POPULARITY
Categories
Hari Krishnan joins Niels and Cem for a deep exploration of what happens when markets become dominated by flows rather than fundamentals. Drawing on his new paper with Mike Green and Stefan Sturm, Hari explains why rising passive ownership may weaken price discovery, amplify concentration in mega-cap stocks and create conditions for reflexive instability. The conversation expands far beyond indexing, touching on volatility targeting, leverage, dispersion, inflation, government intervention and the growing dependence of the global economy on rising asset prices. Along the way, Cem and Hari debate whether policymakers can continue stabilizing an increasingly fragile system, what could trigger a structural break, and how investors should think about positioning in a world where flows may matter more than fundamentals.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Cem on Twitter.Follow Hari on LinkedIn.Episode TimeStamps: 00:00 - Hari warns about a fragile financial system dependent on a handful of decision-makers01:06 - Niels introduces Hari's new paper with Mike Green and Stefan Sturm03:00 - Why passive investing may weaken the link between fundamentals and prices08:40 - The key assumptions behind the model12:49 - How passive adoption accelerated structural market changes15:11 - Cem explains why markets may now drive the economy rather than reflect it23:38 - Can policymakers control a complex financial system?27:03 - How passive flows amplify mega-cap concentration31:22 - The changing role of dispersion, volatility and positioning41:04 - What the model suggests about instability at high passive ownership levels46:21 - Why 2022 may have been a warning sign51:55 - Inflation, government intervention and the limits of market control55:33 - What could trigger a systemic break?01:07:28 - Political and demographic pressures beneath the system01:10:43 - Hari's portfolio implications: stay long, hedge smartly and own inflation sensitivityCopyright © 2025 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here2. Daily Trend Barometer and Market Score One of the things I'm really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here3. Other Resources that can help youAnd if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click HerePrivacy PolicyDisclaimer
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.
Inflation spikes, 36 grandkids taking a hit on an inheritance, student loan rates and updates on loan forgiveness and the college grad hotspots. Plus hanging up on the Pope because he won't visit a bank branch.
At least a dozen more wildfires broke out in Southern California over the last 24 hours, prompting evacuation orders for tens of thousands of people. Matt Gutman reports. "CBS Mornings" offers some tips to avoid spending extra on vacation amid inflation concerns. Kris Van Cleave reports. The Defense Department says it wants to be "AI-first," but some service members are concerned about how quickly the technology is developing. Chris Livesay reports. Court records reveal more details about the Mango founder's son, Jonathan Andic, who was arrested Tuesday in connection to his father's 2024 death. Leigh Kiniry reports. Actress Michelle Monaghan joins "CBS Mornings" to talk about her 24-hour wellness cycle and why it's important to get quality sleep and consistent energy. (Sponsored by Natrol) Noah Wyle, who stars in HBO's "The Pitt," joins "CBS Mornings" with Dr. Elisabeth Potter to discuss their push to improve mental health and quality of life for healthcare workers. Comedian and media mogul Byron Allen sits down with "CBS Mornings" to discuss his show "Comics Unleashed" and its transition into the CBS late night spot. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Philosopher Stefan Molyneux lays out the truth about debt as intergenerational enslavement through government borrowing, inflation, and taxes that trap kids before they're born. He contrasts it with a Bitcoin economy that forces real accountability and free-market responsibility instead of endless coercion dressed up as virtue.GET FREEDOMAIN MERCH! https://shop.freedomain.com/SUBSCRIBE TO ME ON X! https://x.com/StefanMolyneuxFollow me on Youtube! https://www.youtube.com/@freedomain1GET MY NEW BOOK 'PEACEFUL PARENTING', THE INTERACTIVE PEACEFUL PARENTING AI, AND THE FULL AUDIOBOOK!https://peacefulparenting.com/Join the PREMIUM philosophy community on the web for free!Subscribers get 12 HOURS on the "Truth About the French Revolution," multiple interactive multi-lingual philosophy AIs trained on thousands of hours of my material - as well as AIs for Real-Time Relationships, Bitcoin, Peaceful Parenting, and Call-In Shows!You also receive private livestreams, HUNDREDS of exclusive premium shows, early release podcasts, the 22 Part History of Philosophers series and much more!See you soon!https://freedomain.locals.com/support/promo/UPB2025
Listen Now: Listen and subscribe to Morningstar's The Long View from your mobile device: Apple Podcasts | Spotify Our guest on the podcast today is William Bengen. Bill has been a prolific researcher of retirement planning matters over his career, and he pioneered the exploration of safe withdrawal rates with his groundbreaking 1994 research that gave birth to what's now called the 4% rule. His new book, A Richer Retirement: Supercharging the 4% Rule to Spend More and Enjoy More was published in August 2025. Bill is the former owner of Bengen Financial Services, an independent registered investment advisor that he launched in 1989 after his family sold the soda bottling business that he had helped manage. He received his Bachelor of Science degree in aeronautics and astronautics from MIT. Bill retired from his financial planning practice in 2013 but continues to conduct research on retirement planning and withdrawal rates. Episode Highlights Why the 4% Rule Needed a Rethink Inflation as the Biggest Retirement Risk Different Approaches to Finding Your Withdrawal Rate Factoring in Longevity, Taxes, and Legacy Managing Your Asset Allocations, and Outsourcing the Rebalancing Process The 4% Rule Is Not for Everyone More From Morningstar Bill Bengen: Revisiting Safe Withdrawal Rates How to Find Your Perfect Withdrawal Rate Strategy How Much Should You Allocate to Safer Assets? If you have a comment or a guest idea, please email us at TheLongView@Morningstar.com. Follow Christine Benz (@christine_benz) and Ben Johnson (@MstarBenJohnson) on X, and Christine Benz, Amy Arnott, and Ben Johnson on LinkedIn. Visit Morningstar.com for new research and insights from Christine, Ben, and Amy. Subscribe to Christine's weekly newsletter, Improving Your Finances. If you want more Morningstar podcasts, check out The Morning Filter and Investing Insights. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Plus: U.S. stocks retreat after reaching record highs last week. And CoreWeave shares drop after reports that Alphabet and Blackstone plan to create a rival AI cloud company. Alexis Green hosts. Sign up for the WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Learn more about your ad choices. Visit megaphone.fm/adchoices
Carl Quintanilla, Sara Eisen, and David Faber began the hour with fresh housing data along with new Wall Street commentary around growing inflation fears before getting into the market outlook with Morgan Stanley Wealth Executive Director Jim Lacamp and later on - longtime market veteran Charles Dallara (who's got a new warning when it comes to energy markets). Plus: key takeaways from Google's I/O developer conference, a look at one 150 year old company experiencing the AI transformation first hand, and the latest headlines out of oral arguments in Anthropic's case against the Department of Defense, kicking off this morning. Elsewhere this hour: the housing tear down - from Home Depot results to record high mortgage rates - and what they mean for the rest of the group in today's trade. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
K-Pop is in a unique situation. The genre “feels” like it's everywhere. BTS, Blackpink, Stray Kids, and KPop **Demon Hunters have topped Billboard and Netflix charts. But recent data shows that roughly 2% of global streams are from K-Pop, and the genre is and trending down. We are joined by Will Page, former Chief Economist at Spotify and author of Pivot. He released a new report on Music Business Worldwide in collaboration with Jeongbeom ‘JB' Kim, Chief Data Officer at the Korean-based KreatorsNetwork. We discussed how K-Pop's demand is centralized at the top, why even a phenomenon like KPop Demon Hunters didn't lift the rest of the genre, and what Western labels keep getting wrong when they try to copy the model. We dive deep into Korea's "export or die" culture, and what other sports may teach music about reaching new audiences. CHAPTERS 04:47 The Status of K-Pop 08:28 The Impact of BTS' Hiatus 17:02 The Limitations of Superfan Monetization 24:38 "Export or Die" Model 29:44 Inflation's Impact on Music 31:28 Lessons from Formula 1 SPONSORS Chartmetric: Listen in for our Stat of the Week Symphonic: Distribute your music to one of the largest networks in the industry. Symphonic delivers your music to over 200 digital service providers ensuring that you're monetizing every stream and use of your music on Spotify, TikTok, YouTube, and more TRAPITAL Where technology shapes culture. New episodes and memos every week. Sign up here for free.
In Episode 302 of Remarkable Retail, Steve Dennis and Michael LeBlanc sit down with Eric Sadi, Co-President, North America at Simon Property Group, for a long-overdue conversation on what the modern mall has actually become—and why the obituaries keep aging badly. Eric walks through Simon's reimagination strategy: replacing tired anchor boxes with mixed-use destinations that braid together dining, entertainment, fitness, hospitality, and even residential living. He explains why occupancy at the top of the portfolio sits above 96%, why rents and tenant sales keep climbing, and why human connection, discovery, and community still drive the consumer behaviour the algorithms can't replicate. The "third place" isn't a slogan—it's a deliberate redesign of what a shopping centre is for. The conversation also takes on the most misunderstood narrative in retail: why Walmart, Target, Apple, and a new generation of experiential brands keep pouring billions into stores when so much of the growth lives online. The short answer? Stores aren't just sales channels anymore. They're infrastructure, media, and community. The "stores are dying" story is one of the laziest media frames in the business, and Steve and Michael take it apart. Before the interview, the hosts unpack a packed news week: renewed inflation worries as fuel, transportation, and food costs climb again, and what that means for retailer margins; standout earnings from some of the most remarkable performers in the business, including Simon's continued strength, On Running's expanding margins and rising cultural heat, and The RealReal's case that luxury resale is one of the fastest-growing corners of fashion. They also weigh in on GameStop's bid for eBay—and eBay's flat rejection—a strong candidate for dumbest story of the year. Plus Amazon's latest AI moves and what they signal about where the platform wars are headed. The episode closes with Steve wondering whether rising fuel costs will drive more online sales and Michael's specialty grocery discoveries in Los Angeles: Laurel Supply, Gonzalez Northgate Market, and the much-anticipated arrival of T&T. Join us at the CommerceNext Growth Show in New York June 23rd and 24th with this exclusive discount code for 10% off general admission tickets and FREE retail tickets: Your code is "REMARKABLE" . See you in the Big Apple! About UsSteve Dennis is a strategic advisor and keynote speaker focused on growth and innovation, who has also been named one of the world's top retail influencers. He is the bestselling author of two books: Leaders Leap: Transforming Your Company at the Speed of Disruption and Remarkable Retail: How To Win & Keep Customers in the Age of Disruption. Steve regularly shares his insights in his role as a Forbes senior retail contributor and on social media.Michael LeBlanc is a senior retail advisor, keynote speaker and media entrepreneur. Michael has delivered keynotes, hosted fire-side discussions hosted senior retail executive on-stage in 1:1 interviews worldwide. Michael produces and hosts a network of leading retail trade podcasts, including The Remarkable Retail Podcast, The Voice of Retail The Food Professor, The FEED powered by Loblaw and the Global eCommerce Leaders podcast. He has been recognized by the NRF as a global Top Retail Voice for 2025 and 2025 and continues to be a ReThink Retail Top Retail Expert for the fifth year in a row.
Andreas Steno and Mikkel Rosenvold are back to break down the aftermath of the highly anticipated meeting between Donald Trump and Xi Jinping. They also dive into rising bond yields, whether markets should start worrying about rates again, and if the latest inflation reports signal something more persistent beneath the surface. Let Monarch do your financial 'spring cleaning' for you! Use code REALVISION at Monarch.com to get your first year half off at just $50. Today's sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you're a seasoned trader in the Futures arena or brand new, Plus500's user-friendly trading platform offers you the advanced tools, market insights, and quick execution you've been looking for. Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss.
US equity futures are weaker with S&P down 0.3%. Bonds mixed after finding support after earlier weakness; US 10-year steady at 4.6%. Bund flat. Gilts firmer. Dollar is mostly firmer. Crude firmer amid hawkish Middle East headlines. Gold and silver weaker. Bitcoin down to early May low. Equity market sentiment tends negative amid hawkish US-Iran developments, which underpins oil prices and weighs on bonds. Inflation concerns reinforce hawkish central bank pricing. US Treasury 30Y yield climbing further above 5% to a 20-year high. Companies mentioned: Dominion Energy, NextEra Energy, National Healthcare Properties
Cerebras just had one of the biggest tech IPO debuts in years. The AI chip company listed at $185, opened at $350, and closed up 68% at $311 — giving it a roughly $95 billion valuation and making it the largest U.S. tech IPO since Uber. The AI hardware window is officially open, and the market is now treating non-NVIDIA AI infrastructure as a real public-market category. Anthropic is now sitting at the center of the AI compute economy. After locking in massive infrastructure deals with Google, AWS, and SpaceX-linked compute, the company is also expanding Claude access, rate limits, and deployment through partnerships like its new $200 million Gates Foundation deal across global health, education, and agriculture. The model lab is no longer just competing on chatbot quality — it is becoming an infrastructure-scale AI institution. Cisco shocked the market with a major AI infrastructure guide. Revenue hit $15.84 billion, AI infrastructure orders were lifted from $5 billion to $9 billion for fiscal 2026, and the stock jumped 15%. The same day, Cisco cut 4,000 jobs to fund the pivot. The AI capex boom is no longer just NVIDIA — it is spreading into networking, optics, security, and the second layer of the infrastructure stack. The Trump-Xi Beijing summit ended without a formal AI deal. The U.S. cleared major Chinese companies including Alibaba, Tencent, ByteDance, JD, and Lenovo to buy up to 75,000 NVIDIA H200 chips each, but Beijing paused the orders almost immediately. AI infrastructure is no longer just a company-level decision — it is now a geopolitical bargaining chip. Google disclosed the first confirmed AI-built zero-day exploit used in the wild. The attack targeted a two-factor authentication flow in a widely used open-source system administration tool, and Google says the planned mass exploitation event was stopped before it scaled. The cybersecurity impact of AI is no longer theoretical — AI is now accelerating both offense and defense. Inflation came in hot again. April CPI rose 0.6% month over month, the Fed held rates at 3.50%–3.75%, and markets are now pricing a higher chance of a rate hike than a cut. And yet the S&P 500 still closed above 7,500, while the Nasdaq and Dow also hit major levels. The AI trade is overpowering the macro signal — for now. Runner-up: VoltaGrid raised $1 billion from Blackstone and Halliburton at a $10 billion-plus valuation to build behind-the-meter power systems for AI data centers. Power, not just chips, is becoming one of the biggest constraints in the AI boom. Runner-up: Amazon is reportedly preparing another 14,000 corporate layoffs, which would bring 2026 reductions to roughly 30,000 jobs if confirmed. The AI labor reduction cycle is widening across Big Tech. Runner-up: A former Google engineer was convicted of stealing TPU trade secrets after transferring more than 500 confidential files tied to Google's AI chip architecture and software stack. It is one of the clearest legal templates yet for AI-era intellectual property enforcement. Ricker and Bon #431If you want a prize, send us a DM: http://instagram.com/rickerandbonhttps://www.tiktok.com/@rickerandbonhttps://www.youtube.com/@rickerandbon
In this episode, Scott Becker breaks down the market selloff, rising inflation concerns tied to deficit spending and oil prices, and more.
Inflation may have sunk the Democratic Party at the ballot box in 2024. But high prices at the grocery store and the gas station are now a problem for the GOP. According to the Labor Department, consumer prices in April saw their biggest year-over-year jump in three years and gasoline prices were up 28% from a year earlier. For our special What's News series The Cost-of-Living Election, WSJ national politics reporter Sabrina Siddiqui met with voters and congressional candidates in and around Allentown, Pa., to uncover what stubborn inflation could mean for the area's primary election this Tuesday. She then speaks with the sitting congressman for Pennsylvania's 7th congressional district, Republican Rep. Ryan Mackenzie, about what he's doing to address the rising cost of living. Relevant links: Tariffs' Messy Reality: The Cost-of-Living Election | Part 1: Ohio Inflation Soared to 3.8% in April, Driven by Gasoline Prices Learn more about your ad choices. Visit megaphone.fm/adchoices
India is now doing what governments do when the dollar problem starts getting too close to the bone: it is looking for imports it can cut, restrict, tax, license, delay, or possibly even ban. And right at the top of that list sits gold and silver. That might sound like a metals story. It isn't. Not entirely. It's a dollar story, though with a key twist for precious metals. Eurodollar University's Money & Macro Analysis--------------------------------------------------------------------------------Learn more about Augusta Precious Metals and what they have to offer - including physical gold for IRA accounts - by going to: https://EurodollarGold.com or text EURO to 35052. --------------------------------------------------------------------------------https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDUEurodollar University's Money & Macro Analysishttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU
Inflation sticky like old pine sap… Another round of China meetings. Universal Basic Income –hints and whispers. And our guest – Ed Easterling, Founder and President of Crestmont Research NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) Ed Easterling is the founder and President of Crestmont Holdings, an Oregon-based investment management and research firm that publishes provocative research on the financial markets at www.CrestmontResearch.com. He has over thirty years of alternative investment experience, including financial markets, private equity, and business operations. Mr. Easterling is the author of recently-released Probable Outcomes: Secular Stock Market Insights and Unexpected Returns: Understanding Secular Stock Market Cycles (Cypress House; 2005). In addition, he is contributing author to Just One Thing (John Wiley & Sons; 2005) and co-author of chapters in Bull‘s Eye Investing by John Mauldin. Mr. Easterling is a Senior Fellow and a Board Member at the Alternative Asset Management Center at SMU‘s Cox School of Business in Dallas, and previously served as a member of the adjunct faculty teaching the course on alternative investments and hedge funds for MBA students. Mr. Easterling holds a BBA in business, a BA in psychology, and an MBA from Southern Methodist University. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Stocks mentioned in this episode: (META), (CAT), (IONQ), (SLV), (BND)
In this episode we answer emails from Geraldo, Rock, Ute. We discuss how to give well, shifting from big-name school donations to smaller charities with immediate impact, moving from individual stocks to a Golden Butterfly style portfolio with less stress, treating Roth conversions as optional and highly personal rather than automatic, using a conservative Interactive Brokers margin loan as a temporary cash buffer, lowering margin-call risk with diversification and alternatives, and pressure-testing inflation claims for retirees and comparing U.S. data with and older study from The Netherlands.And THEN we our go through our weekly and monthly portfolio reviews of the eight sample portfolios you can find at Portfolios | Risk Parity Radio.Additional Links:Father McKenna Center Donation Page: Donate - Father McKenna CenterWCI Podcast Episode re Charitable Giving with Rebecca Herbst: How to Maximize the Impact of Your Charitable Giving - WCI Podcast #470Referenced Inflation Study Paper: S1474747216000202jra 85..109J.P Morgan Inflation Study: JP_Morgan_White_Paper_Three_Retirement_Spending_Surprises.pdf - Google DriveRAND Inflation Study: Spending Trajectories After Age 65: Variation by Initial Wealth | RANDBreathless Unedited AI-Bot Summary:You can be “right” about taxes and still be wrong about living. We dig into three listener emails that expose a common trap for smart investors: turning retirement into an endless optimization project, while the real goal is a calmer portfolio, a sustainable withdrawal plan, and a life you actually want to spend money on.First, we walk through a practical way to transition from individual stocks to a Golden Butterfly portfolio without getting paralyzed by detail. We talk about why macro allocation matters more than the exact ticker list, how to think about growth vs value exposure, and why simplifying inside retirement accounts is usually easier than in taxable accounts where capital gains can bite. We also share what we'd try to eliminate first when someone is de-risking for retirement.Next, we zoom out to retirement tax planning and charitable giving. We discuss why blanket advice on Roth conversion strategy and withdrawal order often fails, what it means to “disgorge” traditional IRAs before RMD age, and how qualified charitable distributions (QCDs) can be a quietly powerful tool for charitably inclined retirees.Then we tackle margin as a tool, not a lifestyle. We break down using a conservative Interactive Brokers margin backstop, how diversification can reduce drawdowns and margin-call risk, and why assets like Treasuries, gold, and managed futures show up again in risk parity style thinking. We also address a listener challenge on retiree inflation and why country, data vintage, and healthcare systems can flip the conclusion.If you like clear portfolio mechanics with real-world tradeoffs, subscribe, share the show with a friend, and leave a review so more DIY investors can find us.Support the show
The generic ballot still shows a six-point Democratic advantage. Since early last year, Democrats have outperformed Kamala Harris's 2024 numbers by 13 to 15 points across 32 special elections. Republican enthusiasm is low, the party is divided, and Donald Trump is not on the ballot this fall. Trump's approval on the economy, inflation, and immigration is worse than Joe Biden's numbers were at their lowest. The Iran war is historically unpopular, and with the Strait of Hormuz still closed, the worst economic pain — including potentially $10-per-gallon gas in California — has not yet hit. Eighty percent of Americans, in a strongly bipartisan poll, blame Trump and the Iran war for rising prices. That economic pain is expected to peak right before the midterms. On the gerrymandering front, Texas redrew its map to gain seats — but three of those new districts are heavily Hispanic and Latino, populations that shifted toward Trump in 2024. Those gains may evaporate, potentially turning into Democratic pickups. Hawk also speaks honestly about the racial dimension of these court decisions, reflecting on the experience of Black Americans who are not surprised by any of this — and what it means that the crowning achievement of the Civil Rights era has effectively been dismantled, rendering the votes of 26 million Black Americans in the South nearly meaningless. SUPPORT & CONNECT WITH HAWK- Support on Patreon: https://www.patreon.com/mdg650hawk - Hawk's Merch Store: https://hawkmerchstore.com - Connect on TikTok: https://www.tiktok.com/@mdg650hawk7thacct - Connect on TikTok: https://www.tiktok.com/@hawkeyewhackamole - Connect on BlueSky: https://bsky.app/profile/mdg650hawk.bsky.social - Connect on Substack: https://mdg650hawk.substack.com - Connect on Facebook: https://www.facebook.com/hawkpodcasts - Connect on Instagram: https://www.instagram.com/mdg650hawk - Connect on Twitch: https://www.twitch.tv/mdg650hawk ALL HAWK PODCASTS INFO- Additional Content Available Here: https://www.hawkpodcasts.comhttps://www.youtube.com/@hawkpodcasts- Listen to Hawk Podcasts On Your Favorite Platform:Spotify: https://spoti.fi/3RWeJfyApple Podcasts: https://apple.co/422GDuLYouTube: https://youtube.com/@hawkpodcastsiHeartRadio: https://ihr.fm/47vVBdPPandora: https://bit.ly/48COaTB
In Episode 189 of The Investor Professor Podcast, we reflect on graduation season and celebrate the Class of 2026 while sharing lessons on mentorship, consistency, and personal growth. From heartfelt commencement moments to the lasting impact great teachers and mentors can have, this episode highlights the importance of investing not only in markets, but also in people. We discuss the emotions that come with watching students step into the next chapter of life and why long-term relationships and guidance matter far beyond the classroom.We also take a deep dive into today's market environment, where AI, semiconductor, and data center infrastructure stocks continue to surge higher despite growing macroeconomic concerns. We break down the momentum behind companies like NVIDIA, AMD, Micron, and Vertiv while discussing inflation pressures, rising oil prices, Treasury yields, Federal Reserve uncertainty, and the transition from Jerome Powell to Kevin Warsh. This episode focuses heavily on discipline, trimming oversized winners, trading around positions, and understanding the risks that come with parabolic market moves. If you're trying to navigate today's AI-driven market while avoiding the emotional mistakes investors often make late in rallies, this is an episode you do not want to miss.
Inflation figures came out this week and they were absolutely brutal. April CPI was startling enough, but the Producer Price Index (PPI), which is an indicator of inflation in the pipeline was shocking. Oil reserves are running down to dangerously low levels and it’s clear now that there’s no immediate resolution to the oil crisis, so we’re about to realize our worst economic fears. We take a look back at our predictions from nine months ago to see how accurate they are and to build on them for what comes next. Against the backdrop of this horrible inflation data, we have a new sheriff in town at the Federal Reserve. The man whose job it is to theoretically tame inflation has no tools in the box to deal with this level of crisis. The real question is whether he ever intended to. Resources Bloomberg Podcasts: Senate Confirms Warsh to Lead Fed as Trump Tests Its Autonomy CNBC Television: Wholesale inflation jumps 6% in April on annual basis, biggest increase since 2022 U.S. Bureau of Labor Statistics: Producer Price Index News Release summary - 2026 M04 Results U.S. Bureau of Labor Statistics: Consumer Price Index Summary - 2026 M04 Results WSJ: Kevin Warsh’s Full Fed Chair Confirmation Hearing Manhattan Institute: Reform the Federal Reserve’s Governance to Deliver Better Monetary Outcomes Hudson Bay Capital: A User’s Guide to Restructuring the Global Trading System EPI: Profits and price inflation are indeed linked Groundwork Collaborative: Inflation Revelation: How Outsized Corporate Profits Drive Rising Costs IEA: Oil Stocks of IEA Countries – Data Tools CNBC: Analysis: Warsh emerges from a difficult hearing with his Fed ‘regime-change’ plan intact’ UNFTR Resources Essay: Inflation, The Fed and What Comes Next. Video: Stephen Miran Is Going To Be Fed Chair. Video: The Warsh Man for the Job. Max for MTN. Episode: 10 Economic Terms To Know in This Economy. Episode: The End of the American Experiment. Episode. Stupid Is As Stupid Does. Episode: Labor Unions: From Pullman to Kellogg’s. Episode: Stephen Miran Is Going To Be Fed Chair. Episode: Project 2025. -- If you like #UNFTR, please leave us a rating and review on Apple Podcasts and Spotify: unftr.com/rate and follow us on Facebook, Bluesky, and Instagram at @UNFTRpod. Visit us online at unftr.com. Become a member at unftr.com/memberships. Buy yourself some Unf*cking Coffee at shop.unftr.com. Visit our bookshop.org page at bookshop.org/shop/UNFTRpod to find the full UNFTR book list, and find book recommendations from our Unf*ckers at bookshop.org/lists/unf-cker-book-recommendations. Access the UNFTR Musicless feed by following the instructions at unftr.com/accessibility.Support the show: https://www.unftr.com/membershipsSee omnystudio.com/listener for privacy information.
May 15, 2026 – Jim Welsh at Macro Tides highlights that massive AI spending by tech giants is currently driving GDP growth and boosting the stock market, but this growth is highly concentrated in a few sectors, especially semiconductors, making the market...
In this episode, Simon and Daniel break down the growing macro risks facing Canada and the U.S., starting with the recent oil shock and what it could mean for inflation, consumer spending, and central bank policy. They discuss why Canada’s energy infrastructure is back in focus, including potential federal support for a new Alberta-to-West Coast pipeline, the bigger debate around a West-to-East pipeline, and why energy security could become a much larger political and economic issue. They also look at the latest U.S. CPI and PPI data, the relationship between producer prices and future inflation, and how central banks may respond if higher energy prices start flowing through the economy. The conversation then shifts to the sharp rally in semiconductor stocks, massive AI-related capex from the mega-cap tech companies, and whether markets are starting to show signs of excess. The episode wraps up with a discussion on privatizing Canadian infrastructure assets like airports and ports, rising U.S. Treasury yields, Canadian consumer debt, and why the current economy feels increasingly K-shaped. Tickers of stocks discussed: NVDA, TSM, INTC, SMH, GOOGL, META, MSFT, AMZN, ORCL Watch the full video on Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.
The Dentist Money™ Show | Financial Planning & Wealth Management
Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode of Dentist Money's Two Cents, Matt and Rabih break down rising inflation concerns and what shifting interest rate expectations could mean for the economy. They also discuss the world's top-ranked dental schools, the growing cost of dental education, and whether DSO activity could ramp back up in 2026 despite higher interest rates and increasing scrutiny in the dental industry. Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.
Frank Mottek wraps up a wild week in the markets, with stocks pulling back from record highs. The S&P 500 took a hit, down 537 points, as oil prices surged and inflation concerns rose. But amidst the chaos, there were some bright spots, including a big win for AI stocks, with Cisco and Microsoft leading the charge. Our guest, veteran investment expert Bryan Perry, breaks down the market's latest moves and shares his insights on what's driving the AI trade. We also talk to Brian Goldsmith, a California State Senate candidate running in the highly competitive District 24, about his plans to tackle the state's pressing issues, from homelessness to the film and TV tax credit. Brian Perry shares his expertise on the AI trade, including the companies he's investing in and why he thinks it's a game-changer. We also get an inside look at the California State Senate District 24 race, where Brian Goldsmith is vying for the seat vacated by Democratic Senator Ben Allen. From the markets to the ballot box, this episode covers it all. Brian Perry gives us the lowdown on the latest market trends and shares his predictions for the future of the AI trade. We also hear from Brian Goldsmith, who's running on a platform of simplifying business regulations and tackling the state's pressing issues.See omnystudio.com/listener for privacy information.
Kara and Scott unpack what AI obsession is doing to relationships and young men. Then, they break down Trump's China summit, the crew of business executives he brought along, and ominous warnings from Xi Jinping about Taiwan. Plus, Sam Altman testifies in the Elon Musk–OpenAI trial, inflation surges, and Andreessen Horowitz becomes the biggest donor of the midterms. Also, Anthropic eyes a valuation higher than OpenAI's, and Google explores orbital data centers with SpaceX. Watch this episode on the Pivot YouTube channel.Follow us on Instagram and Threads at @pivotpodcastofficial.Follow us on Bluesky at @pivotpod.bsky.socialFollow us on TikTok at @pivotpodcast.Send us your questions by calling us at 855-51-PIVOT, or email pivot@voxmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
Discover if inflation or deflation is coming. Are you on track for financial freedom...or not? Financial freedom is a combination of money, compounding and time (my McT Formula). How well you invest can make the biggest difference to your financial freedom and lifestyle. If you invested well for the long-term, what a difference it would make because the difference between investing $100k and earning 5 percent or 10 percent on your money over 30 years, is the difference between it growing to $432,194 or $1,744,940, an increase of over $1.3 million dollars. Your compounding rate, and how well you invest, matters! INVESTING IS WHAT THE BE WEALTHY & SMART VIP EXPERIENCE IS ALL ABOUT - Invest in digital assets and stock ETFs for potential high compounding rates - Receive an Asset Allocation model with ticker symbols and what % to invest -Monthly LIVE investment webinars with Linda 10 months per year, with Q & A -Private VIP Facebook group with daily community interaction -Weekly investment commentary -Extra educational wealth classes available -Pay once, have lifetime access! NO recurring membership fees. -US and foreign investors are welcome -No minimum $ amount to invest -Tech Team available for digital assets (for hire per hour) For a limited time, enjoy a 50% savings on my private investing group, the Be Wealthy & Smart VIP Experience. Pay once and enjoy lifetime access without any additional recurring fees. Pay once and you're done! Invest with our successful community for years to come. Enter "SAVE50" to save 50% here: http://tinyurl.com/InvestingVIP Or set up a complimentary conversation to answer your questions about the Be Wealthy & Smart VIP Experience. Request an appointment to talk with Linda here: https://tinyurl.com/TalkWithLinda (yes, you talk to Linda!). SUBSCRIBE TO BE WEALTHY & SMART Click Here to Subscribe Via iTunes Click Here to Subscribe Via Stitcher on an Android Device Click Here to Subscribe Via RSS Feed LINDA'S WEALTH BOOKS 1. Get my book, "3 Steps to Quantum Wealth: The Wealth Heiress' Guide to Financial Freedom by Investing in Cryptocurrencies". 2. Get my book, "You're Already a Wealth Heiress, Now Think and Act Like One: 6 Practical Steps to Make It a Reality Now!" Men love it too! After all, you are Wealth Heirs. :) International buyers (if you live outside of the US) get my book here. WANT MORE FROM LINDA? Check out her programs. Join her on Instagram. WEALTH LIBRARY OF PODCASTS Listen to the full wealth library of podcasts from the beginning. SPECIAL DEALS #Ad Apply for a Gemini credit card and get FREE XRP back (or any crypto you choose) when you use the card. Charge $3000 in first 90 days and earn $200 in crypto rewards when you use this link to apply and are approved: https://tinyurl.com/geminixrp This is a credit card, NOT a debit card. There are great rewards. Set your choice to EARN FREE XRP! #Ad Protect yourself online with a Virtual Private Network (VPN). Get 3 MONTHS FREE when you sign up for a NORD VPN plan here. #Ad To safely and securely store crypto, I recommend using a Tangem wallet. Get a 10% discount when you purchase here. #Ad If you are looking to simplify your crypto tax reporting, use Koinly. It is highly recommended and so easy for tax reporting. You can save $20, click here. Be Wealthy & Smart,™ is a personal finance show with self-made millionaire Linda P. Jones, America's Wealth Mentor.™ Learn simple steps that make a big difference to your financial freedom. (This post contains affiliate links. If you click on a link and make a purchase, I may receive a commission. There is no additional cost to you.)
In this episode of the Wise Investor Segment, Matty A breaks down a crazy week packed with macroeconomic developments and explains the massive disconnect between Main Street panic and Wall Street optimism . From the hottest inflation prints in three years to Trump's Beijing summit with American CEOs, Matty untangles the noise to show why smart money is positioning for short-term pain and long-term gain .Episode HighlightsThe Economic Data: Why real wages are declining and household debt hitting a record $18.8 trillion shouldn't cause panic if you look at the underlying drivers .The Beijing Summit: What Trump bringing top CEOs (like Elon Musk and Jensen Huang) to China means for AI infrastructure, Nvidia chip clearances, and global trade.The Energy Linchpin: Why Scott Bessent calls current inflation "transitory," and how keeping the Strait of Hormuz open is the master variable for the next 60 days Kevin Warsh & Rate Reality: How the newly confirmed Fed Chair adds to the uncertainty, and why markets believe lower energy prices will eventually lead to rate cuts .The Industrial Real Estate Play: Why the AI build-out and data center demand makes industrial and logistics real estate one of the strongest positions right now.Episode Sponsored By:Discover Financial Millionaire Mindcast Shop: Buy the Rich Life Planner and Get the Wealth-Building Bundle for FREE! Visit: https://shop.millionairemindcast.com/CRE MASTERMIND: Visit myfirst50k.com and submit your application to join!FREE CRE Crash Course: Text “FREE” to 844-447-1555FREE Financial X-Ray: Text "XRAY" to 844-447-1555IIMAGOS INCOME FUND: Full Investor Presentation: Text “INCOME” to 844-447-1555
Everyone is talking about the Trump-Xi summit as if this is going to be some decisive turning point for China, global trade, maybe even the whole world economy. And, sure, politically, it's a huge deal. Markets love the idea of the two leaders in the same room because everyone wants to believe a handshake can undo tariffs, trade wars, supply chain chaos, and years of deteriorating relations.But the latest bank lending data out of China says something VERY different. Eurodollar University's Money & Macro Analysis----------------------------------------------------------------------------------What if your gold could actually pay you every month… in MORE gold?That's exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider----------------------------------------------------------------------------------https://www.youtube.com/watch?v=8b7ub5T4fYkhttps://www.youtube.com/watch?v=Pang-t16vNwhttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU
This Flashback Friday is from episode 1446 published April 25, 2020. "Compared to what?" If you have ever listened to a Jason Hartman Podcast you will understand the weight of this simple question. Whether you are looking at small product quality, or the nutrition value of food, investment opportunities, or presidential policies, it's important to ask, "compared to what?" As well, Jason talks about the development of frictionless real estate leasing and sales. The increasing popularity of virtual tours gives a lot of benefits to real estate investors. Websites: Jason Hartman University Membership 1-800-HARTMAN www.JasonHartman.com Jason Hartman Quick Start Jason Hartman PropertyCast (Libsyn) Jason Hartman PropertyCast (iTunes) Jason Hartman's Blogcast _______________________________________________________________ Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class: Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com
In this week's episode of the Rich Habits Radar, Robert Croak and Austin Hankwitz break down the recent inflation print, Trump's visit to China, and Kevin Warsh becoming Fed chair.---
The Left is attacking Donald Trump over comments about gas prices and Iran, but Tara says the real story is much bigger. This episode dives into inflation, Biden-era spending, Rubio's defense of Trump's Iran strategy, and the growing alliance between China and Iran that could reshape global power. Plus, why Tara believes the world is watching a dangerous geopolitical chess match unfold in real time. PODCAST SUMMARY The political and economic battle over inflation, energy prices, and Iran reached a boiling point after Donald Trump's remarks about prioritizing stopping Iran from obtaining nuclear weapons over short-term political pressure sparked backlash from the Left. Tara argues the comments were aimed directly at Iran's leadership and not American voters, while defending Trump's economic record and contrasting it with the inflation surge during the Biden administration. The episode examines Democrat messaging around inflation and government spending, including references to past comments from Congressman Jim Clyburn about rising prices during large-scale federal spending programs. Tara argues Americans are seeing financial recovery through wage growth, tax relief, and energy policy shifts tied to Trump-era economic priorities. The conversation then expands into a broader geopolitical analysis involving Iran, China, oil markets, and nuclear strategy. Tara explains her theory of “ChIran,” describing what she views as a deeply integrated alliance between Beijing and Tehran involving energy infrastructure, surveillance technology, and military cooperation. She also discusses concerns about Chinese influence over Iranian systems and the strategic implications of Iran controlling the Strait of Hormuz with nuclear capabilities. Secretary of State Marco Rubio's defense of Trump's position becomes a centerpiece of the discussion, with Tara arguing that the administration is attempting to prevent Iran from using oil prices and global energy markets as leverage against the United States. The show closes with escalating rhetoric surrounding Israel, Iran, and growing fears of wider regional conflict. CHAPTERS 00:00 Inflation, Gas Prices & Trump's Comments 04:22 Democrat Spending & Economic Fallout 08:47 Marco Rubio Defends Trump's Iran Strategy 13:35 Why Iran's Nuclear Program Matters 18:41 The “ChIran” Alliance Explained 23:58 China's Role Inside Iran 28:14 Oil Markets, Energy Leverage & Global Power 33:27 Strait Of Hormuz Tensions Escalate 38:16 Trump's Economic Record Compared To Biden 42:45 Israel, Iran & Calls For Escalation TAGS Donald Trump, Iran, China, inflation, Marco Rubio, Jim Clyburn, gas prices, oil markets, geopolitics, U.S. economy, conservative podcast, political commentary, Biden inflation, Middle East conflict, Strait of Hormuz, Israel Iran tensions, China Iran alliance, world news, energy policy, Republican politics YOUTUBE TITLE OPTIONS Trump's Iran Comments Trigger Massive Backlash The Dangerous China-Iran Alliance Explained Rubio Defends Trump As Global Tensions Rise Inflation, Iran & China: The Real Story Revealed Is China Secretly Controlling Iran? THUMBNAIL TEXT TRUMP VS IRAN CHINA'S SECRET POWER? GLOBAL TENSIONS RISE OIL WAR EXPLODES INFLATION & CHAOS SOCIAL MEDIA POST
Trump's China Gamble EPISODE DESCRIPTION President Trump's summit with Xi Jinping sparks outrage after praising China, defending Chinese students, and downplaying concerns over Chinese-owned farmland near U.S. military bases. Tara and Lee break down whether Trump is playing strategic chess with China and Iran—or dangerously legitimizing America's biggest geopolitical threat. Plus: explosive allegations about South Carolina's “UniParty” machine, redistricting battles, inflation fallout, and why conservatives are sounding the alarm over Democrat-backed Republicans in the Palmetto State. HOOK Trump says China is “great,” calls America and China the “G2,” and defends Chinese ownership of farmland near military bases. Is this master-level negotiation… or a massive political risk? KEY TOPICS Trump's controversial comments about China and Xi Jinping China's relationship with Iran and oil negotiations Behind-the-scenes security fears during Trump's Beijing summit Chinese students, farmland purchases, and espionage concerns Inflation fallout from Biden-era spending policies Marco Rubio on Iran, oil prices, and nuclear threats “Chiran” theory: China's influence over Iran South Carolina redistricting battle and GOP civil war David Pascoe controversy and “UniParty” accusations Lindsey Graham, Henry McMaster, and open primary criticism MAIN SEGMENTS SEGMENT 1 — Trump's China Comments Spark Conservative Backlash Trump stunned conservatives during his Sean Hannity interview by praising China, defending Chinese students studying in America, and downplaying fears over Chinese ownership of farmland near U.S. military bases. Tara and Lee debate whether Trump is simply negotiating publicly while privately recognizing China as America's top adversary. SEGMENT 2 — The Secret Side of the Beijing Summit Despite Trump's warm public rhetoric, reports reveal White House staff discarded all Chinese-issued devices, credentials, and materials before boarding Air Force One. Staff reportedly used burner phones and avoided bringing personal devices into Chinese airspace, revealing deep distrust behind the scenes. SEGMENT 3 — Oil, Iran, and Trump's Economic Chess Match The hosts explore Trump's reported effort to replace China's Iranian oil imports with American energy exports. They argue the strategy could weaken both Iran and Russia while forcing China to pay full market price for oil instead of relying on discounted sanctioned crude. SEGMENT 4 — Inflation, Iran, and Rubio's Defense Democrats attack Trump over gas prices and his comments about ignoring Americans' financial concerns during negotiations with Iran. Marco Rubio pushes back, arguing Trump is signaling strength to Tehran and refusing to allow energy prices to become leverage in nuclear talks. SEGMENT 5 — “Chiran”: China's Grip on Iran Tara outlines the theory that China effectively controls Iran's infrastructure, surveillance systems, and energy strategy. The discussion connects Chinese investment in Iran's nuclear and digital infrastructure to broader concerns about authoritarian expansion and global energy dominance. SEGMENT 6 — South Carolina's GOP Civil War The conversation shifts to South Carolina politics, where Tara accuses establishment Republicans of operating as Democrats within the GOP. The hosts blast open primaries, criticize Lindsey Graham and Henry McMaster, and warn conservatives about attorney general candidate David Pascoe. SOUND BITES “Trump's talking to the enemy, not the voters.” “Publicly they smiled. Privately they swept the plane for bugs.” “China doesn't want partnership. China wants leverage.” “You don't bring burner phones unless you know the threat is real.” “This is economic warfare disguised as diplomacy.” “The UniParty machine is panicking in South Carolina.” SOCIAL MEDIA TEASER Trump praises China. Conservatives erupt. Behind the scenes? White House staff reportedly used burner phones, dumped Chinese-issued devices, and treated Beijing like ho ...
Eric Criscuolo, NYSE Market Strategist, recaps a strong week as the S&P 500 pushed to new highs, led by mega-cap tech and semiconductor stocks tied to AI momentum. Geopolitical tensions remained contained, shifting focus to U.S.–China talks and trade implications. Inflation data skewed hotter on the producer side, driving a sharp repricing of Fed hike expectations alongside a leadership transition. Despite headline gains, market breadth weakened, with equal-weight indices and smaller caps lagging. Looking ahead, investors focus on Nvidia earnings, retail reports, and key economic data to assess whether the rally can broaden.
On our political radar this week… In between Oval Office naps, his costly, tacky fixations on the Reflecting Pool on the National mall and his $1-billion NOW TAXPAYER FUNDED ballroom, misogyny toward female reporters, rage posting on Truth Social, his bizarre, constant bragging about his regularly scheduled dementia tests, and stuffing his pockets full of payola from domestic and foreign tycoons and potentates, Donald Trump did Democrats a huge favor – voicing a soon-to-be Democratic campaign commercials in every competitive state and district across the fruited plain proclaiming “I don’t think about Americans’ financial situation, I don’t think about anybody…” © Clay Jones – https://claytoonz.substack.com New polling, paid for by the Greater Detroit Chamber of Commerce, shows the Chamber's endorsed candidate for Governor with Secretary of State Jocelyn Benson taking the lead. The same poll says it's a virtual three-way tie for the Democrats' U.S. Senate nomination. A second poll, paid for by MIRS News, shows Benson's lead growing to 12 points. The two leading Republican candidates for Governor are engaged in a reprise of the sad GOP song of 4 years ago … problems with nominating petition signatures. But John James and Perry “Quality Guru” Johnson aren't the only Republicans with unplanned campaign hiccups. First district Congressman Jack Bergman faces a possible ethics violation over extracurricular moneymaking efforts by his congressional staff. And US Senate candidate Mike Rogers has some unseemly ties to child sex predators. In the Macomb County based 10th district, GOP candidate Robert Luljguraj is accused of lying about where he lives on his state paperwork. It all adds up to some interesting times at the State Elections Bureau. In this week's chapter of Trump's Perpetual Grifting, it's looking like the highly promoted but non-existent Trump phone ain't gonna happen. The 600,000 true believers who put down deposits of $100 seem unlikely to get their money back … but in the meantime, the Huckster Trumps have fleeced $60-million from the rubes. Also new on the Trump Perpetual Grifting beat: – The BBC reports that Trump is selling sponsorships of his oh-so-tacky UFC match at the White House for up to $1.5 million. No word on who gets the money, but it isn't hard to guess. –The Wall Street Journal revealed that Trump is considering issuing 250 pardons in conjunction with the USA 250 celebration. So far, no pardon prices have been announced. –He's being sued in Florida for plans to have a for-profit hotel inside his Presidential museum … on land given him by the state that's worth around $67-million. –Construction of the above-ground portion of his ballroom is underway in direct violation of a court order, and –Preliminary work has begun on his Arch De' TACO, er Trump … without legally required authorization. Inflation has soared to its highest level in 3 years and shows every sign of climbing higher and higher. Trump's response, as usual, is to promise that things will get lots better … later. In “about two weeks.” The “good news, bad news”: 81-year-old Rudy Giuliani has recovered from the pneumonia that sent him to the ICU last week, and we're happy that he's apparently survived the medical crisis. The bad news: he's resumed his podcast. A Republic, If You Can Keep It is sponsored in part by
In the last week, we've gotten seemingly conflicting economic data — inflation is up, consumer spending is up slightly and the job market is holding steady. We discuss what to make of it, how voters are feeling, and what politicians are saying about it. This episode: voting correspondent Miles Parks, financial correspondent Maria Aspan, and senior political editor and correspondent Domenico Montanaro.This podcast was produced by Casey Morell and Bria Suggs, and edited by Rachel Baye.Our executive producer is Muthoni Muturi.Listen to every episode of the NPR Politics Podcast sponsor-free, unlock access to bonus episodes with more from the NPR Politics team, and support public media when you sign up for The NPR Politics Podcast+ at plus.npr.org/politics.See pcm.adswizz.com for information about our collection and use of personal data for sponsorship and to manage your podcast sponsorship preferences.NPR Privacy Policy
PPI doubled estimates at 1.4%, yields broke 5% on $39T debt, and CNBC says sell gold stocks — that's the best buy signal I've ever seen.This episode is sponsored by NetSuite. Download Netsuite's free business guide Demystifying AI at https://netsuite.com/goldThis episode is also sponsored by Outskill. Bonuses worth $5100+ if you join and attend. Grab your free seat to the 2-Day AI Mastermind: https://link.outskill.com/PETERSCHIFFAP4Kevin Warsh was confirmed as the new Fed Chair and immediately inherited a stagflation crisis: April PPI came in at 1.4% month-over-month — double the high end of estimates — pushing producer prices to 6% year-over-year. Core PPI tripled expectations at 1.0%, an annualized 12.5% rate. The CPI the day before showed 0.6% monthly with year-over-year inflation climbing to 3.8%. The 30-year Treasury yield broke above 5% for the first time in 19 years, with a bond auction requiring a 5% coupon — but unlike 2007 when the debt was $9 trillion, today it's $39 trillion.Peter Schiff argues real interest rates are crashing even as nominal rates rise, making the environment extremely bullish for gold and silver — with silver hitting $89 intraday and leading gold for the first time this cycle. He highlights CNBC analysts recommending viewers sell gold stocks as a perfect contrarian buy signal, dismantles Trump's proposed ban on corporations buying homes as socialist policy, defends Jeff Bezos against critics who blame him rather than consumers for disrupting small businesses, endorses Thomas Massie's congressional primary fight, and promotes his new 10-minute FOIA evidence video exposing the IRS conspiracy to destroy Euro Pacific Bank.Chapters:00:00 Cold Open Montage00:55 Show Begins Tech Issues01:27 New Fed Chair Firestorm03:26 CPI Breakdown April05:24 PPI Shock And Stagflation07:59 Trump Inflation And Politics09:43 Bond Yields Debt Trap13:20 Fed QE Dilemma15:39 Ad Break NetSuite AI17:01 Markets Misread Inflation18:38 Real Rates Gold Silver23:12 Metals Boom Copper Oil24:51 Tariffs Beef And Constitution29:09 Ad Break Outskill AI31:42 Stocks Ignore Inflation Bubble32:18 Bubble Mentality Critique33:10 CNBC Chart Pattern Trap34:30 Gold Stocks Contrarian Buy35:38 Mining Stocks vs AI Hype36:15 Trump Housing Ban Backlash37:46 Why Rentals Need Investors39:19 Backing Thomas Massie42:25 Trump Grip on GOP43:08 Trump China Summit Skepticism45:05 Defending Bezos and Amazon46:20 Consumers Drive Competition49:07 Living Wage Reality Check53:35 Rigged Playing Field Factors55:31 Puerto Rico Inventory Tax57:36 FOIA Bank Conspiracy Video59:05 Demanding Government Accountability01:00:35 Wrap Up and Next PlansFollow @peterschiffX: https://twitter.com/peterschiffInstagram: https://instagram.com/peterschiffTikTok: https://tiktok.com/@peterschiffofficialFacebook: https://facebook.com/peterschiffFree Reports & Market Updates: https://www.europac.comBook Store: https://schiffradio.com/booksSign up for Peter's most valuable insights at https://schiffsovereign.comSchiff Gold News: https://www.schiffgold.com/news#PeterSchiffShow #Inflation #GoldInvestingOur Sponsors:* Check out Fast Growing Trees and use my code GOLD for a great deal: https://www.fast-growing-trees.com* Check out Plaud AI and use my code GOLD for a great deal: https://plaud.ai* Check out Quince and use my code quince.com/gold for a great deal: https://www.quince.com* Check out TruDiagnostic and use my code GOLD20 for a great deal: https://www.trudiagnostic.comPrivacy & Opt-Out: https://redcircle.com/privacy
Germany's far-right AfD party is surging by exploiting voter anger over inflation and the Iran war. Judy Dempseyhighlights the party's success in eastern Germany, where it taps into deep-seated cultural and political resentments. (8/16)Q930 ASTOUNDING
Simon Constable reports on rising global commodity prices, including energy and food. He explains that inflation is outpacing take-home pay in Europe and the U.S., creating severe political challenges for current governing administrations. (13/16)1931
Let's talk about the Fed inflation estimate being even worse news for Trump....
Two of the oldest political parties are in danger of being completely wiped out in the UK. Rate of change in the economy goes down, rate of change in politics goes way up. Both the Labor and Tories are on the ropes right now, especially labor after the latest local election results were a bloodbath for them. An entirely new UK system is right now emerging from the aftermath – but aftermath of what? A huge warning. Eurodollar University's Money & Macro Analysis---------------------------------------------------------------------------What is a Eurodollar University membership? It's where understanding the monetary world isn't a mystery—it's a method. If you're serious about your financial education and want clarity in a world of volatility and massive uncertainty, you're in the right place. Or go even deeper with our Deep Dive Analysis. Get all the tools to fill in the huge gaps you didn't even know were there. Click the link to visit https://eurodollar.university/memberships and join today.---------------------------------------------------------------------------French Jobless Rate Jumps Above 8% for First Time Since 2021https://www.bloomberg.com/news/articles/2026-05-13/french-unemployment-jumps-above-8-for-first-time-in-five-yearsFarage's Reform UK wins big in local elections, splintering two-party system and piling pressure on Starmerhttps://www.cnn.com/2026/05/08/uk/uk-local-election-reform-farage-starmer-intlhttps://www.bbc.com/news/live/c1428pev1n0thttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU
War overseas. A volatile stock market. Inflation chipping away at the retirement savings you spent a lifetime building. Washington can print dollars at will. But they can't print gold. In this powerful conversation, Dr. Phil sits down with Preserve Gold CEO Daniel Boston to talk about what's really happening in today's economy — and why more Americans are turning to precious metals to help protect the wealth they worked decades to build. If watching the market swing up and down makes your stomach drop… you're not alone.Get up to $20,000 in FREE Gold & Silver with a qualified purchase. Text ASKPHIL to 50505 or visit https://DrPhilgold.comDisclaimer: This episode is a paid partnership with Preserve Gold. Envoy Media is compensated for this sponsorship. The content is provided for informational and educational purposes only and should not be considered financial or investment advice. Investing in precious metals involves risk, including possible loss of principal. Past performance is not indicative of future results. Always consult with a qualified financial advisor before making any investment decisions. Offer terms and conditions apply.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
BuzzFeed was just sold… so we wrote a eulogy to the most disruptive media brand of the decade.Inflation's new milestone… It beat your paycheck (and is explained by Diet Coke cans in India).Why is $50 Swatch collabing with $50,000 Audemars Piquet?... It's the oddest couple in history.Plus, UFOs now have an ETF… Yes, you can invest in aliens — and so can they.$SWGAY $BZFD $UFOD $SPYNEWSLETTER:https://tboypod.com/newsletter OUR 2ND SHOW:Want more business storytelling from us? Check our weekly deepdive show, The Best Idea Yet: The untold origin story of the products you're obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/NEW LISTENERSFill out our 2 minute survey: https://qualtricsxm88y5r986q.qualtrics.com/jfe/form/SV_dp1FDYiJgt6lHy6GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Linkedin (Nick): https://www.linkedin.com/in/nicolas-martell/Linkedin (Jack): https://www.linkedin.com/in/jack-crivici-kramer/Anything else: https://tboypod.com/ About Us: The daily pop-biz news show making today's top stories your business. Formerly known as Robinhood Snacks, The Best One Yet is hosted by Jack Crivici-Kramer & Nick Martell. Hosted on Acast. See acast.com/privacy for more information.
The cost of goods for the producers of this economy was up a whopping 6% in April, according to the latest PPI. That means consumers can expect more inflation down the road. Plus: Treasury yields are creeping up, the global oil stockpile is shrinking by about 4 million barrels a day, and diesel pickup truck drivers are shelling out at the pump. In this episode, it all goes back to President Trump's war in the Middle East. Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.
President Donald Trump just went full alpha on a reporter who tried to gotcha him over the new White House ballroom project.During a press event, reporter Akayla Gardner questioned the rising costs of the massive new ballroom. Trump fired back without hesitation: “I doubled the size of it, you dumb person. You are not a smart person.” We also cover: Update on Iran. Trump on inflation. Pete Hegseth testifies on Ukraine war. FDA secretary resignation. Kirk Cameron joins. This is classic Trump — strong, unapologetic, and always putting America first. While Democrats and the fake news media cry about “tone”, President Trump continues delivering results and standing up to the swamp. If you love seeing Trump fight back against the biased press, smash that LIKE button
Inflation hit its highest rate in close to three years, driven by the war with Iran. Andrew Ackerman of the Washington Post breaks down how rising costs are squeezing consumers. Many of the American passengers who were aboard the cruise ship struck by hantavirus are now in a specialized quarantine facility in Nebraska. The Washington Post’s Lauren Weber explains what life is like on the inside. British Prime Minister Keir Starmer is under intense pressure to step down. Reuters reports on how his potential downfall comes less than two years after he ushered in one of the biggest parliamentary majorities in the U.K.’s modern history. Plus, Trump’s FDA commissioner resigned, the NBA’s first openly gay player has died, and why some college grads aren’t optimistic about AI as they enter the job market. Today’s episode was hosted by Gideon Resnick.
May 13, 2026; 6pm; Reverend Al Sharpton joins MS NOW's Ari Melber to discuss President Trump's economy, inflation, and rising gas prices. Plus, San Jose Mayor Matt Mahan, a Democrat running for California Governor, joins "The Beat." To listen to this show and other MS podcasts without ads, sign up for MS NOW Premium on Apple Podcasts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
SCHEDULE JOHN BATCHELOR SHOW, 5-12-26.January 1931.Inflation reached 3.8% in April due to gas prices. Elizabeth Peek notes that real hourly wages fell while global eyes turn toward the Strait of Hormuz and Trump's consequential summit in China. (1/16)Elizabeth Peek critiques redistricting as an unattractive game that voters generally dislike. She emphasizes that population growth in Texas and Florida provides more long-term political power than manipulating district lines in blue states. (2/16)Iran is losing $400 million daily due to U.S. sanctions and blockades. Jonathan Schanzer discusses the leadership vacuum in Tehran, noting that decisions are currently made by a chaotic committee of revolutionary figures. (3/16)Israel engages in "constant gardening" to clear Hezbollah threats south of the Litani River. Jonathan Schanzer labels Hamas a spent force, having lost over half its territory and significant rocket-firing capabilities since the conflict began. (4/16)Indonesia is taking "baby steps" toward U.S. cooperation to counter China's unlawful maritime claims. James Holmeshighlights the importance of professional military education and potential overflight agreements to secure the Strait of Malacca. (5/16)Peter Huessy warns of China's lack of transparency regarding its massive nuclear expansion and dual-use systems. The CCP's push to dominate offensive artificial intelligence poses a significant threat to global security and stability. (6/16)Steve Yates reveals there is no such thing as a private meeting with the CCP, as every word is recorded and broadcast to thousands. Trump's top-down personal diplomacy lacks the usual preparatory paperwork. (7/16)The U.S. holds increased leverage over global choke points while China faces a demographic crisis. Steve Yatesdiscusses manufacturing shifts to India, suggesting that China's export-dependent model remains a "shaky house of cards." (8/16)Gregory Copley describes the Beijing summit as a theatrical performance while the Chinese economy and political structure collapse. China has lost global trust, particularly regarding the safety and quality of its electric vehicles. (9/16)The situation in the Strait of Hormuz is fluid as Iran attempts to wait out the U.S. Gregory Copley argues the U.S. requires regime change to stop trans-Eurasian monopolies and restore regional stability. (10/16)Turkey is now considered nuclear ready after displaying an ICBM with a 6,000 km range. Gregory Copley notes this shift toward a "gunpowder state" reflects neo-Ottoman ambitions to balance power against Israel, Russia, and China. (11/16)Gregory Copley discusses Prime Minister Starmer's struggle to maintain party trust following poor election results. He highlights King Charles's role in repairing the U.S.-UK special relationship despite Starmer's apparent indifference toward the monarchy. (12/16)Gordon Chang details China's historical failure to meet trade commitments and its ongoing support for the Iranian regime. He also notes reports of blatant Chinese bribery and intervention within the U.S. government. (13/16)Bob Zimmerman dismisses the government moon race as a political fraud, while noting China's rational, incremental progress. He identifies SpaceX as the true leader, likely reaching the moon with far superior, sustainable technology. (14/16)Syria neutralized a Hezbollah plot to assassinate senior officials to restore a logistical weapons corridor. AHmad Shariwah explains that both Hezbollah and Iran gain from inciting chaos and instability within the Syrian regime. (15/16)John Hardie analyzes the unusual appointment of an army general to lead Russia's Aerospace Forces. Despite high losses, Russia's battlefield gains remain slow, while Ukraine continues to have success with long-range strikes and drones. (16/16)
Inflation reached 3.8% in April due to gas prices. Elizabeth Peek notes that real hourly wages fell while global eyes turn toward the Strait of Hormuz and Trump's consequential summit in China. (1/16)1930 ASTOUNDING
President Trump leaves for Beijing today for a state visit with Chinese President Xi Jinping as the ongoing war in Iran casts a long shadow over the high-stakes summit.A new inflation report out this morning shows prices rising again, driven heavily by higher gasoline costs from the war in Iran, with ripple effects on airline tickets and other consumer prices.Public health officials say the hantavirus outbreak that started on a cruise ship is not the next COVID, but it still has no vaccine or specific treatment and can be fatal in some cases.Want more analysis of the most important news of the day, plus a little fun? Subscribe to the Up First newsletter.Today's episode of Up First was edited by Rebekah Metzler, Rafael Nam, Gisele Grayson, Mohamad ElBardicy, and Olivia Hampton.It was produced by Ziad Buchh and Nia Dumas.Our director is Christopher Thomas.We get engineering support from Neisha Heinis. Our technical director is Carleigh Strange.And our Supervising Senior Producer is Vince Pearson.(0:00) Introduction(01:51) Stakes of Trump's China Trip(05:31) Inflation Report Shows War Impact(09:27) Hantavirus ScienceSee pcm.adswizz.com for information about our collection and use of personal data for sponsorship and to manage your podcast sponsorship preferences.NPR Privacy Policy