodox economic policies are causing deep damage to his MAGA brand.Last week the Supreme Court, with three Trump appointees, ruled against Trump's use of IEEPA to issue tariffs.The court's ruling was only one of many failures for Trump last week as newly revised jobs data showed a major contraction in the labor market last year. The trade deficit in 2025 showed little improvement despite Trump's widespread use of tariffs and the fourth quarter GDP reading was well below expectations.According to multiple polls Americans have tired of Trump's harsh immigration policies, and military threats to foreign countries. Most voters have no interest in conquering Greenland, crushing Cuba, managing Venezuela or invading Iran.Grocery prices and utility bills remain elevated while Trump gaslights the American public insisting that costs for everything have dropped dramatically. Health insurance premiums for millions of Americans have dramatically increased while SNAP and Medicaid benefits have been cut.Meanwhile the president remains obsessed with his gigantic White House ballroom and plans for an oversized monumental arch built in his honor.The glorious leader has lost support among nearly every demographic except for his cultish base of supporters. There are even signs that diehard MAGA fans are losing faith.Underneath all of the spin more sinister details surrounding Trump's possible involvement with Jeffrey Epstein's many heinous crimes and sex trafficking operation remains.Fox News is desperate to keep the Trump myth alive either by ignoring stories that make the president look bad or spending excessive amounts of coverage on segments that aren't political.One sign of the network's panicked approach was the fact that Barack Obama's name appeared 74 times in the transcripts last week. No kidding. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit decodingfoxnews.substack.com/subscribe
Some Canadian clips and synchronicities with the latest hockey losses, CBC and the GDP damage control, PEI in trouble, DND hiring expert foreigners, CBC showing people wanting to go to Mexico, paid protestors pushing back against separation. MRI's in Canada compared to a state in the USA. We get esoteric with a time travel cover up, Atlantis, Gold and Cuba, Grails and Arks of the Covenant - electrostatic capacitors, Black Vault hacked?, Finland playing with wireless electricity, El Mencho and some 'trust the plan'. MK Artichoke back in the news with Jabs, while doctors are baffled in Aussie land with a massive cancer increase. Actually they say it's from 'environmental factors'. To gain access to the second half of show and our Plus feed for audio and podcast please clink the link http://www.grimericaoutlawed.ca/support. For second half of video (when applicable and audio) go to our Substack and Subscribe. https://grimericaoutlawed.substack.com/ or to our Locals https://grimericaoutlawed.locals.com/ or Rokfin www.Rokfin.com/Grimerica Patreon https://www.patreon.com/grimericaoutlawed Support the show directly: https://open.spotify.com/show/2punSyd9Cw76ZtvHxMKenI?si=ImKxfMHgQZ-oshl499O4dQ&nd=1&dlsi=4c25fa9c78674de3 Watch or Listen on Spotify https://grimericacbd.com/ CBD / THC Tinctures and Gummies https://grimerica.ca/support-2/ Our Adultbrain Audiobook Podcast and Website: www.adultbrain.ca Our Audiobook Youtube Channel: https://www.youtube.com/@adultbrainaudiobookpublishing/videos Check out our next trip/conference/meetup - Contact at the Cabin www.contactatthecabin.com Other affiliated shows: www.grimerica.ca The OG Grimerica Show Join the chat / hangout with a bunch of fellow Grimericans Https://t.me.grimerica grimerica.ca/chats Discord Chats Darren's book www.acanadianshame.ca Eh-List Podcast and site: https://eh-list.ca/ Eh-List YouTube: https://www.youtube.com/@TheEh-List www.Rokfin.com/Grimerica Our channel on free speech Rokfin Leave a review on iTunes and/or Stitcher: https://itunes.apple.com/ca/podcast/grimerica-outlawed http://www.stitcher.com/podcast/grimerica-outlawed Sign up for our newsletter http://www.grimerica.ca/news SPAM Graham = and send him your synchronicities, feedback, strange experiences and psychedelic trip reports!! graham@grimerica.com InstaGRAM https://www.instagram.com/the_grimerica_show_podcast/ Purchase swag, with partial proceeds donated to the show www.grimerica.ca/swag Send us a postcard or letter http://www.grimerica.ca/contact/ ART - Napolean Duheme's site http://www.lostbreadcomic.com/ MUSIC Tru Northperception, Felix's Site sirfelix.bandcamp.com Links to the stuff we chatted about: https://needtoknow.news/2026/02/gaming-the-system-almost-4-in-10-stanford-students-claim-disability/ https://x.com/FiftyFootNest/status/2026021357205487918?s=20 https://x.com/MrPool_QQ/status/2025947144180416848?s=20 https://x.com/MrPool_QQ/status/2025850198077870248?s=20 https://x.com/JoeLang51440671/status/2025622192210247792?s=20 https://x.com/CaptKylePatriot/status/2025649596203205106?s=20 https://x.com/theblackvault/status/2025284894084260324?s=20 https://x.com/nic_moneypenny/status/2025619549861589351?s=20 https://x.com/JackDan110/status/2025375666561224883?s=20 https://x.com/GuntherEagleman/status/2025254868194148824?s=20 https://x.com/walterkirn/status/2025667689356959875?s=20 https://x.com/AshtonForbes/status/2024641568196510119?s=20 https://x.com/DeDunkingPast/status/2024267072566673630?s=20 https://x.com/digijordan/status/2024352927083638942?s=20 https://x.com/GrassiTrevor/status/2024236413533962628?s=20
In today's Daily Stock Market News (Feb 25, 2026), we cover all the major developments impacting global and Indian markets. Global markets witnessed a strong rebound, while crude oil prices surged near a 7-month high, adding to macro volatility. On the domestic front, India's GDP outlook remains resilient despite global uncertainties, and retail loan growth continues to stay strong, indicating steady credit demand.We also discuss important corporate updates including IDFC First Bank's fraud recovery developments, BKT's expansion investment plans, Voltas announcing AC price hikes, and the strategic Semaglutide partnership between Eris and Natco. Stay updated with the latest market-moving news, macro trends, and key stock-specific developments in a crisp, timestamp-based format.This video is useful for investors, traders, and anyone tracking stock market trends, economic indicators, and major corporate announcements.#stockmarketnews #dailymarketupdate #indiagdp #idfcfirstbank #globalmarkets #oilprices #RetailLoans #BKT #voltas #ErisNatco #nifty #sensex #investingindia #financenews #marketrebound 00:00 Start00:11 Global Markets Rebound02:37 Oil Near 7-Month High05:13 Retail Loan Growth Strong08:11 India GDP Outlook Resilient11:04 IDFC First Bank Fraud Recovery13:32 BKT Expansion Investment15:18 Voltas AC Price Hike17:51 Eris–Natco Semaglutide Partnership
This week on REKT Vision, Mando, Rekt co-founder and author of the Mando Minutes newsletter, is joined by Spencer Gordon-Sand, founder of Orange Cap Capital and head of Moonbirds. Together, they break down the latest GDP print, crypto's price action across majors and alts, and the key technical levels that could define the next move. They also dive into the Supreme Court's ruling on tariffs and what it means for macro risk assets, alongside the latest developments in the NFT market. Binance is the world's leading blockchain ecosystem, trusted by over 300M users in 100+ countries. It offers an unmatched portfolio of digital asset products such as trading, finance, Web3, payments, and more.
Monday, February 23, 2026 In this episode: The European Union demanded that the U.S. honor last summer's EU-U.S. trade deal, saying “a deal is a deal,” after the Supreme Court struck down Trump's emergency tariffs and he moved to replace them with new, temporary global levies; U.S. economic growth slowed in the fourth quarter, with real GDP up at a 1.4% annual rate; a federal judge permanently blocked the Justice Department from releasing Volume II of former special counsel Jack Smith's final report on Trump's handling of classified records at Mar-a-Lago; the Supreme Court agreed to hear an appeal from Exxon Mobil and Suncor Energy that could decide whether cities and states can sue fossil fuel companies for climate-damages in state court under state law; 32% of Americans said Trump has had the right priorities, while 68% said he hasn't paid enough attention to the country's most important problems; and 39% of Americans said they approve of Trump's job performance, while 60% said they disapprove. Read more: Day 1861: "Obnoxious." Newsletter: Get the daily edition of WTFJHT in your inbox Feedback? Let me know what you think AI Policy: My AI policy
In this week's episode of the Coin Stories News Block powered exclusively by Ledn, we cover these major headlines related to Bitcoin, macroeconomics, and global finance: Supreme Court rules Trump's tariffs illegal — but will the $130B already collected ever be refunded? GDP slowing, inflation rising, and the CBO's new deficit numbers are grim Abu Dhabi sovereign wealth fund bought the Bitcoin dip while Goldman's CEO admitted he got it wrong Ledn closes the first-ever investment-grade Bitcoin-backed deal on Wall Street — zero losses through the crash --- The News Block is powered exclusively by Ledn – the global leader in Bitcoin-backed loans, issuing over $9 billion in loans since 2018, and they were the first to offer proof of reserves. With Ledn, you get custody loans, no credit checks, no monthly payments, and more. My followers get .25% off their first loan. Learn more at www.ledn.io/natalie ---- Order my new intro to Bitcoin book "Bitcoin is For Everyone": https://amzn.to/3WzFzfU ---- Read every story in the News Block with visuals and charts! Join our mailing list and subscribe to our free Bitcoin newsletter: https://thenewsblock.substack.com ---- References mentioned in the episode: Supreme Court Strikes Down Trump's Tariffs in 6–3 Ruling Supreme Court Opinion: Learning Resources, Inc. v. Trump Bessent Says Tariff Revenue to Be "Virtually Unchanged" in 2026 What Happens to Tariff Refunds After Supreme Court Ruling Trump Increases Global Tariff from 10% to 15% After Ruling Trump Increases Global Tariff to 15%, Invoking Section 122 Trump Lost on Tariffs, But American Trade Will Never Be the Same Brad Setser's X Thread on Trump's Tariffs and Court Ruling U.S. GDP Rose at Slower-Than-Forecast Pace of 1.4% Last Quarter U.S. Economic Growth Slows Sharply in the Fourth Quarter US PCE Inflation Rises Above Expectations in December CBO Boosts U.S. Deficit Forecast by $1.4 Trillion on Trump Policies CBO Projects U.S. Debt Will Reach New Record by 2030 CBO: The Budget and Economic Outlook: 2026 to 2036 WSJ: Why the Federal Deficit Is Set to Balloon U.S. Budget Hole Set to Deepen Under New CBO Projections Abu Dhabi's Mubadala Increases Bitcoin ETF Position in Q4 Goldman Sachs CEO, Long a Skeptic, Says He Owns BTC Ledn Closes First-Ever Investment-Grade Rated BTC-Backed ABS Ledn Sells $188 Million in Bitcoin-Backed Bonds in ABS Market First ---- Upcoming Events: Bitcoin 2026 will be here before you know it. Get 10% off Early Bird passes using the code HODL: https://tickets.b.tc/event/bitcoin-2026?promoCodeTask=apply&promoCodeInput= ---- This podcast is for educational purposes and should not be construed as official investment advice. ---- VALUE FOR VALUE — SUPPORT NATALIE'S SHOWS Speed App coinstories@speed.app Strike ID https://strike.me/coinstoriesnat/ Cash App $CoinStories #money #Bitcoin #investing
It's Tuesday, February 24th, A.D. 2026. This is The Worldview in 5 Minutes heard on 140 radio stations and at www.TheWorldview.com. I'm Adam McManus. (Adam@TheWorldview.com) By Kevin Swanson and Timothy Reed Early Rain Covenant Church Hit Again China Aid reports of more communist persecution of the Early Rain Covenant Church in Chengdu, China. Pastor Wang Yi is entering his seventh year in prison -- of a nine-year sentence. But now, elder Li Yingqiang and his wife have been arrested for their commitment to Christ. His wife was released on bail, and encouraged friends on social media that “God's arrangements are always good.” Multiple churches in North America, and an organization in Australia, have designated the ninth of each month as a “Day of Fasting and Prayer for the Persecuted Church in China.” Mexican National Guardsmen killed the most wanted cartel leader in the country Mexico is in turmoil this week, after Mexican National Guardsmen killed the most wanted cartel leader in the country, Nemesio Cervantes, a criminal known as “El Mencho.” So far, 34 drug cartel members are dead. Sadly, another 25 federal troops were killed in the ongoing conflict. European immigration numbers down Immigration numbers have dropped sharply in Europe. Britain records only 200,000 immigrants in 2025, down from 900,000 in 2023. Eurostat's Migration and Asylum report indicates a 13% drop in asylum applicants to European Union countries in 2024. That's the first drop since 2020. And October 2025 numbers indicate a 28% drop compared with October 2024. European Parliament refused to affirm only women can get pregnant The Parliament of the European Union voted 340-141 to artificially redefine the definition of what a woman is. The Parliament also refused to affirm the biological fact “that only women can become pregnant.” German Parliament member Tomasz Froelich blasted the new guidance. He said, “This isn't about courtesy or pronouns. It's about law, language, and the destruction of biological clarity in public policy.” The new law opens the continent up to “the full recognition of trans women as women,” directly opposing God's created gender roles. In Matthew 19:4, Jesus asked, “Have you not read, that He which made them at the beginning made them male and female?” Reform UK lacked traction; Will Restore Britain thrive? As The Worldview reported on February 19th, Britain has a new populist political party called the Restore Britain party. The previous nationalist party, Reform UK, gained 14% of the vote in the 2024 election, but only holds eight seats which is a little over 1% of the seats in parliament. Back in 2002, the UK populist parties had only 2% of the national vote. More debt and more inflation for the U.S. In President Donald Trump's first year in office in his second term, the US Debt to Gross Domestic Product ratio spiked to 122%. That's the highest since Joe Biden's first year in office during the COVID spend-a-thon. Today's U.S. federal debt stands at $38.7 trillion — exactly double what it was 10 years ago during the first Trump term, and quadruple the size of the debt 18 years ago during the 2008 recession. Also in economic news, despite all the political noise and hand waving coming out of Washington, inflation is up in the U.S. The core Personal Consumption Expenditures inflation index is up to 3% — back up to where it was two years ago. The GDP inflator reached 3.7%, the worst it's been in three years. And yet, the average 30-year mortgage rate has dropped to 6%, That's the lowest it's been in two and a half years. Deuteronomy 15:6 ties in here. It says, “For the LORD your God will bless you just as He promised you; you shall lend to many nations, but you shall not borrow; you shall reign over many nations, but they shall not reign over you.” Kansas legislature overturns veto on transgender Law KANSAS LEADER: “The motion prevails and the bill passes.” (Gavel comes down) And with that announcement, the Kansas Legislature, dominated by Republicans, voted to overturn Democratic Governor Laura Kelly's veto on a bill that banned men, including men pretending to be women, from entering women's spaces. The Kansas House voted 87-37 and the Kansas Senate voted 31-9 to overturn the veto. Republican Kansas State Senator Virgil Peck, Jr. spoke from the Senate floor. PECK: “I'm amazed that we're not hearing from more of those who are, if you will, feminists standing up for young ladies.” The bill allows for criminal charges to be brought against biological men who intrude on women's bathrooms and locker rooms, and holds to the birth gender or biological definition of male and female. 118,000 applications submitted for tax-funded school vouchers Texas parents have submitted 118,000 applications since Texas Freedom Education Accounts opened up on February 4th. The Houston public school district is looking at closing down 12 of its schools for the next school year, reports The Chronicle. The Texas Homeschool Coalition estimates there are 500,000 homeschooled students in the state. Add to that 422,000 children enrolled in Texas charter schools, and another 279,000 children enrolled in Texas private schools. That adds up to 1,200,000 Texas students not attending public school, representing 21% of school-aged children in Texas. Study reveals cancer linked to COVID-19 shot A new scientific study has linked the rise in certain types of cancer to the mRNA COVID-19 shots. The study, published by Oncotarget, marks the spike in cancers, including highly aggressive cancers, in correspondence with certain lipid nanoparticles that were in the COVID vaccines. The study evidenced that the modRNA in the COVID shot, along with the lipid nanoparticles, could “affect various tissues and organs, including the bone marrow and other blood-forming organs.” The study also found a link between rising mortalities worldwide and the rollout of the COVID shot. In one Italian province, for example, “vaccination was associated with a 23% increased risk of cancer hospitalization after receiving one or more doses.” U.S. Men's Hockey team wins gold in overtime And finally … (Audio of Olympic theme song) Norway has captured the highest number of gold medals in the 2026 Winter Olympics this year — taking home 18 medals (so far). The United States comes in second with 12 golds. That's a record for America — this time including a top medal for the Men's and Women's Hockey competition. The U.S. Men's Hockey Team won the gold medal for the first time in 46 years in a 2-1 overtime win on the final golden goal knocked in by Jack Hughes, who played center. Listen. ANNOUNCER: “Jack Hughes wins it. The golden goal for the United States. For the first time since the 1980 Miracle, the United States takes the gold.” Jack will be remembered for having taken a high stick and losing multiple teeth before scoring the winning goal. Close And that's The Worldview on this Tuesday, February 24th, in the year of our Lord 2026. Follow us on X or subscribe for free by Spotify, Amazon Music, or by iTunes or email to our unique Christian newscast at www.TheWorldview.com. Plus, you can get the Generations app through Google Play or The App Store. I'm Adam McManus (Adam@TheWorldview.com). Seize the day for Jesus Christ. Extra print stories Elderly farmer refuses to sell farm to data company 86-year-old farmer Mervin Raudabaugh refused to sell his Pennsylvania farm to data company developers, even though his farm was valued at over $15 million. Raudabaugh has lived in Silver Springs Township in Cumberland County and been a farmer for more than 60 years. He exclaimed, “I was not interested in destroying my farms. That was the bottom line. It really wasn't so much the economic end of it. I just didn't want to see these two farms destroyed.” Raudabaugh instead sold his property for a much lower price to the Silver Springs Township's Land Preservation Program, which protects farmland, woodland, and wetlands. He explained, “I love this land. It's been my life. And I realized… if it wasn't built on or dug up, another set of families could live here—and that's what I wanted to do. And I got it done.” Micah 4:4 promises, “But they shall sit every man under his vine and under his fig tree; and none shall make them afraid: for the mouth of the LORD of hosts hath spoken it.” 10 major British cities have Muslim mayors 46 million Muslims now live in Europe, as migrants from third world countries continue overwhelming the European system. Muslims are taking over political offices in European nations, including in the United Kingdom, where 10 major cities now have Muslim mayors. The massive influx in illegal immigration to Europe, while condemned and hated by its people, is being celebrated by its leaders. Newsmax reports, “They've chosen to stand with radical Muslims over their own people. It's because of all of these reasons these countries are falling apart and failing as the attack on Western civilization continues.” Muslim infiltration has also reached the United States, evidenced by Muslim influence in states like Texas and Minnesota. Chase Bank admits to debanking Trump JPMorgan Bank has admitted to freezing President Donald Trump's bank account following the January 6, 2021 protests. Trump had sued the bank for $5 billion in damages. The admission came after JPMorgan initially dodged the question of whether it debanked the President, and is yet another confirmation that conservatives were in fact targeted and persecuted under the Biden administration. CNBC reported, “This is not the first lawsuit Trump has filed against a big bank, alleging that he was debanked. The Trump Organization sued credit card giant Capital One in March 2025 for similar reasons and allegations.” However, some have pointed out that the Trump administration is working towards digital currencies, which run a large risk of being controlled.
The Supreme Court just struck down Donald Trump's tariffs. But instead of taking the win, Trump doubled down. In today's livestream, Matt Robison breaks down what may be the most revealing moment of Trump's second term so far — and why it goes far beyond trade policy.The Court ruled that Trump's sweeping tariffs were unconstitutional under the emergency powers he claimed. That decision gave him a political off-ramp: blame the Court, let inflation cool, stabilize markets, and boost economic growth ahead of the midterms.Instead, within minutes, Trump announced new tariffs — escalating economic chaos all over again.Why?We examine:
The latest GDP and inflation data expose vulnerabilities in Trump's economy, raising stagflation concerns.Subscribe to our Newsletter:https://politicsdoneright.com/newsletterPurchase our Books: As I See It: https://amzn.to/3XpvW5o How To Make AmericaUtopia: https://amzn.to/3VKVFnG It's Worth It: https://amzn.to/3VFByXP Lose Weight And BeFit Now: https://amzn.to/3xiQK3K Tribulations of anAfro-Latino Caribbean man: https://amzn.to/4c09rbE
This week the stagflation theme refused to fade. On Friday the Bureau of Economic Analysis released the PCE price index, the Federal Reserve's preferred gauge of inflation. Headline and core PCE rose 2.9 per cent and 3.0 per cent respectively. More troubling than the levels was the recent momentum. Inflation has firmed over the past three months, an unwelcome development that further complicates the Fed's path forward. The same release cycle brought a softer than expected Q4 2025 GDP report. Headline growth registered just 1.4 per cent, unsettling markets. Consumption cooled from recent quarters, but the reaction to the top line number appears excessive. The government shutdown alone shaved nearly a full percentage point from growth, distorting the underlying signal. Taken together, the data reinforce a familiar and uncomfortable mix: slower activity alongside renewed price pressures. For central bankers, it is the most awkward of combinations.
Làm thế nào để cạnh tranh cho lại khi mà hàng Trung Quốc rẻ hơn so với hàng của châu Âu từ 30-40 % ? 36 % nhà máy của Pháp và 70 % cơ sở của Đức có nguy cơ bị xóa sổ. Tiến trình « phi công nghiệp hóa » của châu Âu đang đứng trước một trận đại hồng thủy. Tính cạnh ranh cực cao của cỗ máy công nghiệp Trung Quốc do đâu mà có ? Châu Âu nên « Du nhập » công nghệ từ Hoa Lục hay noi gương Hoa Kỳ, áp dụng chính sách bảo hộ, đánh thuế hàng Trung Quốc ? Hôm 09/02/2026 cơ quan đặc trách về chiến lược và kế hoạch của Pháp – Haut Commissariat à la Stratégie et au Plan công bố báo cáo mang tựa đề L'industrie européenne face au rouleau compresseur chinois – Công nghiệp châu Âu trước máy ủi Trung Quốc. Cỗ máy công nghiệp của Trung Quốc được ví như xe ủi Trong tài liệu gần 80 trang, các đồng tác giả đưa ra những điểm chính như sau : Hàng của Trung Quốc giờ đây không chỉ là « hàng rẻ kém chất lượng ». Với chất lượng tương đương, hàng Trung Quốc rẻ hơn từ 30 đến 40 % so với hàng châu Âu. Đại dịch Covid19 hoàn toàn không làm suy yếu cỗ máy công nghiệp Trung Quốc. Trái lại từ gần sáu năm qua, khả năng cạnh tranh của công xưởng cho thế giới này càng khốc liệt, đe dọa trực tiếp đến « những các ngành công nghiệp cốt lõi » của châu Âu như công nghiêp xe hơi, hóa chất… Các doanh nghiệp Trung Quốc đang gặm nhấm thêm thị phần của các tập đoàn châu Âu trong khối 27 thành viên Liên Hiệp Châu Âu và kể cả những thị trường ở ngoài khối này. Khoảng25 % kim ngạch xuất khẩu của Pháp bị hàng Trung Quốc đe dọa. Đối với Đức, nền công nghiệp số 1 của Liên Âu, tình huống còn nghiệm trọng hơn : 1/3 xuất khẩu của Đức và 2/3 GDP của quốc gia này bị các đối thủ Trung Quốc cạnh tranh. Trong hai năm, 240.000 công nhân Đức trong các nhà máy đã bị mất việc. « Sự trỗi dậy của nền công nghiệp Trung Quốc giờ đây là một mối đe dọa ảnh hưởng đến toàn hệ thống của châu Âu : Trong vài thập niên, Bắc Kinh đã xây dựng một cỗ máy sản xuất ở quy mô lớn chưa từng có ». Sự trỗi dậy đó, dựa trên hai yếu tố. Một là sản xuất thật nhiều với chi phí thấp hơn nhiều so với tất cả các đối thủ cạnh tranh, và hai là nâng cấp công nghệ trong một thời gian cực ngắn. Hai yếu tố này đưa Trung Quốc trở thành nhà sản xuất lớn nhất thế giới đồng thời là đối tác thương mại duy nhất thặng dư mậu dịch với toàn cầu. Nhìn chung cho cả khối 27 nước thuộc Liên Hiệp Châu Âu, trên thị trường nội địa, « với đà hiện tại, trong trung hạn 55 % sản xuất công nghiệp của châu Âu có thể bị hàng Trung Quốc đe dọa trên thị trường nội địa ». Châu Âu từng bước bị Trung Quốc đẩy vào thế của các nhà « lắp ráp » Tài liệu nhấn mạnh đến một thay đổi lớn từ những năm 2010 : Bắc Kinh không chỉ tập trung tích lũy năng lực sản xuất, mà đã rút ngắn khoảng cách công nghệ với các nước tiên tiến khác. Mục tiêu nhằm khẳng định vị trí của Trung Quốc trong các lĩnh vực có giá trị gia tăng cao hơn. Kế hoạch Made in China 2025, được thông qua năm 2015, minh họa cho sự chuyển hướng này. Trung Quốc đã nhắm đến từ công nghệ thông tin, dược phẩm, máy móc và robot, hàng không dân dụng, xe điện và thiết bị nông nghiệp. Chính sự thay đổi này, như báo cáo của Cơ quan đặc trách về chiến lược và kế hoạch của Pháp ghi nhận « tạo ra nguy cơ hàng công nghiệp châu Âu bị giảm chất lượng và châu Âu chỉ còn đảm nhận các khâu lắp ráp, và hoàn thiện sản phẩm, làm giảm khả năng tạo giá trị và kiểm soát công nghệ ». Tiêu biểu nhất là bước « đại nhẩy vọt trong ngành công nghiệp xe hơi Trung Quốc ». Châu Âu đã phải nhìn nhận « nói về ô tô điện, ở tất cả mọi khâu, công nghệ của Trung Quốc giờ đây đang đi trước các đối thủ một thế hệ » và đau hơn nữa cho các nhà sản xuất nổi tiếng trên Lục Địa Già là « với chất lượng tương đương, Trung Quốc có thể sản xuất với giá thành thấp hơn ». Nhân một sự kiện quy tụ các nhà sản xuất xe hơi Trung Quốc - China Passenger Car association đầu năm nay, ban tổ chức đã trình bày một biểu đô cho thấy : Trên thế giới, Trung Quốc chiếm 75% thị trường điện thoại di động và cứ trên 100 máy điều hòa không khí thì có 75 chiếc là hàng Trung Quốc, 84 % máy tính xách tay lưu hành do Trung Quốc sản xuất… Nhưng trên thị trường xe hơi, thì ô tô điện mới chỉ chinh phục được 66 % thị phần, và 33 % với các loại xe hơi chạy bằng xăng, dầu. Quan chức chủ trì sự kiện đó lập cảnh cáo giới trong ngành phải nỗ lực để thị phần xe hơi Trung Quốc trên thế giới « không lẹt đẹt ở phía sau như hiện tại ». Châu Âu bị lấn sân Xác định những lĩnh vực châu Âu bị Trung Quốc lấn sân, báo cáo của Pháp chỉ rõ : những lĩnh vực bị đe dọa hơn cả gồm có ngành công nghiệp nhựa, công nghiệp chế tạo bình điện cho ô tô hay xe đạp, các nhà máy hóa chất …. Và đáng quan ngại hơn nữa là « 70 % các trong ngành sản xuất xe hơi của Pháp đang chịu áp lực rất lớn ». Nhưng quan trọng hơn nữa là hàng Trung Quốc đang từng bước đẩy hàng của châu Âu ra khỏi ngay trên thị trường nội địa của châu lục này. 25 % tổng kim ngạch xuất khẩu của các nước công nghiệp phát triển nhất trong liên Âu (Đức, Pháp, Ý, Tây Ban Nha và nhiều nước Bắc Âu) bị ảnh hưởng. Ngoài khu vực châu Âu thì các nhãn hiệu Trung Quốc cũng đang từng bước đẩy máy móc, và xe hơi của châu Âu ra khỏi những thị trường từ ở châu Phi đến châu Á hay châu Mỹ Latinh. Chỉ riêng trong lĩnh vực xe hơi, sự trỗi dậy của các tập đoàn Trung Quốc « trực tiếp đe dọa gần 14 triệu công việc làm của người dân châu Âu ». « Phi công nghiệp hóa » : Châu Âu chưa đụng đáy ? Trên đài phát thanh tư nhân Radio Classique, Jean-Christophe Caffet, kinh tế trưởng công ty bảo hiểm ngoại thương của Pháp COFACE tiếc là Liên Âu quá chậm chạp trong những quyết định của mình để mong đảo ngược thế cờ trước một đối thủ đang rất mạnh cả về tài chính, phương tiện và nhất là về phương diện chính trị như Bắc Kinh. Khó có thể phủ nhận nền công nghiệp châu Âu đang bị suy sụp. Nhưng không thể nói là mảng này đang bị khai tử, bởi vì chúng ta vẫn có thể điều chỉnh hướng đi. Nhưng cần phải nhanh chóng hành động. Đây là điều cách nay 18 tháng, báo cáo Draghi, mang tên chuyên gia kinh tế, cựu thống đốc Ngân Hàng Trung Ương Châu Âu Mario Draghi đã chỉ ra. Tài liệu này đã xác định được những vấn đề của châu Âu, không gì để tranh cãi. Điều đáng lo duy nhất ở đây là tiến độ để Liên Âu điều chỉnh chính sách công nghiệp của mình, tức là để thực hiện các giải pháp mà báo cáo Draghi đã chỉ ra. Có điều từ đó tới nay, trên thực tế Bruxelles mới đề xuất các biện pháp cho phép thực hiện khoảng 12 % những đề xuất trong báo cáo Draghi. Với tiến độ này, chúng ta sẽ phải mất 12 năm để thực hiện được một nữa những mục tiêu cho phép châu Âu khôi phục lại cỗ máy công nghiệp. Trong khi đó thì các đối thủ cạnh tranh của châu Âu lại rất nhanh tay. Nói cách khác, châu Âu cần gấp rút hành động. Bắt bệnh và kê đơn Cũng trong báo cáo của cơ quan đặc trách về chiến lược và kế hoạch của Pháp Haut Commissariat à la Stratégie et au Plan đặt câu hỏi : Liên Hiệp Châu Âu phải làm gì để cưỡng lại « máy ủi công nghiệp đó của Trung Quốc » ? Paris đề nghị hai giải pháp : một là theo chân Hoa Kỳ cũng dùng đòn thuế quan, đánh thuế 30 % vào hàng made in China xuất khẩu sang thị trường chung châu Âu. 30 % đó phản ánh khác biệt về giá thành từ 30 đến 40 % khi mà hàng của Trung Quốc rẻ hơn so với hàng của châu Âu. Khả năng thứ nhì là Bruxelles phải phá giá đồng euro từ 20 đến 30 % so với đồng nhân dân tệ của Trung Quốc để tạo một sân chơi bình đẳng. Tuy nhiên người điều hành cơ quan Haut Commissariat à la Stratégie et au Plan, Clément Baune thiên về giải pháp thứ nhất, tức là Paris muốn Pháp và Liên Âu cũng nên áp dụng chính sách bảo hộ với hàng của Trung Quốc. Về điểm này, Jean -Christophe Caffet phân tích : Trong hoàn cảnh hiện tại, trước ‘máy ủi' Trung Quốc như thuật ngữ được sử dụng trong báo cáo của Cơ Quan đặc trách về Chiến Lược và Kế Hoạch của Pháp, tăng 30 % thuế hải quan đánh vào hàng Trung Quốc là một dạng tuyên chiến với công xưởng của thế giới. Đây là một giải pháp khẩn cấp để chận làng sóng hàng của Trung Quốc đang đổ vào châu Âu. Giải pháp này có phần chính đáng, nhưng hoàn toàn không phải là liều thuộc trị được căn bệnh tận gốc rễ. Bởi vì để vực dậy nền công nghiệp của châu Âu, chúng ta cần áp dụng những khuyến cáo từ báo cáo mang tên ông Draghi, tức là cần huy động vốn, cần đơn giản hóa các thủ tục hành chính, cần đầu tư ồ ạt vào những lĩnh vực mũi nhọn và được coi là ưu tiên, chính phủ cần can thiệp vào các lĩnh vực chiến lược đẻ bảo đảm tính tự chủ của châu lục này, như là trên phương diện công nghệ sỗ chẳng hạn.
Tom Bilyeu and co-host DREW dive headfirst into some of the most pressing and controversial news stories shaking the globe. They kick things off by unpacking the arrest of Prince Andrew—highlighting the unprecedented legal scrutiny on the British royal family and its deep connections to the infamous Epstein saga. The conversation peels back the layers of power, secrecy, and the changing nature of accountability in the age of hyper-velocity information, asking whether true justice can ever be achieved when the world's elites are involved. But the episode doesn't stop there. Tom Bilyeu and DREW pivot to the bizarre timing of President Trump's announcement to “give us the aliens,” raising questions about whether disclosures about extraterrestrial life are just next-level distractions from more uncomfortable truths. From Nobel Prize-winning physics experiments that challenge our understanding of reality itself, to politicians and military personnel testifying under oath about UFOs, this discussion is a whirlwind journey through the places where science fiction meets political theater. As always, expect sharp analysis, biting humor, and a fearless willingness to address the issues others avoid. Whether it's the unraveling of global conspiracies, the fate of democracy in an era of fractured narratives, or the economic chess game of international tariffs, this episode promises to make you think deeper and question everything. Buckle up—this is Impact Theory at its thought-provoking best. Huel: High-Protein Starter Kit 20% off for new customers at https://huel.com/impact code impactKetone IQ: Visit https://ketone.com/IMPACT for 30% OFF your subscription orderQuince: Free shipping and 365-day returns at https://quince.com/impactpodShopify: Sign up for your one-dollar-per-month trial period at https://shopify.com/impactPique: 20% off at https://piquelife.com/impact Cape: 33% off your first 6 months with code IMPACT at https://cape.co/impact Plaud: Get 10% off with code TOM10 at https://plaud.ai/tomDuck.Ai: Protect your privacy at https://duck.ai/impactRaycon: 15% off at https://buyraycon.com/impact What's up, everybody? It's Tom Bilyeu here: If you want my help... STARTING a business: join me here at ZERO TO FOUNDER: https://tombilyeu.com/zero-to-founder?utm_campaign=Podcast%20Offer&utm_source=podca[%E2%80%A6]d%20end%20of%20show&utm_content=podcast%20ad%20end%20of%20show SCALING a business: see if you qualify here.: https://tombilyeu.com/call Get my battle-tested strategies and insights delivered weekly to your inbox: sign up here.: https://tombilyeu.com/ ********************************************************************** If you're serious about leveling up your life, I urge you to check out my new podcast, Tom Bilyeu's Mindset Playbook —a goldmine of my most impactful episodes on mindset, business, and health. Trust me, your future self will thank you. ********************************************************************** FOLLOW TOM: Instagram: https://www.instagram.com/tombilyeu/ Tik Tok: https://www.tiktok.com/@tombilyeu?lang=en Twitter: https://twitter.com/tombilyeu YouTube: https://www.youtube.com/@TomBilyeu Prince Andrew arrest, Epstein files, Jeffrey Epstein, misconduct in public office, British royal family, information censorship, aliens, extraterrestrial disclosure, Trump administration, political distraction, royal scandal, government secrets, Virginia Giuffre, sexual abuse allegations, whistleblower testimony, House Oversight Committee, UAP (Unidentified Aerial Phenomena), alien technology, Nobel Prize physics, quantum entanglement, Obama alien remarks, Trump tariffs, Supreme Court ruling, International Emergency Economic Power Act (IEPA), tariff lawsuits, government shutdown, GDP numbers, deregulation, energy prices, U.S. manufacturing jobs Learn more about your ad choices. Visit megaphone.fm/adchoices
Let's talk about Trump blaming the GDP on democrats....
US equity futures are pointing sharply lower to start the week, with Asian markets broadly higher and European equities trading a weaker open. Markets are reacting to Friday's Supreme Court ruling striking down the IEEPA tariffs, followed immediately by President Trump announcing a new global tariff rate of 10%, later raised to 15% under a different authority. The move has injected fresh uncertainty into the trade landscape, with expectations that the administration will pursue additional trade investigations to restore its effective tariff rate. Questions also remain around potential tariff refunds after the court offered no clear guidance. The ruling and subsequent policy shift come against a backdrop of mixed macro data, including softer flash PMIs, hotter-than-expected core PCE, and below-consensus fourth-quarter GDP. Fed commentary leaned hawkish, with officials highlighting upside inflation risks and signaling that further tightening could return to the table if price pressures reaccelerate. Geopolitical tensions remain elevated amid discussions of a potential limited US strike on Iran, though risk assets had largely shrugged off the headlines late last week.Companies Mentioned: Netflix, TPG, KKR, Fortune Brands Innovations
Is your AI agent running a restaurant — or a factory — while you sleep?In this episode of TechFirst, John Koetsier sits down with Jensen Teng, CEO and co-founder of Virtuals, to unpack one of the boldest (or craziest) visions in tech today: a hybrid economy powered by AI agents, humanoid robots, teleoperation, and blockchain coordination.An economy that may not really need humans for much at all ...Virtuos has already facilitated:• $14B in tokenized asset trading• $30M+ raised for founders• 100+ live AI agents• $500M in “agentic GDP”Now they're expanding into embodied AI — launching EastWorlds, a vertically integrated robotics incubator with 30 Unitree G1 humanoids in a 10,000 sq. ft. lab.We cover:• What “agentic GDP” really means• How AI agents coordinate using blockchain• Why teleoperation is the bridge to full autonomy• The economics of outsourcing physical labor via robots• Why security guards may be a Day 1 use case• The data gap holding back robotics• Tokenization as a potential solution to AI-era inequality• Whether this future looks more like Stripe… or WestworldThis isn't sci-fi. It's already underway.⸻GuestJensen TengCEO & Co-founder, Virtuals⸻If you care about the future of work, robotics, AI agents, tokenization, and the economic systems emerging around them — this is a must-watch.
Economist Steven Durlauf, a professor at the University of Chicago Harris School of Public Policy, weighs in on the fallout from Friday's Supreme Court decision that the Trump Administration had exceeded its authority in declaring tariffs as being necessary under emergency conditions. While the move put an end to the previously announced tariffs, Durlauf discusses the uncertain benefits of the changes, noting that there are some monies that could flow back to consumers or prices that could decrease, but that most of the impacts will be more on the policy and economy fronts than to the pocketbooks of consumers and the coffers of businesses. David Trainer, founder and president at New Constructs, says that technology investors could be headed for trouble as he expects the sector to roll over "and take several steps back," bogged down with more balance sheets showing an overload of debt. He notes that tech stocks have benefitted from momentum investing and buy-the-dips thinking, but if earnings slow down — as he expects — and off-balance sheet debts hit home, the sector will lag other parts of the market. Vijay Marolia, chief investment officer at Regal Point Capital says that he expects GDP numbers to come roaring back from last week's disappointment, noting that the 4%-plus growth he sees for much of the rest of the year is more than just recovering the gross domestic product lost late last year to the government shutdown. He does not expect that growth to be derailed by continuing trade-policy and tariff uncertainty, which reached new heights last week after the Supreme Court decision. Also in "The Week That Is," Vijay discusses his experience playing around on prediction markets and how that has led him to see that those platforms — which most see as a different form of gambling — will have real impacts on investment theory and strategy in the very near future.
A weak GDP report and hot inflation data were overshadowed by the Supreme Court's decision to overturn Trump's tariffs Friday. Nvidia earnings, Fed speakers are in-focus this week. Important Disclosures This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions. The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc. All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request. Past performance is no guarantee of future results. Diversification and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets. Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions. The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party. Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. Investing involves risk, including loss of principal, and for some products and strategies, loss of more than your initial investment. Digital currencies [such as bitcoin] are highly volatile and not backed by any central bank or government. Digital currencies lack many of the regulations and consumer protections that legal-tender currencies and regulated securities have. Due to the high level of risk, investors should view digital currencies as a purely speculative instrument. Cryptocurrency-related products carry a substantial level of risk and are not suitable for all investors. Investments in cryptocurrencies are relatively new, highly speculative, and may be subject to extreme price volatility, illiquidity, and increased risk of loss, including your entire investment in the fund. Spot markets on which cryptocurrencies trade are relatively new and largely unregulated, and therefore, may be more exposed to fraud and security breaches than established, regulated exchanges for other financial assets or instruments. Some cryptocurrency-related products use futures contracts to attempt to duplicate the performance of an investment in cryptocurrency, which may result in unpredictable pricing, higher transaction costs, and performance that fails to track the price of the reference cryptocurrency as intended. Please read more about risks of trading cryptocurrency futures here. The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc. Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries. Google Podcasts and the Google Podcasts logo are trademarks of Google LLC. Spotify and the Spotify logo are registered trademarks of Spotify AB. (0128-0226) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Ted Thatcher discusses market unease and the state of the broad economy. He's hopeful for the year still, breaking down the latest GDP report and what he thinks investors are missing. Ted covers why he thinks Amazon (AMZN) is an appealing buy here, arguing that the opportunity for AWS within AI is underappreciated, and why it can hit the “singularity” in the robotics revolution first.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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 Jack Westin MCAT Podcast episode, Mike and Molly break down MCAT signaling cascades with a clear, test-focused walkthrough of G protein–coupled receptors (GPCRs). You'll learn the core GPCR structure, how GDP → GTP activation works , why signaling pathways create amplification, and how cells shut signals off with built-in termination steps.We cover the high-yield cAMP pathway in detail, including Gs vs Gi, adenylyl cyclase → cAMP → protein kinase A (PKA), plus the key ideas behind the Gq pathway (PLC and calcium signaling). We also connect GPCR signaling to common MCAT contexts like hormones, fast cellular responses, and a classic passage-style example (cholera toxin) to show how the AAMC tests cause-and-effect in pathways.In this episode, you'll learn:
Raoul Ruparel, director of Boston Consulting Group's Centre for Growth, discusses his research showing Britain’s biggest industries have been responsible for the decades-long decline in productivity that has roughly halved the GDP growth rate since the end of the 1990s. He spoke to Stephen Carroll and Caroline Hepker on Bloomberg Daybreak Europe.See omnystudio.com/listener for privacy information.
Ilyce Glink, owner of Think Glink Media, joins Jon Hansen, filling in for Lisa Dent, to talk about the Supreme Court ruling President Trump’s tariffs illegal, inflation, and GDP.
This episode of Viewpoint This Sunday detonates two political flashbangs back-to-back: the Supreme Court torpedoing Trump's global tariffs—and a looming U.S.–Israel strike on Iran that could reshape the Middle East overnight. Host Malcolm Out Loud brings the heat with a rapid-fire, no-filter discussion featuring economic strategist Christian Briggs, as they unpack what the SCOTUS decision really means—and why the fallout could hit the economy, the midterms, and Trump's entire trade strategy at once.The core question driving the first half: Was this a “ruling” or just an “opinion”—and who actually has the power to stop the president? Engel goes straight to the Constitution, arguing tariffs are fundamentally taxes and that Congress—not the president—holds the power to impose them. He warns that using emergency powers under the International Emergency Economic Powers Act doesn't authorize taxation, and he frames the Court's decision as a necessary check on executive overreach—regardless of whether tariffs are good policy. Briggs largely agrees on constitutionality, even while insisting Trump's intent was to restore a level playing field and defend American manufacturing.Then the conversation gets explosive: refunds. If the tariffs were unconstitutional, Engel argues the government may have effectively “taken” massive sums—raising the question of whether importers (and ultimately consumers) are owed billions back, even though costs may have already been passed down the chain. That's when the debate turns political: does this ruling help Republicans by easing cost pressure before midterms—or does it hurt them because the tariffs already squeezed younger and lower-income Americans? Briggs argues the damage is real, pointing to GDP pressure, shrinking discretionary income, and price spikes that hit working families hardest.But the biggest moment isn't even about tariffs—it's about the terrifying truth underneath the argument: America's system is broken. The hosts openly wrestle with a brutal reality—Congress is dysfunctional, the public doesn't understand constitutional mechanics, and the country now treats SCOTUS like a final kingmaker even though the Court has no enforcement arm. Engel warns that if Americans surrender the “republic” mindset and treat nine justices as rulers, the nation drifts toward oligarchy. Briggs adds that executive power has expanded for decades across administrations, and now Trump is being forced to navigate a system where courts, Congress, and public perception collide.And just when you think it's over—Malcolm tees up the next crisis: Iran. Experts warn a strike looks imminent, and that negotiating with Tehran may be equivalent to negotiating with fanatics.If you want one episode that captures the constitutional collision, economic fallout, and geopolitical fuse all at once—this is it.
President Trump just signaled a major escalation: raising global tariffs from 10% to 15%—right after the Supreme Court moved to strike down his use of tariffs under the International Emergency Economic Powers Act. Critics called it a defeat. Trump called the ruling “ridiculous.” And in this fast-moving, high-stakes interview, economist Christian Briggsbreaks down what's really happening behind the headlines—and why the market may have just revealed the real story.Briggs explains that the Supreme Court's decision isn't necessarily an anti-tariff ruling—it's a constitutional boundary marker. In other words: it's not “no tariffs,” it's “not that way.” He argues the Court is trying to preserve constitutional order by forcing tariff authority back toward Congress or tighter legal frameworks, while still leaving enough room for Trump to pivot immediately. That pivot, Briggs predicts, is coming fast—potentially within days—as Trump and his legal team roll out Plan B, designed to keep tariffs alive through a new method that fits within the Court's limits.Then Briggs gets into the economic impact—and this is where the interview gets real. He confirms tariffs have already driven measurable manufacturing behavior: international producers are shifting or expanding operations in the U.S. to avoid the tariff wall, while domestic manufacturing becomes more competitive. Jobs are beginning to return, and the economic “gravity” of supply chains is moving back toward America.But Briggs doesn't ignore the downside: consumers have already absorbed an estimated $150 billion in added costs from tariffs. The key question becomes: does short-term pain outweigh long-term gain? Briggs' answer is blunt—tariffs can sting, especially for the bottom half of earners, but he argues the real payoff comes when wages rise through high-value manufacturing jobs, turning short-term cost pressure into long-term prosperity. His forecast: if reshoring accelerates, the U.S. could see 4–5% GDP growth in 2027 driven by industrial expansion.The most surprising moment? Investors appeared to like the ruling. Markets bumped upward after the decision because traders interpreted it as clarity—not collapse. In Briggs' view, investors saw a scenario where tariffs continue, but with tighter legal guardrails, less uncertainty, and a clearer framework.Finally, Briggs addresses the political question: does this weaken Trump on the world stage? His answer: not even close.He argues Trump treats setbacks like business obstacles—simply one route that doesn't work, before finding the route that does. And that mindset, he says, makes Trump look stronger—not weaker—heading into the next round of negotiations.If you want the clearest breakdown of what this ruling means, what Trump's next move likely is, and why markets reacted the way they did—this is the episode to watch.
It was a difficult Friday for US President Donald Trump, as the Supreme Court ruled against his tariffs, while GDP in the fourth quarter grew by less than expected and a core measure of inflation rose. But, notes Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International, Trump has already announced other measures to retain tariffs. Investec Focus Radio SA
Host Dick Donahue talks about the Supreme Court decision on Trump's tariffs, 4th quarter GDP, and the accidental death of diversification.
雖然2025年國際政經情勢動盪,但台灣的GDP成長率卻高達8.63%,遠高於預期;人均所得也達到3萬9477元的歷史高點,這些都值得高興。不過,全年出生人口僅約10.7萬人,連續10年下降,比2015年幾乎減少一半,也是無法忽略的隱憂。有喜有憂、有機會也有挑戰,站在2026年這個轉捩點,對政府與企業領導者來說,都是必須謹慎面對的新考驗。黃欽勇Facebook https://www.facebook.com/hwangchinyeong
Gold just broke above $5,100 — and almost no one is talking about it.While politicians argue over tariffs, the real story is accelerating stagflation. GDP growth collapsed from 4.4% to 1.4%. Core PCE inflation is rising again. The Fed is openly debating rate cuts while inflation runs 50% above target.This is not a soft landing.Deficits are exploding. Tariff revenue is disappearing. The national debt is surging. The bond market is weakening. And the Federal Reserve is trapped between a weakening economy and rising inflation.That trap has only one historical resolution: monetary expansion.Gold is moving because the market understands what policymakers won't admit. The dollar's purchasing power is deteriorating. Sovereign debt risk is rising. Global capital is repositioning.This is not about daily volatility. It's about systemic imbalance.When growth weakens and inflation accelerates at the same time, the outcome isn't recovery — it's currency stress.Gold is signaling the next phase.Our Sponsors:* Check out GhostBed: https://ghostbed.com/PETER* Check out TruDiagnostic and use my code GOLD20 for a great deal: https://www.trudiagnostic.comPrivacy & Opt-Out: https://redcircle.com/privacy
1.Jeff Bliss reports a deadly avalanche in Lake Tahoe claimed nine lives due to dry uncompacted snow, severe storms are causing heavy snowfall at Donner Pass and flooding the Los Angeles River, while Las Vegas faces declining foot traffic and Los Angeles battles rampant copper wire theft. 12.Jeff Bliss covers California's upcoming gubernatorial jungle primary with Democrat Eric Swalwell and Republican Steve Hilton as early frontrunners, Spencer Pratt challenging Mayor Karen Bass in Los Angeles, and Governor Gavin Newsom positioning himself for a 2028 presidential run on an anti-Trump platform. 23.Gene Marks reports that despite a disappointing fourth-quarter GDP growth rate of 1.4 percent and sluggishness in shipping and chemical sectors, small businesses remain surprisingly resilient with optimism above average and continued hiring plans even as AI integration remains limited. 34.Gene Marks discusses the Supreme Court ruling the administration's April 2025 emergency tariffs unconstitutional, leaving billions in collected funds in limbo, though the administration will likely utilize the Trade Acts of 1962 and 1974 to continue imposing targeted tariffs without congressional approval. 45.Jim McTague reports Lancaster County reflects the national 1.4 percent GDP slowdown with flat retail, consumer price fatigue, and plummeting restaurant traffic due to rising costs and weight-loss drugs, while Washington DC lobbying and local health and construction sectors remain strong. 56.Lorenzo Fiori reports the Milan Winter Olympics are proceeding successfully amidst beautiful snow with rumors of a Donald Trump visit for the hockey finals, while extreme weather has caused dangerous Alpine avalanches and the tragic collapse of the historic Lover's Arch on the Adriatic coast. 67.Bob Zimmerman of Behind the Black reports NASA successfully completed a wet dress rehearsal for the Artemis IImission targeting a March 6th launch, while a NASA report classified Boeing's Starliner failure as a severe Type A emergency prompting tighter control as SpaceX competition thrives. 78.Bob Zimmerman reports Japanese private space startup ispace is struggling with severe engine development problems for its lunar landers, while archival images from New Horizons reveal Pluto's bizarre splotched surface and floating ice mountains, and a newly discovered dim galaxy hints at dark matter's vastness. 89.Sir Max Hastings details the daring glider assault to capture the Orne River bridge, where Major John Howard'stroops achieved total surprise, securing a vital link for British airborne and seaborne forces on D-Day itself. 910.Sir Max Hastings discusses General Montgomery's expanded vision for D-Day and the initial chaos of the airborne landings, noting that despite the shambles at Merville battery, paratroopers' bravery confused German defenders and secured the mission's early vital stages. 1011.Sir Max Hastings highlights Major General Richard Gale's calm leadership during the chaotic airborne drops, with success relying on British deception plans and Rommel's absence preventing early German counterattacks against the beaches on D-Day. 1112.Sir Max Hastings describes specialized armored funnies that supported British landings on Sword Beach, noting that while technically successful, heavy traffic and Montgomery's overly ambitious objectives prevented the Allies from capturing Caen on D-Day. 1213.Henry Sokolski of the Nonproliferation Policy Education Center critiques the inconsistency of threatening war against Iran over its nuclear program while simultaneously considering a deal to allow Saudi Arabia uranium enrichment capabilities under less stringent international oversight. 1314.Veronique de Rugy of the Mercatus Center explains how bipartisan spending on entitlement programs like Social Security and Medicare drives national debt, arguing that American consumers, not foreign nations, primarily bear the economic burden of tariffs. 1415.Professor Richard Epstein of the Hoover Institution analyzes constitutional limits of presidential authority to fire independent agency officials, discussing historical precedents like Humphrey's Executor and critiquing legal reasoning behind maintaining quasi-judicial independence within the executive branch. 1516.Professor Richard Epstein predicts the Supreme Court may strike down tariffs, arguing that trade deficits do not constitute legal emergencies, while also discussing the potential for the Court to preserve the Federal Reserve'sindependence from executive control. 16
Economist EJ Antoni and Professor of Finance Michael Faulkender joins the show to talk Inflation and GDP 4th Quarter. Learn more about your ad choices. Visit megaphone.fm/adchoices
While stocks have been stuck in a trading range for months, it has given their Daily Moving Averages time to catch up and for oversold levels to burn off.Technically, this should provide current prices with stronger support to move higher from -- especially if capital starts rotating back into the battered software and AI sectors.Portfolio manager Lance Roberts and I discuss the odds for this, as well as the new Supreme Court decision against tariffs, the latest GDP growth and PCE inflation data, mounting signs of concern in private credit, as well as Lance's firm's latest trades.For everything that mattered to markets this week, watch this video.Get Lance's 10 Immutable Laws Of Building Wealth at https://realinvestmentadvice.com/resources/blog/money-the-10-immutable-laws-of-building-wealth/REGISTER FOR THOUGHTFUL MONEY'S SPRING ONLINE CONFERENCE AT THE EARLY BIRD DISCOUNT PRICE at https://www.thoughtfulmoney.com/conference#tariffs #bullmarket #privatecredit _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.
John walks through the CBO's 2026–2036 outlook showing persistent deficits and a rising debt-to-GDP “hockey stick” trajectory The hosts argue the “gradual print + occasional big print” pattern is structurally embedded in fiat incentives and political constraints Supreme Court strikes down key Trump tariffs (reciprocal “Liberation Day” and fentanyl-related duties), framed as a separation-of-powers moment Market reaction appears muted and “wait-and-see,” with uncertainty over how the administration may reassert tariffs via other authorities A Bloomberg/EY-style projection is cited: debt potentially reaching ~$64T by 2036 with interest costs swelling materially Bitcoin ETFs: despite a drawdown from peak cumulative inflows, the broader flow base suggests many holders treat ETF exposure as long-term allocation 13F chatter: a new Hong Kong entity holding substantial IBIT is floated as possible capital-flight behavior, with caution that it could also be speculative positioning Quick hits: a congressman discloses additional Bitcoin purchases; Goldman CEO David Solomon (“DJ D-Sol”) mentions owning a small amount of BTC A Fed voice (Neel Kashkari) dismisses crypto cross-border narratives; hosts rebut that “no country will abandon monetary policy” is exactly why Bitcoin exists Crypto credit stress: BlockFills halting withdrawals is flagged as potential post-drawdown plumbing fallout and a reminder of leverage unwind dynamics ► For high-net-worth individuals and corporations seeking to build generational wealth with Bitcoin, Swan Private is your guide ✔ https://www.swanbitcoin.com/private?utm_campaign=private&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Secure your bright orange future with the Swan IRA today! Real Bitcoin, no taxes ✔ https://www.swanbitcoin.com/ira?utm_campaign=ira&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Secure your Bitcoin with Swan Vault ✔ https://www.swanbitcoin.com/vault?utm_campaign=vault&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Download the all-new Swan Bitcoin App ✔ https://www.swanbitcoin.com/app?utm_campaign=app&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Want to learn more about Bitcoin? Check out Welcome To Bitcoin a FREE Introductory course. Learn about Bitcoin in under 1 hour! ✔ https://www.swanbitcoin.com/welcome?utm_campaign=welcome_to_bitcoin&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Connect with Swan Bitcoin: ✔ Twitter: https://twitter.com/Swan ✔ Instagram: https://instagram.com/SwanBitcoin ✔ LinkedIn: https://linkedin.com/company/swanbitcoin ✔ Threads: https://www.threads.com/@swanbitcoin ✔ Facebook: https://www.facebook.com/SwanBitcoin/ ✔ TikTok: https://www.tiktok.com/@realswanbitcoin
【聊了什么】 2月20日,美国最高法院以6:3推翻了特朗普基于IEEPA(国际紧急经济权力法)征收的全部关税,判定"监管进口"不等于"征收关税",税收权属于国会。但特朗普在判决出炉仅三小时后便签署新行政令,以贸易法第122条重新加征10%的全球关税。(录制期间,特朗普宣布将新增的10%关税提高到15%。) 本期我们讨论了:IEEPA到底是什么?最高法院的多数意见和反对意见分别说了什么?为什么多数派法官内部也吵成了好几派?特朗普的关税工具箱里还剩什么?1700亿的退税怎么退?以及这场判决对中期选举和美国经济意味着什么。 本期节目录制于美国时间2026年2月21日上午。 【支持我们】 如果喜欢这期节目并希望支持我们将节目继续做下去: 也欢迎加入我们的会员计划: https://theamericanroulette.com/paid-membership/ 会员可以收到每周2-5封newsletter,可以加入会员社群,参加会员活动,并享受更多福利。 合作投稿邮箱:american.roulette.pod@gmail.com 【时间轴】 01:48 IEEPA是什么?紧急状态权力的历史背景 05:25 核心法律问题:"regulate importation"包不包含征收关税? 08:45 最高法院多数意见:罗伯茨与"重大问题原则" 13:00 自由派的赞同意见 vs 戈萨奇46页无差别开炮 18:02 反对意见:托马斯的"王权论"与卡瓦诺63页全力护航 29:33 1700亿退税难题:退给谁?怎么退? 34:37 特朗普的反击:122条与关税工具箱盘点 44:43 判决的实质影响:形式变了,关税没变 46:27 国会动态:共和党倒戈与退休潮中的内生反对派 58:01 经济大背景:GDP不及预期、通胀未降与中期选举压力 1:05:02 最高法院与特朗普:蜜月结束了吗? 1:11:28 大法官人物分析:戈萨奇 vs 卡瓦诺 【我们是谁】 美轮美换是一档深入探讨当今美国政治的中文播客。 我们的主播和嘉宾: Talich:美国政治和文化历史爱好者 王浩岚:美国政治爱好者,岚目公众号主笔兼消息二道贩子 小华:媒体人 品达:美国政治观察人士 【 What We Talked About】 On February 20, the U.S. Supreme Court ruled 6-3 to strike down all tariffs imposed by Trump under IEEPA (International Emergency Economic Powers Act), holding that "regulate importation" does not mean "impose tariffs" and that the power to tax belongs to Congress. But just three hours after the ruling, Trump signed a new executive order reimposing a 10% global tariff under Section 122 of the Trade Act. (During the recording of this episode, Trump announced an increase of the new 10% tariff to 15%.) In this episode, we discuss: What exactly is IEEPA? What did the majority and dissenting opinions say? Why were even the majority justices divided into several camps? What tools remain in Trump's tariff toolbox? How will $170 billion in tariff refunds be handled? And what does this ruling mean for the midterm elections and the U.S. economy? This episode was recorded on the morning of February 21, 2026 (U.S. time). 【Support Us】 If you like our show and want to support us, please consider the following: Join our membership program: https://theamericanroulette.com/paid-membership/ Support us on Patreon: www.patreon.com/americanroulette Business Inquiries and fan mail: american.roulette.pod@gmail.com 【Timeline】 01:48 What is IEEPA? The history of emergency powers 05:25 The core legal question: Does "regulate importation" include imposing tariffs? 08:45 The majority opinion: Roberts and the Major Questions Doctrine 13:00 Liberal concurrence vs. Gorsuch's 46-page all-out attack 18:02 The dissent: Thomas's "royal prerogative" theory & Kavanaugh's 63-page defense 29:33 The $170 billion refund problem: Who gets it and how? 34:37 Trump strikes back: Section 122 and the tariff toolbox 44:43 Real-world impact: The form changed, the tariffs didn't 46:27 Congress reacts: Republican defections and a growing internal opposition 58:01 Economic backdrop: GDP misses expectations, inflation persists, and midterm pressure 1:05:02 The Supreme Court and Trump: Is the honeymoon over? 1:11:28 Justice profiles: Gorsuch vs. Kavanaugh 【Who We Are】 The American Roulette is a podcast dedicated to helping the Chinese-speaking community understand fast-changing U.S. politics. Our Hosts and Guests: Talich:Aficionado of American politics, culture, and history 王浩岚 (Haolan Wang): American political enthusiast, chief writer at Lán Mù WeChat Official Account, and peddler of information 小华 (Xiao Hua): Journalist, political observer Pinda:American political enthusiast
Savage speaks with David Bahnsen — founder of The Bahnsen Group, host of the Capital Record, and a leading voice at National Review. They confront the collapse of fiscal conservatism in an era of runaway spending — and the ticking time bomb of America's national debt blowing past $38 trillion. Bahnsen sounds the alarm on what soaring deficits and a swelling debt-to-GDP ratio mean for your savings, your investments, and the country's future. Then the pair cover the top economic trends of our modern era: The real reason gold is surging — and whether a financial panic is brewing The crypto mania: revolution or mirage? The AI stock boom — historic opportunity or the next bubble ready to burst? A high-stakes financial reality check you won't want to miss. Go to get.stash.com/SAVAGE to see how you can receive TWENTY-FIVE DOLLARS towards your first stock purchase and to view important disclosures. Protect your wealth with Goldencrest Metals at https://reports.goldencrestmetals.com/savagegold For a limited time only, head to Rugiet.com/SAVAGE to get 15% off your order.
Jim McTague reports Lancaster County reflects the national 1.4 percent GDP slowdown with flat retail, consumer price fatigue, and plummeting restaurant traffic due to rising costs and weight-loss drugs, while Washington DC lobbying and local health and construction sectors remain strong. 51879 GRAND ARMY OF THE REPUBLIC
Gene Marks reports that despite a disappointing fourth-quarter GDP growth rate of 1.4 percent and sluggishness in shipping and chemical sectors, small businesses remain surprisingly resilient with optimism above average and continued hiring plans even as AI integration remains limited. 31949 STORK CLUB
The Supreme Court just ruled that the cornerstone of the president's tariff policy is illegal. It says Donald Trump can't impose tariffs under the International Emergency Economic Powers Act. U.S. consumers and businesses have been shouldering nearly 90% of the cost of all import taxes, and some businesses are vowing to go to court to get a refund. Also on the show: weaker-than-expected GDP growth, DEI's rebrand, and potential federal regulation for driverless cars.
Discover why the GDP number was much weaker than expected. Are you on track for financial freedom...or not? Financial freedom is a combination of money, compounding and time (my McT Formula). How well you invest can make the biggest difference to your financial freedom and lifestyle. If you invested well for the long-term, what a difference it would make because the difference between investing $100k and earning 5 percent or 10 percent on your money over 30 years, is the difference between it growing to $432,194 or $1,744,940, an increase of over $1.3 million dollars. Your compounding rate, and how well you invest, matters! INVESTING IS WHAT THE BE WEALTHY & SMART VIP EXPERIENCE IS ALL ABOUT - Invest in digital assets and stock ETFs for potential high compounding rates - Receive an Asset Allocation model with ticker symbols and what % to invest -Monthly LIVE investment webinars with Linda 10 months per year, with Q & A -Private VIP Facebook group with daily community interaction -Weekly investment commentary -Extra educational wealth classes available -Pay once, have lifetime access! NO recurring membership fees. -US and foreign investors are welcome -No minimum $ amount to invest -Tech Team available for digital assets (for hire per hour) For a limited time, enjoy a 50% savings on my private investing group, the Be Wealthy & Smart VIP Experience. Pay once and enjoy lifetime access without any recurring fees. Enter "SAVE50" to save 50%here: http://tinyurl.com/InvestingVIP Or set up a complimentary conversation to answer your questions about the Be Wealthy & Smart VIP Experience. Request an appointment to talk with Linda here: https://tinyurl.com/TalkWithLinda (yes, you talk to Linda!). SUBSCRIBE TO BE WEALTHY & SMART Click Here to Subscribe Via iTunes Click Here to Subscribe Via Stitcher on an Android Device Click Here to Subscribe Via RSS Feed LINDA'S WEALTH BOOKS 1. Get my book, "3 Steps to Quantum Wealth: The Wealth Heiress' Guide to Financial Freedom by Investing in Cryptocurrencies". 2. Get my book, "You're Already a Wealth Heiress, Now Think and Act Like One: 6 Practical Steps to Make It a Reality Now!" Men love it too! After all, you are Wealth Heirs. :) International buyers (if you live outside of the US) get my book here. WANT MORE FROM LINDA? Check out her programs. Join her on Instagram. WEALTH LIBRARY OF PODCASTS Listen to the full wealth library of podcasts from the beginning. SPECIAL DEALS #Ad Apply for a Gemini credit card and get FREE XRP back (or any crypto you choose) when you use the card. Charge $3000 in first 90 days and earn $200 in crypto rewards when you use this link to apply and are approved: https://tinyurl.com/geminixrp This is a credit card, NOT a debit card. There are great rewards. Set your choice to EARN FREE XRP! #Ad Protect yourself online with a Virtual Private Network (VPN). Get 3 MONTHS FREE when you sign up for a NORD VPN plan here. #Ad To safely and securely store crypto, I recommend using a Tangem wallet. Get a 10% discount when you purchase here. #Ad If you are looking to simplify your crypto tax reporting, use Koinly. It is highly recommended and so easy for tax reporting. You can save $20, click here. Be Wealthy & Smart,™ is a personal finance show with self-made millionaire Linda P. Jones, America's Wealth Mentor.™ Learn simple steps that make a big difference to your financial freedom. (This post contains affiliate links. If you click on a link and make a purchase, I may receive a commission. There is no additional cost to you.)
Guy Adami interviews Michael Kao (@UrbanKaoboy), discussing the historic moves in gold and silver, the debate over fiat debasement versus speculative positioning, and why charts showing central bank gold eclipsing Treasury holdings can be misleading because much of the change is price appreciation rather than new buying. Kao argues true de-dollarization is unlikely due to the lack of a rival fiat ecosystem with comparable liquidity and deep bond markets, and says a shift from Treasuries to gold as a reserve anchor would imply economic austerity and slower global GDP growth. They explore how geopolitics (including post-Ukraine reserve seizure fears) and Trump-related tariff and deficit narratives have fueled gold, while Kao outlines a contrarian view that Trump 2.0 policies plus AI could be deflationary and potentially restore productivity-driven disinflationary growth similar to the late 1990s; he also critiques CBO debt projections for assuming low productivity growth. The conversation covers AI's disruptive impact on industry moats and equity multiple compression versus immediate default risk, touches briefly on Japan's bond market and the yen carry trade, and examines the “sanctity” of large AI CapEx plans and whether AI expands total addressable markets or mainly drives cost cutting. Kao highlights his thesis from his piece on AI electrification: U.S. electricity demand may accelerate sharply after decades of flat growth, creating an energy bottleneck that increases reliance on natural gas (given limits to coal and nuclear), amplified by data center buildouts and LNG exports. He explains his preference for natural gas mineral strategies that distribute cash flow over trading commodities or owning E&P equities due to capital allocation risks, and notes recent oil spikes have often faded since 2022. Show Notes AI, Electrification, and the Hidden Energy Bottleneck | Michael Kao The Fourth Turning by Strauss & Howe —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
Today's Post - https://bahnsen.co/4tNvJGE David Bahnsen opens Dividend Cafe after a volatile week marked by a weaker-than-expected GDP report and a Supreme Court ruling striking down President Trump's tariff rationale under the Economic Emergency Act (with a deeper tariff discussion coming Monday). His core thesis: disinflation is likely in 2026—and it may not feel positive. He clarifies the difference between inflation (rising prices), disinflation (slower price increases), and deflation (falling prices). Bond markets are signaling softer expectations, with the 10-year Treasury near 4.07% and five-year inflation breakevens around 2.4%, suggesting modest real growth ahead. Recent GDP registered about 1.4% annualized, distorted in part by a government shutdown, while core PCE inflation is roughly 3% year-over-year versus 2.9% a year ago. Bahnsen expects services-driven disinflation, particularly as rent measures catch up to real-time data. However, that may not improve affordability given tight housing inventory and a frozen resale market. He also warns that business investment is overly concentrated in AI and data centers—echoing the fracking-era CapEx surge—while broader investment remains subdued. Risks to growth include a weak labor market with low hiring, a personal saving rate near 3.4% (raising the chance tax refunds rebuild savings instead of fuel spending), and muted bank lending despite lower rates. 00:00 A wild news week 01:48 Cutting through economic spin 03:23 Why 2026 disinflation may disappoint 04:36 Bond market signals 07:16 GDP and data distortions 10:49 Services-led disinflation 14:05 Concentrated CapEx risk 16:38 Labor, savings, and lending 20:09 Tariffs and demand drag 22:24 What to watch next Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
The Supreme Court just ruled that the cornerstone of the president's tariff policy is illegal. It says Donald Trump can't impose tariffs under the International Emergency Economic Powers Act. U.S. consumers and businesses have been shouldering nearly 90% of the cost of all import taxes, and some businesses are vowing to go to court to get a refund. Also on the show: weaker-than-expected GDP growth, DEI's rebrand, and potential federal regulation for driverless cars.
Live Feb 20, 2026 | Yaron Brook ShowSCOTUS Rules on Tariffs; Board of Peace; Trump; GDP; Hegseth; Gaza; Tucker | Yaron Brook ShowThe Yaron Brook Show is Sponsored by:-- The Ayn Rand Institute (https://www.aynrand.org/starthere)-- Energy Talking Points, featuring AlexAI, by Alex Epstein (https://alexepstein.substack.com/)-- Express VPN (https://www.expressvpn.com/yaron)-- Hendershott Wealth Management (https://www.youtube.com/watch?v=X4lfC...) https://hendershottwealth.com/ybs/-- Michael Williams & The Defenders of Capitalism Project (https://www.DefendersOfCapitalism.com)Join this channel to get access to perks: / @yaronbrook Like what you hear? Like, share, and subscribe to stay updated on new videos and help promote the Yaron Brook Show: https://bit.ly/3ztPxTxSupport the Show and become a sponsor: / yaronbrookshow or https://yaronbrookshow.com/ or / yaronbrookshow Or make a one-time donation: https://bit.ly/2RZOyJJContinue the discussion by following Yaron on Twitter (https://bit.ly/3iMGl6z) and Facebook (https://bit.ly/3vvWDDC )Want to learn more about Ayn Rand and Objectivism? Visit the Ayn Rand Institute: https://bit.ly/35qoEC3#IranProtests #RussiaUkraineWar #Tariffs #Individualism #Capitalism #Geopolitics #China #WesternCivilization #objectivismBecome a supporter of this podcast: https://www.spreaker.com/podcast/yaron-brook-show--3276901/support.
Carl Quintanilla, Jim Cramer and David Faber reacted to a raft of economic data: Core PCE — the Fed's preferred inflation gauge — rose in December, while GDP showed much slower than expected economic growth in Q4. Private credit fears also in the spotlight: Blue Owl Co-President and Head of Credit Craig Packer joined the anchors at Post 9 for a wide-ranging and exclusive interview. Also in focus: CNBC has confirmed Nvidia is in talks to invest up to $30 billion in OpenAI as part of a funding round for the startup, Oil prices hit fresh six-month highs on U.S.-Iran tensions, bright spots Cramer sees in this market, Warner Bros. Discovery update, why one particular stock plummeted — down more than 48%. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Former chairman of the Council of Economic Advisers, Jared Bernstein, and housing maven, Jim Parrott, join Mark and Cris to drink from today's fire hose of events, including the SCOTUS decision striking down President Trump's reciprocal tariffs to the 4th quarter GDP numbers. The conversation turns to how well the economy is performing through the prism of AI, housing, and jobs. It's a veritable econ nerdfest. Guest: Jared Bernstein, Former Chair of the Council of Economic Advisers For more from Jared Bernstein, click here: https://econjared.substack.com/ Guest: Jim Parrott, Nonresident Fellow at the Urban Institute For more from Jim Parrott, click here: https://www.urban.org/author/jim-parrott Hosts: Mark Zandi – Chief Economist, Moody's Analytics, Cris deRitis – Deputy Chief Economist, Moody's Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody's Analytics Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@moodys.com. We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
REGISTER FOR THOUGHTFUL MONEY'S SPRING ONLINE CONFERENCE AT THE EARLY BIRD DISCOUNT PRICE at https://www.thoughtfulmoney.com/conferenceMacro analyst Stephanie Pomboy shares the top insights fresh on her mind as her Super Terrific Happy Day conference concludes.One of her top expectations for 2026 is the the Administration will do "whatever it takes" to run the economy hot into the midterms.That risks a surge in inflation, though, which could anger voters.A hot economy also doesn't mean the markets will perform similarly. And if they correct materially enough, that will put the brakes on GDP growth.For her top takeaways from the experts who spoke at her conference, watch this video.#gdp #inflation #marketcorrection _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.
Andrew, Ben, and Tom discuss this morning's GDP data and issues surrounding private credit. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure
What's the state of the economy now? How much of the latest GDP growth is driven by capex? In this episode, Liz Ann Sonders and Kathy Jones discuss the release of the latest Fed minutes, mixed signals on inflation and unemployment, and weakness in the survey data itself. Then, Liz Ann and Kathy are joined by Kevin Gordon, Schwab's head of macro research and strategy. Kevin shares his perspective on the overall backdrop in the context of the latest GDP report from the fourth quarter and the impact of tariffs. He and Liz Ann also discuss the various phases of the AI rollout. Additionally, they consider how slowing immigration and labor force growth could become structural constraints on long‑term GDP expansion. You can read the article that Liz Ann and Kevin wrote titled “Cascade: AI's Latest Phase” on Schwab.com. On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts. Important Disclosures This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions. All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. Past performance is no guarantee of future results. Investing involves risk, including loss of principal. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy. All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data. Diversification strategies do not ensure a profit and do not protect against losses in declining markets. The policy analysis provided by Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party. Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions (0226-EEP7) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins John Williams to talk about the mixed reaction from the markets after news on inflation, GDP, and the SCOTUS ruling on tariffs, what all the data means for Fed policy moving forward, why he expects a volatile year in the markets, the existential retirement crisis in […]
Connell McShane, anchor of ‘NewsNation Live with Connell McShane,’ joins John Williams to talk about SCOTUS striking down President Trump’s tariffs, the uncertainty of what the ruling will mean for the economy, the latest on the Epstein files, the likelihood the US may start a war with Iran, and the disappointing GDP number released today.
RenMac breaks down a market that's still trending higher but losing momentum, as 2-year yields flirt with cycle lows and leadership rotates between cyclicals and defensives. The team discusses why GDP and inflation prints are being distorted by the shutdown, why slowing wage growth could become the real 2026 risk, and what Trump's State of the Union, tariffs, and Iran could mean for energy markets. They also tackle whether high yield credit is the canary in the coal mine—and why private equity and private credit may be the bigger vulnerability.
Kevin Duffy of Bearing Asset Management joins me to discuss the true state of the economy, what GDP conceals, the challenges AI companies are facing, the strength of Chinese competition, and plenty more. Sponsors: Monetary Metals Persist SEO CrowdHealth: Code: WOODS for $99 per month for the first 3 months. Guest's Website: The Coffee Can Portfolio Show notes for Ep. 2736 The Tom Woods Show is produced by Podsworth Media. Check out the Podsworth App: Use code WOODS50 for 50% off your first order at Podsworth.com to clean up your voice recordings, sound like a pro, and also support the Tom Woods Show! My full Podsworth ad read BEFORE & AFTER processing: https://youtu.be/tIlZWkm8Syk