Podcasts about investing

In this episode of the Young Dad Podcast, host Jey Young welcomes Gino Barbaro, a multifaceted entrepreneur, author, and family man. Gino shares his journey from restaurant ownership to real estate investing and the importance of building a legacy that encompasses family values and financial literacy. The conversation delves into the concept of money coaching, the impact of generational money patterns, and the significance of understanding one's values in decision-making. Gino emphasizes the need for conscious financial choices and the role of dopamine in consumer behavior. The episode concludes with light-hearted questions in the 'Dad Zone', highlighting the balance between work, family, and personal fulfillment.Chapters00:00 Introduction to Gino Barbaro02:13 Gino's Journey into Entrepreneurship04:40 The Importance of Understanding Money and Patterns09:03 The Role of Values in Financial Decisions11:48 Money Archetypes and Their Impact18:28 Navigating Financial Conversations in Relationships27:20 Emotional Intelligence and Financial Decision Making29:52 Navigating Needs vs. Wants33:22 The Dopamine Chase36:43 Consumerism and Mental Health38:50 The Journey into Mental Health42:48 Building a Happy Family and Legacy45:10 The Dad Zone: Fun and FoodClick the link for YDP deals (Triad Math, Forefathers, and more) - https://linktr.ee/youngdadpod Interested in being a guest on the Young Dad Podcast? Reach out to Jey Young through PodMatch at this link: https://www.joinpodmatch.com/youngdadLastly,consider making a monetary donation to support the Pod, https://buymeacoffee.com/youngdadpod.

Employment Report Solid The Tech disruptors are getting disrupted… Growth vs Value – an abrupt change. Guest – Cullen Roche – Author of the bestselling book – Your Perfect Portfolio.   NEW! DOWNLOAD THE AI GENERATED SHOW NOTES Cullen Roche founded Discipline Funds to help investors obtain access to low fee, diversified portfolios that help them stay the course and meet their financial goals. Cullen's primary areas of expertise include global macro portfolio construction, quantitative risk management, monetary economics, financial accounting and behavioral finance. Prior to establishing his own business, Cullen worked at Merrill Lynch Global Wealth Management where he worked on a team overseeing $500MM+ in assets under management. Upon leaving Merrill Lynch, Cullen managed a private investment partnership which took advantage of reporting irregularities ahead of major corporate events. The strategy generated substantial positive alpha (high risk adjusted returns) without a single negative year of returns from 2005-2011. He formed Orcam Financial Group in 2012 to help better serve the much needed retail space with sophisticated but low fee asset management and financial planning services. Cullen is also a prolific writer. In addition to the weekly musings on his website Pragmatic Capitalism, he is the author of the popular book Pragmatic Capitalism: What Every Investor Needs to Know About Money and Finance as well as “Understanding the Modern Monetary System,” one of the top 10 all-time most downloaded research papers on the SSRN academic research network. He is also the author of the popular white paper “Understanding Modern Portfolio Construction.” He was named one of the “Top Wall Street Economists, Experts and Opinion Leaders” of 2011 by Wall Street Economists and was named one of the “101 Best Finance People” by Business Insider, where he was described as “one of the most influential economic thinkers today.” In 2015, Cullen was named one of the “40 Under 40” most influential people in finance by InvestmentNews. He is regularly cited in the Wall Street Journal, on CNBC and in the Financial Times. His latest book is YOUR PERFECT PORTFOLIO: The Ultimate Guide to Using the World’s Most Powerful Investing Strategies . In that, Roche draws on two decades of experience building investment firms and advising clients to help readers discover the strategy that fits their goals Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE Stocks mentioned in this episode: (INTC), (UEC), (IONQ), (CEG), (OKLO), (NXT)

The jury is still out for many analysts on the outlook for economic growth, inflation and the labor market this year.Some see lots of reasons for concern for the road ahead.Others are much more convinced 2026 is going to be a blockbuster year.Which is more likely?To find out, we have the good fortune to talk today with Dr Anna Wong, Chief U.S. Economist for Bloomberg Economics. Prior to her current role, Anna also worked at the Federal Reserve Board, the White House Council of Economics Advisers, and the U.S. Treasury.Anna and her team started the year quite bullish, seeing many of last year's headwinds turning into tailwinds in 2026.But, in light of recent developments, she's starting to turn more cautious.To find out why, watch this video.Follow Anna on Bloomberg by typing BECO + "Go"Or on X at @AnnaEconomistREGISTER FOR THOUGHTFUL MONEY'S SPRING ONLINE CONFERENCE AT THE EARLY BIRD DISCOUNT PRICE at https://www.thoughtfulmoney.com/conference#gdp #inflation #unemploymentrate _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

We'd love to hear from you. What are your thoughts and questions?In this conversation, Allen Lomax interviews Jose Berlanga, a seasoned real estate investor, about the principles of building lasting wealth through real estate. They discuss the importance of land selection, the unique value of land as an asset, and the cultural and emotional significance of real estate. Jose shares insights on starting small in investments, understanding property potential, and the long-term mindset required for success. The conversation emphasizes that true wealth is built through patience, discipline, and a focus on generational returns.Main Points:Building wealth requires a long-term mindset.Land selection is crucial for real estate success.Real estate can hedge against inflation.Cultural and emotional values influence land investment.Start small and understand your investment objectives.Research local economic trends for better investment decisions.Investing in transitional neighborhoods can yield returns.Risk management is essential in real estate.True wealth is generational, not just financial.Integrity and ethics are vital in real estate.Connect with Jose Berlanga:https://joseberlanga.com/books/https://www.linkedin.com/in/jose-berlanga-900a9518/https://www.facebook.com/authorjoseberlangahttps://www.instagram.com/authorjoseberlanga/

In dieser Deep-Dive-Folge spricht Markus mit Simona Hübl, Co-Founder & CEO von Nejo, über ihren Weg vom VC-Umfeld in die eigene Gründung und warum der Jobmarkt dringend neu gedacht werden muss. Nach mehreren Jahren im Investing stieg sie bewusst aus operativen VC-Rollen aus, um selbst zu gründen. Nach einem Pivot entstand Nejo, eine KI-gestützte Karriereplattform für den DACH-Raum. Simona erklärt, warum klassische Jobplattformen nur einen Bruchteil der verfügbaren Stellen sichtbar machen, weshalb Keyword-Matching oft ins Leere läuft und wie Nejo mit skills-basiertem, transparentem KI-Matching relevantere Ergebnisse ermöglichen will.Production: Hanna Moser Musik (Intro/Outro): www.sebastianegger.com

Sam Bankman-Fried Biography Flash a weekly Biography.Hey folks, its Marc Ellery here on Biography Flash, and yeah, Im an AI-powered host which means I never spill coffee mid-rant or butcher a name like I did with that one Silicon Valley mogul last week, but I still bring the unfiltered truth with a side of sarcasm. Todays flash on Sam Bankman-Fried, the jailed FTX wunderkind whos turning his prison cell into a Twitter war room.In the past few days, SBF has ramped up his pro se push for a new trial, filing motions in Manhattan federal court around February 10th, as reported by Bitcoin Magazine and Investing.com. Hes arguing prosecutors relied on false testimony, hid evidence of FTXs solvency, and rushed the bankruptcy without his okaythink $136 billion in assets by late 2025 valuations, per his X threads cited by Cryptopolitan. No major headlines in the last 24 hours, but BPInsights noted yesterday hes claiming the case twisted facts while he serves that 25-year fraud sentence in California.On social media, hes gone full Hail Mary, tweeting via proxies that he became a Republican in 2022 because Biden bungled crypto and COVID, tagging Trump like a desperate fanboy, according to Protos. Polymarket odds for a pardon hit 22% this week, though its thin at $17k liquidity. Hell even joined the CFTC Innovation Advisory Committee and hyped FTX2.0, sparking a joke token surge, but supporters dream of a crypto comeback. No public appearances or business moveshes locked up, remember?but this media blitz feels like a scripted prison escape plan from his old notes, mocking woke agendas and pitching Tucker Carlson chats.Its classic SBF: eccentric genius or transparent grifter? Either way, its biographical gold, potentially rewriting his fall from $32 billion empire to bunkmate of Diddy.Thanks for listening, hit subscribe to never miss an update on Sam Bankman-Fried, and search Biography Flash for more great biographies. Catch you next time.And that is it for today. Make sure you hit the subscribe button and never miss an update on Sam Bankman-Fried. Thanks for listening. This has been a Quiet Please production."Get the best deals https://amzn.to/42YoQGIThis content was created in partnership and with the help of Artificial Intelligence AI

On this weekend's edition of The Alpha Wealth Hour, Tom Fortino explains how to strike the right balance between protecting your assets and pursuing growth. He also discusses why required minimum distributions (RMDs) shouldn't be treated as a year-end afterthought, and explores how “Trump accounts” and other strategies may play a role in legacy planning. Throw […]

With so much choice on the ASX for building an ETF portfolio, the challenge is in construction. How do you combine ETFs in a way that makes sense for where you are in your investing journey? And how should that mix evolve as your knowledge, confidence and capital grows? In this episode, Tom Stelzer is joined by Daniel Kelly of Viola Private Wealth and Adam Dawes of Shaw and Partners to build three ETF portfolios from the ground up: one for beginners, one for intermediate investors and one for those ready to step into more advanced territory. Starting with low-cost, broad-market exposure ETF options, our panel explores how investors can begin layering in more targeted sector and thematic exposures as their portfolios mature, before heading into sophisticated territory, unpacking geared strategies and listed alternatives, where risk, correlation and portfolio construction become even more critical.  This episode was filmed Wednesday 11th February 2026.

Feb 13, 2026 – The job market is being transformed at breakneck speed by artificial intelligence, but not without challenges and opportunities. Today, on Financial Sense Newshour's Big Picture podcast we explain how millions of tech and...

REGISTER FOR THOUGHTFUL MONEY'S SPRING ONLINE CONFERENCE AT THE EARLY BIRD DISCOUNT PRICE at https://www.thoughtfulmoney.com/conferenceWhile the S&P has hit a new record high this year, it is having a difficult time rising back above 7,000.The technical action is weak, and the 20-Daily Moving Average is in danger of crossing below the 50-Daily Moving Average.Should that indeed happen, it substantially increases the odds of a further material decline.Will the market recover? Or will it roll-over?Portfolio manager Lance Roberts and I discuss the odds, as well as the the recent rise in volatility, the latest CPI inflation data, "financial nihilism", the implications of warmer US-Russia relations, the housing market, and Lance's firm's latest trades.For everything that mattered to markets this week, watch this video.#marketcorrection #volatility #inflation _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

President Donald Trump wants to keep home prices high, bypassing calls to ramp up construction so people can afford what has been a ticket to the middle class. The real estate industry, local officials and apartment dwellers say is needed to fix a big chunk of America's affordability problem. Meanwhile, Megatel received a “no-action” letter from the Securities and Exchange ‌Commission, allowing it to launch the universal payments token helping households earn a portion of the money they had spent.~This episode is sponsored by BTCC~ BTCC 10% Deposit Bonus! ➜ https://bit.ly/PBNBTCCGuest: Zach Ipour, Founder & CEO at Megatel HomesMegatewl Homes website ➜ https://www.megatelhomes.com/MegPrime App ➜ https://megprimepay.com/00:00 intro00:08 Sponsor: BTCC00:46 Recap: Trump Wants Higher Home Prices02:41 Housing Crisis03:05 Affordability03:29 First SEC No Action Letter for Real Estate04:07 How Megatel Homes is cutting costs09:09 Florida Coming Next09:29 Low Mortage Rates10:45 Coldwell Banker is skeptical11:28 Combating skepticism with validation12:12 Trump support?13:26 Closing hundreds of homes14:55 Token launch15:33 A.I. in Real Estate16:20 Market Size potential17:07 outro#Bitcoin #Ethereum #Crypto~Trump DEMANDS Higher Prices!?

Welcome back to the Alt Goes Mainstream podcast.The Goldman Sachs Alternatives Summit “convened leaders across finance, geopolitics, technology, and culture” to discuss themes driving global markets.2025's Alternatives Summit was about “navigating a world in flux,” as the firm's recap of its event noted. The event aimed to help investors cut through the noise and put together the pieces of the puzzle in a dynamic and increasingly complex world. Alt Goes Mainstream joined the event to have unscripted conversations with Goldman Sachs Alternatives leaders to cut through the noise by unpacking key themes and trends at the intersection of private markets and private wealth.In this special series, we went behind the scenes and interviewed six Goldman Sachs Alternatives leaders about their current thinking on private markets and how the firm has built and evolved its private markets capabilities.This conversation was with Jeff Fine, Partner, Global Co-Head of Alternatives Capital Formation within Goldman Sachs Asset Management, with responsibility for capital raising, product strategy, research and investor relations across private equity, private credit, real assets, secondaries, GP stakes and hedge funds/liquid alternatives. Jeff is a member of the Real Estate Investment Committee and Urban Investment Group Investment Committee. Jeffrey is also on the boards of GS Real Estate Investment Trust and GS Real Estate Finance Trust. Previously, he was Global Head of Real Estate Client Solutions for Goldman Sachs Asset Management and a senior real estate investor in the Merchant Banking Division for more than 20 years. Jeffrey joined Goldman Sachs in 2002 in the Merchant Banking Division as an Analyst. He was named Managing Director in 2012 and Partner in 2018. Jeff is Chairman of the Dyson School Advisory Council and a member of the SC Johnson College of Business Leadership Council at Cornell University. He is a member of the Cornell Endowment's Risk, Liquidity, and Operations Subcommittee and the Board of Directors of the Pension Real Estate Association Foundation. Jeffrey is also a member of the Council on Foreign Relations and the Met Council at the Brookings Institution.Jeff and I had a fascinating conversation about the intersection of private markets and private wealth, fundraising trends, and the growing role of insurers and the wealth channel in private markets capital formation. We covered:The evolving private markets landscape.The important role of the product specialist.The impact of AI on investing and what it means for private markets.What it takes to be a great investor.The importance of the value creation process in driving investment value.The future of capital formation in private markets.Thanks Jeff for sharing your wisdom, expertise, and passion about private markets and private wealth. Show Notes01:05 Welcome to the Alt Goes Mainstream Podcast02:08 Jeff Fine's Background and Career Journey03:43 Sophistication in the Market05:05 The Role of Product Specialists07:16 Talent and Resourcing in Asset Management 08:01 The War for Talent in Asset Management09:07 Investment Performance as a Priority10:05 Balancing Origination and LP Demand11:42 Meeting Client Needs in Wealth Channel12:06 Transparency and Risk Communication12:59 Growth in Private Markets18:07 Global Capital and Diversification19:31 Smart Allocation in Private Markets20:58 Private Credit as a Yield Instrument22:23 The Role of Insurance in Private Markets24:33 Customization and Scale in Private Markets28:55 Trends in LP Relationships30:39 Strategic Partnerships and Cost Efficiency31:40 Concerns About Market Valuations32:43 Belief in a Transformative Future35:24 Advice for LPs in Current Market36:21 Conclusion and Final ThoughtsEditing and post-production work for this episode was provided by The Podcast Consultant.

The start of 2026 has been defined by a dramatic shift in market leadership. While the AI-driven tech giants face increasing pressure over massive capital expenditures and industry disruption, a "Great Rotation" is underway. This weekend, we explore the cooling of the tech sector and the heating up of the "Real Economy", specifically the precious metals and energy sectors, where structural supply issues and fiscal stimulus are creating a powerful floor for prices.   Segment 1 & 2 - Kicking off the Weekend Show is Mike Larson, Editor-in-Chief at MoneyShow. Mike discusses recent market trends including the rotation from big tech and AI stocks into real-economy sectors like energy and materials, as well as the ongoing volatility and long-term bullish outlook for precious metals. Click here to learn more about the upcoming MoneyShow in Las Vegas - February 23-25 - https://www.lasvegasmoneyshow.com/?scode=066529   Segment 3 & 4 - Richard Postma (aka "Doc"), wraps up the show to provide a technical analysis of current precious metal charts, forecasting a healthy corrective phase for gold and silver before a continued long-term move higher. Doc highlights specific opportunities in major producers and mid-tier developers like Equinox Gold, Coeur Mining, and Integra Resources, while also discussing his shift toward energy and infrastructure stocks.   If you enjoy the show, be sure to subscribe to our podcast feed (KER Podcast), YouTube channel, and follow us on X for more market commentary and company interviews. Don't forget to subscribe and leave us a review!   For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.  

Jim Kwik's brain health suffered a major setback after a traumatic injury in kindergarten. Labeled "the boy with the broken brain," he believed his intelligence was permanently limited due to learning difficulties, poor focus, and memory issues. This mindset shifted when he discovered a new way to learn and train his brain. In this episode, Jim reveals how he improved his memory, transformed his brain health, and reframed limiting beliefs to unlock limitless potential. In this episode, Hala and Jim will discuss: (00:00) Introduction (01:20) Overcoming the “Broken Brain” Label (07:11) The Shift That Changed How He Learned (16:12) Immigrant Mindset and Inner Strength (21:20) The Science Behind Motivation and Learning (29:36) Myths About Brain Health and Intelligence (34:33) Training Your Memory for Real-World Success (40:46) The B-SUAVE Method for Remembering Names (46:05) How Technology Weakens Brain Performance (52:03) Loving and Training Your Brain Jim Kwik is a world-renowned brain coach, memory expert, and author of the New York Times bestselling book Limitless. With over three decades of experience, he teaches high performers how to improve learning, focus, and brain optimization. Jim is also the host of the top-ranked Kwik Brain podcast, where he explores brain health, cognitive wellness, and mental performance. Sponsored By: Indeed - Get a $75 sponsored job credit to boost your job's visibility at Indeed.com/profiting Shopify - Start your $1/month trial at Shopify.com/profiting. Spectrum Business - Keep your business connected seamlessly with fast, reliable Internet, Advanced WiFi, Phone, TV, and Mobile services. Visit https://spectrum.com/Business to learn more. Northwest Registered Agent - Build your brand and get your complete business identity in just 10 clicks and 10 minutes at northwestregisteredagent.com/paidyap Framer - Publish beautiful and production-ready websites. Go to Framer.com/profiting and get 30% off their Framer Pro annual plan. Quo - Run your business communications the smart way. Try Quo for free, plus get 20% off your first 6 months when you go to quo.com/profiting Working Genius - Take the Working Genius assessment and discover your natural gifts and thrive at work. Go to workinggenius.com and get 20% off with code PROFITING Experian - Manage and cancel your unwanted subscriptions and reduce your bills. Get started now with the Experian App and let your Big Financial Friend do the work for you. See experian.com for details. Huel -  Get all the daily nutrients you need with Huel. Grab Huel today and get 15% OFF with my code PROFITING at huel.com/PROFITING. Resources Mentioned: Jim's Book, Limitless: bit.ly/-Limitles  Jim's Podcast, Kwik Brain: bit.ly/KB-apple  Jim's YouTube: youtube.com/c/JimKwik  Jim's Instagram: instagram.com/jimkwik/?hl=en  YAP E385 with Jim Kwik: youngandprofiting.co/E385  The 7 Habits of Highly Effective People by Stephen R. Covey: bit.ly/-7Habits  The Power of Positive Thinking by Norman Vincent Peale: bit.ly/TPoPT  Think and Grow Rich by Napoleon Hill: bit.ly/-TaGR  Active Deals - youngandprofiting.com/deals  Key YAP Links Reviews - ratethispodcast.com/yap YouTube - youtube.com/c/YoungandProfiting Newsletter - youngandprofiting.co/newsletter  LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ Social + Podcast Services: yapmedia.com Transcripts - youngandprofiting.com/episodes-new  Entrepreneurship, Entrepreneurship Podcast, Business, Business Podcast, Self Improvement, Self-Improvement, Personal Development, Starting a Business, Strategy, Investing, Sales, Selling, Psychology, Productivity, Entrepreneurs, AI, Artificial Intelligence, Technology, Marketing, Negotiation, Money, Finance, Side Hustle, Startup, Mental Health, Career, Leadership, Mindset, Health, Growth Mindset, Biohacking, Manifestation, Life Balance, Self-Healing, Positivity, Happiness, Sleep, Diet

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What if financial independence isn't about retiring early — but about controlling your time right now? In this episode of the BiggerPockets Money Podcast, hosts Mindy Jensen and Scott Trench sit down with Brian Herriot — millionaire in his 40s, now managing a $3 million portfolio, and author of Time Freedom — to talk about redefining what financial independence really means. Brian shares how he built wealth, why he shifted his focus from net worth to time control, and how entrepreneurship, investing, and spending habits all play a role in designing a life you don't want to escape from. They dive into: The mindset shift from “early retirement” to “time freedom” How Brian grew from $1M to a $3M portfolio The life events that reshaped his financial goals Why flexible work can accelerate financial independence The connection between entrepreneurship and freedom Investing strategies that align with your life vision The overlooked importance of relationships in business Health insurance, risk management, and real-world FIRE challenges Work-life balance and building a sustainable version of success If you're pursuing FIRE, building wealth, or questioning whether early retirement is actually the goal — this conversation will challenge how you think about money. To go beyond the podcast: Kick start your financial independence journey with our FREE financial resources Subscribe on YouTube for even more content Connect with us on social media to join the other BiggerPockets Money listeners Connect with Brian Herriot: Website: https://timefreedom.life/ Buy Brian's New Book ‘Time Freedom': https://timefreedom.life/book/ Learn more about your ad choices. Visit megaphone.fm/adchoices

On episode 229 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Nathaniel Horwitz and Sam Koppelman of Hunterbrook to discuss: how investigative journalism can be an edge in investing, the Sable Offshore story, how Sphere is changing entertainment, and much more! This episode is sponsored by Invesco. Visit https://Invesco.com/fixedincome to learn more about their comprehensive fixed income solutions and how they can help strengthen your portfolio's foundation. Sign up for The Compound Newsletter and never miss out: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thecompoundnews.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Arunima Sinha, from the U.S. and Global Economics team, discusses how an upcoming Supreme Court decision could reshape consumer prices, retail margins and the inflation outlook in 2026.Read more insights from Morgan Stanley.----- Transcript -----Arunima Sinha: Welcome to Thoughts on the Market. I'm Arunima Sinha from Morgan Stanley's U.S. and Global Economics Teams.Today: How a single Supreme Court ruling could change the tariff math for U.S. consumers.It's Friday, February 13th at 10am in New York.The U.S. Supreme Court is deciding whether the U.S. president has legal authority to impose sweeping tariffs under IEEPA. That decision could come as soon as next Friday. IEEPA, or the International Emergency Economic Powers Act, is the legal backbone for a significant share of today's consumer goods tariffs. If the Supreme Court limits how it can be used, tariffs on many everyday items could fall quickly – affecting prices on the shelf, margins for retailers, and the broader inflation outlook.As of now, effective tariff rates on consumer goods are running about 15 percent, and that's based on late 2025 November data. And that's quite a bit higher than the roughly 10 percent average, which we're seeing as tariffs on all goods. In a post IEEPA scenario, we think that the effective tariff rate on consumer goods could fall to the mid-11 percent range.It's not zero, but it is meaningfully lower.An important caveat is that this is not going to be eliminating all tariffs. Other trade tools – like Section 232s, which are the national security tariffs, Section 301s, the tariffs that are related to unfair trade practices – would remain in place. Autos and metals, for example, are largely outside the IEEPA discussion.The main pressure point we think is consumer goods. IEEPA has been used for two major sets of tariffs. The fentanyl-related tariffs on Mexico, Canada, and China, and the so-called reciprocal tariffs applied broadly across trading partners. And these often stack on top of the existing tariffs, such as the MFN, the Most Favored Nation rates, and the section 301 duties on China that were already existing before 2025.The exposure is really concentrated in certain categories of consumer goods. So, for example, in apparel and footwear, about 60 percent of the applied tariffs are IEEPA related. For furniture and home improvement, it's over 70 percent. For toys, games, and sporting equipment, it's more than 90 percent. So, if the IEEPA authority is curtailed, the category level effects would be meaningful.There are caveats, of course. The court's decision may not be all or nothing. And policymakers could turn to alternative authorities. One example is Section 122, which allows across the board tariffs for up to 15 percent for 150 days. So, tariffs could just reappear under different tools. But in the near term, fully replacing IEEPA-based tariffs on consumer goods may not be straightforward, especially given ongoing affordability concerns.So, how does that matter for the real economy? There are two key channels, prices and margins. On prices we estimate that about 60 percent of the tariff costs are typically passed on to the consumers over two to three quarters, but it's not instant. Margins though could respond faster. If companies get cost relief before they adjust prices downwards, that creates a temporary margin tailwind. That could influence hiring, investment and earnings across retail and consumer supply chains.Over time, lower tariffs could also reinforce that broader return to core goods disinflation starting in the second quarter of this year. And because tariff driven inflation has weighed more heavily on the middle- and lower-income households, any eventual price relief could disproportionately benefit those groups.At the end of the day, this isn't just a legal story. It is a timing story. If IEEPA authority is curtailed, the arithmetic shifts pretty quickly. Margins move first, prices follow later, and the path back to goods disinflation could accelerate. That's why this is one ruling worth watching before the gavel drops.Thanks for listening. If you enjoy the show, please leave us a review wherever you listen and share thoughts on the market with a friend or colleague today.

Discover why inflation is lower than expected.  Are you on track for financial freedom...or not? Financial freedom is a combination of money, compounding and time (my McT Formula). How well you invest can make the biggest difference to your financial freedom and lifestyle. If you invested well for the long-term, what a difference it would make because the difference between investing $100k and earning 5 percent or 10 percent on your money over 30 years, is the difference between it growing to $432,194 or $1,744,940, an increase of over $1.3 million dollars. Your compounding rate, and how well you invest, matters!  INVESTING IS WHAT THE BE WEALTHY & SMART VIP EXPERIENCE IS ALL ABOUT - Invest in digital assets and stock ETFs for potential high compounding rates - Receive an Asset Allocation model with ticker symbols and what % to invest -Monthly LIVE investment webinars with Linda 10 months per year, with Q & A -Private VIP Facebook group with daily community interaction -Weekly investment commentary -Extra educational wealth classes available -Pay once, have lifetime access! NO recurring membership fees. -US and foreign investors are welcome -No minimum $ amount to invest -Tech Team available for digital assets (for hire per hour) For a limited time, enjoy a 50% savings on my private investing group, the Be Wealthy & Smart VIP Experience. Pay once and enjoy lifetime access without any recurring fees. Enter "SAVE50" to save 50%here: http://tinyurl.com/InvestingVIP Or set up a complimentary conversation to answer your questions about the Be Wealthy & Smart VIP Experience. Request an appointment to talk with Linda here: https://tinyurl.com/TalkWithLinda (yes, you talk to Linda!). SUBSCRIBE TO BE WEALTHY & SMART Click Here to Subscribe Via iTunes Click Here to Subscribe Via Stitcher on an Android Device Click Here to Subscribe Via RSS Feed LINDA'S WEALTH BOOKS 1. Get my book, "3 Steps to Quantum Wealth: The Wealth Heiress' Guide to Financial Freedom by Investing in Cryptocurrencies". 2. Get my book, "You're Already a Wealth Heiress, Now Think and Act Like One: 6 Practical Steps to Make It a Reality Now!" Men love it too! After all, you are Wealth Heirs. :) International buyers (if you live outside of the US) get my book here. WANT MORE FROM LINDA? Check out her programs. Join her on Instagram. WEALTH LIBRARY OF PODCASTS Listen to the full wealth library of podcasts from the beginning.  SPECIAL DEALS #Ad Apply for a Gemini credit card and get FREE XRP back (or any crypto you choose) when you use the card. Charge $3000 in first 90 days and earn $200 in crypto rewards when you use this link to apply and are approved: https://tinyurl.com/geminixrp This is a credit card, NOT a debit card. There are great rewards. Set your choice to EARN FREE XRP! #Ad Protect yourself online with a Virtual Private Network (VPN). Get 3 MONTHS FREE when you sign up for a NORD VPN plan here.  #Ad To safely and securely store crypto, I recommend using a Tangem wallet. Get a 10% discount when you purchase here. #Ad If you are looking to simplify your crypto tax reporting, use Koinly. It is highly recommended and so easy for tax reporting. You can save $20, click here. Be Wealthy & Smart,™ is a personal finance show with self-made millionaire Linda P. Jones, America's Wealth Mentor.™ Learn simple steps that make a big difference to your financial freedom.  (This post contains affiliate links. If you click on a link and make a purchase, I may receive a commission. There is no additional cost to you.)  

Jeff and Jason, from the Investing Unscripted podcast, stop by the show for some general investment banter. Decent laughs, hopefully some smart thoughts, and a fun convo. Hope y'all enjoy!Sponsorship InformationThank you to ⁠⁠⁠⁠Trata⁠⁠⁠⁠ for sponsoring the show.If you're listening to this podcast, you'll like Trata. Trata is buyside to buyside conversations on individual stocks. Trata makes finding a bull or bear on any stock as easy as clicking two buttons. Over 125 funds globally contribute that collectively cover 2000+ tickers. Trata raised over $3mm coming out of Y Combinator. Before you would track 13Fs, now you can understand what funds are actually thinking. You can join as a lurker or you can join as a contributor and Trata will pay you hundreds of dollars per call. For a free trial, go to ⁠⁠⁠⁠trytrata.com/brew⁠⁠⁠⁠ OG Sponsor Shoutout!Thank you to ⁠⁠⁠⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠⁠⁠⁠ for sponsoring the show. DISCOUNT INFO: If you use the affiliate link ⁠⁠⁠⁠⁠⁠⁠⁠⁠fiscal.ai/brew⁠⁠⁠⁠⁠⁠⁠⁠⁠, you will automatically get 2 weeks of Fiscal Pro for Free and if you find that you want to upgrade, my link will get you 15% off any paid plans. About ⁠⁠⁠⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠⁠⁠⁠ is the complete modern data terminal for global equities.The ⁠⁠⁠⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠⁠⁠⁠ platform combines a powerful user experience with all the financial data capabilities that professional investors need. Users get up to 20 years of historical financials for all stocks globally that they can easily chart, compare, or export into their own models. And unlike legacy data terminals where it can take hours or even days, ⁠⁠⁠⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠⁠⁠⁠'s data is updated within minutes of earnings reports. ⁠⁠⁠⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠⁠⁠⁠ also tracks all the company-specific Segment & KPI data so you don't have to. Like to track Amazon's Cloud Revenue? They've got it.How about Spotify's premium subscribers? Or Google's quarterly paid clicks?They've got all of it.

Feb 13, 2026 – After a dramatic surge to a record 50,000 on the Dow, investors are suddenly rethinking where the market goes next. Is the era of technology-led growth over, or is the new leadership just beginning to unfold in unexpected...

Feb 13, 2026 – Financial Sense Newshour's Jim Puplava interviews energy expert Robert Rapier about the rising demand and controversy surrounding AI, including the proliferation of data centers and their impact on the U.S. power grid...

In this week's episode of the Rich Habits Radar, Robert Croak and Austin Hankwitz cover the Dow Jones Industrial Average hitting 50K, January's top notch job numbers, and the rise of the AI agent ie OpenClaw.

In episode 55 of Wake Up to Wealth, Brandon Brittingham interviews Austine Cheviron, who brings over 21 years of experience in the real estate industry. Austine shares his journey from a young investor to a top-producing agent and team leader, and eventually into coaching and training.Tune in for valuable insights on managing money and enhancing your financial literacy. SOCIAL MEDIA LINKSBrandon BrittinghamInstagram: https://www.instagram.com/mailboxmoneyb/Facebook: https://www.facebook.com/brandon.brittingham.1/Austine ChevironInstagram: https://www.instagram.com/austincheviron_official/Facebook: https://www.facebook.com/austin.cheviron/LinkedIn: https://www.linkedin.com/in/austin-cheviron/WEBSITESBrandon Brittingham: https://www.brandonsbrain.org/homeAustine Cheviron: https://www.austincheviron.com/==========================SUPPORT OUR SPONSORS:Rocketly: https://rocketly.ai/Accruity: https://accruity.com/

Thematic investing is increasingly shaping how investors interpret markets heading into 2026, as artificial intelligence, geopolitical fragmentation, and infrastructure constraints intersect across the global economy.Jay Jacobs, Head of U.S. Equity ETFs at BlackRock, joins Oscar to discuss why mega forces are becoming harder to ignore—and harder to diversify away from—than in past market cycles. Their conversation explores how AI investing is evolving from a growth narrative into one focused on usage intensity, how national security considerations are reshaping the definition of defense, and why physical infrastructure is emerging as a critical market constraint.Key insights include:· Why thematic investing is gaining relevance alongside sector and style frameworks· How AI usage intensity reframes the AI investment conversation· Where infrastructure and energy constraints may influence adoption timelines· How geopolitical fragmentation is expanding the definition of defense· Why overlapping mega forces may shape market outcomes into 2026Key moments in this episode:00:00 Introduction to Thematic Investing in 2026: AI and Market Forces00:40 The Rise of Thematic Investing01:43 Deep Dive into AI's Market Impact05:22 Understanding Token Consumption07:55 Evaluating AI Investments11:12 Geopolitical Fragmentation and Defense13:51 Infrastructure's Evolving Role16:42 Future of AI and Broader Implications18:38 Conclusion and Final Thoughts Thematic investing, AI investing, Capital markets, Infrastructure, Megaforces, Stock market trends, Geopolitical fragmentation, Defense spendingSources: iShares Thematic Outlook, 2026This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to any company or investment strategy mentioned is for illustrative purposes only and not investment advice. In the UK and non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. For full disclosures, visit blackrock.com/corporate/compliance/bid-disclosures.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Welcome in. All kinds of good stuff for you to listen to this week. Some of them include: Let's make "Can Share" a thing. It's not a true IPA unless it was shipped via a boat. Cambria tangent. A closing in Sacramento. Mermaid tangent. Sierra Pale can never rebrand. Do you still have a Whale Beer? A GetIt at Adobe Creek Brewing! Closing a Florida beer place. Investing in the beer community. Chew has a Pliny The Younger adventure! Scotty B: Beer Judge. This and more! download HOSTED BY: Nick, Rad Stacey, Mikey MUSIC BY: Sunburns and Paul From Fairfax. BEER AND SHOW-RELATED LINKS: SUPPORT THE SHOW AND BECOME A GOLDEN GOD! Subscribe to the show on Apple Podcasts. You can also find us on Spotify and most podcast players. Perfect Pour's YouTube Channel. VOICEMAIL/TEXT LINE: 559-492-0542 Drop Us a Line: perfectpourpodcast@gmail.com. Join our Discord Channel! Send Postcards or Samples to us: The Perfect Pour – co Mike Seay 2037 W. Bullard Ave #153 Fresno, CA 93711 Mikey's newsletter: Drinking & Thinking. Check this!: Mikey's Dorky Amazon Storefront.  

In this episode of the Real Estate Pros Podcast, host Michelle Kesil interviews Alex Pal, owner of Pal Capital Group. Alex shares insights into his journey in real estate investment, focusing on his business model, strategies for success, and the importance of cash flow. He discusses the challenges of scaling a real estate business, the significance of partnerships, and offers valuable advice for new investors. The conversation also touches on market trends and the future of real estate investment.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., breaks down the recent software selloff and the broader AI scare trade.Inflation is cooling.Jobs are stable.Earnings are holding up.Yet parts of software are trading as if AI is about to eliminate entire business models.Does that make sense?Chapters:00:00 Welcome + Disclaimer00:40 Software Selloff vs AI Boom02:20 Inflation Cooling: CPI, Break-evens, Rates03:55 Jobs & Wages: Stability vs AI Fears07:00 Zillow: Growth in a Flat Market08:10 Airbnb: Global Growth + AI Tailwinds08:45 The AI Scare Trade11:05 Bonds Calm, Stocks Volatile12:10 If AI Wins: Model Layer + Zoom's Anthropic Upside15:50 What Flips the Narrative: CapEx, Valuations, Retention, Buybacks19:05 Positioning: Earnings Up, Prices Down20:55 Closing: AI Expands Software, Not Shrinks ItWe cover macro signals, earnings from Zillow and Airbnb, headline-driven AI panic across industries, why credit markets look far calmer than equities, and the asymmetric upside in model-layer winners.AI is transformative. But transformation does not automatically mean extinction.When narrative and fundamentals diverge, opportunity can emerge.—Hosted by:Sean Emory — Founder & Chief Investment Officer, Avory & Co.https://www.avory.xyzQuestions: team@avoryco.comPodcast: Around the DeskYouTube: @AvoryCo—Disclaimer:This content is for informational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Opinions expressed are as of the recording date and are subject to change. We may hold positions in companies discussed. Investing involves risk, including loss of principal. Please conduct your own research or consult a licensed financial advisor before making any investment decisions.© 2026 Avory & Co. All rights reserved.

In this episode of The Friday Habit, host Mark Labriola II interviews Greg Stevens, an executive coach and expert in conflict resolution. They discuss the importance of managing emotions in difficult conversations, the journey to understanding and repairing incomplete relationships, and the skills necessary for effective communication. Greg shares insights from his experiences and his book, 'Build New Bridges: The Art of Restoring Impossible Relationships,' emphasizing the need for self-awareness and accountability in both personal and professional relationships. The conversation also touches on performance reviews and how to approach them constructively, as well as the significance of closure in relationships.

Host Brian Walsh takes up ImpactAlpha's top stories with Jessica Pothering, Dennis Price and Roodgally Senatus. Up this week: Jessica reports from Cape Town on how Africa's mining industry is leveraging global demand for critical minerals; Dennis shares takeaways from his panel at the Urban Institute on what's next for place-based investing (12:15); and, Roody reports from Philadelphia on Kensington residents are fostering neighborhood revival without gentrification and displacement (20:15).Story links:"Demand for critical minerals creates new opportunities to put Africa first," by Jessica PotheringDennis' Urban Institute panel."In Philadelphia, Kensington Corridor Trust demonstrates a neighborhood-led model of revival without displacement,” by Roodgally Senatus

Gus Wenner, chairman of Rolling Stone and son of the magazine's legendary founder, has spent years balancing the brand's print heritage with its digital transformation. On this week's Mixed Signals, Ben and Max talk with Wenner about his new holding company, Wenner Media Ventures, and why he thinks algorithms  disrespect audiences. They also discuss the venture's investment in the hit video series Track Star, his defense of Rolling Stone's most provocative journalism, and his potential future media investments.

This week, we break down evidence of a quiet Main Street re-acceleration, exploding market dispersion, AI-driven shifts in correlations, why passive strategies are being disrupted, and where capital is rotating across real assets, rates, and global markets. Enjoy! — FollowTyler: https://x.com/Tyler_Neville_ Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx Join us at Digital Asset Summit 2026 in NYC March 24-26th! Use code FORWARD200 for $200 OFF! https://blockworks.co/event/digital-asset-summit-nyc-2026 __ Weekly Roundup Charts: https://drive.google.com/file/d/19aYbTDngy8hRXMYUNNxZId3oM8AsfBjv/view?usp=sharing — Grayscale offers more than 30 different crypto investment products. Explore the full suite at grayscale.com. Invest in your share of the future. Investing involves risk and possible loss of principal. https://www.grayscale.com/?utm_source=blockworks&utm_medium=paid-other&utm_campaign=brand&utm_id=&utm_term=&utm_content=audio-forwardguidance Coinbase crypto-backed loans, powered by Morpho, enable you to take out loans at competitive rates using crypto as collateral. Rates are typically 4% to 8%. Borrow up to $5M using BTC as collateral and up to $1M using ETH as collateral. Manage crypto-backed loans directly in the Coinbase app with ease. Learn more here: https://www.coinbase.com/onchain/borrow/get-started?utm_campaign=0126_defi-borrow_blockworks_FG&marketId=0x9103c3b4e834476c9a62ea009ba2c884ee42e94e6e314a26f04d312434191836&utm_source=FG — Timestamps: 00:00 Intro 05:28 Main Street Re-Accelerating? 12:23 Ads (Grayscale) 13:04 AI CapEx Is Breaking Correlations (RIP Passive?) 19:55 Exploding Dispersion & Capital Rotation Plays 23:32 Retail vs Hedge Funds: Who's Crowded? 32:08 Ads (Grayscale, Coinbase) 33:43 Crowded Trades & Atoms vs Bits 39:50 AI Bottlenecks & Real Asset Rotation 50:02 Bitcoin, Crypto & Risk Appetite Check — Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #macro #investing #markets #stocks #stockmarket

Thursday's harsh selling took major indexes down as much as 2%, hurt by worries of AI substitution in many industries. CPI looms as the holiday weekend approaches.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.(0128-0226) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

From new cancer drugs to batteries and robotics – China's top-tier growth companies are forging paths of their own rather than following in the west's footsteps. Investment manager Sophie Earnshaw names companies that have caught her eye and explains why being a long-term stock picker differs in China from elsewhere. Background:Sophie Earnshaw is a decision-maker on our China Equities Strategy and joint manager of the Baillie Gifford China Growth Trust. In this conversation, she tells Short Briefings… host Leo Kelion about a select group of Chinese companies breaking new ground, supported by the state's efforts to become self-sufficient in more of today's critical technologies and a leader in some of those of the future. Earnshaw also details how the “phenomenal rate” at which companies are born, scale and die in the country makes stock-picking a challenging task – making the access we have to company leaders, academics and other local expertise core to our mission of finding the best firms to invest in on behalf of our clients. Portfolio companies discussed include:- CATL – the battery maker whose products power electric vehicles worldwide and increasingly support the renewable energy sector- BeOne and Innovent Biologics – pharmaceutical firms developing the next generation of cancer drugs - AMEC and NAURA – semiconductor equipment makers enabling China to develop increased self-reliance in computer chips - Alibaba, ByteDance and Tencent – China's ‘big tech' companies, whose artificial intelligence tools are becoming embedded into people's daily lives- MiniMax – the AI startup rolling out video and agentic tools at a fraction of the cost of western counterparts- Horizon Robotics – the automated driving tech provider with its eye on an even bigger opportunity. Resources:Baillie Gifford podcastsChina: a tale of two storiesChina investment strategy hub (institutional clients only)House of HuaweiPrivate investor forum 2025: investing in great growth companiesTrip notes: on the road with Baillie Gifford China Growth Trust  Companies mentioned include:AlibabaAMECASMLBeOneByteDanceCATLHorizon RoboticsInnovent BiologicsJiangsu HengruiHuaweiMiniMaxSamsungNAURATencentTSMCXiaohongshu Timecodes:00:00  Introduction01:55   Joining the China Equities Strategy02:40  Intense competition04:00  The government's influence06:10   CATL, the electrification champion08:45  Investing with a 5-year time horizon10:25   Shanghai office, local expertise11:45   Regulations and geopolitics14:30   China's next Five-year Plan16:15   Innovent Biologics' new cancer drugs18:10   Lower-cost clinical trials19:45   Being selective in semiconductors21:25   Investing in chip equipment makers23:00  China's ‘big tech and AI'25:10   MiniMax making AI like ‘tap water'27:45  The road to robotics29:35  A market you can't ignore30:30  Book choice Glossary of terms (in order of mention): Third plenum: a major policy meeting of China's ruling Communist Party, often used to set big economic/political direction.Sovereign bond issuance: The government raising money by selling bonds (IOUs) to investors.Opportunity set: the range of investable companies available to choose from.Capex: capital expenditure – money spent on long-term assets like factories, equipment, or data centres.Fiscal deficit target: how much more the government plans to spend than it collects in revenue (taxes plus other income), expressed as a share of the economy.GDP: gross domestic product – the total value of goods and services a country produces in a year.Market capitalisation: the total value of a company's shares (share price × number of shares).ESG: environmental, social and governance – how a company manages environmental impact, people issues, and corporate oversight.Large-form batteries: big battery packs used in things like electric vehicles and grid storage.Energy storage systems: large batteries that store electricity for later use (helping balance the grid).Generic drugs: copies of medicines whose patents have expired; usually cheaper, same active ingredient.Bi-specific (bispecific) drugs: drugs designed to bind to two targets at once (often to direct immune cells to cancer).ADC drugs: antibody–drug conjugates – antibodies that deliver a toxic payload to cancer cells.Out-licensing: selling rights to your drug/technology to another company (often for upfront + milestone payments).EUV machines: extreme ultraviolet lithography equipment used to make the most advanced chips.Foundry: a factory business that manufactures chips for other companies.Etch and deposition: steps in chipmaking – etch removes material to form patterns, deposition adds thin layers.Picks and shovels: a metaphor for companies that sell essential tools to an industry (rather than end products).Digitalisation: moving processes and services from offline to software and data-driven systems.Compute: the processing power (chips and servers) used to train/run AI.Large language model (LLM): an AI trained on lots of text to generate and understand language.Margins: how much profit a company makes per pound/dollar of revenue (after costs).Cloud business: selling computing power/storage/software over the internet instead of on a local machine.Algorithm layer: the method or software logic that makes the AI work (as distinct from the hardware).Gross margin: revenue minus direct costs (before overheads), a rough measure of product profitability.Assisted driving: features that help a driver (lane-keeping, adaptive cruise control, etc) but don't fully replace them.Autonomous driving: a car driving itself with minimal or no human input.Software attachment rate: the percentage of customers who add paid software features and/or subscriptions.

Interview with Nolan Peterson, CEO of Atlas SaltOur previous interview: https://www.cruxinvestor.com/posts/atlas-salt-tsxvsalt-developer-targets-north-americas-30-40-de-icing-salt-supply-gap-8975Recording date: 5th February 2026North America faces a growing crisis in road salt supply that most investors have overlooked. While the US$26 billion global salt market operates largely beneath public awareness, severe winter weather across the northeastern United States and Canada has exposed a structural deficit that has persisted for decades. Atlas Salt (TSXV:SALT) is developing the Great Atlantic Salt Project in western Newfoundland—the continent's first new salt mine in nearly 30 years—to address this critical infrastructure gap.The North American deicing road salt market imports 8-10 million tons annually to meet demand that domestic production cannot satisfy. Existing mines date predominantly from the mid-20th century, with operations beginning between 1906 and 1982. These aging facilities operate at depths of 500-600 meters, often beneath lakes, requiring high operating costs and substantial capital expenditures. Regulatory challenges and thin historical margins have prevented new mine development despite growing demand from population growth, expanded road networks, and increased vehicle numbers.Atlas Salt's competitive advantage stems from its shallow 200-meter deposit depth, which allows access via horizontal drift rather than expensive vertical shaft construction. Located just three kilometers from an existing port facility, the project gains direct access to Atlantic Ocean shipping lanes and the eastern seaboard market. The simplified production process requires only mechanical crushing of 96% grade salt—no chemical processing, tailings, or refining—enabling two-month environmental assessment approval.At full production capacity of 4 million tons annually, Atlas would need to capture only 30-40% of current import volumes, targeting non-cyclical government customers legally mandated to purchase salt for road safety. The market's inelastic demand was demonstrated in January 2026 when Ontario spot prices surged from $65-75 per ton to over $190 during severe winter conditions. CEO Nolan Peterson emphasizes the dual investment appeal: "We are working with lenders who view this as investing into an airport or power plant—something that has long-term sales baked in because you're selling your product to governments, citizens and people."View Atlas Salt's company profile: https://www.cruxinvestor.com/companies/atlas-saltSign up for Crux Investor: https://cruxinvestor.com

LISTEN and SUBSCRIBE on:Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608 Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i WATCH and SUBSCRIBE on:https://www.youtube.com/@WatchdogOnWallstreet/featured  After decades exposing corruption on Wall Street and in government, this may be the most disturbing story yet. From newly released Epstein documents to alleged global connections among political elites, media, and powerful institutions, we break down the claims, controversies, and unanswered questions. Why isn't mainstream media covering it? Why are governments silent? And what happens when corruption reaches the highest levels of power? Viewer discretion advised.

LISTEN and SUBSCRIBE on:Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608 Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i WATCH and SUBSCRIBE on:https://www.youtube.com/@WatchdogOnWallstreet/featured  A major shift in U.S. climate policy is sparking fierce debate. With the repeal of the EPA's greenhouse gas endangerment finding, critics and supporters are clashing over science, environmental protection, and economic impact. Chris breaks down the history of climate regulation, the Supreme Court's role, and what this means for conservation, energy policy, and the future of environmental rules.

LISTEN and SUBSCRIBE on:Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608 Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i WATCH and SUBSCRIBE on:https://www.youtube.com/@WatchdogOnWallstreet/featured  School violence is rising — and so are difficult questions about youth mental health, medical treatment, and public policy. Are we addressing root causes or avoiding uncomfortable conversations? This episode explores the data, the debate around medical interventions for minors, and why critics say society may be failing vulnerable young people.

In this episode of The Milk Road Show, John Gillen breaks down what's really happening beneath the surface. Is this simply the four-year cycle playing out, or are broader macro forces driving this selloff? We dive into liquidity conditions, inflation data, capital flows, and the growing disconnect between price and fundamentals. While sentiment is collapsing, institutions are making moves. BlackRock is entering DeFi through Uniswap, Goldman Sachs holds significant crypto exposure, and onchain activity continues to grow.~~~~~⁠⁠⁠⁠⁠⁠⁠⁠

Welcome back to the Alt Goes Mainstream podcast.The Goldman Sachs Alternatives Summit “convened leaders across finance, geopolitics, technology, and culture” to discuss themes driving global markets.2025's Alternatives Summit was about “navigating a world in flux,” as the firm's recap of its event noted. The event aimed to help investors cut through the noise and put together the pieces of the puzzle in a dynamic and increasingly complex world. Alt Goes Mainstream joined the event to have unscripted conversations with Goldman Sachs Alternatives leaders to cut through the noise by unpacking key themes and trends at the intersection of private markets and private wealth.In this special series, we went behind the scenes and interviewed six Goldman Sachs Alternatives leaders about their current thinking on private markets and how the firm has built and evolved its private markets capabilities.This conversation was with Michael Bruun, Global Co-Head of Private Equity within Goldman Sachs Asset Management. He is a member of the Goldman Sachs Asset Management International Management Committee, Asset Management (AM) Private Equity Investment Committee, AM Growth Equity Investment Committee, AM Sustainable Investing Investment Committee, Asset & Wealth Management Inclusion and Diversity Council and is a member of the Goldman Sachs Firmwide Client Franchise Committee. In 2021, Michael was named Head of EMEA Private Equity within Goldman Sachs Asset Management and from 2019 to 2021, he was Head of Private Equity and Growth Equity investing for India. Michael joined the Merchant Banking Division in 2010 and worked in London and New York. Prior to that, he was a member of the Nordic Mergers & Acquisitions team in the Investment Banking Division (IBD), after initially joining IBD in 2005. Michael joined Goldman Sachs as an Analyst in the Fixed Income, Currency and Commodities Division in 2004. He was named Managing Director in 2013 and partner in 2016. Michael serves on the boards of Advania, Kahoot!, LRQA, Norgine, Synthon and Trackunit. He is a founding partner of the Human Practice Foundation in Denmark and a trustee in the UK. Michael earned a BA in Economics from the University of Copenhagen.Michael and I had a fascinating conversation about private equity, today's investing environment, the hardest part about investing today, and how product innovation is impacting private equity's market structure. We discussed:How investors can approach allocating to private equity today.The toolkit required to generate returns in private equity.The importance of network and operating partners in value creation.How new product innovation and new structures like evergreens and continuation vehicles are changing growth equity and private equity. The importance of understanding macro in a new world order of geopolitics and a new world order of investing.The skillsets that investors need to have to be a good investor in today's investing environment.The hardest part about investing today. Thanks Michael for sharing your wisdom, expertise, and passion about private equity. Show Notes00:56 Welcome to the Alt Goes Mainstream Podcast02:04 Michael Bruun's Background and Career02:31 Evolution of Private Equity03:14 Impact of Market Changes on Private Equity03:43 Operational Value Creation04:50 Importance of Value Creation Resources05:33 Driving EBITDA Growth06:04 Goldman's Value Acceleration Resources07:18 Focus on Data and AI08:27 AI in Different Sectors11:22 Goldman's Investment Strategy14:28 Scale and Capital in Private Equity15:40 Co-Investments and Evergreen Vehicles18:11 Flexibility in Private Markets23:53 Navigating Volatility24:59 Post-Investment Operations25:23 Goldman Sachs Engineering26:05 Future of Private Equity27:39 CEO AI Academy28:01 Conclusion and Final ThoughtsEditing and post-production work for this episode was provided by The Podcast Consultant.

MacroVoices Erik Townsend & Patrick Ceresna welcome, Alex Gurevich. They'll discuss, fixed income, energy, precious metals, the Japanese Yen, and Alex's new book just released on Amazon. https://bit.ly/4tzXAdi   Buy Alex's new book 'The Next Perfect Trade' available on Amazon

PREVIEW FOR LATER TODAY Guest: Jack Burnham. Beijing displays confidence in its maturing nuclear arsenal, publicly showcasing a full triad and investing in land silos and tactical weapons. 1962

Our Global Head of Fixed Income Research Andrew Sheets explains how key market indicators reflect a constructive view around the global cyclical outlook, despite a volatile start to 2026.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Global Head of Fixed Income Research at Morgan Stanley. Today I'm going to talk about the unusual alignment of a number of key indicators. It's Thursday, February 12th at 2pm in London. A frustrating element of investing is that any indicator at any time can let you down. That makes sense. With so much on the line, the secret to markets probably isn't just one of a hundreds of data series that a thousand of us can access at the push of a button. But many indicators all suggesting the same? That's far more notable. And despite a volatile start to 2026 with big swings in everything from Japanese government bonds to software stocks, it is very much what we think is happening below the surface. Specifically, a variety of indicators linked to optimism around the global cyclical outlook are all stronger, all moving up and to the right. Copper, which is closely followed as an economically sensitive commodity, is up strongly. Korean equities, which have above average cyclicality and sensitivity to global trade is the best performing of any major global equity market over the last year. Financials, which lie at the heart of credit creation, have been outperforming across the U.S., Europe, and Asia. And more recently, year-to-date cyclicals and transports are outperforming. Small caps are leading, breadth is improving, and the yield curve is bear steepening. All of these are the outcomes that you'd expect, all else equal, if global growth is going to be stronger in the future than it is today. Now individually, these data points can be explained away. Maybe Copper is just part of an AI build out story. Maybe Korea is just rebounding off extreme levels of valuation. Maybe Financials are just about deregulation in a steeper yield curve. Maybe the steeper yield curve is just about the policy uncertainty. And small cap stocks have been long-term laggards – maybe every dog has its day. But collectively, well, they're exactly what investors will be looking for to confirm that the global growth backdrop is getting stronger, and we believe they form a pretty powerful, overlapping signal worthy of respect. But if things are getting better, how much is too much. In the face of easier fiscal, monetary, and regulatory policy, the market may focus on other signposts to determine whether we now have too much of a good thing. For example, is there signs of significant inflation on the horizon? Is volatility in the bond market increasing? Is the U.S. dollar deviating significantly from its fair value? Is the credit market showing weakness? And do stocks and credit now react badly when the data is good? So far, not yet. As we discussed on this program last week, long run inflation expectations in the U.S. and euro area remain pretty consistent with central bank targets. Expected volatility in U.S. interest rates has actually fallen year-to-date. The U.S. dollar's valuation is pretty close to what purchasing power parity would suggest. Credit has been very stable. And better than expected labor market data on Wednesday was treated well. Any single indicator can and eventually will let investors down. But when a broad set of economically sensitive signals all point in the same direction, we listen. Taken together, we think this alignment is still telling a story of supportive fundamental tailwinds while key measures of stress hold. Until that evidence changes, we think those signals deserve respect. Thank you as always, for your time. If you find Thoughts on the Market useful, let us know by leaving a review wherever you listen. And also tell a friend or colleague about us today.

Too many people think inside the box when it comes to buying real estate. And honestly, it's not their fault. For most of our lives, banks, lenders, and even well-meaning family members have conditioned us to believe there is only one acceptable path to owning a piece of real estate. So on this episode of Investing in Real Estate, I'm going to walk you through some of my favorite creative financing methods you can use to start or build your portfolio. These are creative financing secrets the banks will NEVER bring up, even though they're completely legal and legitimate.

In this episode of Storage Wins, Alex Pardo shifts the focus from mindset to mechanics—helping Dan Wentzel move from belief to clarity. Together, they define Dan's freedom number, break down what he actually wants self-storage to do for his family, and start building the buy box that will guide every decision moving forward.   This is where vague goals get replaced with real numbers. Where "someday" turns into a deadline. And where most aspiring investors realize the thing holding them back isn't opportunity—it's clarity.      You'll Learn How To: Identify your true "freedom number" and why it matters Decide whether cash flow, equity, or both should drive your first deal Build a clear buy box that eliminates distractions and wasted time Understand why knowing your personal numbers is non-negotiable Gain confidence by aligning strategy with your actual lifestyle goals     What You'll Learn in This Episode: [0:00] Introduction [3:25] Why Season 2 shifts from mindset to mechanics [6:01] How confidence erodes when offers don't turn into deals [10:14] The critical question: what do you want self-storage to do for you? [12:08] Cash flow vs. equity—and why most people confuse the two [20:45] The wake-up call: not knowing your numbers is a problem [23:49] Defining the $25,000/month freedom number [30:29] How to build a buy box that actually filters deals [37:40] Why lack of clarity leads to burnout and quitting [41:15] Facility size, markets, and why "bigger isn't always better" [54:07] Active vs. passive investing—and choosing the right role       Who This Episode Is For: Aspiring storage investors overwhelmed by too many options Listeners who've taken action but feel scattered or stuck Anyone unclear on what success actually looks like financially People ready to replace hope with a concrete plan   Why You Should Listen: Most investors don't fail because of lack of effort—they fail because they never define what they're aiming for. This episode forces clarity around money, lifestyle, goals, and deal criteria so every future action has direction.   If you've ever said "I just want financial freedom" without knowing what that actually means in dollars, this episode will change how you think—and how you move.     Follow Alex Pardo here: Alex Pardo Website: https://alexpardo.com/ Alex Pardo Facebook: https://www.facebook.com/alexpardo15 Alex Pardo Instagram: https://www.instagram.com/alexpardo25 Alex Pardo YouTube: https://www.youtube.com/@AlexPardo Storage Wins Website: https://storagewins.com/     Have conversations with at least three active storage owners, brokers, private lenders, or equity partners inside the Storage Wins Facebook Group. Join for free here: https://www.facebook.com/groups/322064908446514/

The most successful entrepreneurs are wired to hustle and chase financial success first—believing freedom, fulfillment, and happiness will eventually follow. After building an 8-figure business, today's guest knew something had to change. Once he upgraded his mindset, he was able to build a life around the things that got him out of the grind and allowed him to enjoy the wealth he created.Pablo Della's entrepreneurial journey is as compelling and remarkable as any you'll hear. From growing up poor in Argentina to building and scaling Vimerson Health to the wildly successful consumer brand it is today, Pablo has a fresh perspective on what success looks like after achieving financial independence.In this episode, Pablo reflects on the seasons of entrepreneurship and shares how he bet on himself, trusted his work ethic, hustle mentality, and intuition to achieve what every entrepreneur wants—wealth and freedom.In this episode, you'll learn: ✅ Why Pablo believes that spending money on experiences generate a real return on happiness, time, and quality of life that goes beyond ROI.✅ How Pablo evaluates the true cost-benefit of flying private—and why the math looks different once you factor in time, energy, and opportunity cost.✅ Why Pablo believes inflation isn't accidental, and how that belief shapes his long-term view on money, Bitcoin and wealth.Show Notes: LifestyleInvestor.com/277Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Feb 12, 2026 – FS Insider interviews Dr. Alan D. Thompson, creator of The Memo, one of the world's leading AI newsletters, as he discusses the newly announced Genesis Mission—the U.S. government's largest-ever AI data initiative, rivaling...

Today's guest predicted -- years in advance -- the shift away from globalization towards nationalism by the world's major countries.With nationalist leaders rising to power over recent years, and the US officially declaring at Davos last month that "globalization has failed", what does he see coming next?To find out, let's ask the man himself.We're very fortunate to sit down again today with Michael Every, global strategist at Rabobank.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comFollow Michael at https://www.rabobank.com/knowledgeOr on X at @TheMichaelEvery#mercantilism #globalization #geopolitics _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

If we want to fix food, we have to fix the institutions shaping what our kids eat every day. Public schools are effectively the largest restaurant chain in America, serving 30 million children. For many of them, school meals account for half of their daily calories. And yet, a majority of those calories still come from ultra-processed food. On this episode of The Dr. Hyman Show, I sit down with Nora LaTorre, CEO of Eat Real, to talk about why the school cafeteria may be the most powerful lever we have to reverse the childhood health crisis—and why change is already happening faster than most people think. Watch the full conversation on YouTube or listen wherever you get your podcasts. Today we discuss: • Why school food policy affects your family • How removing added sugar from school menus can change focus, behavior, and long-term health • Why school lunch participation rises when districts upgrade to real food • How changing school procurement reshapes local farms and food systems • What you can do as a parent to influence your district In less than two years, Eat Real–partnered districts are proving that real food can scale across red states, blue states, rural communities, and major cities. When procurement changes, farms change, and when menus change, our children have a better chance to thrive. View Show Notes From This Episode Get Free Weekly Health Tips from Dr. Hyman https://drhyman.com/pages/picks?utm_campaign=shownotes&utm_medium=banner&utm_source=podcast Sign Up for Dr. Hyman's Weekly Longevity Journal https://drhyman.com/pages/longevity?utm_campaign=shownotes&utm_medium=banner&utm_source=podcast Join the 10-Day Detox to Reset Your Health https://drhyman.com/pages/10-day-detox Join the Hyman Hive for Expert Support and Real Results https://drhyman.com/pages/hyman-hive This episode is brought to you by Pique, Korrus, Qualia, BON CHARGE, BIOptimizers and Maui Nui. Secure 20% off your order plus a free starter kit at piquelife.com/hyman.   Upgrade your lighting. Enjoy 15% off at korrus.com/drhyman. Go to qualialife.com/hyman and use code HYMAN at checkout for an extra 15% off. Upgrade your routine. Head to boncharge.com/hyman and use code DRMARK for 15% off. Head to bioptimizers.com/hyman and use promo code HYMAN at checkout to save 15%. Learn more about the health benefits of venison and how to get yours, head over to mauinuivenison.com/hyman. (0:00) The health crisis facing children and the role of schools (1:26) Dr. Hyman's personal connection with Nora LaTorre (2:00) The burden of chronic disease and diet's impact on children's health (3:32) Systemic food industry issues and transforming public school cafeterias (7:35) Success stories in school nutrition and mental health concerns (11:06) Long-term impacts of poor diet and research on sugar reduction (15:32) Overcoming challenges in the school food system (23:18) Cost myths of healthy eating and improving school food quality (27:22) Economic benefits and performance impacts of real food in schools (31:07) Nutrition's role in children's behavior and quick dietary change benefits (35:07) Expanding real food programs and empowering advocacy (41:24) Educating families and key food policy initiatives (46:34) Legislation efforts for healthier school meals (49:00) Eliminating ultra-processed foods and the public school role (57:04) Addressing nutrition myths and powerful system change levers (1:01:53) Investing in school meals and underrated family health habits (1:03:29) Policy changes and the impact of real food on kids' futures (1:05:05) Hope for food system change and fixing food to fix health issues (1:07:53) Getting involved with Eat Real and Food Fix Uncensored (1:10:30) Closing remarks, social media plugs, and sponsor gratitude

Most people struggle with personal finance not because they're bad with money, but because they don't know where their money actually goes. When finances lack visibility, control becomes impossible. In the first episode of The Money Reset series, presented by Experian, Hala Taha breaks down the link between financial awareness and wealth control. Featuring insights from trusted finance experts like Dave Ramsey, Suze Orman, and Jade Warshaw, this episode exposes common money blind spots and shows how to gain clarity so you can take back control of your financial life. In this episode, Hala will discuss: (00:00) Introduction (01:45)  How Fear Shapes Our Relationship with Money (04:41) Rational vs. Irrational Money Fears (06:53) Taking Control of Your Finances (09:07) Making Intentional Financial Choices (11:51) How to Identify Where Your Money Is Going (17:28) Spending With Awareness and Intention (20:21) The Meaning Behind Financial Goals (23:10) Taking Responsibility for Your Finances Experian is a global data and technology company that collects and analyzes financial data to help people and businesses understand and manage their finances. Through tools like subscription cancellation and bill negotiation, Experian scans linked accounts for recurring charges, helps cancel unused subscriptions, and works to find better rates on eligible bills. They help put money back in your pocket. Get started with the Experian App today. See experian.com for details. Sponsored By: Experian: Put money back in your pocket by canceling unwanted subscriptions and lowering eligible recurring bills. Get started with the Experian App. See experian.com for details. Resources Mentioned: YAP E261 with Farnoosh Torabi: youngandprofiting.co/E261 YAP E380 with Jade Warshaw: youngandprofiting.co/E380  YAP E200 with Suze Orman: https://youngandprofiting.co/E200  YAP E344 with Dave Ramsey: https://youngandprofiting.co/E344  YAP E299 with Jean Chatzky: https://youngandprofiting.co/E299 YAP E245 with Tori Dunlap: https://youngandprofiting.co/E245  YAP E220 with Ramit Sethi: https://youngandprofiting.co/E220  Active Deals - youngandprofiting.com/deals  Key YAP Links Reviews - ratethispodcast.com/yap YouTube - youtube.com/c/YoungandProfiting LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ Social + Podcast Services: yapmedia.com Transcripts - youngandprofiting.com/episodes-new  Disclaimer: This episode is a paid partnership with Experian. Sponsored content helps support our podcast and continue bringing valuable insights to our audience. Entrepreneurship, Entrepreneurship Podcast, Business, Business Podcast, Self Improvement, Self-Improvement, Personal Development, Starting a Business, Strategy, Investing, Sales, Selling, Psychology, Productivity, Entrepreneurs, AI, Artificial Intelligence, Technology, Marketing, Negotiation, Money, Finance, Side Hustle, Startup, Mental Health, Career, Leadership, Mindset, Health, Growth Mindset, Wealth, Stock Market, Scalability, Investment, Financial Freedom, Risk Management, Financial Planning, Business Coaching, Finance Podcast, Saving