Podcasts about global markets

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Latest podcast episodes about global markets

The Tara Show
H3: Trump, NATO & Hormuz: Securing Oil, Exposing Allies

The Tara Show

Play Episode Listen Later Mar 16, 2026 23:58


Tara breaks down Trump's warning to NATO over Iran, the strategic importance of the Strait of Hormuz, and how U.S. energy independence is taking shape with new refineries. From international oil deals to Democrats' alignment with Iran and media misinformation, this episode exposes the stakes for America, allies, and global markets. SUMMARY In this episode, Tara unpacks Trump's message to NATO allies: help escort tankers through the Strait of Hormuz—or face consequences. She explains why the U.S. no longer depends heavily on Middle Eastern oil, how new domestic refineries will make energy cheaper, and why most “dumb” policy decisions strangely benefit China. Tara highlights the geopolitical calculus: Trump is calling out specific allies like China, France, Japan, South Korea, and the UK, while leaving oil-dependent Asian countries out to facilitate energy deals. She explains how controlling Hormuz allows the U.S. to secure dollar-based oil pricing and prevent China's shadow fleet from dominating trade. The podcast also debunks media narratives that Trump had no plan for Hormuz, showing his decades-long strategy and pre-existing military preparations, including missile strikes on Carg Island. Tara emphasizes the risks for U.S. Marines tasked with securing the island, noting how Democrats and media might exploit casualties to weaken the U.S. position. Finally, she explores the energy and economic impacts, comparing current gas prices with Biden-era highs, and highlights how Democrats' political strategy aligns with Iran's interests, while Trump strengthens America's energy independence and geopolitical leverage. KEY TALKING POINTS Trump warns NATO: show up for Hormuz or face consequences U.S. already militarily and economically decimated Iran New Texas refinery to refine light sweet crude, cutting dependence on foreign oil Allies' inaction exposes weakness of NATO and UN commitments Strategic oil deals with India, Thailand, Vietnam, Philippines Importance of controlling the Strait of Hormuz for dollar-denominated oil trade Operation Epic Fury: Carg Island strikes, securing military and oil infrastructure Democrats' messaging aligns with Iran's interests; media spreads misinformation Gas prices and energy independence explained SOCIAL MEDIA BLURB Trump calls out NATO & Iran allies over Hormuz!

The Retirement Wisdom Podcast
Mattering…in Retirement – Jennifer Breheny Wallace

The Retirement Wisdom Podcast

Play Episode Listen Later Mar 16, 2026 26:14


________________________ Get started in April on your most important project. Learn more here _________________________ Retirement planning focuses heavily on finances — investments, Social Security, and risks. But there's another question that often sneaks up on people once the career chapter closes: Do I still matter? Our guest today has spent years researching one of the most powerful psychological needs we have as human beings — the need to feel valued and to add value. Jennifer Breheny Wallace is an award-winning journalist and author of the new book Mattering: The Secret to a Life of Deep Connection and Purpose. Her work explores how feeling significant, appreciated, invested in, and depended on shapes our well-being throughout life. And her insights have important implications for retirement. Because when work ends, many people lose one of the primary places where they knew they mattered — where their contributions were visible, valued, and relied upon. In this conversation, we explore:        • Why the need to matter doesn't diminish with age       • How retirees can build what Jennifer calls a “mattering portfolio”       • The surprising research on relationships and resilience       • Practical daily actions that restore a sense of meaning and contribution If you're thinking about retirement — or already there — this conversation may change how you think about purpose, connection, and belonging in the next chapter. _________________________ Bio Jennifer Breheny Wallace is the author of Mattering: The Secret to a Life of Deep Connection and Purpose.  She is an award-winning journalist and bestselling author whose work explores the power of mattering in our everyday lives. Through research and storytelling, Wallace examines the hidden forces shaping modern life, from the crisis of meaning in achievement culture to the essential role of mattering in personal, workplace, and societal health.  Her first book, Never Enough: When Achievement Culture Becomes Toxic — And What We Can Do About It, was a New York Times Bestseller, an Amazon Best Book of the Year, and a Next Big Idea selection. Wallace is the founder of The Mattering Institute, whose mission is to create cultures of mattering in workplaces and communities, and co-founder of The Mattering Movement, a nonprofit whose mission is to create cultures of mattering in K-12 schools. Wallace has partnered with The LEGO Group on its global Play Unstoppable campaign to address perfectionism and grow confidence through play. She has also consulted with Calm wellness app, Netflix, and is a BCG  BrightHouse Luminary. She serves on the University of Michigan’s Well-being Collective Advisory Council, and the Advisory Board for Making Caring Common, a project of the Harvard Graduate School of Education. Wallace is a Journalism Fellow at The Center for Parent and Teen Communication at the Children's Hospital of Philadelphia. After graduating from Harvard College, Wallace was a journalist for CBS “60 Minutes” and was part of the team that won The Robert F. Kennedy Awards for Excellence in Journalism. She is a contributor to The Wall Street Journal and The Washington Post and frequently appears on national television programs to discuss her work. Wallace serves on the board of the Coalition for the Homeless in New York City, where she lives with her husband and their three children. ___________________________ For More on Jennifer Breheny Wallace Mattering: The Secret to a Life of Deep Connection and Purpose by Jennifer Breheny Wallace Website ___________________________ Mentioned in This Retirement Podcast  The Retirement Crisis No One Warns You About: Mattering – The Wall Street Journal Video: Taylor Mali (What Do You Make?) ____________________________ Your choices shaped your career. But when retirement approaches, a new design challenge appears. Not a financial one. A life design challenge. What will your days look like? What will energize you?  What might the next five years become? In the Designing Your New Life in Retirement program, you’ll step back from the fray and apply design thinking to those questions, with a bias for action. Learn more here. Our next two groups begin in April. Join us and get started on your most important project. _____________________________ Podcast Conversations You May Like What Matters Most – Diane Button How to Live a Meaningful Life – Dave Evans Retiring: Creating a Life That Works for You – Teresa Amabile ____________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master's degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. ______________________________ Wise Quotes On Adding Value “I found this very common thread among the hundreds of people that I interviewed who, when they were going through a life transition—if it was retirement or grief, getting divorced, all these things—what they did over and over again was that they found new ways to add value. And so they would look for what I call in the book a genuine need in the world. And then they would use either their time or their talents or their treasure to meet those needs. It's kind of a handy formula for finding purpose.” On Your Mattering Portfolio “Plan your retirement social portfolio—your mattering portfolio—as carefully as you plan your financial portfolio…You are only one decision, one action away from getting back on that path to mattering.”  

Astra Report | WNTN 1550 AM | Grecian Echoes
Daily Global News - FRI MAR 13th - Global Markets Disrupted

Astra Report | WNTN 1550 AM | Grecian Echoes

Play Episode Listen Later Mar 13, 2026 10:58


Listen to Daily Global #News from Grecian Echoes WNTN 1550 AM - Four crew members killed after U.S. refueling plane crash in Iraq-Twin Terror Attacks Hit U.S. Homeland-Mojtaba Khamenei's First "Address": No Video, No Audio—Just a Still Photo and a Voice

DisrupTV
AI, Global Markets, and the Winner-Take-Most Economy | DisrupTV Episode 431

DisrupTV

Play Episode Listen Later Mar 13, 2026 60:56


In DisrupTV Episode 431, hosts Vala Afshar and R “Ray” Wang explore how globalization, social status, and AI agents are reshaping business strategy. Russell Haworth, CEO of Acclaro, explains why localization is no longer just translation—it's a core market access strategy. Companies that want to scale globally must design for international audiences from day one, combining AI-powered localization with human cultural expertise. Later, Toby Stuart, author of Anointed: The Extraordinary Effects of Social Status in a Winner-Take-Most World and professor at UC Berkeley Haas School of Business, breaks down how social status shapes opportunity, influence, and decision-making in a winner-take-most economy. From hyper-localization and global product design to the rise of AI agents and digital trust, this episode examines how companies can scale internationally while navigating the evolving dynamics of reputation, influence, and technology.

Making Sense
Something Just Broke in the Global Markets

Making Sense

Play Episode Listen Later Mar 10, 2026 19:31


Chaos at the Asian open last night with uncontrolled panic buying sending oil prices up to as high as $120 per barrel. Thankfully, they backed down and actually ended the day down by 8%. Still, that wild ride isn't good, indicating the world is really struggling with the oil challenge. We're already seeing significant fallout across the world, from dollars to stocks. Eurodollar University's Money & Macro Analysis-------------------------------------Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. Sign up below:https://eurodollar-university.com/home-page-web-------------------------------------Oil Near $120 Sparks ‘Stampede to Sell' in Stocks and Bondshttps://www.bloomberg.com/news/newsletters/2026-03-09/oil-near-120-sparks-stampede-to-sell-in-stocks-and-bondsBroad agreement in G7 not to release oil reserves just yet, says G7 officialhttps://www.reuters.com/business/energy/broad-agreement-g7-not-release-oil-reserves-just-yet-says-g7-official-2026-03-09/Oil Market Chaos to Deepen as More Gulf Giants Cut Outputhttps://www.bloomberg.com/news/articles/2026-03-08/oil-market-chaos-set-to-deepen-as-more-gulf-giants-cut-output$100 Oil Shock Set to Strain Asia's Cash-Strapped Governmentshttps://www.bloomberg.com/news/articles/2026-03-09/-100-oil-shock-set-to-strain-asia-s-cash-strapped-governmentsJapan's Nikkei Enters Correction as Oil Spikes, Iran Fears Weighhttps://www.bloomberg.com/news/articles/2026-03-08/japan-equities-set-to-resume-fall-on-escalating-middle-east-woesPrice Caps, Rationing and Stockpiling: Alarm Swells Over Oil Disruptionshttps://www.nytimes.com/2026/03/09/business/iran-oil-gas-asia.htmlYardeni Raises Odds of US Market Meltdown to 35% on Iran Warhttps://www.bloomberg.com/news/articles/2026-03-09/yardeni-raises-odds-of-markets-meltdown-to-35-on-iran-war-riskshttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Squawk Box Europe Express
Trump hints at oil sanctions relief to aid global markets

Squawk Box Europe Express

Play Episode Listen Later Mar 10, 2026 25:23


U.S. President Donald Trump hails the war effort in Iran as ‘very complete' and has suggested some oil sanctions could be eased to shore up confidence in the market. However, Trump warned Iran could be struck even harder should it attempt to further disrupt supply. G7 energy ministers are set to discuss a potential release of strategic oil reserves. The U.S. is reportedly planning for up to 3-4 million barrels to be made jointly available. Aramco CEO Amin Nasser has warned of ‘catastrophic consequences' should the conflict continue to disrupt supply. And in autos news, Volkswagen falls short of FY sales expectations but predicts margin improvements in 2026.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The John Batchelor Show
S8 Ep558: 1. Guests: Bill Roggio and Ambassador Husain Haqqani Headline: Global Markets Shudder as Oil Surges Past $100 Summary: War in the Middle East has triggered a damaging global economic surge, with oil exceeding $100 per barrel. Panelists discuss I

The John Batchelor Show

Play Episode Listen Later Mar 9, 2026 11:46


1. Guests: Bill Roggio and Ambassador Husain Haqqani Headline: Global Markets Shudder as Oil Surges Past $100 Summary:War in the Middle East has triggered a damaging global economic surge, with oil exceeding $100 per barrel. Panelists discuss Iran's resilient regime and the appointment of late leader's son, Mojtaba Khamenei. (2)1907 TEHRAN

Saxo Market Call
Global markets are still only pricing for modest disruptions from Iran war.

Saxo Market Call

Play Episode Listen Later Mar 9, 2026 29:22


Global markets are rightly on edge about the situation in Iran and the disruption of the lifeline of crude oil, LNG and other supplies through the Strait of Hormuz, but the damage to confidence looks restrained relative to what awaits if the oil and gas don't begin to flow this week. This and much more on today's pod, which features Saxo Head of Commodity Strategy Ole Hansen and is hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links discussed on today's podcast and our Chart of the Day can be found on the John J. Hardy substack (within two to four hours from the time of the podcast release). 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. Intro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.

The Wolf Of All Streets
Bitcoin Rises While Global Markets Dump #CryptoTownHall

The Wolf Of All Streets

Play Episode Listen Later Mar 9, 2026 72:17


In this Crypto Town Hall episode, the panel discusses Bitcoin's resilience near $69K amid global market turmoil from Middle East conflict, oil spiking above $100/barrel, and sharp declines in Asian equities. MicroStrategy buys $1.28B more Bitcoin during extreme fear, Bitmain adds over $100M Ethereum, and speakers highlight maturing DeFi yields, Kraken's Fed master account milestone, tokenized assets growth, and why regulatory clarity is essential for mainstream adoption.

The Retirement Wisdom Podcast
Love & Happiness…in Retirement – Sonja Lyubomirsky

The Retirement Wisdom Podcast

Play Episode Listen Later Mar 9, 2026 33:37


Discern what you’ll retire to. Join our group program starting in April. Learn more here _________________________ What if the secret to happiness isn't success or achievement — but simply feeling loved? In this episode, one of the world’s top researchers on happiness and well-being Sonja Lyubomirsky explains why connection, curiosity, and listening may be the most powerful ingredients for a fulfilling life — and a meaningful retirement. Her new book, co-authored with relationship scientist Dr. Harry Reis, is How to Feel Loved: The Five Mindsets That Get You More of What Matters Most —and it offers a surprising and practical roadmap for getting there. Key insights? When you want to feel more loved, don’t try to make yourself more lovable. Don’t try to change the other person. Instead, change the conversation. Go first. Make them feel loved—and watch what happens next. This conversation is full of wisdom for anyone planning for or navigating retirement—a life stage where relationships become the center of your world. Dr. Lyubomirsky talks about the vulnerability paradox, the three magic words everyone wants to hear, why older people are actually happier than younger ones, and what really matters when you’re designing a life worth living. Sonja Lyubomirsky joins us from Santa Monica, California. ___________________________ Bio Sonja Lyubomirsky (AB Harvard, summa cum laude; PhD Stanford) is Distinguished Professor of Psychology at the University of California, Riverside and author of the best-selling The How of Happiness and The Myths of Happiness (published in 39 countries). Lyubomirsky's research—on the possibility of lastingly increasing happiness via gratitude, kindness, and connection interventions—have been the recipients of many grants and honors, including Fellow of the American Association for the Advancement of Science (AAAS), an Honorary Doctorate from the University of Basel, the Diener Award for Outstanding Midcareer Contributions in Personality Psychology, the Christopher Peterson Gold Medal, a Positive Psychology Prize, and the Faculty of the Year Award (twice). She has four kids, ages 12 to 26, and lives in Santa Monica, California. ___________________________ For More on Sonja Lyubomirsky How to Feel Loved: The Five Mindsets That Get You More of What Matters Most Website  __________________________ Retirement Podcast Conversations You May Like How to Live a Meaningful Life – Dave Evans Retire Happy – Dr. Catherine Sanderson The Good Life – Marc Schulz, PhD ___________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master's degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. ______________________________ Wise Quotes On Love & Happiness “The key to happiness is feeling connected and loved. The secret to feeling loved is really feeling known.” On Going First “When we want to feel more loved, we often try to make ourselves more lovable. But the research suggests something different — we need to start by making the other person feel loved. A relationship is really a series of conversations. Changing the conversation can change the relationship. When you think about a relationship is a series of conversations. And so during your next conversation, the first step is actually to try to make the other person feel more loved. And so we talk about, you know, showing curiosity in the other person and really listening to them and helping them open up, you know, because the secret to feeling loved is really feeling known. You know, you can’t really feel loved by someone else if they don’t know you, right?  If you don’t really know me, I can’t feel loved by you because I’ll always wonder would he still love me if he knew me? If you could see what was sort of behind those walls. It’s a little bit counterintuitive, right? If you want to feel more loved, you want to go first and make the other person feel more loved.” On Vulnerability “I’m not going to feel loved by you just if you’re admiring me. And so that’s where sort of we go wrong where like, it turns out that actually being a little vulnerable and showing more of our kind of real selves, not really real selves, it’s all real, you know, but you know, kind of showing more of our full selves, what’s beneath those walls. That’s actually what forges a connection. So that kind of, in fact, I think it’s called the vulnerability paradox. Like we think people won’t like us if we show a little bit vulnerability or weakness even, but actually people will like us more. Now, if it has to be done at the right pace and at the right time for the right person, right, you have to really read the room so you don’t just like dump your traumas or your weaknesses right away on another person. That’s not, that’s not going to work either.”

Top of Mind with Consilio Wealth
Episode 82 | AI Reshaping Jobs, Apple's Gemini Partnership, and Global Market Tensions

Top of Mind with Consilio Wealth

Play Episode Listen Later Mar 9, 2026 33:53


Welcome to Top of Mind with Consilio Wealth! Chris Kaminski and Hao Dang discuss the latest market developments, from AI-driven layoffs and tech partnerships to geopolitical tensions and their impact on the economy. They break down Block's major job cuts and whether AI is truly driving workforce changes, explore Apple's partnership with Google's Gemini model to power new AI features, and examine rising oil prices as conflict in Iran rattles global markets.We discuss:➡️ Block layoffs and the debate around AI replacing jobs➡️ Apple partnering with Google's Gemini for AI-powered Siri➡️ Mixed signals from recent U.S. jobs data➡️ Rising oil prices and market reactions to the Iran conflict➡️ The growing role of prediction markets in global eventsTo learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to team@consiliowealth.comwww.consiliowealth.com/disclosures 

The Smart 7
Mojtaba Khamenei named as supreme leader in Iran as Oil Prices soar and global markets plummet and Chelsea breaks Wrexham hearts

The Smart 7

Play Episode Listen Later Mar 9, 2026 7:28


The Smart 7 is an award winning daily podcast, in association with METRO, that gives you everything you need to know in 7 minutes, at 7am, 7 days a week…With over 20 million downloads and consistently charting, including as No. 1 News Podcast on Spotify, we're a trusted source for people every day and we've won Gold at the Signal International Podcast awards.If you're enjoying it, please follow, share, or even post a review, it all helps... Today's episode includes the following:https://x.com/i/status/2030589619947889114 https://x.com/i/status/2030609626060738860 https://x.com/i/status/2030657741728137530 https://x.com/i/status/2030598146309439749 https://x.com/i/status/2030581108446732315 https://x.com/i/status/2030342333779329506 https://x.com/i/status/2030550325849923883 https://youtu.be/4Das7Xc-daI https://youtu.be/XNQbH1SDPRk Contact us over @TheSmart7pod or visit www.thesmart7.com or find out more at www.metro.co.uk Voiced by Jamie East, using AI, written by Liam Thompson, researched by Lucie Lewis and produced by Daft Doris. Hosted on Acast. See acast.com/privacy for more information.

The Mike Hosking Breakfast
Mark Lister: Craigs Investment Partners on NZX and global markets taking a dive due to the conflict in the Middle East

The Mike Hosking Breakfast

Play Episode Listen Later Mar 9, 2026 3:31 Transcription Available


Some positive signs from international markets overnight. American and European markets tumbled on Friday due to ongoing concerns about the Middle East conflict. Asia-Pacific markets followed suit yesterday, with the NZX 50 dropping 3.1%. Craigs Investment Partners Investment Director Mark Lister told Mike Hosking trading overnight has been more subdued. He says oil prices got up to about $120 a barrel and are now back in the 90s, and the US, UK, and Europe markets are down again, but only slightly. LISTEN ABOVE See omnystudio.com/listener for privacy information.

The Business Times Podcasts
S2E182: Iran Names Khamenei Successor as Oil Spike Jolts Global Markets

The Business Times Podcasts

Play Episode Listen Later Mar 9, 2026 4:04


Headline news for March 9, 2026: Iran names Mojtaba Khamenei supreme leader as the US–Israel conflict drives oil above $100, rattling Asian markets, prompting diplomatic evacuations and heightening fears of wider economic and geopolitical disruption. Synopsis: A round up of global headlines to start your day by The Business Times. Written by: Claressa Monteiro (claremb@sph.com.sg) Produced and edited by: Claressa Monteiro or Howie Lim Produced by: BT Podcasts, The Business Times, SPH Media Produced with AI text-to-speech capabilities --- Follow Lens On Daily and rate us on: Channel: bt.sg/btlenson Amazon: bt.sg/lensam Apple Podcasts: bt.sg/lensap Spotify: bt.sg/lenssp YouTube Music: bt.sg/lensyt Website: bt.sg/lenson Feedback to: btpodcasts@sph.com.sg Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice. Discover more BT podcast series: BT Mark To Market at: bt.sg/btmark2mkt WealthBT at: bt.sg/btpropertybt PropertyBT at: bt.sg/btmktfocus BT Money Hacks at: bt.sg/btmoneyhacks BT Market Focus at: bt.sg/btmktfocus BT Podcasts at: bt.sg/podcasts BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.

Kinesis Money
Silver Strain Rocks Global Markets Ft. Bill Holter - LFTV Ep 262

Kinesis Money

Play Episode Listen Later Mar 6, 2026 39:33


In this week's Live from the Vault, Andrew Maguire and Bill Holter explain why silver has become the critical pressure point in the global derivatives system, as surging physical delivery demands collide with rapidly tightening exchange inventories.With futures contracts representing far more silver than exchanges can deliver and physical markets in Asia trading at persistent premiums, the experts highlight how mounting stress in Western futures markets could spark a historic breakdown.Check out Bill's links below:https://billholter.com/Send your questions to Andy here: https://www.speakpipe.com/LFTVTimestamps: 00:00 Start00:54 Silver as the trigger for financial collapse05:00 Comex mechanics and delivery changes09:31 Physical vs paper markets and ETFs16:25 Self-sufficiency and Western market vulnerabilities20:03 Shanghai Futures, China enforcement, and BRICS strategy27:11 System reset, fiat collapse, and preparing for chaos34:43 Practical guidance and resourcesSign up for Kinesis on desktop:https://kinesis.money/kinesis-precious-metals/?utm_source=youtube&utm_medium=video&utm_campaign=lftv_262Download the Kinesis Mobile app - available App Store and Google Play:Apple: https://kms.kinesis.money/signupGoogle: https://play.google.com/store/apps/details?id=com.kinesis.kinesisappAlso, don't forget to check out our social channels where you can stay up to date with all the latest news and developments from the team.X: https://twitter.com/KinesisMonetaryFacebook: https://www.facebook.com/kinesismoney/Instagram: https://www.instagram.com/kinesismoney/Telegram: https://t.me/kinesismoneyTikTok: https://www.tiktok.com/@kinesismoneyThe opinions expressed in this video by Andrew Maguire and any guest are solely their own and do not reflect the official policy, position, or views of Kinesis. The information provided is for general informational purposes only and does not constitute investment advice, financial advice, or any other type of professional advice.Viewers are encouraged to seek independent financial advice tailored to their individual circumstances before making any decisions related to the gold market or other investments. Kinesis does not accept any responsibility or liability for actions taken based on the content of this video.

Irish Farmers Journal Weekly Podcast
Farm Tech Talk – Iran war effect on global markets, fertiliser prices and Bord Bia

Irish Farmers Journal Weekly Podcast

Play Episode Listen Later Mar 6, 2026 57:17


This week, Stephen chats to Adam on Bord Bia and fertiliser prices, Darren on TAMS plus the sheep trade, Aidan talks about the dairy market, and Siobhan on the Iran war effect on global grain. Also, Aidan talks to MJ Doran from Alltech about the Focus for 100 Roadshow. https://go.alltech.com/focus-for-100 Join the Farm Tech Talk communityWe welcome any feedback and questions you have for the Farm Tech Talk team. Please email farmtechtalk@farmersjournal.ie or send a text or voice note to our WhatsApp number 086 836 6465Click here if you would like a weekly email notification when Farm Talk is released https://share-eu1.hsforms.com/1LkIraRklQcK5mClBGXTpFgets9e Hosted on Acast. See acast.com/privacy for more information.

Between the Bells
Week 4: Geopolitical conflicts, plus a reporting season wrap with Bell Financial Group's CIO Will Riggall

Between the Bells

Play Episode Listen Later Mar 6, 2026 8:37


The conflict in the Middle East intensified this week, resulting in broad-based market instability and a drop in global equities. This week, Sophia Mavridis sits down with Bell Financial Group's CIO Will Riggall, to unpack how markets historically respond to geopolitical shocks, and how investors can position themselves to navigate this challenging period. In this week's video, Will and Sophia cover:a final look back on reporting season – the key takeawaysthe surge in oil and gas prices and its broader economic impactwhich sectors provide opportunities for investorsBell Potter's strategy for managing volatility and minimising risk.

The Retirement Wisdom Podcast
What Can Make or Break Your Retirement – Rod Yancy

The Retirement Wisdom Podcast

Play Episode Listen Later Mar 5, 2026 23:05


What’s next? Don’t drift. Design. Our next small group coaching program starts in April. Learn more here. ________________________ Most retirement planning conversations start and end with money. Rod Yancy, founder of Oath Planning, challenges that assumption head-on — arguing that mindset, emotional health, and identity matter more than any portfolio balance when it comes to actually thriving in retirement. In this conversation, Rod shares data from Oath’s latest client survey, their Q1 2026 Money and Meaning Institute survey of over 500 retirees and near-retirees, and some the findings may surprise you. For example, the biggest regrets aren’t about money. The financial advisory industry is structurally incentivized to keep money at the center of retirement planning — even when that leaves clients less than fully prepared for what they’ll face in planning for life in retirement. He offers a candid, practitioner-level view of what he actually sees working (and failing) in retirement transitions. Rod Yancy joins us from Tulsa, Oklahoma. _________________________ Bio Rod Yancy is a multifaceted entrepreneur, writer, attorney, and leader. His personal mission to empower others to live their lives to the fullest is woven into both his business ventures and creative projects. After graduating from the University of Oklahoma in 2002 with a double major in philosophy and political science, Rod made adventure his top priority, traveling in search of new experiences, inspiration, and deeper meaning. He began writing about his journeys while immersing himself in diverse fields, from mindfulness to literature to software development. Recognizing the importance of legal expertise for his entrepreneurial goals, Rod pursued a J.D. at the University of Oklahoma College of Law, graduating in 2006. He quickly put his education to use by founding two app-based software companies in fantasy sports and photo sharing, before shifting his focus to creating what became one of his life's major undertakings – Oath. Since its inception in 2010, Oath Law has been guided by Rod's belief that life is short and everyone should embrace their unique journey to achieve their full potential. With this perspective, Rod utilized estate planning as a means to help people recognize life is short and organize their affairs, allowing them to focus on what truly matters: enjoying life. _____________________________ For More on Rod Yancy Oath Planning _____________________________ Retirement Podcast Conversations You May Like Retire with Purpose – Cesar Aguirre Design a Phased Retirement – Anna Rappaport Coming of Age in Retirement – Tom Marks _____________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master's degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. ______________________________ Wise Quotes On Mindfulness  “I remember hearing when I was young, about a farmer whose crops had failed. And when they asked him what he would have done different, he said I would have cared for the soil sooner. And that that really is the thing. Oftentimes, we really don’t care for what matters until after it’s too late to fix it. And I think that when it comes to emotional well being and mindfulness, people sometimes don’t even know what they were missing. But when we sit down with our clients who are retirees, we see clearly that their mindset does shape their experience in retirement even more than money.” On Resilience “Oftentimes, resilience determines whether the change going into retirement feels like freedom, or feels like a loss of identity. And their purpose or what they what they mean to do with their life can make their calendar either feel very empty or open for for better things for them to do.  I don’t know if it’s counterintuitive, but I just keep seeing it time and time again, that people really need to pay attention to who they are before retirement.” On Taking Aim in Retirement “A man without an aim or a woman without an aim…is just that drifting. Taking aim at something is really important even in retirement. I think that is where you find the peace and that’s where you find that purpose.” _____________________________

Talk Money To Me
Iran Conflict & Oil Shock ⚠️: What Middle East Tensions Mean for Global Markets and Investors

Talk Money To Me

Play Episode Listen Later Mar 5, 2026 26:55


In this macro market update, Candice and Felicity unpack the latest developments in the Middle East and what the Iran conflict could mean for global markets, oil prices and investment portfolios.With tensions escalating across the Gulf region and growing disruption risks around the Strait of Hormuz a critical shipping route responsible for roughly 20–25% of global oil supply investors are asking what this means for markets.In this episode we discuss:• Why geopolitical conflicts often have less lasting impact on markets than investors expect • How much of the recent oil price move has already been priced into markets • What history tells us about stocks, gold, bonds and volatility during geopolitical crises • The potential scenarios for the Iran conflict and their market implications • Why US large-cap equities and structural growth sectors may remain resilient • Opportunities emerging across cyclicals, travel stocks and global equities • The role of energy, commodities and safe-haven assets in portfolios • How investors can navigate volatility while staying focused on long-term investment objectivesPeriods of geopolitical tension can create uncertainty in markets, but they can also present opportunities for disciplined investors who stay focused on fundamentals and long-term strategy.⚠️ DisclaimerThis podcast contains general information only and does not take into account your personal objectives, financial situation or needs. It should not be considered personal financial advice. Candice Bourke and Felicity Thomas are Authorised Representatives of Shaw and Partners Limited (ABN 24 003 221 583, AFSL 236048). The information discussed in this podcast is current at the time of recording but may change without notice. Any opinions expressed are those of the hosts and may not necessarily reflect the views of Shaw and Partners Limited. Before making any investment decision, you should consider whether the information is appropriate for you and seek advice from a licensed financial adviser. Past performance is not a reliable indicator of future performance. Investing involves risk and the value of investments can rise or fall. This podcast is produced for informational and educational purposes only. Everything is based on facts known at the time of recording 3rd March 2026. Hosted on Acast. See acast.com/privacy for more information.

TD Ameritrade Network
KOSPI Volatility Tests Global Market Confidence

TD Ameritrade Network

Play Episode Listen Later Mar 4, 2026 6:14


A sharp sell‑off in South Korea is raising caution flags for global markets. Noah Kann explains how volatility in the KOSPI, rising energy prices, and tensions in the Strait of Hormuz are pressuring Asian currencies as the U.S. dollar strengthens. While the KOSPI often acts as an early signal for the S&P 500, Kann warns that the current extremes argue for caution rather than bottom‑fishing.======== 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

The Energy Question
Qatar Halts LNG Production, and LNG Tanker Hit in the Mediterranean

The Energy Question

Play Episode Listen Later Mar 4, 2026 38:45


The Energy News Beat Stand up is on a roll, and we have David Blackmon stop by to cover more of the stories. This podcast is pushed out on both platforms. What a day on the news desk, Qatar shuts down LNG, and it will take a minimum of 4 to 6 weeks to fire back up to volume. The other huge story today is that Ukraine may have been the one to hit a Russian LNG tanker in the Mediterranean. Yes, you read that right - Mediterranean. 1. Cutter's LNG Shutdown and Global Energy Impact The transcript discusses a major disruption in the global LNG market following Cutter's complete shutdown of liquefied natural gas operations after a drone attack on critical infrastructure. This has created significant supply shortages and affected Europe's energy security, with implications for Russia's gas export strategy.2. Middle East Conflict and Energy Infrastructure Attacks There's substantial discussion about escalating tensions in the Middle East, including Iranian missile and drone attacks on Saudi Arabian and Qatari oil refineries and LNG terminals. These attacks have disrupted global energy supplies and raised concerns about the vulnerability of critical energy infrastructure in the region.3. Trump's New Shipping Insurance System The transcript covers President Trump's announcement of a U.S.-backed marine insurance system, which is positioned as a potential challenge to London's traditional dominance in global shipping insurance through Lloyd's of London.4. California Refinery Regulations Chevron's warning to California's Governor Newsom about proposed regulations by the California Air Resources Board is discussed, with concerns that these regulations could effectively shut down the state's remaining refineries.5. Energy Sector Stock Performance and Investment Analysis The transcript includes analysis of various energy-related stocks, including refineries, LNG companies, and oil and gas producers like Valero, Cheniere Energy, Enbridge, and Exxon Mobil, examining their earnings potential and investment timing.1.Qatar Shuts Down LNG: What Does This Mean for Global Markets? What should US Investors look for?2.Gulf Refineries and Terminals Under Fire by Iran: Escalation in the Middle East and Its Ripple Effects on Global Energy Markets3.First LNG Tanker Hit in the Mediterranean: Escalation in Shadow Fleet Warfare4.Chevron Warns of Irreversible Harm to California's Economy and Energy Security in Letter to gov. Newsom5.Nationwide Gas Prices Jump 11 Cents; California Still Leads with the Highest Gas Prices6.California will be a national security risk for the entire country!Shout out to Reese Energy Consulting https://reeseenergyconsulting.com/Check out David's Substack at https://blackmon.substack.com/Get your CEO on the #1 Energy Podcast in the United States: https://sandstoneassetmgmt.com/media/Is oil and gas right for your portfolio? https://energynewsbeat.co/invest/

Energy News Beat Podcast
Qatar Halts LNG Production, and LNG Tanker Hit in the Mediterranean

Energy News Beat Podcast

Play Episode Listen Later Mar 4, 2026 38:45


The Energy News Beat Stand up is on a roll, and we have David Blackmon stop by to cover more of the stories. What a day on the news desk, Qatar shuts down LNG, and it will take a minimum of 4 to 6 weeks to fire back up to volume. The other huge story today is that Ukraine may have been the one to hit a Russian LNG tanker in the Mediterranean. Yes, you read that right - Mediterranean. 1. Cutter's LNG Shutdown and Global Energy Impact The transcript discusses a major disruption in the global LNG market following Cutter's complete shutdown of liquefied natural gas operations after a drone attack on critical infrastructure. This has created significant supply shortages and affected Europe's energy security, with implications for Russia's gas export strategy.2. Middle East Conflict and Energy Infrastructure Attacks There's substantial discussion about escalating tensions in the Middle East, including Iranian missile and drone attacks on Saudi Arabian and Qatari oil refineries and LNG terminals. These attacks have disrupted global energy supplies and raised concerns about the vulnerability of critical energy infrastructure in the region.3. Trump's New Shipping Insurance System The transcript covers President Trump's announcement of a U.S.-backed marine insurance system, which is positioned as a potential challenge to London's traditional dominance in global shipping insurance through Lloyd's of London.4. California Refinery Regulations Chevron's warning to California's Governor Newsom about proposed regulations by the California Air Resources Board is discussed, with concerns that these regulations could effectively shut down the state's remaining refineries.5. Energy Sector Stock Performance and Investment Analysis The transcript includes analysis of various energy-related stocks, including refineries, LNG companies, and oil and gas producers like Valero, Cheniere Energy, Enbridge, and Exxon Mobil, examining their earnings potential and investment timing.1.Qatar Shuts Down LNG: What Does This Mean for Global Markets? What should US Investors look for?2.Gulf Refineries and Terminals Under Fire by Iran: Escalation in the Middle East and Its Ripple Effects on Global Energy Markets3.First LNG Tanker Hit in the Mediterranean: Escalation in Shadow Fleet Warfare4.Chevron Warns of Irreversible Harm to California's Economy and Energy Security in Letter to gov. Newsom5.Nationwide Gas Prices Jump 11 Cents; California Still Leads with the Highest Gas Prices6.California will be a national security risk for the entire country!Shout out to Reese Energy Consulting https://reeseenergyconsulting.com/Check out David's Substack at https://blackmon.substack.com/Get your CEO on the #1 Energy Podcast in the United States: https://sandstoneassetmgmt.com/media/Is oil and gas right for your portfolio? https://energynewsbeat.co/invest/

CNN News Briefing
US Embassies Close, Global Markets Rattle, Secret Ingredients in Your Food and more

CNN News Briefing

Play Episode Listen Later Mar 3, 2026 7:35


President Donald Trump warned more strikes on Iran were imminent, as US embassies across the Middle East shut down. Israel's strikes in Tehran and Beirut are expanding the war into Lebanon. US oil prices are on track for their biggest one-day jump in years – a surge that could push gas prices even higher. Homeland Security Secretary Kristi Noem is testifying before the Senate Judiciary committee. Plus, a environmental health advocacy group has found some alarming substances in the US food supply. Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Energy Question
The Oil and Gas Global Markets Update with David Blackmon and Stu Turley

The Energy Question

Play Episode Listen Later Mar 3, 2026 38:25


This was a wild discussion of the current global oil and gas markets with David Blackmon and Stu Turley. We covered stories from Energy News Beat and David's Substack.If you only have time for one podcast, this may be it, as we cover the markets and critical issues on how long this may last.Oil and natural gas prices:David and I discussed the recent spike in oil and diesel prices, with oil prices increasing by around 14-15% over two days. The hosts analyze the potential reasons and implications of these price increases.Geopolitical tensions in the Middle East:The discussion focuses on the Strait of Hormuz, a critical chokepoint for global oil and LNG trade, and the potential disruptions to shipping in the region due to tensions and conflicts.The transcript covers the involvement of various countries, such as Iran, Iraq, Saudi Arabia, and the UAE, in the regional dynamics and their potential impact on energy markets.Energy security and dependence:We discuss the concept of “energy security starts at home, but energy dominance starts at your exports,” highlighting the energy dependence of the European Union on Russian oil and gas.We also touch on the energy crisis in California and the challenges faced due to the shutdown of refineries and pipelines. And I am interviewing Ronald Stein on Monday to cover the latest crisis in California.U.S. foreign policy and geopolitics:The transcript delves into the Trump administration's foreign policy actions, particularly in relation to Iran and Venezuela, and their potential impact on global energy markets and China's influence.The hosts also discuss the shifting geopolitical alliances and the potential for Russia to improve its relationship with the United States.U.S. domestic politics and energy policy:The discussion touches on the upcoming elections in the U.S., particularly the Republican primary race in Texas, and the potential implications for energy policy and regulation.The hosts also criticize the current Republican leadership in the Senate for not taking decisive action on energy-related legislation.Electricity pricing and grid resilience:The transcript delves into the issues surrounding the pricing of electricity, particularly the need to redefine the levelized cost of electricity for renewable energy sources to include the cost of storage and grid resilience.Starmer to Trump: “You Have No Plan.” Trump Replies: “Have You Been Following Venezuela's Story?”At What Price Will the EU Open Russian Gas and Oil Pipelines?The Price for Oil May Go Up If the Bypass Pipelines Are Hit, and If Ship Insurance Is Not ApprovedHow Long Can China Survive After Losing Venezuela and Iraq's Discounted Oil Supplies?California will be a national security risk for the entire country!Qatar Halts LNG Production, and the European and Asia Markets RespondCheck out David's Substack at https://blackmon.substack.com/Get your CEO on the #1 Energy Podcast in the United States: https://sandstoneassetmgmt.com/media/Is oil and gas right for your portfolio? https://energynewsbeat.co/invest/

Energy News Beat Podcast
The Oil and Gas Global Markets Update with David Blackmon and Stu Turley

Energy News Beat Podcast

Play Episode Listen Later Mar 3, 2026 38:25


This was a wild discussion of the current global oil and gas markets with David Blackmon and Stu Turley. We covered stories from Energy News Beat and David's Substack. If you only have time for one podcast, this may be it, as we cover the markets and critical issues on how long this may last. Oil and natural gas prices:David and I discussed the recent spike in oil and diesel prices, with oil prices increasing by around 14-15% over two days. The hosts analyze the potential reasons and implications of these price increases.Geopolitical tensions in the Middle East:The discussion focuses on the Strait of Hormuz, a critical chokepoint for global oil and LNG trade, and the potential disruptions to shipping in the region due to tensions and conflicts.The transcript covers the involvement of various countries, such as Iran, Iraq, Saudi Arabia, and the UAE, in the regional dynamics and their potential impact on energy markets.Energy security and dependence:We discuss the concept of “energy security starts at home, but energy dominance starts at your exports,” highlighting the energy dependence of the European Union on Russian oil and gas.We also touch on the energy crisis in California and the challenges faced due to the shutdown of refineries and pipelines. And I am interviewing Ronald Stein on Monday to cover the latest crisis in California.U.S. foreign policy and geopolitics:The transcript delves into the Trump administration's foreign policy actions, particularly in relation to Iran and Venezuela, and their potential impact on global energy markets and China's influence.The hosts also discuss the shifting geopolitical alliances and the potential for Russia to improve its relationship with the United States.U.S. domestic politics and energy policy:The discussion touches on the upcoming elections in the U.S., particularly the Republican primary race in Texas, and the potential implications for energy policy and regulation.The hosts also criticize the current Republican leadership in the Senate for not taking decisive action on energy-related legislation.Electricity pricing and grid resilience:The transcript delves into the issues surrounding the pricing of electricity, particularly the need to redefine the levelized cost of electricity for renewable energy sources to include the cost of storage and grid resilience.Starmer to Trump: “You Have No Plan.” Trump Replies: “Have You Been Following Venezuela's Story?”At What Price Will the EU Open Russian Gas and Oil Pipelines?The Price for Oil May Go Up If the Bypass Pipelines Are Hit, and If Ship Insurance Is Not ApprovedHow Long Can China Survive After Losing Venezuela and Iraq's Discounted Oil Supplies?California will be a national security risk for the entire country!Qatar Halts LNG Production, and the European and Asia Markets RespondCheck out David's Substack at https://blackmon.substack.com/Get your CEO on the #1 Energy Podcast in the United States: https://sandstoneassetmgmt.com/media/Is oil and gas right for your portfolio? https://energynewsbeat.co/invest/

Hub Dialogues
What the Iran war means for Canadian energy security and global markets

Hub Dialogues

Play Episode Listen Later Mar 3, 2026 20:37


Peter Tertzakian of Studio.Energy and Susan Bell of Rystad Energy examine the market implications of escalating conflict in the Arabian Gulf region. They discuss the muted initial oil price response, potential scenarios ranging from short-term disruption to prolonged closure of the Strait of Hormuz, and impacts on both oil and LNG markets. The conversation explores infrastructure vulnerabilities and the strengthened case for Canadian energy security and LNG development.   The Hub is Canada's fastest growing independent digital news outlet.   Subscribe to The Hub's podcast feed to get our best content when you are on the go: https://tinyurl.com/3a7zpd7e (Apple)  https://tinyurl.com/y8akmfn7 (Spotify) Follow The Hub on X: https://x.com/thehubcanada?lang=en   CREDITS: Amal Attar-Guzman - Producer Elia Gross - Editor Falice Chin - Host Vahid Salemi/AP Photo - Photo Credit   To contact us, sign up for updates, and access transcripts email support@thehub.ca

Teneo Insights Podcast
Middle East Conflict: Operation Epic Fury and the Implications for Global Markets and Companies  

Teneo Insights Podcast

Play Episode Listen Later Mar 3, 2026 54:38


The U.S. – Israeli military operation in Iran has triggered a volatile period of uncertainly with far-reaching geopolitical and economic implications. In this special edition of Teneo Insights, our team provides in-depth perspective and context on the latest developments in the fast-evolving conflict, examining the leadership transition in Tehran, the risks of policy fragmentation and miscalculation, and the evolving alignment between Washington, Jerusalem and key Gulf states. It also explores how other global actors are positioning themselves, and what these developments mean for global financial markets and corporations in the days and weeks ahead. Kevin Kajiwara is joined by a panel of experts including Morgan Muir and Ambassador Dennis Ross from Teneo's strategic partner WestExec Advisors as well as geopolitical and energy markets specialist Emily Stromquist.

Marketplace All-in-One
Global markets respond to the attack on Iran

Marketplace All-in-One

Play Episode Listen Later Mar 2, 2026 6:49


Oil prices are jumping around this morning, but you can bet they're up — around 6-7%. Gold, a safehaven for investors, is up about 2%. "We're in a world where markets and investors are increasingly uncertain about where their money is safe," said Julia Coronado of MarcoPolicy Perspectives in a discussion of today's market movements. Also: why we pay such close attention to the monthly jobs report and how sites like Moltbook can disrupt the AI industry.

Marketplace Morning Report
Global markets respond to the attack on Iran

Marketplace Morning Report

Play Episode Listen Later Mar 2, 2026 6:49


Oil prices are jumping around this morning, but you can bet they're up — around 6-7%. Gold, a safehaven for investors, is up about 2%. "We're in a world where markets and investors are increasingly uncertain about where their money is safe," said Julia Coronado of MarcoPolicy Perspectives in a discussion of today's market movements. Also: why we pay such close attention to the monthly jobs report and how sites like Moltbook can disrupt the AI industry.

World Business Report
Iran: War in Middle East rattles global markets

World Business Report

Play Episode Listen Later Mar 2, 2026 9:00


Airlines have grounded flights, one of the world's busiest airports has shut, and oil prices are climbing after strikes in the Middle East. We hear from investors and analysts as they react in real-time to the US-Israel war with Iran. And we find out how the disruption is affecting air passengers and the wider travel industry.Plus - we learn how the insurance market is responding to fast-moving events as it assesses coverage and war risk premiums.

The Retirement Wisdom Podcast
Retiring Soon? What No One Tells You – Michael Kay

The Retirement Wisdom Podcast

Play Episode Listen Later Mar 2, 2026 35:59


Who are you when you're no longer your title? For many high-performing professionals, that question can feel destabilizing — even frightening. Michael Kay is a CFP, a financial life planner, the author of the new book How To Craft Your Chapter X: A Guide For High-Performing Men to Discover Meaning (and Joy) In Retirement. He's been through it himself—the excitement of the new chapter, and then, six months in, the wall he didn't see coming. Today he shares what he's learned about reopening the aperture, grieving what you've left behind, and finding out who you were before you were your job. This is a conversation every high-achieving man—and the people who love them—needs to hear. _________________________ Bio Michael F. Kay is a coach, teacher, author and retired CFP(R). Through his books, workshops, speeches, and the Chapter X community, he's helped thousands of women, men, and families master their financial lives—and navigate the transition from full-time work to what comes next. He's written three books: How to Craft Your Chapter X, The Feel Rich Project, and The Business of Life. His insights have been featured in The New York Times, The Wall Street Journal, Fox Business, Forbes, and Psychology Today. Today, he publishes weekly essays for the Chapter X newsletter, hosts the Chapter X podcast, and shares his thoughts on LinkedIn. He is the former president of Financial Life Focus, a fee-only multi-advisor financial life planning firm. ___________________________ For More on Michael Kay How To Craft Your Chapter X: A Guide For High-Performing Men to Discover Meaning (and Joy) In Retirement _________________________ Podcast Conversations You May Like The Inspired Retirement – Nathalie Martin How to Prepare Mentally for Life After Work – Joseph Maugeri Art Cure: The Science of How the Arts Save Lives – Daisy Fancourt ____________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master's degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. ___________________________ Wise Quotes On Saying No in Retirement “If it's not joyful, I'm not going to do it.” On Perspective “As we get older and we start focusing towards career, that aperture narrows. And so when we get ready to step into this next chapter, whether it's our choice or not, we are at our narrowest. So we need to, mindfully and intentionally—I think that's the right word—look to reopen that aperture.” On Returning to Music – For Fun “I got the trumpet out and had it cleaned, and I found a teacher, and I started playing again, and I put up on my music stand, ‘fun'—the word fun—to remind me. Because if you miss a note, I was like, ‘You suck.' All these things that come back. And so I had to keep reminding myself: this is for fun. I am never going to be a touring professional musician. I'm never going to play with Blood, Sweat and Tears or Chicago. This is for fun. And it just takes the discipline to keep reminding yourself—have joy in the music, have joy in the doing. The joy is in the journey, not in the destination. Because the destination is the journey.”

The Chinchilla Picking Podcast
Episode 225: Global Markets in Turmoil: From Middle East Strikes to the Software Debt Trap

The Chinchilla Picking Podcast

Play Episode Listen Later Mar 2, 2026 51:50


Is the financial world on the brink of a 2008-style collapse, or is this just the "slow burn" of a new era? In this high-stakes episode, David Underwood and Brandon Beaver break down the explosive news of U.S. and Israeli strikes on Iran and exactly how you should position your portfolio to profit from the chaos.From the sudden spike in Brent Crude to the shocking rise of the Japanese Yen as a safe haven, we give you the "Buy" and "Short" plays you need for the week ahead. But the real danger might be closer to home—Brandon reveals a terrifying "synthetic liquidity" crisis brewing in the Private Equity and Software sectors that could threaten your pension fund.In this episode, we cover:The Iran Strike Aftermath: Why oil could hit $100/barrel and why David is planning a massive short play once it does.Shipping & War Surcharges: How new fees in the Gulf and Suez are about to hit your wallet and corporate earnings.The "PIK" Debt Trap: Why you must avoid software companies with high "Payment-in-Kind" interest before they implode.The Berkshire Blueprint: A look at the mind-blowing dividends from Buffett's top holdings (Apple, Coca-Cola, and more).Earnings Watch: Vital outlooks for Target, Best Buy, and CrowdStrike in an AI-disrupted market.Don't let market volatility catch you off guard. Tune in to learn how to turn global disruption into an uplifting return.

BizNews Radio
BN Daybreak Mon 2 Mar: Global markets reel as US/Israel war against Iran escalates

BizNews Radio

Play Episode Listen Later Mar 2, 2026 21:13


We are waking up to a world significantly shifted by an unprecedented military escalation in the Middle East. In this morning's episode of BizNews Daybreak, Alec Hogg breaks down the immediate geopolitical and economic fallout of the United States and Israel launching direct military operations against the Islamic Republic of Iran. In this episode, we cover: The Frontlines: The timeline of the rapid escalation, including the death of Iran's Supreme Leader, Hezbollah's retaliatory missile strikes into Israel, and the barrage of US and Israeli strikes on Beirut. Market Shockwaves: How global financial markets are aggressively de-risking. Asian and Australian markets opened broadly lower, while safe-haven assets are surging, with gold jumping $150 to $5,370 an ounce. The Local Impact: What this means for South Africans, including warnings of skyrocketing fuel prices as crude oil surges 7% to over $70 a barrel, and the Rand weakening to over R16 against the US Dollar. Regional Instability: The terrifying reality for civilians in the Gulf, as intercepted missile debris damages infrastructure in traditionally stable hubs like Dubai and Abu Dhabi. Looking Ahead: A preview of our upcoming interview with South African-Iranian economist Iraj Abedian, and an announcement regarding 50 newly released tickets for next week's BizNews Conference in Hermanus where the focus shifts to Opportunities in Dangerous Times.

Thoughtful Money with Adam Taggart
SPECIAL REPORT: US & Israel Now At War With Iran - What Will The Implications Be? | Ryan Bohl, RANE

Thoughtful Money with Adam Taggart

Play Episode Listen Later Mar 1, 2026 67:34


Yesterday the US & Israel conducted joint strikes on Iran's leadership and critical infrastructure.We are now at war.What will the likeliest implications be?To address, RANE's Mideast analyst Ryan Bohl just joined me for a livestream this morning where he provided his latest assessment of the situation and his best forecast of what lies ahead.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#iran #middleeast #war 00:00 - Introduction and Welcome01:25 - Details of the Joint US-Israeli Strikes on Iran03:34 - Iran's Retaliation Across the Gulf Region05:06 - Confirmation of US Casualties05:59 - Extent of Decapitation in Iranian Leadership06:57 - Structure and Resiliency of Iran's Government09:36 - Information on New Interim Leaders10:29 - Continued Iranian Command and Control10:44 - US and Israeli Strike Plans and Air Superiority11:52 - Odds of Achieving Total Air Superiority13:55 - Assessment of Iran's Response Strength16:28 - US and Israeli Intelligence Capabilities in Iran19:52 - Breakdown of US-Iran Talks20:03 - Iran's Strikes on Regional Neighbors21:07 - Potential Uniting of the Region Against Iran24:26 - Neighbors' Preferences for Stable Regime or Change26:56 - Factors Leading to the Current Escalation28:45 - Nuclear Program as the Breaking Point29:02 - Timing of the Decision to Strike Now31:12 - Striking Iran as an 80/20 Global Issue33:56 - Domestic and International Support Dynamics35:53 - Viability of Regime Influence Strategy in Iran37:23 - Likelihood of Carrot-and-Stick Approach Succeeding39:44 - Odds of Domestic Uprising Removing the Regime44:26 - Implications of Cheering Footage and Expat Reactions47:03 - Prospects for the Shah's Son Returning49:20 - Worst-Case Scenario Outcomes52:41 - Best-Case Scenario for Iran54:35 - Potential for a Better World if Conflicts Resolve57:04 - Geopolitical Competition Persisting Globally58:20 - Implications for Global Markets and Commodities59:31 - Counsel for Those Fearing World War III_____________________________________________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.

Argus Media
Chemical Conversations: Changing Ethylene Dynamics Across Global Markets

Argus Media

Play Episode Listen Later Feb 27, 2026 28:06


In this episode of Chemical Conversations, Argus experts Alan Williamson, Toong Shien Lee and Michael Camarda offer a region‑by‑region view of the factors reshaping global ethylene markets in 2026. Listen to the latest episode to: Understand how regional supply length and shifting trade flows are shaping near‑term market balance. Examine how narrowing naphtha-ethylene spreads and reduced South Korean cracker run rates are affecting short‑term regional supply dynamics. Hear how Europe's cost structure, ETS exposure and rationalisation activity are influencing competitiveness. Explore how rising global capacity additions are affecting North America's export position and derivative margins. If you'd like to discuss any of these updates in more detail, book a meeting with our Argus Olefins experts at AFPM's IPC by clicking here. Please can you hyperlink this to mailto:chemicals@argusmedia.com Additionally you can find out more about Argus' Light Olefins services, including Argus Ethylene, Argus Olefins Outlook and Ethylene Analytics, which provide independent assessments of global balances, cost structures and capacity developments. Learn more here.

The Retirement Wisdom Podcast
The ‘One More Year’ Trap – Zach Morris, CFP

The Retirement Wisdom Podcast

Play Episode Listen Later Feb 26, 2026 25:07


Don’t plan for just one side of retirement. Design Your Life in Retirement. Join our small group coaching program beginning in April. Learn more here. Very Early Registration Discount ends on March 1st. Sign up here. ___________________________ What if the biggest risk in retirement isn't the market — but misunderstanding your own goals? As you approach retirement, the questions shift. It's no longer just “How much have I saved?” It becomes, “When do I want the freedom to retire?” “How much risk do I really need to take?” And perhaps most importantly — “What is my money for?” Today, I'm joined by financial planner Zach Morris for a candid conversation about risk tolerance versus risk capacity, sequence of return risk, working one more year, helping family, and why having a 100% probability of financial success might actually mean you're leaving life on the table. If you're within five years of retirement — or wondering whether you're truly ready — this episode will help you think differently about risk, purpose, and pulling the trigger. Zach Morris, CFP joins us from Atlanta. __________________________ Bio Having traveled to over 35 countries, Zach is a believer in Ralph Waldo Emerson's statement that Life is about the journey, not the destination. Being a CERTIFIED FINANCIAL PLANNER® provides Zach the opportunity to help clients define and realize their journey, and co-founding Paces Ferry Wealth Advisors, an independent firm, allows the freedom to define the client experience along the way. Previously, Zach was a partner in The Diamond Morris Group and a Financial Advisor with J.P. Morgan Securities, a wealth management division of J.P. Morgan. Before becoming a Financial Advisor, Zach started as an Associate with the firm in 2011, where he developed skills for building lasting relationships with clients. Later, Zach developed and oversaw a training and mentorship program for J.P. Morgan Associates. Zach supports a number of organizations including Alzheimer's Association, Georgia Chapter, The Shepherd Center, Crohn's & Colitis Foundation of America, and NewStory. Zach received a B.S. in finance, with a minor in economics, from Elon University in North Carolina. He was a member of The Kappa Alpha Order and has served on the board of the Elon Alumni Association's Atlanta chapter. Zach speaks Spanish and is an Atlanta native. He and his wife live in West Midtown's Underwood Hills neighborhood and his parents and two of his three sisters and their families live nearby. In his spare time, Zach golfs, plays tennis, rides his mountain bike and travels. _____________________________ For More on Zach Morris, CFP Paces Ferry Wealth Advisors Zach Morris, CFP® You Tube channel ______________________________ Podcast Conversations You May Like How to Live a Meaningful Life – Dave Evans Re-Visioning Retirement – Susan Reid, PhD Retire with Purpose – Cesar Aguirre ______________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master's degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. ______________________________ Wise Quotes On The One More Year Trap “Sometimes it's just one more year because they don't know what the next step is…If somebody is working one more year and they have 100% probability of success — they’re not just leaving money on the table, they’re leaving life on the table.” On Risk “Risk is invisible… you can have a risk tolerance today, but once you hit that maximum threshold, it can very quickly become uncomfortable.” On Retirement Planning “You don't want to go into retirement with unfulfilled expectations. You want to go into retirement knowing what to expect.” _____________________________

The Wolf Of All Streets
Major Bitcoin Setback As TRILLIONS Are Wiped Out In Global Markets

The Wolf Of All Streets

Play Episode Listen Later Feb 24, 2026 56:27


Bitcoin is heading toward its worst month since the last crypto winter as macro pressure and risk-off sentiment intensify. At the same time, AI-driven disruption fears have wiped trillions from global equities, adding to broad market instability. With liquidity tightening across asset classes, the question is whether Bitcoin is just caught in global deleveraging — or if this signals a deeper structural reset underway.

The Wolf Of All Streets
Bitcoin At A Breaking Point As Trump's Tariffs Shake Global Markets!

The Wolf Of All Streets

Play Episode Listen Later Feb 23, 2026 65:36


Bitcoin is dumping as markets react to renewed uncertainty around President Trump's latest tariff actions, sending shockwaves through global risk assets. In this livestream, we break down whether Bitcoin is simply moving in lockstep with broader macro risk, or if deeper structural pressures in derivatives and ETF flows are accelerating the selloff. With geopolitical uncertainty rising and liquidity tightening, the question now is whether this is a short-term panic move or the start of a larger risk-off shift across markets.

The Retirement Wisdom Podcast
Can I Retire Yet? – Darrow Kirkpatrick

The Retirement Wisdom Podcast

Play Episode Listen Later Feb 23, 2026 25:24


Don’t drift into retirement. Design yours. Learn more about our next small group coaching program starting in April here. Sign up here. Very Early Registration Discount ends on March 1st. _______________________ What happens when you finally get everything you worked for…and realize something is missing? In this powerful and deeply honest conversation, Darrow Kirkpatrick shares what early retirement can really feel like — beyond the spreadsheets and freedom headlines. After leaving his software engineering career, he found himself confronting something he didn't expect: the loss of identity and clout that work had quietly provided. He discovered that early retirement wasn’t just about having time—it was about creating meaning. Instead of retreating, Darrow leaned into challenges. From launching a successful retirement blog Can I Retire Yet? to spending nights alone above 12,000 feet, to confronting his lifelong struggles with fear and panic, Darrow’s journey, chronicled in his new book Two Sticks, One Path, reveals the surprising truth about what can make retirement fulfilling. If you're within a few years of retirement — or already there — this conversation will make you think differently about what comes next –  and why the challenges we choose to take on may matter more than the comfort we think we want. _________________________ Bio Darrow Kirkpatrick is the author of the new book Two Sticks, One Path: A Journey Beyond Fear on the Colorado Trail. Darrow is an early-retired civil and software engineer with five decades of hiking, biking, and technical rock-climbing experience, including first ascents in the Shawangunks of New York and the sandstone belt of Tennessee. He climbed three big walls in Yosemite Valley, California: The Shield and The Nose on El Capitan, and The Regular Northwest Face of Half Dome. In 2011 he founded “Can I Retire Yet?” — winner of the 2019 Plutus award for Best Retirement Blog. His personal finance books include “Retiring Sooner” and “Can I Retire Yet?” ___________________________ For More on Darrow Kirkpatrick Two Sticks, One Path: A Journey Beyond Fear on the Colorado Trail Can I Retire Yet? ___________________________ Podcast Conversations You May Like How to Prepare Mentally for Life After Work – Joseph Maugeri The Inspired Retirement – Nathalie Martin Lessons Learned in Early Retirement – Chris Mamula _____________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master's degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. ___________________________ Wise Quotes On the Value of Challenge in Retirement “I find 100% of the meaning that I found in early retirement has come from the challenges I’ve tackled.” On Meaningful Pursuits “The things I did pay attention to starting Can I Retire Yet, a successful personal finance blog, a bucket list item hiking the Colorado Trail, even though I had to do most of it on crutches, those things are incredibly meaningful to me, writing a memoir about it. I think I would have really regretted if I had stayed at my corporate desk through all those years instead of reaching for those bucket list items.” On Adaptation “I did have a series of chronic injuries in my lower body, which got worse. I had a bad hamstring injury, was in bed for a few months, one summer. And as part of the recovery from that, a doctor friend suggested I start using forearm crutches… I wound up realizing I needed to just keep using the crutches on the trail, because they would keep me safe. They reduce the impact on my body, they prevent falls. And if I had any hope of doing a trail as difficult as the Colorado Trail, I needed all the help I could get.”

Forward Guidance
Capital Is Leaving Big Tech For Gold And Energy | Weekly Roundup

Forward Guidance

Play Episode Listen Later Feb 21, 2026 43:51


This week, we're fresh off the inaugural TG Macro Conference in Nashville, unpacking all the biggest takeaways ranging from commodity cycles, gold, miners, oil, rates, and market psychology. We also reflect on trading lessons, risk management, and why in-person macro communities matter more than ever. Enjoy! — Follow Tony: https://x.com/TgMacro Follow Jared: https://x.com/dailydirtnap Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx Join us at Digital Asset Summit 2026 in NYC March 24-26th! Use code FORWARD200 for $200 OFF! https://blockworks.co/event/digital-asset-summit-nyc-2026 — Coinbase crypto-backed loans, powered by Morpho, enable you to take out loans at competitive rates using crypto as collateral. Rates are typically 4% to 8%. Borrow up to $5M using BTC as collateral and up to $1M using ETH as collateral. Manage crypto-backed loans directly in the Coinbase app with ease. Learn more here: https://www.coinbase.com/onchain/borrow/get-started?utm_campaign=0126_defi-borrow_blockworks_FG&marketId=0x9103c3b4e834476c9a62ea009ba2c884ee42e94e6e314a26f04d312434191836&utm_source=FG — Timestamps: (00:00) Intro (01:42) Inaugural TG Macro Conference (08:27) Demographics, Debt & Hard Lessons (12:18) Oil, Commodities, Miners (18:54) Gold, Energy & Commodity Cycles (24:21) Rates, Bonds & Global Markets (26:28) Ads (Coinbase) (27:21) Warsh, Yields, Bull Markets (33:09) Market Psychology & Bull Case For America (41:08) Final Thoughts — Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #macro #investing #markets #stocks #stockmarket

China Global
If China Attacks Taiwan: China's Economic Vulnerabilities

China Global

Play Episode Listen Later Feb 17, 2026 32:47


Today's episode is the third in a series of three that examine the potential consequences for China if a military operation against Taiwan were to fail. In each of these episodes, we're speaking with authors of a recently published German Marshall Fund study of the possible costs that China would incur across four different, but interrelated areas: the Chinese economy, the military, Chinese social stability, and international costs. The report is titled, “If China Attacks Taiwan” and it is posted on GMFUS.org.  Our podcast today focuses on the potential costs for the Chinese economy.To recap, the study considered two scenarios that could take place in the next five years. In the first scenario, a minor skirmish escalates into a multi-week maritime blockade of Taiwan by China. Although several dozen members of the Chinese and Taiwanese military are killed, U.S. intervention eventually forces China to de-escalate.  In the second scenario, a conflict escalates into a full-fledged invasion, with Chinese strikes on not only Taiwan but also U.S. forces in Japan and Guam. After several months of heavy fighting, Chinese forces are degraded and eventually withdraw after suffering many tens of thousands of casualties.Our guests today are Charlie Vest and Logan Wright, who co-authored the chapter on the implications for the Chinese economy of a failed operation against Taiwan. Logan is a partner at Rhodium Group and leads the firm's work on China's economy and its global impact. Charlie is an associate director at Rhodium Group, where he manages corporate research and advisory work on China.Timestamps:[00:00] Introduction[02:34] Key Takeaways: China's Ambitions vs. Economic Realities [05:41] The Escalation Dilemma in China's Decisionmaking[09:56] Immediate Disruptions to Trade and FDI[13:52] Gray-Zone Military Engagement and Political Pressures[16:48] Could Beijing Underestimate the Costs of US Intervention? [24:12] Policy Tools and Limitations for Economic Stabilization and Recovery[27:19] Long-Term Economic Effects[29:24] Impact of Social Instability

Energy News Beat Podcast
The Oil and Gas Global Markets Update with Jack Prandelli, The Merchants News Substack.

Energy News Beat Podcast

Play Episode Listen Later Feb 17, 2026 47:45


Jack Prandelli of The Merchants News Substack stopped by, and we had a blast visiting about huge changes in the oil and gas markets. At the end of the podcast, we also discuss how we should restructure electricity prices for consumers. 1. China's efforts to reduce its reliance on the US dollar:  - China is shorting US Treasuries and buying gold to try to reduce its dependence on the US dollar in global trade, especially for commodities like oil.  - However, China still relies heavily on importing oil and gas, which is priced in US dollars through the petrodollar system.2. The growth of US LNG exports to Europe:  - The US is rapidly expanding its LNG export capacity, which is helping Europe replace Russian gas.  - A key company, OneOk, owns a large portion of the pipeline infrastructure market supporting US LNG exports.3. The performance and strategies of major oil and gas companies:  - Integrated companies like Exxon and Chevron are performing better than more specialized companies like Occidental.  - European oil majors like BP and Total are struggling more, with BP considering asset sales.4. OPEC's challenges in managing oil production and pricing:  - OPEC has struggled to meet its own production targets, leading it to consider changes to its pricing mechanisms.  - There are geopolitical tensions, like the US trying to influence OPEC members like Venezuela and Iran.5. The role of natural gas, renewables, and nuclear power in the energy transition:  - The guests discuss the pros and cons of different energy sources, arguing for a balanced approach that ensures reliable and affordable energy.  - There are concerns about the ability of renewables alone to provide reliable power without fossil fuel or nuclear backup.Stu and Jack cover a wide range of topics related to the global energy markets, geopolitics, and the energy transition, with a focus on oil, gas, and LNG. Based on the transcript analysis, here are the main topics discussed:**1. China's De-Dollarization Strategy**China is actively working to reduce its dependence on the US dollar by shorting US Treasuries and accumulating gold. However, this effort faces a fundamental constraint: China's massive need for imported oil and gas, which are priced in US dollars through the petrodollar system, keeps it tethered to dollar-denominated trade.**2. US LNG Export Expansion**The US is rapidly scaling up its liquefied natural gas (LNG) export capacity, playing a crucial role in helping Europe transition away from Russian gas supplies. One Oak, a significant player, controls a large portion of the pipeline infrastructure that supports these exports.**3. Oil and Gas Company Performance**The discussion compares how different energy companies are faring:- Integrated majors like Exxon and Chevron are outperforming more specialized companies like Occidental- European oil majors (BP, Total) are struggling more significantly, with some considering asset sales**4. OPEC Production and Pricing Challenges**OPEC faces difficulties meeting its own production targets and is considering adjustments to its pricing mechanisms. Geopolitical tensions also play a role, with the US attempting to influence OPEC members like Venezuela and Iran.**5. Energy Transition and Power Sources**We debate the role of natural gas, renewables, and nuclear power in the energy transition, emphasizing the need for a balanced approach that maintains reliable and affordable energy while questioning whether renewables alone can provide consistent power without fossil fuel or nuclear backup.Connect with Jack on his LinkedIn here: https://www.linkedin.com/in/prandelligiacomo/Check out the Merchant News Substack: https://themerchantsnews.substack.com/Thank you To Steve Reese and Reese Energy Consulting for sponsoring the podcast:https://reeseenergyconsulting.com/Check out the Energy News Beat Substack: https://theenergynewsbeat.substack.com/Check out The Energy News Beat Website: https://energynewsbeat.co/Questions on Investing in Oil: https://sandstoneassetmgmt.com/invest-in-oil-and-gas/

The Retirement Wisdom Podcast
Retire with Purpose – Cesar Aguirre

The Retirement Wisdom Podcast

Play Episode Listen Later Feb 16, 2026 30:06


Will you retire with purpose? Don’t leave it to chance. Design Your New Life after you leave full-time work. Learn more about our next small group coaching program starting in April here – and sign up here. __________________________ What if the word retirement is setting us up for the wrong life? After years in senior leadership roles, Cesar Aguirre discovered something most of us miss about retirement: the word itself matters more than we think. In English, we “retire” – we withdraw. In Portuguese, you become “aposentado” – left aside or left behind. But in Spanish-speaking cultures, retirement is called “jubilación” – which comes from the word for joy. That distinction changed everything for Cesar. Because when he stepped away from his career, it wasn’t the loss of work that shocked him – it was the jarring shock of losing an identity. He realized retirement isn’t just a life transition, it’s an identity transition, offering an opportunity to redefine who you want to become, and retire with purpose. Cesar joins us to share the framework he developed through his own transition – a ten-chapter roadmap for moving from “what I’m leaving” to “what I’m moving toward.” He’ll reveal why planning goes far beyond your finances, how to measure success when you’re no longer producing output, and the key warning signs that show up early when retirement first starts going wrong. This is a conversation about why approaching retirement with more intention might just create the most fulfilling chapters of your life. How will you retire with purpose? Cesar Aguirre joins us from Florida. __________________________ Bio César Aguirre is a seasoned HR executive with over 40 years of experience in global talent development. Now in active retirement, he embodies reinvention with passion as mentor, consultant, and author. In his book, Retirement with Purpose: The 10 Rs of Retirement, he shares his vibrant energy and insights to help readers rediscover purpose and embrace joyful living in their post-career lives. He currently resides in a lively 55+ community in Central Florida with his wife, inspiring others to design their authentic journeys for the second act of their lives. _______________________ For More on Cesar Aguirre Retirement with Purpose: The 10 Rs of Retirement _______________________ Podcast Conversations You May Like How to Prepare Mentally for Life After Work – Joseph Maugeri Re-Visioning Retirement – Susan Reid, PhD How to Retire – Christine Benz _________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master's degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. _________________________ Wise Quotes On The Power of Language “Retirement becomes a celebration, not a retreat. I think the languages shape mindset. And mindsets shape behavior. So when retirement is framed as a joy, planning shifts from survival to flourishing become more natural.” On Measuring Success in Retirement “A good day is no longer about output, it’s no longer about how much you produce. It’s about action that is intended, an action that aligns with a master plan.” On What He’d Do Differently “I wish I had thought about it and prepared for my post-work identity a little sooner and more deliberately. In my job in HR, I helped many others plan careers, but I underestimated how much my own self-worth was tied to that job in that title. I think I did it humbly. I can say that I did a solid job planning financially, but probably not as good in preparing emotionally for the change. For a brief period of time, a few months, I underestimated that the identity shift that was occurring and the loss of a daily structure that I was so accustomed to.” On What He’s Gained in Retirement “Presence, the ability to not just having the time, but having the mindset of real presence, presence with my wife, which I neglected for a few years while I was traveling or working, presence with my kids, now with my grandkids, the rest of my friends, and new friends. I also gained a space and time for mastery, my hobbies. I enjoy cooking, well, time to do more and do a little better, exercising, riding the bike three or four times a week, playing pickleball. Retiring has given me time to go more in depth on my preferences instead of just speed, because in my working years, I was always rushing. Even when I was at home, I needed to accomplish, I needed to do things. I needed not to be idle. And retirement has now given me presence and bandwidth.” On Warning Signs “I think there are three main things that one needs to start paying attention to. Isolation. If you don’t have that network, social network, family network, and you become isolated. A loss of structure. Doing nothing without a structure or living in the past tense. When people stop connecting with others, when they drift through the days without an intentional plan, or when they only talk about what they used to be, that should be a warning, – a huge yellow flag for oneself and for loved ones that are looking after them.”

Curious Worldview Podcast
Dennis Voznesenski | How Agriculture Explains Geopolitics

Curious Worldview Podcast

Play Episode Listen Later Feb 16, 2026 57:25


War & Wheat - Dennis VoznesenskiMy Substack (Subscribe)*Leave a review on Apple or Spotify* (nothing does more to help grow the show)Podcast Starter PacksOffshore Finance/Kleptocracy & Money LaunderingGeopolitics/Economics/Economic DevelopmentExplorers & AdventurersInvestigative Journalists---Dennis Voznesenski is an Australian analyst who has spent his career deep in the world of global agriculture. He is the author of 'War & Wheat'.In this conversation, Dennis explains how geopolitical forces, from trade wars to energy policy, ripple through agricultural markets in ways that are difficult to predict but impossible to ignore. We discuss the unique position of Australian farmers, who compete on the global stage without the subsidies that prop up producers in the US, Europe, and beyond. The unbelievable masses of production. The efficiency of it. How the America's are basically where it all comes from. We get into why farmers are increasingly investing in on-farm storage as a strategic response to volatile markets, how infrastructure gaps in developing regions are holding back enormous agricultural potential, and the tension between the push for greater productivity and the long-term sustainability of the land itself. Dennis also walks us through how historical events provide essential context for understanding where agricultural markets are heading today, and helps explain the current moment through the lens of agriculture. Timstamps.00:00 The Global Landscape of Agriculture12:11 Insights from the Agricultural Industry24:38 The Role of Technology and Innovation31:22 The Impact of Global Events on Agriculture52:56 Future Prospects and Opportunities

The Drywall Podcast
Marvin Maatita - The European Pioneer: Automatic Tools, Global Markets, and Finding Balance with Marvin

The Drywall Podcast

Play Episode Listen Later Feb 13, 2026 80:58


The Drywall Podcast: Episode 162 The European Pioneer: Automatic Tools, Global Markets, and Finding Balance with Marvin   After months of scheduling and a little persistent "bugging," we finally sat down with a true titan of the trade. In Episode 162, we are joined by Marvin Maatita, a man whose name is synonymous with the evolution of drywall finishing in Europe. From his home in Holland, Marvin shares his journey as a pioneer who helped introduce automatic finishing tools to a continent steeped in traditional methods. We trace his impressive career path working with industry giants like Columbia Taping Tools, Drywall Europe, CanAm, and most recently, TapeTech. Marvin has sat at the helm of large-scale operations, but today, he's found a different kind of success—the kind that comes with working solo and prioritizing what matters most: life and his six-year-old daughter. In this episode, we discuss: The unique landscape of the European drywall market and how it differs from North America. The "Consultant Era": Why major tool companies seek Marvin's expertise to break into European territories. The shift from managing big companies to finding peace. A look at the various finishing styles across the pond. Whether you're a tool junkie or just looking for some perspective on the work-life balance, this conversation with one of the most respected names in the game is one you can't miss on this, the 162nd, episode of The Drywall Podcast.   Episodes in the month of February are brought to you by CanAm Tools.  Find out more by visiting www.canamtool.com  

TD Ameritrade Network
Global Market Opportunities: ‘Eye-Popping' South Korea Markets, Japan ‘Abenomics'

TD Ameritrade Network

Play Episode Listen Later Feb 12, 2026 7:52


Indrani De focuses on global markets, calling 2025 a “reset,” and 2026 following the new paradigm “on steroids.” She looks at South Korea's “eye-popping returns” driven by earnings growth, and the state of Japan's economy. The weaker dollar has also offered a tailwind for international equities. Indrani argues that there is no “decisive leadership” in global equities and covers the shifting themes and trends to watch. She looks at emerging markets and their strength in commodities. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Unhedged
What Takaichi's win means for global markets

Unhedged

Play Episode Listen Later Feb 10, 2026 21:22


Japan's Prime Minister Sanae Takaichi and her Liberal Democratic Party dominated in a snap election on Sunday and the country's stock market loved it. This week, the Nikkei 225 hit an all-time high. Today on the show, Hakyung Kim joins Katie Martin and Rob Armstrong to discuss what the election means for markets in Japan, the US and Europe. Also, they go short Alphabet's 100-year bond, streaming services and the luge. For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer.You can email Robert Armstrong and Katie Martin at unhedged@ft.com.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

The Retirement Wisdom Podcast
How to Live a Meaningful Life – Dave Evans

The Retirement Wisdom Podcast

Play Episode Listen Later Feb 9, 2026 47:09


Sign up for our next Designing Your Life small group coaching program starting in April here __________________________ What happens when you've done everything “right” — built a successful career, made a difference, checked the boxes — and yet something still is missing? Today I'm joined by Dave Evans, co-author of How to Live a Meaningful Life: Using Design Thinking to Unlock Purpose, Joy, and Flow Every Day and the #1 New York Times Bestseller Designing Your Life, and a longtime Stanford educator, to explore a question many people quietly wrestle with in the second half of life: Why doesn't impact bring lasting meaning — and what actually does? Dave shares insights from his newest work with Bill Burnett on meaning, presence, and what he calls the shift from role to soul. We talk about why chasing fulfillment often backfires, why the most meaningful moments are often small and fleeting, and how many of us live almost entirely in what he calls the “transactional world” — often missing the richness of the present moment that's available right now. This conversation is especially relevant if you're nearing retirement, newly retired, or simply sensing that achievement alone isn't enough anymore. Dave offers practical reframes, deeply human stories, and a powerful idea he calls the scandal of particularity — a concept that may completely change how you think about what a well-lived life really looks like. Dave Evans joins us from California to discuss How to Live a Meaningful Life. ___________________________ Bio Dave Evans is the co-author of How to Live a Meaningful Life: Using Design Thinking to Unlock Purpose, Joy, and Flow Every Day. Dave has worked in alternative energy, telecommunications, and high tech. As an early member of the advanced systems group that built the technology that became the Macintosh, he led the first computer mouse team and laser-printing projects, before leaving to co-found the software giant Electronic Arts. After more than thirty years of executive leadership and management consulting in the high tech world, Evans realized that what he really wanted and needed to do was help people rediscover purpose in their jobs and lives. He joined Stanford's Design Program, teaching the incredibly popular Designing Your Life course. In their book Designing Your Life, Dave Evans and co-author Bill Burnett, brought these principles to a larger audience, proving it's never too late to design a life you love through innovation, creative problem-solving, and a growth mindset. Evans teaches audiences of all ages that the same principles used to create amazing technology and products can also be used to design and build a life filled with purpose and joy that is constantly creative and productive. Dave Evans earned a Bachelors of Science and Masters of Science in Mechanical Engineering from Stanford and a graduate diploma in Contemplative Spirituality from San Francisco Theological Seminary. He lives in Santa Cruz. _________________________ For More on Dave Evans How to Live a Meaningful Life: Using Design Thinking to Unlock Purpose, Joy, and Flow Every Day  Design Your Life and Get Unstuck – Dave Evans (2020 Podcast) _________________________ Podcast Conversatons You May Like The Good Life – Marc Schulz, PhD Resurface – Cassidy Krug The Purpose Code – Dr. Jordan Grumet __________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master's degrees from the University of Southern California in Gerontology (at 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.9 million downloads. Business Insider recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. ______________________ Wise Quotes On Becoming “The most essential definition of a human person is you’re a becoming. You’re constantly evolving into hopefully your more and more authentic self – never your complete self, by the way… there’s no way you’re ever going to get done.” On Shifting from Role to Soul “I think, particularly in that second half transition, you’re really looking at what we call the shift from role to soul. And by role, I am primarily identifying who I am as a person, my sense of what makes me who I am, is what I do in the roles and I have in the world, mostly in institutions called, you know, companies or employment or families. And I get this feedback loop from being the Dad, from being the General Manager, from being the mailman, or from whatever it is that says I’m doing the right thing, I’m getting paid for it, and the world’s a better place. And that’s the achievement feedback loop, which for most people that’s what we mostly hear from people is the primary thing. And as life moves along, even if you’re still achieving, I still have four part time jobs. But my relationship with that achieving role is very different than it used to be. And you start moving more and more where your life is really simply about expressing as authentically as you can in the world, who it is that you actually are.” On the Scandal of Particularity “The scandal of particularity is the recognition that all wonderful things only come in these small bite-sized pieces that are temporary, incomplete, partial, but reflections of the true thing. So if you radically accept you’re never going to get all of it, then you go, Oh, so what I really want to do is when the opportunity for some beauty or some truth shows up at all is dive all in, fully celebrate and enjoy it.”

Real Life French
Lundi noir sur les marchés mondiaux (Black Monday hits global markets)

Real Life French

Play Episode Listen Later Feb 5, 2026 4:15


Les marchés mondiaux s'effondrent après l'annonce de nouveaux droits de douane américains, provoquant une panique boursière et des pertes massives. ​Traduction:Global markets plummet following new U.S. tariffs, triggering a stock market panic and significant losses. Hosted on Acast. See acast.com/privacy for more information.

Weird Darkness: Stories of the Paranormal, Supernatural, Legends, Lore, Mysterious, Macabre, Unsolved
Former Bank of England Expert Warns: Alien Disclosure Could Collapse Global Markets in HOURS

Weird Darkness: Stories of the Paranormal, Supernatural, Legends, Lore, Mysterious, Macabre, Unsolved

Play Episode Listen Later Jan 28, 2026 23:49 Transcription Available


A former financial security analyst who spent a decade at the Bank of England has warned Governor Andrew Bailey to prepare for total financial instability within hours of any official confirmation of non-human intelligence. #WeirdDarkNewsREAD or SHARE: https://weirddarkness.com/alien-disclosure-market-crashWeirdDarkness® is a registered trademark. Copyright ©2026, Weird Darkness.#WeirdDarkness, #WeirdDarkNEWS, #AlienDisclosure, #UAP, #UFO, #BankOfEngland, #MarketCrash, #TheAgeOfDisclosure, #Extraterrestrial, #GovernmentCoverUp