Podcasts about inflated

On this episode of the podcast, Chewy and Eugene discuss why modern BJJ has been less effective in modern mixed martial arts. We discuss the BJJ ruleset shift created in 1975 that incentivized groundwork and removed penalties for guard pulling which ultimately shaped the direction of Jiu-Jitsu. We also talk about the technique that Jiu-Jitsu does best, the first "Three Waves of MMA," what Chewy's preferred guard was for MMA when in bottom position, the best base for MMA and also for self defense, the importance of sparring and going live for stress inoculation, "Alpha Male Bros," and the idea of "Inflated grandiosity." Thanks to the podcast sponsors: Check out "Athlethc" at https://athlethc.com/ and use the code Chewjitsu10 to get 10% off of your order of hemp-derived THC performance mints.  Charlotte's Web CBD. Head over to https://bit.ly/chewjitsu30 and use the promo code Chewjitsu30 to get 30% off of your total purchase. Epic Roll BJJ. Check out https://epicrollbjj.com/ and use the promo code Chewjitsu20 to get 20% off of your total purchase. Check out podcast exclusives including conversations with guests, Q&A sessions, and tons more at https://patreon.com/thechewjitsupodcast

In this week's episode of The Wrap, Chris Whalen analyzes the Blue Owl situation as part of a broader pattern in private credit. He argues that private credit firms purchasing insurance companies is "the fox getting into the hen house" since insurance assets are held at book value rather than marked to market, beyond easy regulator reach. Chris makes the case that public markets are superior due to transparency and liquidity, while private markets mainly benefit Wall Street through higher fees, and predicts roughly half of private equity managers will struggle to raise capital due to poor performance. From his Washington visit, Chris notes redistricting has left few genuinely competitive House seats, discusses a Supreme Court case on Voting Rights Act enforcement, and predicts 2028 will be Rahm Emanuel versus Marco Rubio. He explains Vice Chair Michelle Bowman's proposal to roll back Basel III mortgage restrictions that have discouraged bank housing finance for 15 years. On silver, Chris describes Chinese exchanges imposing trading limits due to supply constraints, commercial buyers sourcing from artisanal mines, and potential COMEX cash settlement, noting he continues adding to gold and silver positions despite volatility.Use the code TheWrap2026 for 25% off your first year of The Institutional Risk Analyst https://www.theinstitutionalriskanalyst.com/plans-pricingLinks:    The Institutional Risk Analyst: https://www.theinstitutionalriskanalyst.com/  Inflated book (2nd edition): https://www.barnesandnoble.com/w/inflated-r-christopher-whalen/1146303673Twitter/X: https://twitter.com/rcwhalen    Website: https://www.rcwhalen.com/   Timestamps:0:00 Preview: The fox getting into the hen house 0:38 Welcome back — Blue Owl and the private credit blowup 1:23 Chris's reaction to Blue Owl restricting redemptions 3:19 Why this matters for retail investors and retirees 4:21 Two reasons this matters — volatility and annuity risk 5:59 How many people truly understand this risk? 6:47 It's not a headline issue until it becomes one 9:22 The Modigliani-Miller Theorem explained 11:12 Do you dabble in private markets at all? 12:18 How do you see this ultimately playing out? 13:05 Half of all PE managers will go out of business 15:12 Do you get pushback from the industry? 16:06 Moving to DC — upcoming midterms 16:45 The disconnect between media narrative and reality 18:22 Supreme Court case on Voting Rights Act 20:33 Base case for midterms — who takes the House? 22:42 Trump administration's communication problems 23:30 Bold call: Rahm Emanuel for Democratic nomination 2028 24:56 The case for Rahm Emanuel 27:09 Marco Rubio vs Rahm Emanuel prediction 28:23 Michelle Bowman's significant speech on Basel III 30:07 How Basel III distorted the mortgage market for 15 years 32:15 What's going on in silver specifically? 34:55 The silver squeeze — producers going to artisanal mines 36:01 Still long gold and silver, adding positions 37:01 What Chris is watching next week

Ben Maller & Danny G. Radio have Mail Bag fun for your Sunday! All questions sent in by new listeners & P1's of the #MallerMilitia! Download, subscribe, and remember that sharing is caring (unless it's an STD.) Follow Danny G. @DannyGradio and Ben on Twitter @BenMaller and listen to the original terrestrial radio edition of "Ben Maller Show," Monday-Friday on Fox Sports Radio, 2a-6a ET, 11p-3a PT!...Follow, rate & review "The Fifth Hour!" #BenMaller #FSRWeekendsSee omnystudio.com/listener for privacy information.

Ben Maller & Danny G. Radio have Mail Bag fun for your Sunday! All questions sent in by new listeners & P1's of the #MallerMilitia! Download, subscribe, and remember that sharing is caring (unless it's an STD.) Follow Danny G. @DannyGradio and Ben on Twitter @BenMaller and listen to the original terrestrial radio edition of "Ben Maller Show," Monday-Friday on Fox Sports Radio, 2a-6a ET, 11p-3a PT!...Follow, rate & review "The Fifth Hour!" #BenMaller #FSRWeekendsSee omnystudio.com/listener for privacy information.

In this episode of The Wrap, Chris Whalen argues that the AI narrative is stalling and we're witnessing a sustained rotation from tech, AI, and crypto into safer, income-generating stocks. Chris points out that JPMorgan — arguably the best-run bank in America — has fallen from the top of his rankings to 87th place in just six months, a dramatic shift showing managers are rotating into smaller cap names. He describes this as a "manic, momentum-driven market" where the extraordinary gains of 2025 are now being given back. Chris is skeptical of both the AI and crypto narratives, calling them "driven by Wall Street hype," and notes that crypto is suffering specifically because the AI story has broken down. For 2026, he advises looking for safety and income rather than growth, remains long gold and silver despite volatility, and cautions that "this year is going to be a much more difficult year" for most sectors. On housing and the Fed, Chris lays out what Kevin Warsh and Scott Besant must do: swap the Fed's $2 trillion MBS portfolio to Treasury, restructure low-coupon securities into CMOs, and bury them in insurance company balance sheets to unlock the housing market.Links:    The Institutional Risk Analyst: https://www.theinstitutionalriskanalyst.com/  Inflated book (2nd edition): https://www.barnesandnoble.com/w/inflated-r-christopher-whalen/1146303673Twitter/X: https://twitter.com/rcwhalen    Website: https://www.rcwhalen.com/   Timestamps:0:00 Welcome and intro 01:00 AI narrative stalling, tech's worst week since November 1:59 Is this a healthy correction or something bigger? 4:58 JPMorgan now ranks 87th — what does that tell you? 6:36 Small caps rule right now — managers rotating to safety 7:30 What does it mean if managers won't own the best bank in America?8:30 The link between crypto and AI 11:32 Chris is skeptical of both AI and crypto narratives 11:57 What's the next legitimate growth story for the US? 13:15 All that trapped private equity capital in tech 14:55 Fannie and Freddie earnings — but where's the growth? 17:00 What Warsh and Bessent need to do to fix housing 19:00 Should the Fed engage in fiscal issues? 21:54 The Fed's real mandate — keeping the Treasury market open 23:00 What should Warsh do with the MBS on the balance sheet? 24:58 Why we haven't seen a typical crash cycle 26:17 What's the trade for 2026? Safety and income 28:08 PennyMac's mistake — buying Cenlar 31:58 Viewer mail34:39 Gold and silver portfolio — lots of opportunity despite volatility35:00 Closing

Welcome to The Daily, where we study the Bible verse by verse, chapter by chapter, every day. Read more about Project23 and partner with us as we teach every verse of the Bible on video. Our text today is 1 Corinthians 4:6-7. Pride rarely shows up overnight. It inflates slowly—one comparison at a time. The Corinthians were comparing leaders, comparing gifts, comparing wins, and comparing influence. Every comparison pumped a little more air into the ego. So Paul says: I have applied all these things to myself and Apollos for your benefit, brothers, that you may learn by us not to go beyond what is written, that none of you may be puffed up in favor of one against another. For who sees anything different in you? What do you have that you did not receive? If then you received it, why do you boast as if you did not receive it? — 1 Corinthians 4:6–7 There it is: "puffed up." Inflated. Air-filled. Hollow confidence built on comparing yourself to someone else. Comparison is spiritual bloat. It makes you look bigger, but it always makes you weaker. Paul doesn't just call it pride—he shows what fuels it: You compare your strengths to someone else's weakness. You compare your wins to someone else's struggles. You compare your gifting to someone else's calling. And suddenly, you're "puffed up in favor of one against another." Comparison always produces two outcomes: inflation or deflation. Neither leads to humility. So Paul places a pin in the ego with one question: "What do you have that you did not receive?" It's one of the most humbling sentences in the chapter. Your gifts? Received. Your opportunities? Received. Your abilities? Received. Your influence? Received. Your successes? Received. When you realize everything is a gift, boasting feels ridiculous. You didn't earn the breath you're breathing. You received it. When you remember everything comes from God, something beautiful happens: The bloating stops. The ego shrinks. The comparisons fade. Gratitude rises. Because you can't be "puffed up" when you know you're living on received grace. Therefore, puffed-up faith pops under pressure. So stay grounded. Stay grateful. Stay aware that everything you have comes from a generous God—not a comparison chart. DO THIS: Identify one area where comparison has inflated or deflated you. Then replace comparison with gratitude by thanking God for what you've received. ASK THIS: Where am I most tempted to compare myself with others? What gift from God have I been treating like something I earned? How would gratitude—not comparison—change my posture today? PRAY THIS: Father, expose the places where I've inflated myself through comparison. Remind me that everything I have is received from You. Make me humble, grounded, and grateful. Amen. PLAY THIS: "Give Me Jesus"

AP correspondent Julie Walker reports on Lindsey Vonn's latest crash, her broken leg and the end of her 2026 Olympic dream.

In this episode of The Wrap, Chris Whalen discusses the structural conflict between President Trump and incoming Fed Chair Kevin Warsh: Trump wants home prices to stay high, while Warsh wants to shrink the Fed's balance sheet — and "someone's going to be disappointed." Chris warns that resuming quantitative tightening could repeat the 2018 repo crisis, especially concerning given Morgan Stanley paid 45% for repo funding in Q4 2025. He breaks down the Penny Mac disaster, where Bill Pulte's $200 billion MBS buyback plan caused the stock to crash from $150 to $90 in a day, explaining why "when politicians play with markets, bad things happen." On housing, Chris argues there's no easy policy fix for affordability — prices simply need to fall 10-20% to normalize. He declares last year's speculation wave over, noting "we just ran out of runway," and advises investors to shift toward defensive positioning and stocks with cash flows. Chris remains bullish on gold and silver long-term despite recent pullbacks, urging viewers to buy the dips.Links:    The Institutional Risk Analyst: https://www.theinstitutionalriskanalyst.com/  Inflated book (2nd edition): https://www.barnesandnoble.com/w/inflated-r-christopher-whalen/1146303673Twitter/X: https://twitter.com/rcwhalen    Website: https://www.rcwhalen.com/   Timestamps:0:00 Welcome 1:13 Last year was a year of aspiration — reality is setting in 2:30 Gold and silver pullback — Chris is buying the dips 4:19 Speculative money rotating from crypto to metals (Hyperliquid) 5:00 Still bullish on gold and silver long-term 7:11 Kevin Warsh and the yield curve problem 8:20 Politicians can't control long-term rates — but they keep trying 9:43 Can Warsh shrink the balance sheet without breaking something?11:46 Trump vs. Warsh: Someone's going to be disappointed 13:23 Significant number of realtors didn't do deals last year 14:38 Housing consolidation and overcapacity 15:26 Is housing a leading or lagging indicator? 17:04 The only fix: Home prices need to fall 10-20% 19:36 The Penny Mac bombshell explained 21:40 "Our leaders are not serious people" 22:53 What would smart housing policy actually look like? 24:35 Theme for 2026: Risk off and defensive positioning 25:00 Preserving capital over speculation 26:21 "We just ran out of runway" — the end of the speculation wave  28:11 Viewer mail: Congress stuck between a rock and a hard place29:12 The two bad choices: Hyperinflation or less growth 31:14 Americans hate paying taxes — and seeing money wasted 32:20 Closing thoughts

Viewpoints Explained: When Romance Meets Inflated PricingValentine's Day may feel romantic, but the price tag is anything but. We breakdown why flowers, dinners, and last-minute plans seem to cost more each year and how timing quietly drives the holiday economy.Host: Ebony McMorrisProducer: Amirah Zaveri  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We break down what's happening in early season 2026 as well as mantras to get through tough parts of the game.

In this week's episode of The Wrap, Chris Whalen breaks down President Trump's nomination of Kevin Warsh as Fed Chair, calling him "the only choice" and a "classic hawk" who won't be afraid to lecture Congress on the link between deficits and inflation — something no Fed chair has done in 30 years. Chris explains why Warsh will likely shrink the balance sheet while giving Trump one or two rate cuts, and predicts the nomination may actually keep Powell on the board through 2028 just to deprive Trump of another conservative seat. On markets, Chris sees a more boring year ahead after 2025's extraordinary run, with gold and silver due for a 10-15% correction — though the bull market isn't over. He notes that crypto platforms like Hyperliquid are now trading precious metals, signaling money flowing from crypto into the "shiny object that's moving most." Chris also warns that private equity is becoming a major risk, with one in five firms now illiquid or in default, representing hundreds of billions in potential bank losses.Links:    The Institutional Risk Analyst: https://www.theinstitutionalriskanalyst.com/  Inflated book (2nd edition): https://www.barnesandnoble.com/w/inflated-r-christopher-whalen/1146303673Twitter/X: https://twitter.com/rcwhalen    Website: https://www.rcwhalen.com/   Timestamps:0:00 Welcome 1:09 Kevin Warsh nominated as Fed Chair — Chris's reaction 2:15 Warsh will have to build consensus on the FOMC 3:01 Warsh won't be afraid to link deficits and inflation 3:15 Will Warsh be more hawkish? 4:26 Warsh during the financial crisis — what to expect 5:25 The martyrdom of Jerome Powell: Yellen and Powell did too much6:04 Hard decisions the market won't like 6:15 A conservative Fed puts pressure back on Congress 7:21 Will Trump like Warsh lecturing on deficits? 7:49 Powell refusing to say if he'll stay as governor 9:32 Is staying on the board political? 10:32 What will Powell's legacy be? 12:09 The state of the Fed's balance sheet: Poor 13:21 Central banks should keep assets short — the Fed didn't 14:15 Powell's comments on the deficit being "unsustainable" 16:08 Markets: S&P briefly hit 7000 17:47 Credit-sensitive stocks under pressure, metals outperforming 18:41 Labor market and layoffs: Amazon, UPS, FedEx 19:19 Personnel costs and inflation 19:42 Gold to $5,600, silver to $110 — correction coming? 20:50 Crypto platforms now trading gold and silver 22:21 Central bank gold holdings now exceed foreign Treasury holdings24:26 Where Chris is putting his money 24:43 WGA 50 bank rankings preview 26:57 Private equity risk: 1 in 5 firms illiquid or in default 28:29 AI companies leveraged to their eyebrows 28:50 Viewer mail: Taking profits on Annaly?32:29 Parting thoughts: Earnings, Warsh, and what's ahead 34:47 Closing

Back after brutal New Jersey snowstorms derailed the schedule—Sal Assante returns with no-holds-barred takes on America's boiling crises. Recent deadly ICE encounters and shootings during immigration protests (like the tragedies in Minneapolis) expose the dangers of sanctuary cities clashing with federal enforcement, where political agendas turn streets into battlegrounds. Epstein files? Still buried despite promises—DOJ drags its feet on full release, fueling cover-up suspicions. International flashpoints rage on with Ukraine/Russia tensions, Trump's renewed Greenland push for strategic dominance, and bloated military budgets draining resources. Economically, asset prices are wildly inflated—homes out of reach, markets detached from reality—demanding urgent corrections before the bubble bursts. "Stay informed, do what you can"—patriots, awareness is the first step to action.

Today's economy doesn't just create wealth. It creates the ability to show off wealth, and that visibility inflates expectations so quickly that even high-achieving parents often feel behind, overwhelmed, or financially stretched. Today, I break down why expectations rise faster than real progress, how that impacts family decisions, and why the small behaviors you repeat consistently are far more important than dramatic financial moves. If you've ever felt like your life looks "successful" on paper but still feels stretched or pressured in real time, you'll want to hear this episode. Connect with Paul If you're a family with multiple kids who feel like your money should be working harder but aren't sure where to start, I do complimentary 30-minute financial reviews. Schedule a meeting here. For resources discussed in this episode, visit tammacapital.com/podcast. Follow Paul on LinkedIn. Resources Featured in This Episode: Getting the Goalpost to Stop Moving Uncovering Core Values for Financial Clarity and Emotional Balance You Can Do Most Things, But Not All: A Realistic Approach to Family Goals and Money

B2B sales leaders lose deals not in the RFP-but long before it arrives. In this episode, we unpack why RFPs fail in B2B sales, how sales leadership must rethink RFP strategy, and what outcome-based selling looks like in complex enterprise sales environments. RFPs trigger pressure, speed, and reaction - but that instinct is exactly what kills win rates. Host Harry Kendlbacher sits down with Patrick Oestreich, a senior commercial leader preparing to assume a CEO role, to break down how elite B2B sales teams approach RFPs with discipline, clarity, and leadership judgment. This episode is a masterclass in B2B sales strategy, qualification, and modern sales leadership - especially for teams operating in procurement-driven, enterprise environments.

Why do we Still Have Inflated Heights and Weights on Team Rosters?Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

GUEST: Arthur Herman. SUMMARY: Herman dismisses Canadian media narratives regarding a US invasion as "inflated flights of fancy" and absurdities. He critiques the hysteria surrounding Greenland and argues that Prime Minister Carney's hope of becoming a strategic partner with China is a "fantasy" that ignores geopolitical reality.1910 GREENLAND

Why should you list your gambling losses on your tax return? There's a long list of reasons. Let's dive in into them... Do you have unfiled tax returns that need filing? Call us at 866-8000-TAX or fill out the form at https://choicetaxrelief.com/If you want to see more…-YouTube:    / @loganallec  -Instagram: @ChoiceTaxRelief @LoganAllec -TikTok: @loganallec-Facebook: Choice Tax Relief // Logan Allec, CPA -Reddit:   / taxrelief   

 The facts support Florida's education story generally as being one that's a legitimate success. 

What's up everyone, today we have the pleasure of sitting down with Jordan Resnick, Senior Director, Marketing Operations at CHEQ.(00:00) - Intro (01:10) - In This Episode (03:47) - Demystifying Go-to-Market Security (06:14) - The Fake Traffic Surge (08:14) - How the Dead Internet Theory Connects to Bot Traffic Growth (12:31) - How to Detect Bot Traffic Through Behavioral Patterns (16:13) - How Go To Market Teams Reduce Fake Traffic And Lead Pollution (30:03) - Preventing Fake Leads From Reaching Sales (34:17) - How to Calculate Revenue Impact of Fake Traffic (38:09) - How to Report Marketing Performance When Bot Traffic Skews Metrics (43:58) - Trust Erosion From Fake Traffic (49:49) - How Marketing Ops Should Adapt Systems for Machine Customers (53:59) - Funnel Audits With Security Teams to Reduce Bot Traffic (57:47) - Detachment as a Career Survival Skill Summary: Distinguishing fake traffic from real machine customers starts where metrics break down. Jordan shows how AI-driven bots now scroll, click, submit forms, and pass validation while quietly filling dashboards with activity that never turns into revenue. The tell is behavioral texture. Sessions move too fast. Paths skip learning. Engagement appears without intent. Real machine customers behave with rhythm and purpose, returning, evaluating, integrating. Teams that recognize the difference lock down the conversion point, block synthetic demand before it reaches core systems, keep sales calendars clean, and only report once traffic has earned trust.About JordanJordan Resnick is Senior Director of Marketing Operations at CHEQ, where he leads the systems, data, and workflows that support go-to-market security across a global customer base. His work sits at the intersection of marketing operations, revenue operations, attribution, automation, and analytics, with a clear focus on building infrastructure that holds up under scale and scrutiny.Before CHEQ, Jordan led marketing operations at Atlassian, where he supported complex GTM motions across multiple business units and global markets. Earlier roles at Perkuto and MERGE combined hands-on execution with customer-facing leadership, integration design, and process ownership. His career also includes more than a decade as an independent operator, delivering marketing operations, automation, content, and technical solutions across a wide range of organizations. Jordan brings a deeply practical, execution-driven perspective shaped by years of building, fixing, and maintaining real systems in production environments.Demystifying Go-to-Market SecurityGo-to-market security shows up when growth metrics look strong and revenue outcomes feel weak. Marketing operations teams live in that gap every day. Jordan describes GTM security as a business-facing discipline that protects the integrity of acquisition, funnel data, and downstream decisions that depend on clean signals. The work sits inside marketing operations because that is where traffic quality, lead flow, and revenue attribution converge.When asked about how GTM security differs from traditional fraud prevention, Jordan frames the difference through decision-making pressure. Security teams historically focus on defending infrastructure and minimizing exposure. Marketing ops teams focus on maintaining momentum while spending real budget. GTM security evaluates risk in context, with an eye toward revenue impact, forecasting accuracy, and operational trust across teams that rely on shared data.Jordan grounds the concept in specific failure points that operators recognize immediately. GTM security examines where bad inputs quietly enter systems and multiply.Paid traffic that inflates sessions without creating buyers.Analytics skewed by automated interactions that look legitimate.Form submissions that pass validation and still never convert.Sales pipelines filled with activity that drains time and morale.Each issue compounds because systems assume the data is real. Teams keep optimizing against numbers that feel precise and still point in the wrong direction.“You are putting money into driving people to your website, and the first question should be how many of those people are real and able to buy.”Invalid traffic behaves like a contaminant. It flows from acquisition into attribution models, forecasting tools, CRMs, and revenue dashboards. Marketing celebrates growth, sales chases shadows, and finance questions confidence in the entire funnel. The problem rarely announces itself as a security incident. It surfaces as confusion, missed targets, and internal friction.GTM security matters because it gives marketing ops teams a framework to protect the inputs that shape every downstream decision. The work runs alongside traditional security while staying anchored in go-to-market outcomes. That way you can spend with confidence, trust your reporting, and hand sales teams signals grounded in real buying behavior.Key takeaway: Treat go-to-market security as part of your core marketing operations workflow. Validate traffic quality, filter lead integrity, and block funnel contamination before data enters analytics and sales systems. That way you can protect budget efficiency, restore confidence in reporting, and align growth decisions with real customer behavior.The Fake Traffic SurgeAI-powered automation now sits at the center of the fake traffic surge, and the data from CHEQ makes that pattern hard to dismiss. The jump from 11.3 percent to 17.9 percent happened because automation became accessible to almost anyone with intent. Writing scripts once required time, skill, and trial and error. AI removes that friction and replaces it with speed and scale, which changes who can participate and how quickly abuse spreads.Jordan ties that accessibility directly to incentives that marketing teams quietly tolerate. Fraud still generates money. Inflated traffic still props up dashboards. Higher visit counts still circulate in board decks without hard questions attached. AI accelerates activity that already existed and widens the group capable of producing it. That combination turns fake traffic into background noise instead of a visible threat, especially when volume metrics continue to earn praise.“You don't need to be a hardcore coder to write a script anymore. You can get AI to do it for you.”Automation also introduces a layer of ambiguity that most teams are not prepared to handle. Bots now perform legitimate tasks that look suspicious inside analytics tools. Some scan pricing pages. Some analyze product specs. Some gather research for downstream purchasing decisions. Jordan points out that people already configure agents to place orders, and that behavior blends seamlessly into traffic logs. Marketing systems treat those visits the same way they treat fraud, which creates confusion across attribution and forecasting.That confusion pushes teams toward blunt fixes that create new problems. Blanket blocking removes useful signals. Loose filtering leaves waste untouched. Jordan frames the real work as classification rather than suppression. Teams now need to separate intent categories instead of chasing a single definition of fake traffic. That work forces uncomfortable conversations about which metrics deserve trust and which exist only because nobody benefits from challenging them.Fake traffic keeps growing because systems reward volume and rarely penalize distortion. AI makes production easier, incentives keep demand high, and measurement practices lag behind reality. Marketing ops teams that continue to treat traffic as a vanity me...

Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, joins The Julia La Roche Show for "The Wrap with Chris Whalen." In this episode of The Wrap, Whalen breaks down why GSE release is officially off the table after Trump ordered them to buy back their own debt—a move Whalen calls "politics" driven by midterm election fears. He shares his take on crypto as "a polite form of gambling," explains why he prefers gold over silver despite silver's recent run, and dives deep into the housing market's affordability crisis. Whalen reveals his biggest concern for 2026: the hidden risks in private equity and credit, calling them "rancid pools of illiquid, opaque assets" that could cause major bank losses. He also weighs in on the DOJ's subpoena of Fed Chair Jerome Powell, predicting Kevin Warsh will likely be the next Fed chair, and closes with his outlook on markets, the dollar, and bank stocks.Links:    The Institutional Risk Analyst: https://www.theinstitutionalriskanalyst.com/  Inflated book (2nd edition): https://www.barnesandnoble.com/w/inflated-r-christopher-whalen/1146303673Twitter/X: https://twitter.com/rcwhalen    Website: https://www.rcwhalen.com/   Timestamps:0:00 Welcome back to the Wrap with Chris Whalen0:30 GSE release officially off the table?2:32 The $200 billion announcement is politics 4:08 Political landscape and midterm elections 4:49 Crypto legislation falls apart 5:14 Crypto as speculation vs. gold & silver 6:40 Silver's short squeeze and volatility 8:30 Gold vs. silver as long-term trades 9:07 Copper and Dr. Copper as economic indicator 10:10 Housing policy and affordability crisis 12:10 Will the Fed allow home prices to fall? 14:30 Bank earnings season takeaways 16:50 Consumer delinquencies and economic warning signs 18:12 The hidden risk in private equity and credit 19:48 The "POOP" problem in private lending 21:42 Private credit as a ticking time bomb 22:58 Jerome Powell's DOJ subpoena 24:21 Kevin Warsh and the future of the Fed 27:05 Could the Fed resume MBS purchases? 28:56 Viewer question: NLY/Annaly REIT 30:52 Parting thoughts and 2026 outlook 31:46 Closing

LISTEN and SUBSCRIBE on:Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608 Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i WATCH and SUBSCRIBE on:https://www.youtube.com/@WatchdogOnWallstreet/featured  The headline numbers look great: unemployment down, GDP up, trade deficit shrinking. But once you dig past the surface, a very different story emerges. In this deep dive, Chris breaks down the latest labor, trade, and GDP data—and explains why the official narrative doesn't line up with economic reality.Job growth is weak and narrowly concentrated, hiring is sluggish, and layoffs are quietly spreading through small and mid-sized businesses. The “improving” trade deficit? Strip out massive gold shipments and it actually worsens. GDP growth? Inflated by savings drawdowns, falling imports, and gold exports—not rising incomes or real consumer strength.This is why we don't play the TV guessing-game with economic numbers anymore. You have to look inside the data, not just at the headlines. The real economy isn't what the wizards of smart want you to believe—and you're better off being your own economist.

(The Center Square) – The state Department of Ecology has admitted that a recent report on carbon emission reductions through projects financed by the Climate Commitment Act was “significantly inflated” by the Department of Commerce after one environmental analyst previously questioned the effectiveness of several projects. Commerce has now sent back revised figures.Support this podcast: https://secure.anedot.com/franklin-news-foundation/ce052532-b1e4-41c4-945c-d7ce2f52c38a?source_code=xxxxxx Read more: https://www.thecentersquare.com/washington/article_c70afc51-e4ea-4997-bf2d-2d77afd71129.html Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Hello future humans with self-agency inspiring human potential!Be yourself: Nervous system & self sovereignty, self-regulation, integration, resilience, intelligence - 5D mystic pseudoscience mentor for people who pursue Inner growth for personal growth &/or spiritual growth.IHP content resonates with those who live intentionally, cultivate restorative embodiment and resilience, and embody a holistic well-being mindset through conscious lifestyle choices, habits, and daily practices. It's designed for individuals committed to emotional and mental intelligence—those choosing to live as mature, healthy, self-worth–empowered adults. This space is for people who seek to tap into our higher human consciousness potential, live at their “A game,” and leave a meaningful legacy for future generations, with emotional and mental maturity guiding their evolution—and humanity's.Inspiring Human Potential spotlights higher-self mindset lifestyle POVs, stories, ideas & practices

Let's get something straight right out of the gate:2026 is not a “soft launch”.It's a fuck around and find out year.And my favorite astro bestie Torrence Tremayne gives a very specific and direct break down of everything you need to know.After half a decade of grief, dissociation, therapy-speak, spiritual bypassing, and late-stage capitalism catastrophes, the astrology of 2026 signals something potent:

Inflation is a top concern for many retirees, but is it the biggest threat to your financial future? This week, Pat shares the real risks inflation poses to your retirement and ways to preserve your purchasing power for the long run.

In this episode of the Federal Help Center Podcast, Eric Coffie breaks down one of the most dangerous mistakes contractors make when bidding on government work: overpromising what they can't realistically deliver. From unrealistic response times and staffing promises to inflated delivery schedules and "state-of-the-art" claims that don't yet exist, Eric explains how desperation to win can quietly sabotage performance after award. He also unpacks how this behavior raises red flags for evaluators—especially in Lowest Price Technically Acceptable (LPTA) procurements—where honesty and compliance matter far more than flashy narratives. The conversation also dives into a second critical issue: misunderstanding the evaluation method. Eric explains why contractors often waste time and money submitting bloated, over-engineered proposals for LPTA contracts—only to lose to a lean, compliant bid with a lower price. If you want to protect your reputation, avoid performance failures, and bid smarter, this episode is a must-listen. Key Takeaways Overpromising creates performance risk — Unrealistic staffing, response times, or delivery schedules can lead to COR issues, contract discrepancies, or termination for default. Honesty beats hype in LPTA bids — Inflated claims don't earn extra credit; evaluators only care if you meet requirements at the lowest acceptable price. Match your proposal to the evaluation method — In LPTA, "acceptable is acceptable." A shorter compliant proposal will beat a bloated one every time if the price is lower. If you want to learn more about the community and to join the webinars go to: https://federalhelpcenter.com/  Website: https://govcongiants.org/  Connect with Encore Funding: https://www.encore-funding.com/ 

The edge that built you does not disappear when you succeed. In today's episode, Kevin and Alan cut through surface-level self-improvement and speak to what actually sustains growth over decades, not months. Drawing from hard-earned experience, leadership patterns, and thousands of conversations, they examine the subtle mindset shifts that either sharpen discipline or quietly weaken it as life improves. This is a grounded conversation about standards, responsibility, and who you become when no one is watching. If you care about long-term success, personal development, and leadership that holds up under pressure, this episode matters. Press play, then decide whether you are still living like your future depends on it._______________________Learn more about:Your first 30-minute “Business Breakthrough Session” call with Alan is FREE. This call is designed to help you identify bottlenecks and build a clear plan for your next level. - https://calendly.com/alanlazaros/30-minute-breakthrough-sessionReady to level up your podcast? Your first 30-minute “Podcast Breakthrough Session” call with Kevin is FREE - https://calendly.com/kevinpalmieri/free-30-minute-podcast-breakthrough-session-with-kevinThe “Next Level Hope Foundation” creates meaningful experiences for kids growing up without a father figure and builds a positive, supportive community around them.To support this event, you can donate here: https://gofund.me/5c6abcf7f_______________________NLU is not just a podcast; it's a gateway to a wealth of resources designed to help you achieve your goals and dreams. From our Next Level Dreamliner to our Group Coaching, we offer a variety of tools and communities to support your personal development journey.For more information, check out our website and socials using the links below.

This past week, Time magazine named "The Architects of AI" its 2025 Person of the Year, even as the stock market wobbled with fears of an artificial intelligence-fuelled bubble. One way to help make sense of this moment is a tech industry concept known as the "hype cycle." As The Sunday Magazine's Pete Mitton explains, the time-tested idea suggests that, as with other new technologies before it, a crash of expectations – and markets – will likely arrive long before we truly understand how to live with AI. Until then, it's important to understand how the cycle works – and some of the unique dangers AI hype presents.

The Deception Regarding Afghan Troop Strength: Colleagues Jerry Dunleavy and James Hasson detail how the administration misled the public with inflated Afghan troop numbers, hiding the reality of "ghost units" and police forces, adding that removing essential contractors guaranteed the military's failure, yet officials maintained optimistic rhetoric that trapped American citizens and allies behind Taliban lines. 1919 KABUL BOMBED

Get the stories from today's show in THE STACK: https://justinbarclay.comJoin Justin in the MAHA revolution - http://HealthWithJustin.comProTech Heating and Cooling - http://ProTechGR.com New gear is here! Check out the latest in the Justin Store: https://justinbarclay.com/storeKirk Elliott PHD - FREE consultation on wealth conservation - http://GoldWithJustin.comTry Cue Streaming for just $2 / day and help support the good guys https://justinbarclay.com/cueUp to 80% OFF! Use promo code JUSTIN http://MyPillow.com/JustinPatriots are making the Switch! What if we could start voting with our dollars too? http://SwitchWithJustin.com

Happy American Turkey Consumption Day!

The All Local 4pm Update for Wednesday, November 26th 2025

Boortz has finally figured out what's wrong with so many of the "educated" young people who don't want to work and expect government handouts.See omnystudio.com/listener for privacy information.

Boortz has finally figured out what's wrong with so many of the "educated" young people who don't want to work and expect government handouts.Atlanta's ONLY All Conservative News & Talk Station.: https://www.xtra1063.com/See omnystudio.com/listener for privacy information.

Drake named in lawsuit over inflated streams. Hear more about this story on today's podcast.See omnystudio.com/listener for privacy information.

Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, returns for an in-person conversation for episode 303. Whalen warns that stocks and crypto are slowing down as they run out of buyers, while real estate pain continues with older assets selling at discounts and more trouble ahead for private equity and private credit. He attributes Zohran Mamdani's NYC mayoral victory to inflation-driven affordability concerns, predicts a home price correction by 2027-28, and expects continued corporate exodus from New York City as long-term leases roll off. Whalen criticizes the Fed for pushing home prices up 50% since COVID and failing their mandate on price stability, discusses widespread fraud in private credit markets, and highlights Bank of America's duration risk mistakes compared to JPMorgan and Citi. He's currently focused on gold and junior mining stocks, explaining the "debasement trade" as central banks worldwide shift to gold as their primary reserve asset, while predicting crypto will "go bye-bye" and calling stablecoins a dead end.This episode is brought to you by VanEck. Learn more about the VanEck Rare Earth and Strategic Metals ETF: http://vaneck.com/REMXJuliaThis episode is brought to you by Monetary Metals. Learn more at https://monetary-metals.com/julia Links:    Twitter/X: https://twitter.com/rcwhalen    Website: https://www.rcwhalen.com/    The Institutional Risk Analyst: https://www.theinstitutionalriskanalyst.com/   Inflated book (2nd edition): https://www.barnesandnoble.com/w/inflated-r-christopher-whalen/1146303673Timestamps:0:00 - Welcome and introduction1:02 - Reaction to Mamdani election2:03 - Is this the product of inflation?2:10 - Inflation driving affordability issues, Fed's failure2:54 - Heading into correction in home prices by 2027-285:26 - How mortgage lenders set rates vs. bond market6:33 - Will we see a housing emergency declared?12:08 - Outlook for New York for next four years14:59 - Big picture view: stocks and crypto slowing down15:30 - Pain in real estate, private equity, and private credit20:37 - Duration risk story at banks27:47 - Will we get December rate cut?29:17 - Fed funds rate targeting piece32:49 - Chris's portfolio: taking acorns off the table35:59 - The debasement trade39:36 - Crypto going bye-bye, stable coins a dead end42:05 - Closing remarks

For the first time in 32 years, the Toronto Blue Jays are back in the World Series, and all of Canada is rallying behind them. In this episode of Sportly, host Kavitha Davidson dives into how the Blue Jays rekindled Canada's love for baseball, from George Springer's unforgettable homer to Vladimir Guerrero Jr.'s storybook rise. Guest Zach Vanasse, a lifelong Canadian baseball fan and former Expos devotee, joins to explore how the Blue Jays became Canada's team, what that means for Quebec, for Toronto, and for a generation that never knew baseball glory north of the border. Find him on Bluesky: @zachvanasse.bsky.social Follow Sportly on Instagram @sportlypod and Kavitha @kad2105 00:00 03:40 The moment of realisation for fans 07:50 World Series champions in the 90s 11:30 Why the Montreal Expos left 17:00 The rivalry between Toronto and Montreal 20:20 Vladdy Jr stays with the Blue Jays 33:50 Is it a Dodger's game at the World Series? 37:30 Everyone is rooting for the Blue Jays 40:10 Inflated ticket prices 42:10 The legacy of Toronto Blue Jays Host: Kavitha A. Davison | Producer: Paroma Chakravarty I Executive Producer: Saadia Khan | Fact Checking and Research: Paroma Chakravarty I Sound Designer & Editor: Paroma Chakravarty I Immigrantly Theme Music: Simon Hutchinson | Other Music: Epidemic Sound | Cover Art Graphic Designer: Sarah DiMichele Join us as we create new intellectual engagement for our audience. You can get more information at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://immigrantlypod.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Please share the love and leave us a review on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ & ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to help more people find us!  Remember to subscribe to our Apple podcast ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠channel ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠for insightful podcasts.  You can reach the host, Kavitha, at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠kavitha@immigrantlypod.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow us on TikTok @immigrantly  Sportly is an Immigrantly Media Production For advertising inquiries, you can contact us at info@immigrantlypod.com Learn more about your ad choices. Visit megaphone.fm/adchoices

00:08 — Muhannad Ayyash is Professor of Sociology at Mount Royal University in Calgary and Policy Analyst at Al-Shabaka. 00:33 — Jacqueline Sweet is an investigative journalist. Her work has been published in the likes of The Intercept, The Guardian, POLITICO and Mother Jones.  00:45 — Freddy Brewster is a reporter for the Lever.  The post Israel Continues to Ignore Terms of Ceasefire, Dropsite News Investigates Network of Canary Mission Connections; Plus, the Tech Companies Benefiting from an Inflated Defense Budget appeared first on KPFA.

A new audit says the Maricopa County Sheriff's Office vastly inflated costs related to court oversight. ACLU of Arizona's director explains why she finds the report troubling. Plus, how Robrt Pela's childhood friendship dream came true.

No Kings protests were held across the country on Saturday. According to the mainstream media...seven million people attended No Kings protests in cities across the country. However...attendance at No Kings rallies have been disputed and found to be significantly lower than what the media reported. We reveal and react to the potential attendance for No Kings protests. We discuss MSNBC and the media artificially inflating No Kings attendance...and explain why the media would inflate the numbers. We also discuss the tiresome protesting from the far-left...and the potential of Donald Trump to use the insurrection act. SUBSCRIBE TO BEHIND THE LINE - SHORTS: https://www.youtube.com/@btlshorts-84

Michael Green argues that credit statistics have been “artificially inflated for many borrowers” over the last decade. “We're now finding out that there are pockets of exposure and fraud” in both the consumer and corporate market, he says. He thinks sovereign debt is the best place to be in credit markets. Michael also thinks the Fed is in a “very dangerous place” because it hasn't “taken a stand on where the economy sits.”======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Segment 1: Steven Esposito, President of Yellowstone Wealth Management in Lake Forest, joins John to talk about how many interest rate cuts he expects before the end of the year, how the interest rate cuts could impact the economy, his concern over the banking system and credit markets, where he believes your money should be moved to, […]

Scott Wapner and the Investment Committee debate whether AI companies are in a bubble and what it could mean for the broader markets. Plus, we hit the latest Calls of the Day. And later, the Healthcare Sector is breaking out, the Committee discuss how to trade it. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Should the AI trade stand for “artificially inflated?” We discuss with Wedbush's Dan Ives. Plus, Stempoint Capital's Michelle Ross tells us what biotech names she is betting on right now. And, Sherry Paul from Morgan Stanley tells us how she is advising her clients with stocks at record highs. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, explains why Americans remain uncomfortable with gold despite it hitting new highs - it implies dollar weakness after 150 years of reserve currency dominance. He reveals FDR seized the Federal Reserve's gold in 1933 with little compensation, while today US gold allocation sits under 1% of portfolios versus growing central bank accumulation. Whalen defends his call for earlier Fed cuts. He sees gold reaching $5,000+ by end of 2026 as US allocations shift from under 1% toward 2%, while warning the average person without assets continues getting screwed as the Fed will eventually monetize Treasury issuance through financial repression.Sponsor: Monetary Metals. https://monetary-metals.com/julia Links:    Twitter/X: https://twitter.com/rcwhalen    Website: https://www.rcwhalen.com/    The Institutional Risk Analyst: https://www.theinstitutionalriskanalyst.com/   Inflated book (2nd edition): https://www.barnesandnoble.com/w/inflated-r-christopher-whalen/1146303673Timestamps:0:00 Welcome and introduction - Chris Whalen's first in-studio appearance0:24 Julia's introduction highlighting Chris's credentials and analysis1:16 Fed takeaway - Steve Miran only governor wanting 50bp cut2:19 Housing emergency coming - Fed drove prices up, Trump faces constraint2:31 Housing scenarios - mortgage rates retreating after quarter point4:17 Monetary Metals ad read5:34 Housing psychology - homeowners trying to sell at the top6:53 Office space comparison - no longer premium asset class7:38 Fed rate cut outlook - may not see more cuts for months9:58 Bank balance sheet problems - mortgage securities underwater10:54 Politics of inflation - housing affordability crisis13:10 Viewer housing question response - Florida 1924 parallels15:32 DC trip on GSEs - still no roadmap from Treasury18:43 Fannie/Freddie trade - made 30% then got out19:54 Taking profits22:36 Watching the herd mentality25:20 Dollar/deficit thesis - weaker dollar, Treasury pressure ahead27:47 Fed restructuring vision - eliminate Board of Governors31:09 Housing emergency declaration - resuming MBS purchases discussion33:51 Mixed economy - wealthy vs bottom quartile struggling34:34 Debt myths - Americans love inflation, debt is currency36:18 Highest conviction trade - gold and strategic silver

Thu, 25 Sep 2025 21:00:00 GMT http://relay.fm/rd/270 http://relay.fm/rd/270 We Inflated Our Pants 270 Merlin Mann and John Siracusa Swimming naked in school and thinking about Lead. Swimming naked in school and thinking about Lead. clean 8336 Swimming naked in school and thinking about Lead. Links and Show Notes: In Follow-Up, listeners share their experiences with Swimming Naked in School. Won't someone please think of the pool filters? Merlin recalls that distant summer he attended swimming and trampoline camp—albeit in an admittedly non-nude context. Next up, John does his level best to give updates on his finished room. Space is required for something called "blocking." Merlin confesses that he can't really identify where that beeping sound is coming from. In the (free-to-you) member segment, things kick off with compliments to the author Stephen King along with some remarks on his earthy social media presence. But the main topic? Lead (Pb)! In particular, your hosts explore scientific speculation that the effects of lead on the psychopathology of their generation may be far greater than previously known. Authentic anecdotes about aggressive childhood lead play are revealed. (Recorded on Tuesday, September 16, 2025) N.B. Your hosts thought this week's member segment was pretty good, so they decided to share it with everybody here for free. If you enjoy what you hear, please consider supporting the program at https://www.relay.fm/rd/join. Credits Audio Editor: Jim Metzendorf Admin Assistance: Kerry Provenzano Music: Merlin Mann The Suits: Stephen Hackett, Myke Hurley Get an ad-free version of the show, plus a monthly extended episode. Give to St. Jude! Bachman–Turner Overdrive - Wikipedia Bachman Turner Overdrive - "You Ain't Seen Nothing Yet" (1974) ACK: Transmission Control Protocol (TCP) - Wikipedia “Ack!” Cathy (comic) - Wikipedia “Ack!” Bill the Cat (Bloom County) - Wikipedia ATP 657: Ears Are Weird — Accidental Tech PodcastATP Overtime: Alterego and “thought to text” translation Procedure word - Wikipedia Nude swimming in US indoor pools - Wikipedia Alison K. Hoagland. "Introducing the Bathroom: Space and Change in Working-Class Houses." Minnesota men bare all about naked swimming in school - The Minnesota Star Tribune Jimmy Savile: A British Horror Story (2022) Silver Beaver Award - WikipediaMerlin's late father was awarded a Silver Beaver. What is Blocking? - Cocoknits Blocking 101 (Knitting Tutorial) Stephen King promotes The Long Walk (video) An excerpt from Blood Meridian, by Cormac McCarthy - Prose Porn Subreddit“The judge like a great ponderous djinn stepped through the fire and the flames delivered him up as if he were in some way native to their element. He put his arms around Glanton. Someone snatched the old woman's blindfold from her and she and the juggler were clouted away and when the company turned in to sleep and the low fire was roaring in the blast like a thing alive these four yet crouched at the edge of the firelight among their strange chattels and watched how the ragged flames fled down the wind as if sucked by some maelstrom out there in the void, some vortex in that waste apposite to which man's transit and his reckonings alike lay abrogate. As if beyond will or fate he and his beasts and his trappings moved both in card and in substance under consignment to some third and other destiny.” Words Cormac McCarthy Uses in His Novels [PDF]"Each word is noted as to which book(s) it is included in as well as how many times it occurs in that book." Contribution of childhood lead exposure to psychopathology in the US population over the past 75 years“More than half of the current US population was exposed to adverse lead levels in childhood as a result of lead's past use in gasoline. […] Lead-associated mental health and personality differences were most pronounced for cohorts born from 1966 through 1986 (Generation X).” 20th Century Lead Exposure Damaged American Mental Health - Duke University

Thu, 25 Sep 2025 21:00:00 GMT http://relay.fm/rd/270 http://relay.fm/rd/270 Merlin Mann and John Siracusa Swimming naked in school and thinking about Lead. Swimming naked in school and thinking about Lead. clean 8336 Swimming naked in school and thinking about Lead. Links and Show Notes: In Follow-Up, listeners share their experiences with Swimming Naked in School. Won't someone please think of the pool filters? Merlin recalls that distant summer he attended swimming and trampoline camp—albeit in an admittedly non-nude context. Next up, John does his level best to give updates on his finished room. Space is required for something called "blocking." Merlin confesses that he can't really identify where that beeping sound is coming from. In the (free-to-you) member segment, things kick off with compliments to the author Stephen King along with some remarks on his earthy social media presence. But the main topic? Lead (Pb)! In particular, your hosts explore scientific speculation that the effects of lead on the psychopathology of their generation may be far greater than previously known. Authentic anecdotes about aggressive childhood lead play are revealed. (Recorded on Tuesday, September 16, 2025) N.B. Your hosts thought this week's member segment was pretty good, so they decided to share it with everybody here for free. If you enjoy what you hear, please consider supporting the program at https://www.relay.fm/rd/join. Credits Audio Editor: Jim Metzendorf Admin Assistance: Kerry Provenzano Music: Merlin Mann The Suits: Stephen Hackett, Myke Hurley Get an ad-free version of the show, plus a monthly extended episode. Give to St. Jude! Bachman–Turner Overdrive - Wikipedia Bachman Turner Overdrive - "You Ain't Seen Nothing Yet" (1974) ACK: Transmission Control Protocol (TCP) - Wikipedia “Ack!” Cathy (comic) - Wikipedia “Ack!” Bill the Cat (Bloom County) - Wikipedia ATP 657: Ears Are Weird — Accidental Tech PodcastATP Overtime: Alterego and “thought to text” translation Procedure word - Wikipedia Nude swimming in US indoor pools - Wikipedia Alison K. Hoagland. "Introducing the Bathroom: Space and Change in Working-Class Houses." Minnesota men bare all about naked swimming in school - The Minnesota Star Tribune Jimmy Savile: A British Horror Story (2022) Silver Beaver Award - WikipediaMerlin's late father was awarded a Silver Beaver. What is Blocking? - Cocoknits Blocking 101 (Knitting Tutorial) Stephen King promotes The Long Walk (video) An excerpt from Blood Meridian, by Cormac McCarthy - Prose Porn Subreddit“The judge like a great ponderous djinn stepped through the fire and the flames delivered him up as if he were in some way native to their element. He put his arms around Glanton. Someone snatched the old woman's blindfold from her and she and the juggler were clouted away and when the company turned in to sleep and the low fire was roaring in the blast like a thing alive these four yet crouched at the edge of the firelight among their strange chattels and watched how the ragged flames fled down the wind as if sucked by some maelstrom out there in the void, some vortex in that waste apposite to which man's transit and his reckonings alike lay abrogate. As if beyond will or fate he and his beasts and his trappings moved both in card and in substance under consignment to some third and other destiny.” Words Cormac McCarthy Uses in His Novels [PDF]"Each word is noted as to which book(s) it is included in as well as how many times it occurs in that book." Contribution of childhood lead exposure to psychopathology in the US population over the past 75 years“More than half of the current US population was exposed to adverse lead levels in childhood as a result of lead's past use in gasoline. […] Lead-associated mental health and personality differences were most pronounced for cohorts born from 1966 through 1986 (Generation X).” 20th Century Lead Exposure Damaged American Mental Health - Duke University

Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, returns to the show for an in-person episode to recap the FOMC, discuss the state of the economy, housing, and his highest conviction ideas.Sponsor: Monetary Metals. https://monetary-metals.com/julia Links:    Twitter/X: https://twitter.com/rcwhalen    Website: https://www.rcwhalen.com/    The Institutional Risk Analyst: https://www.theinstitutionalriskanalyst.com/   Inflated book (2nd edition): https://www.barnesandnoble.com/w/inflated-r-christopher-whalen/1146303673Timestamps:0:00 Welcome and introduction - Chris Whalen's first in-studio appearance0:24 Julia's introduction highlighting Chris's credentials and analysis1:16 Fed takeaway - Steve Miran only governor wanting 50bp cut2:19 Housing emergency coming - Fed drove prices up, Trump faces constraint2:31 Housing scenarios - mortgage rates retreating after quarter point4:17 Monetary Metals ad read5:34 Housing psychology - homeowners trying to sell at the top6:53 Office space comparison - no longer premium asset class7:38 Fed rate cut outlook - may not see more cuts for months9:58 Bank balance sheet problems - mortgage securities underwater10:54 Politics of inflation - housing affordability crisis13:10 Viewer housing question response - Florida 1924 parallels15:32 DC trip on GSEs - still no roadmap from Treasury18:43 Fannie/Freddie trade - made 30% then got out19:54 Taking profits22:36 Watching the herd mentality25:20 Dollar/deficit thesis - weaker dollar, Treasury pressure ahead27:47 Fed restructuring vision - eliminate Board of Governors31:09 Housing emergency declaration - resuming MBS purchases discussion33:51 Mixed economy - wealthy vs bottom quartile struggling34:34 Debt myths - Americans love inflation, debt is currency36:18 Highest conviction trade - gold and strategic silver

Many states in the U.S. have legalized cannabis either medically or recreationally, but without legalization at the federal level regulation is left to states, including testing for contaminants and THC levels. New reporting from Undark, an online science magazine, found that in some states, including Oregon, independent labs were inflating THC level numbers and providing fraudulent results. Teresa Carr, a senior contributor at Undark, joins us to share more on lab testing and what some states are doing to combat fudged results.

Stewardship is an understanding that everything we have, we have been entrusted with in order to be productive. And what is productivity? It's definitely not squandering, nor is it preserving, or hoarding. Productivity is an output of effort that brings value to others. This is the work of a business owner. Taking everything you own and have, and making a profit on it by turning it into value for others. And we can do this when we have worked out the issue of authority.