Podcasts about Inflation

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    Latest podcast episodes about Inflation

    Remarkable Retail
    Lululemon Slides, Five Below Sizzles & Anthropic Enters Commerce, Plus Guest co-Host Anne Mezzenga Goes Undercover

    Remarkable Retail

    Play Episode Listen Later Sep 8, 2026 52:18


    Remarkable Retail Episode 311 welcomes guest co-host and longtime friend of the pod Anne Mezzenga, Founder & CEO of Retail Field Report, joining Steve Dennis and Michael LeBlanc on mic and on camera.Anne opens with her new venture, launched in March as an evolution of the work she built at Omni Talk Retail with co-founder Chris Walton. Retail Field Report takes a journalist's lens rather than an analyst's — working shifts in stores, interviewing executives and walking floors to learn what's actually happening inside retail organizations, not what the headlines claim.The news opens on a shaky macro backdrop: diesel at a four-year high, the priciest Labor Day gas in a year, worse still across Europe, and a Fed narrative that has flipped from cuts to a 62% market-implied probability of at least two hikes by year-end. Michael adds the Canadian view — reciprocal tariffs, shelved US liquor and a tourism reversal after June's 5% bump in cross-border travel. Anne reports from the field: once fuel, healthcare and food are covered, the discretionary spending big-box retailers count on is running dry.On earnings, Steve unpacks Five Below's five straight quarters of double-digit comps, 23% revenue growth, its move past 2,000 stores and a rare guidance raise. Victoria's Secret posts a 9% comp; Anne credits store consistency, omnichannel execution and strength in PINK and beauty, and the pair explore whether GLP-1s — increasingly prescribed alongside hormone replacement therapy — are quietly reshaping apparel and beauty demand. Lululemon disappoints, with comps down 9% and the Americas down 12% as Heidi O'Neill steps in as CEO; Anne argues the brand needs a sharper point of view and less rinse-and-repeat product. At Kohl's, Steve flags a second straight quarter of Sephora underperforming the rest of the store.The centerpiece is Anne's work as a flex retail associate, booking shifts through the Reflex app in cities across the US: point-of-sale systems so intuitive that training is nearly obsolete, twelve strangers running a warehouse sale that moved 3,000 customers in a single shift, and hospitality-only roles at Longchamp in Boston and Sézane in San Francisco, evidence that mid-tier retailers are putting real P&L dollars into the welcome.The trio then debates Anthropic's open-source Claude Commerce Agents — throttled assortments in agentic pilots, returns exposure, and grocery shoppers splitting weekly lists across banners by price. Anne walks Target stores with executives and lands bullish on the Bullseye, while Steve sizes up Shein's Hong Kong listing at roughly $27 billion against its one-time $100 billion valuation.On the radar screens: Quince's rumored raise and brick-and-mortar ambitions (Steve's skeptical the assortment translates), and Michael on JBS, the world's biggest meat processor, Brazilian beef imports, and whether beef can price itself out of the grocery basket for good. Registration is open for a special webinar featuring Steve in conversation with Placer AI's Head of Analytical Research RJ Hottovy. From changing shopping patterns to emerging market opportunities, shifting consumer demand continues to reshape the industry. So don't miss this data-driven session unpacking the most important trends defining today's marketplace and the strategies leading brands are using to win retail's future. It's all brought to you by Placer.AI and It all happens on Tuesday September 29 at 1pm ET..Register here today:https://www.placer.ai/discover-events/discover-shifting-consumer-demand 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 2026 and continues to be a ReThink Retail Top Retail Expert for the fifth year in a row.

    Worldwide Exchange
    Inflation, AI and trade tensions test the market outlook 9/8/26

    Worldwide Exchange

    Play Episode Listen Later Sep 8, 2026 43:03


    Markets face renewed pressure as rising oil prices, higher Treasury yields and inflation concerns put Fed policy back in focus. Plus, advances in AI and a rotation into software are reshaping the tech trade as investors weigh volatility and new opportunities. Later, U.S. Canada trade tensions and growing questions around AI safety and accountability add fresh risks to the global outlook. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Erichsen Geld & Gold, der Podcast für die erfolgreiche Geldanlage
    Die finanzielle Repression hat begonnen!

    Erichsen Geld & Gold, der Podcast für die erfolgreiche Geldanlage

    Play Episode Listen Later Sep 8, 2026 21:10 Transcription Available


    Ich überlege gerade, ob es ein wenig nach „Crash-Prophet“ oder Aluhutträger klingt. Aber es ist genau so, wie ich sage: Die finanzielle Repression hat begonnen – und es wird eher schlimmer als besser. Doch man kann sich dagegen wehren. Genau darüber und über einige Grundlagen möchte ich heute sprechen.
 ► Hole dir jetzt deinen Zugang zur brandneuen BuyTheDip App! Jetzt anmelden & downloaden: http://buy-the-dip.de
 ► An diese E-Mail-Adresse kannst du mir deine Themen-Wünsche senden: podcast@lars-erichsen.de
 ► Meinen BuyTheDip-Podcast mit Sebastian Hell und Timo Baudzus findet ihr hier: https://buythedip.podigee.io
 ► Schau Dir hier die neue Aktion der Rendite-Spezialisten an: https://www.rendite-spezialisten.de/aktion
 ► TIPP: Sichere Dir wöchentlich meine Tipps zu Gold, Aktien, ETFs & Co. – 100% gratis: https://erichsen-report.de/
 Viel Freude beim Anhören. Über eine Bewertung und einen Kommentar freue ich mich sehr. Jede Bewertung ist wichtig. Denn sie hilft dabei, den Podcast bekannter zu machen. Damit noch mehr Menschen verstehen, wie sie ihr Geld mit Rendite anlegen können.
 ► Mein YouTube-Kanal: http://youtube.com/ErichsenGeld
 ► Folge meinem LinkedIn-Account: https://www.linkedin.com/in/erichsenlars/
 ► Folge mir bei Facebook: https://www.facebook.com/ErichsenGeld/
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 Die verwendete Musik wurde unter www.soundtaxi.net lizenziert. 
Ein wichtiger abschließender Hinweis: Aus rechtlichen Gründen darf ich keine individuelle Einzelberatung geben. Meine geäußerte Meinung stellt keinerlei Aufforderung zum Handeln dar. Sie ist keine Aufforderung zum Kauf oder Verkauf von Wertpapieren.
 Zum Zeitpunkt der Erstellung dieses Beitrags, lagen bei dem Autor, Lars Erichsen, keine Interessenskonflikte vor. Geplante Änderungen: Keine. Weitere Informationen entnehmen Sie bitte unserem Transparenzhinweis zum Umgang mit Interessenskonflikten: https://www.lars-erichsen.de/transparenz-und-rechtshinweis

    Retire(Meant) For Living Podcast
    Inflation, Taxes, and Bonds: What's Changing?

    Retire(Meant) For Living Podcast

    Play Episode Listen Later Sep 8, 2026 23:33


    What does a $40 trillion national debt mean for your retirement future? JoePat Roop explores how inflation, taxes, government spending, and changing market dynamics may affect retirees. The discussion also examines the evolving role of bonds, potential tax implications, and why strategies like Roth conversions are gaining attention. For more information or to schedule a consultation call 704-946-7000 or visit BelmontUSA.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

    Nedgroup Investments Insights
    Market and economic wrap: The inflation tug-of-war: strong growth meets higher rates.

    Nedgroup Investments Insights

    Play Episode Listen Later Sep 8, 2026 7:31


    Strong economic growth continues to support global markets, but rising oil prices, persistent inflationary pressures and geopolitical tensions are complicating the outlook for investors. In this week's episode, Tumisho Grater, Multi-Manager Investment Analyst at Nedgroup Investments, explores the delicate balancing act facing markets as resilient economic data clashes with growing expectations that interest rates remain higher for longer. She unpacks the implications of the latest US employment data, the inflation outlook and why investors are paying close attention to upcoming central bank decisions. The episode also examines the impact of rising Treasury yields on equity markets, ongoing developments in the Middle East and their influence on global energy markets. Closer to home, Tumisho discusses South Africa's economic outlook ahead of key GDP and production data releases, the resilience of the rand, and how higher commodity prices are supporting parts of the local market, including the platinum group metals sector. LinkedIn · YouTube

    Retire Texas Style!
    The Chuck E. Cheese Lesson Every Future Retiree Should Hear

    Retire Texas Style!

    Play Episode Listen Later Sep 8, 2026 17:30


    What if a simple trip to Chuck E. Cheese revealed one of the biggest retirement planning challenges people face today? Steve Hoyl discusses how rising costs, inflation, market volatility, and changing retirement realities are reshaping financial planning. From the disappearance of pensions to the importance of balancing risk, building emergency savings, and creating reliable income strategies, they compare retirement planning today with decades past. The conversation also explores why buying power matters more than account balances and why trusted guidance can be essential when preparing for retirement. Get Your Complimentary Retirement Analysis Social Media: Facebook | XSee omnystudio.com/listener for privacy information.

    Morgonrapporten
    260908 - Svensk inflation drog ner räntor

    Morgonrapporten

    Play Episode Listen Later Sep 8, 2026 7:16


    InvestTalk
    Best of Caller Questions - Labor Day Edition

    InvestTalk

    Play Episode Listen Later Sep 7, 2026 46:39 Transcription Available


    In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.Today's Stocks & Topics: Forex Trading, Gold, 401k Allocation, Positions Sizing, Good ETFs to Invest In, Short Selling vs Put Options, Investing in Industrials, 403B, Saving to Buy a House, Physical Gold or Gold Stocks, Stop Orders, Inflation and Your Portfolio, Big Tech Earnings, Investment Loss, Dividend Reinvestment Plan (DRIP), Sectors to Invest In, ETFs Analysis.Our Sponsors:* Check out Anthropic and use my code claud.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands

    Investing in Real Estate with Clayton Morris | Investing for Beginners
    1209: Why Inflation Is Quietly Making Renters Poorer - Episode 1209

    Investing in Real Estate with Clayton Morris | Investing for Beginners

    Play Episode Listen Later Sep 7, 2026 14:04


    Inflation is making renters poorer—and not just because your rent keeps going up. Every month, more of your paycheck is being transferred into housing costs, leaving you with less money to save, invest, or ever become an owner. You don't benefit from equity or appreciation; you simply have to come up with more money to remain in the same place with little to no upgrades. On today's show, let's get brutally honest here about why inflation is making renters poorer, why this problem continues even when inflation supposedly cools down, and what renters can actually do to stop falling further behind. You're going to learn why rent inflation can be so damaging to your bottom line, how ownership of assets can help you get ahead, and much more!

    Dollars & Sense with Joel Garris, CFP
    Interest Rates, Market Timing & Smart Giving: 3 Financial Planning Moves to Watch

    Dollars & Sense with Joel Garris, CFP

    Play Episode Listen Later Sep 7, 2026 38:41


    Interest rates, inflation, investing, and charitable giving may seem like separate financial topics—but they all come back to one important idea: having a plan. In this episode of Dollars & Sense, Joel  breaks down how changing interest rates can affect borrowers, savers, bond investors, retirees, and anyone trying to make smart decisions with their money. Joel also explains why waiting for the “perfect” time to invest can be costly, especially when headlines make it tempting to sit on the sidelines. Instead of trying to time the market, he shares practical ways to think about cash needs, long-term growth, dollar-cost averaging, and building an investment allocation that matches your goals. Finally, this episode explores donor-advised funds and how they may help families give more intentionally. Learn how charitable giving can be coordinated with tax planning, appreciated investments, high-income years, and long-term family goals. 

    SAfm Market Update with Moneyweb
    From fuel prices to financial markets: Protecting your wealth from inflation

    SAfm Market Update with Moneyweb

    Play Episode Listen Later Sep 7, 2026 8:43


    John Manyike – Head of financial education, Old Mutual SAfm Market Update - Podcasts and live stream

    Monocle 24: The Bulletin with UBS
    The UBS house view on AI, earnings growth and inflation

    Monocle 24: The Bulletin with UBS

    Play Episode Listen Later Sep 6, 2026 22:35


    David Lefkowitz, Frederick Mellors and Kiran Ganesh of UBS discuss the durability of the AI investment cycle, the breadth and resilience of corporate earnings growth, and the path of inflation and monetary policy.See omnystudio.com/listener for privacy information.

    Afford Anything
    First Friday: Hope in Nepal; Trouble in the Bond Market

    Afford Anything

    Play Episode Listen Later Sep 5, 2026 45:22


    #747: We have good news on multiple fronts to share about the job market, the stock market, the commodities market, and volatile news around the bond market. And we begin it with some great news coming out of Nepal. Welcome to the First Friday episode for September 2026. ⏱️ TIMESTAMPS Note: Timestamps may vary slightly depending on dynamic ad placements. (00:00) Rescued workers in Nepal (04:53) Strong August jobs report (10:14) Conflicting employment data (12:27) Strong jobs, weaker stocks (17:43) Why bonds matter more (23:17) Inflation drives Treasury yields (29:45) Hidden risks in bonds (36:50) Treasury buyback controversy (43:32) Liquidity versus warning signs

    The Retirement and IRA Show
    IRMAA Brackets, Social Security, Annuity Inflation, QCDs, Listener PSAs: Q&A #2636

    The Retirement and IRA Show

    Play Episode Listen Later Sep 5, 2026 85:38


    Jim and Chris discuss listener emails on IRMAA brackets after a spouse’s death, Social Security claiming and spousal benefits, annuities and inflation for a Minimum Dignity Floor shortfall, and a Qualified Charitable Distributio (QCD) funding a charitable gift annuity, followed by listener PSAs on expense tracking, home sale timing, and annuity flexibility. (10:00) A listener asks which year’s tax brackets and which filing status apply to the IRMAA two-year look-back following a spouse’s death, and whether remarrying later would change the result. (18:30) George asks whether claiming Social Security at Full Retirement Age rather than 70 makes more sense when a spouse is already receiving a small benefit that would step up to a spousal benefit. (32:15) The guys respond to a question about how to account for future inflation when purchasing an annuity to cover a Minimum Dignity Floor (MDF) shortfall. (1:02:15) Jim and Chris address a question about using a QCD from a traditional IRA that contains basis to fund a charitable gift annuity. The listener asks how the basis affects the reportable QCD amount, any charitable deduction, and the taxation of the lifetime income stream. (1:11:30) Georgette shares a listener PSA on using a budgeting app to tag every transaction as either MDF or Fun in the years leading up to retirement. (1:13:00) A listener offers a PSA recommending a different approach – similar to what Jim is doing – for the homebuyer from a previous episode. (1:15:00) The guys share a listener PSA suggesting a 60-day leaseback at closing as a simpler alternative to the 60-day rollover for that same home purchase situation. (1:19:30) Jim and Chris close with a listener PSA suggesting that an annuity purchased for fun spending could also serve as a partial source of MDF income later if it structured differently. The post IRMAA Brackets, Social Security, Annuity Inflation, QCDs, Listener PSAs: Q&A #2636 appeared first on The Retirement and IRA Show.

    AP Audio Stories
    Wall Street week ahead: The market focuses on key inflation updates

    AP Audio Stories

    Play Episode Listen Later Sep 5, 2026 0:57


    Here's a look at the week ahead on Wall Street.

    Govern America
    Govern America | September 5, 2026 | Green Grabbing

    Govern America

    Play Episode Listen Later Sep 5, 2026 176:37 Transcription Available


    "Green Grabbing" Hosts: Darren Weeks, Vicky Davis Website for the show: https://governamerica.com Vicky's website: https://thetechnocratictyranny.com COMPLETE SHOW NOTES AND CREDITS AT: https://governamerica.com/radio/radio-archives/22677-govern-america-september-5-2026-green-grabbing Listen LIVE every Saturday at 11AM Eastern or 8AM Pacific at http://governamerica.net or on your favorite app. DISCLOSURE: AI used for top-of-the-hour newscasts and break bumper music.CIA MKULTRA operation and coverup. Is the CIA conducting covert operations against the Spanish enclave of Ceuta in retaliation for Spain's refusal to cooperate on Iran? The UN wants to abandon current world map. UN Convention to Combat Desertification. Convention on Biological Diversity and the Subsidiary Body of Implementation. Video games and games of war? Talk of UK draft as Russia threatens military strikes. Trump says Iran war is "small potatoes" as Diesel prices reach record high. Israel continues attacks in southern Lebanon, and more.

    WSJ What’s News
    Strong August Jobs Report Is a Bright Spot for the Economy

    WSJ What’s News

    Play Episode Listen Later Sep 4, 2026 13:22


    P.M. Edition for Sept. 4. The U.S. added a whopping 162,000 jobs last month, far better than economists expected. We hear from Journal markets reporter Jack Pitcher about what investors are betting that means for the Fed. Plus, we talk to Siobhan Hughes, who covers Congress, about the reaction to her reporting on how John Fetterman has shown little interest in the duties of a U.S. senator. And federal regulators say they have opened a probe into Tesla's Cybercab, a day after it hit the streets of Austin. Reporters Ryan Felton and Becky Peterson weigh in on what the probe means for Elon Musk's company. Alex Ossola hosts. Behind Closed Doors, John Fetterman Shows Little Interest in the Work of a Senator Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    podcasts – Apologia Radio – Christian Podcast and TV Show
    584. Navigating the Inflation Problem w/Dominion Wealth

    podcasts – Apologia Radio – Christian Podcast and TV Show

    Play Episode Listen Later Sep 4, 2026 69:35


    Are you asking yourself, "Why can't I afford to live right now?" Then you've come to the right episode! We are excited to be joined once again by our good friend and parter Josiah Stowe from Dominion Wealth to discuss this dilemma from a Biblical worldview. The good news is that Deuteronomy 28 has the answers. We'll be looking at our present economic situation through the lens of supply and demand, but also the rampant violation of God's Law and the natural Deuteronomic curses that follow.

    Thoughts on the Market
    What Could Shake Up Markets in September?

    Thoughts on the Market

    Play Episode Listen Later Sep 4, 2026 3:30


    Investors have plenty to digest this month, from economic data to central-bank decisions. Our Global Head of Fixed Income Research Andrew Sheets outlines what could drive the next bout of volatility.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Global Head of Fixed Income Research at Morgan Stanley.Today, several catalysts for more volatility later this month.It's Friday, September 4th at 2pm in London.Over more than a century of market history, Septembers have tended to see more volatility than the average month. You can't exactly set your watch by it, but the trend is definitely there. As investors come back from summer and capital market activity restarts in earnest, things historically tend to move.This idea seems especially relevant this year. Despite the headlines, it was a pretty calm summer for markets. Since early June, U.S. stocks, yields, and credit were all modestly higher, and they got there with minimal movement. The realized volatility – that is how much these markets are moving on a daily basis – has been historically low.September offers a number of catalysts that could test that.First and foremost is the Fed. Inflation remains above the central bank's target, and markets are pricing a roughly two out of three chance of a rate hike at the September 16th meeting. That's more uncertainty this close to a meeting than we've had in a while – and the impact goes far beyond a single decision. Live meetings from the Bank of Japan and the European Central Bank also loom in September.September is also a month that historically sees unusually heavy capital market activity. That makes sense. If you're a corporate and looking to raise money, it's often better to wait until investors are back from the summer before going out looking for those funds.But this September could be unusually active, given a growing IPO pipeline and continued funding needs from AI-related construction. And so, it's fair to say that even adjusting for September's usually heavy pace, there's an unusually wide range of outcomes around where capital market activity could land this month.Investors are also coming back from the summer with major uncertainty still hanging over global energy markets. Morgan Stanley's commodity team still sees global energy flows as severely restricted and recently raised their forecast for oil prices, seeing them reach about $100 a barrel in the fourth quarter of this year.The price of what's in that barrel is becoming even more extreme, with the price of diesel fuel in Europe up 140 percent since January 1st. And so, as inventories continue to draw down and questions around the duration of this conflict persist, both factors could drive more market movements.The good news is that while Septembers have historically been more volatile months, they're not necessarily a bellwether. And that could apply again. By month-end, we should have a much better idea of the Fed's path, the scale of capital market activity, and the state of energy supply.But until then, the level of expected volatility across many markets, particularly interest rate and foreign exchange markets, remains unusually low. Given this backdrop, we think those levels of expected volatility can rise.Thank you, as always, for your time. If you find Thoughts on the Market useful, let us know by leaving a review wherever you listen. And also tell a friend or colleague about us today.

    InvestTalk
    Fed Rate Hike September 2026: Is Warsh's Inflation Warning a Game-Changer?

    InvestTalk

    Play Episode Listen Later Sep 4, 2026 45:14


    Federal Reserve Chair Kevin Warsh rocked markets at Jackson Hole by declaring that inflation is not slowing and reaffirming a commitment to hitting the 2% target. With Gulf stock markets already falling on rising rate-hike bets, investors need to understand what a more hawkish Fed means for stocks, bonds, and their wallets.Today's Stocks & Topics: Pelagos Insurance Capital Limited (PLGO), Market Wrap, Tyson Foods, Inc. (TSN), Tariffs, Alternative to Money Market Accounts, Fed Rate Hike September 2026: Is Warsh's Inflation Warning a Game-Changer?, HDFC Bank Limited (HDB), Palantir Technologies Inc. (PLTR), PROCEPT BioRobotics Corporation (PRCT), Corn Contracts and Food Inflation.Our Sponsors:* Check out Anthropic and use my code claud.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands

    The Meb Faber Show
    Why Gold Stopped Being a Commodity (AllianceBernstein's Inigo Fraser-Jenkins) | #649

    The Meb Faber Show

    Play Episode Listen Later Sep 4, 2026 50:43


    Today's guest is Inigo Fraser Jenkins, Chief Investment Strategist at AllianceBernstein. In today's episode, Inigo argues that the golden era of easy diversification and high real returns is ending. He defends US equity exceptionalism while declining to defend the dollar.  To close, he makes the case for gold and explains why bonds may no longer diversify equities. (0:00) Starts (0:54) Is US exceptionalism dead? (10:27) US vs. foreign profit margins (15:12) Diversifying beyond 60/40 (21:05) Gold is money and the role it plays in portfolios (33:08) Higher expected future inflation (35:26) The bull case for healthcare (39:24) Inflation volatility and commodity demand (42:38) AI's impact on the labor market ----- Sponsors: ⁠⁠ Farmland LP⁠ is one of the largest investment funds in the US focused on converting chemical-based conventional farmland to organic, sustainably-managed farmland using a value-add commercial real estate strategy in the agriculture sector. Upwork⁠⁠ is the world's largest human and AI-powered freelance marketplace to hire top talent—trusted by businesses and professionals worldwide. ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).

    WSJ Minute Briefing
    U.S. Adds a Whopping 162,000 Jobs

    WSJ Minute Briefing

    Play Episode Listen Later Sep 4, 2026 1:54


    Plus: Federal regulators are investigating Tesla's steering wheel-free robotaxi. And electric truck startup Windrose Technology is losing workers as it runs low on funds. Alex Ossola hosts. Sign up for 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Financial Sense(R) Newshour
    Big Picture Macro Investing: Oil, Inflation, and Hard Assets

    Financial Sense(R) Newshour

    Play Episode Listen Later Sep 4, 2026 37:50


    Sep 4, 2026 – We are witnessing one of the most significant macroeconomic shifts in over half a century. US energy reserves are approaching operational limits as they are drawn down to buffer disruptions from the Iran conflict, while the energy sector faces a multi-trillion...

    Investor Coaching Show – Paul Winkler, Inc
    Are You Afraid You Won't Be Able To Keep Up With Inflation?

    Investor Coaching Show – Paul Winkler, Inc

    Play Episode Listen Later Sep 4, 2026 29:05


    Prices are rising, and more people are wondering how long they can keep up. Today, Paul talks about a conversation with an investor who is genuinely concerned about how rising interest rates and inflation will affect both the economy and his spending power. Listen along as Paul explains why most inflation investment strategies introduce risk and miss out on the greatest inflation hedge of the last 100 years: equities. Paul goes on to explain that when you own companies that raise prices and are still required to deliver profits to their shareholders, your portfolio is positioned to provide income regardless of inflation rates.   Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement.   This material is for general educational purposes only and is not personalized investment, financial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All financial decisions involve risk, and you should consult qualified professionals before acting on this information. Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser. 

    The Big Story
    Big Headlines: Montreal college resumes classes after some uncertainty over its funding and Canada's job market takes a turn for the worse

    The Big Story

    Play Episode Listen Later Sep 4, 2026 7:12


    Plus: A Nova Scotia cabinet minister resigns over decade-old rap lyrics, Quebec puts out nearly a million vaccine-laced raccoon baits to fight a rabies outbreak, Alberta expects record turnout for an upcoming referendum, and the fate of a Massachusetts women who claims postpartum psychosis led her to kill her children lies in the hands of a jury. We love feedback at The Big Story, as well as suggestions for future episodes. You can find us: Through email at hello@thebigstorypodcast.ca Or @thebigstory.bsky.social on Bluesky Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

    AP Audio Stories
    Hiring burst of 162,000 jobs in August puts the focus squarely back on inflation in the US

    AP Audio Stories

    Play Episode Listen Later Sep 4, 2026 0:54


    AP Washington correspondent Sagar Meghani reports last month's strong jobs report has put the economic focus back on inflation.

    Digital Finance Analytics (DFA) Blog
    The Future Is Genuinely In Our Own Hands: With Lynette Zang

    Digital Finance Analytics (DFA) Blog

    Play Episode Listen Later Sep 4, 2026 41:05


    Markets are going crazy, gold is being repatriated as bond yields rise. Inflation remains high partially stoked by AI investment, while ordinary people seem to be left behind, so what to do? Well, I caught up with sound money advocate Lynette Zang, who is the Founder and CEO of Zang Enterprises. We spoke about the … Continue reading "The Future Is Genuinely In Our Own Hands: With Lynette Zang"

    Wirtschaft | Deutsche Welle
    Die Schulden-Angst kehrt zurück

    Wirtschaft | Deutsche Welle

    Play Episode Listen Later Sep 4, 2026 28:15


    Wie gefährlich ist der wachsende Schuldenberg in den USA? Und wie lange können auch andere Industriestaaten ihre wachsenden Defizite noch finanzieren? Einschätzungen vom Fidelity-Kapitalmarktstrategen Carsten Roemheld.

    WSJ What’s News
    Why Nvidia's Buying AI Platform Hugging Face for $13 Billion

    WSJ What’s News

    Play Episode Listen Later Sep 3, 2026 11:11


    P.M. Edition for Sept. 3. WSJ reporter Robbie Whelan discusses how with its latest deal for AI platform Hugging Face, chip giant Nvidia is promoting open-weight AI models that compete with OpenAI and Anthropic. Plus, we're still two years away from the next presidential election, but some Republican hopefuls are already testing the waters. We hear from Journal White House correspondent Natalie Andrews about who may have President Trump's backing and how Senator Ted Cruz is going over with voters in Iowa. And feminist icon Gloria Steinem dies at age 92. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    The Brian Lehrer Show
    What Rising Global Bond Yields Mean for the Economy, and Your Money

    The Brian Lehrer Show

    Play Episode Listen Later Sep 3, 2026 23:11


    Amidst rising inflation, ongoing wars in Iran and Israel, and the U.S. national debt climbing to a record $40 trillion, the global bond market is rattled. Mary Childs, host of the talk show podcast Mary in America, author of The Bond King, and former co-host of Planet Money, explains why bond yields are so high right now and what it all means for the global economy, and for your wallet.c/o: Blue Arauz, via Pexels Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    The Nextlander Podcast
    263: Open-World Inflation

    The Nextlander Podcast

    Play Episode Listen Later Sep 3, 2026 135:16


    Other podcasts talk about Grand Theft Auto VI, but we bring in Video Games Chronicle's Jordan Middler to talk about Metal Gear Solid 6 (and also GTA 6). And also Onimusha: Way of the Sword, The Blood of Dawnwalker, annualized Silent Hill, the furloughing of the Star Wars Zero Company team, and the lunacy of 96-course, eight-player Mario Kart on a single TV.CHAPTERS(00:00:00) Start of show(00:02:17) Pokemon XP and World Championships(00:10:45) Stacking up the game reviews(00:12:40) The Blood of Dawnwalker  |  [PC (Microsoft Windows), Xbox Series X|S, PlayStation 5]  |  Sep 3, 2026(00:37:18) First Break(00:37:28) Onimusha: Way of the Sword  |  [PC (Microsoft Windows), Nintendo Switch 2, Xbox Series X|S, PlayStation 5]  |  Sep 4, 2026(00:52:29) Metal Gear Solid: Master Collection Vol. 2  |  [PC (Microsoft Windows), Nintendo Switch, Xbox Series X|S, PlayStation 5]  |  Aug 27, 2026(01:04:07) Blood Dungeon  |  [PC (Microsoft Windows), Nintendo Switch, Xbox Series X|S, PlayStation 5]  |  Aug 25, 2026(01:13:45) Second Break(01:13:46) News(01:14:44) We've seen Grand Theft Auto VI (and so have you)(01:44:16) Most of the Star Wars Zero Company team furloughed(01:49:05) State of Decay 3 is still alive(01:57:34) You can play eight-player Mario Kart 8 on one TV now(02:04:36) Emails!(02:13:31) The mysterious benefactors(02:14:27) Byeeee!

    Making Sense
    The Diesel Crisis Nobody Is Talking About

    Making Sense

    Play Episode Listen Later Sep 3, 2026 21:25


    Everyone believes the energy shock is about oil. It isn't. The most important price in energy today isn't really the price of crude. It is the difference between crude oil and the fuel made from it—a number known as the crack spread.And for diesel, that spread has absolutely exploded to record highs. Now what?CHAPTERS:0:00: It's Not Oil, It's Diesel1:45: Crude vs Diesel and the Refinery Bottleneck5:27: The Crack Spread Explained7:13: Falling Fuel Demand10:38: The Weakening Labor Market13:31: Why Refiners Can't Just Make More15:45: Retailers Are Cutting Prices17:48: Peak Season, Record-Low Diesel Supply19:13: Demand Destruction, Not InflationEurodollar 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----------------------------------------------------------------------------------Eurodollar University Live 2October 9-12, West Palm Beach, Florida40 seats exist. Application only.https://eurodollar-university.com/edu-conference-2026----------------------------------------------------------------------------------https://www.youtube.com/watch?v=mbyK0zBmUdkhttps://www.facebook.com/FreightWaves/videos/fuel-surcharges-hit-post-war-high/995362180202422/https://www.facebook.com/yahoofinance/videos/us-diesel-is-at-its-highest-price-since-peaking-in-april-during-the-initial-phas/1983606939022118/https://www.youtube.com/watch?v=KV9WNbDYvashttps://www.youtube.com/watch?app=desktop&v=l62qGJkGRgghttps://www.youtube.com/watch?v=gSOyHFh0JeQhttps://www.facebook.com/KIII3News/videos/one-of-the-first-new-us-refineries-in-decades-set-to-break-ground-in-san-patrici/28365786599721611/https://www.facebook.com/FreightWaves/videos/us-diesel-exports-smash-records-economic-impact/2210266723100605/https://www.wsj.com/business/energy-oil/trump-wants-big-oil-to-build-more-refineries-thats-a-tough-sell-54666292https://www.bloomberg.com/news/articles/2026-07-19/us-oil-refiners-are-running-so-hard-they-are-risking-breakdownshttps://www.facebook.com/cnbc/videos/america-is-building-its-first-new-oil-refinery-in-nearly-50-years/1771239487664827/https://www.spglobal.com/energy/en/news-research/latest-news/refined-products/090126-us-gulf-coast-diesel-prices-hit-all-time-high-amid-global-supply-disruptionshttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDUI'll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. You can find me here: https://bravais.social/profile/edu

    Brian Lehrer: A Daily Politics Podcast
    What the shaky bond market means for the global economy

    Brian Lehrer: A Daily Politics Podcast

    Play Episode Listen Later Sep 3, 2026 21:56


    Amidst rising inflation, ongoing wars in Iran and Israel, and the U.S. national debt climbing to a record $40 trillion, the global bond market is rattled.On Today's Show:Mary Childs, host of the talk show podcast Mary in America, author of The Bond King, and former co-host of Planet Money, explains why bond yields are so high right now and what it all means for the global economy—and for your wallet. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Renegade Talk Radio
    Episode 965: Alex Jones After Sabotaging The SAVE Act, Thune Predicts Republicans Will LOSE The Senate

    Renegade Talk Radio

    Play Episode Listen Later Sep 3, 2026 120:18


    After Sabotaging The SAVE Act, Thune Predicts Republicans Will LOSE The Senate! Sec. Bessent Admits War's Causing Inflation, Killing Economy! CIA Operative Gloria Steinem Dead At 92! Russian Nuke Gen. Shot In Face

    The (Not Boring) Boring Small Business Bookkeeping and Accounting Podcast
    Before You Blame Inflation: The Spending Habits Making Life Less Affordable: S10E07

    The (Not Boring) Boring Small Business Bookkeeping and Accounting Podcast

    Play Episode Listen Later Sep 3, 2026 14:19 Transcription Available


    If rising prices have you blaming inflation for everything, it may be worth looking at the spending habits that have become normal. Our favorite Bookkeeping Mensch, Paul Rosenblum, looks at the difference between expenses we can't control and the choices that still belong to us. Ultimately, affordability includes how we decide what we need, want, and can actually afford.With convenience making it easier than ever to spend without thinking much about it, Paul looks at where everyday choices can start stretching a budget too far. From credit cards to routine purchases that no longer feel optional, he brings the conversation back to one simple question: does your spending actually fit the money you have? It's a timely reminder to look at those habits now, before they become even harder to change.Episode mentioned:S9E8: The Hidden Bookkeeping Money Decisions You Make Every Dayhttps://pod.link/1688000860/episode/QnV6enNwcm91dC0xOTMzNDg0OASend us Fan MailSupport the showAbout the hostPaul Rosenblum has been doing hands-on bookkeeping for over 30 years, starting with QuickBooks Desktop and adapting to the world of cloud-based QuickBooks Online. He shares practical, in-the-weeds lessons from real client files every episode.

    The Big Story
    Big Headlines: Canada's set to unveil a new $20 bill featuring the King and an Alberta Sheriffs officer won't be charged over AI-generated sexual images of women

    The Big Story

    Play Episode Listen Later Sep 3, 2026 7:40


    Plus: the Carney government is making a landmark investment in manufacturing today, the NBA hands down severe punishments to the Clippers in the Kawhi Leonard investigation, feminist Gloria Steinem dies at 92, and a sovereigntist party could soon take power in Quebec amid the trade war with the U.S. We love feedback at The Big Story, as well as suggestions for future episodes. You can find us: Through email at hello@thebigstorypodcast.ca Or @thebigstory.bsky.social on Bluesky Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

    AP Audio Stories
    Fed's Waller says central bank's next rate move depends on upcoming inflation report

    AP Audio Stories

    Play Episode Listen Later Sep 3, 2026 0:36


    We may have an idea next week of how at least one Federal Reserve governor will vote on whether to raise interest rates. AP correspondent Donna Warder reports.

    La Story
    Dette, inflation, croissance : la rentrée sans filet de l'économie mondiale ?

    La Story

    Play Episode Listen Later Sep 3, 2026 28:24


    Le PIB français a stagné au deuxième trimestre selon l'INSEE, la faute notamment aux canicules. Dans «La Story», le podcast d'actualité des «Echos», Pierrick Fay et Isabelle Mastos y Lago, économiste à la BNP Paribas font le point sur la croissance française et mondiale.Vous vous informez beaucoup… mais retenez-vous vraiment l'essentiel ? La Sélection des Echos, c'est chaque jour les analyses et décryptages qui comptent vraiment, sélectionnés par notre rédaction. Retrouvez nos meilleures offres réservées à nos auditeurs.« La Story » est un podcast des « Echos » présenté par Pierrick Fay. Cet épisode a été enregistré en août 2026. Rédaction en chef : Clémence Lemaistre. Invitée : Isabelle Matteos y Lago (cheffe économiste de BNP Paribas). Réalisation : Willy Ganne. Chargée de production et d'édition : Clara Grouzis. Musique : Théo Boulenger. Identité graphique : Upian. Photo : Shutterstock. Sons : Sud Radio, CNBC. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

    PIMCO Pod
    If Inflation Is the Problem, Why Aren't Wages?

    PIMCO Pod

    Play Episode Listen Later Sep 3, 2026 11:57


    In this episode, we discuss why the Fed may consider tightening policy even though labor costs don't appear to be driving inflation.​‌ The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO or other security, strategy, product or service. Past performance is not a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures CMR2026-0521-5513952-T

    The Mortgage Update with Dan Frio Podcast
    Mortgage Rates Jumped From 5.99% to 6.90%—Here's How Much House You Just Lost

    The Mortgage Update with Dan Frio Podcast

    Play Episode Listen Later Sep 3, 2026 9:50


    Mortgage rates jumped from 5.9% to 6.9% since the Iranian conflict began, and I break down the Fed data, jobs report, and oil prices driving the move, plus what it costs your purchasing power.

    Trumpcast
    What Next - Is Scott Bessent in Over His Head?

    Trumpcast

    Play Episode Listen Later Sep 2, 2026 28:27


    Inflation is up, borrowing is up, debt is rising. If the bond market is offering a review of the new US Treasury Secretary, Scott Bessent, it seems to be saying “This guy may not know what's going on.” Guest: Catherine Rampell, economics editor at The Bulwark, author of the Receipts and anchor at MS NOW.Want more What Next? Subscribe to Slate Plus to access ad-free listening to the whole What Next family and across all your favorite Slate podcasts. Subscribe today on Apple Podcasts by clicking “Try Free” at the top of our show page. Sign up now at slate.com/whatnextplus to get access wherever you listen.Podcast production by Rob Gunther, Evan Campbell, Madeline Thames-Ducharme and Patrick Fort.Paige Osburn is the senior supervising producer of What Next and What Next TBD. Hosted on Acast. See acast.com/privacy for more information.

    What Next | Daily News and Analysis
    Is Scott Bessent in Over His Head?

    What Next | Daily News and Analysis

    Play Episode Listen Later Sep 2, 2026 28:27


    Inflation is up, borrowing is up, debt is rising. If the bond market is offering a review of the new US Treasury Secretary, Scott Bessent, it seems to be saying “This guy may not know what's going on.” Guest: Catherine Rampell, economics editor at The Bulwark, author of the Receipts and anchor at MS NOW.Want more What Next? Subscribe to Slate Plus to access ad-free listening to the whole What Next family and across all your favorite Slate podcasts. Subscribe today on Apple Podcasts by clicking “Try Free” at the top of our show page. Sign up now at slate.com/whatnextplus to get access wherever you listen.Podcast production by Rob Gunther, Evan Campbell, Madeline Thames-Ducharme and Patrick Fort.Paige Osburn is the senior supervising producer of What Next and What Next TBD. Hosted on Acast. See acast.com/privacy for more information.

    Slate Daily Feed
    What Next - Is Scott Bessent in Over His Head?

    Slate Daily Feed

    Play Episode Listen Later Sep 2, 2026 28:27


    Inflation is up, borrowing is up, debt is rising. If the bond market is offering a review of the new US Treasury Secretary, Scott Bessent, it seems to be saying “This guy may not know what's going on.” Guest: Catherine Rampell, economics editor at The Bulwark, author of the Receipts and anchor at MS NOW.Want more What Next? Subscribe to Slate Plus to access ad-free listening to the whole What Next family and across all your favorite Slate podcasts. Subscribe today on Apple Podcasts by clicking “Try Free” at the top of our show page. Sign up now at slate.com/whatnextplus to get access wherever you listen.Podcast production by Rob Gunther, Evan Campbell, Madeline Thames-Ducharme and Patrick Fort.Paige Osburn is the senior supervising producer of What Next and What Next TBD. Hosted on Acast. See acast.com/privacy for more information.

    Making Sense
    WTF Just Happened at Jackson Hole?

    Making Sense

    Play Episode Listen Later Sep 2, 2026 34:34


    J-Hole jolted the markets, only to have Warsh's J-Hole narrative jolted right back with JOLTS. Caught in between are interest rates which nobody seems to have a handle on even though the answers are right there in Treasury Secretary Bessent's words and the latest European inflation. 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----------------------------------------------------------------------------------Eurodollar University Live 2October 9-12, West Palm Beach, Florida40 seats exist. Application only.https://eurodollar-university.com/edu-conference-2026----------------------------------------------------------------------------------I'll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. You can find me here: https://bravais.social/profile/edu

    Value Add With K&K
    The Government Got Inflation Wrong

    Value Add With K&K

    Play Episode Listen Later Sep 2, 2026 9:55


    What if inflation has been running lower than the number the Federal Reserve has been watching?Recent research and upcoming methodology changes suggest that certain categories within the PCE inflation measure may have been overstating inflation.And that matters because PCE is one of the key inflation measures the Federal Reserve watches when making decisions about interest rates. In this week's The Brief, Kenny Simpson breaks down:• Why the inflation number may be overstated• The difference between PCE and CPI• What categories are creating the discrepancy• How portfolio management fees are being measured• How software and other services can affect the inflation calculation• What changes are being made to the methodology• How much core PCE could potentially change• Why this matters to the Federal Reserve• What it could mean for mortgage rates and interest ratesKenny discusses research from the Cleveland Fed, San Francisco Fed, Federal Reserve Board staff and others that has examined these measurement issues. But does this mean the Fed is suddenly going to start cutting rates?Not necessarily.There are still major factors affecting the rate outlook, including geopolitical uncertainty, the labor market, consumer spending, inflation and broader economic conditions. The bigger question is this:If inflation has been overstated, have interest rates been higher than they needed to be?Watch the full episode for Kenny's breakdown.

    Lance Roberts' Real Investment Hour
    9-2-26 Q&A Wednesday - What Are Markets Waiting For

    Lance Roberts' Real Investment Hour

    Play Episode Listen Later Sep 2, 2026 48:39


    September is starting with a new set of challenges for investors: rising Treasury yields, higher oil prices, persistent inflation, renewed geopolitical tensions, and growing questions about whether the Federal Reserve may have to raise rates again. Add historically weak September seasonality and the uncertainty surrounding the midterm elections, and investors have plenty to think about. Lance Roberts and Danny Ratliff answer your questions about market risk, interest rates, inflation, portfolio positioning, retirement planning, and what investors should be watching next. 0:00 INTRO 0:50 - JOLTS Report Review, ADP/Jobs Preview 2:04 - Oil Prices on the rise (oil risk is transient): What's feeding into Inflation? 3:52 - Broadcom report preview 4:14 - Market working down towards 50-DMA to test support 5:15 - Seasonal weakness for September is present; volatility remains low 8:53 - Any market Rotation? 10:28 - Guidance for Acquiring company stock in 401k 12:37 - Recommendation for Rotation in and out of funds - how & why & controlling risk 15:30 - Dividend yields or reinvest in Creation of Retirement Paycheck? 19:37 - Where to hide money from the "coming doom..." 21:30 - Dealing with the risks in September 22:57 - Portfolio Management Rebalancing, & Target Weighting 26:13 - Data Center & related stocks: Bloom, Anet, ETN 30:15 - Money flow & Breadth Indicator, Momentum signals: Tax avoidance investing 32:56 - Is anyone big enough to move the market to influence the election (Situational Awareness) 36:55 - Changes to mandatory withdrawals 38:38 - Sensible policies to "fix" SS: remove restrictions on IRA's vs need for revenue 43:33 - Brookfield Corp? 45:12 - Worry about IRMAA? 45:56 - Pullback # for S&P 46:33 - Gold & Silver to run in future? Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/ZxnrV8m0F4g?feature=share -------- Watch our previous show, "What Should You Expect From a Financial Planner?" https://youtube.com/live/dRd4fGgwrkc ------- Watch today's "Before the Bell" report, "September Weakness Tests Market Support," https://youtu.be/4xaM1pIhI1w ------- Articles mentioned in this report: "Loss: Why Crashes, Timing & Valuations Matter (Chapter 3 of 5)" https://realinvestmentadvice.com/resources/blog/loss-why-crashes-timing-valuations-matter-chapter-3-of-5/dvice.com/resources/blog/why-retail-traders-consistently-underperform-over-time/ --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series, "The Smart Way to Pay for College," Thursday, September 3, 2026: https://streamyard.com/watch/mcE7YgphgMns --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #Investing #MarketCorrection #RiskManagement #SeptemberMarkets #Investing #FederalReserve #RetirementPlanning #MarketRisk

    Facts vs Feelings with Ryan Detrick & Sonu Varghese
    Want the Rainbow? Put Up With the Rain (FvF Ep. 203)

    Facts vs Feelings with Ryan Detrick & Sonu Varghese

    Play Episode Listen Later Sep 2, 2026 68:50


    In Episode 203 of Facts vs Feelings, Carson Group's Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, tackle a surprise caller's question on why oil and gas prices aren't higher given ongoing disruptions in the Strait of Hormuz. The hosts break down global oil dynamics, including China's massive strategic petroleum reserves, economic cooling,and EV adoption, as well as the impact of refining margins ("crack spreads") and Ukrainian strikes on Russian refineries.Later in the episode, the team pays tribute to the legendary Dolly Parton and uses her timeless wisdom ("if you want the rainbow, you gotta put up with the rain") to frame long-term market resilience. Plus, they recap a surprisingly strong August for equities, analyze the tech sector's software surge, review blockbuster Nvidia earnings, and look back at historical market shocks like the 1998 Long-Term Capital Management crisis.[Key Takeaways]Despite severe supply shocks in the Strait of Hormuz, global oil prices have been cushioned by China's strategic petroleum reserves (SPR), slower domestic economic growth, and aggressive moves into electric vehicles (EVs).Elevated gas and diesel prices at the pump are driven not only by crude oil costs, but also by high refining margins ("crack spreads"), which have remained stretched due to attacks on Russian refining infrastructure.Defying historical seasonal weakness, the S&P 500 gained roughly 2.7% in August. Leadership rotated beyond chip stocks into beaten-down areas like equal-weight software, cybersecurity, and energy.Nvidia posted record quarterly revenue of $96.2 billion (up 106% year-over-year), with CEO Jensen Huang emphasizing that demand and AI compute acceleration remain robust.Referencing historical events like the 1998 Long-Term Capital Management crisis, the hosts remind investors that every year features scary headlines and bad days, but long-term investors must endure short-term "rain" to capture market gains.Jump to:0:00 — Surprise Caller on Gas Prices1:35 — Why Oil Is Not $2004:10 — China's Demand and SPR Release6:10 — Crack Spreads and Refining Margins8:02 — Listener Shoutouts and Bike Bus9:28 — Dolly Parton and Market Perspective13:31 — 1998 LTCM and Bad Market Days15:35 — August Recap and Sector Leaders18:40 — Software Surge and AI Agents22:41 — Nvidia Earnings and AI Demand31:59 — Vendor Financing Hidden in Footnotes39:12 — Jackson Hole and Rate Uncertainty49:57 — Rising Yields and 1990s Parallels58:21 — Jobs Data Risks and September Myths1:07:23 — ISM Signals Hot Growth and WrapConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

    The Real Investment Show Podcast
    9-2-26 Q&A Wednesday: What Are Markets Waiting For?

    The Real Investment Show Podcast

    Play Episode Listen Later Sep 2, 2026 48:40


    September is starting with a new set of challenges for investors: rising Treasury yields, higher oil prices, persistent inflation, renewed geopolitical tensions, and growing questions about whether the Federal Reserve may have to raise rates again. Add historically weak September seasonality and the uncertainty surrounding the midterm elections, and investors have plenty to think about. Lance Roberts and Danny Ratliff answer your questions about market risk, interest rates, inflation, portfolio positioning, retirement planning, and what investors should be watching next. 0:00 INTRO 0:50 - JOLTS Report Review, ADP/Jobs Preview 2:04 - Oil Prices on the rise (oil risk is transient): What's feeding into Inflation? 3:52 - Broadcom report preview 4:14 - Market working down towards 50-DMA to test support 5:15 - Seasonal weakness for September is present; volatility remains low 8:53 - Any market Rotation? 10:28 - Guidance for Acquiring company stock in 401k 12:37 - Recommendation for Rotation in and out of funds - how & why & controlling risk 15:30 - Dividend yields or reinvest in Creation of Retirement Paycheck? 19:37 - Where to hide money from the "coming doom..." 21:30 - Dealing with the risks in September 22:57 - Portfolio Management Rebalancing, & Target Weighting 26:13 - Data Center & related stocks: Bloom, Anet, ETN 30:15 - Money flow & Breadth Indicator, Momentum signals: Tax avoidance investing 32:56 - Is anyone big enough to move the market to influence the election (Situational Awareness) 36:55 - Changes to mandatory withdrawals 38:38 - Sensible policies to "fix" SS: remove restrictions on IRA's vs need for revenue 43:33 - Brookfield Corp? 45:12 - Worry about IRMAA? 45:56 - Pullback # for S&P 46:33 - Gold & Silver to run in future? Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/ZxnrV8m0F4g?feature=share -------- Watch our previous show, "What Should You Expect From a Financial Planner?" https://youtube.com/live/dRd4fGgwrkc ------- Watch today's "Before the Bell" report, "September Weakness Tests Market Support," https://youtu.be/4xaM1pIhI1w ------- Articles mentioned in this report: "Loss: Why Crashes, Timing & Valuations Matter (Chapter 3 of 5)" https://realinvestmentadvice.com/resources/blog/loss-why-crashes-timing-valuations-matter-chapter-3-of-5/dvice.com/resources/blog/why-retail-traders-consistently-underperform-over-time/ --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series, "The Smart Way to Pay for College," Thursday, September 3, 2026: https://streamyard.com/watch/mcE7YgphgMns --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #Investing #MarketCorrection #RiskManagement #SeptemberMarkets #Investing #FederalReserve #RetirementPlanning #MarketRisk

    WSJ Minute Briefing
    U.S. Stocks Start September in the Red as Oil Surges

    WSJ Minute Briefing

    Play Episode Listen Later Sep 1, 2026 1:47


    Plus: Fast-fashion retailer Shein makes its long-awaited Hong Kong debut. And Apple rises as Tim Cook hands over the reins. Imani Moise hosts. Sign up for 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    The World and Everything In It
    8.31.26 Colorado's preschool program, the Fed on inflation, and the ISIS Yazidi genocide

    The World and Everything In It

    Play Episode Listen Later Aug 31, 2026 37:01


    Legal Docket previews a Supreme Court clash over whether Colorado can require Catholic preschools to set aside religious standards for public funding even as secular providers tailor enrollment. New Fed Chairman Kevin Warsh on a quieter central bank on MoneyBeat. And Yazidi families are still searching for more than 2,000 missing since the ISIS genocide. Legal Docket, Moneybeat, WORLD History Book—and the morning news on this last Monday of August.Support The World and Everything in It today at wng.org/donate.Additional support comes from Boyce College—which offers a Christ-centered education built on the truth of God's Word. Every student—no matter their major—takes 30 hours of Bible and theology, learning how to think biblically, live faithfully, and lead with conviction. Formed from the 160-year legacy of Southern Seminary, Boyce College prepares students for maximum faithfulness in the world, the workplace, the church, and the family. Learn more at boycecollege.comFrom World Watch. A 10-minute daily news program that explores current events for students 5-12th grade. This high-energy show connects learners to the present, history and communities around the world. Join 40,000 Christian families that utilize World Watch as a tool to foster curiosity and have conversations about today's news as a discipleship rhythm within their families. “Whatever the news, the purpose of the Lord will stand!” First time? Take advantage of a 30-days free trial at worldwatch.news/podcast. Not ready to sign up? Check out a free episode at get.worldwatch.news/free-episode.And from Cedarville University—a Christ-centered, academically rigorous university located in southwest Ohio, equipping students for Gospel impact across every career and calling. Cedarville integrates a biblical worldview into every course in the more than 175 undergraduate and graduate programs students choose from. New online undergraduate degrees through Cedarville Online offer flexible and affordable education grounded in a strong Christian community that fosters both faith and learning. Learn more at cedarville.edu, and explore online programs at cedarville.edu/online.