Podcasts about Hedge

We continue into the year 1917! This time, our focus is not on tactics, strategy, weapons and stuff but on the epochal events of the Russian Revolution and the American entry into the war.Download the episode!Our Patreon page at patreon.com/boiledleatheraudiohour.TorrentOur iTunes page.Previous episodes.Podcast RSS feed.Stefan's blog.Jim's blogJim on Twitter.

Tom welcomes back David Brady, CEO, and Co-Founder of Global Pro Traders to discuss the current financial picture. He believes this is the last pull back before a big take off in gold, silver, platinum, and miners. Hedge funds are massively short bonds in particular the 10-year, and the banks are on the opposite side of that trade. History shows that banks are almost always the winners. He provides a few targets he anticipates in the next run. David believes we will get a deflationary event at some point in the near future. By the end of the year, he feels a depressionary scenario is likely, with soaring unemployment, bankruptcies, credit card debt, and auto reposessions. Real estate is stagnating, and the banking crisis is worsening. The Fed will cut rates and print, but that might not save the markets this time. We could be looking at a controlled demolition of the economy, with most sectors going down. Prices for necessities will skyrocket, and there won't be many places to put your money. David believes a mind-shift is occurring in the public with regards to gold and confidence in currencies. We're seeing talk about fertilizers being bad for the environment and the purchasing of farms in the Netherlands. If the politicians don't agree on the debt ceiling agreement, all hell could break loose. The Fed would have to restart the printers as the debt rating falls. We can't just keep borrowing while devaluing the currency, which means some sort of financial reset is inevitable. You want to be in assets proven to hold value through time. Time Stamp References:0:00 - Introduction0:42 - Unease & Crises10:38 - Flash Crash Potential?19:00 - Interest in Gold?21:56 - Inflationary Event26:12 - COT Report Trends29:10 - Debt Ceiling Theatrics40:03 - Europe & Dollar Dynamics43:14 - Dollar & Gold Movement47:15 - Reality & Growth Goals54:30 - Concluding Thoughts Talking Points From This Episode Hedge funds are short bonds while banks are long; who will be right.A great recession is a risk in which prices for necessities will skyrocket.We are facing a financial reset, and why the best bet is to invest in assets proven to hold value. Guest Links:Twitter: https://twitter.com/globalprotraderSprott Money: https://www.sprottmoney.com/writersSilver Chartist: https://silverchartist.com David Brady has managed money for banks and businesses for 25 years. Mr. Brady is a CFA charter holder and holds a bachelor's degree in Business Studies and Financial Markets from Dublin City University. He started as a foreign currency trader in USD/DEM and managed multi-billion dollar bond and foreign exchange portfolios for multinationals such as eBay and Salesforce. He has always been interested in financial markets, winning investment competitions at the age of 15. Scoring the highest grade for his graduate thesis, "Is the ERM (Exchange Rate Mechanism) Fatally Flawed," in 1993, and won foreign currency spot, forward, and bond trading competitions at 23. Suffice to say that financial markets have been his passion for much of his life. David is a native of Dublin, Ireland. He moved to the United States in 1998 and now lives in Ontario, Canada, since 2015, with his wife and four kids.

Andrew did something regrettable to his landscaping yesterday. Luke is impressed with a man who cleans compost toilets for a living and hates the work as much as we would. And a Seattle pizza institution is going to start using flying drones to deliver orders. 

This week, on WealthTech Unwrapped, Ned and Scott Treloar, Chief Investment Officer at Noviscient, discuss what is wrong with wealth management today and how it could be made better in the future through technological advancements.Key Takeaways:1) In investment management, the customer is considered a resource however, we should change this mindset and create an orientation where customers are central. This could be achievable thanks to the availability of WealthTech and digital-first firms.2) Hedge fund firms and managers are stuck with frictional costs due to outdated processes. The best way to improve this could also be to adopt a digital approach.Tune in as they discuss elaborate on a digital first model  and how it could free the wealth management industry of its common pain points, keeping it up to speed for firms and investors of the future.

THE KELLY CARDENAS PODCAST PRESENTS Justin Freishtat is a hedge fund manager and investor.  The first decade of his professional life was spent building Heartland Foods which is the #1 Farm-to-Table Food Service on the east coast. The company had generated $87 million in gross revenue when the business was acquired by a private equity firm in early 2022. Now, Justin is a Managing Partner at Kerns Capital with assets under management in excess of $15 million. This hedge fund is growing rapidly and has produced substantial profits for investors with a proven track record of targeting 2-6% MONTHLY returns for investors using algorithmic and swing trading strategies. As an investor, Justin and his partners have also amassed a multifamily real estate portfolio comprised of 1674 units across 5 states. Thank you to our sponsors ⁠THE VIBE ROOM⁠ Be sure to check out my new audiobook ⁠SUCCESS LEAVES CLUES⁠ (THE 7 P'S THAT CAN SHIFT YOUR REALITY) ⁠PRIVATE MONEY CLUB⁠  USE CODE - KELLY500 ⁠MONEY SCHOOL⁠ ⁠TABLE ONE HOSPITALITY⁠ ⁠RAVEN DRUM FOUNDATION⁠ ⁠THE MINA GROUP⁠ ⁠SECRET KNOCK⁠ ⁠FAMECAST⁠ ⁠Findlay Volvo Las Vegas⁠ ⁠Samaritans Feet⁠ ⁠Cardenas Law Group⁠ ⁠Squeeze Dried⁠ ⁠Agua Hedionda Lagoon Foundation⁠ ⁠BLING SHINE SERUM⁠-The #1 seller of over 15 years and the only product to be endorsed by my MAMA! MORE ⁠KELLY⁠ “JOY IS THE ART OF FALLING IN LOVE WITH YOUR CURRENT CIRCUMSTANCES AND ALLOWING MAGIC TO HAPPEN!” EXECUTIVE PRODUCER MADDOX CARDENAS --- Send in a voice message: https://podcasters.spotify.com/pod/show/kelly-cardenas/message

Subscribe to the show   Click here to  get your free copy of The Inner Voice of Trading audiobook.  

Jay Pestrichelli is back on with Derek Moore where they do a deep dive into dividends. There are a lot of misconceptions around things like total return vs price return, ex-dates, payable dates, record date and more. Plus, they look at an example ETF before noting that there seems to be a movement of young investors focusing on dividend paying stocks to generate income. Finally, Jay and Derek talk about the Fed interest rate decision and even task ChatGPT AI to pull some research on what happens with markets once the Fed pauses. Oh, and Derek reconsiders whether ChatGPT is in fact a valuable service.   ChatGPT AI Fed interest rate research Imagining ChatGPT AI with full access to investment return databases like S&P Global Are there instances where markets go down post a Fed pause? When did markets rise post Fed pause? Why would the Fed cut rates unless the economy is bad (or more bank failures)? Deep dive on dividends Total returns (including dividends) vs. price return. Explaining ex-dates, record date, payable dates for dividends Discussion of young investors gravitating towards a dividend portfolio strategy Dividend reinvestment income vs. reinvestment into more shares to compound Years to double examples of reinvesting dividends Converting annual dividend income to an hourly rate (Dividends Receive Annually / 2080) Mentioned in this Episode:   Weird Bond Yield Stuff Happening | New 1 Day VIX Index? https://podcasts.apple.com/us/podcast/weird-bond-yield-stuff-happening-new-1-day-vix-index/id1432836154?i=1000610209621   Debt Ceiling Risk | Recession Signals | 10/3 Yield Curve Inversion Podcast https://podcasts.apple.com/us/podcast/debt-ceiling-risk-recession-signals-10-3-yield-curve/id1432836154?i=1000609174431   Can the Fed Fail? https://podcasts.apple.com/us/podcast/can-the-fed-fail-q1-winners-surprise-the-crowd/id1432836154?i=1000608060319   What are Reverse Repos and Repos? Fed usage of overnight reverse repos https://open.spotify.com/episode/09VOIffldtn3WxNm7rzyNx   Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt   Derek's new book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag   Derek Moore's book Broken Pie Chart https://www.amazon.com/Broken-Pie-Chart-Investment-Portfolio/dp/1787435547/ref=sr_1_1?keywords=broken+pie+chart&qid=1558722226&s=books&sr=1-1-catcorr   Contact Derek derek.moore@zegafinancial.com

On this episode of the Hedge, Mike Dvorkin joins Russ White to talk about the cloud, tradeoffs, rethinking the cloud value proposition, and the road to becoming an architect. A key point—it is harder to fix hardware in production than it is to fix software in production.

Money and finances can be difficult topics to discuss, but it is an essential conversation that needs to take place with children. With the proper guidance, your child will learn key lessons about money management and develop healthy financial habits. In this episode, Joel will share his family's approach to helping his children learn about important financial topics. Here are some of the things we discuss in this episode: 0:56 – Applying Steve Martin quotes to financial planning 6:18 – Is it fake, Jake? Hedge funds are cautious 10:40 – Maibag question on helping with childcare expenses 13:04 – CEO's Corner with Joel Johnson: Behavior with money 20:49 – Mailbag question on large Roth conversion amounts.   Check out our other free financial resources here: https://johnsonbrunetti.com/financial-resources/ Contact our team: https://johnsonbrunetti.com/contact-us/     

It's yet another film that Colson loved as a kid but will it stand up now he's in his 20s... but that's the last thing on the lad's minds as we edge closer to their live show! Hosted on Acast. See acast.com/privacy for more information.

Renda Fixa PRO: A carteira gerida pela Marilia Fontes

Just in time for a coronation, we're moving on up to the English nobility with America's favorite feline as we look at the 2006 sequel Garfield: A Tail of Two Kitties! Join in as we discuss nwespaper comics, Paws Inc, Wishbone, and our complete lack of emotional response to the movie. Plus: What is the secret of Garfield's appeal? Why isn't Odie animated? Can pets really inherit a title? And why is Over the Hedge so popular on Netflix? Make sure to rate, review, and subscribe! Next week: The Greatest Showman (2017) --- Send in a voice message: https://podcasters.spotify.com/pod/show/we-love-the-love/message

Welcome back to the 10th entry in the Shit Show series!This week I'm joined by my two longtime friends Brandon Ferriero and Chris Miller to discuss current events, tech and A.I., Miller's goose attack story and more!As usual, we get a little too loose and little too off track – so I hope you can bear with us!-SullyEpisode Highlights:(0:00) - Introduction(0:31) - Episode beginning(2:01) - Technology and A.I.(10:25) - Where does it all go?(12:23) - Gary V(13:51) - Coffee(16:45) - Bizarre rash of shootings(27:26) - What we're drinkin', advertising(30:10) - Cardio and biking(33:41) - Miller's goose attack story, “Sapiens”(42:40) - “Over the Hedge”(45:48) - New Mario movie, Jack Black's new song(53:03) - “The edge”, where you grow up(1:04:05) - Episode wrap-upThank you for helping us become a top 10% podcast in the world! Previous Guests Include Rob Dyrdek, Samad Savage, Travis Chappell, Austin Belcak, Young Benny, Adam Miller, The Real Johnny Bravo, and more. Please Join Our Email List for Special Offers, Q+A's, Live Podcasts, and More - To Join, Scroll to the Bottom of This PageLinks Below:_Watch the Video Version on YouTube@sullybop on InstagramSearch 'BOPCAST' on any platform! (Google Podcasts, Apple Podcasts, Spotify, YouTube)Visit SullyBop.com for more information.Big shouts to the folks who make this possible:Video - @ferrarib98Logo - @ryannkelly20Producer - @minishep13Theme Song - @jello.wav

Derek Moore poses some investment questions to ChatGPT, is it helpful? Instances where ChatGPT is wrong. Then, looking at the bulk of Q1 2023 earnings releases and what we've learned. Were analysts too bearish? Finally, Derek delves into the below the surface aspects of 1 month T-Bills yields so much less than 2- and 3-month T-Bills. Even less than the Fed Funds rate. Derek's theory is with the increase in cash flowing to money markets, and levels of Overnight Reverse Repos not increasing, the Occam's Razor answer is too little availability of near cash T-bills.   ChatGPT as an investment advisor? Asking ChatGPT for some investment questions Is ChatGPT correct on stuff? 1-month US Treasury Bills yield much less than 3-month US Treasury Bills How historic is the difference between 1-month yields and 3-month yields? What does it mean if anything when 1-month T bills yield less than Fed Funds? Overnight Reverse Repo market used by the Fed as alternatives to near money T-bills. Compare the Reverse Repo interest rate to 1-month treasuries. Were analysts too bearish on Q1 2023 earnings? How analysts change their estimates over time Money Market funds have the highest level of assets all the way back to 2007. 20–30-year-olds should focus on increasing balances Why 20–30-year-olds spend too much time on optimizing returns     Mentioned in this Episode:   Weird Bond Yield Stuff Happening | New 1 Day VIX Index? https://podcasts.apple.com/us/podcast/weird-bond-yield-stuff-happening-new-1-day-vix-index/id1432836154?i=1000610209621   Debt Ceiling Risk | Recession Signals | 10/3 Yield Curve Inversion Podcast https://podcasts.apple.com/us/podcast/debt-ceiling-risk-recession-signals-10-3-yield-curve/id1432836154?i=1000609174431   Can the Fed Fail? https://podcasts.apple.com/us/podcast/can-the-fed-fail-q1-winners-surprise-the-crowd/id1432836154?i=1000608060319   What are Reverse Repos and Repos? Fed usage of overnight reverse repos https://open.spotify.com/episode/09VOIffldtn3WxNm7rzyNx   Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt   Derek's new book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag   Derek Moore's book Broken Pie Chart https://www.amazon.com/Broken-Pie-Chart-Investment-Portfolio/dp/1787435547/ref=sr_1_1?keywords=broken+pie+chart&qid=1558722226&s=books&sr=1-1-catcorr   Contact Derek derek.moore@zegafinancial.com

Marriage is tough. Some say second marriages are even tougher. The statistics seem to bear this out? Second marriages are much more likely to end in divorce than first marriages. According to a report from the National Center for Health Statistics, 60% of second marriages end in divorce within 10 years compared to 40% of […]

It's time for the April Hedge roundtable! This month Eyvonne, Russ, and Tom are talking about OpenAI, the hype around AI, the "pause letter" and the lack of a real conversation, and the rising costs of building and operating a data center. As always, let us know if you have topics you'd like to hear us talk about, or guests you'd like to hear.

In this episode I talk with writer, author, DJ, and speaker, Jared Dillian. Jared's newsletters include The Daily Dirtnap, a daily market newsletter for investment professionals, and We're Gonna Get Those Bastards, which is about everything that is depraved, especially finance, culture and music. His books include Street Freak, All the Evil of This World, Those Bastards, and No Worries (2024). In his spare time, Jared is a progressive house DJ and speaks frequently on mental health issues at financial institutions. We talk about:  Bet on Winners USD F.I.R.E. Play the Tuba! Cargo Shorts and more!  I hope you enjoyed this conversation with Jared as much as I did!

We're continuing the story of World War I with the year 1916. The battles of Verdun and the Somme are the most famous, and we’re giving them the space they deserve, but the Romanian campaign, the Brusilov offensive and the Battle of Jutland also get their share. To top it off, we delve into the politics of the year, which may surprise you in how consequential they were. Download the episode!Our Patreon page at patreon.com/boiledleatheraudiohour.TorrentOur iTunes page.Previous episodes.Podcast RSS feed.Stefan's blog.Jim's blogJim on Twitter.

In this episode the Jifflings find a fancy dress mask and Albert tells a story that helps The Hedge to learn that bravery comes from inside yourself, so even when you're scared you can still be brave.Did you enjoy this story? Get in touch at thejifflings@gmail.com because we would love to hear from you! Hosted on Acast. See acast.com/privacy for more information.

joniradio.org

T-shirts & more are finally available!! http://tee.pub/lic/BAMG CGC announced quite a few changes this week - some price increases, name changes, and even price decreases! What does it all mean? John & Richard wrap it up for you. Plus, the Hot Book of the Week heads back into the Game of Thrones realm, the 25 Year Rule tracks the slow, lingering death of Valiant Comics, and our Underrated Books of the Week include the first appearance of a classic gaming property and Frankenstein's Monster in a Nazi uniform! Bronze and Modern Gods is the channel dedicated to the Bronze, Copper and Modern Ages of comics and comic book collecting! Follow us on Facebook - https://www.facebook.com/BronzeAndModernGods Follow us on Instagram - https://www.instagram.com/bronzeandmoderngods #comics #comicbooks #comiccollecting --- Support this podcast: https://podcasters.spotify.com/pod/show/bronzeandmoderngods/support

Derek Moore and ZEGA CEO Jay Pestrichelli are back again to discuss the CBOE launching a new 1 Day VIX Index and what it means in relation to the viability of the traditional VIX Index. Plus, they note that 1 month treasury bill yields are far below the 3 month which is odd when looking historically at the relationship. Hint, it has something to do with money market funds and the Fed Overnight Reverse Repos. Then they discuss the decline in the money supply but when put into context, is it really a big deal? Finally, they dish out some recommendations.   1-month US Treasury Bills yield much less than 3-month US Treasury Bills How historic is the difference between 1-month yields and 3-month yields? What does it mean if anything when 1-month T bills yield less than Fed Funds? CBOE launches a new 1 Day VIX Index Is the traditional VIX Index broken? Differences between various VIX index terms and what they tell us. What is the VVIX Index? What does the VVIX Index tell us about option prices on the VIX? Current shape of the VIX Futures expiration curve Relationship between spot VIX (what you see on TV) and the VIX Futures Flows into money market funds continue but from where? Overnight Reverse Repos from the Fed as a competitor to 1-month treasury bills   Mentioned in this Episode:   Debt Ceiling Risk | Recession Signals | 10/3 Yield Curve Inversion Podcast https://podcasts.apple.com/us/podcast/debt-ceiling-risk-recession-signals-10-3-yield-curve/id1432836154?i=1000609174431   Can the Fed Fail? https://podcasts.apple.com/us/podcast/can-the-fed-fail-q1-winners-surprise-the-crowd/id1432836154?i=1000608060319   What are Reverse Repos and Repos? Fed usage of overnight reverse repos https://open.spotify.com/episode/09VOIffldtn3WxNm7rzyNx   Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt   Derek's new book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag   Derek Moore's book Broken Pie Chart https://www.amazon.com/Broken-Pie-Chart-Investment-Portfolio/dp/1787435547/ref=sr_1_1?keywords=broken+pie+chart&qid=1558722226&s=books&sr=1-1-catcorr   Contact Derek derek.moore@zegafinancial.com

When the economy starts contracting, career advisors start talking about the importance of "soft skills." What are "soft skills," exactly—and why are they "soft?" Mike Bushong joins Tom Amman and Russ White to talk about why these skills are important, why they are not "soft," and how we should talk about people skills instead. They are superpowers," and there isn't anything "soft" about them.

Summary notes: The financial system is based on faith (credit) in assets, such as treasury bills, gold, stocks, real estate, etc. . Wealthy individuals and institutions rely on those assets on their balance sheets for getting favorable terms on money they borrow to invest in their businesses. Treasury bills are the foundation of the dollar-based banking system. Banks can lend out more than they have, creating credit. Hedge fund managers use futures contracts to control multiples of their investment capital. Insurance policies can be borrowed against to invest in higher return assets. Stocks can also be borrowed against, but are riskier. Crypto and bitcoin can be borrowed against, but it's important to manage risk responsibly.  Leveraging assets to make more money is a common practice in banking and finance.    Timestamps 0:01:44 Exploring the Financial System: Understanding the Capital Structure and the Role of Faith in Money 0:05:57 Exploring Leverage Strategies in the Financial Markets 0:07:53 Exploring Leverage Strategies for Financial Assets 0:12:52 Removing Fear and Greed: Understanding the Risks of Leverage Investing 0:15:17 The Dangers of Leveraging Finance: A Discussion on Greed and Emotional Intelligence" 0:17:11 Understanding Leverage and Building Emotional Intelligence in Investing   Powered by Stone Hill Wealth Management https://stonehillwealthmanagement.com/ Phillip Washington, Jr. is a registered investment adviser.  Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and, unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

It was only a question of time until we hit one of the most profound and meaningful pieces of text in the whole ASOIAF corpus, but we did it! Sean and I talk Septon Meribald’s “broken men” speech. Follow us along hitting you over the head with deep in-text-analysis. Download the episode!TorrentThe text for reference. Our iTunes page.Previous episodes.Podcast RSS feed.Stefan on Twitter.Stefan's blog.Sean on Twitter.

“Hedge funds, if you do it right and you set up a really good compliance and operational structure, it's a scalable business,” explains Susanne Meline, co-founder of Francis Capital Management. Prior to going into hedge fund management and serving on several boards, she worked as an investment banker and as a lawyer. Today, Susanne shares how she first became involved with hedge funds, how a serendipitous meeting at a coffee shop landed her a seat on her first board, and board advice for those seeking their first seat. Susanne took a huge risk going from a salaried employee to taking an ownership interest in a hedge fund. To her, it was a relatively easy decision to make after observing many other funds from the outside for years and knowing that they can be profitable right from the start. She focused on making sure the hedge fund was set up properly with good compliance and a strong operational structure so that it would be a scalable business. Her inside knowledge of finances, operations, and law from her prior work experience made her a perfect fit for this type of business venture. About 6 years ago, Susanne landed a position on her first board, a venture capital fund by women funding women-founded or led businesses. It was an incredibly challenging board going through a time of transition, but Susanne welcomed the opportunity.  Being willing to take risks really paid off for Susanne. You may think it is better to wait until the perfect board opportunity comes up, but you might be waiting forever. By being willing to challenge yourself, you can get more experience and learn from these more difficult positions, which will make you a more valuable board member going forward.  Quotes “Hedge funds, if you do it right and you set up a really good compliance and operational structure, it's a scalable business.” (18:41-18:48 | Susanne) “We have the same investment philosophy that we've had all the time, which is value with a catalyst.” (20:07-20:11 | Susanne) “Capital providers are a really important part of a company's success. But at the end of the day, the companies are the ones making the decisions.” (22:49-22:55 | Susanne) “Those traditional board searches, they really look for people that have operations experience.” (26:32-26:37 | Susanne) “In terms of figuring out how you're going to get in that board seat, it's like, ‘Do you know the capital providers, the VC people, or do you know the founder?'.” (28:44-28:51 | Susanne) “Being willing to go on a board where it's challenging is a really great way to get the opportunity.” (29:54-29:59 | Susanne) “Just because you're small doesn't mean you can't be excellent.” (35:49-35:51 | Susanne) “Look at the opportunity, not at the compensation. To me the compensation is the last piece.” (37:32-37:36 | Susanne)    Links Connect with Susanne Meline: LinkedIn: https://www.linkedin.com/in/susanne-meline-712392134/  Francis Capital http://franciscapital.com/   Connect with Chris Batz: LinkedIn: https://www.linkedin.com/in/chrisbatz/  Facebook: https://www.facebook.com/theliongroupkc  Instagram: @theliongroupllc Podcast production and show notes provided by HiveCast.fm  

End Times Headlines --- Send in a voice message: https://podcasters.spotify.com/pod/show/aei-leon/message

In this episode of the Limitless podcast, we're joined by Chris Williams, the CEO of Proven Management Limited. Chris shares his story of co-founding Proven Investment Limited, a successful investment firm that focuses on alternative investments, private equity, and real estate. Chris takes us through the early days of Proven Investment Limited, discussing the challenges and successes of building a business from scratch.Throughout the episode, Chris shares valuable insights into the world of entrepreneurship and business management. He talks about the importance of taking calculated risks, building strong partnerships, and staying true to your values and vision. He also offers advice for aspiring entrepreneurs who are looking to start their own businesses.Whether you're an entrepreneur, investor, or simply interested in the world of business, this episode offers a fascinating look into the journey of building a successful investment firm. So tune in to the Limitless podcast and join us for an inspiring conversation with Chris Williams.Check out the youtube version here

Derek Moore and ZEGA CEO Jay Pestrichelli are back again to discuss Cam Harvey's 10/3 Yield Curve Inversion and its track record. What it has meant and can mean going forward. Looking at the Real Retail Sales importance for predicting recessions. What various Fed members and Jamie Dimon say about where interest rates are going. Plus, what is going on with wages and how real wage growth may or may not give the Fed cover to raise more. Then, they discuss banks going to the discount window and the new Bank Term Funding Program (BTFP) to borrow money. Finally, what do credit card interest rates and increased usage tell us about the health of the consumer, and why is no one talking about the upcoming debt ceiling deadline?   What is the 10-year 3-month yield curve inversion? Cam Harvey and the inception of the 10/3 yield curve as a predictor How often has the 10/3 yield curve inversion predicted recessions? Does the steepness of the yield curve say anything about the depth of recessions? Debating whether the 10/3 inversion in 2019 predicted the 2020 recession? Average time from yield curve inversion to the declaration of recessions Cam Harvey interview saying this time might be different. How real retail sales peaked back in March of 2021 Nominal retail sales disappointed while year over year hit lowest level in a while. What is the Bank Term Funding Program (BTFP)? Banks accessing the Fed's discount window plus the BTFP Consumer credit usage makes a new high while credit card interest rates reach new high Jamie Dimon comments on higher rates for longer and implications Real wage growth has been negative for the last 2 years What is the debt ceiling and what does it mean for the US Treasury US Treasury keeps a “checking” account at the Fed   Mentioned in this Episode:     Atlantic article from 2011 explaining potential option to get around debt ceiling by US Treasury getting overdraft protection from the Fed https://www.theatlantic.com/business/archive/2011/07/the-us-government-cannot-ever-run-out-of-money/242622/   Can the Fed Fail? Q1 Winners Surprise the Crowd podcast https://podcasts.apple.com/us/podcast/can-the-fed-fail-q1-winners-surprise-the-crowd/id1432836154?i=1000608060319   One Thing No One Ever Talks About within the S&P 500 Index | FANG Stocks 1 Rest of Market 0  https://podcasts.apple.com/us/podcast/one-thing-no-one-ever-talks-about-within-the-s-p-500/id1432836154?i=1000607742682   Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt   Derek's new book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag   Derek Moore's book Broken Pie Chart https://www.amazon.com/Broken-Pie-Chart-Investment-Portfolio/dp/1787435547/ref=sr_1_1?keywords=broken+pie+chart&qid=1558722226&s=books&sr=1-1-catcorr   Contact Derek derek.moore@zegafinancial.com

In tonight's podcast, we discuss how just like ancient Israel allowed their Nation's hedge of God's favor and protection to be removed through their disobedience and provoking him to anger through their practices of abominable sins, America is following in the same footsteps and how the cracks in the foundation are getting wider and now we have our enemies ready to invade the land!

March's inflation data sends mixed signals. We dig into Tuesday's report at the good, the bad, and the implications for the Fed. Hedge funds bought the dip in the banking sector, but did other asset managers and retail investors follow suit? The answer may surprise you. Big banks are starting to post their Q1 2023 earnings. What do their numbers reveal about the future of the economy?

In this episode I talk with Dr. David Rhoiney, a Robotic Surgeon, Cryptologist, Cyber security specialist and the list continues! We talk about:  Unconscious Greatness Strategy That Fits  HENRYs Banks/RIA for the People Bad Food Takes and more! I hope you enjoyed this conversation as much as I did!

Welcome to another episode of Heathen and the Hedge, we have so much to discuss this week and its all about energy vampires, imbalanced energy, and how to protect yourself from attacks and siphoning. Like many of us, I know a lot of you have found yourselves feeling as though interactions and certain people seem to drain you or cause you to change character. There are many topics we address on how to identify these energies and to help you when you need to find ways to siphon energy harmlessly and we share our own experiences. Enjoying our content? Please connect with us on our online communities for questions, topic polls, and podcast suggestions and updates. Find us on Facebook, instagram, and TikTok at Heathen and the Hedge Podcast. Find us: https://linktr.ee/heathenandthehedge Blessed Be Y'all! --- Support this podcast: https://podcasters.spotify.com/pod/show/heathen-and-the-hedge/support

The list of people and organizations that are hungry for your location data—collected so routinely and packaged so conveniently that it can easily reveal where you live, where you work, where you shop, pray, eat, and relax—includes many of the usual suspects.Advertisers, obviously, want to send targeted ads to you and they believe those ads have a better success rate if they're sent to, say, someone who spends their time at a fast-food drive-through on the way home from the office, as opposed to someone who doesn't, or someone whose visited a high-end department store, or someone who, say, vacations regularly at expensive resorts. Hedge funds, interestingly, are also big buyers of location data, constantly seeking a competitive edge in their investments, which might mean understanding whether a fast food chain's newest locations are getting more foot traffic, or whether a new commercial real estate development is walkable from nearby homes. But perhaps unexpected on this list is police.According to a recent investigation from Electronic Frontier Foundation and The Associated Press, a company called Fog Data Science has been gathering Americans' location data and selling it exclusively to local law enforcement agencies in the United States. Fog Data Science's tool—a subscription-based platform that charges clients for queries of the company's database—is called Fog Reveal. And according to Bennett Cyphers, one of the investigators who uncovered Fog Reveal through a series of public record requests, it's rather powerful. "What [Fog Data Science] sells is, I would say, like a God view mode for the world... It's a map and you draw a shape on the map and it will show you every device that was in that area during a specified timeframe."Today, on the Lock and Code podcast with host David Ruiz, we speak to Cyphers about how he and his organization uncovered a massive data location broker that seemingly works only with local law enforcement, how that data broker collected Americans' data in the first place, where this data comes from, and why it is so easy to sell. Tune in now. You can also find us on Apple Podcasts, Spotify, and Google Podcasts, plus whatever preferred podcast platform you use.For all our cybersecurity coverage, visit Malwarebytes Labs at malwarebytes.com/blog.Show notes and credits:Intro Music: “Spellbound” by Kevin MacLeod (incompetech.com)Licensed under Creative Commons: By Attribution 4.0 Licensehttp://creativecommons.org/licenses/by/4.0/Outro Music: “Good God” by Wowa (unminus.com)

Derek Moore and ZEGA's Mike Puck are paired once again to talk about markets and the economy. They discussed how Q1 asset class winners and losers weren't what many thought coming into the quarter. They also talk about correlations, or how different asset classes and sectors have been more correlated over the last 12 months and what that means for portfolios. The lack of high yield debt coming due and how that keeps company's interest costs down given they refinanced already. Finally, they check in with the Fed and how much of an IOU they owe the US Treasury. The Fed can't fail, can it?   How correlations go to 1 when things get bad If correlations go to 1, what does that mean for diversification? Comparing 12-month correlations between stocks, bonds, commodities, and other factors What do the current 12-month trailing PE ratios tell us if anything? When do most high yield bonds and loans mature? How companies locked in lower rates and what that means for interest coverage ratios Using Netflix as an example by looking at their weighted average yield on their debt What is the Federal Reserve Deferred Assets to the US Treasury? Why is the fed running an IOU to the US Treasury? When did the fed go from paying out excess interest to the treasury to owing a deferred asset? Can the Federal Reserve fail? How bad are the Fed's unrealized losses on their own balance sheet at the end of 2022? The Fed isn't like commercial banks.     Mentioned in this Episode:   Fed Tightening and Easing all at once? https://podcasts.apple.com/us/podcast/fed-tightening-and-easing-all-at-once-how-wrong-were/id1432836154?i=1000605934758   What are Zombie Companies https://open.spotify.com/episode/3j2jm6hbS981GZGhIQn5X3   Is Warren Buffett right on stock buybacks? https://podcasts.apple.com/us/podcast/is-warren-buffett-right-on-stock-buybacks-bank-failures/id1432836154?i=1000604780531   Podcast Explaining Overnight Reverse Repos ON RRP by the FED https://open.spotify.com/episode/09VOIffldtn3WxNm7rzyNx   How Senior Loans work with Dan McMullen https://podcasts.apple.com/us/podcast/dan-mcmullen-talks-senior-loans-leveraged-loans-clos/id1432836154?i=1000527737992     Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt   Derek's new book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag   Derek Moore's book Broken Pie Chart https://www.amazon.com/Broken-Pie-Chart-Investment-Portfolio/dp/1787435547/ref=sr_1_1?keywords=broken+pie+chart&qid=1558722226&s=books&sr=1-1-catcorr   Contact Derek derek.moore@zegafinancial.com

Multicast hasn't ever really "gone viral" (In modern terms!) throughout the Internet—in fact, it's not widely used even in networks supporting enterprises. why not? Join Dirk Trossen, Russ White, and Tom Ammon as we discuss the many facets of multicast, and what the future holds.

Derek Moore and ZEGA CEO Jay Pestrichelli are back together to debate the dollar, markets, earnings, and more. Plus, they discuss one aspect of S&P 500 Index estimates that no one ever talks about. Then, MSFT, META, AAPL, GOOGL, and AMZN have driven all the YTD gains in the S&P 500 Index compared to the rest of the market. Finally, they discuss whether the market is still keying off the US Dollar level, S&P 500 profit margins, and more.   US Dollar still wagging the tail of the stock market? Correlations of US Dollar to Equities (S&P 500 Index) S&P 500 Index profit margins come off record highs. What would declining profit margins mean for earnings? Historical growth of S&P 500 Index revenues What no one ever talks about within the S&P 500 Index S&P 500 Index constituent changes – out with the old in with the new What does the S&P 500 Index divisor mean relative to S&P 500 Index total market cap? 2022 negative EPS on S&P 500 Index driven by multiple and margin contraction. EPS growth through margins, revenue, and share count. Silicon Valley Bank and Signature bank get boot from S&P 500 Index Quarterly rebalancing of S&P 500 Index 5 Fang stocks drive YTD performance of the S&P 500 Index What annualized return needed to make a new high in the S&P 500 Index       Mentioned in this Episode:   Fed Tightening and Easing all at once? https://podcasts.apple.com/us/podcast/fed-tightening-and-easing-all-at-once-how-wrong-were/id1432836154?i=1000605934758   Sequence of recessions and what comes first https://podcasts.apple.com/us/podcast/sequence-of-recessions-slowdowns-dividends-make/id1432836154?i=1000603802075   Is Warren Buffett right on stock buybacks? https://podcasts.apple.com/us/podcast/is-warren-buffett-right-on-stock-buybacks-bank-failures/id1432836154?i=1000604780531   Podcast Explaining Overnight Reverse Repos ON RRP by the FED https://open.spotify.com/episode/09VOIffldtn3WxNm7rzyNx     Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt   Derek's new book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag   Derek Moore's book Broken Pie Chart https://www.amazon.com/Broken-Pie-Chart-Investment-Portfolio/dp/1787435547/ref=sr_1_1?keywords=broken+pie+chart&qid=1558722226&s=books&sr=1-1-catcorr   Contact Derek derek.moore@zegafinancial.com

Hedge fund manager Jesse Myers believes Bitcoin is on its way to a staggering $10 million per BTC. In a new interview with Coin Stories, Myers breaks down the math and the timeline behind his big prediction for the king crypto. "So when I when I say Bitcoin has, I think, a conservative chance of becoming $10 million dollars a coin in today's dollars, that means going from 0.05% of the world's value to 25% of the world's value." Learn more about your ad choices. Visit megaphone.fm/adchoices

What happens when our child wants to make a mistake?We've talked extensively about how to build a hedge around your network, devices, and family. We've talked about how to assess tech health, how to decide what tech to adopt, and how to remove and replace. But now we need to go one step further, into the unthinkable: Our child is making poor choices despite our best efforts. Now what?Today we're going to talk about how we can lovingly step into our child's life and understand, engage, and respond to breaches of trust while keeping the focus on loving, teaching, and raising our children up in the way they should go.Show Notes: https://bit.ly/3MapZ6v

After a comeback that shocked everyone on Saturday night, San Diego State wins and keeps Bobby's hedge with Coleman alive! But it may come to an end tonight. Iowa's Caitlin Clark took over the basketball world this weekend but LSU ended up getting the last laugh and head coach Kim Mulkey wins her 4th title. Former world No. 1 tennis player Andy Roddick calls in to talk about his Pickleball tournament winnings from the weekend, and former Marlins President David Samson tells the story of upselling the team to Derek Jeter, his career, and much more!  Download the DraftKings Sportsbook App today: https://dkng.co/bobbysports If you or someone you know has a gambling problem, crisis counseling and referral services can be accessed by calling 1-800-GAMBLER (1-800-426-2537) (IL/IN/MI/NJ/PA/WV/WY), 1-800-NEXT STEP (AZ), 1-800-522-4700 (CO/NH), 888-789-7777/visit http://ccpg.org/chat (CT), 1-800-BETS OFF (IA), 1-877-770-STOP (7867) (LA), 877-8-HOPENY/text HOPENY (467369) (NY), visit OPGR.org (OR), call/text TN REDLINE 1-800-889-9789 (TN), or 1-888-532-3500 (VA).   21+ (18+ WY). Physically present in AZ/CO/CT/IL/IN/IA/LA/MI/NJ/ NY/PA/TN/VA/WV/WY only. N/A in NH/OR/ON. New customers only. Valid 1 per new customer. Min. $5 deposit. Min $5 wager. $200 issued as eight (8) $25 free bets. Ends 9/19/22. See http://draftkings.com/sportsbook for details.       Follow the Show: @25Whistles   Follow the Crew: @MrBobbyBones @KickoffKevin @ProducerEddie @MikeDeestro        See omnystudio.com/listener for privacy information.

After a comeback that shocked everyone on Saturday night, San Diego State wins and keeps Bobby's hedge with Coleman alive! But it may come to an end tonight. Iowa's Caitlin Clark took over the basketball world this weekend but LSU ended up getting the last laugh and head coach Kim Mulkey wins her 4th title. Former world No. 1 tennis player Andy Roddick calls in to talk about his Pickleball tournament winnings from the weekend, and former Marlins President David Samson tells the story of upselling the team to Derek Jeter, his career, and much more!  Download the DraftKings Sportsbook App today: https://dkng.co/bobbysports If you or someone you know has a gambling problem, crisis counseling and referral services can be accessed by calling 1-800-GAMBLER (1-800-426-2537) (IL/IN/MI/NJ/PA/WV/WY), 1-800-NEXT STEP (AZ), 1-800-522-4700 (CO/NH), 888-789-7777/visit http://ccpg.org/chat (CT), 1-800-BETS OFF (IA), 1-877-770-STOP (7867) (LA), 877-8-HOPENY/text HOPENY (467369) (NY), visit OPGR.org (OR), call/text TN REDLINE 1-800-889-9789 (TN), or 1-888-532-3500 (VA).   21+ (18+ WY). Physically present in AZ/CO/CT/IL/IN/IA/LA/MI/NJ/ NY/PA/TN/VA/WV/WY only. N/A in NH/OR/ON. New customers only. Valid 1 per new customer. Min. $5 deposit. Min $5 wager. $200 issued as eight (8) $25 free bets. Ends 9/19/22. See http://draftkings.com/sportsbook for details.       Follow the Show: @25Whistles   Follow the Crew: @MrBobbyBones @KickoffKevin @ProducerEddie @MikeDeestro        See omnystudio.com/listener for privacy information.

Tom Joy is the Chief Investment Officer at the Church Commissioners of England, where he is responsible for the stewardship of the Church of England's £10.1 billion endowment fund. Our conversation covers Tom's background, the history and goals of Church Commissioners to achieve sound returns with modest volatility and invest responsibly. We discuss Tom's four pillars to achieve these objectives across governance, people, genuine diversification, and operations, and dive into team structure, internal management, external manager selection, responsible investing in the environment, diversification in public and private markets, new initiatives, and risks on the horizon. Show Notes: (3;25) Tom's background (6:55) History of Church Commissioners (7:42) Investment goals (15:03) Governance (19:48) Team Structure (23:39) Internal vs. External management (28:31) Tactical asset allocation (29:36) External manager selection (31:16) Responsible investing (36:08) Divestment vs. engagement (39:45) Socially beneficial investing (40:40) Genuine diversification (43:25) Private equity and venture capital (46:49) Real assets (49:23) Credit markets (50:02) Hedge funds (50:43) New initiatives (51:44) Risks (53:31) Closing questions  Learn More  Follow Ted on Twitter at @tseides or LinkedIn  Subscribe to the mailing list  Access Transcript with Premium Membership 

Watch this on YouTube! Gold makes a new record today, and this is not an April Fools joke. Closing the quarter above $1953 is making history. Hedge funds will get this on their quarterly reports. This is such a small space, we don't need much capital to move into this space for it to have a huge move. Remember, only 1/200 Americans own anything in the precious metals space. My prediction: We will see a new ATH (All Time High) in gold this year. Electric & Battery Metals Bootcamp Rule Symposium in Boca Raton Follow us on Social Media! Twitter Facebook Instagram Linkedin Water Filter System I use for Perfect Water Precious Metals Steve Style: https://www.stevebartonmoney.com/contact-2 Website: https://www.stevebartonmoney.com/ Email: stevebartonmoney@gmail.com DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own diligence. Every investment and bet comes with the risk that your capital could go to zero. WHAT I DO: Spread out your investments. Don't put it all on one thing. For every bet that you make, you should devote one hour of study per month to that investment. Keep the number of bets to what you can feasibly study. AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact our opinion. We recommend them because they are helpful and useful, not because we are looking for the small commission.

Slappin' Glass sits down this week with one of the best young coaches in Europe, MHP Riesen Ludwigsburg Head Coach, Josh King! Coach King joins the show and dives into a fun-filled conversation about building consistent teams, pace of play, and breaks down "position-less" players and attacking a hedge during an entertaining "Start, Sub, or Sit?!"To join coaches and staff from the NBA to High School from over 40 different countries taking advantage of an SG Plus membership, visit HERE!

Paul Bradley is the COO & Cofounder of Hedge. SVB and Operation Chokepoint 2.0

In this episode I talk with Tobias Carlisle, founder and managing director of Acquirers Funds, LLC. He serves as portfolio manager of the firm's deep value strategy. Tobias is the creator of The Acquirer's Multiple®. He is also the author of the books The Acquirer's Multiple (2017),  Concentrated Investing (2016), Deep Value (2014), and Quantitative Value (2012). Tobias has extensive experience in investment management, business valuation, public company corporate governance, and corporate law. We discuss: SVB What is Money? Invincible Businesses History as a Guide Behavior is Water Ergodicity in all Things and more! I hope you enjoyed this conversation with Tobias as much as I did!

Billionaire investor Tim Draper says that Bitcoin (BTC) could be a tool for businesses to hedge against any potential banking crisis. In a new memo directed at startup founders, Draper says the recent collapse of Silicon Valley Bank (SVB), plus the “over-regulation” of banks by the government means business founders should consider a more diversified strategy of cash management such as the king crypto (BTC). Learn more about your ad choices. Visit megaphone.fm/adchoices

This is special episode. I have been challenged by Kienn Joiaf to defend my assertion that Lyanna Stark is the Knight of the Laughing Tree and to disprove their theory that in truth it is Eddard Stark. That theory is laid out here, but I will summarize it in the episode - and then take it apart. It’s not a kind thing to do that to a Podator, but we are rebels, so we rebel. Or something to that effect. Oh, and here’s the link to all Supreme Court of Westeros episodes.Download the episode!Our Patreon page at patreon.com/boiledleatheraudiohour.TorrentOur iTunes page.Previous episodes.Podcast RSS feed.Stefan's blog.

Silicon Valley Bank collapse, FCC nominee Gigi Sohn, Apple headset Hedge funds are offering to buy startups' deposits stuck at Silicon Valley Bank. Etsy is delaying seller payouts following Silicon Valley Bank's collapse. FDIC to Silicon Valley Bank workers. We'll give you a 50% raise or double-time OT, but you'll lose your job in 45 days. U.S. officials weigh protecting all deposits at Silicon Valley Bank. Silicon Valley Bank profit squeeze in tech downturn attracts short sellers. Meta to end Canadians' access to news on Facebook and Instagram if Bill C-18 becomes law. Joint Statement by Treasury, Federal Reserve, and FDIC. Report: Apple CEO Tim Cook Ordered Headset Launch Despite Designers Warning It Wasn't Ready. Daylight savings time change 2023 starts Sunday with "spring forward". Gigi Sohn, Biden FCC nominee withdraws, following bruising lobbying battle The privacy loophole in your doorbell. YouTubers can swear at the start of videos again without getting demonetized. Apple Music Classical app launching March 28. Chat with Jason Calacanis (post credits) Host: Leo Laporte Guests: Lisa Schmeiser, Reed Albergotti, Glenn Fleishman, and Jason Calacanis Download or subscribe to this show at https://twit.tv/shows/this-week-in-tech Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Sponsors: ZipRecruiter.com/Twit bitwarden.com/twit kolide.com/twit