Podcasts about Inflation

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    Best podcasts about Inflation

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    Latest podcast episodes about Inflation

    The John Batchelor Show
    S8 Ep285: Guest: Behnam Ben Taleblu. The Iranian regime faces a critical mass of dissatisfaction, responding with violence against protesters and hospitals rather than addressing grievances. Inflation for food has reached nearly 73 percent, and medical se

    The John Batchelor Show

    Play Episode Listen Later Jan 7, 2026 9:27


    Guest: Behnam Ben Taleblu. The Iranian regime faces a critical mass of dissatisfaction, responding with violence against protesters and hospitals rather than addressing grievances. Inflation for food has reached nearly 73 percent, and medical security is nonexistent. Unlike in 2009, opposition is rallying around figures like Crown Prince Reza Pahlavi.

    Real Vision Presents...
    Geopolitics Stall the Rally, Europe Hits Inflation Target, and Crypto Volatility: PALvatar Market Recap, January 07 2026

    Real Vision Presents...

    Play Episode Listen Later Jan 7, 2026 5:10


    ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal's AI avatar, Palvatar. ⬜ In today's update, Palvatar covers markets retreating as geopolitical tensions interrupt the New Year rally, with Trump's Venezuela oil deal pressuring crude and renewed Greenland rhetoric weighing on U.S. futures. Asia slips on China's export curbs to Japan, while Europe sees inflation ease to the ECB's 2% target. Crypto trades choppy as equities-linked names rally, ETFs progress, banks embrace tokenisation, and Ethereum upgrades boost scalability.

    The Investing Podcast
    Rubio Pushes to Buy Greenland & Mobileye Acquires Mentee | January 7, 2026 – Morning Market Briefing

    The Investing Podcast

    Play Episode Listen Later Jan 7, 2026 22:47


    Andrew, Ben, and Tom discuss ADP Employment, Rubio's push to buy Greenland, and Mobileye acquiring Mentee. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

    The Hannity Monologues
    Could We See the Fall of Iran & Cuba?

    The Hannity Monologues

    Play Episode Listen Later Jan 7, 2026 17:12


    Inflation in Iran is completely out of control with leaders possibly fleeing to Moscow as the country faces a revolution from its people and speculation suggesting Cuba on the verge of collapse. Learn more about your ad choices. Visit megaphone.fm/adchoices

    3 Martini Lunch
    Will the Iranian Regime Finally Fall?

    3 Martini Lunch

    Play Episode Listen Later Jan 6, 2026 26:50 Transcription Available


    Join Jim and Greg for the Tuesday 3 Martini Lunch as they break down massive anti-regime protests in Iran and whether the ruling mullahs are finally in real danger, the death of a Republican congressman that tightens the GOP's already slim House majority, and the absurd congressional quest of George Conway.First, they cheer on the widespread protests erupting across Iran after the country's currency suffered a staggering collapse in value. Jim and Greg examine whether this latest wave of unrest has a better chance of toppling the regime than past uprisings, or if the theocratic government will once again respond with brutal crackdowns to stay in power.Next, they mourn the passing of Republican California Rep. Doug LaMalfa, a strong conservative who died at the age of 65. Combined with Monday's resignation of Rep. Marjorie Taylor Greene, House Republicans are left with an even narrower majority. Jim and Greg discuss how that complicates life for GOP leadership and criticize lawmakers who walk away from their seats mid-term for reasons other than serious health issues or scandal.Next, they mourn the passing of Republican California Rep. Doug LaMalfa, a strong conservative who died at the age of 65. Combined with Monday's resignation of Rep. Marjorie Taylor Greene, House Republicans are left with an even narrower majority. Jim and Greg discuss how that complicates life for GOP leadership and scold lawmakers who resign in the middle of their terms for reasons other than failing health or a scandal.Finally, they weigh in on the chaotic Democratic scramble to succeed Rep. Jerry Nadler in New York's 12th Congressional District in Manhattan. Jim and Greg roll their eyes as Lincoln Project alum George Conway attempts to carpetbag his way into Congress, while Jack Schlossberg, grandson of John F. Kennedy,  jumps into the race based on social media controversy and being a Kennedy.Please visit our great sponsors:Visit https://CoastPay.com/3ML to get free gas for a whole day. Terms apply.Try QUO for free, PLUS get 20% off your first 6 months when you visit https://Quo.com/3ML Stop putting off doctors' appointments—go to https://Zocdoc.com/3ML to find and instantly book a top-rated doctor today!New episodes every weekday. 

    Making Sense
    HOLY SH*T! Did You See Commodity Prices

    Making Sense

    Play Episode Listen Later Jan 6, 2026 20:51


    Commodities are going nuts right now, with copper now parabolic joining silver on the crazy train. Gold is lagging behind both, which is not a good sign for each's ability to stay on the upside. Meanwhile, at the complete other end of the commodity spectrum is oil, not just in terms of prices but key spreads in Middle East markets. One of those just flipped for the first time in years, signaling growing worries about global demand.  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. Mainstream education has left so many massive gaps on the most foundational concepts, making sense of everything is practically impossible otherwise. With our memberships, we'll fill in everything that you've been missing. Join us: https://web.eurodollar-university.com/eurodollar-vsl-pagehttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

    Making Sense
    This Shouldn't Be Possible...

    Making Sense

    Play Episode Listen Later Jan 6, 2026 22:00


    Loss of momentum isn't just happening in the US, it is very well synchronized globally with practically the same pattern showing up everywhere. Updates from neighbors Canada and Mexico show a deepening downturn at the end of last year, especially Mexico putting up its deepest contraction since April. Over in Europe, Germany fell back bringing Italy down with it. Plus, global bellwether Switzerland experienced its own “unexpectedly” sharp setback. 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---------------------------------------------------------------------------------------------------------------------SPG Canada Manuhttps://www.pmi.spglobal.com/Public/Home/PressRelease/78c6ddcb80cf4ef0b14fc9dc3c091c86SPG Mexico Manuhttps://www.pmi.spglobal.com/Public/Home/PressRelease/47f22c8de61b4d54965a25c3d3c417caSPG Germany Manuhttps://www.pmi.spglobal.com/Public/Home/PressRelease/bd3c462f68704c5ea1613f2fce2879fdSPG Italy Manuhttps://www.pmi.spglobal.com/Public/Home/PressRelease/be3b992b4ebb4b4db3030abaff5e0bc5Bloomberg Swiss Manufacturing Contracted More Than Anticipated in Decemberhttps://www.bloomberg.com/news/articles/2026-01-05/swiss-manufacturing-contracted-more-than-anticipated-in-decemberhttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

    Lets Have This Conversation
    Make Michigan Voices Matter with: Rachel Howard

    Lets Have This Conversation

    Play Episode Listen Later Jan 6, 2026 59:48


    A new poll conducted in Michigan by the Glengariff Group,commissioned by the Detroit Regional Chamber, reveals that 76% of registeredvoters in the state report they are paying more for groceries this yearcompared to last. Additionally, 68% are facing higher utility bills, and 60%are experiencing increased costs for car and home insurance. Inflation remainsa key concern for voters, with 42.8% believing the state's economy is headed inthe wrong direction. The most commonly cited reasons for this sentiment includeinflation and rising costs of goods, the lack of good jobs or highunemployment, and low wages. Meanwhile, recent polls from The MarketingResource Group indicate that approximately 37% of Michiganders feel thatAmerica is on the right track, while the majority think it is not. This is whyRachel Howard is running for U.S. Senate: to make Michigan voices matter. I'm Rachel Howard, and I am not a typical politician. I am acombat veteran with 14 years of service in our country, as well as a healthcareleader who has dedicated my career to helping others. I understand the realchallenges facing Michigan families and the urgent need for change on theirbehalf. As one of only 500 women ever to receive the Purple Heart, Ihave served in Iraq and Afghanistan, worked as an EMT in metro Detroit, and ledgroundbreaking research at the Department of Veterans Affairs.  The COVID-19 pandemic forced me to confront the sameimpossible choices many Michigan families face, such as juggling careerresponsibilities with childcare when options became unavailable. Thisexperience opened my eyes to the daily challenges families navigate. My service is not finished. I am running for U.S. Senatebecause Michigan needs a fresh perspective to drive progress. For more information, visit:https://www.rachelforussenate.org/

    Inside Scoop
    Inside Dollar General & Dollar Tree: with TSOH Investing Owner Alex Morris

    Inside Scoop

    Play Episode Listen Later Jan 6, 2026 66:39 Transcription Available


    In this episode of Around the Desk, Sean Emory, Founder and CIO of Avory & Co., sits down with Alex Morris of TSOH Investment Research to unpack investing philosophy, portfolio construction, and the real fundamentals behind dollar store economics.Alex shares his path into finance, the influence of Warren Buffett, and why transparency and process matter in research. The conversation then dives deep into Dollar General (DG) and Dollar Tree (DLTR), covering store traffic, margin pressure, capital allocation, and how these businesses are adapting amid competitive and operational challenges.A grounded, fundamentals-first discussion on how mature retailers evolve, where risks remain, and what ultimately drives long-term value.Chapters00:00 Intro & Guest Welcome01:16 Alex's Background & Investing Roots03:51 Research Process & Transparency05:07 Core Investment Philosophy07:05 Baseball Analogies & Decision-Making10:13 Portfolio Construction & Concentration12:11 Dollar General Overview14:19 Competitive Landscape (Walmart, Amazon)16:40 Pandemic Impact & E-commerce18:21 Margin Pressure & Execution Risks21:39 Store Growth & Home Depot Analogy44:15 Dollar Tree vs. Dollar General52:31 Capital Allocation & Valuation60:26 Key Takeaways62:40 Where to Find Alex & OutroFind his book: Buffett and Munger Unscripted: - https://www.amazon.com/Buffett-Munger-Unscripted-Investment-Shareholder/dp/1804091413DisclaimerAvory is an investor in Block.Avory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Avory & Co. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Avory & Co. unless a client service agreement is in place.Listeners and viewers are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.“Likes” are not intended to be endorsements of our firm, our advisors, or our services. While we monitor comments and “likes,” we do not endorse or necessarily share the opinions expressed by site users. Any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please limit posts to industry-related educational information and comments.Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.Please reach out to Houston Hess, our Head of Compliance and Operations, for any further details.

    Global Data Pod
    Global Data Pod Research Rap: Inflation monitor: Fade 4Q momentum slide

    Global Data Pod

    Play Episode Listen Later Jan 6, 2026 30:36


    Nora Szentivanyi is joined by Michael Hanson and Raphael Brun-Aguerre to discuss the 2026 inflation outlook and what we are learning from the latest CPI reports.  Led by a sharp moderation in service price gains, global core (and headline) inflation slid to just 2.1%ar in the three months to November––a 1%-pt slide from August and its lowest in five years.  This downward trajectory is once again raising the question of whether the disinflation trend will continue into the new year. As in the past two years, we downplay the slide and look for a rebound in core inflation to a 3.1%ar in 1H26––unchanged from where it has settled since early 2024. In the US, a reversal of the data distortions due to the government shutdown  along with further tariff pass-through is set to push inflation higher in the near-term. In Europe, core inflation should continue to moderate in sympathy with softening wage inflation, though start-of-year price increases pose upside risks to service prices.   This podcast was recorded on 06 January 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5167134-0, https://www.jpmm.com/research/content/GPS-5160379-0, https://www.jpmm.com/research/content/GPS-5161477-0 and https://www.jpmm.com/research/content/GPS-5159323-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party

    Natixis Insights
    Growth to inflation: 4 things that may surprise in 2026

    Natixis Insights

    Play Episode Listen Later Jan 6, 2026 20:15


    Hear our macro experts unpack cautious growth hopes, weak refund boosts and muted CapEx outside AI.

    Les Experts
    Les Experts : Venezuela, l'impact sur l'accord UE-Mercosur - 06/01

    Les Experts

    Play Episode Listen Later Jan 6, 2026 26:54


    Ce mardi 6 janvier, les enjeux économiques pour l'Europe autour du traité de libre-échange ont été abordés par Céline Antonin, économiste à l'OFCE, Denis Ferrand, directeur général de Rexecode, et Gilbert Cette, économiste et professeur à Neoma Business School dans l'émission Les Experts, présentée par Raphaël Legendre sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.

    Les Experts
    Les Experts : Bercy envisage un déblocage de l'intéressement - 06/01

    Les Experts

    Play Episode Listen Later Jan 6, 2026 27:09


    Ce mardi 6 janvier, l'impact de l'inflation à 1% sur les Français, et l'idée d'un déblocage de l'intéressement envisagée par Bercy pour soutenir le pouvoir d'achat, ont été abordés par Céline Antonin, économiste à l'OFCE, Denis Ferrand, directeur général de Rexecode, et Gilbert Cette, économiste et professeur à Neoma Business School, dans l'émission Les Experts, présentée par Raphaël Legendre sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.

    Investing in Real Estate with Clayton Morris | Investing for Beginners
    1183: The Hidden History of the Fed & America's Inflation Crisis - Episode 1183

    Investing in Real Estate with Clayton Morris | Investing for Beginners

    Play Episode Listen Later Jan 5, 2026 9:04


    Inflation is eating your paycheck. Prices keep rising. But have you ever wondered who's really pulling the strings? What's behind the rising costs at the grocery store and the gas pump? Today, we're diving into the powerful institution at the heart of the U.S. economy — the Federal Reserve — and uncovering how it influences and shapes inflation. On this episode of Investing in Real Estate, you're going to learn about the history of the Fed and how it became a powerful influence on the economy. You're going to learn about the Federal Reserve's main roles, its role in today's inflationary crisis, and much more.

    Learn French with daily podcasts
    Inflation surveillée en Europe (Inflation under watch in Europe)

    Learn French with daily podcasts

    Play Episode Listen Later Jan 5, 2026 3:21


    La Banque centrale européenne maintient ses taux, estimant l'inflation en recul, mais prévient que l'économie reste fragile face aux chocs géopolitiques et énergétiques persistants.Traduction: The European Central Bank holds rates steady, noting easing inflation, but warns the economy remains fragile amid persistent geopolitical and energy-related shocks. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

    Making Sense
    The TRILLION Dollar AI Debt Bubble Is Bursting

    Making Sense

    Play Episode Listen Later Jan 5, 2026 20:05


    The number of legendary investors calling this an AI bubble continues to climb, with Howard Marks, co-founder of Wall Street giant Oaktree flatly stating if AI isn't conforming to the historical bubble pattern, it will be a first. But there are some key differences within that pattern that just aren't being fully appreciated. Starting with how this AI bubble isn't actually about the stock market. Eurodollar University's conversation w/Steve Van Metre------------------------------------------------------------------------------EDU LIVE PRESIDENT'S DAY FEBRUARY 2026If you're a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. To reserve your spot just go here but you better hurry, there aren't many spots left:https://eurodollar-university.com/event-home-page---------------------------------------------------------------------------------https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

    Onramp Media
    Inside Venezuela's Regime Change, Global Asset Seizures, Dollarization & Currency Wars

    Onramp Media

    Play Episode Listen Later Jan 5, 2026 65:22


    Connect with Early Riders // Connect with OnrampPresented collaboratively by Early Riders & Onramp Media…Final Settlement is a weekly podcast covering capital markets, dealmaking, early-stage venture, bitcoin applications and protocol development.00:00 - Welcome Back and Market Overview02:47 - Inflation and Asset Trends05:44 - Regulatory Changes and Institutional Adoption08:53 - Security Risks and Custody Solutions11:52 - Market Sentiment and Long-Term Thinking14:57 - The Role of AI and Future Predictions33:15 - Navigating the Content Proliferation Challenge35:59 - The Future of Value in Digital Content40:19 - Stablecoins vs. Bitcoin: The Future of Transactions42:10 - Tether's Strategic Positioning in Global Markets48:43 - The Shift of Talent and Capital to Favorable Jurisdictions56:17 - Understanding the Economic Landscape and Future OpportunitiesIf you found this valuable, please subscribe to Early Riders Insights for access to the best content in the ecosystem weekly.Links discussed:https://x.com/exec_sum/status/2005751198725640395?s=20https://x.com/bearlyai/status/2006474217206985085?s=20https://x.com/paoloardoino/status/2002414704753586398?s=20Keep up with Michael:https://x.com/MTangumahttps://www.linkedin.com/in/mtanguma/Keep up with Brian:https://x.com/BackslashBTChttps://www.linkedin.com/in/brian-cubellis-00b1a660/Keep up with Liam:https://x.com/Lnelson_21https://www.linkedin.com/in/liam-nelson1/

    5bytespodcast
    MongoBleed Being Exploited! RAM Price Inflation Continues! Ads in ChatGPT!

    5bytespodcast

    Play Episode Listen Later Jan 5, 2026 18:26


    On this episode, I cover some security concerns that have bubbled up over the last couple of weeks including MongoBleed and several harmful Chrome extensions, talk of ads coming to ChatGPT and much more! Reference Links: https://www.rorymon.com/blog/mongobleed-being-exploited-ram-price-inflation-continues-ads-in-chatgpt/

    Mark Reardon Show
    Tim Murtagh on his Latest Piece, "Democrats Should Get Blame for Health Care Costs, Inflation"

    Mark Reardon Show

    Play Episode Listen Later Jan 5, 2026 11:16


    In this segment, Mark is joined by Tim Murtagh, a Washington Times Columnist and the Founder & Principal of Line Drive Public Affairs. He discusses his latest piece, "Democrats should get blame for health care costs, inflation."

    Making Sense
    Ok, Now It's Official...The Sh*t Is Hitting The Fan

    Making Sense

    Play Episode Listen Later Jan 4, 2026 21:40


    Bull steepening on the Treasury curve, falling energy prices especially gasoline, the final look at the US economy in 2025 shows it losing momentum again as the new year begins. In fact, even mainstream Economists, the most optimistic bunch you'll find, they're growing concerned again, with Moody's chief economist saying, quote, “nothing else can go wrong” because in his words, we're already on the edge of recession. 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---------------------------------------------------------------------------------------------------------------------S&P Global US Manu PMIhttps://www.pmi.spglobal.com/Public/Home/PressRelease/7ca2ebfa9cce4c768e0cf449ba966293https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

    ITM Trading Podcast
    $9 TRILLION 2026 Debt Wall Exposes U.S. Buyer Crisis

    ITM Trading Podcast

    Play Episode Listen Later Jan 4, 2026 8:51


    In 2026, $9 TRILLION in U.S. debt comes due. Central banks are dumping Treasuries. Inflation is still raging. Is the Fed about to print us into oblivion? The answers may surprise you—and they're already unfolding.Questions on Protecting Your Wealth with Gold & Silver? Schedule a Strategy Call Here ➡️ https://calendly.com/itmtrading/podcastor Call 866-349-3310

    ETDPODCAST
    Wie Rekord-Staatsschulden auf Ihr Vermögen wirken – und was dagegen hilft | Zweifel & Zuversicht – Folg1

    ETDPODCAST

    Play Episode Listen Later Jan 4, 2026 83:27


    Der Haushalt 2026 beinhaltet neue Rekordschulden am verfassungsmäßigen Limit. Was bedeutet das für das Portemonnaie jedes Einzelnen? Wie kann man die Volkswirtschaft und auch sich persönlich absichern? Benjamin Mudlack ist zur Schuldenproblematik zu Gast. In „Zweifel & Zuversicht – der Podcast für Macher-Mentalität“ begrüßt Hängen höhere Schulden, geringere Produktivität und Inflation zusammen? Und was kann jeder Einzelne tun, um sich vor Kaufkraftverlust zu schützen? Hierüber spricht Banker, Autor und Unternehmer Benjamin Mudlack mit Alexander Zwieschowski, Geschäftsführer und Chefredakteur der deutschen Ausgabe von Epoch Times. In dieser ersten Sendung des neuen Formats "Zweifel & Zuversicht" werden Probleme benannt und darüber hinaus Lösungsansätze diskutiert. Geschäftsführer und Chefredakteur Alexander Zwieschowski lädt in diesem Format spannende Gäste zu den drängenden Fragen unserer Zeit in das Epoch-Times-Studio in Berlin ein. Das Besondere: Als Jahresabonnent von Epoch Times haben Sie exklusiv die Möglichkeit, im Vorfeld der Sendungen Fragen einzureichen. Einige Tage vor der Aufzeichnung teilen wir Ihnen mit, welche Gäste und Themen als Nächstes anstehen. Natürlich können Sie als aktiver Teil der Community auch Vorschläge zu Gästen und Themen einsenden. In Kürze wird zudem monatlich eine Sendung mit Publikum im EpochTV-Studio in Berlin stattfinden. Die Teilnahme hieran ist exklusiv für Epoch-Times-Jahresabonnenten möglich, die Anzahl der Plätze ist begrenzt.

    Two Quants and a Financial Planner | Bridging the Worlds of Investing and Financial Planning
    The Retirement Rule No One Gets Right | Practical Lessons from Bill Bengen

    Two Quants and a Financial Planner | Bridging the Worlds of Investing and Financial Planning

    Play Episode Listen Later Jan 4, 2026 62:42


    In this episode, we discuss our biggest lessons from our interview with Bill Bengen, the creator of the 4 percent rule, and are joined by special guest Ben Tuscai.We explore how one of the most widely cited ideas in retirement planning was developed, how it is often misunderstood, and how it should actually be used in real-world financial planning. The conversation bridges academic research and practical application, digging into safe withdrawal rates, sequence of returns risk, inflation, portfolio construction, and what retirement planning really looks like across decades of uncertainty.• How and why Bill Bengen originally developed the 4 percent rule• What the 4 percent rule actually means and the most common ways it is misapplied• Why inflation and sequence of returns risk are the biggest threats to retirees• The role of diversification and asset allocation in safe withdrawal strategies• How market valuations and bond yields affect sustainable withdrawal rates• Why higher equity exposure can sometimes increase retirement safety• The evolution from the original 4 percent rule to higher safe max withdrawal rates• The psychology of retirement spending and sleeping well during market stress• Planning for longer retirements, early retirement, and rising healthcare costs• U-shaped and rising equity glide paths and why they can improve outcomes• Bucket strategies, cash reserves, and managing withdrawals through bear markets• When spending more or taking less risk makes sense after you have already “won the game”00:00 – Introduction and why the 4 percent rule still matters03:00 – Bill Bengen explains how the 4 percent rule was created06:00 – Worst historical retirement periods and inflation risk10:30 – How advisors actually use the 4 percent rule in practice15:30 – Inflation, bear markets, and sequence of returns risk18:30 – Market valuations, CAPE ratios, and withdrawal rate adjustments23:00 – Financial planning software versus simple rules of thumb27:00 – Sequence risk explained and why retirees can get hurt early31:00 – How diversification increased safe withdrawal rates over time37:00 – Safe max withdrawal rates and optimal equity allocation42:30 – Longer retirements, FIRE, and planning beyond 30 years45:30 – U-shaped and rising equity glide paths explained50:30 – Healthcare costs, longevity risk, and retirement stress testing56:30 – Bucket strategies, cash reserves, and dynamic withdrawalsMain Topics CoveredTimestamps

    Afford Anything
    First Friday: What 2026 Means for Your Money

    Afford Anything

    Play Episode Listen Later Jan 3, 2026 41:40


    #677: Happy New Year! We're kicking off 2026 with a reality check on where your money stands right now. The Good News: Gas prices dropped below $3/gallon. Inflation cooled to 2.7%. The Fed cut rates again. GDP grew 4.3% (surprisingly strong). Gold hit $4,500 an ounce. And 19 states raised minimum wages. The Not-So-Good: Health insurance jumped 10-18%. Unemployment ticked up. Mortgage rates are stuck around 6.2%. And 80% of homeowners are unlikely to sell because they locked in rates below 6%. The Big Picture: The stock market is outperforming the economy. How It Affects You: I call it "millionaire malaise." Your 401k looks great. Your home equity is through the roof (no pun intended). If you bought before 2022, your assets look good on paper. Yet you're stressed out at the grocery store. Everything costs more – insurance, groceries, everything except gas. Jobs are stagnant. People are stuck. We're experiencing the difference between wealth and income. This is 2026: Wealthy on paper. Broke at the checkout line. Whether you're new to money management or a long-timer looking for clarity, this episode cuts through the noise to tell you what actually matters for your finances this year. Download the free resource: AffordAnything.com/financialgoals Learn more about your ad choices. Visit podcastchoices.com/adchoices

    Making Sense
    HOLY SH*T: Europe's Banks Are Acting Like It's 2020 Again

    Making Sense

    Play Episode Listen Later Jan 3, 2026 20:14


    There was an explosion, a record spike – and it's not even close - in lending by European banks to European shadow banks in October and November. This spike in European bank lending wasn't some newfound enthusiasm to take on risks. It was emergency lending, a shadow bank shadow bailout which was every bit the other side of the US$ repo tightness I've been telling you about. This surge in shadow bank borrowing in euros shows how widespread and global funding pressure has already been.  Eurodollar University's Money & Macro Analysis------------------------------------------------------------------------------EDU LIVE PRESIDENT'S DAY FEBRUARY 2026If you're a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. To reserve your spot just go here but you better hurry, there aren't many spots left:https://eurodollar-university.com/event-home-page---------------------------------------------------------------------------------The Banker Explainer: Why the IMF fears contagion from lenders' shadow bank exposurehttps://www.thebanker.com/content/0ec3d3f5-62bc-4aa1-8202-9cccb6ebc2a3Bloomberg Deutsche Bank Leads EU Lenders' Exposure to Shadow Bankshttps://www.bloomberg.com/news/articles/2025-12-11/deutsche-bank-most-exposed-in-europe-to-shadow-banks-ubs-sayshttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

    The ALUX.COM Podcast
    7 Rules That Change Once You Own Assets

    The ALUX.COM Podcast

    Play Episode Listen Later Jan 3, 2026 16:14


    00:00 - Intro 00:29 - Rule 1. How credit treat you 02:51 - Rule 2: You stop selling time directly 04:49 - Rule 3. Failure becomes survivable08:13 - Rule 4: Inflation works in your favor 10:26 - Rule 5: Risk becomes optional 12:50 - Rule 6: The system starts working with you 14:51 - Rule 7: Money stop being the point Tools: Protect yourself online with NordVPN: https://www.nordvpn.com/alux Get a free audiobook when you sign up: https://www.alux.com/freebook Start an online store today: https://www.alux.com/sell Sell an online course: https://try.thinkific.com/f5rt2qpvbfok Alux.com is the largest community of luxury & fine living enthusiasts in the world. We are the #1 online resource for ranking the most expensive things in the world and frequently referenced in publications such as Forbes, USAToday, Wikipedia and many more, as the GO-TO destination for luxury content! Our website: https://www.alux.com is the largest social network for people who are passionate about LUXURY! Join today! SUBSCRIBE so you never miss another episode: https://goo.gl/KPRQT8 -- To see how rich is your favorite celebrity go to: https://www.alux.com/networth/ -- For businesses inquiries we're available at: https://www.alux.com/contact/ 

    Mark Levin Podcast
    1/1/26 - The Best Of Mark Levin

    Mark Levin Podcast

    Play Episode Listen Later Jan 2, 2026 111:01


    On Thursday's Mark Levin Show, we bring you the best of Mark Levin on New Years Day.  President Trump announces that the U.S. America has launched “Operation Hawkeye Strike” in Syria after ISIS ambushed and killed two of our soldiers and an interpreter. Trump promised overwhelming retaliation—and he's delivering—sending jets, helicopters, and artillery to wipe out ISIS fighters and their infrastructure. This is real leadership: when you kill Americans, you pay the price. Later, America was founded by Christians—all delegates at the Constitutional Convention and Second Continental Congress were Christian—and Christianity is a tolerant, and humane faith enabling religious minorities to live freely. The Declaration of Independence's references to God stem from Judeo-Christian values, with Christianity heavily influenced by Judaism, as recognized by the founders; modern efforts, like those by Tucker Carlson, to separate the two are a new attack on both Jews and Christians, repudiated as blasphemy by pastors.  Americanism is fundamentally incompatible with Islamism. There's an alliance between leftists and Islamists driven by a shared goal of destroying the West, America, its Constitution, and republican system. Afterward, America owes its greatness to the Republican Party, which ended slavery and passed civil rights acts that Democrats wrongly claim credit for, rooted in foundational principles called constitutional conservatism. Without it, the nation would be an awful, dark, lawless place. The party fights to secure borders, promote assimilation, teach true history (good, bad, and ugly), and elect conservatives who embrace national ideals, leading to better quality of life in free states compared to dying blue ones. However, internal threats like Tucker Carlson, Nick Fuentes, and Steve Bannon seek to destroy the Republican Party—not just its establishment—and its Judeo-Christian foundations, abandoning the legacy of Lincoln, Theodore Roosevelt, Coolidge, Eisenhower, Reagan, and Trump, without specifying a replacement.  In addition, U.S. Attorney's office in Minnesota has announced new indictments in the Somali community revealing industrial-scale fraud in the state's Medicaid programs, with half or more of the roughly $18 billion paid out since 2018 potentially fraudulent across at least 14 high-risk services. The fraud outpaces other states, risking essential services and ripping off taxpayers. Why isn't there any outrage from Democrats like Rep Ilhan Omar? Also, Inflation is decreasing significantly, and the U.S. economy is poised for improvement despite possible short-term dips, ultimately leading to growth. President Trump has implemented extensive pro-growth measures across sectors such as natural resources, food, commercial fisheries, and farming, including removing Biden-era regulations, and enacting massive tax and regulatory cuts reminiscent of Reagan's. Finally, we have a growing terrorist threat in Europe stemming from the Israel-Hamas conflict in Gaza, which has been exported through operational networks involving Hamas, Hezbollah, and Iran.  These Islamists are already in the U.S. waiting and plotting.  Learn more about your ad choices. Visit podcastchoices.com/adchoices

    The Majority Report with Sam Seder
    Best of 2025: Mark Blyth may 12 Trump's Tarrifs and Inflation

    The Majority Report with Sam Seder

    Play Episode Listen Later Jan 2, 2026 94:30


    The John Batchelor Show
    S8 Ep269: PREVIEW THE COMPLEXITY OF US-CHINA TRADE NEGOTIATIONS Colleague Anne Stevenson-Yang. Stevenson-Yang argues against a trade embargo, citing US dependence on Chinese supply chains and fears of inflation. She highlights a major diplomatic hurdle: C

    The John Batchelor Show

    Play Episode Listen Later Jan 2, 2026 1:28


    PREVIEW THE COMPLEXITY OF US-CHINA TRADE NEGOTIATIONS Colleague Anne Stevenson-Yang. Stevenson-Yang argues against a trade embargo, citing US dependence on Chinese supply chains and fears of inflation. She highlights a major diplomatic hurdle: China is willing to offer concessions but remains unsure of the specific "ask" required by the US administration to resolve the conflict. 1900 BOXER TERROR

    The Hartmann Report
    Is the Day of Reckoning Coming?

    The Hartmann Report

    Play Episode Listen Later Jan 2, 2026 57:38


    Social Security and Medicare aren't abstract programs — they keep millions of Americans alive. Critics warn Trump-backed policies could force seniors and disabled Americans to delay or skip lifesaving care. We break down what's changing, who's at risk, and why this could become a public health emergency. Executive Director of Social Security Works, Alex Lawson joins Thom to break it down. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    Moody's Talks - Inside Economics
    Resilient or Fragile?

    Moody's Talks - Inside Economics

    Play Episode Listen Later Jan 2, 2026 40:16


    The team reunites in 2026 and reflects on the economy's performance in 2025 and looks ahead to the New Year. Mark reviews the forecast accuracy for the past year and is surprised by the results. Mark and Cris quibble over how to characterize the economy in 2025, and the team shares its predictions for 2026, along with the probabilities of the base cases, upside, and downside forecasts.  Hosts: Mark Zandi – Chief Economist, Moody's Analytics, Cris deRitis – Deputy Chief Economist, Moody's Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody's AnalyticsFollow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn  Questions or Comments, please email us at helpeconomy@moodys.com. We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Peter St Onge Podcast
    Ep 153 Weekly Roundup: Voters Losing Patience with Inflation

    Peter St Onge Podcast

    Play Episode Listen Later Jan 2, 2026 19:57


    Roundup of the Week's Top Stories in Economics and FreedomVoters Losing Patience with InflationRent Prices Fall most in 15 YearsKey Climate Paper Retracted“Blockbuster” GDP GrowthDollar Collapse Would Bring HyperinflationRead the article "Dollar Collapse Would Bring Hyperinflation" at https://www.profstonge.com/Visit our Sponsor: Monetary MetalsEarn 5% to 12% interest on your physical gold and silver, paid in physical gold and silver.Visit our Sponsor: CoinKiteProtect your Bitcoin with an Ultra-Secure Hardware WalletDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the show

    Audio Mises Wire
    The Panic of 1893: An Austrian View

    Audio Mises Wire

    Play Episode Listen Later Jan 2, 2026


    From an Austrian perspective, the Panic of 1893 provides key lessons, but this consequential panic has not received as much direct attention as it deserves.Original article: https://mises.org/mises-wire/panic-1893-austrian-view

    RenMac Off-Script
    RenMac Off-Script: Inflation Hits the Slopes

    RenMac Off-Script

    Play Episode Listen Later Jan 2, 2026 34:58


    RenMac kicks off 2026 with a wide-ranging discussion on the political reality around affordability and inflation, asset allocation myths, and what to watch as ISM and employment data kick off the year. Dutta argues inflation pressures are easing faster than expected across housing, labor, and energy. deGraaf highlights emerging cyclicality beneath soft year-end trading, cautioning that extended moves in commodities and precious metals are entering bubble territory. And Pavlick outlines why tariff relief is increasingly consumer-focused, how Taiwan and China remain a central geopolitical risk, and why midterm dynamics will shape policy more than campaign rhetoric.

    Mises Media
    The Panic of 1893: An Austrian View

    Mises Media

    Play Episode Listen Later Jan 2, 2026


    From an Austrian perspective, the Panic of 1893 provides key lessons, but this consequential panic has not received as much direct attention as it deserves.Original article: https://mises.org/mises-wire/panic-1893-austrian-view

    Rethinking the Dollar
    Silver Supply Concerns Already! Warning In the Fine Print | News Update

    Rethinking the Dollar

    Play Episode Listen Later Jan 2, 2026 38:37


    Think You Know Silver? Take the quiz and uncover what school never taught you: https://www.rethinkingthedollar.com/silver-iq/Silver market manipulation and the physical silver supply crunch are accelerating in 2026, dealers are warning of major delays, and premiums are rising fast. In today's livestream we break down SD Bullion's historic disclaimer, retail silver FOMO, skyrocketing American Silver Eagle premiums, and what it means for you as a precious metals investor.In this update you'll learn:• Why silver dealers are already warning of shipping delays• How spot prices are decoupling from physical premiums• What “silver price suppression” really looks like• Real‑time market movement & what it signals next• The rising US “tax revolt” narrative and political commentary• Why possession beats price in today's metals marketIf you want real‑world insights and raw analysis on silver supply, dealer behavior, and the broader economic narrative, this video is for you.

    Making Sense
    OMG! You Won't Believe What Just Happened in the Treasury Market

    Making Sense

    Play Episode Listen Later Jan 1, 2026 21:08


    The Fed is going to need some more not-QE and fast. We've got the year-end surge in repo borrowing at its window that is already way more than expected. At the same time, front end Treasury bill yields tumble in what is looking more like collateral scarcity along the lines of repo fails. Plus, the rest of the yield curve spent the entire fourth quarter – doing nothing. Literally nothing - and that's huge. 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---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------EDU LIVE PRESIDENT'S DAY FEBRUARY 2026If you're a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. To reserve your spot just go here but you better hurry, there aren't many spots left:https://eurodollar-university.com/event-home-page---------------------------------------------------------------------------------https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

    Coaches Don't Play
    Lifestyle Inflation & Building Wealth

    Coaches Don't Play

    Play Episode Listen Later Jan 1, 2026 81:18


    ⁠Follow Gina: ⁠ www.themmg.ca & ⁠The MMG Podcast ⁠Thank you to our Sponsors: Training Day Cafe & Lachi Films ⁠Training Day Cafe⁠ & Iron Nation Fitness: Mention the pod for special offers⁠⁠Lachi Films Wedding Videography⁠⁠: Mention the pod for 10% off⁠⁠⁠⁠⁠⁠Desi Dontdoze Playlist⁠⁠⁠⁠⁠Producer/Audio Engineer ⁠⁠⁠⁠⁠Kyle Bhawan⁠⁠⁠⁠⁠-------------------------00:00 Intro 07:50 misconceptions about retirement 12:31 Lifestyle inflation 20:39 Step by step investing 33:38 Compounding Interest 36:47 Moving TFSA's38:19 110K Car Debt43:30 How much to save & invest 46:31 Investing in ETF's49:48 22K credit card debt 59:15 Condo's are bleeding money 1:00:17 Investing for your kids1:02:02 Best Travel rewards credit card1:03:31 House or Reception 1:05:27 life insurance 1:08:54 How to invest 139K 1:13:44 Student Loans 1:15:12 Single mom 1:16:51 28 y/o with 100k 1:18:03 Final thoughts 

    Rethinking the Dollar
    When a Metal Splits in Two: The Silver Price No One Believes

    Rethinking the Dollar

    Play Episode Listen Later Jan 1, 2026 54:41


    Think You Know Silver? Take the quiz and uncover what school never taught you: https://www.rethinkingthedollar.com/silver-iq/Silver arbitrage is broken. The same ounce trades at $130 in Tokyo and just $71 in New York. One of those prices is a lie, and today's video uncovers why silver markets are fracturing and what it means for your portfolio.On January 1, 2026, China enacted silver export controls that locked up 60% of global refined supply. Elon Musk called it “not good” and he understated it. With Shanghai inventories at decade lows and U.S. COMEX registered stocks down 70% since 2020, the physical market is screaming a different price than paper.

    Thoughts on the Market
    Special Encore: What's Driving U.S. Growth in 2026

    Thoughts on the Market

    Play Episode Listen Later Dec 31, 2025 7:06


    Original Release Date: November 25, 2025Our Chief U.S. Economist Michael Gapen breaks down how growth, inflation and the AI revolution could play out in 2026.Read more insights from Morgan Stanley.----- Transcript -----Michael Gapen: Welcome to Thoughts on the Market. I'm Michael Gapen, Morgan Stanley's Chief U.S. Economist.Today I'll review our 2026 U.S. Economic Outlook and what it means for growth, inflation, jobs and the Fed.It's Tuesday, November 25th, at 10am in New York.If 2025 was the year of fast and furious policy changes, then 2026 is when the dust settles.Last year, we predicted slow growth and sticky inflation, mainly because of strict trade and immigration policies – and this proved accurate. But this year, the story is changing. We see the U.S. economy finally moving past the high-uncertainty phase. Looking ahead, we see a return to modest growth of 1.8 percent in 2026 and 2 percent in 2027. Inflation should cool but it likely won't hit the Fed's 2 percent target. By the end of 2026, we see headline PCE inflation at 2.5 percent, core inflation at 2.6 percent, and both stay above the 2 percent target through 2027. In other words, the inflation fight isn't over, but the worst is behind us.So, if 2025 was slow growth and sticky inflation, then 2026 and [20]27 could be described as moderate growth and disinflation. The impact of trade and immigration policies should fade, and the economic climate should improve. Now, there are still some risks. Tariffs could push prices higher for consumers in the near term; or if firms cannot pass through tariffs, we worry about additional layoffs. But looking ahead to the second half of 2026 and beyond, we think those risks shift to the upside, with a better chance of positive surprises for growth.After all, AI-related business spending remains robust and upper income consumers are faring well. There is reason for optimism. That said, we think the most likely path for the economy is the return to modest growth. U.S. consumers start to rebound, but slowly. Tariffs will keep prices firm in the first half of 2026, squeezing purchasing power for low- and middle-income households. These households consume mainly through labor market income, and until inflation starts to retreat, purchasing power should be constrained.Real consumption should rise 1.6 percent in 2026 and 1.8 [percent] in 2027 – better, but not booming. The main culprit is a labor market that's still in ‘low-hire, low-fire' mode driven by immigration controls and tariff effects that keep hiring soft. We see unemployment peaking at 4.7 percent in the second quarter of 2026, then easing to 4.5 percent by year-end. Jobs are out there, but the labor market isn't roaring. It'll be hard for hiring to pick up until after tariffs have been absorbed.And when jobs cool, the Fed steps in. The Fed is cutting rates – but at a cost. After two 25 basis point rate cuts in September and October, we expect 75 basis points more by mid 2026, bringing the target range to 3.0-3.25 percent. Why? To insure against labor market weakness. But that insurance comes with a price: inflation staying above target longer. Think of it as the Fed walking a tightrope—lean too far toward jobs, and inflation lingers; lean too far toward inflation, and growth stumbles. For now the Fed has chosen the former.And how does AI fit into the macro picture? It's definitely a major growth driver. Spending on AI-related hardware, software, and data centers adds about 0.4 percent to growth in both 2026 and 2027. That's roughly 20 percent of total growth. But here's the twist: imports dilute the impact. After accounting for imported tech, AI's net contribution falls sharply. Still, we expect AI to boost productivity by 25-35 basis points by 2027, over our forecast horizon, marking the start of a new innovation cycle. In short: AI is planting the seeds now for bigger gains later.Of course, there are risks to our outlook. And let me flag three important ones. First, demand upside – meaning fiscal stimulus and business optimism push growth higher; under this scenario inflation stays hot, and the Fed pauses cuts. If the economy really picks up, then the Fed may need to take back the risk management cuts it's putting in now. That would be a shock to markets. Second, there's a productivity upside – in which case AI delivers bigger productivity gains, disinflation resumes, and rates drift lower. And lastly, a potential mild recession where tariffs and tight policy bite harder, GDP turns negative in early 2026, and the Fed slashes rates to near 1 percent. So in summary: 2026 looks to be a transition year with less drama but more nuance, as growth returns and inflation cools, while AI keeps rewriting the playbook.Thanks for listening. If you enjoy the show, please leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.

    Making Sense
    The Most Dangerous Phase of an Economy Has Begun

    Making Sense

    Play Episode Listen Later Dec 31, 2025 21:09


    Massive protests have broken out in Iran as the economy there implodes. This is no longer an uncommon occurrence as we're seeing more signs of the most dangerous phase of the economy. Spurred largely by younger generations who have born the brunt of economic suckitude their entire lives, political upheaval is spreading and intensifying – maybe presenting opportunity but either way it is, by far, the greatest risk the world faces in 2026.Eurodollar University's Money & Macro Analysis------------------------------------------------------------------------------EDU LIVE PRESIDENT'S DAY FEBRUARY 2026If you're a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. To reserve your spot just go here but you better hurry, there aren't many spots left:https://eurodollar-university.com/event-home-page---------------------------------------------------------------------------------Bloomberg Gen Z Revolts Against Dystopian Future as Protests Spread Worldwidehttps://www.bloomberg.com/features/2025-gen-z-protest-worldwide/Gallup George H.W. Bush Retrospectivehttps://news.gallup.com/opinion/gallup/234971/george-bush-retrospective.aspxCSpan October 1992 Presidential Townhallhttps://www.c-span.org/clip/white-house-event/user-clip-clintons-i-feel-your-pain-moment/4842764https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

    Audio Mises Wire
    Kalshi Culture: How Gambling, Speculation, and Degeneracy Went Mainstream

    Audio Mises Wire

    Play Episode Listen Later Dec 31, 2025


    As government continues to engage in reckless actions from inflation to starting wars, people develop shorter time horizons, creating social vacuums. Increased gambling and other irresponsible behaviors then fill the void.Original article: https://mises.org/mises-wire/kalshi-culture-how-gambling-speculation-and-degeneracy-went-mainstream

    Excess Returns
    We Read 22 2026 Market Forecasts So You Don't Have To | What You Need to Know

    Excess Returns

    Play Episode Listen Later Dec 31, 2025 62:48


    In this episode of Excess Returns, Jack Forehand and Matt Zeigler dig into forecast season by reviewing and synthesizing insights from 22 major Wall Street and institutional market outlooks. Rather than treating year-end forecasts as precise predictions, the conversation uses them as a framework for understanding consensus views, hidden assumptions, and where the real risks and surprises for 2026 may lie. The discussion spans macroeconomic conditions, AI-driven growth, earnings expectations, valuation risks, and the growing divergence beneath headline market performance, helping investors think more clearly about the range of outcomes ahead.Main topics covered• Why year-end market forecasts are still useful despite being consistently wrong on exact targets• What consensus forecasts reveal about expectations for economic growth in 2026• The role of artificial intelligence in driving earnings, productivity, and capital spending• Reacceleration versus late-cycle slowdown and how forecasters are split on the outlook• Inflation expectations, interest rates, and the likelihood of fewer Fed cuts than expected• Fiscal policy, deficits, and the growing role of government stimulus• Energy constraints, data centers, and the physical limits of the AI buildout• Profit margin expansion versus revenue growth and why this matters for valuations• S&P 500 price targets, earnings assumptions, and where optimism and caution diverge• The dominance of the Magnificent Seven and the debate over market and earnings broadening• Risks beneath the surface, including margin compression, valuation resets, and sector rotation• What investors can learn by comparing the most bullish and most bearish forecastsTimestamps00:00 Forecast season and why reading outlooks still matters03:00 Why precise market targets are misleading but informative05:30 Using consensus forecasts to identify risks and surprises08:30 AI, economic reacceleration, and productivity expectations13:00 Recession risks, stagflation fears, and late-cycle dynamics17:00 Inflation outlook and why it may reemerge later in the year22:00 Fed policy, rate cuts, and rising internal dissent26:00 Fiscal stimulus, deficits, and long-term consequences28:00 AI infrastructure, energy constraints, and data centers35:00 AI diffusion and real-world productivity gains39:00 S&P 500 targets, earnings growth, and valuation assumptions43:00 Profit margins, mean reversion, and long-term risks47:00 Magnificent Seven earnings versus the rest of the market52:00 Market broadening, international stocks, and diversification56:00 Key takeaways for investors heading into 2026

    Mises Media
    Kalshi Culture: How Gambling, Speculation, and Degeneracy Went Mainstream

    Mises Media

    Play Episode Listen Later Dec 31, 2025


    As government continues to engage in reckless actions from inflation to starting wars, people develop shorter time horizons, creating social vacuums. Increased gambling and other irresponsible behaviors then fill the void.Original article: https://mises.org/mises-wire/kalshi-culture-how-gambling-speculation-and-degeneracy-went-mainstream

    Wholesaling Inc with Brent Daniels
    WIP 1897: #Classic - Smart Wholesalers vs. Everyone Else - Which One Are You

    Wholesaling Inc with Brent Daniels

    Play Episode Listen Later Dec 30, 2025 38:47


    Not all wholesalers play the game the same way—and the smart ones always come out ahead. In this episode, Aaron Chapman breaks down the hidden forces that impact your money, from inflation eating away at your buying power to the real cost of interest payments. Learn how to find better deals, make strategic financing moves, and shift your mindset from chasing cash flow to building lasting wealth. If you're serious about wholesaling, join the TTP Training Program.---------Show notes:(0:52) Beginning of today's episode(4:14) Inflation lowering the value of your dollars(7:04) Your dollars are losing 8% of its value or buying power every year(7:54) Finding deals and buying(14:53) The longer you take to pay the less you actually pay.(17:07) Interest paying position(28:52) We're not a cash flow market we are an appreciation one(34:24) Is timing the market important?----------Resources:To speak with Brent or one of our other expert coaches call (281) 835-4201 or schedule your free discovery call here to learn about our mentorship programs and become part of the TribeGo to Wholesalingincgroup.com to become part of one of the fastest growing Facebook communities in the Wholesaling space. Get all of your burning Wholesaling questions answered, gain access to JV partnerships, and connect with other "success minded" Rhinos in the community.It's 100% free to join. The opportunities in this community are endless, what are you waiting for?

    Making Sense
    WARNING: Something Big Just Broke in Repo Markets

    Making Sense

    Play Episode Listen Later Dec 30, 2025 21:25


    Repo fails just exploded, coming in at the highest weekly total since 2022. And this isn't even year-end. This is mid-December. It's the flat Beveridge economy that is exposing cracks in the credit markets. And along those lines, we've got an update on the Tricolor debacle and how it was actually uncovered that will knock your socks off u But it also does a really good job of explaining why there is so much risk aversion exploding throughout the monetary system. Eurodollar University's Money & Macro Analysis------------------------------------------------------------------------------EDU LIVE PRESIDENT'S DAY FEBRUARY 2026If you're a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. To reserve your spot just go here but you better hurry, there aren't many spots left:https://eurodollar-university.com/event-home-page---------------------------------------------------------------------------------https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

    Thoughtful Money with Adam Taggart
    The Fed Is Making A Big Mistake - Get Ready For More Inflation | Jim Bianco

    Thoughtful Money with Adam Taggart

    Play Episode Listen Later Dec 30, 2025 85:21


    Some analysts fear the coming year could be pretty gruesome, as a slowing economy get compounded by rising unemployment, right as tapped-out consumers buckle under the high cost of living & rising debt delinquencies.The Adminsitration however, projects a much more confident outlook.One of booming economic growth, contained inflation, lower taxes, more jobs and meaningful government cost containment.Which future is more likely?To discuss, we have the good fortune today to welcome back to the program Jim Bianco, President and Macro Strategist at Bianco Research, LLC.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#inflation #interestrates #federalreserve _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

    Verdict with Ted Cruz
    It's a Wel-fraud Wonderland, Industrial-Scale Theft in Minnesota & GDP Boom vs. Media Gloom Week In Review

    Verdict with Ted Cruz

    Play Episode Listen Later Dec 27, 2025 27:30 Transcription Available


    1. Welfare System Fraud and Structural Issues Based on an op-ed by Phil Gramm and John Early in The Wall Street Journal titled “The Biggest Fraud in Welfare”. Key points: U.S. welfare spending has skyrocketed 765% since the mid-1970s, now totaling $1.4 trillion annually. If distributed evenly among the 19.8 million families classified as poor, each would receive $71,000 per year. The government fails to count non-cash benefits (Medicaid, housing subsidies, food stamps) as income, creating a distorted picture of poverty. Example: A single parent earning $11,000 annually can receive benefits worth $53,128, bringing total resources to $64,128, well above the poverty threshold. Criticism of the system: It traps people in dependency instead of promoting self-sufficiency, contrasting with Trump-era welfare reform that moved 7 million people off food stamps into the workforce. 2. Massive Fraud in Minnesota’s Medicaid and Welfare Programs Federal prosecutors allege up to $9 billion in fraud since 2018, possibly 50% of the $18 billion spent on 14 programs. Fraud described as “industrial scale”, involving fake companies and individuals exploiting housing and autism assistance programs. Some funds allegedly funneled to Al Shabab, a Somali terrorist organization. Criticism of Minnesota’s Democratic leadership for lack of oversight and alleged vote-buying incentives. Prediction: Similar fraud likely exists in California, New York, and Illinois. Media accused of downplaying the scandal; local CBS reports highlighted the severity. 3. Strong U.S. Economic Performance Under Trump Latest GDP report shows 4.3% growth in Q3, the strongest in two years, beating expectations of 3.2%. Growth driven by consumer spending, healthcare, tech, and AI-related investments. Inflation reportedly down to 1.6%, signaling economic stability. Commentary contrasts media narratives predicting economic collapse with reality of strong holiday spending and trade policy success. Trump’s supply-side policies (tax cuts, deregulation) and trade strategies credited for economic boom. Please Hit Subscribe to this podcast Right Now. Also Please Subscribe to the 47 Morning Update with Ben Ferguson and The Ben Ferguson Show Podcast Wherever You get You're Podcasts. And don't forget to follow the show on Social Media so you never miss a moment! Thanks for Listening YouTube: https://www.youtube.com/@VerdictwithTedCruz/ Facebook: https://www.facebook.com/verdictwithtedcruz X: https://x.com/tedcruz X: https://x.com/benfergusonshowYouTube: https://www.youtube.com/@VerdictwithTedCruzSee omnystudio.com/listener for privacy information.