Podcasts about investing

Welcome to the debut episode of The Holy Grail of Investing, a new podcast from Tony Robbins and Christopher Zook, inspired by their #1 New York Times bestselling book. In this premier conversation, we sit down with Robert F. Smith, Founder, Chairman, and CEO of Vista Equity Partners, to explore how he built one of the most successful private equity firms in the world with over $100 billion in assets under management.   Smith shares the story behind Vista's rise, how engineering principles inform his investment philosophy, and the how AI is impacting technology companies and creating extraordinary efficiencies. Watch this episode now on YouTube at @TonyRobbinsLive Learn more at www.TheHolyGrailofInvesting.com and www.CAZInvestments.com   "The Holy Grail of Investing podcast is about more than just investing—it's about giving listeners a front-row seat to how some of the world's greatest investors think,” said Tony Robbins. “These conversations usually happen behind closed doors, and now we are making them available to a much broader audience—even those just starting to explore private market opportunities.”  Hosted by Tony Robbins and investor Christopher Zook, this new podcast offers rare, behind-the-scenes conversations with legendary private market investors—exploring not just how they invest, but why they do what they do.

Investing in Gold: Smart Move or Mistake? and Will Entry-Level Jobs Disappear? Should you own gold? How much should you own? Fiduciary financial advisor Wes Moss breaks down the data and shares his take on investing in gold to help you determine if it belongs in your portfolio. Also, the CEO of a major AI company recently said that 50% of all entry-level white collar jobs will go away over the next 1-5 years. Could this prediction be right? It's possible. Wes explains what may happen and what we can do about it. Plus, Christa shares your #AskWes questions and Wes gives his take. All this and more on the June 3, 2025, Ask an Advisor episode of the Clark Howard podcast. Submit your questions at clark.com/ask. We hope you enjoy our weekly Ask An Advisor episodes, in which Christa and Wes discuss investing and retirement savings in depth. Let us know what you think in the comments! Learn more about Wes:  Wes Moss, CFP® Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode Description:James reconnects with entrepreneurs Michael and Kass Lazerow, whose journey spans selling Golf.com for $24 million, launching and pivoting Buddy Media into a $700 million Salesforce acquisition, and now investing in breakout brands like Liquid Death. This episode isn't about startup clichés—it's about emotional resilience, firing with kindness, how marriage can (barely) survive co-founding, and how to spot a trend before the world does.They break down their “Go Gauge,” the six-part test they use before investing in a company. They talk about the trauma of being betrayed by family. And they reveal the surprisingly simple cheat codes they've used to keep building—and keep loving each other—across decades of risk. Whether you're building a business, looking for one good idea, or wondering what failure really feels like behind closed doors—this episode will give you a few new answers.What You'll Learn:Why transparency—not optimism—is a founder's best crisis toolThe six traits every idea needs to pass their “Go Gauge”How to fire someone with empathy and still tell them the truthWhat to do when your startup fails and the investors vanishWhy the best startup strategy might be launching a pizza shopTimestamped Chapters:[00:00] Bacon, milkshakes, and a first meeting[03:00] The Golf.com collapse and family betrayal[07:30] The psychology of failure and the will not to quit[12:00] Buddy Media's pivot: from Facebook games to SaaS[15:00] Why failure sucks—but trends are your friend[21:00] Surviving marriage while surviving a startup[26:00] Emotional awareness, therapy, and not “shining the turd”[33:00] The $500M pizza truck startup fail[38:00] The truth about hiring, firing, and reorganizing[44:00] The death of venture capital—and rise of bootstrapping[50:00] Investing in pets, ice cream, and par-3 golf[54:00] Why Liquid Death is a billion-dollar brand[57:00] The Go Gauge: 6 filters for a fundable idea[01:02:00] Friendship, failure, and why they finally wrote the bookAdditional Resources:

Our Thematics and U.S. Economics analysts Michelle Weaver and Arunima Sinha discuss how American consumers are planning to spend as they consider tariffs, inflation and potential new tax policies. Read more insights from Morgan Stanley.----- Transcript -----Michelle Weaver: Welcome to Thoughts on the Market. I'm Michelle Weaver, U.S. Thematic and Equity strategist.Arunima Sinha: And I'm Arunima Sinha from the Global and U.S. Economics Teams.Michelle Weaver: Today – an encouraging update on the U.S. consumer.It's Tuesday, June 3rd at 10am in New York.Arunima, the last couple of months have been challenging not only for global markets, but also for everyday people and for individual households; and we heard pretty mixed information on the consumer throughout earning season. Quite a few different companies highlighted consumers being more choiceful, being more value oriented. All this to say is we're getting a little bit of a mixed message.In your opinion, how healthy is the U.S. consumer right now?Arunima Sinha: So, Michelle, I'm glad we're starting with the sort of up upbeat part of the consumer. The macro data on the consumer has been holding up pretty well so far. In the first quarter of [20]25, consumer spending has actually been running at a similar pace as the first quarter of [20]24. Nominal consumption spending grew 5.5 percent on a year-on-year basis. Goods were up almost 4 percent. Services were up more than 6 percent.So, all of that was good. What our takeaway was that we had a lot of strength in good spending, and that did probably reflect some of the pull forward on the back of tariff news. But that pace of growth suggests that there is an aggregate consumer. They have healthy balance sheets, and they're willing to spend.And then what's driving that consumption growth from our point of view. We think that labor market compensation has been running at a pretty steady pace so far. So more than 5.5 percent quarterly analyzed. PCE inflation has been running at just over 3 percent. And so even though equity markets did see some greater volatility, they didn't seem to impact the consumer at least in the first quarter of data. And so, we've had that consumer in a pretty good shape.But with all of this in the background, we know, tariffs have been in the news, and tariff fears have weighed heavily on consumer sentiment. But then tariff headlines have also become more positive lately, and consumers might be feeling more optimistic. What's your data showing?Michelle Weaver: So that really depends on what data you're looking at. We saw a pretty big rebound in consumer sentiment if you look at the Conference Board survey. But then we saw flat sentiment, when you look at the University of Michigan survey. These two surveys have some different questions in them, different subcomponents.But my favorite way to track consumer sentiment is our own proprietary consumer survey, which did show a pretty big pickup in sentiment towards the economy last month. And we saw sentiment rebound significantly for both conservatives and liberals.So, this wasn't just a matter of one political party, you know, having a change of opinion. Both sides did see an improvement in sentiment. Although consumer sentiment for conservatives improved off a much higher base. The percent of people reporting being very concerned about tariffs also fell this month. We saw that move from 43 percent to 38 percent after the reduction in tariffs on China. So, people are, you know, concerned a little bit less there. And that's been a really big thing people are watching.Arunima Sinha: Feeling better about the news is great. Are they actually planning to spend more?Michelle Weaver: So encouragingly we did also see a big rebound in consumers short term spending outlooks in the survey. 33 percent of consumers expect to spend more next month and 17 percent expect to spend less.So that gives us a net of positive 16 percent. This is in line with the five-year average level we saw there, and up really substantially from last month's reading of 5 percent. So, 5 percent to 16 percent. That's a pretty big improvement.We also saw spending plans rise across all income groups. though we did see the biggest pickup for higher income consumers and that figure moved from 12 percent to 31 percent. Additionally, we saw longer term spending plans – so what people are planning to spend over the next six months – also improve across all the categories we look at.Arunima Sinha: And were there any specific changes about how the consumers were responding to the tariff headlines?Michelle Weaver: Yeah, so people reported pulling forward some purchases, due to fear of tariff driven price increases. So, people were planning for this, similarly to what we saw with companies. They were doing a little bit of stockpiling. Consumers were doing this as well. So, our survey showed that over half of people said they accelerated some purchases over the past month to try and get ahead of potential tariff related price increases.And this did skew higher among upper income consumers. The categories that people cited at the top of the list for pull forward are non-perishable groceries, household items. So, both of those things you need in your day-to-day life. And then clothing and apparel as well, which I thought was interesting. But that's been one thing that's been in the news a lot that's heavily manufactured overseas.So, people were thinking about that. And this does align overall with our March survey data, where we asked what categories people were most concerned about seeing price increases. So, their behavior did line up with what they were concerned about in March.Arunima, your turn on tariffs now. The reason tariffs have been on consumer's minds is because of what they might mean for price levels and inflation. Throughout earning season, we heard a lot of companies talking about raising prices to offset the cost of tariffs. What has this looked like from an economist's perspective? Has this actually started to show up in the inflation data yet?Arunima Sinha: So not quite yet, and that's something that, as you might expect, we're tracking very, very closely. So, one of the things that our team did was to think about which types of goods or services were going to be impacted by inflation. And so, we think that that first order effects are going to be on goods. And we think that the effects could start to show up in the May data, but we really see that sequential pace of inflation starting to step up starting June. And then in our third quarter inflation estimate, we see that number peaking for the year. So, in the third quarter, we think that core PCE inflation number is going to be about 4.5 percent Q1-Q analyzed.Michelle Weaver: And then aside from tariffs and inflation, how are people going to be affected by a fiscal policy, specifically the tax bill that just passed the house?Arunima Sinha: So, the house version of the bill has government spending reductions that can be quite regressive for different cohorts of the consumer. So, we have, reductions around the Medicaid program, cuts to the SNAP program as well as possible elimination of the income driven loans repayment plans. So, all of these would have a pretty adverse impact on the lower income and the middle-income consumers.This could be – but will likely not be fully offset by the removal of taxes, on tips and overtime. And then on the other side, the higher income consumers could benefit from some of that increase in SALT caps. But overall, the jury is still out on how the aggregate consumer will be affected.Michelle Weaver: So, taking this all into account, the effects of fiscal policy, of tariff policy, of labor market income – what's your overall outlook on U.S. consumption for the rest of the year?Arunima Sinha: So, we recently published our mid-year outlook for U.S. economics and our forecast for consumption spending over 2025 and [20]26 does see the consumer slowing. And this is really due to three factors. The first is on the back of those greater tariffs and the uncertainty around them and the fact that we have slowing net immigration, we're going to be expecting a slowdown in the labor market. As the pace of hiring slows, you have a slower growth in labor market income. And that really is the main driver of aggregate consumption spending. And then as we talked about, we are expecting that pass through of higher tariffs into inflation, and that's going to impact real spending. And then finally the uncertainty around tariffs, the volatilities and equity markets could weigh on consumer spending; and may actually push the upper income cohorts, the big drivers of consumption spending in the economy, to have higher precautionary savings.And so, with all of that, we see our nominal consumption spending growth slowing down to about 3.9 percent by the end of this year.Michelle Weaver: Well a little unfortunate to wrap up on a more negative note, but we are seeing, you know, mixed messages – and some more positive data in the near term, at least. Arunima, thank you for taking the time to talk.Arunima Sinha: Thanks so much for having me, Michelle.Michelle Weaver: And thank you for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen to the show and share the podcast with a friend or colleague today.

Bitcoin treasury companies are multiplying fast—some with billions in backing, others chasing quick gains. Today's episode examines who's funding these firms, how the Michael Saylor playbook is evolving, and whether we're watching the rise of a sustainable trend or the start of a new crypto bubble. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/@TheBreakdownBW Subscribe to the newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blockworks.co/newsletter/thebreakdown⁠⁠⁠⁠⁠⁠⁠⁠⁠ Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownBW Grayscale offers more than 20 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. To learn more, visit Grayscale.com -- https://www.grayscale.com//?utm_source=blockworks&utm_medium=paid-other&utm_campaign=brand&utm_id=&utm_term=&utm_content=audio-thebreakdown)

Want To Invest In The First Luxury Landscape Resort in Miami?Join Our Private Investor List HEREConnect with Steve:IG: @stevelturkConnect with Ben:IG: @iambenwolff LinkedIn: https://www.linkedin.com/in/ben-wolff/Want To Quit Your Job In The Next 6-18 Months Through Buying Commercial Real Estate & Small Businesses?

Steve Forbes warns the U.S. Senate to remove the "Revenge Tax," an onerous markets-focused levy that would end up as Section 899 of the Federal Tax Code, from the Big Beautiful Bill currently being considered.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Rebecca McLean, Executive Director of the National REIA, joins us to share key insights from REIA groups nationwide. We discuss generational investing trends, evolving wholesaling laws, and the biggest challenges investors face in 2025. From rising interest rates to regulatory shifts, this episode offers a national pulse on today's real estate market.

Jun 2, 2025 – Curious about the new "big, beautiful (tax) bill" making its way through Congress? Jim Puplava and tax expert Dan Pilla dive into the new legislation, where it currently stands, and some of the implications it has for tax policy...

Download the “65 Investment Terms You MUST Know to Reach Your Financial Goals” for FREE by going to https://TodaysMarketExplained.com/  In this Market Check-In, Chris and Brian unpack the latest shifts in the global financial markets, spotlighting domestic equities' rebound and the growing momentum of international stocks. They dive into the impact of Nvidia's blockbuster earnings on the AI-driven tech rally, analyze commodity fluctuations, and explore how tariffs, rate expectations, and geopolitical shifts are shaping investor sentiment. Plus, they tackle key macroeconomic indicators and the behavioral pitfalls investors face in volatile environments.In this episode, Chris and Brian discuss:1. Asset Class Rankings and Market Leadership Changes2. Nvidia Earnings and AI Investment Trends3. Federal Reserve Interest Rate Outlook and Inflation Data4. Durable Goods, Consumer Confidence, and Jobless ClaimsFollow us here to see short videos of all our best investing tips:TikTok: https://www.tiktok.com/@todaysmarketexplained  Instagram: https://www.instagram.com/TodaysMarketExplainedYouTube: https://www.youtube.com/@todaysmarketexplained Facebook: https://www.facebook.com/TodaysMarketExplainedTwitter: https://twitter.com/PodcastTMEWebsite: https://todaysmarketexplained.com/ DISCLAIMER:This podcast is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov

“I have seen all the works that are done under the sun; and, behold, all is vanity and a chasing after wind.” – Ecclesiastes 1:14Life is full of pursuits and ambitions, each one pressing for our attention. Like a collage, the individual pieces may not make sense until we step back and see the bigger picture. Today, we're talking about the gift of perspective—and how viewing our lives through an eternal lens can change everything.Zooming Out with EcclesiastesIf there's one book in the Bible that invites us to zoom out and take an honest look at life, it's Ecclesiastes. It's raw, reflective, and unafraid to ask big questions: What's really worth pursuing? What has lasting value? What are we building—and why?Our new study, Wisdom Over Wealth, explores the book of Ecclesiastes with these questions in mind. It helps us see how financial wisdom fits into the broader story of a life lived for God. I'll tell you how to get your copy in a moment.In our everyday financial lives, it's easy to be consumed by the immediate—this week's bills, that investment opportunity, or the looming tax deadline. Every issue seems urgent. But what if, instead of focusing on just one puzzle piece, we looked at how it fits into the whole? What if we could pull back and see our finances as part of a much bigger story?That's the gift of perspective. It lifts us out of the weeds and helps us see clearly. When we understand how our financial choices connect to our spiritual priorities, we begin making wiser, more intentional decisions.The Danger of Disconnected WealthEcclesiastes invites us to take a mile-high view of not just our money but life itself. The Preacher, on whom this book is based, says he has seen all the works done “under the sun” and found them to be vanity, a chasing after the wind. Not because work or wealth are bad, but because when they become our ultimate goals, they leave us empty.That's a message we need in a culture that constantly tells us to buy more, earn more, and do more. But Ecclesiastes points out that it's all meaningless if disconnected from God's purposes.Wealth as a Tool, Not a GodThis doesn't mean that wealth is meaningless—far from it. When we view money through a biblical lens, we understand that it's not something to be worshiped or hoarded. It's a tool to be used for God's Kingdom purposes. When stewarded wisely, wealth can be used for incredible good: to bless others, to support ministry, and to bring glory to God.That's where Ecclesiastes speaks into stewardship. It reminds us that we don't truly own anything. Everything we have is entrusted to us by God. We're stewards, not owners—and that changes everything.It changes how we think about earning, saving, giving, and even retiring. It redirects our focus from accumulation to impact. Instead of asking, “How much can I gain?” we begin to ask, “How can I use what I have to reflect God's character?”That's the heart of biblical stewardship—living with open hands, trusting God as our provider, and using what we've been given for His glory.The Value of ContentmentEcclesiastes also teaches us something else that's crucial for our financial lives: contentment. The writer encourages us to enjoy our work, to appreciate what we have, and to find joy in the simple gifts of life. It's a call to be present, to stop comparing, and to stop chasing.Whether we're in a season of plenty or a season of little, contentment helps us stay grounded. It reminds us that peace isn't found in having more—it's found in walking with God, where we find lasting peace no matter our financial situation.So, how do we begin to cultivate this perspective? How do we step back and see our finances in light of God's larger story?Start by asking some honest questions: “What truly matters to me?” “What do I want my financial legacy to be?” “How can I reflect God's values in how I manage His money?”When you pause to reflect, you begin to see money not as the end goal, but as a resource to be used wisely and generously. Perspective leads to peace because it ultimately leads us back to God. It frees us from the endless striving and invites us into a deeper trust in His provision.Introducing Wisdom Over WealthThat's why we're so excited to make our new study, Wisdom Over Wealth, available to you. Through the book of Ecclesiastes, this study can help you gain the clarity and confidence you need to steward your finances with purpose.This month, when you give a gift of $35 or more, we'll send you Wisdom Over Wealth as our thank you. Just visit FaithFi.com/wisdom to request your copy today.On Today's Program, Rob Answers Listener Questions:I'm thinking of putting some money into a fixed, indexed annuity that's tied to a NASDAQ FC index. What do you think of this product? I recall you mentioning something about reviewing agencies and their ratings.I have two mortgages on investment properties. Is this a good season to scale up my investments, or should I pay them off right now?Resources Mentioned:Faithful Steward: FaithFi's New Quarterly Magazine (Become a FaithFi Partner)Wisdom Over Wealth: 12 Lessons from Ecclesiastes on Money (Pre-Order)Look At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.

In this episode of Yet Another Value Podcast, host Andrew Walker speaks with Darren McLean of Muddy Waters about investing in the mining sector. Darren shares how informational edges and a deep understanding of data can yield outsized returns in a space often overlooked by generalists. They discuss the inefficiencies in mining markets, the value of unconventional data analysis, and why mining offers compelling alpha for those willing to do the work. Darren also explores the evolution of mining capital, the brain drain in the industry, and the outsized rewards of discovering and developing world-class assets. Tune in to uncover the realities of resource investing and how expertise can change the game. _________________________________________[00:00:00] Andrew introduces podcast and Darren McLean[00:03:15] Why Darren sees alpha in mining[00:04:50] Examples of unconventional data collection[00:07:46] Darren discovers major inefficiency firsthand[00:10:23] Lack of diligence in asset qualification[00:15:51] The post-China supercycle mining collapse[00:20:57] Why mining offers inevitable investment returns[00:24:03] The Bre-X scandal and manipulation[00:27:42] Why supermajors avoid early-stage projects[00:31:26] When site visits are essential[00:38:47] Brain drain and generational void in mining[00:39:18] Can generalists invest in mining successfully?[00:43:17] Montage Gold: A re-rate case study[00:46:17] Value of strong reputations and strategic entry[00:51:13] Darren's track record and strategy success[00:53:36] Why mining gives clear investment feedbackLinks:Yet Another Value Blog: https://www.yetanothervalueblog.com See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

Send us a textFortunes have been made, and some lost, investing in stocks, bonds, gold, even real estate. But never has anyone lost money improving their knowledge and experience as an investor. No where is this more true than Multifamily Real Estate. Join Pat for a look at 5 ways to build your real estate investing knowledge base and one that is guaranteed to make you a better investor.

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/featuredSocialism isn't coming to America—it's already here, dressed in a tailored suit and collecting a $30 million paycheck. In this episode of Watchdog on Wall Street, we take a hard look at how corporate giants like General Motors are bending the knee to whichever political wind is blowing—left, right, or upside down.Mary Barra plays the DC game like a pro, flipping from Trump's tariffs to Biden's EV mandates and back again, all while pocketing billions in subsidies and government favors. Is this capitalism? Or is it state-controlled cronyism wrapped in red tape?We connect the dots between appeasement economics, taxpayer-funded bailouts, and the revolving door of political power that's dictating how American businesses run. From tariffs to tax credits, climate goals to corporate virtue signals—this is the true cost of letting Washington call the plays.Because when CEOs take orders from politicians, we're not in a free market anymore. We're in something else entirely. Tune in. www.watchdogonwallstreet.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/featuredJPMorgan CEO Jamie Dimon just dropped a warning shot at Washington—and it's one politicians better take seriously.This episode dives into:-A dire forecast: bond market instability that could trigger the next financial meltdown-Why the so-called “big beautiful bill” might send inflation into overdrive-The growing national debt, runaway spending, and bipartisan failure to act-Dimon's takedown of green energy handouts, stagnant wages, and immigration dysfunctionGet ready for real talk on carried interest, SALT deductions, and why blaming boogeymen won't fix the economy. www.watchdogonwallstreet.com

Washington is reportedly demanding countries put forward their best trade talk offers by tomorrow as the reciprocal tariffs deadline of 8 July draws nearer. The EU has responded saying it will push for tariff cuts with the U.S. in meetings scheduled this week. The bloc has repeated its threats of counter-measures should an agreement fail to be reached. We hear from German Steel Association head Gunnar Groebler who says American companies are also being affected by the levies. And in the UK, Prime Minister Keir Starmer has promised the largest sustained increase in defence spending since the end of the Cold War. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Starting a business with your best friend might sound like a recipe for disaster to many entrepreneurs. But for Krista Williams and Lindsey Simcik, that's exactly how their journey into entrepreneurship began. With just a $15 recorder and a tiny closet, they launched Almost 30, a podcast that quickly grew from a side hustle to a thriving business. In this episode, Krista and Lindsey reveal how they navigate their “business marriage,” scale their podcast, and achieve lasting success as both entrepreneurs and friends. In this episode, Hala, Krista, and Lindsey will discuss:  (00:00) Introduction (01:12) The “Business-Marriage” Dynamic in Partnerships (07:12) Building Healthy Communication as Entrepreneurs (13:45) Almost 30: Scaling a Podcast from Scratch (19:39) Balancing a Side Hustle With Full-Time Work (27:13) The Power of Community in Podcast Success (37:47) What Is the Saturn Return? (41:55) Navigating Friendships in Entrepreneurship (45:41) Pivoting Your Career With Purpose and Clarity (56:26) Shifting Your Money Mindset for Financial Freedom Krista Williams and Lindsey Simcik are the co-founders and co-hosts of Almost 30, a top-rated podcast focused on personal development, relationships, wellness, and spirituality. Individually, Krista leads It's Krista, an online business with coaching services for women, while Lindsey runs New Mom on the Block, New Mom on the Block, a platform dedicated to supporting new moms on their motherhood journey. Their debut book, Almost 30, offers practical tools for navigating change with confidence. Sponsored By: Shopify - Start your $1/month trial at Shopify.com/profiting. Indeed - Get a $75 sponsored job credit to boost your job's visibility at Indeed.com/PROFITING Mercury - Streamline your banking and finances in one place. Learn more at mercury.com/profiting OpenPhone - Get 20% off your first 6 months at OpenPhone.com/profiting. Bilt - Start paying rent through Bilt and take advantage of your Neighborhood Benefits by going to joinbilt.com/profiting. Airbnb - Find a co-host at airbnb.com/host Boulevard - Get 10% off your first year at joinblvd.com/profiting when you book a demo Resources Mentioned: Krista and Lindsey's Book, Almost 30: bit.ly/Almost30-LK  Krista and Lindsey's Podcast, Almost 30: bit.ly/Almost30-apple  A Happy Pocket Full of Money by D.C Gikandi: bit.ly/AHappyPocket  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  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, Mental Health, Career, Leadership, Mindset, Health, Growth Mindset, Startup, Passive income, Solopreneur, Founder, Networking.

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠ are joined by Scott Blasdell, Portfolio Manager and Don San Jose, Chief Investment Officer of the U.S. Value Team at J.P. Morgan to discuss what value means today, looking for quality within value, why valuation still matters, why the wine business is in trouble, and much more! Find complete show notes on our blogs... Ben Carlson's ⁠⁠⁠⁠⁠A Wealth of Common Sense⁠⁠⁠⁠⁠ Michael Batnick's ⁠⁠⁠⁠⁠The Irrelevant Investor⁠⁠⁠⁠⁠ Feel free to shoot us an email at ⁠⁠⁠⁠⁠animalspirits@thecompoundnews.com⁠⁠⁠⁠⁠ with any feedback, questions, recommendations, or ideas for future topics of conversation. Check out the latest in financial blogger fashion at The Compound shop: ⁠⁠⁠⁠⁠https://www.idontshop.com⁠⁠⁠⁠⁠ 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 Ben Carlson 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. See our disclosures here: ⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠⁠⁠ 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. J.P. Morgan Disclosure: Investing involves risks, including loss of principal. J.P. Morgan Asset Management is the marketing name for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide. Learn more about your ad choices. Visit megaphone.fm/adchoices

Our CIO and Chief U.S. Equity Strategist Mike Wilson explains how his outlook on earnings and valuations give him a constructive view on U.S. equities for the next 12 months.Read more insights from Morgan Stanley.----- Transcript -----Mike Wilson: Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley's CIO and Chief U.S. Equity Strategist. Today on the podcast I'll discuss where there is the most push back to our Mid-year outlook and why I remain convicted in our generally constructive view on U.S. equities for the next 12 months.It's Monday, June 2nd at 11:30am in New York.So, let's get after it.To briefly summarize our outlook, we have maintained our 6500 12-month price target for the S&P 500 this year despite what has been a very volatile first five months – both in terms of news flow and price action. Part of the reason we didn't change this view stems from the fact that we expected the first half to be challenging for U.S. stocks but to be followed by a more favorable second half. Much of this was related to our view that the new administration would pursue the growth negative part of their policy agenda first. This played out -- with their focus on immigration enforcement, spending cutbacks and tariffs. In addition to these policy adjustments, we also expected AI capex to decelerate in the first half after such fast growth last year. All of these factors conspired to weigh on both economic growth and earnings revisions.Second, the way in which tariffs were rolled out on Liberation Day was a shock to most market participants, including us, and served as the perfect catalyst for what can only be described as capitulation selling by many institutional investors. That capitulation has set the stage for the very reflexive snap back in equity prices that is also supported by a positive rate of change on policy, earnings revisions breadth, financial conditions and a weaker U.S. dollar.The main push back to our views centers on our constructive earnings outlook for high single digit growth both this year and next and our view that valuations can remain elevated at 21.5x forward Earnings. On the earnings front, our calendar year earnings estimates already incorporate a mid-single-digit percent hit to bottoms-up consensus forecasts. Second, our Leading Earnings Indicator which projects Earnings Per Share growth 12 months out is suggesting a sideways consolidation in growth in the high single-digit range over the next year.Third, a weaker dollar, elements of the tax bill and AI-driven productivity should be incremental tailwinds for earnings that are not in our model. Fourth, we have experienced rolling recessions for many sectors of the private economy for the last 3 years, which makes growth comparisons easier. Finally, and most importantly, the rate of change on earnings revisions breadth has inflected higher from a very low level after a year-long downturn. On valuation, our work shows that if earnings growth is above the long-term median of 7 percent and if the fed funds rate is down on a year-over-year basis, it's very rare to see multiple compression. In fact, Price Earnings multiples have expanded 90 percent of the time under these conditions to the tune of 9 percent over a 12- month period. Therefore, in some ways we're being conservative with our forecast for the S&P 500's price earnings ratio to remain flat at current levels over the next year.With respect to our favorite valuation metric, the equity risk premium, it's interesting to note that in the week following Liberation Day, the Equity Risk Premium reached the same level we witnessed in the aftermath of the 9-11 shock in 2001 and even exceeded the risk premium reached during the Long-Term Capital Management crisis in 1998. Both episodes resulted in 20 percent corrections to the S&P 500 much like we experienced this year only to be followed by very strong equity markets over the next year.The bottom line is that I remain convicted in both our earnings forecast for high single digit earnings growth for this year and next; and my view that valuations can remain elevated in this classic late cycle expansion of slower economic growth that typically elicits interest rate cuts from the Fed.Thanks for tuning in; I hope you found it informative and useful. Let us know what you think by leaving us a review; and if you find Thoughts on the Market worthwhile, tell a friend or colleague to try it out!

Discover how XRP Las Vegas was and get an important Linqto update. The website mentioned for concerned Linqto investors is www.freelinqto.com.  Are you investing well for financial freedom...or not? Financial freedom is a combination of money, compounding and time (my McT Formula). How well you invest, makes a huge difference to your financial future and lifestyle. If you only knew where to invest 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!  INTERESTED IN THE BE WEALTHY & SMART VIP EXPERIENCE? - Invest in stock ETFs, private equity and digital assets for potential high compounding rates - Asset allocation model with ticker symbols and % to invest -Monthly LIVE investment webinars with Linda, with Q & A -Private VIP Facebook group with daily interaction -Weekly investment commentary from Linda -Optional 1-on-1 tech team support for digital assets -Join, pay once, have lifetime access! NO recurring fees. -US and foreign investors, no minimum $ amount to invest For a limited time, enjoy a 50% savings on my private investing group, the Be Wealthy & Smart VIP Experience. Pay once and enjoy lifetime access without any additional cost. Enter "SAVE50" to save 50% here: http://tinyurl.com/InvestingVIP Or have a complimentary conversation to answer your questions. Request a free appointment to talk with Linda here: https://tinyurl.com/TalkWithLinda (yes, you talk to Linda!). WANT HELP AVOIDING IRS AUDITS? #Ad Stop worrying about IRS audits and get advance warning at Crypto Tax Audit, here. PLEASE REVIEW THE PODCAST ON ITUNES If you enjoyed this episode, please subscribe and leave a review. I love hearing from you! I so appreciate it! 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   PLEASE LEAVE A BOOK REVIEW FOR THE CRYPTO INVESTING BOOK Get my book, "3 Steps to Quantum Wealth: The Wealth Heiress' Guide to Financial Freedom by Investing in Cryptocurrencies". After you purchase the book, go here for your Crypto Book bonus: https://lindapjones.com/bookbonus PLEASE LEAVE A BOOK REVIEW FOR WEALTH BOOK Leave a book review on Amazon here. 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. :) Available for purchase on Amazon. 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. Use the search bar in the upper right corner of the page to search topics. 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.  (Some links are affiliate links. There is no additional cost to you.)

Our audience asks the best questions, and on today's show, I'm going to tackle a few of them. On this encore episode of Investing in Real Estate, I'll be answering three of your questions on various real estate topics. This Q&A episode features three great questions on topics like investing with a high debt-to-income ratio, how to decide if you should pay off mortgages, and buying a property with a solo 401k.

Todays show is the TWO year update of Action Academy member Landon Bleau (@bleau_realestate) as he travels Europe with his wife Karleigh. Landon's previous episode can be found here. Want To Quit Your Job In The Next 6-18 Months Through Buying Commercial Real Estate & Small Businesses?

English statesman Francis Bacon once wrote, “Money is a great servant but a bad master.”If we don't learn to manage money wisely to take control of it, it will soon master us. It's one way or the other. Today, Bob Lotich tells us how to be the master and not the servant when it comes to money—and he makes it pretty clear, as well.Bob Lotich is a high-performance financial coach and Certified Educator in Personal Finance (CEPF®) and has been named a top-20 influencer in personal finance. His wife, Linda, and their award-winning website, SeedTime.com, as well as the SeedTime Money Podcast, have reached over 50 million people in the past decade. He is also the author of Simple Money, Rich Life: Achieve True Financial Freedom and Design a Life of Eternal Impact. The Wake-Up Call: A Breakdown Leads to BreakthroughBob's story, which began in 2002 when his car broke down while he was on his way to deposit a paycheck, is one that many can relate to. He described how that moment of crisis led to a deep spiritual awakening about finances and stewardship.Unfortunately, the car breaking down prevented him from depositing his paycheck and paying rent on time. Facing the stress of a possible late fee he couldn't afford, Bob realized that his financial life was on shaky ground. He describes this moment as a "house of cards" that collapsed.In his frustration, Bob prayed for wisdom, and that simple prayer became the catalyst for a profound change. God responded, leading Bob to learn about biblical stewardship and practical financial management.Biblical Wisdom: Earning, Saving, and GivingAs Bob delved into the Bible, he came across a quote from John Wesley that changed his financial perspective: "Earn all you can, save all you can, and give all you can." This idea, combined with scriptural truths, inspired him to view money not as a burden but as a tool for good.Bob reflected on passages like:Proverbs 13:11: "Gathering money little by little makes it grow."1 Timothy 6:17-19: Paul's admonition to the rich to be generous.Proverbs 22:7: The borrower is slave to the lender, which motivated Bob to eliminate debt.These verses reinforced the idea that managing money well is not about hoarding wealth but using it for God's purposes.Financial Unity in MarriageBob also emphasized the power of financial unity in marriage. Once he and his wife Linda aligned their financial goals with biblical principles, their relationship strengthened. They not only eliminated stress but also achieved impressive financial milestones, like paying off their house by the age of 31. Bob's story reminds us that peace in one's finances can be a unifying force in marriage, helping couples move forward together more quickly.The Four Keys to Earning MoreBob shared four essential principles for increasing earnings in today's digital age:Operate within God-given gifts and passions: Work aligned with your gifts gives you an "unfair advantage."Continue learning and developing your skills: Hone your craft to glorify God.Solve significant problems: You're compensated in proportion to the size of the problem you solve.Work where demand is high: Identify where there's a need and meet it.These principles guide believers to increase their earnings while keeping their hearts focused on God's kingdom.The Joy of GivingOne of the most impactful parts of Bob's message was his perspective on giving. He and his wife created a "seed account," setting aside money each month specifically for giving. By praying and waiting for opportunities, giving became not just a duty, but a joyful and fun part of their lives. This practice reminds us of the joy Jesus spoke of when He said, "It is more blessed to give than to receive" (Acts 20:35).Enjoying God's ProvisionFinally, Bob encouraged believers to enjoy the financial blessings God provides. He highlighted the importance of gratitude and appreciating what we have. Whether earning, saving, or giving, we can find joy in every aspect of financial stewardship.Bob's journey teaches us that financial freedom isn't about accumulating wealth for ourselves but about managing what God has entrusted to us with wisdom and generosity. We can design a life of eternal impact by earning, saving, giving, and enjoying God's provision.If you're looking for more practical tips and biblical wisdom, Bob's book Simple Money, Rich Life: Achieve True Financial Freedom and Design a Life of Eternal Impact is a great resource to guide you on this journey.On Today's Program, Rob Answers Listener Questions:I have a friend who is getting ready to retire as a union electrician and is really upset about losing $100,000 when the tariff news broke. I tried to tell him that the money would be made back once the markets recovered. Is my understanding correct that he will eventually get that money back? I currently have $55,000 in a Roth IRA and $37,000 in a Traditional IRA. I'm about 30 years from retirement and contribute $200 per month to my Roth. Does it make sense to roll over the traditional IRA funds into the Roth? Would it be a good financial move for me?Resources Mentioned:Faithful Steward: FaithFi's New Quarterly Magazine (Become a FaithFi Partner)Simple Money, Rich Life: Achieve True Financial Freedom and Design a Life of Eternal Impact by Bob LotichSeedtime.comWisdom Over Wealth: 12 Lessons from Ecclesiastes on Money (Pre-Order)Look At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.

Podcast: Gospel TalksHosts: George Binoka & Jeff MusgraveEpisode Date: June 3, 2025Episode Summary:In this stirring episode of Gospel Talks, George Binoka and Jeff Musgrave explore the eternal significance of gospel-centered relationships. Drawing from Luke 16 and the parable of the unjust steward, they unpack Jesus' radical call to leverage our temporal resources—time, talent, and treasure—for eternal gain. The discussion centers around the idea of “forever friends,” a term George and Jeff use to describe those whom we reach with the gospel and with whom we'll share eternity.They argue that gospel relationships are not only spiritually binding but also the most enduring relationships possible—outlasting circumstances, cultures, and even death. The gospel, they contend, is the ultimate “relationship retainer,” binding people together with supernatural glue.Jeff issues a challenge from Scripture: if the world invests its resources with intensity to gain temporary returns, how much more should the sons of light pour themselves into eternal investments? They also highlight how hoarding the gospel is not merely ineffective—it's dishonest. Faithfulness to Christ involves faithfully stewarding the gospel for others.George offers personal stories of unlikely friendships forged through the gospel—relationships that defy natural compatibility but endure because they're built on eternal truth. Together, George and Jeff call listeners to take risks, invest deeply, and partner in the work of disciple-making, reminding us that the only thing we take to heaven is people.Chapter Breakdown:00:00 – The Concept of Forever FriendsIntroduction to the term “forever friends” and how the gospel preserves relationships eternally.02:54 – Eternal Friendships in ScriptureJeff unpacks the parable of the unjust steward (Luke 16) and Jesus' call to make friends for eternity.05:44 – Investing in Eternal RelationshipsComparison between worldly zeal for profit and Christian investment in souls.08:37 – Leveraging Temporal Wealth for Eternal GainWhat it means to steward time, talent, and treasure with eternity in view.11:16 – The Dishonesty of Hoarding the GospelJesus calls it dishonest to withhold the gospel from others; spiritual stewardship is a matter of truthfulness.14:30 – The Stickiness of Gospel RelationshipsOnce you've gone deep with someone spiritually, every other conversation becomes easier—gospel relationships stick.17:16 – Taking Risks for Eternal FriendshipsTrue friendship demands boldness; the gospel may threaten friendships, but it's also the only way to make them eternal.20:04 – The Transformative Power of ConversionConversion is miraculous, relational, and permanent—God turns strangers into family.22:43 – Partnership in the GospelSpiritual friendships mature into co-laboring partnerships for the kingdom.25:48 – The Value of Eternal RelationshipsNothing on earth is more valuable than souls; everything else we leave behind.27:01 – New ChapterClosing reflections and call to action: pray for laborers and consider supporting The Exchange monthly.Support the Mission:Partner with The Exchange to help multiply eternal relationships. For just $25/month, you can help extend the reach of gospel training and discipleship worldwide. Learn more at www.exchangetotheworld.com (or your donation link).Subscribe & Share:If this episode...

Emotional investing is one of the biggest barriers to long-term financial success. With constant news cycles and market noise, it's easy to make decisions based on fear, recent events, or overconfidence. In this episode of A Wiser Retirement® Podcast, we explore how the right framework, discipline, and guidance can help you stay focused and invest with confidence.Related Podcast Episodes:- Ep 285: Fear, Greed, and the Markets: Mastering Emotional Investing (Part 1)- Ep 277: Tariffs, Trump, and Turbulence: Making Sense of Market MayhemLearn More:- About Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more! Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

Interview with Nick Appleyard, President & CEO of TriStar Gold Inc.Our previous interview: https://www.cruxinvestor.com/posts/tristar-gold-tsxvtsg-moving-through-permitting-process-4713Recording date: 30th May 2025Tristar Gold (TSXV: TSG) has emerged as a compelling investment opportunity in Brazil's mining sector following the release of updated project economics and successful resolution of permitting challenges at its Castelo de Sonhos gold project. The company recently completed a $10 million financing round that will fund strategic drilling programs and advance the project toward feasibility study completion.The updated Preliminary Feasibility Study released in May 2025 demonstrates exceptional project economics with a 40% post-tax internal rate of return at $2,200 gold prices. With current gold trading around $3,200 per ounce, management estimates returns could exceed 70%, supported by over $1 billion in pre-tax cash flow generation and $600 million post-tax net present value. The project targets average annual production of 120,000 ounces over 11 years, with higher-grade output of 150,000 ounces during initial years.A significant milestone involved successfully defending the environmental permit against a public prosecutor challenge regarding indigenous consultation. Despite recommendations for suspension, the permit remained valid as multiple parties confirmed no impact on indigenous lands located hundreds of kilometers from the project site. This resolution strengthens Tristar's regulatory position and eliminates a key development risk.The company benefits from exceptional infrastructure advantages, sitting just 15 kilometers from a major highway with existing power lines and road access developed for the regional soybean industry. These factors support a sub-$300 million capital cost estimate while eliminating major infrastructure development requirements.Management has clearly articulated its strategy as a project developer rather than mine builder, actively seeking partnerships with established mining companies over the next 12 months. This approach recognizes that optimal value creation comes through partnering with experienced operators capable of funding and operating the project through production.The recent financing included participation from Eric Sprott, taking approximately 10% of the company, providing third-party validation of the investment opportunity. With permitting resolved and drilling programs commencing, Tristar expects improved news flow to drive valuation re-rating as the company advances toward strategic partnership.View Tristar Gold's company profile: https://www.cruxinvestor.com/companies/tristar-gold-incSign up for Crux Investor: https://cruxinvestor.com

Interview with Jonathan Egilo, President & CEO of AXO Copper Corp.Recording date: 30th May 2025Executive Summary for InvestorsAXO Copper presents a compelling investment opportunity in the high-grade copper space, combining proven mineralization with near-term development potential. The company is set to list , following successful completion of its IPO process, positioning investors to participate in a systematic resource definition program at the La Huerta Copper Project in Jalisco, Mexico.Production-Proven Asset BaseUnlike typical exploration stories, AXO's flagship project comes with established production history that significantly reduces geological and metallurgical risk. Locals successfully operated the deposit for three to four years using a 250-ton-per-day sulfide flotation plant, consistently mining ore grading 4-5% copper. This operational track record provides crucial validation of both ore continuity and processing characteristics that most junior companies lack during early development phases. President and CEO Jonathan Egilo emphasized this advantage: "They've effectively done a three or four year what I would consider like a bulk sample derisking process for us. And the next step is to see like what it should be kind of restarted up."Exceptional Grade Profile and Geological PotentialAXO's drilling program has confirmed the high-grade nature of the deposit with impressive intercepts including 9.4m grading 4.4% copper, with a subsection of 3.2m grading 21.4% copper. The mineralization extends across a 5-kilometer strike length, with drilling to date reaching only 200 meters below surface. The geological system consists of steeply-dipping copper sulfide dykes with high-grade cores of 3-6 meters surrounded by alteration halos, creating opportunities for both high-grade and bulk tonnage scenarios.The company has traced mineralization for 5 kilometers along surface, yet the family's original operation covered only 200 meters of strike length and extended just 40-50 meters depth. This limited exploitation of a much larger system presents significant expansion potential for systematic exploration.Strategic Acquisition and Capital StructureAXO secured roughly $9.5 million in 2023 which funded the first drill program, plus 5 million shares over five years with no ongoing royalties. This royalty-free structure enhances project economics by allowing AXO to capture full production value without perpetual payments. The company has raised more capital through pre-IPO financing rounds providing adequate financing for the planned 15,000-meter drilling program.Systematic Exploration StrategyThe upcoming drill program allocates 70% of 15,000 meters to a priority 1.5-kilometer zone, focusing on strike extension and depth testing to 350-400 meters below surface. The systematic approach targets resource definition while testing the hypothesis that current workings represent only the upper portion of a larger copper system. Regional targets provide additional upside potential with surface copper expressions grading up to 6% in different geological settings.Infrastructure and Development AdvantagesLocated within 7 kilometers of ArcelorMittal's major iron ore operation, the project benefits from established infrastructure, skilled labor, and supply chains. Access requires only 1.5 hours from Manzanillo port via paved highways, providing connectivity to Pacific shipping and Mexico's industrial centers.Management's development strategy focuses on building a project suitable for junior company advancement rather than requiring acquisition by major miners. Egilo noted: "One of our best differentiating factors here is, you know, I don't know what the scale of this should end up being, but you know, it's not going to be a $3 billion porphyry bill."Investment OutlookAXO Copper offers investors exposure to high-grade copper discovery with reduced geological risk, systematic exploration approach, and clear development pathway. The combination of production history, exceptional grades, excellent infrastructure, and experienced management team creates a compelling value proposition within the copper sector's favorable supply-demand dynamics.View AXO Copper's company profile: https://www.cruxinvestor.com/companies/axo-copper-cSign up for Crux Investor: https://cruxinvestor.com

Interview withMark Chalmers, President & CEO of Energy Fuels Inc.Marty Tunney, COO of IsoEnergy Ltd.Recording date: 30th May 2025The uranium sector stands at a critical inflection point where mounting supply constraints intersect with unprecedented political support and surging nuclear demand, creating compelling conditions for sustained price appreciation and outsized returns for positioned investors.*Supply-Demand Fundamentals Favor Higher Prices*A fundamental supply shortage looms as existing high-grade uranium deposits deplete while replacement projects face significantly higher development costs. Energy Fuels CEO Mark Chalmers warns that future supply sources remain uncertain: "I don't know where it's going to come looking out five or 10 years because some of the best deposits are being mined right now and they're depleting themselves." The replacement cost dynamics are stark—new uranium production must cover exploration, permitting, infrastructure development, mining, and reclamation costs at price levels far exceeding historical norms.Current spot prices around $60-70 per pound remain well below the $100+ incentive pricing required to trigger meaningful new production. This creates a supply response lag that could persist for years even after prices reach incentive levels, given the extended timelines required for uranium project development and regulatory approval.*Political Tailwinds Accelerate Market Dynamics*Uranium benefits from rare bipartisan political support driven by energy security and decarbonization imperatives. Recent executive orders from the Trump administration targeting critical mineral supply chains reinforce government commitment to domestic uranium production. As Chalmers notes: "The ongoing support by both parties actually for nuclear power and reestablishing our ability to mine and produce nuclear power, including small modular reactors is gaining momentum."The Russian uranium ban, formally taking effect in 2028, will remove a significant supply source from Western markets. Industry leaders expect accelerated implementation due to geopolitical tensions, compressing the timeline for supply shortfalls. Simultaneously, China's aggressive nuclear expansion creates additional demand pressure, with the capability to construct reactors in 18 months versus multi-year Western timelines.Established Producers Positioned to BenefitMarket dynamics increasingly favor proven producers over development-stage companies. Many newer uranium companies have overcommitted on delivery contracts while struggling with operational challenges.  Infrastructure advantages amplify competitive positioning. Energy Fuels' White Mesa Mill serves as the primary conventional uranium processing facility in the United States, creating a strategic bottleneck that generates high-margin toll processing revenue. Companies without processing access face limited options, as IsoEnergy's Marty Tunny explains: "If you don't have access to the White Mesa Mill and you're a conventional hard rock miner in the USA, you don't have anywhere in the next 5 to seven years to process your ore."*Technical Advantages Emerge*Recent operational challenges at in-situ recovery operations highlight advantages of conventional hard rock mining methods. Conventional mining offers greater operational control, cost predictability, and flexibility compared to ISR techniques. This technical differentiation becomes increasingly valuable as the industry recognizes that uranium mining complexity exceeds that of other commodities.*Investment Implications*The uranium investment thesis centers on classic supply-demand imbalance amplified by geopolitical factors and infrastructure constraints. Companies with existing production capabilities, processing facilities, and proven operational track records appear positioned to benefit disproportionately from emerging market dynamics. The combination of political support, supply constraints, and rising demand creates conditions for sustained higher uranium prices, particularly benefiting North American producers with strategic infrastructure assets and established utility relationships.Learn more: https://cruxinvestor.comSign up for Crux Investor: https://cruxinvestor.com

On today's Podcast, Andrew shares the two key decisions that lead to success.The first one is a financial one that everyone makes.The second is a mindset one that very few make.But those who do, they're the ones who create freedom. 

How do you make smart money decisions when you don't know what your future looks like? That's the question to start this episode.Alex and Scott, co-founders of Everest Wealth, join us to unpack big financial questions from the Equity Mates community. Whether you're juggling saving, investing or super; wondering when to get a financial adviser; or trying to explain to your partner that investing isn't gambling - this one's for you.In today's episode we also discuss:Paying down debt vs investingLabor's super tax proposals and what they mean for investorsInvesting for kids in a tax-smart wayInterested in speaking to Alex or another of our hand-picked financial advisers? Fill out the form on our website and we'll match you with an adviser that suits your needs.—------Want to get involved in the podcast? Record a voice note or send us a message —------Want more Equity Mates? However you want to learn about investing - we've got you covered.We're particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email—------Looking for some of our favourite research tools?Download our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusResearch reports from Good ResearchTrack your portfolio with Sharesight—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

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/featuredIs Joe Biden even running the country—or are we living through a real-life Weekend at Bernie's?In this episode:-Why calls for a Watergate-style investigation into Biden's auto-pen scandal won't go anywhere-The media-Democrat cover-up of Biden's decline and who's actually calling the shots behind the scenes-A brutal comparison to Italy's era of nonstop political scandals—and what Americans now seem willing to ignore-The real consequence of letting elites pull the strings: institutional rot at the top of our republicThe same political class is still running the same tired playbook and we're all dealing with the consequences! www.watchdogonwallstreet.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/featuredNew York City's mayoral race is turning into a bidding war of economic absurdity. Andrew Cuomo wants $20/hour by 2027. A self-proclaimed socialist says $30 by 2030. What's next—$50? $100? Free caviar with every paycheck?In this no-BS episode of Watchdog on Wall Street, we torch the fantasy economics driving minimum wage hikes and expose the real-world fallout: lost jobs, closed restaurants, and once-vibrant NYC neighborhoods turned into ghost towns of Walgreens and "For Lease" signs. With cultural jabs from Coming to America to Seinfeld, this episode brings the heat on why top-down wage mandates don't lift people up—they just price them out.Want to help workers? Let the market breathe. Want to destroy businesses? Keep playing pretend economics. Tune in and get real. www.watchdogonwallstreet.com

The EU says it is mulling counter-measures after President Trump's steel tariffs doubles tariffs on steel imports. The U.S and China accuse each other of not respecting the trade agreement made in Geneva last month. In Poland Karol Nawrocki wins the presidential election to dent Prime Minister Donald Tusk's centrist agenda. And in M&A news, French pharma giant Sanofi has moved to snap up U.S. firm Blueprint Medicines in an $9bbn all-cash deal.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The tariff saga continues – we got the The TACO trade and the courts now. The Big Beautiful Bill – in jeopardy. May was a jolly good month – equities ripped higher. Guest: Barry Ritholtz, Ritholtz Wealth Management, Host - Masters In Business and Author.  NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) Barry L. Ritholtz is the co-founder, chairman, and chief investment officer of Ritholtz Wealth Management LLC. Launched in 2013, RWM is one of the country's fastest-growing financial planning and asset management firms. Named ETF Investor of the Year and one of the Financial Times' top 300 firms, RWM manages over $5 billion for 3,900 families. Called the “blogfather” for creating The Big Picture, one of the first market weblogs, the site covers everything related to investing. Since its launch in in the very early 2000's, its mix of behavioral finance and data analysis has attracted nearly 300 million visitors. Barry is also the creator and host of Masters in Business, the longest-running and most popular podcast on Bloomberg Radio. His book, Bailout Nation, was named one of the Best Business Books of the Year, selected as the Investment Book of the Year, and awarded a First Amendment Award for Outstanding Journalism. How Not To Invest - The ideas, numbers, and behaviors that destroy wealth - and how to avoid them   Check this out and find out more at: http://www.interactivebrokers.com/ Looking to invest in The Disciplined Investor Managed Growth Strategy? Click HERE for the virtual tour. Stocks Mentioned in the Episode: (SPY), (AMZN), (CHWY) Follow @andrewhorowitz

Send us a textJoin us on Average Joe Finances as our guest Doug Lynam, a former Benedictine monk turned financial advisor and author, shares his unique life story, detailing his upbringing in an affluent family with financial struggles, joining the Marine Corps, and eventually spending 20 years in a monastery where he had to navigate its financial crisis. Through this journey, Doug developed a keen interest in finance, ultimately leading to a successful career as a financial advisor. He discusses his views on effective money management and introduces his latest book 'Taming Your Money Monster,' which combines the Enneagram personality system with financial behavior analysis. In this episode:Discover how understanding your personality can expose hidden financial habits and help tame your "money monsters."Explore why true service and generosity begin with achieving personal financial stability.Unlock the power of aligning earning, saving, investing, and giving for long-term financial success.Understand how financial literacy is rooted in continuous self-awareness and personal growth.And so much more!Key Moments:00:00 Introduction and Guest Welcome00:33 Doug Leham's Early Life and Family Dynamics01:29 Journey to the Marine Corps and Monastery02:14 Financial Awakening and Monastery Bankruptcy04:32 Building a Financial Advisory Firm08:06 The Enneagram and Money Monsters11:27 The Four Pillars of Financial Success13:36 Understanding the Enneagram Types19:21 Transitioning Between Achiever Categories19:48 The Value of a Good Enneagram Test20:48 Understanding Money Relationships22:05 Doug's Journey from Monk to Financial Advisor23:11 The Final Round: Doug's Financial Insights28:26 Doug's Recommended Reads31:14 Where to Find More About Doug32:58 Final Thoughts and FarewellFind Douglas Lynam:https://www.douglynam.com/https://www.instagram.com/douglynam/https://www.linkedin.com/in/doug-lynam/Average Joe Finances®All of our social media links and more: https://averagejoefinances.com/linksAbout Mike: https://mikecavaggioni.comAbout Tawnya: https://www.themoneylifecoach.com/Show Notes add-on continued here: https://averagejoefinances.com/show-notes/*DISCLAIMER* https://averagejoefinances.com/disclaimerSee our full episode transcripts here: https://podcast.averagejoefinances.com/episodesSupport the show

In this episode we answer emails from Anonymous, Tim, Mark and Luc.  We celebrate the overwhelming generosity of our listeners and discuss using risk parity style portfolios for intermediate savings, heavy metal, tax efficient portfolio management, and some investing and retirement resources.And THEN we our go through our weekly and monthly portfolio reviews of the eight sample portfolios you can find at Portfolios | Risk Parity Radio.To donate to the Top of the T-Shirt campaign and double your fun, please visit the Father McKenna Center donation page and note "Risk Parity Radio Match" when making your contribution.Additional Links:Father McKenna Center Donation Page:  Donate - Father McKenna CenterFIRE Takes Podcast Page:  FIRE Takes PodcastMichael Kitces Page and Resources:  Kitces.com - Advancing Knowledge in Financial PlanningAndy Panko Resources:  FREE Retirement Planning EducationCody Garrett Page and Resources:  Meet Cody - Measure Twice FinancialSean Mullaney Page and Resources:  The FI Tax Guy – The Tax Efficient Path to Financial IndependenceWade Pfau Book:  Retirement Planning Guidebook: Navigating the Important Decisions for Retirement Success (The Retirement Researcher Guide Series): Pfau, Wade: 9781945640155: Amazon.com: BooksAshvin Chhabra Book:  Amazon.com: The Aspirational Investor: Taming the Markets to Achieve Your Life's Goals eBook : Chhabra, Ashvin B.: Kindle StoreAQR and Antti Ilmanen:  AQR Principal Antti Ilmanen Authors New Book on Investing in a Low-Return EnvironmentBreathless Unedited AI-Bot Summary:Have you ever wondered what to do with money that's not for emergencies but not quite for retirement either? Today we tackle the often-overlooked middle ground of intermediate-term savings and reveal why risk parity strategies offer a powerful solution for these "in-between" financial goals.Most financial advice focuses heavily on either emergency funds or retirement accounts, leaving a significant gap in guidance for money you're saving for goals 3-10 years away. Whether you're planning for a home down payment, vehicle purchase, or building a Roth conversion ladder, the traditional advice to simply park this money in savings accounts is leaving significant opportunity on the table. We explore how portfolios like the Golden Butterfly and Golden Ratio can provide meaningful growth while keeping drawdowns manageable, typically recovering within 3-4 years at most.Beyond just investment selection, we dive into the tax efficiency of managing these portfolios in taxable accounts. Unlike high-yield savings accounts that generate ordinary income taxed at your highest marginal rate, properly managed risk parity portfolios create opportunities for tax-loss harvesting and strategic rebalancing. We explain how directing new contributions to underperforming assets eliminates the need for selling investments to rebalance, substantially reducing your tax burden while maintaining your desired allocation.For younger investors, managing an intermediate-term risk parity portfolio serves anothSupport the show

This week's podcast is about my visits to Tencent. Which is becoming much more about AI.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.My 3 take-aways:WeChat Has Way More Functions That I Knew. They Have 26 Years of Experience Messengers.Tencent Is “All In” on Yuanbao, Hunyuan LLM and AI Cloud.Merchant and Enterprise Services Are Expanding and Upgrading. Think Microsoft meets OpenAI.--------I write, speak and consult about how to win (and not lose) in digital strategy and transformation.I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.Support the show

Compass, episode 17Our previous interview: https://www.cruxinvestor.com/posts/why-resource-stocks-dip-in-spring-rise-in-fall-7159Recording date: 30 May 2025Olive Resource Capital delivered exceptional Q1 2025 results, reporting over $1.1 million in net returns—equivalent to one cent per share—while their stock trades between three and four cents. The portfolio gained 17% during the quarter, with net asset value per share rising over 20% due to strategic share buybacks.Executive Chairman Derek Mcpherson and President/CEO Sam Pelaez attribute the record performance to a fundamental shift in investment strategy. The firm abandoned diversified holdings in favor of concentrated, high-conviction positions in companies like Omai and Troilus. "We weren't winning enough" with their previous approach, Pelaez explained, prompting the move toward fewer but stronger positions.The strong Q1 was primarily driven by precious metals exposure, particularly gold, though momentum has flattened through May. This has shifted focus toward copper opportunities, where the managers see significant potential despite market inefficiencies.A key catalyst emerged from operational problems at Ivanhoe Mines' Kamoa-Kakula facility in the Democratic Republic of Congo—one of the world's top five copper assets. Despite the flooding-related shutdown, copper prices remained surprisingly stable. "Normally when a top five copper asset shuts down the market moves," Mcpherson noted, suggesting the muted response may create entry opportunities.The copper investment landscape presents unique challenges, with only five to eight meaningful mid-cap companies available, each carrying specific drawbacks that stretch valuations. Olive Resource maintains copper exposure through junior developers including Arizona Metals, backed by Rio Tinto and Hudbay, and Sterling Metals, which recently announced impressive drill results of 359 meters at 0.36% copper equivalent.The firm's dual-portfolio approach—maintaining liquid positions for tactical trading while holding concentrated junior positions for fundamental plays—reflects sophisticated market understanding. With major copper assets going offline while demand projections grow, Olive Resource appears well-positioned for potential copper market inflection points.Sign up for Crux Investor: https://cruxinvestor.com

Are you tired of feeling stuck in your spiritual growth, going through the motions without real progress? Many believers find themselves on a spiritual merry-go-round, longing for deeper change but unsure how to achieve it. Discover practical ways to get off the merry-go-round and truly grow in your faith.CHAPTERS:00:00 Intro00:32 Gathered - The Purpose Of The Church02:09 Merry-Go-Rounds06:22 Spiritual Stagnation10:00 Taking Risks and Trying Something New15:57 Stepping Out Of The Boat20:30 Taking Spiritual Risks24:26 Do Life With Others Who Will Push You30:30 Investing in Your Spiritual Journey34:51 The Fuel To Live Pure & Holy LivesTAKE A NEXT STEP:INTRODUCE YOURSELF

ASSP President Pam Walaski and Kathy Seabrook, CEO and Founder of Global Solutions, Inc. and co-author of Connecting the Dots: Environment, Health Safety and Sustainability, discuss the value that the workforce brings to the workplace and the importance of collaboration to improving safety and health. They also show how you can improve communication within your […]

As rising inventory and high mortgage rates weigh on the housing market, a growing number of economists expect U.S. home prices to decline this year. Today's Stocks & Topics: AVGO - Broadcom Inc., Market Wrap, REGN - Regeneron Pharmaceuticals Inc., More Economists Now Predict Home Prices Will Drop in 2025, LLY - Eli Lilly & Co., PBF - PBF Energy Inc., NU - Nu Holdings Ltd. Cl A, Current Market Situation, MO - Altria Group Inc., Value Stock, Investing for Kid's Future, Beautiful Bill: Section 899.Advertising Inquiries: https://redcircle.com/brands

May 30, 2025 – Are markets poised for a breakout or bracing for chaos? Jim Puplava and John Kosar of Asbury Research dive into the forces driving today's volatile markets. Kosar reveals why his risk-on model is bullish since April 24th, spotlighting...

Tim Storey grew up in a cramped apartment in Compton, where he faced early trauma after losing both his father and sister in quick succession. Despite the odds, he anchored his life in resilience, positivity, and faith. He overcame personal and systemic struggles and rose to become one of the world's most sought-after life coaches. Tim now guides celebrities, entrepreneurs, and everyday dreamers toward personal breakthroughs using his signature approach - the Miracle Mentality. In this episode, Tim shares how to break free from messy, mundane, or mad living and embrace miraculous thinking through mindset, discipline, and self-improvement. In this episode, Hala and Tim will discuss: (00:00) Introduction (01:21) Tim Story's Journey to Humanitarianism (04:50) The Law of the Harvest (07:19) The Miracle Mindset (11:29) Living in the Moment (17:59) Dealing with Life Interruptions (20:10) Harnessing the Power of Imagination (20:49) Overcoming Setbacks: A Step-by-Step Guide (21:23) Partnering with Power and Principles (22:00) The Importance of Moving Forward (22:46) Helping Regular People: Memorable Stories (29:09) The Secret to a Happy and Peaceful Life (30:46) Staying Cool Amidst Drama (34:32) The Miracle Mentality: Rediscovering Your Inner Child (36:39) Profiting in Life: Cooperating with Destiny Tim Storey is an acclaimed life coach, motivational speaker, and humanitarian known as the "Comeback Coach." He has worked with global icons - from Oprah Winfrey and Quincy Jones to Robert Downey Jr., guiding them through comebacks, reinvention, and mental healing. Having spoken in over 75 countries, Tim inspires people of all backgrounds to embrace the power of faith, mindset, and personal development. His signature philosophy, The Miracle Mentality, is both a bestselling book and a global movement helping entrepreneurs rise above their everyday limitations and live with extraordinary intention. Sponsored By: Indeed - Get a $75 sponsored job credit at ⁠indeed.com/profitingIndeed⁠  Shopify - Sign up for a one-dollar-per-month trial period at ⁠youngandprofiting.co/shopify⁠  Mercury - Streamline your banking and finances in one place. Learn more at ⁠mercury.com/profiting⁠  LinkedIn Marketing Solutions - Get a $100 credit on your next campaign at ⁠linkedin.com/profiting⁠   Bilt - Start paying rent through Bilt and take advantage of your Neighborhood Benefits™ by going to ⁠joinbilt.com/PROFITING⁠.  Airbnb - Find yourself a co-host at ⁠airbnb.com/host⁠  Resources Mentioned: Tim's Book, The Miracle Mentality: https://www.amazon.com/Miracle-Mentality-Source-Magical-Transformation/dp/0785236724 Tim Storey's Website: https://www.timstorey.com 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  Entrepreneurship, entrepreneurship podcast, Business, Business podcast, 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, Career, Leadership, Mindset, Health, Growth mindset, Habits, Positivity, Human Nature, Human Psychology, Critical Thinking, Robert Greene, Chris Voss, Robert Cialdini 

On episode 194 of The Compound and Friends, ⁠⁠Michael Batnick⁠⁠ and ⁠⁠Downtown Josh Brown⁠⁠ are joined by Jens Nordvig, Founder and CEO of Exante Data to discuss: the latest on tariffs, the significance of jobless claims, the dollar's reserve currency status, the collapse in foreign tourism, and much more! This episode is sponsored by Public. Discover why NerdWallet gave Public five stars for its ease-of-use
and investment selection by visiting: http://public.com/compound 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

ABOUT THIS EPISODE: In this special Summer Flip Series episode, I'm so excited to share a powerful and honest conversation I had on the Online Business for Christian Women podcast with my dear friend Stefanie Gass. We're diving deep into the truth behind what really creates long-term success in online business—refining your messaging, trusting your path, and giving yourself permission to fully own your genius. I open up about my journey from PR and blogging to building a multi-million dollar brand, and how messaging clarity + visibility became the foundation of it all. We also talk about the difference between content and messaging, how to make your message move people (and create sales), and why the real transformation begins when you stop trying to be someone else and start fully owning what's already inside you. Plus, I share my favorite visibility tips for landing opportunities before you feel "ready." If you're craving alignment, clarity, and a permission slip to go all in on your calling, this episode is for you! Liked this episode? Make sure to subscribe to our podcast and leave a review with your takeaways, this helps us create the exact content you want!  KEY POINTS:  00:14 Welcome to The Influencer Podcast 00:38 Summer Show Flip Series Explained 01:13 Conversation with Stefanie Gas 03:09 Julie's Journey to Online Success 07:07 The Power of Messaging and Visibility 07:43 Investing in Yourself and Your Business 13:48 Faith and Unwavering Belief 18:11 Understanding Messaging vs. Content 20:38 The Importance of Clear Solutions 21:00 Niching Down: Targeting Your Audience 21:19 Understanding Your Ideal Client 22:27 Effective Market Research Strategies 23:07 Crafting Specific and Impactful Messaging 27:30 Visibility: The Catalyst for Success 30:07 Taking Action and Embracing Opportunities 36:14 Conclusion  QUOTABLES: “Visibility is not the byproduct of success, it's not the byproduct of launching a podcast, or getting people to listen to episodes, or even being featured on podcasts. It's the literal catalyst of all of them.” - Julie Solomon  “So often we wanna build an offer and build a brand about something sparkly that someone else is doing or that we want to do in the future. But that's where you missed the mark.” - Stefanie Gass GUEST RESOURCES: You can listen to Stefanie's Podcast Online Business for Christian Women Listen to Stefanie's Episode of The Influencer Podcast RESOURCES: [STOP SELLING LIKE IT'S 2020] If you're a coach or service provider who can't get past $5K–$10K/months and still piecing sales and messaging together manually—this is for you. Join me for this June for a LIVE, free training that shows you how to fix the messaging and positioning gaps keeping you stuck. The Revenue Accelerator is how you scale smarter. [JOIN MY VISIBILITY TRAINING] With just 1 hour a week, my proven content framework will help you refine your messaging and turn your offers into consistent, scalable sales. Click here to get access to my new training! [HIGH LEVEL SUPPORT] Ready to unlock your next level of growth? Applications are now open for my 1:1 VIP sessions and high level coaching opportunities. Click here to apply. [ORDER] my book or Audible, Get What You Want: How to Go From Unseen to Unstoppable so you can leverage the power of your own influence. Follow Julie on Instagram! MUST HAVES THIS MONTH: [PODCAST SUPPORT WITHOUT OVERWHELM?] Let Commonwealth Co. handle the editing, production, and all the behind-the-scenes work so you can focus on your voice and vision. Visit their website and mention my name to save 10% on your first month. [READY TO SELL SOMETHING?] Shopify takes care of the logistics so you can focus on what you do best. Set up shop today for just $1/month!

After decades of making sense only on paper, ex-US markets are suddenly shining.  Nanette Abuhoff Jacobson from Hartford Funds says it's just the start.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Our Head of Corporate Credit Research explains why the legal confusion over U.S. tariffs plus the pending U.S. budget bill equals a revived focus on interest rates for investors.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research at Morgan Stanley.Today I'm going to revisit a theme that was topical in January and has become so again. How much of a problem are higher interest rates?It's Friday, May 30th at 2pm in London.If it wasn't so serious, it might be a little funny. This year, markets fell quickly as the U.S. imposed tariffs. And then markets rose quickly as many of those same tariffs were paused or reversed. So, what's next?Many tariffs are technically just paused and so are scheduled to resume; and overall tariff rates, even after recent reductions towards China, are still historically high. The economic data that would really reflect the impact of recent events, well, it simply hasn't been reported yet. In short, there is still significant uncertainty around the near-term path for U.S. growth. But for all of our tariff weary listeners, let's pretend for a moment that tariffs are now on the back burner. And if that's the case, interest rates are coming back into focus.First, lower tariffs could mean stronger growth and thus higher interest rates, all else equal. But also importantly, current budget proposals in the U.S. Congress significantly increase government borrowing, which could also raise interest rates. If current proposals were to become permanent. for example, they could add an additional [$]15 trillion to the national debt over the next 30 years, over and above what was expected to happen per analysis from Yale University.Recall that prior to tariffs dominating the market conversation, it was this issue of interest rates and government borrowing that had the market's attention in January. And then, as today, it's this 30-year perspective that is under the most scrutiny. U.S. 30-year government bond yields briefly touched 5 percent on January 14th and returned there quite recently.This represents some of the highest yields for long-term U.S. borrowing seen in the last two decades. Those higher yields represent higher costs that must ultimately be borne by the U.S. government, but they also represent a yardstick against which all other investments are measured. If you can earn 5 percent per year long term in a safe U.S. government bond, how does that impact the return you require to invest in something riskier over that long run – from equities to an office building.I think some numbers here are also quite useful. Investing $10,000 today at 5 percent would leave you with about $43,000 in 30 years. And so that is the hurdle rate against which all long-term investments or now being measured.Of course, many other factors can impact the performance of those other assets. U.S. stocks, in fairness, have returned well over 5 percent over a long period of time. But one winner in our view will be intermediate and longer-term investment grade bonds. With high yields on these instruments, we think there will be healthy demand. At the same time, those same high yields representing higher costs for companies to borrow over the long term may mean we see less supply.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 tell a friend or colleague about us today.

After the federal court's ruling against Trump's reciprocal tariffs, and an appeals court's temporary stay of that ruling, our analysts Michael Zezas and Michael Gapen discuss how the administration could retain the tariffs and what this means for the U.S. economy.Read more insights from Morgan Stanley.----- Transcript -----Michael Zezas: Welcome to the Thoughts on the Market. I'm Michael Zezas, Morgan Stanley's Global Head of Fixed Income Research and Public Policy Strategy.Michael Gapen: And I'm Michael Gapen, Chief U.S. Economist.Today, the latest on President Trump's tariffs.It's Thursday, May 29th at 5pm in New York.So, Mike, on Wednesday night, the U.S. Court of International Trade struck down President Trump's reciprocal tariffs. This ruling certainly seems like a fresh roadblock for the administration.Michael Zezas: Yeah, that's right. But a quick word of caution. That doesn't mean we're supposed to conclude that the recent tariff hikes are a thing of the past. I think investors need to be aware that there's many plausible paths to keeping these tariffs exactly where they are right now.Michael Zezas: First, while the administration is appealing this decision, the tariffs can stay in place. But even if courts ultimately rule against the Trump administration, there are other types of legal authorities that they can bring to bear to make sure that the tariff levels that are currently applied endure. So, what the court said the administration had done improperly was levy tariffs under the International Emergency Economic Powers Act (IEEPA).And there's been active debate all along amongst legal scholars about if this was the right law to justify those tariff levies. And so, there's always the possibility of court challenges. But what the administration could do, if the courts continue to uphold the lower court's ruling, is basically leverage other legal authorities to continue these tariffs.They could use Section 122 as a temporary authority to levy the 10 percent tariffs that were part of this kind of global tariff, following the reciprocal trade announcement. They also could use the existing Section 301 authority that was used to create tariffs on China in 2018 and 2019, and extend that across of all China imports; and therefore, fill in the gap that would be lost by not being able to use the International Emergency Economic Powers Act to tariff some of China's imports.So bottom line, there's lots of different legal paths to keep tariffs where they are across the set of goods that they're already applied to.Michael Gapen: So, I think that makes a lot of sense. And with all that said, where do you think we stand right now with tariffs?Michael Zezas: So, if the court ruling were to stand then the 10 percent tariffs on all imports that the U.S. is currently levying, that would have to go away. The 30 percent tariffs on roughly half of China imports, that would've to go away. And the 25 percent tariffs on Canada and Mexico around fentanyl, that would have to go away as well.What you'd be left with effectively is anything levied under section 232 or 301. So that's basically steel, aluminum, automobile tariffs. And tariffs on the roughly half of China imports that were started in 2018 and 2019. But as we said earlier, there's lots of different ways that the authority can be brought to bear to make sure that that 10 percent import tariff globally is continued as well as the incremental tariffs on China.But Michael, turning to you on the U.S. economy, what's your reaction to the court's ruling? It seems like we're just going to have a continuation of existing tariff policy, but is there something else that investors need to consider here?Michael Gapen: Well, I'm not a trade lawyer. I'm not entirely surprised by the ruling. It did seem to exceed what I'll call the general parameters of the law, and it wasn't what we – as a research group and a research team – were thinking was the most likely path for tariffs coming into the year, as you mentioned. And as we, as a group wrote, we thought that they would rely mainly on section 301 and 232 authority, which would mean tariffs would ramp up much more slowly. And that's what we had put into our original outlook coming into the year.We didn't have the effective tariff rate reaching 8 to 9 percent until around the middle of 2026. So, it reflected the fact that it would take effort and time for the administration to put its plans on tariffs in into place. So, I think this decision kind of shifts our views back in that direction. And by that I mean, we originally thought most of 2025 would be about getting the tariff structure in place. And therefore, the effects of tariffs would be hitting the economy mainly in 2026.We obviously revise things where tariffs would weigh on activity in 2025 and postpone Fed cuts into 2026. So, I think what it does for the moment is maybe tilts risks back in the other direction. But as you say, it's just a matter of time that there appears to be enough legal authority here for the administration to implement their desires on trade policy and tariff policy. So, I'm not sure this changes a lot in terms of where we think the economy's going. So, I'm not entirely surprised by the decision, but I'm not sure that the decision means a lot for how we think about the U.S. economy.Michael Zezas: Got it. So, the upshot there is – really no change from your perspective on the outlook for growth, for inflation or for Fed policy. Is that fair?Michael Gapen: That's right. So, it's still a slow growth, sticky inflation, patient Fed. It's just we're kind of moving around when that materializes. We pulled it into 2025 given the abrupt increase in in tariffs and the use of the IEEPA authority. And now it probably would come later if the lower court ruling stands.Michael Zezas: Right. So, sticking with the Fed. Several Fed speakers took to the airwaves last week, and it sounds like the Fed is still waiting for some of these public policy changes to have an effect on the real economy before they react. Is that a fair way to characterize it? And what are you watching at this point in terms of what determines your expectations for the Fed's policy path from here?Michael Gapen: Yeah, that's right. And I think, given that the appeals court has allowed the tariffs to stay in place as they review the lower court, the trade court's ruling, I think the Fed right now would say: Okay, status quo, nothing has changed.So, what does that mean? And what the Fed speakers said last week, and it also appeared in the minutes, is that the Fed expects that tariffs will do two things with respect to the Fed's mandate. It'll push inflation higher and puts risks around unemployment higher, right? So, the Fed is offsides, or likely to be offsides on both sides of its mandate.So, what Fed speakers have been saying is, well, when this happens, we will react to whichever side of the mandate we're furthest from our target. And their forecasts seem to say and are pretty consistent with ours, that the Fed expects inflation to rise first, but the labor market to soften later. So, what that means for our expectations for the Fed's policy path is they're likely to be on hold as they evaluate that inflation shock.And we'll keep the policy rate where it is to ensure that inflation expectations are stable. And then as the economy moderates and the labor market softens, then they can turn to cuts. But we don't think that happens until 2026. So, I don't think the ruling yesterday and the appeal process initiated today changes that.For now, the tariffs are still in place. The Fed's message is it's going to take us at least until probably September, if not later, to figure out which way we should move. Moving later and right is preferable for them than moving earlier and wrong.Michael Zezas: Got it. So bottom line, from our perspective, this court case was a big deal. However, because the administration has a lot of options to keep tariffs going in the direction that they want, not too much has really changed with our expectations for the outlook for either the tariff path and it's not going to fix to the economy.Michael Gapen: That's right. That's, I think what we know today. And we'll have to see how things evolve.Michael Zezas: Yep. They seem to be evolving every day. Mike, thanks for speaking with me.Michael Gapen: Thank you, Mike. It's been a pleasure. And 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.

Today's guest is Cole Wilcox, CIO of Longboard Asset Management, a boutique asset manager specializing in alternative investment strategies. In today's episode, Cole walks through one of my favorite papers of all time, Does Trend-Following Still Work On Stocks? Hint: it does. Cole explains why you have to be a good loser to be a good investor, how power laws dominate the stock market, and the set up for trend following going forward., including the dollar and gold, and if he believes we are headed for a recession. (0:00) Start (1:02) Introducing our guest, Brendan Ahern (5:53) The state of China's economy (14:18) Analysis of China's geopolitical concerns and international partnerships (20:01) The narrative around China post Russia-Ukraine (22:03) Deep dive into KWEB (29:44) Implications of the US election (32:40) Discussion on currency hedging (33:52) Other KraneShares' funds (41:44) Will TikTok be banned (43:52) Brendan's most memorable investment (46:18) Future plans for KraneShares ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Sponsor: YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Get 20% off your initial YCharts Professional subscription when you start your free trial. Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit megaphone.fm/adchoices