Podcasts about Goods

Tangible or intangible thing that satisfies human wants and can be transferred

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Latest podcast episodes about Goods

Thoughts on the Market
2026 U.S. Outlook: The Bull Market's Underappreciated Narrative

Thoughts on the Market

Play Episode Listen Later Nov 19, 2025 5:27


Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why he continues to hold on to an out-of-consensus view of a growth positive 2026, despite near-term risks.Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley's CIO and Chief U.S. Equity Strategist. Today I'll discuss our outlook for 2026 that we published earlier this week. It's Wednesday, Nov 19th at 6:30 am in New York. So, let's get after it. 2026 is a continuation of the story we have been telling for the past year. Looking back to a year ago, our U.S. equity outlook was for a challenging first half, followed by a strong second half. At the time of publication, this was an out of consensus stance. Many expected a strong first half, as President Trump took office for his second term. And then a more challenging second half due to the return of inflation. We based our differentiated view on the notion that policy sequencing in the new Trump administration would intentionally be growth negative to start. We likened the strategy to a new CEO choosing to ‘kitchen sink' the results in an effort to clear the decks for a new growth positive strategy. We thought that transition would come around mid-year. The U.S. economy had much less slack when President Trump took office the second time, compared to the first time he came into office. And this was the main reason we thought it was likely to be sequenced differently. Earnings revisions breadth and other cyclical indicators were also in a phase of deceleration at the end of 2024. In contrast, at the beginning of 2017—when we were out of consensus bullish—earnings revisions breadth and many cyclical gauges were starting to reaccelerate after the manufacturing and commodity downturn of 2015/2016. Looking back on this year, this cadence of policy sequencing did broadly play out—it just happened faster and more dramatically than we expected. Our views on the policy front still appear to be out of consensus. Many industry watchers are questioning whether policies enacted this year will ultimately lead to better growth going forward, especially for the average stock. From our perspective, the policy choices being made are growth positive for 2026 and are largely in line with our ‘run it hot' thesis. There's another factor embedded in our more constructive take. April marked the end of a rolling recession that began three years prior. The final stages were a recession in government thanks to DOGE, a rate of change trough in expectations around AI CapEx growth and trade policy, and a recession in consumer services that is still ongoing. In short, we believe a new bull market and rolling recovery began in April which means it's still early days, and not obvious—especially for many lagging parts of the economy and market. That is the opportunity. The missing ingredient for the typical broadening in stock performance that happens in a new business cycle is rate cuts. Normally, the Fed would have cut rates more in this type of weakening labor market. But due to the imbalances and distortions of the COVID cycle, we think the Fed is later than normal in easing policy, and that has held back the full rotation toward early cycle winners. Ironically, the government shutdown has weakened the economy further, but has also delayed Fed action due to the lack of labor data releases. This is a near-term risk to our bullish 12-month forecasts should delays in the data continue, or lagging labor releases do not corroborate the recent weakness in non-govt-related jobs data. In our view, this type of labor market weakness coupled with the administration's desire to ‘run it hot' means that, ultimately, the Fed is likely to deliver more dovish policy than the market currently expects. It's really just a question of timing. But that is a near-term risk for equity markets and why many stocks have been weaker recently. In short, we believe a new bull market began in April with the end of a rolling recession and bear market. Remember the S&P [500] was down 20 percent and the average S&P stock was down more than 30 percent into April. This narrative remains underappreciated, and we think there is significant upside in earnings over the next year as the recovery broadens and operating leverage returns with better volumes and pricing in many parts of the economy. Our forecasts reflect this upside to earnings which is another reason why many stocks are not as expensive as they appear despite our acknowledgement that some areas of the market may appear somewhat frothy. For the S&P 500, our 12-month target is now 7800 which assumes 17 percent earnings growth next year and a very modest contraction in valuation from today's levels. Our favorite sectors include Financials, Industrials, and Healthcare. We are also upgrading Consumer Discretionary to overweight and prefer Goods over Services for the first time since 2021. Another relative trade we like is Software over Semiconductors given the extreme relative underperformance of that pair and positioning at this point. Finally, we like small caps over large for the first time since March 2021, as the early cycle broadening in earnings combined with a more accommodative Fed provides the backdrop we have been patiently waiting for. We hope you enjoy our detailed report published earlier this week and find it helpful as you navigate a changing marketplace on many levels. Thanks for tuning in. Let us know what you think by leaving us a review. And if you find Thoughts on the Market worthwhile, tell a friend or colleague to try it out!

The Goods from the Woods
Episode #502 - "Butt Rock Gauntlet 4" with Justin Morales

The Goods from the Woods

Play Episode Listen Later Nov 19, 2025 113:19


In this episode, the Psycho Circus is back in town! For this one Goods from the Woods Boys are so pleased to welcome back combat athlete extraordinaire, Goods from the Woods World Heavyweight Champion, and butt rock aficionado Justin Morales! We kick this one off with an energy drink called "Gym Weed" and some light 'Predator: Badlands' talk. Then, we get into our amazing single elimination tournament of the buttiest of the butt. Who's gonna win when the titans of butt rock collide? We've got Saliva AND Theory of a Deadman. We've got Soulfly AND Buckcherry. We've even got some butt rock-era Sugar Ray. This is an insanely hilarious episode six years in the making and we can't wait for you to hear it. Follow Justin on Instagram @TheJustinMorales  Follow the show on Twitter @TheGoodsPod.  Rivers is @RiversLangley  Sam is @SlamHarter  Carter is @Carter_Glascock Subscribe on Patreon for UNCUT video versions of the podcast as well as TONS of bonus content! http://patreon.com/TheGoodsPod Pick up a Goods from the Woods t-shirt here: http://prowrestlingtees.com/TheGoodsPod

The NEXT Academy
The Goods: One Empty Desk

The NEXT Academy

Play Episode Listen Later Nov 17, 2025 6:50


The Goods is a new series that delivers wisdom for personal and professional growth. In today's episode, Michael shares how one leader's simple ritual of reserving a seat for “the person not in the room” reshapes every decision her team makes. Discover how thinking beyond the table, honoring unseen stakeholders, and using powerful symbols can elevate your leadership and your culture.Enjoy Episode 45 of The Goods. #BeNEXT

Song of the Day – KUTX
The Goods: “April Fools”

Song of the Day – KUTX

Play Episode Listen Later Nov 17, 2025 2:16


Oakland underground music veteran Rob Good has been hard at work with his jangly, power pop trio The Goods, blending shimmery British Invasion-style energy with a bit of 90's indie pop flair to create something simultaneously nostalgic and new. The follow-up to their 2023 debut EP is the full album Don’t Spoil the Fun. The […] The post The Goods: “April Fools” appeared first on KUT & KUTX Studios -- Podcasts.

MoneywebNOW
Goods news trend continues for SA economy

MoneywebNOW

Play Episode Listen Later Nov 17, 2025 19:49


Independent analyst Jimmy Moyaha unpacks SA's sovereign credit upgrade from S&P and what a positive outlook really signals. Bastian Teichgreeber from Prescient Investment Management cuts through the G20 noise to focus on what's driving local exchange performance. Marriott's Scott Cooper explains how they're positioning portfolios.

The Goods from the Woods
Episode #501 - "Monkey on the Lam" with Kym Kral

The Goods from the Woods

Play Episode Listen Later Nov 14, 2025 101:51


In this episode, Rivers is hangin' out at Disgraceland Studios with comedian and author Kym Kral! We chat about a recent news story out of Mississippi involving a bunch of escaped monkeys ridden with disease and anger issues. Then, we sample a canned mocktail called "IMPROV!" made by a pretty weird guy out of San Diego. Kym takes us on a tour of her Denver suburban town of Littleton, Colorado and Sam shows up right at the end!  Follow Kym on all forms of social media @KymKral. Check out her podcast "Kral Space" and read her book 'Confessions of a Recovering Party Girl'.  Follow the show on Twitter @TheGoodsPod.  Rivers is @RiversLangley  Sam is @SlamHarter  Carter is @Carter_Glascock Subscribe on Patreon for UNCUT video versions of the podcast as well as TONS of bonus content! http://patreon.com/TheGoodsPod Pick up a Goods from the Woods t-shirt here: http://prowrestlingtees.com/TheGoodsPod

The Andrew Parker Podcast
Episode 437, The Andrew Parker Show - O.J. Simpson Evidence of Guilt? Iroc Avelli Alleges He Has the Goods.

The Andrew Parker Podcast

Play Episode Listen Later Nov 14, 2025 41:35 Transcription Available


In Episode 437, Andrew Parker sits down with Iroc Avelli — a man who knew O.J. Simpson for years — and who claims he has recorded admissions by Simpson himself tied to the 1994 murders of Nicole Brown Simpson and Ronald Goldman.In this extraordinary interview, Avelli walks through his history with Simpson, the world surrounding O.J.'s celebrity, and the chain of alleged evidence that he says has been seized and withheld. Andrew asks direct legal questions, challenges the timeline, and explores what is fact, what is allegation, and why this case continues to sit at the intersection of law, crime, public perception — and history.A fascinating conversation that revisits one of the most infamous criminal cases of our lifetime — through the eyes of someone who says he was on the inside.Support the showThe Andrew Parker Show - Politics, Israel & The Law. Follow us on Facebook, LinkedIn, YouTube and X. Subscribe to our email list at www.theandrewparkershow.com Copyright © 2025 The Andrew Parker Show - All Rights Reserved.

RNZ: Nine To Noon
The price of building goods staying stable

RNZ: Nine To Noon

Play Episode Listen Later Nov 13, 2025 9:05


The good news over the cost of building goods.

The Agribusiness Update
More Autonomous Tractors and China Buying More U.S. Goods

The Agribusiness Update

Play Episode Listen Later Nov 12, 2025


Farm advocates may be closer to achieving regulatory changes that would clear the way for wider adoption of autonomous tractors, and after recent meetings between the two countries, China will suspend retaliatory tariffs on U.S. imports, including duties on some farm goods.

The Agribusiness Update
Georgia Young Peanut Grower Award and China Buying More U.S. Goods

The Agribusiness Update

Play Episode Listen Later Nov 12, 2025


Nominations are now open for the Outstanding Georgia Young Peanut Farmer Award, and after recent meetings between the two countries, China will suspend retaliatory tariffs on U.S. imports, including duties on some farm goods.

The Agribusiness Update
More Autonomous Tractors and China Buying More U.S. Goods

The Agribusiness Update

Play Episode Listen Later Nov 12, 2025


Farm advocates may be closer to achieving regulatory changes that would clear the way for wider adoption of autonomous tractors, and after recent meetings between the two countries, China will suspend retaliatory tariffs on U.S. imports, including duties on some farm goods.

Und dann kam Punk
223: Marcel (Schuppenhauer Skated Goods, Have Music Will Travel Book) - Und dann kam Punk

Und dann kam Punk

Play Episode Listen Later Nov 11, 2025 199:00


Christopher & Jobst im Gespräch mit Marcel. Wir reden über Australien-Klischees, Heimat, ein Herr in einer grünen Uniform, eine Seite Toy Dolls, eine Seite Beastie Boys, die ersten 7"s, ein BMX wegen Goonies, Sperrmüll-Funde, Die Blauen Panther, frühe Accept, Jack Arnold-Filme, volles Programm-WDR-Kind, das erste grüne Plastik-Skateboard für 29,95 DM, das topographische San Francisco Deutschlands, Skateboarding is not a crime, die spannende Geschichte von Gator, "Wheels of Fire" von Santa Cruz, Bad Religion auf "No Control"-Tour in Dortmund, das richtige Cro-Mags-Album, mit 15 Straight Edge entdecken, lieber Skaten als zu Go!, Social Unrest gegen Cro-Mags tauschen, Infest covern, kein Frontmann-Material sein, Madball & Merauder waren uninteressant, die Drunk Injuns, das großartige "Echoes of the Stage"-Flyer Buch, "Die letzten Kinder von Schewenborn", Notes from the Underground, Mario Irrek-Sichtung im Bus nach Haan, erst Dauerwelle dann versuchen das zu verfilzen, eigentlich Zimmermann werden wollen, eine Spalt-Tablette rauchen, Neuseeland und Erinnerungen an die erste Kiwi, WWOOF, im Grunde so wie in Bovenden, drei Stunden am Flughafen wegen ACAB Tattoo verhört, Langeweile nach drei Jahren Camphill am Deggenhausertal, Herrmann Hesse am Bodensee lesen, Hut ab für die gute Ute, sich frei fühlen, simply is powerful, Michael J. Roads kennenlernen, Ausbildung zum Body Stress Release Practitioner in Südafrika, einen halben Container an die Sunshine Coast schicken, einen Police Undercover Surveillance Van, Änderungen in der Skilled Migration List, Bali - das Mallorca der Australier, 5 Jahre als Landschaftsgärtner arbeiten, Doppelgarage besetzen und Trockenklo bauen, eine süße amerikanische Ratte, ein kleines Schlangenhotel, DOOF-Festivals, Kultur vermissen, knuffige Huntsman-Spinnen, das Monster-Projekt "Have Music Will Travel", die Sache mit Thees, uvm.Drei Songs für die Playlist: 1) Der wichtigste Skate-Punk-Song aller Zeiten: MCRAD - Weakness2) Ein richtig guter Song einer australischen Band: STIFF RICHARDS - Dig3) Ein aktueller Song, den Marcel gut findet: DEAD PIONEERS - Bad Indian

The Catechism in a Year (with Fr. Mike Schmitz)
Day 314: Goods of Others (2025)

The Catechism in a Year (with Fr. Mike Schmitz)

Play Episode Listen Later Nov 10, 2025 22:25


What does it mean to have respect for the goods of others? Fr. Mike unpacks the Catechism's answer to this question and what it teaches about the seventh commandment in regards to respect for persons and their goods. We learn that it comes down to the dignity of persons and the virtues of temperance, justice, and solidarity. Today's readings are Catechism paragraphs 2407-2414. This episode has been found to be in conformity with the Catechism by the Institute on the Catechism, under the Subcommittee on the Catechism, USCCB. For the complete reading plan, visit ascensionpress.com/ciy Please note: The Catechism of the Catholic Church contains adult themes that may not be suitable for children - parental discretion is advised.

City Cast Portland
Where To Find Pickle Ranch Biscuits, Pink Cabbage, the Best Cup of Coffee, and Other Seasonal Goods

City Cast Portland

Play Episode Listen Later Nov 10, 2025 28:09


Whether you're stocking up on groceries, gifts for the holidays, or just looking for something to do on a Saturday morning, the Portland State University Farmers Market has so much to offer. Some stands only open up for the fall and winter, so you do not want to miss out on all the seasonal goodness. Today on City Cast Portland, we're touring Portland's largest, year-round farmers market with food writer, educator, chef, and “Food Friends” podcast host Sonya Sanford.  Discussed in Today's Episode: ⁠Fire Lily⁠ (formerly⁠ Exilior)⁠ ⁠Enchanted Sun⁠  ⁠Orange and Blossom Patisserie⁠ ⁠Money Bowl⁠ ⁠ROAM⁠   ⁠Mio's Delectables⁠  ⁠Dos Hermanos Bakery ⁠ ⁠Robyn's Craft Bakehouse⁠ ⁠Maxine's⁠ ⁠Bethel Springs Farm⁠ ⁠Sunrise Organic Farm ⁠ ⁠Silly Goose Farms ⁠ ⁠Eloisa Organic Farm ⁠ ⁠The Smokery⁠ ⁠Jacob's Creamery⁠ ⁠Freddy Guys Hazelnuts⁠ ⁠Hot Mama Salsa⁠ ⁠Portland Ashwagandha Farm⁠ ⁠Go on a PSU Market Tour⁠ ⁠Food Friends: Home Cooking Made Easy⁠ Become a member of City Cast Portland today! Get all the details and sign up ⁠here⁠.⁠ ⁠ Who would you like to hear on City Cast Portland? Shoot us an email at ⁠portland@citycast.fm⁠, or leave us a voicemail at ⁠503-208-5448⁠. Want more Portland news? Then make sure to sign up for our morning newsletter, ⁠Hey Portland⁠, and be sure to follow us on ⁠Instagram⁠.  Looking to advertise on City Cast Portland? Check out our options for podcast and newsletter ads at ⁠citycast.fm/advertise⁠. Learn more about the sponsors of this November 10th episode: ⁠Veganizer⁠ ⁠The Watermark⁠ ⁠Visit Walla Walla⁠ ⁠Portland G&E⁠ ⁠Babbel⁠ - Get up to 55% off at Babbel.com/CITYCAST

The NEXT Academy
The Goods: The Giraffe in the Box

The NEXT Academy

Play Episode Listen Later Nov 10, 2025 4:32


The Goods is a new series that delivers wisdom for personal and professional growth. In today's episode, Michael unpacks how a lost stuffed animal and a few creative frontline employees turned a simple customer problem into a story of unforgettable trust. Learn why empowering people at the edge, celebrating thoughtful details, and protecting discretionary effort can quietly define your culture and brand.Enjoy Episode 44 of The Goods. #BeNEXT

The Rock Fight: Outdoor Industry & Adventure Commentary
GOA Connect Discovery Marketplace: 6 Brands That Delivered The Goods

The Rock Fight: Outdoor Industry & Adventure Commentary

Play Episode Listen Later Nov 10, 2025 44:39 Transcription Available


Today on The Rock Fight, Colin, Eoin Comerford, and Producer Dave hit the show floor at GOA Connect and explore their favorite brands and products from the Discovery Marketplace. From coolers to chef-designed backpacking meals (and at least one trail running brand) these are the most exciting things they saw at the outdoor industry's most consequential event.Rugged Road: A foam-first, ultra-light cooler that floats upright.VSSL: From prepper tools to the most over-engineered coffee system ever made.NNormal: Kilian Jornet's performance-meets-design trail running brandLems Shoes: The 15-year “overnight success” building momentum in retail.Thacker NYC: A stylish, urban-inspired brand shaking up outdoor fashion.Luxefly: Gourmet freeze-dried meals created by a celebrity chef (goodbye unwanted freeze dried gas).For The Parting Shot presented by Garage Grown Gear, Colin takes aim at our nation's airport bathrooms (seriously).Thanks for listening! The Rock Fight is a production of Rock Fight, LLC. Sign up for NEWS FROM THE FRONT, Rock Fight's semi-weekly newsletter by heading to www.rockfight.co and clicking Join The Mailing List.Please follow and subscribe to The Rock Fight and give us a 5 star rating and a written review wherever you get your podcasts.Want to pick a fight with The Rock Fight? Send your feedback, questions, and comments to myrockfight@gmail.com.

The Catechism in a Year (with Fr. Mike Schmitz)
Day 313: Ownership of Goods (2025)

The Catechism in a Year (with Fr. Mike Schmitz)

Play Episode Listen Later Nov 9, 2025 21:22


Beginning our look at the seventh commandment, the Catechism focuses on the universal destination of goods and the private ownership of goods. Fr. Mike helps us understand that at first glance, these concepts may seem contradictory, but upon closer inspection, they are paradoxical. Each concept is necessary, and they must be held “in tension”. We have the right to private property, and at the same time, we should have the mindset that we are stewards of our earthly possessions and talents with the intention of using them to benefit others. Today's readings are Catechism paragraphs 2401-2406. This episode has been found to be in conformity with the Catechism by the Institute on the Catechism, under the Subcommittee on the Catechism, USCCB. For the complete reading plan, visit ascensionpress.com/ciy Please note: The Catechism of the Catholic Church contains adult themes that may not be suitable for children - parental discretion is advised.

The Goods from the Woods
Episode #500 - "The Quincentenary" with Mr. Goodnight & Dr. Pat Reilly

The Goods from the Woods

Play Episode Listen Later Nov 7, 2025 142:25


In this episode, ALL of the Goods from the Woods Boys are in the house for the 500th episode of our podcast. First up, Rivers, Sam, and Carter are hangin' out at Disgraceland Studios, chuggin' a retro JOLT Cola, and talkin' about Carter's face being all over the 2025 World Series. We answer questions from our beloved listeners and Three Days Grace's "Animal I Have Become" is our JAM OF THE WEEK! Then, Rivers hops on the Zoom and catches up with our co-host emeriti, Dr. Pat Reilly and the Sepulveda Cowboy himself, Mr. Goodnight! Thank you to every single one of our listeners! We are so happy to bring the show to you each and every week. Y'all are the best.  Follow the show on Twitter @TheGoodsPod.  Rivers is @RiversLangley  Sam is @SlamHarter  Carter is @Carter_Glascock Subscribe on Patreon for the UNCUT video version of this episode as well as TONS of bonus content! http://patreon.com/TheGoodsPod Pick up a Goods from the Woods t-shirt here: http://prowrestlingtees.com/TheGoodsPod

Good Morning Thailand
Good Morning Thailand EP.977 | Typhoon, Flood Risk, New Import Duties on Online Goods! and 390K Krathongs After Quieter Festival Night

Good Morning Thailand

Play Episode Listen Later Nov 7, 2025 12:00


In Thailand video news, Jay covers news stories from across Thailand and Southeast Asia. The stories include a powerful typhoon edges closer to Thailand as the country braces for potential floods, while another deadly storm leaves devastation across the Philippines before hitting Vietnam. Bangkok clears nearly 400,000 krathongs after a calmer Loy Krathong night, the government prepares to tax all imported online goods, and police crack down on two dramatic local incidents — one involving a wheel-lock escape attempt in Pattaya, and another gun-pulled neighbour dispute in Chon Buri over a wandering cat.

Headline News
China's trade in goods grows by 3.6 percent in first ten months

Headline News

Play Episode Listen Later Nov 7, 2025 4:45


Chinese authorities say the country's foreign trade in goods saw a steady growth of 3.6 percent in the first ten months of this year. From January to October, China's imports and exports totaled 37.3 trillion yuan, or 5.2 trillion U.S. dollars.

UAP - Unidentified Alien Podcast
UAP EP 168 Eric Burlison part 2 - Accessing "The Goods" & The Future of DC Disclosure

UAP - Unidentified Alien Podcast

Play Episode Listen Later Nov 6, 2025 36:39


Join Stephen Diener as he concludes his exclusive conversation with Congressman Eric Burlison. What are some things that have shaken Eric during his time investigating the UFO phenomenon? And which big time power player is he trying to team up with in order to see "the goods" that currently remain closed off to him? All of this and so much more is discussed during this episode of UAP...See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Kalilah Reynolds Media

0:00 - Intro0:08- Jamaica Customs says it has temporarily removed Import Duty and GCT on specific goods to support Jamaica's Hurricane Melissa recovery efforts. 0:41 - Meanwhile, Prime Minister Andrew Holness has reinforced a price freeze on retailers to combat price gouging following the passage of Hurricane Melissa.1:12- Tolls to use the island's major highways have been reinstated.1:50- Venezuelan President Nicolas Maduro has announced the immediate suspension of energy agreements with Trinidad and Tobago.2:27 - PayPal inked a deal with OpenAI to have its digital wallet embedded into ChatGPT so users can pay for items found through the AI tool.

The NEXT Academy
The Goods: The Woman on the Bridge

The NEXT Academy

Play Episode Listen Later Nov 4, 2025 4:50


The Goods is a new series that delivers wisdom for personal and professional growth. In today's episode, Michael spotlights Emily Warren Roebling, who stepped into the storm to translate complex engineering into clear action and carry the Brooklyn Bridge to completion. Discover how learning fast, leading without permission, and turning credibility into cadence can hold a mission together when everything's swaying.Enjoy Episode 43 of The Goods. #BeNEXT

On the Ground w Esther Iverem
‘ON THE GROUND’ SHOW FOR OCTOBER 31, 2025: Chris Smalls and Jill Stein Urge Labor Movement to Shut Down Weapons and Goods to Israel… DC Residents Protest ICE and Federal Police in Neighborhoods… Plus Headlines, Federal Workers Line

On the Ground w Esther Iverem

Play Episode Listen Later Oct 31, 2025


The call for a general strike was the most concrete demand coming from the massive no kings day protests. And labor and pro-Palestine advocates are picking up the baton, demanding that unions in the U.S. shut it down and end US weapons and shipments to the apartheid state of Israel. And, after a border patrol agent shoots at man in DC during a routine traffic stop, a coalition of African American and Latinx activists demand that attacks in DC by ice and federal police end immediately.  Plus Headlines, Federal workers line up for food aid, and more...  The show is made possible only by our volunteer energy, our resolve to keep the people's voices on the air, and by support from our listeners. In this new era of fake corporate news, we have to be and support our own media! Please click here or click on the Support-Donate tab on this website to subscribe for as little as $3 a month. We are so grateful for this small but growing amount of monthly crowdsource funding on Patreon. PATREON NOW HAS A ONE-TIME, ANNUAL DONATION FUNCTION! You can also give a one-time or recurring donation on PayPal. Thank you! “On the Ground: Voices of Resistance from the Nation's Capital” gives a voice to the voiceless 99 percent at the heart of American empire. The award-winning, weekly hour, produced and hosted by Esther Iverem, covers social justice activism about local, national and international issues, with a special emphasis on militarization and war, the police state, the corporate state, environmental justice and the left edge of culture and media. The show is heard on three dozen stations across the United States, on podcast, and is archived on the world wide web at https://onthegroundshow.org/  Please support us on Patreon or Paypal. Links for all ways to support are on our website or at Esther Iverem's Linktree: https://linktr.ee/esther_iverem

KASIEBO IS NAKET
Fire Razes Entire Structure and Goods at New Kumasi China City Mall

KASIEBO IS NAKET

Play Episode Listen Later Oct 31, 2025 60:03


A devastating fire has completely destroyed the New China City Mall in Kumasi, consuming the entire structure and all goods within the facility

Thinking Transportation: Engaging Conversations about Transportation Innovations
A New Captain Takes Command of TTI's Center for Ports and Waterways

Thinking Transportation: Engaging Conversations about Transportation Innovations

Play Episode Listen Later Oct 30, 2025 34:28 Transcription Available


Established in 1995 by the Texas Legislature, TTI's Center for Ports and Waterways (CPW) provides valuable applied research and expertise to the Texas Marine Transportation System. Over the past 30 years, CPW's experts have helped public- and private-sector stakeholders improve the efficiency, safety, and cost-effectiveness of waterborne freight at all operational levels. Recently, TTI Senior Research Scientist Jim Kruse, who led the center for 23 years, announced his retirement from TTI. To succeed him as director, the Institute named Vince Mantero, formerly director of the Office of Ports and Waterways Planning in the U.S. Department of Transportation Maritime Administration. Mantero brings to the job more than 25 years of experience in maritime and freight policy, planning and program management. Allan sits down with the CPW's captains, past and present, to discuss the transition, the importance of waterborne freight in the twenty-first century, and what lies ahead in the area of waterways research. | See the related story on the change in leadership

The Goods from the Woods
Episode #499 - "Ghosts & Monsters 6" with Kyle Clark

The Goods from the Woods

Play Episode Listen Later Oct 29, 2025 115:52


HAPPY HALLOWEEN, Y'ALL! In this episode, Rivers is hangin' out with comedian and comic book man extraordinaire Kyle Clark! Tonight we're taking a haunted tour through the deep woods, desolate fields, and dark alleys of the intersection of the American South and the Midwest. First, we go to the haunted prairies of the Sunflower State! Kansas has LOTS of haunted pizzerias, a minotaur named "Bullsquatch", multiple headless horsemen, and no shortage of real-life maniacs. Then, we take a trip across the river to Missouri! The Show Me State features an unpopular cryptid named "Momo", several ghosts of actors who died in their costumes, and penguins from outer space! AC/DC's "Highway to Hell" is our JAM OF THE WEEK! Tune in now! Follow Kyle Clark on all forms of social media @KyleClarkIsRad and check out his new comic "Huzzah!" on his Substack. Follow the show on Twitter @TheGoodsPod. Rivers is @RiversLangley Sam is @SlamHarter Carter is @Carter_Glascock Subscribe on Patreon for the UNCUT video version of this episode as well as TONS of bonus content! http://patreon.com/TheGoodsPod Pick up a Goods from the Woods t-shirt here: http://prowrestlingtees.com/TheGoodsPod Most of tonight's stories were sourced from this AMAZING website: https://www.theshadowlands.net

The Goods: A Film Podcast
Disturbing Behavior (1998) - Man door hand hook car door

The Goods: A Film Podcast

Play Episode Listen Later Oct 29, 2025 105:31


Dan and Brian continue their annual tradition of watching a late '90s teen horror movie in October with Disturbing Behavior, a largely panned and forgotten film starring James Marsden, Katie Holmes, and Nick Stahl. Join as they debate the general appeal of horror movies and the spooky season spirit, then dig into the movie of the week. They discuss the film's controversial editing history, its slightly confusing and ironic messaging, its TV connections and feeling, nighttime shooting, and its many connections to past Goods picks. Dan's movie reviews: http://thegoodsreviews.com/ Subscribe, join the Discord, and find us on Letterboxd: http://thegoodsfilmpodcast.com/

World Outreach Church
You've Got The Goods | Larry Keeton

World Outreach Church

Play Episode Listen Later Oct 29, 2025 37:23


Everything you need to fulfill your calling is already inside you. Learn to leverage your gifts for God's plans and purposes!

The Etsy Seller Podcast
Amazon Listing Secrets Only Top Sellers Know | ft. Sean Stone

The Etsy Seller Podcast

Play Episode Listen Later Oct 28, 2025 41:53


Want to rank #1 on Amazon and turn your listings into consistent bestsellers? For that and more, follow us here and subscribe to our YouTube channel!In this episode of Built Online, we sit down with Sean Stone, founder of Stone's Goods and YouTuber teaching Amazon sellers how to master SEO, PPC, and product rankability. Sean breaks down the exact strategies behind organic ranking, how to optimize listings for conversion, and the paid ad structure that keeps your products visible, profitable, and growing. ------------SEAN STONE:- YouTube: https://www.youtube.com/@sean_stone_amazon_tutorials- Website: https://www.stonesgoods.com/- LinkedIn: https://www.linkedin.com/in/sean-stone/------------

Capitol City Baptist Church
The War Over The Goods

Capitol City Baptist Church

Play Episode Listen Later Oct 28, 2025 44:00


The Goods from the Woods
Episode #498 - "Fare Thee Unwell" with Blake Hamilton

The Goods from the Woods

Play Episode Listen Later Oct 27, 2025 87:26


In this episode, the Goods from the Woods Boys are THRILLED to welcome our ol' pal, comedian and actor Blake Hamilton! We start things off with an "ultra hydration" drink courtesy of the "Call Her Daddy" podcast crew. The drink is called "UNWELL" and it's literally just seawater. We also talk about Unwell's other partner, the always reliably evil Nestlé Corporation. Next, we take a spooky stroll through Blake's hometown of Huntsville, Alabama. We go through the EXTRA CREEPY YouTube comments left on The Police's classic hit "Every Breath You Take." Tune in now! You're in for a great time! Follow Blake on social media @Blake__Hamilton Follow our show @TheGoodsPod on absolutely everything! Rivers is @RiversLangley Sam is @SamHarter666 Carter is @Carter_Glascock Subscribe on Patreon for an UNCUT video version of the show as well as HOURS of bonus content! http://patreon.com/TheGoodsPod Pick up a Goods from the Woods t-shirt at: http://prowrestlingtees.com/TheGoodsPod

The NEXT Academy
The Goods: The 20 Mile March

The NEXT Academy

Play Episode Listen Later Oct 27, 2025 4:07


The Goods is a new series that delivers wisdom for personal and professional growth. In today's episode, Michael contrasts Amundsen's steady, disciplined push to the South Pole with Scott's surge-and-stall approach to reveal why boring consistency beats heroic bursts. Learn how setting non-negotiable daily targets, banking rest on easy days, and designing for real conditions can compound into winning results.Enjoy Episode 42 of The Goods. #BeNEXT

Life Conversations with a Twist
Business Bravery Hacks: Simple Ways to Lead Boldly with Cerys Goodall

Life Conversations with a Twist

Play Episode Listen Later Oct 23, 2025 41:02 Transcription Available


"Be brave. You have nothing to lose… All you have to do is say ‘yes, why not me?', and go for it, because more doors will open to you than you could ever imagine." —Cerys GoodallSome days, running a business feels like you're juggling too much and still falling behind. The pressure to do it all, be everywhere, and never drop the ball is real—and it's exhausting. But there's a smarter, braver way to build success that doesn't require perfecting it all and burning out.From biotech labs to NASA missions, Cerys Goodall discovered her gift not only in building teams or launching tech, but in championing people and guiding leaders through their toughest transitions. Now, as the founder of The Goods, Cerys helps founders and CEOs find their footing when the ground shifts, showing that real progress comes from daring to say yes, embracing imperfection, and holding tight to your values.  Join Heather and Cerys for a friendly chat about outsourcing what drains you, finding business bravery, leading with real values, supporting women and parents, embracing flexible work, and practical consulting advice. Connect with Heather: WebsiteFacebook InstagramLinkedInEpisode Highlights:01:43 Supporting Women and Parents in the Workplace10:22 Navigating the Tech to Consulting Space16:59 Opportunities in Tech24:39 Building Values-Based Businesses 28:54 Advice for Small Business Owners32:54 The Role of Consultants in Business Growth36:57 Take the Brave Path

Decoding Westworld
Bonus Ep: 'Task' Season 1 Delivered the Goods (with Kit Lazer)

Decoding Westworld

Play Episode Listen Later Oct 22, 2025 69:33


In this Decoding TV bonus episode, David is joined by Kit Lazer to discuss the season finale of Task.What made us love this show? Is it really too bleak for general audiences? What did the show do best? And what were some of its most memorable moments and characters? Listen to hear us discuss these questions and more.Links:Follow Kit on TiktokFollow Kit on InstagramFollow Kit on YouTubeSubscribe to this podcast on YouTubeFollow this podcast on InstagramFollow this podcast on TiktokSubscribe to David's free newsletter, Decoding EverythingFollow David on InstagramFollow David on Tiktok Hosted on Acast. See acast.com/privacy for more information.

CNBC's
Walmart Selling Fake Goods, A CNBC Investigation 12/22/25

CNBC's "On the Money"

Play Episode Listen Later Oct 22, 2025 1:23


Your 60-second money minute. Today's topic: Walmart Selling Fake Goods, A CNBC Investigation Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Keeping up with the Nerds's Podcast
Stranger Things Continues to Tease... Just Give Us the Goods! | Keeping Up with the Nerds Issue #269

Keeping up with the Nerds's Podcast

Play Episode Listen Later Oct 22, 2025 108:46


SHOW US SOME LOVE BY SUBSCRIBING TO OUR PATREON! patreon.com/KeepingUpWithTheNerds   We partnered with Dubby to bring you your new favorite energy drink!  Check out dubby.gg and use code "KEEPUPNERD" for 10% off your next order.   As Halloween looms and inches closer and closer with every passing day, The Nerds get into the festivities of the month with some bewitching conversations.  From their favorite horror films to their not-so-favorite, this issue has some ghoulishly good recommendations for those looking for a spooky time.  For those looking at the title and wondering, "Why Stranger Things?  We still have a ways to go!", you're right!  We do, but The Nerds have taken a look at what has been teased and are wondering, will this be the series finale be amongst the best, or will it go the way of Game of Thrones and become lost in its darkness?   This Issue is Brought to You by: Bryan Quevedo, Rene Bravo & Nick Valero   Podcasts can also be found here! YouTube: https://tinyurl.com/y6luw7uq Spotify: https://tinyurl.com/y4q64run Apple Podcasts: https://tinyurl.com/y4ztkn2o   Follow us on our socials! Instagram: https://www.instagram.com/keepingwiththenerds/ Twitter: https://twitter.com/KeepitNerds Ask us questions and leave us a like and comment! Don't forget to subscribe and leave a follow!

Rocker Dog Podcast
Dave Rublin - American Authors

Rocker Dog Podcast

Play Episode Listen Later Oct 21, 2025 22:02


This week we're joined by Dave Rublin of the band American Authors who introduces us to his rescued Australian Shepherd/Husky mix Eevee who the universe gifted to him in the Spring of 2024. Dave recounts his journey from cat guy to eventual dog foster fail, how Eevee is a lot more chill than your typical Aussie, her encounter with a possum and much, much more. Another great talk from an engaging dog Dad.Catch American Authors live on one of their last three concert dates of 2025. They'll be in Skokie, IL November 25, Vail, CO December 5 and Denver, CO December 6. For more info go to ⁠weareamericanauthors.com⁠Dave gave his shout outs to Metro Animal Care & Control (MACC) Nashville who are committed to the delivery of humane and responsive animal care and control services to and for the residents and animals of Nashville-Davidson County. They work to help domestic animals find caring homes, decrease over-population of cats and dogs through spaying and neutering, support widespread rabies vaccinations, and promote responsible pet ownership. To adopt, foster, volunteer or donate visit ⁠MACC⁠.For a good vet experience go to Mobley Veterinary Clinic who are a full-service veterinary office, offering state-of-the-art testing and diagnostics, an array of advanced care, routine and advanced surgical procedures, and many other services to provide your pet with the best possible care. To make an appointment go to ⁠mobleyveterinaryclinic.com⁠For pet treats, supplies and dog wash check out both ⁠Wags & Whiskers⁠ and ⁠Spots⁠ in East Nashville.And for the best pup cup according to Eevee bring your pup along to ⁠Mr Aaron's Goods⁠. For more pics and clips of Dave and Eevee follow the show on Instagram at ⁠@rockerdogpodcast⁠

The NEXT Academy
The Goods: The Map and The Handle

The NEXT Academy

Play Episode Listen Later Oct 20, 2025 3:53


The Goods is a new series that delivers wisdom for personal and professional growth. In today's episode, Michael follows John Snow through cholera-stricken London as his street-level data and a simple act—removing a pump handle—turn fear into facts and action. Learn how going to the ground, visualizing truth, and making one decisive move can spark systemic fixes that last.Enjoy Episode 41 of The Goods. #BeNEXT

Al Jazeera - Your World
Some goods return to Gaza markets, Afghanistan-Pakistan tensions

Al Jazeera - Your World

Play Episode Listen Later Oct 18, 2025 2:18


Your daily news in under three minutes. At Al Jazeera Podcasts, we want to hear from you, our listeners. So, please head to https://www.aljazeera.com/survey and tell us your thoughts about this show and other Al Jazeera podcasts. It only takes a few minutes! Connect with us: @AJEPodcasts on X, Instagram, Facebook, and YouTube

The Goods from the Woods
Episode #497 - "Yoga Cop" with Lisa Chanoux

The Goods from the Woods

Play Episode Listen Later Oct 16, 2025 107:18


In this episode, Rivers and Sam are THRILLED to welcome comedian Lisa Chanoux to the show. We kick things off with a discussion about the recent, boring movies from The Rock and Jared Leto. Next, the we try out an energy drink called "DNA," whose CEO also owns a company called "Grinder," but, like, not that one. We take a look at a Silicon Valley mogul's mysterious closed-door lectures on the Antichrist, and Lisa gives us a tour of her hometown, El Paso, Texas. Speaking of Texas, ZZ Top's "Sharp Dressed Man" is our JAM OF THE WEEK. Tune in, folks. You're gonna love it! Follow Lisa Chanoux on all forms of social media @LisaChanoux and go see Chatterbox Comedy Night every Sunday night at The Chatterbox in Covina, California.  Follow our show @TheGoodsPod on absolutely everything!  Rivers is @RiversLangley  Sam is @SamHarter666 Carter is @Carter_Glascock  Subscribe on Patreon for an UNCUT video version of the show as well as HOURS of bonus content! http://patreon.com/TheGoodsPod Pick up a Goods from the Woods t-shirt at: http://prowrestlingtees.com/TheGoodsPod 

Rumor & Innuendo
Did AEW Deliver The Goods Before WrestleDream?

Rumor & Innuendo

Play Episode Listen Later Oct 16, 2025 34:18


F*%k your khakis and get The Perfect Jean 15% off with the code RVD15 at ⁠theperfectjean.nyc⁠⁠/RVD15⁠ #theperfectjeanpod Learn more about your ad choices. Visit megaphone.fm/adchoices

The Goods from the Woods
Episode #496 - "Town Genius" with Carly Garber

The Goods from the Woods

Play Episode Listen Later Oct 12, 2025 109:54


In this episode, the Goods from the Woods Boys are THRILLED to welcome comedian and writer Carly Garber to the show! The gang kicks things off by trying a unique peach and oolong-flavored Pepsi from China. Then we talk about a contest Pepsi held in the Philippines during the early ‘90s, which resulted in riots and the deaths of five people. We also dive into the recent story of the "Q-Anon Shaman," infamous for his role in the January 6th insurrection, and his wild new $40 trillion lawsuit against Donald Trump and James Cameron. Rivers shares the very strange tale of the "Mad Gasser of Mattoon, Illinois," and this week's JAM OF THE WEEK is A Flock of Seagulls' 80s classic "I Ran (So Far Away)". Tune in now, folks, it's a good one! Follow Carly on all forms of social media @CarlyJGarber.  Follow our show @TheGoodsPod on absolutely everything!  Rivers is @RiversLangley  Sam is @SlamHarter  Carter is @Carter_Glascock  Subscribe on Patreon for an UNCUT video version of the show as well as HOURS of bonus content! http://patreon.com/TheGoodsPod Pick up a Goods from the Woods t-shirt at: http://prowrestlingtees.com/TheGoodsPod 

In A Vacuum (A Peter Overzet Pod)

This week's Bash features some familiar faces, a long-suffering Bengals fan, and a spicy Canadian custodian who wins us all over before heading to work.

The John Batchelor Show
Joseph Sternberg details China's economic "pickle," resulting from the property bubble collapse and failure of its export-led model. The subsequent glut of goods risks deflation, which Beijing calls "involution," dangerously exacerbat

The John Batchelor Show

Play Episode Listen Later Oct 8, 2025 11:32


Joseph Sternberg details China's economic "pickle," resulting from the property bubble collapse and failure of its export-led model. The subsequent glut of goods risks deflation, which Beijing calls "involution," dangerously exacerbating vast debt problems. He notes that Xi Jinping resists market-led "creative destruction," prioritizing state control. Sternberg then analyzes London protests, concluding they are motivated by anti-Semitism and anti-Israel sentiment, irrespective of the Gaza peace talks. PM Starmer calling the protests "unbritish" reflects the government's difficulty in addressing these issues legally 1910 SHIPWRECKED

The John Batchelor Show
Joseph Sternberg details China's economic "pickle," resulting from the property bubble collapse and failure of its export-led model. The subsequent glut of goods risks deflation, which Beijing calls "involution," dangerously exacerbat

The John Batchelor Show

Play Episode Listen Later Oct 8, 2025 6:18


Joseph Sternberg details China's economic "pickle," resulting from the property bubble collapse and failure of its export-led model. The subsequent glut of goods risks deflation, which Beijing calls "involution," dangerously exacerbating vast debt problems. He notes that Xi Jinping resists market-led "creative destruction," prioritizing state control. Sternberg then analyzes London protests, concluding they are motivated by anti-Semitism and anti-Israel sentiment, irrespective of the Gaza peace talks. PM Starmer calling the protests "unbritish" reflects the government's difficulty in addressing these issues legally 1910 HALIBUT ALASKA

Ben Franklin's World
422: Plantation Goods: How Northern Industry Fueled Slavery

Ben Franklin's World

Play Episode Listen Later Oct 7, 2025 72:45


When we talk about slavery in Early America, we often focus on plantations: their large, fertile fields, their cash crops, and the people who labored on those fields to produce those cash crops under conditions of enslavement. But what about the ordinary objects that made slavery work? The shoes, axes, cloth, and hoes? What can these everyday objects reveal about the economic and social systems that sustained slavery in the early United States?  Seth Rockman, a Professor of History at Brown University and author of Plantation Goods: A Material History of Slavery, which was a finalist for the 2025 Pulitzer Prize in History, joins us to rethink how Northern manufacturing, labor, and commerce were entangled with the southern slave economy. Seth's Website | Book |Show Notes: https://www.benfranklinsworld.com/422 RECOMMENDED NEXT EPISODES

Ben Franklin's World
422 Plantation Goods: How Northern Industry Fueled Slavery

Ben Franklin's World

Play Episode Listen Later Oct 7, 2025 70:06


When we talk about slavery in Early America, we often focus on plantations: their large, fertile fields, their cash crops, and the people who labored on those fields to produce those cash crops under conditions of enslavement. But what about the ordinary objects that made slavery work? The shoes, axes, cloth, and hoes? What can these everyday objects reveal about the economic and social systems that sustained slavery in the early United States? Seth Rockman, a Professor of History at Brown University and author of Plantation Goods: A Material History of Slavery, which was a finalist for the 2025 Pulitzer Prize in History, joins us to rethink how Northern manufacturing, labor, and commerce were entangled with the southern slave economy. Seth's Website | Book | Show Notes: https://www.benfranklinsworld.com/422 RECOMMENDED NEXT EPISODES

Ditch Digger CEO with Gary Rabine
#125 How to Compete Against Giants Without Losing Your Soul w/ Dave Bolotsky, Founder & CEO, Uncommon Goods

Ditch Digger CEO with Gary Rabine

Play Episode Listen Later Oct 7, 2025 100:27


Download Gary's 13 Keys to Creating a Multi-Million Dollar Business from https://www.DitchDiggerCEO.com/Dave Bolotsky (@UncommonGoods) is the founder and CEO of Uncommon Goods, a pioneering online marketplace known for its handcrafted, ethically made products and its people-first business model. A former Goldman Sachs retail analyst who traded spreadsheets for storytelling, Dave built Uncommon Goods from his New York apartment into one of the most values-driven eCommerce companies in America.In this conversation with Gary Rabine, Dave shares the lessons he learned from icons like Sam Walton and Bernie Marcus, how he survived the dot-com crash, and why he believes business can — and must — be both profitable and purposeful.In this episode, Gary and Dave discuss:Building a business from the ground up with grit, values, and zero outside fundingHow to lead through crisis — and why firing people taught him his most powerful leadership lessonThe culture of ownership: why Dave meets every new hire and gives employees a stake in successCompeting with Amazon through creativity, relationships, and exclusivityThe enduring impact of purpose-driven leadership and “shared prosperity”LinkedIn: https://www.linkedin.com/in/dave-bolotsky/  Website: https://www.uncommongoods.com/  Facebook: https://www.facebook.com/uncommongoods/  X: https://x.com/uncommongoods Connect with Gary Rabine and DDCEO on: Website: https://www.DitchDiggerCEO.com/ Instagram: https://www.instagram.com/DitchDiggerCEOTikTok: https://www.tiktok.com/@ditchdiggerceopodcast Facebook: https://www.facebook.com/DitchDiggerCEOTwitter: https://twitter.com/DitchDiggerCEO YouTube: https://www.youtube.com/@ditchdiggerceo

Thoughts on the Market
Will U.S. Inflation Slow in 2026?

Thoughts on the Market

Play Episode Listen Later Oct 1, 2025 13:22


In the second of a two-part episode, Morgan Stanley's chief economists talk about their near-term U.S. outlook based on tariffs, labor supply and the Fed's response. They also discuss India's path to strong economic growth.Read more insights from Morgan Stanley.----- Transcript ----- Seth Carpenter: Welcome to Thoughts on the Market. I'm Seth Carpenter, Morgan Stanley's Global Chief Economist. Yesterday I sat down with my colleagues, Mike Gapen, Chetan Ahya and Jens Eisenschmidt, who cover the U.S., Asia, and Europe respectively. We talked about... Well, we didn't get to the U.S. We talked about Asia. We talked about Europe. Today, we are going to focus on the U.S. and maybe one or two more economies around the world. It's Wednesday, October 1st at 10am in New York. Jens Eisenschmidt: And 4pm in Frankfurt. Chetan Ahya: And 10 pm in Hong Kong. All right, gentlemen. So yesterday we talked a lot about China, the anti-involution policy, and what's going on with deflation there. Talked a little bit about Japan and what the Bank of Japan is doing. We shifted over to Europe and what the ECB is doing there – there were lots of questions about deflation, disinflation, whether or not inflation might actually pick up in Japan. So, [that] was all about soft inflation. Mike, let me put you on the spot here, because things are, well, things are a little bit different in the U.S. when it comes to inflation. A lot of attention on tariffs and whether or not tariffs are going to drive up inflation. Of course, inflation, the United States never got back to the Fed's target after the COVID surge of inflation. So, where do you see inflation going? Is the effect of tariffs – has that fully run its course, or is there still more entrained? How do you see the outlook for inflation in the U.S.? Michael Gapen: Yeah, certainly a key question for the outlook here. So, core PCE inflation is running around 2.9 percent. We think it can get towards 3, maybe a little above 3 by year end. We do not think that the economy has fully absorbed tariffs yet; we think more pass through is coming. The President just announced additional tariffs the other day. We had them factored into our baseline. I think it's fair to say companies are still figuring out exactly how much they can pass through to consumers and when. So, I think the year-on-year rate of inflation will continue to move higher into year end. Hit 3 percent, maybe a little bit above. The key question then is what happens in 2026. Is inflation driven by tariffs transitory – the famous T word; and the year-on-year rate of inflation will come back down? That's what the Fed's forecast thinks; we do as well. But as everyone knows, the Fed has started to ease policy to support the labor market. The economy has performed pretty well, so there's a risk maybe that inflation doesn't come down as much next year. Seth Carpenter: Alright, so tariffs are clearly a key policy variable that can affect inflation. There's also been immigration restriction, to say the least, and what we saw coming out of COVID – when people were reluctant to go back to work, and businesses were reporting lots of shortages of workers – is that in certain services industries, we saw some pressure on prices. So, tariffs mostly affect consumer goods prices. Is there a contribution from immigration restriction onto overall inflation through services? Michael Gapen: I think the answer is yes; and I hesitate there because it's hard to see it in real time. But it is fair to say the average immigrant in the U.S. is younger. They have higher rates of labor force participation. They tend to reside in lower income households. So, they're labor supply heavy in terms of their effect on the economy. And yes, they tend to have larger relative presence in construction and manufacturing. But in terms of numbers, a lot of immigrants work in the service sector, as you note. And services inflation has been to the upside lately, right? So, the surprise has been that goods inflation maybe hasn't been as strong. The pass through from tariffs has been weaker. But in terms of upside surprises in inflation, it's common services and in many cases, non-housing related services. So, I'd say there's maybe some nascent signs that immigration controls may be keeping services prices firmer than thought. But may be hard to tie that directly at the moment. So, it's easier to say I think immigration controls may prevent inflation from coming down as much next year. It's not altogether clear how much they're pushing services inflation up. I think there's some evidence to support that, and we'll have to see whether that continues. Seth Carpenter: Alright, so we're seeing higher costs and higher prices from tariffs. We're seeing less labor supply when it comes to immigration. Those seem like a recipe for a big slowdown in growth, and I think that's been your forecast for quite some time – is that the U.S. was going to slow down a lot. Are we seeing that in the data? Is the U.S. economy slowing down or is everything just fine? How are you thinking about it? And what's the evidence that there's a slowdown and what are maybe the counterarguments that there's not that much of a slowdown? Michael Gapen: Well, I think that the data doesn't support much of a slowdown. So yes, the economy did moderate in the first half of the year. I think the smart thing to do is average through Q1 and Q2 outcomes [be]cause there was a lot of volatility in trade and inventories. If you do that, the economy grew at about a 1.8 percent annualized rate in the first half of the year, down from about 2.5 percent last year. So, some moderation there, but not a lot. We would argue that that probably isn't a tariff story. We would've expected tariffs and immigration policies to have greater downward pressure on growth in the second half of the year. But to your question, incoming data in the third quarter has been really strong, and we're tracking growth somewhere around 3 percent right now.So, there's not a lot of evidence in hand at present that tariffs are putting significant downward pressure on growth. Seth Carpenter: So those growth numbers that you cite are on spending, which is normally the way we calculate things like GDP, consumption spending. But the labor market, I mean, non-farm payroll reports really have been quite weak. How do you reconcile that intellectual tension on the one hand spending holding up? On the other hand, that job creation [is] pretty, pretty weak. Michael Gapen: Yeah. I think the way that we would reconcile it is when we look at the data for the non-financial corporate sector, what appears to be clear is that non-labor costs have risen and tariffs would reside in that. And the data does show that what would be called unit non-labor costs. So, the cost per unit of output attributable to everything other than labor that rose a lot. What corporates apparently did was they reduced labor costs. And they absorbed some of it in lower profitability. What they didn't do was push price a lot. We'll see how long this tension can go on. It may be that corporates are in the early stages of passing through inflation, so we will see more inflation further out in a slowdown in spending. Or it may be that corporates are deciding that they will bear most of the burden of the tariffs, and cost control and efficiencies will be the order of the day. And maybe the Fed is right to be worried about downside risk to employment. So, I reconcile it that way. I think corporates have absorbed most of the tariff shock to date, and we're still in the early stages of seeing whether or not they will be able to pass it along to consumers. Seth Carpenter: All right, so then let's think about the Fed, the central bank. Yesterday, I talked to Chetan about the Bank of Japan. There reflation is real. Talked to Jens yesterday about the ECB where inflation has come down. So, those other developed market economies, the prescriptions for monetary policy are pretty straightforward. The Fed, on the other hand, they're in a bit of a bind in that regard. What do you think the Fed is trying to achieve here? How would you describe their strategy? Michael Gapen: I would describe their strategy as a recalibration, which is, I think, you know, technical monetary policy jargon for – where their policy stance is now; is not correct to balance risks to the economy. Earlier this year, the Fed thought that the primary risk was to persistent inflation. Boy, the effective tariff rate was rising quickly and that should pass due to inflation. We should be worried about upside risk to inflation. And then employment decelerated rapidly and has stayed low now for four consecutive months. Yes, labor supply has come down, but there's also a lot of evidence that labor demand has come down. So, I think what the Fed is saying is the balance of risks have become more balanced. They need to worry about inflation, but now they also need to worry about the labor market. So having a restrictive policy stance in their mind doesn't make sense. The Fed's not arguing – we need to get below neutral. We need to get easy. They're just saying we probably need to move in the direction of neutral. That will allow us to respond better if inflation stays firm or the labor market weakens. So, a recalibration meaning, you know, we think two more rate cuts into year end get a little bit closer to neutral, and that puts them in a better spot to respond to the evolving economic conditions. Seth Carpenter: All right. That makes a lot of sense. We can't end a conversation this year about the Fed, though, without touching on the fact that the White House has been putting a lot of pressure on the Federal Reserve trying to get Chair Powell and his committee to push interest rates substantially lower than where they are now. Michael Gapen: You've noticed? Seth Carpenter: I've noticed. From my understanding, a lot of people in markets have noticed as well. There's been some turnover among policy makers. We have a new member of the Board of Governors of the Fed. This discussion about Federal Reserve independence. How do you think about it? Is Chair Powell changing policy based on political pressure? Michael Gapen: I don't think so. I think there's enough evidence in the labor market data to support the Fed's shift in stance. We have certainly highlighted immigration controls, what they would mean for the labor force. And how that means even a slowing, growing economy could keep the unemployment rate low. But it's also fair to say labor demand has come down. If labor demand were still very strong, you might see job openings higher, you might see vacancies higher. You may even see faster wage growth. So, I think the Fed's right to look at the labor market and say, ‘Okay, on the surface, it looks like a no hire, no fire labor market. We can live with that, but there are some layoffs underneath. There are signs of weakness. Slack is getting created slowly.' So, I think the Fed has solid ground to stand on in terms of shifting their view. But you're right, that looking forward into 2026 with the end of Powell's term as chair and likely turnover in other areas of the board. Whether the Fed maintains a conventional reaction function or one that's perhaps more politically driven remains an open question – and I think is a risk for investors. Seth Carpenter: I want to change things up a lot here. Chetan, yesterday you and I talked about China. We talked about Japan. Two really big economies that I think are well known to investors.Another economy in Asia that you cover is India. For a long time, we have said India was going to be the fastest growing major economy in the world. Do you still see it to be the case? That India's got a really bright growth outlook? And in the current circumstance with tariffs going on, how do you think India is fairing vis-a-vis U.S. tariffs? Chetan Ahya: So yes, Seth, we are still optimistic about India's growth outlook. Having said that, you know, there are two issues that the economy has been going through. Number one is that the domestic demand had slowed down because of previous tightening of fiscal and monetary policies. And at the same time, we have now seen this trade tensions, which will slow global trade. But also, directly India will be affected by the fact that the U.S. has imposed 50 percent tariff on close to 60 percent of India's exports to the U.S. So, both these issues are affecting the outlook in the near term. We still don't have clarity on what happens on trade tensions, but what we have seen is that the government has really worked quite hard to get the economy going from domestic demand perspective. And so, they have taken up three sets of policy actions. They have reduced household income tax. The central bank has cut interest rates because inflation has been in control. And at the same time, they have now just recently announced reduction in Goods and Services Tax, which is akin to like consumption tax. And so, these three policy actions together we think will drive domestic demand growth from the fourth quarter of this year itself. It will still be not back up to strong growth levels. And for that we still need that solution to trade policy uncertainty. But I think there will be a significant recovery coming up in the next few months. Seth Carpenter: All right. Thanks for that, Chetan. It's such an interesting story going on there in India. Well, Michael, Chetan, thank the three of you for joining me today in this conversation. And to the listeners, thank you for listening. If you enjoy this show, please leave us a review wherever you listen and share Thoughts on the Market with a friend or a colleague today.