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From AI's massive energy appetite creating an unexpected investment opportunity in natural gas to Elon Musk's new war on Wikipedia and a debate on how to hedge the inevitable AI bubble…Welcome to the Alfalfa Podcast
Join Ingrid Macintosh, Vice President, TD Wealth, Head of Global Marketing, Client & Colleague Enablement and Strategy, TD Asset Management Inc. and Kevin Hebner, Managing Director, Global Investment Strategist, TD Epoch as they discuss what a weaker U.S. dollar may mean for investors.Highlights include:(00:35) How significant is this move to a weaker dollar?(02:20) Four reasons why we expect a softer greenback(07:00) What does this mean for investors?(11:30) The U.S. government's approach to rebalancing(20:15) Lightning round: is gold a "buy", will yields spike and how fast could the U.S. dollar fall? For a full transcript in English and French, please visit the TD Asset Management Podcast page: https://www.td.com/ca/en/asset-management/insights/podcast Email any questions or ideas for future episodes to: td.tdamtalks@td.comPlease follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Tune in for new episodes of Wake Up & Wager every Monday and Friday only on SteadyPicks Radio Network.Learn more about SteadyPicks: https://www.steadypicks.com/Check Out Novig: Use code STEADYPICKS and receive the following offer - "Spend $5, Get $50 in Novig Coins" https://novig.onelink.me/JHQQ/7zhom94a
Fri, 31 Oct 2025 04:45:00 +0000 https://jungeanleger.podigee.io/2713-borsepeople-im-podcast-s21-19-sebastian-korbei 087f4dfbf4897945dcae4d0da071b294 Ich habe alle Gäste der Börsepeople-Serie (am 21.11. Folge 500) gleich lieb, ehrlich! Aber rein vom Thema her sage ich, dass diese Episode mit Sebastian Korbei was ganz Besonderes ist. Fix ist es das bisher nerdigste Gespräch der Reihe. Dies mit "Seb", einem, der in London für Goldman Sachs, RBS, Morgan Stanley und Credit Suisse in leitenden Funktionen gearbeitet hat. Vernetzt wurden wir einmal mehr über den Sport, seine Ehefrau Veronika hat uns beide bei einem Handball West Wien Event, bei dem Veronika und ich auf der Bühne waren, vernetzt. Und wenn man bei einem Sportevent mit einem Gesprächspartner dann 30 Minuten in Richtung Hardcore Optionsstrategien abschweift, dann eh alles klar. Sebastian ist in der Pandemie und mit Brexit-Müdigkeit nach Wien zurückgekehrt und mit seiner TARS Consulting rund um seine Stärken unterwegs, hochspannend für mich. Es geht aber auch um Rudern mit Cambridge Achter und Olympia-Träumen, diskussionswürdige Kleidung, Sebastian Coe, Quants, Handelsbücher von Banken und Wettanbietern, Roulette, Hedging, Margin Calls, eine Verletzung eines gemeinsamen Bekannten, die legendären Sport-Zeiten 1:41,73 und 1:45,73, theoretische Physik sowie Gutes zieht Kreise. Eine Einladung für 27.11. ist ebenfalls dabei, für die Sport- & Wirtschaftsfans halt. https://www.tars-consulting.at Börsepeople Veronika Korbei: https://audio-cd.at/page/podcast/7152 https://handball-westwien.at About: Die Serie Börsepeople des Podcasters Christian Drastil, der im Q4/24 in Frankfurt als "Finfluencer & Finanznetworker #1 Austria" ausgezeichnet wurde, findet im Rahmen von http://www.audio-cd.at und dem Podcast "Audio-CD.at Indie Podcasts" statt. Es handelt sich dabei um typische Personality- und Werdegang-Gespräche. Die Season 19 umfasst unter dem Motto „25 Börsepeople“ 25 Talks. Presenter der Season 21 ist die Volksbank https://www.volksbank.at. Welcher der meistgehörte Börsepeople Podcast ist, sieht man unter http://www.audio-cd.at/people. Der Zwischenstand des laufenden Rankings ist tagesaktuell um 12 Uhr aktualisiert. Bewertungen bei Apple (oder auch Spotify) machen mir Freude: http://www.audio-cd.at/spotify , http://www.audio-cd.at/apple . Du möchtest deine Werbung in diesem und vielen anderen Podcasts schalten? Kein Problem!Für deinen Zugang zu zielgerichteter Podcast-Werbung, klicke hier.Audiomarktplatz.de - Geschichten, die bleiben - überall und jederzeit! 2713 full no Christian Drastil Comm. (Agentur für Investor Relations und Podcasts)
With the dollar falling, inflation creeping back up, and the government mired in shutdowns and lawsuits, political instability is spilling into the economy. In this episode, we break down five ways to protect your wealth from political and economic chaos—from inflation- and recession-resilient investments to global diversification and even second residencies abroad. Learn how to hedge against risk, preserve your cash flow, and keep your portfolio steady no matter which way the political winds blow. Learn more about your ad choices. Visit megaphone.fm/adchoices
A bullish long-term outlook for rising natural gas demand and pricing has partially mitigated the current deep concerns about the steep erosion of oil prices. However, short-term gas pricing has proven very volatile, as the near-month NYMEX price has yo-yoed dramatically in October and the Energy Information Administration recently cut its January forecast. In today's RBN blog, we present a new metric that calculates the gas price sensitivity of major U.S. producers.
Simply Wall St Market Insights for the week ending 26th October 2025.To read the full article: Hedging Your Bets on The Debasement TradeCreate a FREE account for Simply Wall St to get access to these insights, and fundamental analysis on tens of thousands of stocks all over in the world!Get actionable insights with our upgraded Portfolio tool and make managing your stocks a breeze.Discover and follow new perspectives or share your ideas with other investors in our global community.Reduce your search time and find hidden opportunities that suit your goals with custom screeners.Learn our investing framework by following our comprehensive 6-part "Invest with confidence" series.Simply Wall St analyst Michael Paige has a position in NYSE:SPOT. Simply Wall St have no position in any of the companies mentioned. This recording is general in nature. We provide analysis based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take into account any of your objectives or your financial situation. We aim to bring you long-term focused analysis, driven by fundamental data.Note that our analysis may not factor in the latest price, sensitive company announcements or qualitative material.
Es ist wieder an der Zeit, eure Fragen zu beantworten: Vom Zoll-Crash über VIX-Call-Optionen bis hin zum Hedging mit Covered Calls geht Alex detailliert auf eure Fragen ein und ordnet sie in einen größeren Kontext ein. Powered by CapTrader Mehr zum Thema professioneller Optionshandel: • Homepage • Der Optionsbrief • Kostenloser Newsletter • Unsere kostenfreie E-Books • Instagram • Twitter Unsere Tools • Unser Chartanalyse Tool TradingView * ($15 Guthaben) • Zum Backtesting unserer Optionsstrategien verwenden wir OptionOmega * (50% Rabatt!) • Fastgraphs zur fundamentale Analyse unserer Aktieninvestments * • Optionstrat zur Visualisierung und Analyse unserer Optionsstrategien * * Affiliate-Links. Wir erhalten eine kleine Provision, wenn du dich über diesen Link anmeldest. Alexander Eichhorn und Maximilian Bothe sind erfahrene Optionshändler und Trainer & Coaches bei Eichhorn Coaching. In Seminaren und in Einzelcoachings lehren sie den erfolgreichen Optionshandel von den Grundlagen bis hin zum professionellen Handel von Future-Optionen. Trade-Ideen, Hintergrundinformationen und ihre Echtgeld-Performance veröffentlichen sie regelmäßig in Blogbeiträgen, Live-Webinaren und im Eichhorn Coaching Newsletter. Risikohinweis: Dieser Podcast dient nur der Information und stellt keine Aufforderung zum Kauf oder Verkauf der eventuell erwähnten Wertpapiere dar. Der Handel mit börsennotierten Wertpapieren kann zum Teil erheblichen Kursschwankungen unterliegen, die zu erheblichen Verlusten bis hin zum Totalverlust führen können. Bei jeder Anlageentscheidung, die Sie aufgrund von Informationen, welche aus Inhalten dieses Podcast hervorgehen, treffen, handeln Sie immer eigenverantwortlich, auf eigene Gefahr und eigenes Risiko. Die in diesem Podcast zur Verfügung gestellten Inhalte, wie z.B. Handelssignale und Analysen, beruhen auf sorgfältiger Recherche, welchen Quellen Dritter zugrunde liegen. Diese Quellen werden von Eichhorn Coaching als vertrauenswürdig und zuverlässig erachtet. Eichhorn Coaching übernimmt gleichwohl keinerlei Gewährleistung für die Aktualität, Richtigkeit oder Vollständigkeit der Inhalte und haftet nicht für materielle und/oder immaterielle Schäden, die durch die Nutzung oder Nichtnutzung der Inhalte oder durch die Nutzung fehlerhafter und unvollständiger Inhalte verursacht wurden. #Optionen #Aktienoptionen #Optionenhandeln #Optionshandel #Optionshändler #Optionsstrategien #Futures #Indexoptionen #Optionstrading #Options #Börse #Geld #Finanzen #Handel #Investor #Investment #Trader #Trading #Aktien #ETF #ETFs #VIX #Vola #Volatilität #Margin #Margincall #Tradingsteuer #Vermögenssteuer #Dividenden #Dividendenaktien #Rohstoffoptionen #0DTE #Wheel #Cashflow #Wheelstrategie #Cashsecuredput #gedeckteoptionen #Verlustverrechnungsbegrenzung #Tradingsteuer #0DTE Inhalt: 00:00 Begrüßung 00:42 Wie bewertet ihr das Risiko von Black-Swan-Ereignissen beim Handel mit 0DTE Optionen? 06:54 Beim Zollcrash am 7. April gab es erhebliche Liquiditätsprobleme im VIX. Warum nutzt ihr ihn trotzdem zur Absicherung, obwohl man im Ernstfall kaum rauskommt? 09:06 Der US-Dollar hat gegenüber dem Euro seit seinem Jahresbeginn-Höchststand stark an Wert verloren. Wie geht ihr mit dieser Währungsentwicklung um? 10:55 Welche VIX-Call-Optionen (Strike und Laufzeit) verwendet ihr als strategische Absicherungsinstrumente („Tail-Risk Hedges“)? 13:27 Aktuell erscheinen vermehrt YouTube-Videos, in denen Personen behaupten, vom Optionshandel leben zu können. Wie ist eure Einschätzung dazu? 15:49 Ist es eine sinnvolle Strategie, auf bestehende Aktienpositionen Covered Calls zu schreiben, um mit den Prämieneinnahmen den Kauf von Long Puts zur Absicherung zu finanzieren? 18:04 Was unterscheidet erfolgreiche von erfolglosen Optionshändlern? 19:34 Welche Entwicklungen erwartest du am Optionsmarkt in den nächsten Jahren? 21:40 Verabschiedung
Become a supporter of this podcast: https://www.spreaker.com/podcast/the-good-morning-portugal-podcast-with-carl-munson--2903992/support.Let us help you find YOUR home in Portugal...Whether you are looking to BUY, RENT or SCOUT, reach out to Carl Munson and connect with the biggest and best network of professionals that have come together through Good Morning Portugal! over the last five years that have seen Portugal's meteoric rise in popularity.Simply contact Carl by phone/WhatsApp on (00 351) 913 590 303, email carl@carlmunson.com or enter your details at www.goodmorningportugal.com And join The Portugal Club FREE here - www.theportugalclub.com
In this KE Report daily editorial, we welcome back Dan Steffens, President of the Energy Prospectus Group, to break down the latest developments across the oil and natural gas markets. With crude prices recently dipping below $57/bbl and natural gas showing relative strength, Dan shares his insights on market fundamentals, storage levels, and the outlook for key producers and income plays. Key Discussion Points: Oil Market Outlook - Despite headlines of oversupply, U.S. crude and product inventories remain below seasonal averages, with Cushing storage levels near record lows. Dan believes strong support around $57 and possible SPR refilling could stabilize prices. Natural Gas Demand Drivers - U.S. LNG exports are expanding rapidly, projected to reach ~20 Bcf/day in Q1 2026. Rising AI data center power needs are emerging as a major new demand source, with multiple gas-fired plants being developed to support this growth. Top Natural Gas Producers - Companies positioned to benefit from rising demand include EQT Corp (EQT), Antero Resources (AR), and Range Resources (RRC). Balanced Oil-Gas Plays – For diversified exposure, Dan highlights Ovintiv (OVV), Devon Energy (DVN), and Coterra Energy (CTRA), each with substantial natural gas and NGL production alongside oil output. High-Yield Midstream & Income Ideas – The safest dividends lie in midstream operators such as Plains All American (PAA) (≈9% yield, tax-advantaged), Enbridge (ENB), and Oneok (OKE) - all benefiting from steady volume-based cash flows. Dan also notes Black Stone Minerals (BSM) and Kimbell Royalty Partners (KRP) as strong royalty-income opportunities. Hedging & Cash Flow Stability - Many of these firms are well-hedged, ensuring consistent dividends even amid commodity price swings. With gas futures near $4, Dan expects renewed investor rotation into gas-weighted producers through year-end. Click here to visit the Energy Prospectus Group website for more energy market and stock analysis. ---------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
Welcome to The Chrisman Commentary, your go-to daily mortgage news podcast, where industry insights meet expert analysis. Hosted by Robbie Chrisman, this podcast delivers the latest updates on mortgage rates, capital markets, and the forces shaping the housing finance landscape. Whether you're a seasoned professional or just looking to stay informed, you'll get clear, concise breakdowns of market trends and economic shifts that impact the mortgage world.In today's episode, we review just what people are talking about in the halls of MBA Annual. Plus, Robbie sits down with Geoff Sharp at Eris Innovations, the creators of CME's Eris SOFR Swap futures, to discuss on the growing need for SOFR-based cash flow hedging solutions. And we close by looking at what economic releases are due out this week despite the government shutdown.Today's podcast is brought to you by nCino, makers of the nCino Mortgage Suite for the modern mortgage lender. nCino Mortgage Suite's three core products -- nCino Mortgage, nCino Incentive Compensation, and nCino Mortgage Analytics -- unite the people, systems, and stages of the mortgage process into a seamless end-to-end solution embedded with data-driven insights and intelligent automation. See how nCino can support a homeownership journey that your borrowers and your team will love at nCino.com.
In this AMA episode of the Rational Reminder Podcast, Ben Felix and Dan Bortolotti return to answer listener questions across a wide range of topics—from covered call ETFs and dividend tax credits to currency hedging, bond mechanics, leverage, and career reflections. They open with a striking quote from Harvard economist John Campbell on how markets cater to perceived benefits rather than real ones—a perfect setup for their recent discussions on the rise of covered call ETFs. Key Points From This Episode: (0:59) John Campbell's quote on capitalism's tendency to meet perceived rather than rational needs—and how that perfectly describes the financial industry. (3:44) Covered calls as the perfect example: products that respond to investor demand for yield, not what's actually in their best interest. (4:49) Dan compares income-chasing in covered call ETFs to Apple's marketing genius—except in finance, the benefits flow mostly to issuers, not investors. (5:48) Why dividend bias was relatively harmless, but the covered call craze is not—and how new ETFs “multiply like rabbits.” (7:46) Ben's analysis: in every example studied, covered call investors ended up with less wealth than those holding the underlying equities. (8:13) The hidden trade-off: holding covered call ETFs is like keeping 25–30% of your portfolio in cash for a decade. (9:33) Lighter interlude: Dan teases Ben about his lentil (and later cabbage) lunches. (9:59) First AMA question: Are domestic dividend tax credits already priced into stock valuations? (Short answer: partially, depending on investor composition.) (12:13) Why even if tax benefits are “priced in,” Canadians with favorable tax rates still come out ahead. (15:58) Hedging currencies in commodity economies like Canada and Australia—when it helps, when it hurts, and why there's no perfect answer. (18:48) Dan explains why unhedged portfolios can actually be less volatile for Canadians and why most hedging is imprecise and costly in practice. (20:03) Behavioral perspective: splitting the difference between hedged and unhedged can be the “strategy of least regret.” (21:06) Bonds demystified—why falling prices during rising rates affect funds and individual bonds equally. (22:22) Understanding duration: bond ETFs are designed to stay at a target maturity, while individual bonds age toward zero duration. (26:03) How rising yields actually improve financial plans by boosting future expected returns. (29:08) Choosing the right bond fund duration based on your time horizon and liabilities. (33:39) Are recent bond losses an anomaly? Ben and Dan explain how decades of falling rates created unrealistic expectations. (36:21) The role of unexpected rate changes in bond volatility—and why central banks don't control long-term yields. (38:01) Market-cap weighting: why it remains the most defensible way to allocate across countries and sectors. (41:48) What's changed their thinking after six years of Rational Reminder—from Scott Cederberg's asset allocation data to the behavioral power of homeownership. (45:13) The Horizons/Global X ETF debate: how swap-based, corporate-class structures create tax efficiency—and why that efficiency could vanish. (50:42) Why PWL avoids these products: potential hidden tax liabilities and lack of transparency for clients. (54:31) Borrowing to invest: Ben outlines why leverage works in theory—but Dan explains why most investors shouldn't touch it. (57:25) New “modest leverage” ETFs (125% exposure) as a more behavioral-friendly version of borrowing to invest. (1:00:36) Fulfillment and frustration in finance: helping people achieve peace of mind vs. seeing deception still rampant in the industry. (1:03:09) Five years of Vanguard's all-in-one ETFs (like VEQT): how they've delivered exactly what they promised and reshaped DIY investing in Canada. (1:07:47) Why these “one-ticket” portfolios remain the biggest innovation in Canadian investing—and why global diversification matters more than ever. (1:08:50) Revisiting bonds in retirement: what to expect when they don't offset stock volatility, and how to rethink risk management beyond yield-chasing. Links From Today's Episode: Meet with PWL Capital: https://calendly.com/d/3vm-t2j-h3p Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/ Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X — https://x.com/RationalRemind Rational Reminder on TikTok — www.tiktok.com/@rationalreminder Rational Reminder on YouTube — https://www.youtube.com/channel/ Rational Reminder Email — info@rationalreminder.ca Benjamin Felix — https://pwlcapital.com/our-team/ Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Dan Bortolotti — https://pwlcapital.com/our-team/ Dan Bortolotti on LinkedIn — https://ca.linkedin.com/in/dan-bortolotti-8a482310 Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
Mercedes just confirmed Russell and Antonelli for 2026 only.Climb the ladder with me on Patreon: https://patreon.com/lawvsMercedes has locked in George Russell and Kimi Antonelli for 2026...but with no overt commitments beyond the regulation reset. The clearest signal yet that the 2027 driver market is wide open. Unlike other teams who proudly shout long-term deals, such as Pierre Gasly with his 2028 Alpine deal. The “pairing” language hints at stability without permanence, confidence theatre. Hedging seats rather than betting on the future. The messaging is unmistakable. If Max Verstappen moves, Mercedes will be ready.#f1 #georgerussell #maxverstappen #formula1 #formulaone #f12025 #totowolff #helmutmarko #f1news #f1updates #f1drivers #f1latest #redbullracing #redbullf1 #verstappen #mercedes #mercedesf1 #russell Get 15% off at the Castore Official website with my special link: https://glnk.io/ryj2p/lawrence #AdCastoreAffRussell's Deal Confirms Mercedes Empire Is Crackinghttps://youtu.be/D2PjWbKL46QCan't watch the ladder? HEAR it instead as a podcast.RSS: https://feeds.acast.com/public/shows/lawvsSpotify: https://open.spotify.com/show/6hcmgaNHAcU5AHjUITTXS8Apple: https://podcasts.apple.com/tt/podcast/lawvs-the-ladder-man/id1720160644Brand new PO BOX now open: LawVS, PO BOX 437, WALLINGTON, SM6 6EZ, UKWear a piece of F1 history on your wrist with Mongrip: https://mongrip.com/?ref=mxyyVz7corTaLG Hosted on Acast. See acast.com/privacy for more information.
In this episode of Cutaneous Miscellaneous, host Nicholas Brownstone, MD, welcomes Meenal Kheterpal, MD, Associate Professor of Dermatology at Duke University School of Medicine, for a comprehensive look at locally advanced basal cell carcinoma (laBCC) and the role of Hedgehog inhibitors (HHIs), a must-know topic for dermatology residents. Dr Brownstone opens with a board review of basal cell carcinoma, including risk factors, clinical variants, treatment selection, and when to consider Mohs surgery. He breaks down the Hedgehog signaling pathway, explaining how vismodegib and sonidegib work and their common side effects. In the main segment, Dr Kheterpal discusses how to identify and define laBCC in clinical practice, select appropriate candidates for HHI therapy, and integrate these agents into neoadjuvant treatment strategies. She shares practical pearls on counseling patients, managing adverse effects like muscle cramps, alopecia, and dysgeusia, and addressing teratogenicity concerns in reproductive-age patients. The episode also highlights tips for communicating treatment expectations confidently and applying clinical judgment beyond textbook definitions. Tune in to the full episode for board-focused insights and real-world takeaways for your future clinics.
China's ties with Southeast Asia states are increasingly consequential for regional stability and global geopolitics. Over the past two decades, China has become the region's largest trading partner and a major source of investment and infrastructure financing. At the same time, China growing military presence and aggressive behavior in the South China Sea have caused anxiety and have prompted a number of Southeast Asian nations to seek closer security ties with the United States and other partners. The Trump administration's policies of imposing tariffs, reducing foreign assistance, and implementing stricter immigration regulations have begun to erode US influence across the region, further encouraging Southeast Asian countries to rely on each other and to diversify their relationships with external partners. To discuss Beijing's evolving approach to Southeast Asia and the efficacy of its policies, we are joined on the podcast today by Dr. Chong Ja Ian. He is an Associate Professor of Political Science at the National University of Singapore and a nonresident fellow at Carnegie China. Ian's research focuses on Chinese politics, foreign policy, and US-China relations. Timestamps[00:00] Intro[01:50] China's Tools and Objectives in SEA[03:02] Economic Relations with SEA[05:52] Success and Failures of Beijing's SEA Strategy[07:47] Regional Media and Influence[11:40] SEA Views on China: Consensus and Discord[14:55] Regional Strategy Post-Trump[18:22] SEA Reactions to China Taking Taiwan by Force[22:40] Crisis Planning and How it Could Change[24:10] Long-Term Outlooks for China-SEA Relations
The recent dramatic whipsaw in the markets is a reminder to review your portfolio's safety mechanisms. This time, it may not be about what you're adding but how much of it. Find out why. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Highlights from their conversation include:Peter's Background and Entry into Shipping (2:19)Lessons from Market Volatility and Crisis Response (3:41)The Shift Toward Data-Driven Decision Making (4:49)Embracing Transparency and Index-Linked Contracts (5:48)Standardization and Hedging in Ocean and Air Freight (9:17)How Index-Linked Contracts Work in Practice (11:58)Advice on Tendering Cycles and Spreading Risk (16:18)Overcapacity, Trade Wars, and 2026 Demand Forecast (20:40)Building a Data-Driven and Trustworthy Culture (25:06)Rapid Fire: Peter's Favorite Port and Career Alternatives (28:42)If Containers Could Talk: Stories from Around the World (29:15)Final Thoughts and Takeaways (30:02)Dynamo is a VC firm led by supply chain and mobility specialists that focus on seed-stage, enterprise startups.Find out more at: https://www.dynamo.vc/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Inside Wirtschaft - Der Podcast mit Manuel Koch | Börse und Wirtschaft im Blick
Der DAX und vor allem auch die US-Aktien tendieren auf sehr hohen Niveaus. Experten warnen seit einiger Zeit, dass Rücksetzer und ein Einbrechen der Kurse um 20 Prozent auch jederzeit möglich sind. „Anleger müssen viel mehr auf Geld- als auf Geopolitik gucken. Was passiert bei der Fed? Wie sind die Zinserwartungen? Und es sieht so aus, dass wir weiterhin eher eine lockere Geldpolitik haben. Und das ist genau das, was dazu führt, dass die US-Indizes immer neue Höchststände erreichen. Sollte sich das mal drehen mit steigenden Zinsen, sollte man auch am Aktienmarkt aufpassen”, sagt Tim Grüger. Wie können Anleger ihr Vermögen schützen und möglichst krisenfest machen? Der Experte von TF Daytrading/ Tradingsfreaks weiter: „Die Fortgeschrittenen können über Derivate, Optionen, über Futures das klassische Hedging betreiben. Depots absichern. Das ist aber nicht für jedermann. Wenn man als Privatanleger in diese Thematik reinkommt, ist es eher ratsam, über die Investmentquoten zu gehen. Zu überlegen, muss ich wirklich zu 100 Prozent am Aktienmarkt investiert sein, aber kann ich so langsam über Teilverkäufe Cash aufbauen. Um dann, wenn diese Bewegung nach unten kommt, auch handlungsfähig zu sein. Wir gehen nicht nur über News-Trading, aber wir generieren über die News relativ schnell Trade-Ideen. Wir können jeden Tag neue Ideen aufbauen und 99 Prozent dieser Trades sind am Tagesende geschlossen. Nicht alles auf ein Pferd setzen. Es gibt die Möglichkeit ein gutes Stock-Picking zu betreiben. Auch hier würde ich Cash aufbauen. Es gibt sehr viele Leute, die durch Neobroker reingekommen sind. Die kennen das noch nicht. Da werden schnell Fehlentscheidungen getroffen." Alle Infos im Interview von Inside Wirtschaft-Chefredakteur Manuel Koch an der Frankfurter Börse und auf https://tradingfreaks.com
Judy Beck from Clonroad Garden Centre joined Alan Morrissey on Monday's Morning Focus for our regular In The Garden Slot. This week, Judy spoke about all things related to hedging. If you have any questions for Judy, contact the show on 0818 400 964 or send a text or WhatsApp to 086 1800 964.
In this Friday Field Notes episode, Ryan Michler explores what it truly means for men to take risks and why it's essential for growth, leadership, and purpose. He outlines the importance of knowing your “why,” weighing risk versus reward, hedging your bets, and preparing every area of your life before making bold moves. Ryan also emphasizes the need for courage, resilience, and guidance from mentors. This conversation is a practical and powerful guide for men who want to step into greater responsibility, push past fear, and live with meaning while taking calculated, righteous risks. SHOW HIGHLIGHTS 00:14 Big goals and the role of risk 02:24 The importance of knowing your why 07:03 Measuring risk versus reward 09:27 Hedging your bets 11:50 Getting your house in order 14:16 SWOT analysis for decision-making 16:37 The mandate to take righteous risk 18:55 Coaching opportunities and Iron Council Battle Planners: Pick yours up today! Order Ryan's new book, The Masculinity Manifesto. For more information on the Iron Council brotherhood. Want maximum health, wealth, relationships, and abundance in your life? Sign up for our free course, 30 Days to Battle Ready
The dollar is down almost 10 per cent since the beginning of the year. Yes, it has fallen from a very strong position, but the drop might also reflect growing international unease about the direction of American institutions of government. Today on the show, Rob Armstrong and Katie Martin discuss the weakening of the dollar, and how traders are betting on it. Also, they go short not having joined a hedge fund and short a cup of matcha. For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer.You can email Robert Armstrong and Katie Martin at unhedged@ft.com.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
Trader Masaya Okoshi and host Amar Reganti talk about the evolution and mechanics of bond market trading.2:55 – Bond trading, then and now5:40 – Price transparency vs ability to move risk7:30 – What is portfolio trading?9:35 – Hedging with credit ETFs11:05 – Technology: Does the limit exist?15:10 – Long-only vs long-short worlds Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Rory Murray, Director of Digital Asset Management at Cleanspark, joins us to discuss his journey from global macro investing to leading Bitcoin mining operations, the Griid acquisition, cost structures, hedging strategies, and how the business is evolving into a hybrid energy‑finance powerhouse. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: Clean Spark: “America's Bitcoin miner” Margins shrink toward zero over cycles Hedging via covered calls at $65K Power contracts lock in multi‑million deals Bitcoin used as collateral for loans Goal: monetize megawatts, not just hash Timestamps: 00:00 Start 04:38 GRIID role 14:36 Managing BTC treasury 20:21 HODL strategy 24:09 Ellipsis Labs 25:10 Miners vs Treasury Companies 33:22 Miners could be better treasury companies 55:14 What is "cost to mine 1 BTC"? 58:50 Miners will fail 1:04:16 Future miner income diversity
Erichsen Geld & Gold, der Podcast für die erfolgreiche Geldanlage
Die meisten von euch werden es wissen: An der Börse kann man sowohl von steigenden als auch von fallenden Kursen profitieren. Heute möchte ich jedoch ein wenig mehr ins Detail gehen und darüber sprechen, wie man sich gegen einen Crash absichern kann. Keine Sorge, dies wird kein großes Warnvideo oder eine warnende Podcastfolge – es geht nicht darum, Panik zu verbreiten. Klar ist allerdings, dass man sich mit der Materie gut auskennen muss. Es gibt Situationen, in denen eine solche Art der Absicherung, wenn sie richtig umgesetzt wird, durchaus sinnvoll sein kann. Das möchte ich gleich zu Beginn als Disclaimer mit auf den Weg geben. Wichtig ist, dass man genau versteht, wie diese Produkte funktionieren. Also, wie kann man sich gegen einen Crash absichern? Und vor allem: Wie kann man – so wie es ein erfolgreicher Hedgefonds-Manager getan hat – sogar mit einem Crash über 3000 % Rendite erzielen? ► Hole dir jetzt deinen Zugang zur brandneuen BuyTheDip App! Jetzt anmelden & downloaden: http://buy-the-dip.de ► An diese E-Mail-Adresse kannst du mir deine Themen-Wünsche senden: podcast@lars-erichsen.de ► Meinen BuyTheDip-Podcast mit Sebastian Hell und Timo Baudzus findet ihr hier: https://buythedip.podigee.io ► Schau Dir hier die neue Aktion der Rendite-Spezialisten an: https://www.rendite-spezialisten.de/aktion ► TIPP: Sichere Dir wöchentlich meine Tipps zu Gold, Aktien, ETFs & Co. – 100% gratis: https://erichsen-report.de/ Viel Freude beim Anhören. Über eine Bewertung und einen Kommentar freue ich mich sehr. Jede Bewertung ist wichtig. Denn sie hilft dabei, den Podcast bekannter zu machen. Damit noch mehr Menschen verstehen, wie sie ihr Geld mit Rendite anlegen können. ► Mein YouTube-Kanal: http://youtube.com/ErichsenGeld ► Folge meinem LinkedIn-Account: https://www.linkedin.com/in/erichsenlars/ ► Folge mir bei Facebook: https://www.facebook.com/ErichsenGeld/ ► Folge meinem Instagram-Account: https://www.instagram.com/erichsenlars Die verwendete Musik wurde unter www.soundtaxi.net lizenziert. Ein wichtiger abschließender Hinweis: Aus rechtlichen Gründen darf ich keine individuelle Einzelberatung geben. Meine geäußerte Meinung stellt keinerlei Aufforderung zum Handeln dar. Sie ist keine Aufforderung zum Kauf oder Verkauf von Wertpapieren. Zum Zeitpunkt der Erstellung dieses Beitrags, lagen bei dem Autor, Lars Erichsen, keine Interessenskonflikte vor. Geplante Änderungen: Keine. Weitere Informationen entnehmen Sie bitte unserem Transparenzhinweis zum Umgang mit Interessenskonflikten: https://www.lars-erichsen.de/transparenz-und-rechtshinweis
TakeawaysTight supply and credit are major issues in the coffee industry.Working capital is crucial for navigating market fluctuations.Coffee prices have significantly increased over the past few years.Tariffs and hedging costs are adding financial pressure on importers.Supply chain issues are exacerbating the crisis in the coffee market.Roasters need to protect their credit lines during tough times.Communication with suppliers and banks is essential for maintaining credit.The market's uncertainty is likely to persist in the near future.Strategic planning is necessary for roasters to adapt to changing conditions.Understanding the macroeconomic factors affecting coffee prices is vital. Part of The Exchange Coffee Podcasting Network TAKE OUR LISTENER SURVEY Visit and Explore Covoya!
ory dives deep into energy risk management with industry veteran Steve Sinos. Steve, with over 20 years of experience, explains how energy derivatives—from Futures and Options to CFDs—are crucial risk management tools designed to shift, not destroy, market risk. The episode frames this through the practical scenario of advising a regional airline on hedging its largest cost: fuel price exposure. Steve details the non-mechanical, iterative process of understanding controllable versus unknowable factors, emphasizing that effective risk management forces explicit trade-offs to achieve strategic goals. The discussion covers the diverse hedging approaches of airlines and E&P companies, focusing on product selection, instrument choice, and the critical challenge of basis risk. He shares insights on managing for quantifiable success over predicting "black swan" events, and the shift towards optimizing the "efficiency of a risk dollar" for specific cash flow targets. Listeners will also learn about interpreting complex market data like Commitment of Traders (COT) reports to avoid speculative biases and navigating unique market structures, such as the current "smiley curve" in crude futures. This episode underscores the risk manager's role as a "therapist," helping strategic leaders make informed decisions by understanding the sacrifices required to meet their objectives
The cost of capital is rising.Inflation may be more present in future years, especially as we re-shore manufacturing.And as we re-shore it, we are also re-introducing our economy's exposure to the natural business cycle -- something we'd largely been able to divorce our exposure to by pushing it onto other countries during the era of Globalization.In short: the entire framework we've been accustomed to investing in is coming to an end, warns macro analyst Stephanie Pomboy.What will the likeliest implications be?Watch this video to find out.#inflation #jobs #costofcapital 0:00 - Jobs market revisions: 911,000–919,000 fewer jobs than expected, signaling weakness3:02 - Payrolls at 22,000 vs. 75,000 expected, unemployment at 4.3%, highest in years4:40 - Stephanie's analysis: Jobs data overstated, markets ignore economic weakness6:47 - Markets treat revisions as a non-event, expect Fed rate cuts to offset12:04 - Consumer spending weak, high debt costs, and job market slowdown threaten14:44 - Unemployment rate (4.3%) vs. Fed funds rate: Historical recession patterns17:27 - Reshoring manufacturing: Long-term process, not immediate economic boost19:01 - Quits rate collapse signals job insecurity despite soaring asset prices21:10 - Great Resignation shifting to job retention, boomers may unretire23:32 - Unemployment rate understates true weakness, millions outside labor force24:51 - Reshoring manufacturing: Benefits and challenges, higher costs, wages27:49 - End of globalization: Higher production costs, economic demand for liquidity30:46 - Financial markets face volatility, reimporting business cycle33:00 - Framework shift: Higher inflation, costlier capital reshape investing35:31 - Adam's outlook: Short-term bearish, medium-term bullish, long-term bearish37:45 - Policy responses: Aggressive stimulus likely, but deficits persist39:27 - Gold as hedge against global fiat debasement, developed world debt issues41:34 - FOMC expectations: 25–50 bps cut, markets expect dovish tone44:55 - Yield curve control likely if long rates resist Fed cuts46:24 - Bond yields: Potential short-lived rally, then upward pressure from deficits48:36 - Gold outlook: Strong gains, but expect sell-the-news correction51:30 - Hedging gold positions with inverse ETFs to manage pullback risk53:39 - Gold demand driven by non-Western investors, U.S. demand lags58:44 - Corporate credit risks: $1 trillion debt due, extend-and-pretend fading1:01:17 - Housing market pressures: High costs, job losses could trigger bust_____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.
September is already volatile and we haven't even had a Fed meeting yet! Now might be the right time to look into the “value” promise of AI… and add some under-valued sectors as cheap insurance.
Tuesday, September 2nd, 2025Today, Donald Trump is now posting photos of himself playing golf from August 23rd and telling people without prompting that he's in excellent health; all 76 children the administration tried to kidnap and disappear to Guatemala this weekend are back at their refugee and resettlement facilities; Robert Mueller has been diagnosed with Parkinson's and will be unable to testify in the Epstein matter; Trump's commerce secretary's former investment bank is taking bets against tariffs; preliminary data shows 1.2M migrants are missing from the workforce - but those numbers may not be accurate; Russia is suspected of jamming the GPS of the EU leader's plane; Florida may lose $218M with the shutdown of the Everglades concentration camp; a judge has dismissed charges over chalk art at the Pulse nightclub crosswalk; and Allison and Dana deliver your Good News.Thank You, FastGrowingTreesGet 15% off your first purchase. FastGrowingTrees.com/dailybeansYou Can Vote For Dana ! 2025 Out100: Cast your vote for Readers' Choice!StoriesRobert Mueller Has Parkinson's Disease, Family Says | The New York TimesRussia Suspected of Jamming GPS for E.U. Leader's Plane, Officials Say | The New York TimesFlorida may lose $218M on empty 'Alligator Alcatraz' as judge orders shutdown | AP NewsTrump's Commerce Secretary Loves Tariffs. His Former Investment Bank Is Taking Bets Against Them | WIRED1.2 million immigrants are gone from the US labor force under Trump, preliminary data shows | AP NewsJudge Dismisses Florida Arrest Over Rainbow Chalk Art Near Pulse Nightclub | Rolling StoneGood Trouble Tomorrow is the deadline to publicly comment on the Department of Veterans Affairs new rule banning reproductive healthcare, so please head to the link and leave a public comment asking the VA to continue providing health care to our veterans. Write a Public Comment - Reproductive Health Services - Deadline September 3**California needs your help | Proposition 50 Vote YES !!Yes On Prop 50 | Special Election Phone Banks - mobilize.us**Trump's VA Rule Would Ban Abortion Care for Veterans—Your Voice Can Stop It | On Offense with Kris Goldsmith – Write a Public Comment - Reproductive Health Services - Deadline September 3**IRS asks for public input on free tax filing options to inform congressional report | Internal Revenue Service - Deadline September 5**Help ensure safety of public servants. Hold RFK Jr accountable by signing the letter: savehhs.org, @firedbutfighting.bsky.social on Bluesky**SIGN THE STATEMENT OF SOLIDARITY AND SUPPORT for the FEMA Katrina Declaration.From The Good NewsPatrons Sponsoring Patrons - The Daily Beansdryoceansociety - instagramVolunteer Expo - Oregon - The StandardTRICARE For LifeOur Donation LinksNational Security Counselors - DonateMSW Media, Blue Wave California Victory Fund | ActBlueWhistleblowerAid.org/beansFederal workers - email AG at fedoath@pm.me and let me know what you're going to do, or just vent. I'm always here to listen. Find Upcoming Actions 50501 Movement, No Kings.org, Indivisible.orgDr. Allison Gill - Substack, BlueSky , TikTok, IG, TwitterDana Goldberg - BlueSky, Twitter, IG, facebook, danagoldberg.comMore from MSW Media - Shows - MSW Media, Cleanup On Aisle 45 pod, The Breakdown | SubstackReminder - you can see the pod pics if you become a Patron. The good news pics are at the bottom of the show notes of each Patreon episode! That's just one of the perks of subscribing! patreon.com/muellershewrote Our Donation LinksNational Security Counselors - DonateMSW Media, Blue Wave California Victory Fund | ActBlueWhistleblowerAid.org/beansFederal workers - feel free to email AG at fedoath@pm.me and let me know what you're going to do, or just vent. I'm always here to listen. Find Upcoming Actions 50501 Movement, No Kings.org, Indivisible.orgDr. Allison Gill - Substack, BlueSky , TikTok, IG, TwitterDana Goldberg - BlueSky, Twitter, IG, facebook, danagoldberg.comCheck out more from MSW Media - Shows - MSW Media, Cleanup On Aisle 45 pod, The Breakdown | SubstackShare your Good News or Good TroubleMSW Good News and Good TroubleHave some good news; a confession; or a correction to share?Good News & Confessions - The Daily Beanshttps://www.dailybeanspod.com/confessional/ Listener Survey:http://survey.podtrac.com/start-survey.aspx?pubid=BffJOlI7qQcF&ver=shortFollow the Podcast on Apple:The Daily Beans on Apple PodcastsWant to support the show and get it ad-free and early?The Daily Beans | SupercastThe Daily Beans & Mueller, She Wrote | PatreonThe Daily Beans | Apple Podcasts
Take our free English fluency quiz. Find out if your level is B1, B2, or C1. Do you love Business English? Try our other podcasts: All Ears English Podcast: We focus on Connection NOT Perfection when it comes to learning English. This podcast is perfect for listeners at the intermediate or advanced level. This is an award-winning podcast with more than 4 million monthly downloads. IELTS Energy Podcast: Learn IELTS from a former Examiner and achieve your Band 7 or higher, featuring Jessica Beck and Aubrey Carter Visit our website here or https://lnk.to/website-sn Send your English question or episode topic idea to support@allearsenglish.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
Do you call a spade a spade, or do you prefer to be a bit more gentle with the things you say? Professor Roly Sussex explores the use of hedging and why it's so common in the English language.
In the digital age, it's critical to craft communication that fits the context.Like it or not, algorithms now decide whose messages get heard. “If you want to communicate effectively,” says Adam Aleksic, “you need to be exactly aware of what that medium is doing.”Aleksic is a linguist, author, and educational content creator with millions of followers across TikTok, Instagram, and YouTube. His latest book, Algospeak: How Social Media Is Transforming the Future of Language, explores how the platforms we use create new contexts that require new ways of communicating. “Every medium uniquely affects how we communicate, and we adapt our speech to these media,” he says. In the same way that we tailor communication for the contexts of the office, the gym, or the bar, digital platforms — and the algorithms that drive them — require the same contextualized communication. “You have to appeal to [the] algorithm,” he says.In this episode of Think Fast, Talk Smart, Aleksic and host Matt Abrahams examine how words are born, change meaning, and spread in the digital age. Their conversation highlights practical ways to be more intentional with the words we choose by considering the medium, understanding the context, and adapting communication accordingly.To listen to the extended Deep Thinks version of this episode, please visit FasterSmarter.io/premium.Episode Reference Links:Adam AleksicAdam's Book: AlgospeakEp.91 Um, Like, So: How Filler Words Can Create More Connected, Effective Communication Connect:Premium Signup >>>> Think Fast Talk Smart PremiumEmail Questions & Feedback >>> hello@fastersmarter.ioEpisode Transcripts >>> Think Fast Talk Smart WebsiteNewsletter Signup + English Language Learning >>> FasterSmarter.ioThink Fast Talk Smart >>> LinkedIn, Instagram, YouTubeMatt Abrahams >>> LinkedInChapters:(00:00) - Introduction (02:21) - Language, Labels, & Identity (04:40) - What Is Algospeak? (05:46) - Generational Language Gaps (08:03) - Communicating for Multiple Mediums (10:45) - Mastering Virality & Engagement (12:12) - Semiotics & Going Viral (13:58) - The Evolution of “Like” (15:09) - Hedging, Ambiguity, & Power Dynamics (17:47) - Actionable Takeaways on Communication (18:58) - Grammar: Rules, Context, & Changing Norms (21:01) - The Final Three Questions (26:50) - Conclusion *****Thank you to our sponsors:Strawberry.me. Get $50 off coaching today at Strawberry.me/smartBuild a beautiful website with Square Space for free today today, and when you're ready to launch, use code Thinkfast & save 10% Support Think Fast Talk Smart by joining TFTS Premium.
TISS is a weekly podcast where Varun, Kautuk, Neville & Aadar discuss crazy "facts" they find on the internet. Come learn with them... or something like that.This week, the boys are diving into a hilarious episode of 'betting apps, Mumbai floods and crazy doctors'To support TISS, check out our Instamojo: www.instamojo.com/@TISSOPFollow #TISS Shorts where we put out videos: https://bit.ly/3tUdLTCYou can also check out the podcast on Apple podcast, Spotify and Google podcast!https://shorturl.at/hfQZXhttp://apple.co/3neTO62http://spoti.fi/3blYG79http://bit.ly/3oh0BxkCheck out the TISS Sub-Reddit: https://bit.ly/2IEi0QsCheck out the TISS Discord: / discord Buy Varun Thakur's 420 Merch - http://bit.ly/2oDkhRVSubscribe To Our YT Channels:Varun - https://bit.ly/2HgGwqcAadar - https://bit.ly/37m49J2Kautuk - https://bit.ly/3jcpKGaNeville - https://bit.ly/2HfYlWyFollow Us on Instagram:Varun - / varunthakur Aadar - / theaadarguy Kautak - / cowtuk Neville - / nevilleshah. Chapters:0:00 - Cold Open3:55 - Welcome to The Internet Said So4:25 - Mumbai Rains are WILD every year!5:48 - Amitabh Bachchan's Waterlogged House?6:44 - Fresh fish at the Railways7:50 - How Mumbai Rains affect all of us - 'Spirit of Mumbai'12:08 - The dark lessons you learn as a 'Mumbaikar'14:02 - Man on scooty in Mumbai rains14:50 - How Mumbai police sprung into action16:45 - Govt vs Gambling and Betting Apps21:53 - How Betting apps were getting into people's minds25:46 - Indian Cricket Team's 'Curse'?27:20 - Dream 11 is a 'game of skill'?34:30 - The craziest things that people are betting money on! - Betting on Bollywood!37:10 - Betting on Matchfixing?37:58 - Betting on Weddings?44:49 - Betting on Delhi's air quality?45:39 - Varun and Las Vegas casinos50:56 - The unbelievable story of Archie Karas52:44 - The Greek legend of the Sirens54:25 - Crazy Rags to Riches to Rags story56:20 - Kautuk saw an old man gambling online58:14 - Varun gambled in Sydney1:00:19 - Hedging your bets where politians invest money1:00:42 - How Victor Hugo solved procrastination1:01:30 - Incredible 'doctors'?1:01:50 - The Great Impostor Doctor during the Korean War1:05:35 - Can glue help with injuries?1:09:13 - The saline drip doctor1:11:11 - The bad-boy dentists1:17:54 - The Circus Incubator doctor1:22:34 - Thanks for tuning in, folks! 1:22:56 - Post Credit SceneCreative Producer- Antariksh TakkarChannel Artwork by OMLThumbnail - OML
This one dissects a sales hack too wild to be true and dives deep into the cultural forces creating a new generation of extremists.Welcome to the Alfalfa Podcast
In this episode, Mark Longo, Matt Amberson (ORATS), and Matthew Tuttle (Tuttle Capital Management) delve into several key areas, including the ongoing growth in the options market, the utility of zero-day options, and various options-based ETFs. The discussion covers market trends like increased single-name equity volume, strategies for employing cash-secured puts, and the benefits of using options for portfolio protection. Matt Amberson introduces their new AI tool, Otto, and Matthew Tuttle discusses the launch of their new zero-day and leveraged ETFs. Listener questions on options strategies, metrics for selling volatility, and the best ways to hedge risks are also addressed. 01:25 Welcome to The Advisor's Option 03:18 Meet the Hosts and Guests 07:06 Market Overview and Volatility Discussion 15:05 Earnings Volatility Report 20:38 Options 101: Strategies and Tips 28:21 The Buzz: Latest Developments in Options 31:48 Explosive Growth in the Options Market 32:20 New Generation of Options Traders 32:34 Innovations in Options Trading 33:42 ETF Strategies and Market Trends 36:54 Zero Day Options and Flex Options 41:22 Leveraged ETFs and High-Octane Trading 42:27 Office Hours: Answering Listener Questions 50:51 The Importance of Hedging for RIAs 55:27 Final Thoughts and Resources
In this episode, Mark Longo, Matt Amberson (ORATS), and Matthew Tuttle (Tuttle Capital Management) delve into several key areas, including the ongoing growth in the options market, the utility of zero-day options, and various options-based ETFs. The discussion covers market trends like increased single-name equity volume, strategies for employing cash-secured puts, and the benefits of using options for portfolio protection. Matt Amberson introduces their new AI tool, Otto, and Matthew Tuttle discusses the launch of their new zero-day and leveraged ETFs. Listener questions on options strategies, metrics for selling volatility, and the best ways to hedge risks are also addressed. 01:25 Welcome to The Advisor's Option 03:18 Meet the Hosts and Guests 07:06 Market Overview and Volatility Discussion 15:05 Earnings Volatility Report 20:38 Options 101: Strategies and Tips 28:21 The Buzz: Latest Developments in Options 31:48 Explosive Growth in the Options Market 32:20 New Generation of Options Traders 32:34 Innovations in Options Trading 33:42 ETF Strategies and Market Trends 36:54 Zero Day Options and Flex Options 41:22 Leveraged ETFs and High-Octane Trading 42:27 Office Hours: Answering Listener Questions 50:51 The Importance of Hedging for RIAs 55:27 Final Thoughts and Resources
Les propos exprimés dans ce podcast relèvent d'expériences et d'opinions personnelles dans un but de divertissement et ne substituent pas les conseils d'un.e sexologue ou autre professionnel de la santé. Cette semaine sur le podcast, on lit vos témoignages de meilleures préliminaires et on vous partage nos expériences personnelles. Au menu : - Pourquoi le désir ne vient pas toujours spontanément (et c'est correct) - Le retour de la libido après une grossesse et l'impact de l'allaitement - Des trucs concrets pour pimenter les préliminaires (jouets, BPR, positions) - Les nouvelles positions préférées (vive les marches!) - Des témoignages de la communauté aussi drôles qu'inspirants Le podcast est présenté par Éros et Compagnie Utiliser le code promo : SEXORAL pour 15% de rabais sur https://www.erosetcompagnie.com/ Les jouets dont les filles parlent : https://www.erosetcompagnie.com/page/podcast Le podcast est présenté par Oxio. Pour plus d'informations: https://oxio.ca/ Code promo pour essayer Oxio gratuitement pendant un mois: SEXEORAL Pour collaborations : partenariats@studiosf.ca Pour toutes questions : sexeoral@studiosf.ca Pour suivre les filles sur Patreon : https://www.patreon.com/sexeoralpodcast Pour contacter les filles directement, écrivez-nous sur Instagram : https://www.instagram.com/sexeoral.podcast/
F1 Racing and the markets. Earnings, economics and the Fed. The casino - zero date options. Thomas Thornton, Hedge Fund Telemetry is this week's guest. NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment) Stay Updated Thomas Thornton is a former portfolio manager, senior trader, and technical analyst with Level Global Investors and Galileo Capital. Tom has written a daily market note for a select group of hedge fund managers for years and now has offered it for all investors with Hedge Fund Telemetry. His long term focus on sentiment indicators borders on the obsessive. Our growing team at Hedge Fund Telemetry is comprised of current and former buy and sell side individuals. Hedge Fund Telemetry was first conceived with inspiration from Tom's lifelong passion following Formula 1 racing. In the early 90's, Formula 1 teams started to equip cars with sensors on every imaginable component and data was relayed wirelessly through telemetry to the pits to analyze and then instructions from the pits were relayed back to the driver so he could make changes to find the optimal balance for the car. It has always been the same way for Tom, as a senior trader at his hedge fund, he would get in early, collect data from many sources, analyze that data, and then communicate information out to his firm so his team could properly balance the firm's portfolio. It's now our goal to relay that same type of information so that one can also gain that edge. Follow @TommyThornton Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (MSFT), OKLO), (SMR), (WING), (NVDA), (CEG)
In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz answer your questions! ---
This week, Norma Clarke explores the ancient arts of hedge-laying, thatching, hay-cutting and wood-turning; and highlights from this week's issue.'Words from the Hedge: A hedgelayer's view of the countryside', by Richard Negus'Of Thorn and Briar: A year with the West Country hedgelayer', by Paul Lamb 'On the Roof: A thatcher's journey', by Tom Allan'Where Are the Fellows Who Cut the Hay?: How traditions from the past can shape our future', by Robert Ashton'Ingrained: The making of a craftsman', by Callum RobinsonProduced by Charlotte Pardy Hosted on Acast. See acast.com/privacy for more information.
Scott Bilter of AtlasFX on FX market volatility, using AI to tackle forecast problems, and what he's hearing from Europe.Hedging currency risk effectively and the FX exposure forecasting it requires got more complicated for many treasury teams in the first half of 2025 as the U.S. dollar slumped the most in more than 50 years against a basket of other currencies. But it's not completely clear yet how much of a price multinationals will pay for the currency market's gyrations. In this episode, Scott Bilter, co-founder and CFO of AtlasFX, joins NeuGroup's Antony Michels to discuss how artificial intelligence is transforming FX exposure forecasting.
In this season 5 episode of First Look ETF, Stephanie Stanton @etfguide examines the latest ETF marketplace trends with NYSE and guests. The guest lineup for this episode includes:1. Maital Legum, NYSE2. Ethan Powell, CFA, Principal & Chief Investment Officer at Brookmont Capital Management3. Sam Rahman, Portfolio Manager at Hedgeye Asset Management (X feed: @HedgeyeAM)4. Joseph R. Shaposhnik, Founder, Rainwater Equity*********First Look ETF is sponsored by the New York Stock ExchangeLearn more at https://www.ETFCentral.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)
This week, Le Shrub joins the show to lay out his barbell portfolio strategy and "GAG" (Golden Age of Grift) thesis. We discuss fiscal dominance, bond market dysfunction, yield curve control, and why crypto—especially ETH—is gaining traction as the new high-yield frontier. We also cover risk scenarios like Japan yield shocks, Powell's potential firing, rising inflation swaps, and how private equity and crypto are being funneled into 401(k)s to keep the system afloat. Enjoy! — Follow Le Shrub: https://x.com/agnostoxxx Follow Tyler: https://x.com/Tyler_Neville_ Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance — Join us at Digital Asset Summit in London October 13-15. Use code FORWARD100 for $100 OFF https://blockworks.co/event/digital-asset-summit-2025-london __ Weekly Roundup Charts: https://drive.google.com/file/d/1QhG4HJA0tyvEtFncy_voFFm5LEOKEcib/view?usp=sharing — This Forward Guidance episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHFelix Learn more about the VanEck Fabless Semiconductor ETF (SMHX): vaneck.com/SMHXFelix Echo Protocol is the first Bitcoin liquid re-staking and yield layer on MoveVM. As the second-largest protocol on Aptos by TVL, Echo secures nearly half of the network's bridged assets with ~$270M in aBTC minted. https://www.echo-protocol.xyz/ — Timestamps: (00:00) Introduction (02:54) Shrub Portfolio (07:47) Macro Setup (12:36) Ads (VanEck, Aptos) (13:56) Yields Too High? (16:33) Bessent & QRA (18:53) “Fire Powell” Trial Balloon (20:53) Trading The Ponzi (24:48) Japan & Inflation (26:41) Who's Gonna Buy The Bonds? (33:24) Are Recessions Over? (34:18) Ads (VanEck, Apotos) (35:42) Are Recessions Over? (36:34) Weimar Endgame (38:58) Coldplay Affair (40:41) Volatility, Hedging & Hedge Funds (47:09) Inflation vs Growth (49:52) Trump Risk & Grift (54:13) “Democratizing” Finance (56:36) Crypto Treasury Companies (01:04:07) Why Do You Own Things? (01:05:05) Final Thoughts — Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #Macro #Investing #Markets #ForwardGuidance
Welcome to The Chrisman Commentary, your go-to daily mortgage news podcast, where industry insights meet expert analysis. Hosted by Robbie Chrisman, this podcast delivers the latest updates on mortgage rates, capital markets, and the forces shaping the housing finance landscape. Whether you're a seasoned professional or just looking to stay informed, you'll get clear, concise breakdowns of market trends and economic shifts that impact the mortgage world.In today's episode, we look at the the latest salvo between Fed Chair Jerome Powell and President Donald Trump. Plus, Robbie sits down with Optimal Blue's Jeff McCarty to discuss the growing importance of integrated, data-driven tools in secondary marketing to improve pricing precision, risk management, and efficiency, particularly as market volatility, product diversity, and AI adoption reshape the hedging and trading landscape. And we look at what was a surprisingly strong June payrolls report that will certainly keep the Fed from cutting rates on hold until September.Thank you to Figure. Figure is shaking up the lending world with their five-day HELOC, offering borrower approvals in as little as five minutes and funding in five days. Figure has hundreds of partners in the Banking, Credit Union, Home Improvement, and of course, IMB space embedding their technology. Lenders, give your borrowers an experience they will rave about. Learn more at figure.com.
In this dynamic episode of the Derivative podcast, Jeff Malec sits down with Kevin Jamali, Senior Vice President at Farther, for an unfiltered dive into the evolving world of wealth management. What begins as a journey through Jamali's career—from Chicago Board of Trade futures trader to alternative investment strategist—quickly becomes a provocative exploration of how technology and personalized advice are reshaping financial planning.Jamali and Malec dissect the limitations of traditional investment approaches, challenging the long-held belief that a simple 60/40 portfolio is enough. With wit and insider knowledge, they discuss how Farther is pioneering a new approach that integrates modern technology with deep financial expertise.The conversation weaves through Jamali's insights on alternative investments, including private equity and managed futures, revealing how these strategies can provide more robust portfolio protection. His background in trading and Brazilian Jiu-Jitsu emerges as an unexpected lens for understanding investment strategy—where adaptability, strategic thinking, and risk management are key. SEND IT!Chapters:00:00-00:53 = Intro00:54-08:45 = Navigating the Evolving Landscape of Financial Markets: Kevin Jamali's Remarkable Journey08:46-17:52 = Uncovering the CTA Advantage: Systematic Strategies for Gaining Investment Edge17:53-28:58 =Optimized Title: Revolutionizing Wealth Management: Farther's Tech-Powered Approach to Financial Empowerment28:59-42:45= Exploring Alternative Investments: Diversifying Beyond Traditional Portfolio Boundaries42:46-56:22= Unlocking the Power of Tactical Tools and Strategic Insights: Navigating Notes, Hedging, and Portfolio Engineering56:23-01:04:17 Buffered Notes Unveiled: Unveiling the Secrets of Strategic Risk Management and Customized Investment Solutions01:04:18-01:11:20 Balancing Passions and Pursuits: Exploring the Intersection of AI, Martial Arts, and Professional EndeavorsFollow along with Kevin on LinkedIn and for more information on Farther please visit farther.com!Don't forget to subscribe toThe Derivative, follow us on Twitter at@rcmAlts and our host Jeff at@AttainCap2, orLinkedIn , andFacebook, andsign-up for our blog digest.Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visitwww.rcmalternatives.com/disclaimer
Best Ball Breakfast serves up 4 more drafts in the Best Ball Mania 6 contest on Underdog Fantasy. Pete begins with a solo draft, brings on Pat Kerrane and Mike Leone, then finishes out with special guest Nick Ercolano from @BDGEFantasyFootball . Topics discussed: Pulling the levers of uniqueness with value hound picks, what's possible when you get behind at WR, balancing ADP value and player targets, and attacking players who project well on bad offenses.☕ Become a "Best Ball Value Hound" Youtube member to get access to Best Ball After Dark interviews.
Mohnish Pabrai's Sessions at University of Nebraska Omaha on May 2, 2025 and Heilbrunn Center for Graham and Dodd Investing at Columbia Business School on March 25, 2025. (00:00:00) - Introduction (00:02:20) - Walmart vs The Nifty-Fifty (00:05:18) - Berkshire's 12 best decisions in 58 years; Ajit Jain (00:08:05) - Nick Sleep (00:12:06) - Learning from mistakes; Ferrari & Frontline (00:13:30) - Rules of becoming rich (00:16:15) - Walmart & the Walton Family (00:17:51) - Microsoft; Steve Balmer (00:23:21) - Coca-Cola (00:25:32) - Evolution of strategies (00:26:52) - Investment checklist (00:30:36) - Circle of competence (00:33:28) - Macroeconomic factors; Saudi Aramco & Ferrari (00:40:47) - Learnings from Warren and Charlie (00:43:02) - Golf vs. Investing (00:44:50) - Identifying opportunities; Moody's Manual and The Japan Company Handbook (00:50:33) - Duan Yongping: Oppo & Vivo (00:53:53) - Economic moats (00:55:51) - Impact of leverage; The Founder's Podcast: IKEA (00:58:51) - Capitalism in investing; Amazon (01:00:33) - Value investing for technology businesses: Amazon (01:05:40) - Index investing (01:07:38) - Microsoft vs. Apple; Bill Gates (01:13:01) - When to exit an investment (01:19:31) - Selecting a stock (01:20:41) - Circle of competence; John Arrillaga (01:23:50) - Investing in Turkiye; Reysas & TAV Airports (01:28:02) - Investing in coal businesses (01:31:58) - You can identify great businesses only after you own them (01:33:42) - Portfolio concentration (01:39:26) - Investing is watching the paint dry (01:42:17) - Coca-Cola; Hetty Green from The Founder's podcast (01:47:36) - Hedging an investment (01:48:45) - Investing in commodities The contents of this website are for educational and entertainment purposes only, and do not purport to be, and are not intended to be, financial, legal, accounting, tax or investment advice. Investments or strategies that are discussed may not be suitable for you, do not take into account your particular investment objectives, financial situation or needs and are not intended to provide investment advice or recommendations appropriate for you. Before making any investment or trade, consider whether it is suitable for you and consider seeking advice from your own financial or investment adviser.
Properties for Sale on the North Side? We want to buy them. Email: StraightUpChicagoInvestor@gmail.com Have a vacancy? We can place your next tenant and give you back 30-40 hours of your time. Learn more: GCRealtyInc.com/tenant-placement Has Property Mgmt become an opportunity cost for you? Let us lower your risk and give you your time back to grow. Learn more: GCRealtyinc.com ============= Real Estate Nate shares how he has accumulated 26-units with healthy cash flow all while having a demanding W2 job! Nate shares lessons learned from his first few deals and compares small vs large multifamily buildings. He explains how he and his wife leverage their high-income W2 jobs to propel their real estate investments and hedge associated risks. Nate dives into his consulting business involving CRM system implementation. Nate closes with tips on financing 5+ unit buildings and emphasizes the importance of building a great team to set yourself up for REI success! If you enjoy today's episode, please leave us a review and share with someone who may also find value in this content! ============= Connect with Mark and Tom: StraightUpChicagoInvestor.com Email the Show: StraightUpChicagoInvestor@gmail.com Guest: Nate Fernandez, Optimum Process Partners Link: Nate's Instagram Link: Nate's LinkedIn Link: NBOA Chicago Link: West Suburban Building Owners Association Link: Extreme Ownership (Book Recommendation) Link: SUCI Ep 196 - John Warren Guest Questions 02:51 Housing Provider Tip - Power through difficult deals and keep the end goal in mind! 04:48 Intro to our guest, Nate Fernandez! 09:06 Lessons learned from Nate's first deal! 16:17 Comparing 2-4 unit vs 5+ unit buildings. 20:16 Hedging risk with proper planning. 23:33 Setting up a property management system. 27:02 Nate's system implementation consulting business and areas of focus. 30:43 Navigating pre-sale inspections. 35:57 Nate's goals by 40! 38:05 Leveraging a W2 job to propel real estate investments! 40:55 How to finance 5+ unit buildings. 45:11 What is your competitive advantage? 45:53 One piece of advice for new investors. 46:19 What do you do for fun? 46:57 Good book, podcast, or self development activity that you would recommend? 47:50 Local Network Recommendation? 49:10 How can the listeners learn more about you and provide value to you? ----------------- Production House: Flint Stone Media Copyright of Straight Up Chicago Investor 2025.
This episode explores how Bitcoin investors can build resilient portfolios, respond to economic slowdowns, and make smarter money and time decisions. Expert insights on real estate trends, estate planning, and hedging strategies round out a comprehensive discussion. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 03:45 - The sustainability of Bitcoin's rally and long-term price outlooks. 05:35 - Trends in Bitcoiners' real estate investments amid housing illiquidity. 07:43 - How to interpret downgraded global growth forecasts for personal planning. 11:12 - How Bitcoiners can diversify portfolios while managing volatility. 19:45 - Entrepreneurial vs. employment decisions in today's financial climate. 20:37 - Hedging strategies for crypto portfolios under regulatory uncertainty. 21:05 - Shifts in investor behavior during inflationary slowdowns. 21:22: The impact of macroeconomic trends on Bitcoin investment strategies. 29:00 - The estate and tax implications of a Strategic Bitcoin Reserve. 36:09 - Lifestyle shifts prioritizing time over income in economic downturns. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Jim's website. Jim's X Account. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok. Check out our Bitcoin Fundamentals Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: SimpleMining AnchorWatch Found DeleteMe Fundrise Vanta The Bitcoin Way Indeed Shopify Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm