Podcasts about Inflation

Cem Karsan sits down with Ben Hunt, founder of Epsilon Theory, to explore how narratives shape markets, politics, and decision making itself. Drawing on decades of experience across academia, hedge funds, and applied AI, Ben explains why stories, not data, increasingly drive outcomes in modern markets. The conversation spans unstructured data, inference, common knowledge, and the mechanics of narrative momentum. Together, they examine consumer expectations, inflation silence, geopolitical signaling, and the slow shift away from US dominance. What emerges is a framework for understanding markets as reflexive systems, where perception often matters more than reality.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Cem on Twitter.Episode TimeStamps: 00:00 - Introduction to U Got Options and the trading floor setting02:18 - Ben Hunt's background and Epsilon Theory origins04:11 - Markets as the ultimate multiplayer game06:15 - Inference, unstructured data, and narrative analysis08:18 - Why sentiment and word counts miss the real signal11:16 - Mapping meaning and truthy stories15:00 - LLMs as operating systems, not oracles18:01 - Giving money back and when models stop working21:16 - Applying narrative tools beyond markets24:10 - Consumer weakness versus bullish expectations30:43 - Inflation, recession, and why markets do not care33:29 - Dormant stories and volatility discovery34:26 -

They thought they were reassuring debt markets over AI cash. Instead, the company kicked a hornet's nest, unleashing a MAJOR selloff that is sweeping through private credit. It isn't just the BDCs (publicly traded funds) this time, either. The asset managers themselves are now getting swept up in the money outflows. Eurodollar University Money & Macro Analysis

WORST DAY EVER for SILVER Cold Snap in Florida – Massive Critter Drop New Fed Chair named Pausing on space PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Interactive Brokers  Warm-Up - WORST DAY EVER for SILVER - Cold Snap in Florida - Massive Critter Drop - New Fed Chair named - Pausing on space Markets - Bitcoin plunges - Crypto "winter" - Deep dive into January economic results - USD rises from multi-month low - EM still powered ahead - ELON - PT Barnum move Cold Snap - On February 1, 2026, Florida faced a significant drop in temperatures, reaching a record low of 24°F (-4°C) in Orlando. This marked the lowest temperature recorded in February since 1923. - Iguanas dropping from tress all over the streets - Iguanas can survive temperatures down to the mid-40s Fahrenheit (around 7°C) by entering a "cold-stunned" state, where they appear dead but are just temporarily paralyzed and immobile; however, prolonged exposure to temperatures in the 30s and 40s, especially below freezing, can be lethal, particularly for smaller individuals, leading to tissue damage and organ failure. - They get sluggish below 50°F (10°C) and fall from trees as they lose grip. - The Florida Fish and Wildlife Conservation Commission (FWC) issued Executive Order 26-03 on Friday, allowing residents to collect and surrender cold-stunned green iguanas without a permit during an unprecedented cold weather event. Right on Schedule - Remember we talked about how the Nat Gas price was going to reverse, just as quickly as it spikeed? - Nat gas down 25% today - down about 28% from recent high - Still about 50% higher than it was before the spike. THIS! - Nvidia Corp. Chief Executive Officer Jensen Huang said the company's proposed $100 billion investment in OpenAI  was “never a commitment” and that the company would consider any funding rounds “one at a time.” - “It was never a commitment,” Huang told reporters in Taipei on Sunday. “They invited us to invest up to $100 billion and of course, we were, we were very happy and honored that they invited us, but we will invest one step at a time.” Then Oracle announced that it will do a fundraiser in the form of equity and debt - needs to fund more datacenter build-out. - What happened to the OpenAI $300 Billion committment? - Or is the money that NVDA "committed to OpenAi, that they must have committed to Orcle, not a committment - GIGANTIC CIRCLE JERK Fungus - -Interesting - Did you know? Botrytis cinerea, a fungus causing grey mold, affects grapes by causing bunch rot, ruining fruit in high humidity. - While it often destroys crops, specific dry, warm conditions can transform it into "noble rot," concentrating sugars and creating high-value dessert wines (e.g., Sauternes, Tokaji) with honeyed, raisin-like, and apricot flavors. January Economic Review Employment — Job growth was nearly flat in December, with 50,000 new jobs added and earlier months revised lower. — Unemployment dipped slightly to 4.4%, but it's still higher than it was a year ago. — Long-term unemployment didn't change and remains high, and the labor force participation rate slipped to 62.4%. — Average hourly earnings rose 0.3% in December and are up 3.8% over the past year. — Weekly jobless claims stayed close to last year's levels, showing a labor market that is cooling but not weakening sharply. FOMC / Interest Rates — The Federal Reserve kept interest rates unchanged at 3.50%–3.75%. — Most policymakers agreed the economy continues to grow at a solid pace, though job gains are slowing and inflation remains above target. — Two committee members supported a small rate cut, but the majority preferred to wait. - Fed Chair Powell: Clearly, a weakening labor market calls for cutting. A stronger labor market says that rates are in a good place. It isn't anyone's base case right now that the next move will be a rate hike. - The economy has once again surprised us with its strength. Consumer spending numbers overall are good, and it looks like growth overall is on a solid footing. - Upside risks to inflation and downside risks to employment have diminished, but hard to say they are fully in balance. We think our policy is in a good place. - Overall, it's a stronger forecast since the Fed's last meeting. Haven't made any decisions about future meetings, but the economy is growing at a solid pace, the unemployment rate is broadly stable and inflation remains somewhat elevated, so we will be looking to our goal variables and letting the data light the way for us. - Most of the overrun in goods prices is from tariffs. We think tariffs are likely to move through, and be a one-time price increase. - Dissent: Miran and Waller (Miran is a admin shill and Waller wanted job as Fed Chair) GDP & Federal Budget — Economic growth remained strong in Q3 2025, with GDP rising at an annualized 4.4% driven by strong spending, higher exports, and reduced imports due to tariffs. — Investment was mixed, with business spending increasing while housing activity declined. — The federal deficit for December rose to $145 billion, though the fiscal year-to-date deficit is slightly smaller than last year. Inflation & Consumer Spending — Personal income and consumer spending rose moderately in October and November. — Inflation, measured by the PCE index, increased 0.2% in both months and roughly 2.7% year-over-year. — The Consumer Price Index rose 0.3% in December, with shelter, food, and energy all contributing. — Producer prices also increased, though 2025 producer inflation slowed compared to 2024. Housing — Existing home sales rose in December, but the number of homes for sale is still low. — Prices dipped a bit from November but remain higher than they were a year ago. — New-home sales in October were steady compared with the prior month but much higher than last year. — New-home prices fell compared to 2024, though they are still high relative to long-term norms. Manufacturing — Industrial production rose 0.4% in December and was up 2.0% for the year. — Manufacturing output increased, while mining activity declined and utility output jumped. — Durable goods orders grew sharply in November, driven by a big increase in transportation equipment, pointing to strong demand in key industries. Imports & Exports — Import and export prices rose slightly through November 2025. — The goods trade deficit widened in November because exports fell while imports increased. — For the year so far, both exports and imports are running above 2024 levels, though the overall trade deficit remains larger. Consumer Confidence — Consumer confidence fell sharply in January after improving in December. — Both views of current conditions and expectations for the future weakened, with expectations dropping well below the level that often signals recession risk. Earnings — Roughly one-third of S&P 500 companies have reported Q4 earnings, and overall results are strong. — 75% of companies have beaten EPS estimates, though this is slightly below long-term averages. Revenue beats remain solid at 65%. — Companies are reporting earnings 9.1% above estimates, which is well above the 5-and 10-year surprise averages. — The S&P 500 is on track for 11.9% year-over-year earnings growth, marking the 5th straight quarter of double-digit earnings growth. — Eight of eleven sectors are showing positive year-over-year earnings growth, led by Information Technology, Industrials, and Communication Services. — The Health Care sector shows the largest earnings declines among lagging categories. — The forward 12-month P/E ratio sits at ~22.2, elevated relative to 5-and 10-year averages, signaling continued optimism despite tariff and cost concerns. — FactSet also notes the S&P 500 is reporting a record-high net profit margin of 13.2%, the highest since 2009. INTERACTIVE BROKERS Check this out and find out more at: http://www.interactivebrokers.com/   S3XY No More - Tesla is ending production of the Model S sedan and Model X crossover by the end of Q2 2026 to focus on autonomous technology and humanoid robots (Optimus). - Do we have any idea with the TAM for either of these are? - Huge assumptions that Robotaxi will be a bug part of the global transportation. But, what if it isn't? - Unproven being built, taking out the proven - investors were not too happy about this...Stock was down after earnings showed continued sluggish EV sales and BIG Capex for Robotaxi refit, robots and chip manufacturing. But... - Friday - not to allow TESLA stock to move down tooo much. - With SpaceEx looking for an IPO in June - valuations have moved from $800B to 1.5T supposedly. - Now there is discussion of merging in xAI and possibly Tesla - Tesla shares dropped after earnings FED CHAIR PICK - Drumroll: Kevin Warsh - Seems like a good pick from the aspect of experience and ability - Deficit reducer? - More hawkish than market expected? - Announce Friday after several leaks in the morning And then... - Silver futures plummeted 31.4% to settle at $78.53, marking its worst day since March 1980. -It was down 35% during the day - the worst daily plunge ever on record. - It was the worst decline since the March 1980 Hunt Brothers crash. - The sharp moves down were initially triggered by reports of Warsh's nomination. - However, they gained steam in afternoon U.S. trading as investors who piled into the metals raced to book profits.- USD Spiked higher - Gold was down 10% - GOLD saw a drop of 10% to the close - 12% intraday - this was also a record - Bitcoin is down 25% from its recent level 2 weeks ago - ALL BEING BLAMED ON THE FED CHAIR PICK -- QUESTION - Will Trump back-peddle this OR talk to supporters in congress or tell them not to confirm him if markets continue to act squirrely? Fed Statement and Rates - Fed out with statement - no change on rates - Changes: Inflation up, employment steady, economy strong - Does not bode for much in the way of cuts - probably on hold though end of Powell term Apple Earnings - Apple reported blowout first-quarter earnings on Thursday, and predicted growth of as much as 16% in the current quarter, matching the period that just ended. - Sales could be even better, Apple said, if the company just secure enough chips to meet its customers' iPhone demands. - The company reported $42.1 billion in net income, or $2.84 per share, versus $36.33 billion, or $2.40 per share, in the year-ago period. - Apple saw particularly strong results in China, including Taiwan and Hong Kong. Sales in the region surged 38% during the quarter to $25.53 billion. - “The constraints that we have are driven by the availability of the advanced nodes that our SoCs are produced on, and at this time, we're seeing less flexibility in supply chain than normal,” Apple CEO Tim Cook said. - Stock up slightly - no great moves.... Blue Origin - Blue Origin will pause tourist flights to space for “no less than two years” to prioritize development of its moon lander and other lunar technologies. - The decision reflects Blue Origin's commitment to the nation's goal of returning to the Moon and establishing a permanent, sustained lunar presence. - The pause in tourist flights grounds the company's reusable New Shepard rocket, which has sent more than 90 people to the edge of space and back to experience brief periods of weightlessness. - Datacenters on the Moon? (sounds like a Pink Floyd album)     Love the Show? Then how about a Donation? ANNOUNCING THE WINNER OF THE THE CLOSEST TO THE PIN CUP 2025 Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Pete from Nashville is really worried about inflation. Not the kind that hurts your wallet, but the kind that takes your head off. He's suffering from ‘lasticophobia'. Is filling up your tires to the point of explosion a reasonable worry? Our overinflated hosts generate some hot air on the topic during this episode of the Best of Car Talk.Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy

PREVIEW FOR LATER TODAY Guest: Elizabeth Peek. Peek analyzes lingering inflation, noting consumer resistance to price hikes and hope that AI productivity will help companies improve margins without increasing costs further.JANUARY 1931

New data shows health and property insurance premiums are skyrocketing by 26%. We will analyze this "shadow inflation" and how to adjust your budget and portfolio for rising protection costs.Today's Stocks & Topics: Woodward, Inc. (WWD), Market Wrap, A. O. Smith Corporation (AOS), When to Hit the Panic Button, Barrick Mining Corporation (B), iShares Silver Trust (SLV), The "Insurance" Inflation Spike, Salesforce, Inc. (CRM), PayPal Holdings, Inc. (PYPL), Chubb Limited (CB), Fixed Index Annuities, PayPal Holdings, Inc. (PYPL), The Housing Market.Our Sponsors:* Check out Quince: https://quince.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

The selloff in precious metals, particularly silver, has extended into today's session. One reason why, one additional reason why, we're seeing reports of fraud emerge in heavy buyer China, including from a guy who's apparently called “the hat.” It's the kind of thing that usually comes up when big bubbles go up and then pop, so another sign that's what's happening here in the short run. Which raises another question, how far down might silver go in the near-term? 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---------------------------------------------------------------------------------------------------------------------China gold "protests"https://www.youtube.com/shorts/HbICfItSfZAhttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Episode 320 is a reminder that inflation isn't a mystery and it definitely isn't caused by your paycheck going up. This one cuts straight through the noise: tariffs aren't “tough policy,” they're a hidden tax, war risk isn't some abstract headline, it's an inflation accelerant, and the Fed is stuck trying to clean up a fiscal mess it didn't create. While markets pretend everything is fine, corporate margins sit at historic highs, consumers keep spending, homeowners are insulated, and the cost quietly gets passed down the line. Wages get blamed, voters get distracted, and the money printer stays off-camera. Calm on the surface, pressure underneath... and a tariff time bomb sitting right in the middle of it all.

Economics power duo Jane Foley and Christian Lawrence return to discuss the first 12 months of the Trump administration and the 2026 outlook for economies in the US and Europe. As always, the conversation is far-reaching, touching on:  The AI boom and its impact on business operations and economic growth. Inflation and the legacy of higher food, housing, and healthcare prices. Interest rates, currencies, and the threats to an independent Federal Reserve. The waning predictive power of consumer confidence surveys. The incomplete and lasting impact of tariffs and Trump's challenge to the geopolitical order. The impact of immigration policies on population growth and economic activity. Have a question, qualm, or story to tell, reach out via email: Bourcard.Nesin@Rabobank.com Sign up to access our written research: RaboResearch sign-up   Note: The content and opinions presented within this podcast are not intended as investment advice, and the opinions rendered are that of the individuals and not Rabobank or its affiliates and should not be considered a solicitation or offer to sell or provide services.   Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast. 

Nearly four years ago, I recorded an episode about why hairdressers should be recommending professional retail. And yet, here we are, still having the same conversation. The fundamentals haven't changed, but the world we're operating in absolutely has. Inflation, online shopping, influencers, and changing client behaviour… all of it has added new layers to old objections.In this episode, I break down why so many stylists still avoid recommending retail and, more importantly, what's really sitting underneath those objections. I walk through the most common excuses I hear, grouped into skill issues, mindset issues, fear issues, and systems issues and explain why teaching product knowledge or scripts alone will never fix the problem.This isn't about being pushy or “selling.” It's about professionalism, service, responsibility, and ultimately the sustainability of your business. If you're a salon owner or a stylist who wants stronger client relationships, better results, and a more profitable salon, this is a conversation you can't keep avoiding.IN THIS EPISODE:[00:00] Intro: Retail version 2.0: what's changed[01:58] Same salon, same clients, very different retail results[02:43] Why scripts and commissions don't solve retail[03:22] The three real reasons hairdressers should recommend retail[06:49] The 4 categories behind all retail objections[07:39] Skill issues: “I don't know how” and product knowledge[09:40] Mindset issues: “It's not my job”[12:09] Fear issues: The fear of being pushy or transactional[20:06] Systems issues and retail culture in salons[26:30] Final thoughts Want MORE to help you GROW?

Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger PictureThe [CB] are trying to fight back, Trump continues to counter them by using tariffs. They will never learn. Blue states are feeling the economic pain, they are following the globalist plan and they will fail. Trump is changing the economic calculations. Inflation is below 1%. Trump nominates Kevin Warsh to restructure the Fed. The [DS] is panicking. They tried to trap Trump in the Epstein files, that did not work, the other part of the plan is to muddy the waters but this also failed. Trump is now preparing for mass round ups across the country. DHS is purchasing warehouses to hold the illegals. Trump is leading the [DS] down the path of no return. The insurrection is coming and Trump is preparing the counterinsurgency.   Economy   through this very same certification process. If, for any reason, this situation is not immediately corrected, I am going to charge Canada a 50% Tariff on any and all Aircraft sold into the United States of America. Thank you for your attention to this matter! DONALD J. TRUMP PRESIDENT OF THE UNITED STATES OF AMERICA (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); https://twitter.com/DC_Draino/status/2016988052317409756?s=20   like he did in my First Term. I am confident that Brett has the expertise to QUICKLY fix the long history of issues at the BLS on behalf of the American People. Brett Matsumoto is a Brilliant, Reputable, and Trusted Economist who will restore GREATNESS to the Bureau of Labor Statistics. Congratulations Brett! https://twitter.com/USTradeRep/status/2017747044350280104?s=20      extensive research in the field of Economics and Finance. Kevin issued an Independent Report to the Bank of England proposing reforms in the conduct of Monetary Policy in the United Kingdom. Parliament adopted the Report’s recommendations. Kevin Warsh became the youngest Fed Governor, ever, at 35, and served as a Member of the Board of Governors of the Federal Reserve System from 2006 until 2011, as the Federal Reserve’s Representative to the Group of Twenty (G-20), and as the Board’s Emissary to the Emerging and Advanced Economies in Asia. In addition, he was Administrative Governor, managing and overseeing the Board’s operations, personnel, and financial performance. Prior to his appointment to the Board, from 2002 until 2006, Kevin served as Special Assistant to the President for Economic Policy, and Executive Secretary of the White House National Economic Council. Previously, Kevin was a member of the Mergers & Acquisitions Department at Morgan Stanley & Co., in New York, serving as Vice President and Executive Director. I have known Kevin for a long period of time, and have no doubt that he will go down as one of the GREAT Fed Chairmen, maybe the best. On top of everything else, he is “central casting,” and he will never let you down. Congratulations Kevin! PRESIDENT DONALD J. TRUMP Warsh has compared Bitcoin favorably to gold as a “sustainable store of value,” indicating a positive view of gold’s role in the financial system.  However, his nomination led to sharp declines in gold and silver prices (e.g., silver fell up to 26% in one day), as markets interpreted him as an inflation hawk who might pursue tighter monetary policy, reducing the appeal of precious metals as inflation hedges.  This reaction stemmed from fears of less dovish Fed actions, which had previously driven gold’s rally amid uncertainty over Fed independence.  Warsh’s broader hawkish stance on inflation aligns with “hard money” principles that could indirectly support gold, but his emphasis on shrinking the Fed’s balance sheet and normalizing policy suggests he prioritizes institutional reform over promoting gold as a standard. Is Kevin Warsh Pro-Sound Money?Yes, Warsh is a strong advocate for sound money principles, emphasizing disciplined, anti-inflationary monetary policy. He views inflation as a “monetary phenomenon” and “a choice” driven by excessive government printing and spending.  As a former Fed Governor, he was often the most hawkish voice, opposing aggressive rate cuts during crises due to inflation risks.  He criticizes the Fed’s “mission creep,” oversized balance sheet, and reliance on quantitative easing (QE), arguing these enable fiscal irresponsibility and distort markets. Warsh calls for “regime change” at the Fed, shifting away from Keynesian models toward rules-based policy that incorporates money supply considerations and reduces interventionism. He stresses credibility, clear rules, and accountability to maintain sound money.   In a 2025 Hoover Institution paper, he advocated scrutinizing monetary policy under a framework that could include constitutional measures for prosperity and idea diffusion. Warsh has been vocal against Powell’s leadership, echoing Trump’s frustrations with high interest rates and calling for “regime change” at the Fed. He has moderated his hawkish stance to support lower rates, arguing AI-driven productivity allows growth without inflation. Credibility and Market Reassurance: Warsh is seen as a “traditional” pick with Fed experience, reassuring investors amid fears of a loyalist appointment that could undermine independence. Trump highlighted Warsh’s ability to deliver lower rates and growth, though some economists note Warsh’s independence could lead to tensions if he prioritizes data over demands. Analysts suggest the pick balances Trump’s desire for cuts with a credible figure. Political/Rights https://twitter.com/EndWokeness/status/2017774819823984722?s=20 Trump Administration Begins Suing Illegal Migrants Who Have Not Self-Deported The Trump administration has begun suing individual illegal migrants for ignoring removal orders and refusing to self-deport back to their home countries, a report says. The administration has filed suit against an illegal migrant living in Virginia, and is seeking $941,114 plus interest, alleging that Marta Alicia Ramirez Veliz has remained in the country despite being told her request for admittance was rejected by a Justice Department appeals panel in 2022, Politico reported. The filing notes that Veliz has refused to pay a $998 per-day fine for the 943 days since she was told to return to her home country, and reveals that Immigration and Customs Enforcement sent her an official notice of her total fine in April. The lawsuit describes Veliz as “an individual and noncitizen residing in Chesterfield County, Virginia,” and does not identify her nationality. source: breitbart.com https://twitter.com/KanekoaTheGreat/status/2017404446230323358?s=20 BREAKING: Disturbing photos in the Epstein files appear to show Prince Andrew on all fours over a woman lying on the ground. https://twitter.com/HansMahncke/status/2017792445979791448?s=20   for everyone, or is connected through some opaque web of professional and personal ties. A supposedly random figure from the squalor of Uganda rises all the way to mayor of New York, only for it to later emerge that his mother is deeply embedded in elite circles. The same pattern shows up again and again. James Comey's daughter just happened to be a lead federal prosecutor on the Epstein case. The judge who presided over the trial of Hillary Clinton's lawyer, the one who helped seed the Russiagate hoax, is married to Lisa Page's lawyer. Page, of course, was involved with Peter Strzok, who is one of the central figures in that same hoax. And to complete the circle, Merrick Garland officiated their wedding. None of this requires conspiracy theories. It requires only acknowledging how small, closed, and self-protecting these elite worlds are. Fix elite incestuousness, and a lot of other problems will disappear on their own. https://twitter.com/KanekoaTheGreat/status/2017734119334232544?s=20 https://twitter.com/KanekoaTheGreat/status/2017474860700877105?s=20   https://twitter.com/CynicalPublius/status/2017762585878069630?s=20 https://twitter.com/KanekoaTheGreat/status/2017694490614763591?s=20   written from Nikolic's perspective. At the time, Nikolic was Gates's top scientific investment advisor. The emails suggest Gates was firing Nikolic in response to marital problems with Melinda. In June 2013, Nikolic emailed Gates and asked if he wanted to go to the “legendary Crazy Horse in Paris” an erotic show, while they were in France. Gates declined, saying he would be too tired and didn't want to take the risk, adding that he might have done it when he was younger. On July 1, 2013, Gates emailed Nikolic: “We should meet on Wednesday to discuss your job. There is going to have to be a transition. I feel very bad about it but I don’t see a way around it.” Nikolic shared these emails with Epstein. Epstein later commented on the Paris erotic show email, writing: “This is pretty bad and might have been the cause of her bad mail in paris.”—apparently referring to Melinda. Nikolic appeared unhappy about being fired while potentially being used as a scapegoat, and he sought greater financial compensation as he prepared to leave and launch his own investment fund. In these emails, Epstein—writing as Nikolic—references alleged knowledge of Gates's extramarital affairs, STDs allegedly contracted from Russian women, and drug use as justification for why Nikolic deserved more money. Taken together, it appears Jeffrey Epstein was drafting or shaping a message for Boris Nikolic that effectively functioned as blackmail, pressuring Bill Gates for financial compensation. It remains unclear whether Nikolic ultimately sent these messages to Gates. However, later emails suggest Gates helped Nikolic launch his next investment fund and maintained a working relationship with him afterward. Epstein later listed Nikolic as a backup executor of his will, indicating the two were close confidants. https://twitter.com/Breaking911/status/2017769194159210784?s=20 Billionaire Reid Hoffman, Who Bankrolled the E. Jean Carroll Lawsuit Against Trump, Is Featured Extensively in the New Epstein Files, Visiting Zorro Ranch and Pedophile Island  Hoffman went to the Island. A man who used his fortune to bankroll a lawsuit against President Donald J. Trump is now featured extensively in the new DOJ-released Jeffrey Epstein documents. The three and a half million documents from the latest – and apparently last – have been released by the DOJ following the approval of the House Resolution 4405, the Epstein Files Transparency Act. Documents from this massive release show the close ties between LinkedIn co-founder Reid Hoffman and the late pedophile. The pair ‘discusses visits to Epstein's infamous private island, his New Mexico ranch, and his New York apartment'. The New York Post reported: “'Reid will spend the night at 71st', according to one email from Hoffman's team included in the latest Justice Department dump of Epstein files, in reference to his Upper East Side townhouse.”   A 2014 memo states that Epstein hosted will have (venture capitalist) Joi Ito and Reid Hoffman on the infamous Zorro Ranch for a weekend. “An email Epstein penned to his assistant Saida Sapieva under the heading ‘Trip to the Island' states: ‘Reid will take a Virgin America Flight from SFO to Fort Lauderdale, departing at 8:20 am, landing at 4:40 pm'. In 2023, Hoffman visited to Epstein's former Caribbean private island, Little St. James, also known as ‘pedophile island', The Post previously reported.” Source: thegatewaypundit.com https://twitter.com/elonmusk/status/2017106848311366064?s=20 https://twitter.com/MikeBenzCyber/status/2017789344103145647?s=20   https://twitter.com/MikeBenzCyber/status/2017772724093849926?s=20     https://twitter.com/elonmusk/status/2017930408650772495?s=20 https://twitter.com/Cernovich/status/2017329765863039432?s=20       Israel had Trump by the balls so much that… Epstein was arrested? Ghislaine Maxwell was arrested? Jean Luc Brunel was arrested? Les Wexner stepped down? NXIVM sex cult ended? And now we're getting those files? These people don't think very hard https://twitter.com/JD_Cashless/status/2017349780922408973?s=20 https://twitter.com/TaraBunner2/status/2017619821634977889?s=20 https://twitter.com/Jordan_Sather_/status/2017399510809645263?s=20 https://twitter.com/TheStormRedux/status/2017789280693735748?s=20 politically. “I didn't see it myself but I was told by some very important people that not only does it absolve me, it's the opposite of what people were hoping – you know, the radical left. Wolff, who's a 3rd rate writer, was conspiring with Jeffrey Epstein to hurt me politically or otherwise…” Don't fall for all the clickbait doomers pushing the anti-Trump narratives. It's all bullshit. Lots of people not looking good though after today's release. Will be interesting to see how this plays out. To muddy the waters is an idiom that means to make a situation, issue, or discussion more confusing, unclear, or complicated—often deliberately. For example: “The politician’s vague statements only muddied the waters during the debate.” It originates from the idea of stirring up mud in water, making it murky and hard to see through. DOGE Geopolitical War/Peace Iran Hits Back At EU: Designates European Armies As ‘Terrorist Entities’ Iran is saying two can play at the West’s game: on Friday the secretary of Iran’s Supreme National Security Council blasted the EU’s decision to designate the Islamic Revolutionary Guard Corps (IRGC) as a “terrorist organization,” warning that Europe’s own militaries would now be viewed through the same lens. “The European Union certainly knows that… the armies of countries that have participated in the European Union’s recent resolution against the Islamic Revolutionary Guard Corps are considered terrorist entities,” Ali Larijani wrote in a post on X. He added bluntly: “Therefore, the consequences of that shall be borne by the European countries that undertook such an action.” However, there’s probably nothing in the way of European military assets for the Islamic Republic to sanction, so this ‘action’ by Tehran will remain largely symbolic. Iran does have assets held in various places of Europe though. EU foreign ministers agreed on Thursday to formally classify the IRGC as a “terrorist organization” and urged member states to implement the designation without delay – after a few longtime holdouts flipped. source: zerohedge.com [DS] Agenda https://twitter.com/rhodeislander/status/2017361344018739231?s=20 https://twitter.com/nicksortor/status/2017331445195211254?s=20   at Place of Worship COUNT 2: 18 U.S.C. § 248(a) (b), § §2(a) – FACE Act: Injure, Intimidate, and Interfere with Exercise of Right of Religious Freedom at a Place of Worship. Full indictment in replies. https://twitter.com/amuse/status/2017755569097003394?s=20 https://twitter.com/RapidResponse47/status/2017426372860190991?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E2017426372860190991%7Ctwgr%5Efafd5c6b893c0c4815868b0fd8490482712f780e%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.breitbart.com%2Ft%2Fassets%2Fhtml%2Ftweet-5.html2017426372860190991 Maxine Waters Incites Violent Leftist Rioters in Los Angeles – Threatens ICE, “We're Going to Fight You Every Inch of the Way” (VIDEOS) Far-left Rep. Maxine Waters (D-CA) was in Los Angeles on Friday, inciting her radical left followers to riot against law enforcement before several were arrested.  Rioters were seen hurling objects at shielded federal agents who pushed back with pepper balls and nonlethal munitions. Via ABC 7: Anti-ICE Rioters Clash with Federal Agents and Local Police Outside Los Angeles ICE Facility Eventually, the rioters moved a dumpster toward the entrance of the ICE detention facility and set it ablaze. Over 100 Los Angeles Police officers reportedly responded in riot gear to quell the violence. Multiple videos circulating on social media show Maxine Waters at the front lines of the riot as leftists were told to disperse for surrounding the federal building, trespassing on federal property, and later assaulting federal officers. After pepper spray was deployed, Waters returned to the front of the riot with a mask and continued leading the insurrection. Waters was seen pulling up to the scene early in the day in a black SUV before stepping out to rally her troops, flailing her arms and leading chants of “ICE Out of LA.” Source: thegatewaypundit.com https://twitter.com/DOGEai_tx/status/2017736355665641700?s=20   Martinez's gang alliance pitch isn't just reckless; it's a calculated distraction from ICE's indiscriminate sweeps that tear families apart over paperwork. Federal law requires deportation for specific crimes, yet bureaucrats weaponize broad mandates to meet quotas. The solution? Enforce existing laws precisely, stop manufacturing crises, and end the performative politics that put both officers and communities at risk. President Trump's Plan https://twitter.com/EricLDaugh/status/2017769322723082564?s=20   constitutional dike, It is so ORDERED” – “Feb. 31” doesn’t exist – LinkedIn shows he liked a TDS post about ICE today – Includes a photo of the kid in the order – Unprofessionally antagonistic language WTF?! This is a JUDGE?! @ElonMusk and @NayibBukele were right all along. We can’t have a saved republic until we mass impeach the courts. H/t @BillMelugin_ https://twitter.com/ElectionWiz/status/2017574838143959310?s=20 https://twitter.com/nicksortor/status/2017636699157811696?s=20       one of the safest cities in America – Likewise, numerous other once very dangerous cities! Republicans, don't let these Crooked Democrats, who are stealing Billions of Dollars from Minnesota, and other Cities and States from all over the Country, push you around. They are using this aggressive protest SCAM to obfuscate, camouflage, and hide their CRIMINAL ACTS of theft and insurrection. They should all be in jail. I was elected on Strong Borders, and Law and Order, among many other things. Thank you to Secretary Kristi Noem. Remember, ELECTIONS HAVE CONSEQUENCES!!! PRESIDENT DONALD J. TRUMP     Federal Government Property. There will be no spitting in the faces of our Officers, there will be no punching or kicking the headlights of our cars, and there will be no rock or brick throwing at our vehicles, or at our Patriot Warriors. If there is, those people will suffer an equal, or more, consequence. In the meantime, by copy of this Statement, I am informing Local Governments, as I did in Los Angeles when they were rioting at the end of the Biden Term, that you must protect your own State and Local Property. In addition, it is your obligation to also protect our Federal Property, Buildings, Parks, and everything else. We are there to protect Federal Property, only as a back up, in that it is Local and State Responsibility to do so. Last night in Eugene, Oregon, these criminals broke into a Federal Building, and did great damage, also scaring and harassing the hardworking employees. Local Police did nothing in order to stop it. We will not let that happen anymore! If Local Governments are unable to handle the Insurrectionists, Agitators, and Anarchists, we will immediately go to the location where such help is requested, and take care of the situation very easily and methodically, just as we did the Los Angeles Riots one year ago, where the Police Chief said that, “We couldn't have done it without the help of the Federal Government.” Therefore, to all complaining Local Governments, Governors, and Mayors, let us know when you are ready, and we will be there — But, before we do so, you must use the word, “PLEASE.” Remember that I stated, in the strongest of language, to BEWARE — ICE, Border Patrol or, if necessary, our Military, will be extremely powerful and tough in the protection of our Federal Property. We will not allow our Courthouses, Federal Buildings, or anything else under our protection, to be damaged in any way, shape, or form. I was elected on a Policy of Border Control (which has now been perfected!), National Security, and LAW AND ORDER — That's what America wants, and that's what America is getting! Thank you for your attention to this matter.   PRESIDENT DONALD J. TRUMP he will use DHS/ICE and, if necessary, the US MIL to protect federal property. It sounds like Trump knows something is coming. It sounds like the Dems want DHS/ICE to get caught up in policing these riots, hoping more of their deranged followers take it too far and get shot. Trump is instead going to hold and force local Democrat politicians to police their own riots, or agree to work with him. And if the Dems choose to not police these riots, they will force Trump to use the US MIL to suppress the chaos.  https://twitter.com/unseen1_unseen/status/2017334056292143173?s=20 https://twitter.com/StephenM/status/2017585812599087241?s=20   EXCLUSIVE: Atlanta Field Office Special Agent in Charge Allegedly Removed For Slow-Walking Election Fraud Investigation  Reports are emerging on social media that Paul Brown, the FBI Special Agent in Charge at the Atlanta Field Office, was “forced out of that job earlier this month,” according to MSNOW's Ken Dilanian. According to MSNOW, Brown “was forced out this month after questioning the Justice Department's renewed push to probe Fulton County's role in the 2020 election” after “expressing concern” about “unsubstantiated allegations of voter fraud” in Fulton County. Source: thegatewaypundit.com https://twitter.com/TheStormRedux/status/2017632517596045581?s=20      of evidence that the judge authorized us to collect. And what we're gonna do next is go through the voluminous amounts of information collected and continue our investigation. At this point there's not much more I can say publicly because we have to go through a lot more material. But it was predicated on a finding of probable cause by a judge in Georgia.” Time for people to go to jail! We all watched it stolen in real time, and we're all still pissed off about it! https://twitter.com/TheStormRedux/status/2017201516768026738?s=20  the election safe, and she's done a very good job. And as you know, they got into the votes. You've got a signed judges order in Georgia and you're gonna see some interesting things happening.” We've waited a long time for this. Let's get it. https://twitter.com/JoeLang51440671/status/2017668286196932654?s=20 https://twitter.com/Rasmussen_Poll/status/2017631484908024035?s=20     (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:13499335648425062,size:[0, 0],id:"ld-7164-1323"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="//cdn2.customads.co/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");

-Virginia politics implode, prompting Rob to declare the governor a “bat-guano crazy cat lady” and launch into an extended rant about communists and tax hikes. -Brigadier General Blaine Holt joins on the Newsmax hotline, calmly discussing Iran, ballistic missiles, deep-state turf wars, and why communists apparently travel with better funding than most college students. Today's podcast is sponsored by : RELIEF FACTOR - You don't need to live with aches & pains! Reduce muscle & joint inflammation and live a pain-free life by visiting http://ReliefFactor.com  BIRCH GOLD - Protect and grow your retirement savings with gold. Text ROB to 98 98 98 for your FREE information kit! To call in and speak with Rob Carson live on the show, dial 1-800-922-6680 between the hours of 12 Noon and 3:00 pm Eastern Time Monday through Friday…E-mail Rob Carson at : RobCarsonShow@gmail.com Musical parodies provided by Jim Gossett (http://patreon.com/JimGossettComedy) Listen to Newsmax LIVE and see our entire podcast lineup at http://Newsmax.com/Listen Make the switch to NEWSMAX today! Get your 15 day free trial of NEWSMAX+ at http://NewsmaxPlus.com Looking for NEWSMAX caps, tees, mugs & more? Check out the Newsmax merchandise shop at : http://nws.mx/shop Follow NEWSMAX on Social Media:  -Facebook: http://nws.mx/FB  -X/Twitter: http://nws.mx/twitter -Instagram: http://nws.mx/IG -YouTube: https://youtube.com/NewsmaxTV -Rumble: https://rumble.com/c/NewsmaxTV -TRUTH Social: https://truthsocial.com/@NEWSMAX -GETTR: https://gettr.com/user/newsmax -Threads: http://threads.net/@NEWSMAX  -Telegram: http://t.me/newsmax  -BlueSky: https://bsky.app/profile/newsmax.com -Parler: http://app.parler.com/newsmax Learn more about your ad choices. Visit megaphone.fm/adchoices

A key corner of the credit market is experiencing sustained and even accelerated selling at the end of January 2026. What we're talking about is historically one of the most economically sensitive segments, a growing caution about the climate ahead. And it's not the only one. From cryptocurrencies to the inability of the AI bubble to get going, the cracks continue to widen rather than fade away like everyone said they were going to. Eurodollar University's conversation w/Steve Van Metre----------------------------------------------------------------------------------------If 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 and Brent, plus Hugh Hendry, George Gammon, Steve Van Metre, and Mike Green at Eurodollar University's very first Live Event, President's Day Weekend, February 2026. Small groups, intimate discussions. To reserve your spot just go here https://eurodollar-university.com/event-home-page----------------------------------------------------------------------------------------https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

No, this isn't a Bavarian dish.  But our colleague Martin Wurm joins the Inside Economics team to consider Kevin Warsh as the next Chair of the Federal Reserve Board.  The group dissects Warsh's writings and speeches to glean how he might change the way the Fed operates monetary and regulatory policy, and whether he will be able to preserve some semblance of Fed independence.  There is also the stats game and listener question – please keep them coming.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.

Roundup of the Week's Top Stories in Economics and FreedomInflation drops to 1.2%How Socialism Destroyed VenezuelaUS Wealth Jumps $12 TrillionMurders fall to 125-year lowEuropean Industry ImplodingRead the article "European Industry Imploding" 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 WalletProfstonge WeeklyWeekly articles on economics and freedom and a monthly investment Watch ListDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the show

Consumer prices are never going to go back to where they were before the pandemic. This simple reason is they can't. You think that since they went up, they can just go right back down. That's not unlikely, it is impossible and I'm going to show you why with a very simple example. Now the implications of this economic fact are profound. In fact, it explains everything about the economy we have right now, from the labor market and the lack of jobs to, yes, affordability.  Eurodollar University's Money & Macro Analysis---------------------------------------------------------------------------------------------------------------------What if your gold could actually pay you every month… in MORE gold?That's exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider---------------------------------------------------------------------------------------------------------------------https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Inflation pressures are resurfacing—and the Federal Reserve may be headed for a major shakeup. In today's episode, Kathy Fettke breaks down the latest Producer Price Index report, which shows wholesale prices rising faster than expected in December, driven entirely by persistent services inflation. While goods prices remain flat, the data suggests underlying inflation pressures are proving stubborn—complicating expectations for near-term interest rate cuts. Then, in breaking news, President Donald Trump announces his plan to nominate former Fed governor Kevin Warsh as the next chair of the Federal Reserve, replacing Jerome Powell when his term expires. Markets react swiftly, raising new questions about interest rates, Fed independence, and what this leadership change could mean for investors. This episode connects the dots between inflation data, monetary policy, and real-world impacts on mortgage rates, borrowing costs, and real estate investing strategy—so you can stay informed in an increasingly uncertain economic environment.

In this episode, Jon Sanchez and Jason Gaunt discuss the recent volatility in the markets, focusing on the significant sell-off in precious metals and the implications of the newly appointed Federal Reserve Chairman, Kevin Warsh. They analyze the latest inflation data, the potential impact of a government shutdown, and the overall economic landscape, providing insights for investors navigating these turbulent times.The Jon Sanchez Show is a service of Sanchez Gaunt Capital Management, LLC in Reno, Nevada.Learn more about our services: https://www.sanchezgaunt.com/our-processChapters00:00 Market Overview and Key Events02:53 Precious Metals Sell-Off Analysis05:20 Inflation Insights and PPI Data08:17 Federal Reserve Leadership Transition10:26 Government Shutdown and Market Reactions18:54 Legal Controversies and Political Maneuvering20:38 The Future of the Federal Reserve: Kevin Warsh's Appointment26:13 Market Reactions and Economic Implications31:15 Wrap-Up and Future Considerations33:22 Disclaimer

Peter Schiff is the Chief Economist of Euro Pacific Asset Management and the Chairman of Schiff Gold. In this conversation, we discuss the state of the U.S. economy, inflation, tariffs, the weakening dollar, and the outlook for gold, silver, and bitcoin. We also dive into global trade, monetary policy, and engage in a heated debate over whether tariffs and a weaker dollar help or hurt the economy.====================BitcoinIRA: Buy, sell, and swap 80+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $1,000 in rewards.As markets shift, headlines break, and interest rates swing, one thing stays true — opportunity is everywhere. At Arch Public, we help you do more than just buy and hold. Yes, our dynamic accumulation algorithms are built for long-term investors… but where we really shine? Our arbitrage algos — designed to farm volatility and turbocharge your core positions. The best part of Arch Public's products is they are free! Yes, you heard that right, try Arch Public for free! Take advantage of wild moves in assets like $SOL, $SUI, and $DOGE, and use them to stack more Bitcoin — completely hands-free. Arch Public is already a preferred partner with Coinbase, Kraken, Gemini, and Robinhood, and our team is here to help you build smarter in any market. Visit Arch Public today, at https://www.archpublic.com, your portfolio will thank you.====================0:00 – Intro2:31 – Why metals are ripping9:41 – Tariff fight: who pays + price examples20:02 – Inflation data debate (CPI vs real-time metrics)23:29 – AI: deflation vs inflation argument28:15 – Can the U.S. rebuild manufacturing fast?39:44 – Gold vs Bitcoin debate49:44 – Peter Schiff's portfolio breakdown52:56 – “If inflation is low, why buy bitcoin?”56:56 – Schiff plugs: gold, funds, newsletter1:00:45 – Closing thoughts

President Trump announced Kevin Warsh as his pick to be the next chairman of the Federal Reserve. Warsh was an advisor to George W. Bush and served on the Federal Reserve's Board of Governors from 2006 to 2011. If confirmed, Warsh will succeed current Chair Jerome Powell, whose term ends in May. Amna Nawaz discussed more with David Wessel. PBS News is supported by - https://www.pbs.org/newshour/about/funders. Hosted on Acast. See acast.com/privacy

Has the rally in silver gone so far now that the metal's price action is actually behaving like a meme stock? Or is there something more fundamental and deeply disturbing behind what precious metals are doing? Maybe we should consider how it isn't a loss of faith in the dollar as so many people wrongly claim which is propelling both gold and silver right now, what if it is the growing mistrust in how the entire world works and fits together. Or used to. Eurodollar University's Money & Macro Analysis---------------------------------------------------------If 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 and Brent, plus Hugh Hendry, George Gammon, Steve Van Metre, and Mike Green at Eurodollar University's very first Live Event, President's Day Weekend, February 2026. Small groups, intimate discussions. To reserve your spot just go here https://eurodollar-university.com/event-home-page---------------------------------------------------------Part 1: My Life Is a LieHow a Broken Benchmark Quietly Broke Americahttps://www.yesigiveafig.com/p/part-1-my-life-is-a-lieAgency Costs of Overvalued Equityhttps://papers.ssrn.com/sol3/papers.cfm?abstract_id=480421https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

In this episode of The Vinney and Beau Show, Vinney and Beau dive into what really separates experienced investors from the rest—especially when markets feel uncertain. With stocks swinging, interest rates shifting, and headlines creating noise, they break down how seasoned investors stay calm, focused, and intentional.   This is an honest conversation about navigating cycles, avoiding emotional decisions, and understanding where real opportunity shows up when others hesitate.   They cover key ideas that are shaping today's investor mindset, including:

Shoot us a Text.Episode #1257: Chinese automakers are taking real share in Europe, AI at NADA is growing up fast, and U.S. consumer confidence just hit a decade low. Chinese automakers just hit a milestone in Europe, capturing nearly one in 10 new-car sales. Fueled by competitive EVs and hybrids, strong battery tech, and rapid expansion, Chinese brands are moving from disruptors to serious incumbents across the continent.Chinese brands claimed 9.5% of Europe's total car market in December, a record share.Electrified vehicles are the growth engine, with Chinese automakers now holding 16% of Europe's EV and plug-in hybrid market, more than double last year.Europe's auto industry is under strain, with over 110,000 jobs lost in 18 months, as domestic brands face shrinking share at home and abroad.“The progression of Chinese cars in Europe is massive… It's a matter of survival for our industry,” said Roberto Vavassori, head of Italy's Anfia trade group.AI is everywhere in dealer tech talk, but 2026 is shaping up as the year it moves from buzzword to baseline. At NADA in Las Vegas, expect fewer “wow” moments and far more conversations about integration, maturity, and ROI.More than 40 AI-specific exhibitors are registered for NADA 2026, up from just 10 last year, with many more vendors baking AI into existing platforms.Expect AI centered on lead engagement, chat, marketing automation, inventory, pricing, service prediction and moreDealers are showing up with sharper questions, focusing on cost savings, productivity, and ROI, not shiny add-ons or disconnected tools.“Everybody has the same ice cream. It's just flavored a little bit different,” said Cox Automotive's Mo Zahabi, summing up what dealers should expect on the floor.America's economic mood just took a sharp turn south. Consumer confidence fell to its lowest level in more than a decade in January, with households rattled by rising prices, job anxiety, and geopolitical noise—setting up an uneasy backdrop for spending as 2026 gets underway.The Consumer Confidence Index dropped to 84.5, its lowest reading since 2014 and well below economist expectations, signaling broad-based unease.Inflation remains front and center, with consumers citing food, gas, electricity, insurance costs, and tariffs as top concerns.“The K-shaped economy is great for the top 20%, but many middle-class Americans are barely keeping up,” said Heather Long, chief economist at Navy Federal Credit Union.This episode of the Automotive State of the Union is brought to you by Amazon Autos: Meet customers where they shop: Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call hereWhat should you do when your corporation has more cash than clarity?Many incorporated business owners hit a silent milestone: revenue is steady, personal income is solid, but inside the corporation, retained earnings quietly pile up—doing nothing. Inflation erodes their value. Investment options seem risky, tax-heavy, or too complex. The real challenge isn't just finding a strategy—it's knowing what role that idle money should play. In this episode, Tyson, a physiotherapy clinic owner, shares his journey from uncertainty to empowerment as he reframes his financial approach and builds a stable foundation for growth.You'll discover:Why retained earnings can become a hidden liability if left unstructuredThe mindset shift from chasing returns to preserving optionalityHow corporate-owned whole life insurance can offer growth, access, and protection—without rushing into risky decisionsIf your retained earnings feel stuck or exposed, press play now to hear how stability and strategy can unlock new possibilities.Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle…taking a salary with a goal of stuffing RRSPs;…inveReady to connect? Text us your comment including your phone number for a response!ManyReady to connect? Text us your comment including your phone number for a response!If you listen to podcasts like The Rational Reminder with Ben Felix & Cameron Passmore, The Canadian Investor, The Canadian Real Estate Investor, Build Wealth Canada with Kornel Szrejber, ChooseFI with Jonathan Mendonsa & Brad Barrett, Afford Anything with Paula Pant, The Ramsey Show with Dave Ramsey, BiggerPockets Money, The Money Guy Show with Brian Preston & Bo Hanson, Invest Like the Best with Patrick O'Shaughnessy, Masters in Business with Barry Ritholtz, The Wealthy Barber Podcast with David Chilton, Financial Audit with Caleb Hammer, In the Money with Amber Kanwar, The Loonie Hour with Steve Saretsky, or More Money Podcast with Jessica Moorhouse — we're confident you'll enjoy Canadian Wealth Secrets too.Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

Progress seemed possible to keep a government shutdown relatively short, and investors await wholesale price data. They also mull Apple results and check the tank on oil earnings.Important DisclosuresThis material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.Past performance is no guarantee of future results.Diversification and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see ​schwab.com/indexdefinitions.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Investing involves risk, including loss of principal, and for some products and strategies, loss of more than your initial investment.Digital currencies [such as bitcoin] are highly volatile and not backed by any central bank or government. Digital currencies lack many of the regulations and consumer protections that legal-tender currencies and regulated securities have. Due to the high level of risk, investors should view digital currencies as a purely speculative instrument.Cryptocurrency-related products carry a substantial level of risk and are not suitable for all investors. Investments in cryptocurrencies are relatively new, highly speculative, and may be subject to extreme price volatility, illiquidity, and increased risk of loss, including your entire investment in the fund. Spot markets on which cryptocurrencies trade are relatively new and largely unregulated, and therefore, may be more exposed to fraud and security breaches than established, regulated exchanges for other financial assets or instruments. Some cryptocurrency-related products use futures contracts to attempt to duplicate the performance of an investment in cryptocurrency, which may result in unpredictable pricing, higher transaction costs, and performance that fails to track the price of the reference cryptocurrency as intended. Please read more about risks of trading cryptocurrency futures here.Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries.Google Podcasts and the Google Podcasts logo are trademarks of Google LLC.Spotify and the Spotify logo are registered trademarks of Spotify AB.(0131-0126) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Inflation in Canada has stabilized, but food inflation is continuing to rise. Food prices rose 5 per cent in 2025, and some items saw much larger increases – such as beef and coffee. Prime Minister Mark Carney announced some affordability measures this week – like an increase to the GST credit – aimed at lowering grocery bills.Today, food economist Mike von Massow explains why food prices remain so high, what's driving the increase of specific items and what can be done about it.Questions? Comments? Ideas? Email us at thedecibel@globeandmail.com Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

– Inflation surges – Gold soars, Australian dollar soars. And the US dollar is sinking. – An “employment ice age is coming”, according to some.See omnystudio.com/listener for privacy information.

The  Moose on The Loose helps Canadians to invest with more conviction so they can enjoy their retirement. Today, I discuss how to deal with inflation at retirement. It's all about dividend growth investing! Subscribe to the best free dividend investing newsletter: https://thedividendguyblog.com/newsletter Get the 20 income products guide for retirees: https://retirementloop.ca/income/ Get your Investment roadmap: https://dividendstocksrock.com/roadmap

After cutting 14,000 jobs back in October and denying there were more of them coming, Amazon confirmed yesterday there will be another 16,000 layoffs and made comments suggesting the company won't be done even after then. These job cuts will only add to the worsening anxiety among American workers, who reminded everyone of those deep concerns in the latest plunge in consumer confidence. According to the most optimistic measure for it, from the Conference Board, confidence crashed to its lowest level in over a decade.  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---------------------------------------------------------------------------------------------------------------------CNBC Amazon laying off about 16,000 corporate workers in latest anti-bureaucracy pushhttps://www.cnbc.com/2026/01/28/amazon-layoffs-anti-bureaucracy-ai.htmlInternal messages reveal which teams, jobs affected in Amazon layoffshttps://www.businessinsider.com/internal-messages-teams-jobs-affected-amazon-layoffs-2026-1CB US Consumer Confidence Fell Sharply in Januaryhttps://www.conference-board.org/topics/consumer-confidence/https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.Welcome back!Grain futures finished higher Wednesday as a weaker US dollar, biofuel headlines, and weather concerns provided support across ag and macro markets. Here's what moved markets today

It's Thursday, January 29th, A.D. 2026. This is The Worldview in 5 Minutes heard on 140 radio stations and at www.TheWorldview.com. I'm Adam McManus. (Adam@TheWorldview.com) By Jonathan Clark Evangelical college fired teacher for calling homosexual behavior sin A Christian teacher in England went to court last week to defend his religious freedom. Dr. Aaron Edwards worked at Cliff College in Derbyshire. Three years ago, the Evangelical college fired him after he called homosexuality a sin in a social media post. Edwards is now appealing a tribunal decision that upheld his dismissal with the help of the Christian Legal Centre. Andrea Williams, chief executive of the organization, said, "This case raises serious questions about freedom of religion, freedom of expression, and the lawful limits of institutional authority.” Referencing Acts 4:20, Edwards said he does not regret speaking the truth, saying, “As the apostles said before their accusers, ‘We cannot but speak of what we have seen and heard.'” Euthanasia bill failed in French Senate A bill to legalize euthanasia failed in France's Senate last week.  Political deadlock among lawmakers effectively killed the bill. Gregor Puppinck is the Director General of the European Centre for Law and Justice. He said, “This text was terrible. It allowed euthanasia and suicide by decision of a single doctor, at the oral request of a patient, in three days, without the relatives being informed and able to take legal action.” Canada euthanized elderly woman against her will Meanwhile, in Canada, an elderly woman was tragically euthanized against her will through the country's Medical Assistance in Dying program.  This according to a report by the Office of the Chief Coroner. The report identified the 80-year-old woman as “Mrs. B.” She initially expressed interest in the program. But later, she wanted to withdraw her request, “citing personal and religious values and beliefs.” However, assessors with the euthanasia program approved the killing after her husband reported experiencing “caregiver burnout.” Proverbs 12:10 says, “The tender mercies of the wicked are cruel.” Canada backs off deal with China after Trump tariff threat Canada reached a preliminary agreement with China earlier this month to lower tariffs on certain goods. However, U.S. President Trump criticized the deal. He wrote on Truth Social, “If Canada makes a deal with China, it will immediately be hit with a 100% Tariff against all Canadian goods and products coming into the U.S.A.” In response, Canada's Prime Minister Mark Carney backed off the agreement with China. Federal Reserve didn't change interest rate In the United States, the Federal Reserve left interest rates unchanged yesterday. The central bank decided to keep its key lending rate between 3.5 percent and 3.75 percent.  The Fed noted, “Available indicators suggest that economic activity has been expanding at a solid pace. Job gains have remained low, and the unemployment rate has shown some signs of stabilization. Inflation remains somewhat elevated.” Fewer U.S. pastors leaving ministry A new survey from the Barna Group found fewer pastors are considering walking away from the ministry. Twenty-four percent of U.S. senior Protestant pastors say they have seriously considered leaving full-time ministry within the past year. That's down from 42 percent in 2022. Pastoral burnout heightened during the COVID-19 pandemic but has been stabilizing since then. The report noted, “Fewer pastors appear to be in immediate vocational crisis, even as many continue to carry fatigue, grief, and uncertainty about the future of ministry.” Today is birthday of Martin Luther's wife And finally, today marks the birthday of Katharina Von Bora, the wife of Martin Luther. She was born on January 29, 1499. Her mother died in childhood and she was sent to a Catholic boarding school before becoming a nun. At the convent, Katharina discovered the writings of Martin Luther. Along with other nuns, she learned about salvation by grace through faith in Christ. This led Katharina and the nuns to ask Luther for help to escape the convent.  Luther was able to help the nuns find husbands and jobs, except for Katharina. The two were eventually married. Together, they had six children.  Author Michelle DeRusha described Katharina as “a woman who risked marrying one of the most controversial men of the time – a man who could have very likely been burned as a heretic at any given moment. She was a woman who raised six children; ran a boardinghouse; oversaw a farm complete with fruit orchards, livestock, and a fishpond; and advised and cared for her husband.” Consider an excellent, full-color, beautifully illustrated children's book about her entitled Katharine von Bora: The Morning Star of Wittenberg. It is co-authored by Shanna and Jenna Strackbein, twin sisters who were homeschooled in Aransas Pass, Texas, by their beloved mother Jenny. Joel Beeke, President of Puritan Reformed Theological Seminary in Grand Rapids, Michigan said, "Boys and girls (and adults too) will love this beautiful book about a godly woman who helped to change the world." Close And that's The Worldview on this Thursday, January 29th, in the year of our Lord 2026. Follow us on X or subscribe for free by Spotify, Amazon Music, or by iTunes or email to our unique Christian newscast at www.TheWorldview.com.  I'm Adam McManus (Adam@TheWorldview.com). Seize the day for Jesus Christ.

What if the violence you're seeing isn't random — but perfectly timed? In this episode, the host breaks down a staggering pattern: whenever massive fraud is uncovered, chaos follows. From food stamps and Medicaid to DEI-based federal contracting, the transcript lays out how loosened regulations allegedly enabled billions in fraudulent spending, and why street unrest reliably shifts attention away from it. As federal investigators begin closing in — from Minnesota to California — the narrative suddenly changes. Fraud disappears from headlines. The focus pivots to riots, ICE, and outrage politics. The question isn't whether fraud is happening. It's who benefits when no one is allowed to talk about it.

Tara breaks down how street violence isn't spontaneous — it's strategic. When chaos erupts, fraud investigations disappear from the headlines. And the money? It keeps moving. From state-level benefit fraud and voter roll manipulation, to billions siphoned through healthcare programs, DEI contracting schemes, and immigration loopholes, Tara connects the dots between policy decisions, organized unrest, and who profits. This episode exposes why Minneapolis became ground zero, how fraud money fuels activist networks, why enforcement triggers violence, and how weak Republican leadership enables the very outcome voters think they're fighting against. This isn't about left vs. right. It's about who plays by the rules — and who never has to.

This week, Chris and I dive deep into a question we've been getting a lot since our town hall event with Sarah Swain, Rebecca Matthews, and Elisa Kitz (which had almost 2,000 registrants!): Why are permanent tax shelters considered an asset class?   I'll be honest—this was a concept that completely confused me until about 4-5 years ago. I grew up being taught that insurance is an expense, never an investment. But understanding how certain life insurance policies can provide liquidity, tax advantages, and long-term value has been game-changing for our family—both personally and professionally. In this episode, we break down: The difference between whole life and universal life insurance Why insurance should be the foundation of your financial house (not just the pretty stuff on top) How permanent policies build cash value you can borrow from tax-free Why getting insured young matters more than you think The connection between your health records and insurance premiums This might feel like a big topic to grasp, but stick with us. We're here to help you understand what you weren't taught growing up.   Timestamps & Chapters [2:53 - 4:33] Why This Topic Matters Now Questions coming in about permanent tax shelters as an asset class How life insurance can offer protection AND build long-term value Jenn's journey from seeing insurance as an expense to understanding it as an investment [4:33 - 7:00] What Are Permanent Tax Shelters? Two types: Whole life and universal life insurance How they differ from term insurance (which is like "rent") Why these policies are structured differently for every person [7:00 - 10:20] Whole Life vs. Universal Life Whole life: Invested through the insurance company, pays dividends, safer/more conservative Universal life: Invested through markets, higher growth potential Companies we work with have been paying dividends for over 100 years [10:20 - 13:20] The Trust Factor Why people are hesitant to invest (lack of education, past bad experiences) Importance of transparency: where money goes, how returns work, paperwork to back it up Finding advisors who customize to YOUR needs, not just sell hot products [13:20 - 17:00] The Foundation Analogy Chris's building background: insurance is like the foundation of a house TFSAs, RRSPs, FHSAs are the "pretty stuff" on top If the foundation isn't solid, everything collapses when markets slip Different types of insurance: life, critical illness, disability [17:00 - 20:20] Why We Have Different Policies Individual needs vs. family goals Whole life for lending money back to yourself Universal life for stronger growth through market investments [20:20 - 23:40] Term vs. Permanent Insurance Explained Term insurance: Pay for protection for 10, 20, 30 years—when it expires, you're done (or renew at a much higher rate) Example: $75/month at age 30 becomes $500/month at age 65 Permanent insurance: Pay for a set period (often ~20 years), then you're covered for life [23:40 - 26:40] Health & Insurance Qualification Medical Insurance Bureau (MIB) has access to ALL your medical records Even minor things (like getting imaging for headaches) can flag you and increase premiums Jenn's story: Great health rating, lower premium Chris's story: One seizure from paintball at 21 flagged him for years [26:40 - 30:00] The Integrity Factor Insurance companies will test for things like nicotine in your hair if you claim to be a non-smoker Lying on applications can void your entire policy Smokers can requalify as non-smokers after 12 months nicotine-free and cut premiums in half [30:00 - 35:20] Why We're Talking About This Jenn's perspective: Health and wealth are connected Financial stress impacts health; lack of finances prevents getting health support The gap in what we weren't taught as adults, parents, business owners Teaching preparedness so people know what questions to ask [35:20 - 40:00] How Permanent Policies Build Cash Value Example: $100/month → $25 to insurance, $75 to investment Money grows tax-free inside the policy You can borrow from it with minimal or zero tax (depending on timing) Compare to RRSPs: 100% taxed at withdrawal at your marginal rate Insurance companies are great at saving from taxation; investment companies are great at making money—permanent policies combine both [40:00 - 43:00] The Self-Lending Strategy Build cash value you can borrow from tax-free or with greatly reduced tax Use for home repairs, helping kids, investments, etc. You can put in $300-500/month—insurance still only costs $25, rest goes to your investment fund [43:00 - 46:00] Inflation & Long-Term Planning Average Canadian couple needs $2.5-3 million to retire comfortably Inflation designed to be ~2.5% annually Example: Bag of milk was $2-3 twenty years ago, now $6-9, will be $20 in the future If you're only making 2.5% interest, you're just keeping up with buying power—not growing wealth Importance of reviewing statements together as a couple (even when uncomfortable)     Key Highlights & Takeaways ✅ Insurance as Foundation, Not Expense: Permanent life insurance should be viewed as the foundation of your financial house—not a bill, but an investment that protects everything else you build on top. ✅ Two Types of Permanent Policies: Whole Life: Conservative, dividend-based, great for self-lending Universal Life: Market-invested, higher growth potential ✅ Tax Advantages: Money grows tax-free inside permanent policies, and you can borrow from your cash value with minimal or zero tax (unlike RRSPs, which are 100% taxed at withdrawal). ✅ Get Insured Young: Health changes, medical records, and age all impact premiums. The younger and healthier you are when you get insured, the better your rates—and they're locked in for life. ✅ The MIB Knows Everything: The Medical Insurance Bureau has access to all your medical records. Even minor health events (like imaging for headaches) can flag you and increase premiums. ✅ Inflation is Real: The average Canadian couple will need $2.5-3 million to retire comfortably. If your money is only growing at 2.5%, you're just keeping up with inflation—not building wealth. ✅ Self-Lending Strategy: Permanent policies allow you to build a "personal bank" you can borrow from for major expenses, investments, or helping family—without traditional loan approval processes. ✅ Transparency Matters: Any advisor should be able to explain exactly where your money is going, how returns work, and provide full paperwork. If they can't, walk away. ✅ Health & Wealth Are Connected: Financial stress impacts your health, and lack of finances prevents you from getting the health support you need. They're not separate—they're intertwined.   Let's dive in! Thank you for joining us today. If you could rate, review & subscribe, it would mean the world to me! While you're at it, take a screenshot and tag me @jennpike to share on Instagram – I'll re-share that baby out to the community & once a month I'll be doing a draw from those re-shares and send the winner something special! Click here to listen: Apple Podcasts – CLICK HERESpotify – CLICK HERE Free Resources: Free Perimenopause Support Guide | jennpike.com/perimenopausesupport Free Blood Work Guide | jennpike.com/bloodworkguide The Simplicity Sessions Podcast | jennpike.com/podcast Get 20% on thewalkingpad.com using code "JENNPIKE20" Get discounts at happybumco.com using code "JENNPIKE" *code doesn't apply with Black Friday sale* Programs: Ignite: Your 8-Week Body Transformation Program | https://jennpike.com/ignite The Peri & Menopause Project  - Join the Waitlist | jennpike.com/theperimenopauseproject Synced Virtual Fitness Studio | jennpike.com/synced Services: Work With Jenn | https://jennpike.com/work-with-jenn/ Functional Testing | jennpike.com/testing-packages Business Mentorship | The Audacious Woman Mentorship:  jennpike.com/theaudaciouswoman Connect with Jenn: Instagram | @jennpike Facebook | @thesimplicityproject YouTube | Simplicity TV Website | The Simplicity Project Inc. Connect with Chris: Instagram | @chrisborsellino Finance Discovery Session | Book Here Have a question? Send it over to hello@jennpike.com and I'll do my best to share helpful insights, thoughts and advice.

The Federal Reserve is holding interest rates steady, keeping policy in a 3.5%–3.75% range. Lance Roberts and Michael Lebowitz examine how markets are reacting to Chair Jerome Powell's message, and break down what the Fed is signaling—and why it could fuel market volatility ahead. 0:00 - INTRO 0:19 - Mega Reports & Fed Fallout 4:31 - Markets Struggle after 7,000 9:33 - Inflation, Truflation, & Labor 14:14 - Chances of Rate Changes Higher or Lower? 16:44 - Current Growth Spurt is Unsustainable 19:10 - No Mention of QT/QE 21:10 - Citadel Securities; Risk-on Indicator 23:14 - Margin Debt is Bullish for Markets 26:13 - Liquidity Shifts & Fed Watching 29:15 - Geopolitics, Mid-term Elections & Potential Gov't Shutdown 31:42 - Why Fed Policy Matters 34:02 - Are We In an AI Bubble 35:53 - Favorite Search Engine Rankings - Then & Now 38:23 - The AI Boom vs the Dot-com Bubble Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manger, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=1vX2vPQQp28 ------- Articles Mentioned in Today's Show: "AI Bubble: History Says Caution Is Warranted" https://realinvestmentadvice.com/resources/blog/ai-bubble-history-says-caution-is-warranted/ ------- Watch our previous show, "Q&A Wednesday, the YouTube Chatroom Free-for-all," here: https://www.youtube.com/watch?v=XLaWDc-IGAw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- The latest installment of our new feature, Before the Bell, "Markets Stall at 7,000: Breakout or Bull Trap?" is here: https://www.youtube.com/watch?v=meTHta-tC1o&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- 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/ #MarketOutlook #TechnicalAnalysis #RiskManagement #MarketSpeculation #InvestorDiscipline #FederalReserve #JeromePowell #InterestRates #MarketOutlook #MonetaryPolicy

The Federal Reserve is holding interest rates steady, keeping policy in a 3.5%–3.75% range. Lance Roberts and Michael Lebowitz examine how markets are reacting to Chair Jerome Powell's message, and break down what the Fed is signaling—and why it could fuel market volatility ahead. 0:00 - INTRO 0:19 - Mega Reports & Fed Fallout 4:31 - Markets Struggle after 7,000 9:33 - Inflation, Truflation, & Labor 14:14 - Chances of Rate Changes Higher or Lower? 16:44 - Current Growth Spurt is Unsustainable 19:10 - No Mention of QT/QE 21:10 - Citadel Securities; Risk-on Indicator 23:14 - Margin Debt is Bullish for Markets 26:13 - Liquidity Shifts & Fed Watching 29:15 - Geopolitics, Mid-term Elections & Potential Gov't Shutdown 31:42 - Why Fed Policy Matters 34:02 - Are We In an AI Bubble 35:53 - Favorite Search Engine Rankings - Then & Now 38:23 - The AI Boom vs the Dot-com Bubble Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manger, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=1vX2vPQQp28 ------- Articles Mentioned in Today's Show: "AI Bubble: History Says Caution Is Warranted" https://realinvestmentadvice.com/resources/blog/ai-bubble-history-says-caution-is-warranted/ ------- Watch our previous show, "Q&A Wednesday, the YouTube Chatroom Free-for-all," here: https://www.youtube.com/watch?v=XLaWDc-IGAw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- The latest installment of our new feature, Before the Bell, "Markets Stall at 7,000: Breakout or Bull Trap?" is here: https://www.youtube.com/watch?v=meTHta-tC1o&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- 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/ #MarketOutlook #TechnicalAnalysis #RiskManagement #MarketSpeculation #InvestorDiscipline #FederalReserve #JeromePowell #InterestRates #MarketOutlook #MonetaryPolicy

Trump's rumored choice for Fed Chair, BlackRock's Rick Rieder, has suddenly jumped to frontrunner status. In this episode of Market Maker, we break down what his nomination could mean for US interest rates, inflation, and the direction of monetary policy.We also explore why the US dollar is hitting four-year lows, the impact of Trump's recent comments, and why Japan's growing debt burden and political risks are putting pressure on the yen.Markets are moving fast - don't get left behind.Follow the Market Maker podcast for timely and easy to understand insight on central banks, currencies, and global finance.(00:00) Intro to Topics this Week(03:30) Trump's Fed Pick: Rick Rieder Explained(04:53) Why Trump Wants Rates Cut(06:12) Rieder's Views on Inflation & Labour(12:25) How Markets May React to a Rieder Fed(16:14) Fed Meeting Recap: Powell's Latest(18:56) USD Drops: What's Driving It?(23:05) Is Gold Signaling Crisis?(29:44) Japan's Debt Problem(35:59) Final Thoughts + What to Watch

January 29, 2026 - In this episode, Zach and Chase discuss the current market sentiment, expressing concerns about inflation, job market dynamics, and the potential for recession. They explore investment strategies in light of market corrections and the impact of commodity prices on the global economy. The conversation also delves into central bank policies, technological advancements, and China's influence on commodities, particularly in relation to oil prices and inflationary pressures.

One of BlackRock's private credit funds has just resurrected the cockroach concerns over debt woes in the space. By announcing that it will have to write down 19% of its net asset value, the fund also discloses more areas of cockroach concerns beyond those we had already become aware of. While at the same time, further reminding everyone how everything that people were worried about before they need to keep worrying about and then some. 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 and Brent, plus Hugh Hendry, George Gammon, Steve Van Metre, and Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. Small groups, intimate discussions. To reserve your spot just go here but you better hurry, there aren't many spots left:https://eurodollar-university.com/event-home-page------------------------------------------------------------------------------------------BlackRock TCP SEC Filing 8Khttps://www.sec.gov/ix?doc=/Archives/edgar/data/0001370755/000114036126002240/ef20063739_8k.htmBlackRock Private Debt Fund Tumbles After Writing Down Loanshttps://www.bloomberg.com/news/articles/2026-01-26/blackrock-private-debt-fund-tumbles-after-writing-down-loansFlawed Valuations Threaten $1.7 Trillion Private Credit Boomhttps://www.bloomberg.com/news/articles/2024-02-28/how-private-credit-market-boom-is-hiding-potential-valuation-problemsBlackRock to Auction Amazon Seller Once Valued at $1 Billionhttps://pe-insights.com/blackrock-to-auction-amazon-seller-once-valued-at-1-billion/https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

The global economy is shifting into a "run-it-hot" inflationary growth phase driven by political incentives, energy demand, and the need to manage unsustainable debt and here is how to profit on it. The U.S. is deliberately favoring high growth and persistent inflation to inflate away debt and support asset prices ahead of midterms, even as official data and climate narratives are treated with skepticism. Today we talk about how governments historically deal with excess debt, why inflation plus growth is the most politically viable path, and how this environment favors commodities, real assets, and cyclicals over overvalued big tech. Markets are rotating, not simply "risk-on/risk-off," so you should be wary against blindly sticking with what worked in the past. Stay flexible as policy volatility, geopolitical shifts, and changing economic forces reshape the investment landscape. We discuss...  Energy policy is rapidly shifting in favor of expansion as tech-driven demand makes energy security a political priority, sidelining prior climate and regulatory concerns. The "run-it-hot economy" framework argues the U.S. is intentionally pursuing high growth alongside persistent inflation to manage excessive sovereign debt and support asset prices. With midterms approaching, political incentives favor policies that keep markets strong, reduce visible costs like energy and housing, and maintain public confidence rather than fiscal austerity. Inflation and growth together are framed as the most realistic way for governments to inflate away debt without triggering default or severe political backlash. Historical economic regimes are outlined to show how different inflation and growth combinations favor different asset classes. The current environment resembles an inflationary boom, which historically benefits commodities, real assets, and stores of value. Big tech and innovation-led assets are seen as potential underperformers in an inflationary, rotational market after years of dominance. Market leadership is narrowing and rotating, with small caps, mid caps, and non-U.S. markets showing stronger early-year performance. The S&P 500's heavy concentration in a small number of tech stocks increases risk as leadership weakens. Investors are cautioned against blindly rebalancing or clinging to past winners without reassessing changing tailwinds and headwinds. Fraud reduction and spending audits may improve trust and optics but are unlikely to materially fix long-term debt problems. Energy's small weight in major indexes is highlighted as a potential mispricing given its economic importance. Seasonal market patterns suggest near-term volatility is likely even within a broader bullish rotation. Investors must adapt portfolios to evolving macro regimes rather than assume past strategies will continue to work.   Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | Mergent College Advisors Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/how-to-profit-785 

Live January 28, 2026 | Yaron Brook ShowSeason 12 - Episode 22Iran; Trade & Immigration; US Dollar; Ukraine; AI& IP; Silence | Yaron Brook ShowFrom Iran to AI: Trade Wars, Dollar Decay, and the Deadly Price of SilenceThe world is drifting toward chaos—and too many people are staying silent.On this episode of The Yaron Brook Show, Yaron cuts through the noise to tackle the biggest threats facing America and the West: Iran's ambitions, trade and immigration distortions, the weakening U.S. dollar, Ukraine's future, the war over AI and intellectual property—and the moral cost of choosing silence in the face of authoritarianism.Why does silence empower the worst actors?Are tariffs and immigration controls destroying prosperity?Is America sliding toward banana-republic status?And what happens when fear replaces reason?This is a wide-ranging, no-holds-barred episode connecting geopolitics, economics, technology, and philosophy—ending with a powerful meditation on why silence is never neutral.

Silver and Gold – Still Going. Big week for earnings. Fed decision on Wednesday. Nat Gas price exploding higher. US Dollar drops hard over past few days. PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - What we learned from Davos - President Miyagi - tariffs on, tariffs off - January: stocks are trying to finish with gains - Small-caps flying - S&P  500: All-time highs going into earnings Markets - Silver and Gold - Still Going - Big week for earnings - Fed decision on Wednesday - Nat Gas price exploding - US Dollar drops hard over past few days Can't Keep Track Anymore -Trump has announced he is raising tariffs on South Korean imports to 25% after accusing Seoul of "not living up" to a trade deal reached last year. - In a post on social media, Trump said he would increase levies on South Korea from 15% across a range of products including automobiles, lumber, pharmaceuticals and "all other Reciprocal TARIFFS". - South Korea is planning on voting on the "agreement" with the US in February - KOSPI hits all-time high after being down 1% on the news - S. Korea President re-affirms their commitments Davos - 2026 - What we learned - Not much - Same bifurcated view of the world - Trump backed off the Greenland threats - Framework of a "deal" / "plan" - So, no tariffs - (Going to get a boy who cried wolf ....) Gold and Silver - Off to the races - Silver was up again in a big way Monday. Fell back down to earth (up 5% from up 15% earlier in the day - Hovering around $110 - that is impressive - parabolic move - GOLD! - Proving itself as a USD hedge and safety trade (Bitcoin in the dust) - Gold above $5,000 per ounce - - Plenty of reports that central banks are buying up| - USD weakness Economy - Still Strong - The US economy expanded in the third quarter by slightly more than initially reported, supported by stronger exports and a smaller drag from inventories. - Inflation-adjusted gross domestic product increased at a revised 4.4% annualized rate, the fastest in two years, according to Bureau of Economic Analysis data. - Consumer spending advanced at a 3.5% annualized pace last quarter, reflecting the fastest pace of outlays for services in three years, while spending on goods also accelerated from the previous quarter. Amazon - Trimming.... 30,000 jobs is plan - First half of that was in October and now trhery are laying off the remainder - CEO Jassey says that it is not financial of AI issues ---- Again - why so important to state that and make that a focal point? - Layoffs amount to 10% of the corporate workforce - Company still has 1.5 million employees Comeback? - Spirit Airlines is in talks with investment firm Castlelake for a potential takeover of the discount airline, CNBC has learned. - Remember, all started when Jetblue deal was blocked - Frontier tried - Spirit tried a few times to get head above water - nothing worked Booz Cancelled - Treasury Secretary Scott Bessent canceled department contracts with the consulting firm Booz Allen Hamilton, whose employee leaked President Donald Trump's tax records to The New York Times. - The department noted that between 2018 and 2020, Booz Allen employee Charles Edward Littlejohn “stole and leaked the confidential tax returns and return information of hundreds of thousands of taxpayers.” - Booz Allen Hamilton's stock price dropped by more than 10% on the heels of the Treasury Department's announcement. - Why does Booz have tax records in the first place? - Stock down 50% since end of 2024 Private Credit - BlackRock TCP Capital shares lower by 13% after it disclosed Friday night that net asset value declined approximately 19.0%; other private credit stocks falling in sympathy - The Company's net asset value per share as of December 31, 2025 to be between approximately $7.05 and $7.09, an anticipated decline of approximately 19.0% during the quarter ended December 31, 2025, compared to a net asset value per share of $8.71 as of September 30, 2025. - This decline is primarily driven by issuer-specific developments during the quarter. - The Company's net investment income per share to be between approximately $0.24 and $0.26 for the three months ended December 31, 2025. - Decliners: TCPC -13.40% OWL -3.07% ARES -3.30% KKR -2.08% BAM -0.41% CG -0.33% Zoom Communications - Valuation of Anthropic stake - The news is driving shares higher as analysts suggest ZM's $51 mln stake could now be worth between $2-$4 bln based on Anthropic's rumored $350 bln valuation, effectively acting as a "hidden gem" on its balance sheet. - From a fundamental perspective, the company's performance has also significantly improved, evidenced by its Q3 beat-and-raise report in late November where revenue rose 4.4% yr/yr to $1.23 bln. - This stronger financial performance is being driven by robust growth in the Enterprise segment, the rapid adoption of AI Companion features, and the scaling of adjacent growth businesses like Zoom Contact Center and Workvivo. - Consequently, the combination of high-margin operational rigor -- highlighted by a 41.2% non-GAAP operating margin -- and the massive unrealized gains from its AI investments has shifted investor sentiment firmly back toward growth. UNH and Health Stocks - DOWN 20% today - The administration's proposal (via the Centers for Medicare & Medicaid Services, or CMS) for Medicare Advantage reimbursement rates to rise by only 0.09% in 2027. This was far below Wall Street expectations of 4-6% (or higher), following a more generous ~5% increase for 2026. - The near-flat rate aims to improve payment accuracy, curb overbilling practices, and protect taxpayers, according to CMS statements, but it sparked widespread concerns about squeezed insurer margins, potential benefit cuts for seniors, reduced plan offerings, or market exits. - UnitedHealth has significant exposure to Medicare Advantage (roughly 30% of national enrollment), making it particularly vulnerable. The proposal, announced late Monday (January 26), led to a broader sell-off in health insurers: - - Humana (HUM) plunged over 20-21%. - - CVS Health (CVS) and Elevance Health (ELV) each dropped around 13-14%. Tech Earnings Microsoft (MSFT) Reports: Wednesday, January 28 (After Market Close) - Wall Street Expectations:  Earnings per share (EPS): about $3.86 and Revenue: about $80 billion - Growth: high teens year over year revenue growth - Investors are focused on Azure and broader cloud growth, particularly how much of that growth is coming from AI related demand. Microsoft has built a reputation for consistent execution, which also means expectations are high. The critical issues will be cloud growth sustainability, margin stability, and how aggressively management plans to keep spending on AI infrastructure. Meta Platforms (META) Reports: Wednesday, January 28 (After Market Close) - Wall Street Expectations:  EPS: about $8.15–$8.20 and Revenue: about $58–$59 billion - Growth: roughly 20–21% year over year revenue growth - Advertising remains the core driver, with AI driven ad targeting continuing to improve returns for advertisers. While topline growth expectations remain strong, investors are closely watching expense growth. The biggest question is whether rising AI and infrastructure spending can be managed without eroding margins or spooking investors, as Meta works through the next phase of its AI strategy. Tesla (TSLA) Reports: Wednesday, January 28 (After Market Close) - Wall Street Expectations:  EPS (non GAAP): about $0.40–$0.45 and Revenue: about $24.5–$25 billion - Trend: earnings expected to be sharply lower than a year ago - Tesla enters earnings with the weakest expectations among the major tech names this week. Vehicle deliveries declined year over year, and automotive margins remain under pressure. While the energy and services segments continue to grow, they are not yet large enough to offset slowing EV demand. - Investors will be far more focused on forward guidance than on the quarter itself—particularly updates on Full Self Driving, robotaxis, and the broader AI roadmap. Apple (AAPL) Reports: Thursday, January 29 (After Market Close) Wall Street Expectations -  EPS: about $2.65–$2.67 and Revenue: about $138 billion Growth: approximately 11–12% year over year revenue growth - This is Apple's most important quarter of the year. Expectations call for record revenue driven by the iPhone 17 cycle and continued Services growth. The focus will be on margins, China demand, and forward guidance—particularly how higher costs (memory prices and tariffs) may impact profitability. Apple typically beats expectations, but the stock reaction will hinge on what management says about growth beyond this quarter. Company Ticker Report Date Est. EPS Key Focus Area Microsoft MSFT Wed, Jan 28 (AMC) $3.92 Azure AI revenue growth & CapEx spending Meta Platforms META Wed, Jan 28 (AMC) $8.17 Ad monetization of AI & 2026 CapEx guidance Tesla TSLA Wed, Jan 28 (AMC) $0.45 Full Self-Driving (FSD) & Robotaxi updates Apple AAPL Thu, Jan 29 (AMC) Varies iPhone 17 demand & Apple Intelligence rollout ServiceNow NOW Wed, Jan 28 (AMC) $0.88 Enterprise AI software adoption rates IBM IBM Wed, Jan 28 (AMC) $4.28 Hybrid cloud and watsonx performance *AMC = After Market Close; EPS = Earnings Per Share (Consensus Estimates) Boeing - The company's airplane deliveries last year were the highest since 2018, helping drive revenue. Boeing brought in $23.9 billion in the last three months of 2025, a 57% increase over the same period in 2024 and topping analysts' expectations. Cash flow of $400 million was roughly double what Wall Street was expecting. - Boeing brought in $23.9 billion in the last three months of 2025, a 57% increase over the same period in 2024. The airplane manufacturer delivered 600 airplanes last year, up from 348 a year earlier. Another MoonShot - U.S. natural gas prices surged over 17% on Monday morning, climbing above $6 for the first time since late 2022. - It comes as Winter Storm Fern leaves hundreds of thousands without power and forces mass flight cancellations. - The National Weather Service has forecast wind chills as low as -50 degrees Fahrenheit (-45.56 degrees Celsius) across the eastern two-thirds of the U.S. this week. -Up 68% YTD - Nat gas is used in a whole lot of things - electrical grid 43% is fueled by Nat Gas Government - Not Again! - Seems like Dems are threatening a shutdown again - A partial U.S. government shutdown is set to begin on Friday, January 30, 2026. - The Senate is expected to vote on a funding package to avert this shutdown, with delays from a winter storm pushing initial votes to at least January 27, 2026 - The issue is being exacerbated with the ICE / Minnesota issues This is precious - Ex-finance minister Noda currently co-heads largest opposition party - He says that Japan unlikely to get international consent for intervention - Yen, bond selloff requires Japan to be in crisis mode, he says - Government must vow to restore fiscal discipline to end yen fall, Noda says - Japan must create environment allowing for steady BOJ rate hikes, he says - THIS shows us all that the whole thing with these guys/gals is all political. - NEVER EVER if he was in the role would he say anything like this.       Love the Show? Then how about a Donation? ANNOUNCING THE WINNER OF THE THE CLOSEST TO THE PIN CUP 2025 Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

What if "doing well" no longer feels secure because the income that once worked no longer meets your financial needs?   In this episode, I'm sharing what I'm seeing across conversations with therapists right now and what I'm personally experiencing as well. Inflation, debt, cost of living, and long-term goals are forcing many therapists to confront a hard truth: paying the bills isn't the same as feeling financially safe. Wanting more doesn't mean you're ungrateful. It means you're awake.   We talk about why hitting a new level of financial security requires doing things differently, not just working harder, and the identity shift that comes with deciding you're done repeating the same year over and over. I also share why money conversations still feel taboo for women, how your environment shapes your growth, and why getting out of your day-to-day routine through in-person experiences can radically change how you think about your business, your income, and what's possible. That pattern disruption is exactly what inspired me to host my very first Entrepreneurial Therapist Retreat this year.   Topics Covered in This Episode: 2:00 – Why "doing well" no longer feels financially secure for many therapists 4:45 – The identity shift required to reach your next income level 7:55 – Why wanting more money still feels taboo for women 9:05 – How your environment shapes your growth and decision-making 11:32 – What in-person retreats offer that online programs cannot 16:54 – Why pattern disruption is essential for entrepreneurial therapists   If you've been feeling the pull to turn it up this year and stop doing things the way you always have, this episode is your invitation. I'm officially opening the conversation about my first-ever Entrepreneurial Therapist Retreat happening this May in Annapolis, Maryland.   Resources Mentioned:   Join the Entrepreneurial Therapist Retreat on May 27 - 30, 2026: https://theentrepreneurialtherapist.com/retreat   Find out more about Alma here: helloalma.com/danielle Take 50% off your first 4 months of Simple Practice + a 7 day free trial using the link: simplepractice.com/danielle

After a powerful run in metals, renewed inflation pressure, and a shifting Federal Reserve backdrop, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, step back to connect the dots between markets, policy, and positioning. Fresh off being named one of the Top 23 podcasts for financial advisors for the second year in a row, the conversation moves fluidly from gold's breakout and the return of the debasement trade to the growing uncertainty around the next Fed chair and what it means for rates, inflation, and risk assets.They explore why commodities are flashing signals that don't align with disinflation narratives, how productivity optimism collides with fiscal reality, and why global earnings strength continues to support equities even as leadership rotates. Along the way, they unpack the implications of a potential government shutdown, policy-driven margin pressure across sectors, and why markets tend to move past the headline faster than most expect.Key Takeaways: • Gold's message is getting louder: Rising commodity prices, fiscal deficits, and rate pressure are reinforcing the case for metals as portfolio protection • The Fed chair race matters more than headlines: Rick Rieder's emergence highlights the tension between productivity optimism and persistent inflation risks • Inflation remains sticky under the surface: Core services and commodity strength challenge the idea of a smooth glide back to 2% • Global earnings are doing the heavy lifting: Companies with international exposure continue to outpace domestically focused peers • Policy noise doesn't derail trends: Shutdown risks and political uncertainty create volatility, but fundamentals keep asserting themselves—Check the 23 Top Financial Advisor Podcasts To Listen To In 2026:https://kitc.es/4pWNyA9Jump to:0:00 Cold Open, Awards, And Snow Jokes2:35 Gold And Silver Surge Explained8:40 The Debasement Trade And Inflation14:50 Global Central Banks Rotate To Gold19:30 Japan, Yields, Yen, And Risk Assets23:40 The Fed Chair Horse Race Heats Up30:20 Productivity, The 1990s, And Why Today's Different38:20 Fed Path: Holds, Politics, And Gold Tailwinds42:30 January Barometer, Tech Lags, And Breadth48:40 Equal-Weight Tech, Financials, And Policy Risk53:40 Earnings Setup: Mega-Cap vs The 493Connect 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

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An unprecedented shakeup at the very top of the Chinese military has shaken up the rest of the world. Xi Jinping didn't just go after a longtime friend and ally, he has gone after everyone in what increasingly looks like a paranoid, Stalinist shakeup. But why? I've told you many times before about the economic pressure on China that has only intensified more recently. But that's not the only thing. That's where it starts, but where it ends is what is increasingly being confirmed as Cold War 2.0.  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---------------------------------------------------------------------------------------------------------------------60 Minutes How China could use U.S. farmland to attack Americahttps://www.cbsnews.com/news/how-china-could-use-us-farmland-to-attack-america-60-minutes/NYT Xi's Purge of China's Military Brings Its Top General Down https://www.nytimes.com/2026/01/24/world/asia/china-top-general-xi-military-purge.htmlU.S. Secret Service dismantles imminent telecommunications threat in New York tristate areahttps://www.secretservice.gov/newsroom/releases/2025/09/us-secret-service-dismantles-imminent-telecommunications-threat-new-yorkhttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

In this episode, we discuss why the right to an attorney remains one of the most important protections in the American legal system, using Gideon v. Wainwright to examine how due process actually functions in practice. We explore the recent surge in gold and silver prices, weighing inflation fears against global instability and market psychology, and consider how Trump's negotiation style plays out in diplomacy and financial markets. We also examine a new film about Melania Trump, why it misses the larger political moment, and how culture increasingly drifts away from economic reality. We then turn to the so-called Great Wealth Transfer, where we explore how inheritances shape labor markets, housing prices, charitable giving, and long-term economic behavior, along with the unintended consequences that massive shifts in wealth can create for policy, taxation, and inequality. 00:00 Introduction and Overview 00:29 The Story Behind the Right to an Attorney (Gideon v. Wainwright) 03:44 Why Gideon's Case Still Matters Today 04:43 Precious Metals Surge: Gold and Silver Prices Explained 06:40 Inflation vs. Global Risk as Drivers of Gold Prices 08:04 Trump's Negotiation Style and Market Turbulence 09:53 Why Business Tactics Fail in Diplomacy 11:06 Foolishness of the Week: The Melania Trump Movie 13:22 Why the Movie Misses the Real Political Story 15:15 James Bores Ant with Sports Discussion 16:01 The Great Wealth Transfer 17:52 Why Inheritances Don't Behave Like Savings 19:22 Inheritances as Economic Stimulus 22:10 Early Retirement and Labor Market Effects 23:14 Will Wealth Skip a Generation? 24:18 How Big the Wealth Transfer Really Is 25:58 Why the Economy Keeps Avoiding Recession 26:43 Racial Wealth Gaps and Political Fallout 30:49 Why Redistribution Could Backfire 32:04 Estate Taxes, Trusts, and Avoiding the IRS 36:36 Which States Will Gain the Most from Inheritance 38:25 Interest Rates, Inflation, and ESG Investing 40:29 Housing Prices vs. Rental Markets 42:26 Unintended Consequences of Massive Wealth Shifts 43:29 Charitable Giving and Inheritance Choices 44:37 Final Thoughts on Markets, Wealth, and the Future Learn more about your ad choices. Visit podcastchoices.com/adchoices

Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger PictureChina & Canada are trying to bypass Trump trade tariffs. This has already failed, and Trump calls out Carney.EU economy is weak and it is getting weaker, there are two paths, one that follows the [CB] agenda the other is Trump economic agenda. Inflation declines again, Gold and Silver are up, Trump’s plan is working, its time to end the endless.The [DS] is now calling for the insurgency to accelerate. Clinton and Obama are now calling on their foot soldiers to push the insurrection against Trump. Trump has put a message to all D’s, lets work together, the optics are very good, the D’s will do this for a short period of time but in the end they will push the insurrection. Once they do this, they lost the people. Timing and optics are very important.   Economy  Carney Cracks: Canada Has ‘No Intention’ Of Pursuing Free Trade Deal With China After Trump Threatens 100% Tariffs To review: right before Davos, Canadian Prime Minister Mark Carney returned from a trip to Beijing and announced a new 5-point ‘strategic partnership’ to ‘diversify our trade partnerships.’ The agreements included slashing tariffs on Chinese EV imports from 100 percent to 6.1 percent for the first 49,000 units, in exchange for China cutting tariffs on Canadian canola from 85 percent to 15 percent until at least the end of the year. Other exports, including Canadian canola meal, lobsters, crabs, and peas will also not be subject to Chinese anti-discrimination tariffs until at least the end of 2026. A week later, Carney told the global elite at Davos resort that the “rules-based order” established by the United States and its allies following WW2 was fraying amid the current rivalry between China and America, so the “middle powers must act together because if we’re not on the table, we’re on the menu.”  Carney said that for their survival, nations should no longer “go along to get along” with Trump.   Canadian Prime Minister Mark Carney says Canada has “no intention” of pursuing a free trade deal with China, after Donald Trump threatened to slap a 100% tariff on Canadian exports if Ottawa “makes a deal” with Beijing.   Source: zerohedge.com Trump Is Right About Europe's Weak Economy: U.S. vs. EU Compared  President Trump argued that Europe's economic stagnation is the result of a self-inflicted “civilizational erasure” driven by reliance on what he calls the “Green New Scam,” which he says has replaced affordable energy with costly and unreliable wind power. He further asserted that unchecked mass migration has strained social infrastructure and altered the continent's cultural identity, while a stifling regulatory environment and excessive government spending have suppressed the innovation needed to compete with the United States. Finally, he accused European nations of freeloading on American security, arguing that their failure to meet NATO defense spending targets over the past 70 years has allowed them to avoid the true costs of national sovereignty at the expense of the American taxpayer. Based on current economic data as of January 2026, the comparison supports Trump's critique. While the United States is experiencing aggressive growth alongside widespread deregulation, Europe remains mired in what can best be described as stabilized stagnation. The United States enters 2026 with inflation at 2.7%, steadily returning toward the 2% target. As in President Trump's first term, strong GDP growth has been paired with relatively modest inflation. Fourth-quarter GDP growth is projected at 5.4%, dwarfing Europe's stagnant 0.2%. For the full year, U.S. growth is expected to reach between 4.3% and 5%, while Europe is projected to manage only about 1.3% to 1.6%. On the labor front, the United States maintains its historical advantage, with unemployment at 4.4% compared to 6.3% in the Eurozone. This low level of unemployment has been achieved despite deep government job cuts that reduced taxpayer costs. While the United States reduced federal spending by $100 billion, European fiscal policy has moved in the opposite direction. The U.S. has moved 1.2 million people off food stamps, while European social safety nets are coming under increased strain from rising living costs. In 2024, the most recent data available, EU social protection spending rose by 7%, far outpacing nominal GDP growth. This imbalance pushed the social expenditure-to-GDP ratio to 27.3% across the bloc, with countries such as France and Austria exceeding 31%, reinforcing the strain caused by rising demand for social welfare. Energy remains far cheaper in the United States, particularly electricity and natural gas, due to abundant domestic production, lower taxes and levies, and reduced reliance on imports, with overall prices about half of Europe's and industrial electricity often as little as one-third. Source: thegatewaypundit.com (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); https://twitter.com/profstonge/status/2015764155580756471?s=20 https://twitter.com/truflation/status/2015770236105138602?s=20 https://twitter.com/WallStreetMav/status/2015647917441183786?s=20 spending problems. Gold is at record highs against every currency, not just the dollar Political/Rights DOGE https://twitter.com/WallStreetMav/status/2015553600106164548?s=20 Geopolitical https://twitter.com/MarioNawfal/status/2015729194270154997?s=20   supply before then. More LNG, more U.S. gas, more renewables… Higher costs baked in. For Brussels this is an irreversible line. After 2027, there's no “going back to normal.” The EU has indeed been importing refined petroleum products from India that originate from Russian crude oil, creating an indirect pathway for Russian oil to enter the European market despite sanctions on direct imports from Russia since December 2022.  This circumvention became prominent after the EU and G7 imposed a price cap on Russian oil, prompting Russia to redirect exports to countries like India and China, where the crude is refined and then resold.    EU officials and analysts have long acknowledged the loophole, which is why recent sanctions packages have targeted it directly. For instance, the EU’s 18th sanctions package in July 2025 banned the import of petroleum products derived from Russian crude processed in third countries, and specifically sanctioned Nayara Energy, an Indian refinery partly owned by Russia’s Rosneft.  The 19th package in October 2025 further tightened measures by sanctioning additional third-country entities, including three in India, for supporting Russia’s circumvention efforts. As a result, major Indian refiners like Reliance Industries have stopped importing Russian crude for certain facilities to comply with these rules and maintain access to EU markets. Russia, meanwhile, continues to adapt by using new middlemen exporters to supply India, aiming to sustain the flow despite the crackdown.  India has not fully stopped importing Russian oil since then, but imports have significantly declined. In 2025, Russia’s share of India’s crude oil imports fell to 33.3% from 36% the previous year, while OPEC’s share rose slightly to 50%.  By December 2025, India dropped to the third-largest buyer of Russian fossil fuels overall, importing €2.3 billion worth that month, with major refiners like Reliance Industries scaling back or halting purchases.    This reduction appears driven by a mix of U.S. tariff pressures, steeper discounts on Russian crude drawing buyers back selectively, and India’s strategic diversification to ensure energy security without fully alienating Russia—a key defense and trade partner. https://twitter.com/KobeissiLetter/status/2015527595975033161?s=20   the CMC Joint Staff Dept: Under investigation for violations 5. Director of CMC Political Work Dept: Removed in 2025 over corruption The US-China rivalry has gone well beyond trade.   The purges depicted in the image of China’s Central Military Commission (CMC) stem from an escalating anti-corruption campaign under Xi Jinping, which has targeted the People’s Liberation Army (PLA) extensively since 2023. This drive is officially framed as rooting out graft, bribery, and disciplinary violations, but analysts widely interpret it as a mechanism for Xi to consolidate power, enforce unwavering loyalty among military leaders, and address systemic issues like incompetence or factional rivalries that could undermine PLA readiness.  The campaign has intensified in 2025-2026, affecting nearly the entire top echelon of the CMC—China’s highest military decision-making body, chaired by Xi himself—leaving it in significant disarray  War/Peace Report: Iran's Khamenei Flees to ‘Fortified' Bunker, Fearing U.S. Strike Following rising concerns over a possible U.S. military strike, Iranian Supreme Leader Ali Khamenei has relocated to a heavily fortified underground compound in Tehran, according to reports, which cited sources close to the regime who revealed his son now oversees day-to-day operations. Source: breitbart.com https://twitter.com/amuse/status/2015828196273303756?s=20 calling it a dream disconnected from reality. The US covers about 68% of NATO defense spending while Europe still misses its 2% commitments. Medical/False Flags [DS] Agenda https://twitter.com/libsoftiktok/status/2015559098847428717?s=20 https://twitter.com/JoeConchaTV/status/2015519543846703552?s=20 If you are preparing a city for an insurrection is this what you do to lower morale, have police quit and this way there is no one to stop the insurgency     In 2024 Minnesota AG Keith Ellison Argued No Right to Carry a Gun at ‘Political Rallies and Protests' In 2024, Minnesota Attorney General Keith Ellison (D) was among 17 AGs who contended there is no right to carry a gun at “political rallies and protests.” The AGs did this in a January 26, 2024, filing in support of upholding California's gun controls for “sensitive places” in a Ninth Circuit case. In the filing, Ellison and the other AGs expressed support for banning the possession of firearms “in crowded places.” The AGs wrote: “Without the power to institute such restrictions, California and other states would be left unable effectively to prevent gun violence in crowded places, around vulnerable populations, or where individuals are exercising other constitutionally protected rights, putting the public at risk.” They emphasized, “Even the perceived risk of gun violence could cause repercussions, as individuals may be discouraged from visiting crowded or confined locations where they know others may be armed.” Source: breitbart.com https://twitter.com/BillClinton/status/2015562744993350135?s=20 Didn’t Bill and Hiliary Violate a Supeona to testify in front of congress, they broke the law, shouldn’t he be in jail. Barack Obama Urges More Street Protests, Blames Trump for Minneapolis Shooting https://twitter.com/BarackObama/status/2015479691147149747?s=20 4700 Q !!Hs1Jq13jV6 ID: a54ff9 No.10644532 Sep 14 2020 11:34:31 (EST) Worth remembering [think what you see today]. https://2009-2017.state.gov/documents/organization/119629.pdf

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The Situation Report for January 23, 2026. President Trump heads to Davos to make the case for purchasing Greenland. Protests continue to rage across Iran. The Supreme Court hears weighs state laws banning transgender women (ie men) from women's sports. And the Trump Administration takes action against sanctuary cities. All this and more from Rep. Crenshaw in just ten minutes.   Developments on Greenland talks   Iranians take to the streets   Supreme Court hears arguments on men in women's sports   President Trump takes action against sanctuary cities and immigrants convicted of fraud   Media Bias Alert: If you didn't watch the Golden Globes, you'll never guess what you missed   The Clintons defy a congressional subpoena   Inflation eases for consumers   Congratulations to the Vance family!   Read of the week: How DEI Caused a Military Recruitment Crisis