Podcasts about investing podcast

It's been quite a ride for equity markets this year. Uncertainty and volatility hit a fever pitch in the weeks following President Trump's sweeping tariff announcement in April as investors feared the potential for rising inflation, slow economic growth, and US assets, losing their aura of dominance. Tony DeSpirito, global CIO for BlackRock's Fundamental Equities Group, joins host Oscar Pulido to help make sense of recent market turmoil from an equity perspective where he sees opportunities amidst the volatility and what history tells us to expect as we look ahead to the rest of the year.Sources: Equity Market Outlook Q2 2025, BlackRock; BlackRock Fundamental Equities, with data from Morningstar & Bloomberg as of April 30, 2025;Check out the full series covering tariffs and market volatility on The Bid: https://open.spotify.com/playlist/3iiZbbNz3eI08zXGZ4n3LI?si=TNiOrYRoSxyXVsbwsBs68QKey moments in this episode:00:00 Stock Market Turmoil and Recovery01:22 Tony DeSpirito Gives His Q2 Outlook04:15 Historical Equity Markets Volatility06:53 Where Equity Opportunities in Volatile Markets Lie12:55 Global Market Comparisons17:34 Final Thoughts and Investor Considerations

With longer-term U.S. interest rates rising and no plan to reduce the budget deficit, is a U.S. national debt crisis imminent?Topics covered include:Why S&P, Fitch, and now Moody's stripped the U.S. of its pristine AAA debt ratingHow the U.S. national debt dynamics compare to Greece, Italy, and JapanWhat are four things investors should monitor for signs that the national debt crisis is worsening or spiraling out of controlInsiders Guide Email NewsletterGet our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletterOur Premium ProductsAsset CampMoney for the Rest of Us PlusShow NotesMoody's Ratings downgrades United States ratings to Aa1 from Aaa; changes outlook to stable—Moody's RatingsResearch Update: United States of America Long-Term Rating Lowered To 'AA+' On Political Risks And Rising Debt Burden; Outlook Negative—S&P GlobalInterest Expense and Average Interest Rates on the National Debt FY 2010 – FYTD 2025—FiscalData.Treasury.govThe Stark Math on the GOP Tax Plan: It Doesn't Cut the Deficit by Richard Rubin—The Wall Street JournalThe Long-Term Budget Outlook: 2025 to 2055—Congressional Budget OfficeWalmart says higher prices could hit this month due to tariffs by Natalie Sherman—BBCPost on May 17th, 2025; 7:27 AM by Donald J. Trump—Truth SocialWalmart responds to Trump comment that retailer should ‘eat the tariffs' by Kyler Swaim—The HillWhat's behind Japan's High Government Debt? by YiLi Chien and Ashley H. Stewart—Federal Reserve Bank of St. LouisRelated Episodes487: Are We Heading for a 2030s Depression? Global Economic and Population Shifts479: National Debt Master Class Finale – What To DoSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode of the Money and Investing show, Andrew Baxter and Mitch unpack the most common financial mistakes people make in their 30s. From lifestyle inflation and high-interest debt to ignoring your superannuation and delaying investment decisions, they explain how these habits can hold you back financially. The hosts highlight the importance of early investing, managing cash flow wisely, and staying focused on long-term goals. They also discuss how social media can influence spending and why it's important to stick to a disciplined plan. Personal examples and practical tips make this episode especially relevant for anyone aiming to build wealth in their 30s. Whether you're already in your 30s or planning ahead, this episode offers clear strategies to avoid money traps and strengthen your financial position. Subscribe to our Channel: https://www.youtube.com/channel/UCfmaldKMEUc5qXeIQ7zEBeA?sub_confirmation=1   FREE Online Training with Andrew Baxter: https://bit.ly/cod-online   Subscribe to Money and Investing Podcast: http://www.moneyandinvesting.com.au/   The Wealth Playbook: Your Ultimate Guide to Financial Security: https://www.wealthplaybook.com.au/  The Wealth Playbook on Audible: https://www.audible.com.au/pd/The-Wealth-Playbook-Audiobook/B0CXYYWZTB?qid=1711282387  

Investment opportunities in India have been gaining significant attention, driven by the country's robust economic growth and favorable demographic trends. But what are the key factors that make India an attractive destination for long-term investment opportunities, and how can they navigate the complexities of this dynamic market? Vivek Paul, Head of Portfolio Research and UK Chief Investment Strategist for the BlackRock Investment Institute, will help explore the investment landscape in India, the opportunities in public markets, and the long-term growth potential driven by the country's economic growth and demographic strengths. We'll also delve into the implications of India's rapid digitization and resilience in a fragmented geopolitical landscape and discuss the challenges investors should consider in this evolving market. Key moments in this episode:00:00 Introduction to Investment Opportunities in India00:53 Exploring India's Economic and Demographic Strengths02:41 The Impact of Digitization and Geopolitical Dynamics03:26 Demographics and Economic Growth05:03 Stock Market vs. Economic Growth08:32 Fixed Income Markets and Central Bank Policies10:26 Geopolitical Risks and Tariffs12:47 Investment Risks and Opportunities in Indian Equities15:27 Conclusion and Final ThoughtsCheck out our previous episode on India from last year here: https://open.spotify.com/episode/5lsbTpWYFSxgJkz75VA2rB?si=di74nyAmTISczr6uR_q5tASources: “Tapping Into India's Transformation” Investment Perspectives, BlackRock Investment Institute, 2025

Episode 97: Empty Ships, Soaring Tariffs & the Supply Chain Squeeze This week on Drunk Real Estate, we unpack the economic storm forming at U.S. ports—where incoming ships are arriving nearly empty, and retailers are bracing for a 40% increase in import costs due to new tariffs on Chinese goods. While inflation headlines cool off, the real pressure is building where it matters most: logistics, trade, and the price tags on everything we buy. From shipping slowdowns and job risk at ports to retail panic and the Fed's silent struggle, this episode connects the dots that most people are missing.

The topics, stocks and shares mentions / discussed include: A special guest interview with serial entrepreneur, trader, investor and co-Founder of the Investor Summit, Sam Bell. The highs & lows of trading & investing. Working with Asset Managers Google / GOOG / Microsoft / MSFT TECH / CODE / GOPHERCON UK The Investor Summit Barclays / BARC Marks & Spencer / MKS NCC Greatland Gold / GGP Wickes Group / WIX Cranswick / CWK Alphawave / AWE Shorting stocks GOLD Uranium Yellow Cake / YCA Wishbone Gold / WSBN Chariot Ltd / CHAR Psychology / Risk / Research Investing Trading Menphys Charity Just Giving Fundraising page & much more ShareScope special discount offer code ShareScope : TwinPetes Harriman House books Harriman House – Independently minded publishing support the TwinPetesInvesting Challenge Investors' Chronicle sponsor Special Trial Offers (investorschronicle.co.uk) the TwinPetesInvesting Challenge Henry Viola-Heir's blog Home – The Ethical Entrepreneur Powder Monkey Brewing Co All Products – Powder Monkey Brewing Co 10% discount code : TWINPETES The 2025 TwinPetesInvesting MENPHYS Charity Appeal please make a donation on the TwinPetes Investing Charity Challenge 2025 Just Giving page here where  Peter Higgins & the TwinPetesInvesting podcast are fundraising for the children with disabilities charity, Menphys. The Twin Petes Investing podcasts will be linked to and written about on the Conkers3 website , on the Sharescope website and also on available via your favourite podcast and social media platforms. Thank you for reading this article and listening to this podcast, we hope you enjoyed it. Please share this article with others that you know will find it of interest.

In this episode of KJH Insights, Joel Clark, CEO, and Sarah Bull, Managing Partner & Portfolio Manager, discuss the uncertain economic landscape, driven by U.S. policy changes, trade negotiations, and shifting bond yields. They also explore Canada's evolving role in the global economy, particularly in commodities, and the implications for investors. Join them as they cut through the noise to highlight the key issues impacting markets.

How can we apply the same emergency measures that Harvard and other universities are using to navigate a financial crisis? Also, how universities invest their endowments and what their performance has been.Topics covered include:What has led to the financial crisis at HarvardWhat actions has the university takenHow do endowments invest and spend their fundsHow endowments maintain intergenerational equityHow we can apply the principles universities use in our own investingSponsorsNetSuite LinkedIn Jobs – Use this link to post your job for free on LinkedIn JobsInsiders Guide Email NewsletterGet our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletterOur Premium ProductsAsset CampMoney for the Rest of Us PlusShow NotesLetter Sent to Harvard 2025-04-11—HarvardHarvard Response 2025-04-14—HarvardTrump Administration Will Freeze $2 Billion After Harvard Refuses Demands by Vimal Patel—The New York TimesShould Harvard Be Tax Exempt? by The Editorial Board—The Wall Street JournalFact Sheet: President Donald J. Trump Reforms Accreditation to Strengthen Higher Education—The White HouseAt Grim Town Hall, Harvard Medical School Leaders Tell Staff to Expect Layoffs and Far-Reaching Cuts by Avani B. Rai and Saketh Sundar—The Harvard CrimsonCan Harvard Use Its Endowment To Make Up For Federal Cuts? It's Possible, but Not That Simple. by Avani B. Rai and Saketh Sundar—The Harvard CrimsonYale Weighs $850 Million Bond Sale Amid Trump's Higher Education Attack by Elizabeth Rembert and Amanda Albright—BloombergYale seeks to sell billions in private equity investments as political pressures from Trump mount by Liese Klein—CT Insider2024 NACUBO-Commonfund Study of Endowments—NACUBOEndowments Face Liquidity Crunch Amid Market Pullback, Funding Cuts by Matt Toledo—Chief Investment OfficerBig investors borrow against private equity holdings amid cash crunch by Amelia Pollard and Antoine Gara—The Financial TimesRelated Episodes402: Why Student Debt Is So High and Forgiving It Doesn't Fix the Problem245: Is College Worth It?180: Can You Outperform Harvard's Endowment?See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode of the Real Estate Education and Investing Podcast, Erin Spradlin and James Carlson clear up the confusion around leases versus rental agreements, explaining that despite what some YouTube videos claim, both essentially serve as legal contracts with similar protections. Traditional leases happen outside platforms like Airbnb, the rental agreements within these platforms still offer legal protection for landlords—though they warn that platforms increasingly favor guests over hosts. They share a candid story about ignoring red flags with a tenant that led to headaches, emphasizing that proper tenant screening matters more than the type of agreement you use. So what makes a rental property work-friendly in today's market. They critique recommendations from AirDNA about essential work-from-home amenities for medium-term rentals, debating whether ergonomic chairs (which James calls "space-agey" and aesthetically unpleasing) are worth including versus more universally appealing standing desks. Their most practical advice? Don't put the workspace in common areas—workers need privacy and a door they can close during calls. As the medium-term rental market becomes increasingly professional, they stress that landlords need to thoughtfully design workspaces that photograph well but also function properly for remote workers. Throughout the episode, Erin and James blend practical advice with personal insights, making complex property management concepts accessible to investors at any level. Contact James: james@jamescarlsonRE.com Contact Erin: Erin@erinspradlin.com For more information visit: https://www.jamescarlsonre.com/ https://www.erinandjamesrealestate.com/

In today's episode, Kip breaks down a market session that looked like a near mirror image of yesterday's trading. He also highlights the continued leadership from the semiconductors since the early April lows, and explains why that is exactly the kind of action you want to see from this market. Tune into today's podcast to learn more.

In today's episode, Kip dives into another eventful day on Wall Street, where markets continued their climb except for United Healthcare, which took a heavy hit and pulled the Dow lower. Kip breaks down the biggest market movers, including soaring gains in Nvidia and Tesla, fueled by major announcements and Elon Musk's headline grabbing speech alongside President Trump in Saudi Arabia.

In today's episode, Kip breaks down a high energy start to the week in the markets, as retail and millennial investors continue to outmaneuver institutional titans. Kip dives into the ongoing saga of Trump's China tariffs, dissecting the latest 90 day pause, fresh tariff reductions, and what this chaotic negotiation style means for U.S. companies and market momentum.

In this episode I dive into what I bought in my Stocks and Shares ISA in May. The stocks, funds and also a deep dive into my I've sold most of my S&P500 holding!Join the waitlist for Stock Market School

Capital markets are a powerful force in the global financial landscape. These markets connect long-term savings with productive uses of capital. Driving innovation, growth and job creation. But what are capital markets and how will they contribute to long-term global economic development?Samara Cohen, chief Investment Officer of ETF and Index Investments at BlackRock joins host Oscar Pulido to explore the key differences in capital market growth strategies between mature and emerging markets, how capital markets help in mobilizing investment, and the role of regulatory frameworks and market innovation in ensuring their effective functioning.Sources: “The Virtuous Cycle: The Global Potential Of Capital Markets” BlackRock, 2025This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to the names of each company mentioned in this communication is merely for explaining the investment strategy and should not be construed as investment advice or investment recommendation of those companies. In the UK and Non-European Economic Area countries, this is authorised and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorised and regulated by the Netherlands Authority for the Financial Markets. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosures capital markets, global economy, economics, bond markets, retirementSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In today's episode, Tyler breaks down a good day of stock market action amid a flurry of global headlines. He covers the latest significant Trump trade developments and the major political and financial news driving historic levels of bearish sentiment amid record-high retail investor buying. Whether you're feeling bullish, cautious, or just trying to keep up, this episode is packed with timely insights and analysis to help you stay ahead in today's fast-moving markets.

Discover how bond market ETFs have transformed investing — making bonds easier, cheaper, and more accessible than ever. We also explore how the bond market's very composition has evolved.Episode SponsorsDelete Me – Use code David20 to get 20% offInsiders Guide Email NewsletterGet our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletterOur Premium ProductsAsset CampMoney for the Rest of Us PlusShow NotesThe total return strategy in bonds is far from dead by James Bianco—The Financial TimesWhat I Learned in My First Year Managing Fixed-Income by Jim Bianco—Bianco Research AdvisorsETFs are eating the bond market by Robin Wigglesworth and Will Schmitt—The Financial TimesRelated Episodes463: How to Lock in Higher Yields in Case Interest Rates Fall455: Easier Investing, Richer Life: TIPS Ladders to Annuities418: Bond Investing MasterclassSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode of the Real Estate Education and Investing Podcast, Erin Spradlin and James Carlson, tackle two critical issues affecting property investors: Furnished Finder's new "worry-free waiver" program and a concerning short-term rental ban in Woodland Park, Colorado. They analyze Furnished Finder's deposit alternative which charges hosts $60-80 monthly for protection up to $3,500 in damages, highlighting numerous limitations including cosmetic damage exclusions and comparing it unfavorably to traditional landlord protection policies. The hosts argue that security deposits serve not only as protection but also as an essential tenant screening tool—if prospective tenants cannot afford a deposit, they likely cannot afford the rental itself. The second segment examines Woodland Park's citizen-led ballot measure that completely banned STRs without grandfathering existing permit holders. What's particularly alarming is a recent court ruling suggesting property owners have little chance of successful legal challenge, setting a potentially dangerous precedent unlike previous regulatory changes in Colorado communities which typically preserved existing STR permits. Throughout the episode, the hosts emphasize the importance of working with knowledgeable professionals who understand local STR laws and can help investors navigate the increasingly complex regulatory landscape. Contact James: james@jamescarlsonRE.com Contact Erin: Erin@erinspradlin.com For more information visit: https://www.jamescarlsonre.com/ https://www.erinandjamesrealestate.com/

In today's episode, Kip breaks down the latest market action following a relatively drama free Fed meeting and takes us inside the day's key movers, including a rally led by semiconductors and tech stocks. Kip dives into why the chip sector's performance and Tesla's next moves could signal a big shift for the broader market and explains why all eyes should be on these market leaders reclaiming their 200 day moving averages.

In today's episode, Kip recaps the record-breaking nine-day run in the S&P 500, and breaks down a rocky start to this week's trading as our major indexes are at short-term overbought and near resistance levels. Kip also shares insights into the VRA Investing System and what he is watching for in this market right now. From technical market signals to geopolitics, you won't want to miss this episode of the VRA Investing Podcast.

In today's episode, Tyler dives in to another strong day for our markets, with the S&P 500 notching its 8th straight positive session. He also covers two very different market reactions to Q1 earnings reports from Magnificent 7 names. From there, he walks through today's market indications, sector performances, and gives an inside look into what the VRA is watching for next. Tune into today's podcast to learn more.

Ali Akay, CIO of Carrhae Capital, answers the question of why invest in emerging markets. He also shares with Greg Dowling of FEG insights on China, Mexico, South Korea, Argentina, Greece, Turkey, South Korea, and South Africa.Insiders Guide Email NewsletterGet our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletterOur Premium ProductsAsset CampMoney for the Rest of Us PlusShow NotesEmerging Unscathed: Featuring Ali Akay—FEG Insight BridgeRelated Episodes474: Are Emerging Markets Bonds a Once-in-a-Generation Opportunity?411: Is Emerging and Frontier Markets Investing Still Worth It? – With Asha MehtaSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode of the Real Estate Education and Investing Podcast, Erin Spradlin and James Carlson, chat about something pretty surprising – how recessions actually affect the housing market in ways you might not expect. They break down the weird pattern that happens: home sales usually dip when a recession hits, but then they often pick up steam midway through and at the end as interest rates drop. The hosts share some eye-opening stats from Housing Wire's economist showing that despite 2023-2024 having historically low sales, more people are submitting purchase applications, suggesting buyers are getting ready to jump back in. They also discuss the new Colorado law that's shaking things up for short-term rental owners – now unincorporated counties can bump their lodging tax from a measly 2% all the way up to 6%, just like cities can. If you've got a vacation rental in the mountains or rural areas, this is definitely something to watch! James, who works with short-term rental investors across the country, explains how these taxes show up on the guest side through platforms like Airbnb, which automatically handles all the local tax stuff. Airbnb is programmed to know all the different Airbnb laws in each area – it won't even let you list a short-term stay in places with minimum-night requirements. Throughout their conversation, they provide tons of practical insights for anyone thinking about real estate investment during economic uncertainty or jumping into the short-term rental market. Enjoy this crash course in navigating the housing market during weird economic times! Contact James: james@jamescarlsonRE.com Contact Erin: Erin@erinspradlin.com For more information visit: https://www.jamescarlsonre.com/ https://www.erinandjamesrealestate.com/

In today's episode, Kip breaks down the remarkable market recovery today and dives into a new theme we're experiencing, which he calls “the wild west of free market capitalism.” He shares his perspective on the current state of market patterns, insider maneuvers, and how savvy investors can spot the tells that institutions and administrations leave behind. Tune into today's podcast to learn more.

The geopolitical landscape in 2025 has seen significant shifts and developments. President Trump's second term has ushered in a new era of international relations, characterized by bold policy changes and strategic maneuvers. The implementation of new tariffs has reshaped global trade dynamics, raising concerns about broader economic implications. As we navigate these complex geopolitical changes, investors are asking how these developments will impact international trade, economic relations, and market stability.Catherine Kress, Head of Geopolitical Research and Strategy at BlackRock, provides an update on the current status of tariffs globally, we'll discuss the key developments investors should be watching, and how they might impact international trade and economic relations. We'll also examine geopolitics in President Trump's first 100 days in office, other major stories on the horizon and how they could evolve in ways that impact investors.This episode was recorded on April 28th and published on April 29th.

In today's episode, Kip breaks down what's shaping up to be a pivotal week for the markets. Kip covers the recent shift in sentiment as the rally continues after months of bearish outlook, and the critical role that upcoming trade deals, economic data, and especially major tech earnings—from Microsoft, Meta, Amazon, and Apple—will play in defining the next move for stocks. Tune into today's podcast to learn more. 

In today's episode, Kip breaks down a volatile Monday to kick off the week for our markets, unpacking how retail investors have stepped up to the plate to keep this market for heading lower as professional fund managers head for the exit. He also covers last week's Zweig Breadth Thrust, and looks ahead to a potentially pivotal week this week for our markets. Tune into today's podcast to learn more.

In today's episode, Kip recaps an eventful week on Wall Street and dives into why recent market turbulence reminds him of the early pandemic day, though with a decidedly different outlook this time around. Kip unpacks the impact of shifting trade policies, the crucial role millennials (he dubs today's "Mrs. Watanabes") have played in keeping the bull market alive, and what the latest technical signal, like the extremely rare Zweig Breadth Thrust means for investors looking for signs of a market rebound. Tune into today's podcast to learn more. 

In today's episode, Kip breaks down a whirlwind day on Wall Street, diving into the latest market action following rumors of a possible U.S.-China trade meeting—despite China's denials. Kip spotlights the rare and powerful “Zweig Breadth Thrust” buy signal, a technical indicator that's only flashed 17 times since 1950 and has a 100% track record of the S&P 500 posting gains a year out.

The U.S has traditionally been a safe haven for investing, but that hasn't been the case in 2025. We explore three economic and narrative regimes and consider why we may be witnessing a shift after 12 years of U.S. outperformance.Topics covered include:What was the narrative and economic and financial performance from 1995-2001, 2002-2012, and 2012 -2024.How the performance of the U.S. dollar impacted returnsWhy did economic forecasters predict the U.S. national debt would be paid off in 2011, and why were they wrong?Signs that the current economic and financial narrative is shifting.Insiders Guide Email NewsletterGet our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletterOur Premium ProductsAsset CampMoney for the Rest of Us PlusShow NotesTestimony of Chairman Alan Greenspan Outlook for the federal budget and implications for fiscal policy Before the Committee on the Budget, U.S. Senate January 25, 2001—The Federal Reserve BoardFederal Surplus or Deficit [-] as Percent of Gross Domestic Product—FRED Economic DataNonfarm Business Sector: Labor Productivity (Output per Hour) for All Workers—FRED Economic DataNarrative Economics: How Stories Go Viral and Drive Major Economic Events by Robert J. Shiller—Princeton University PressDonald Trump vs Mr Market by Tim Harford—The Financial TimesTourism boycott? Europe travel to US drops in wake of Trump presidency by Talyta França & Alessio Dell'Anna, Mert Can Yilmaz—euronewsTrump's Trade Offensive Threatens America's Financial Primacy by Nick Timiraos, Jack Pitcher, and Chelsey Dulaney—The Wall Street JournalRelated Episodes519: Is This the End of Globalization and Free Trade?380: How Stories Drive Our Happiness and Financial SuccessSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Global markets have been experiencing extraordinary volatility in response to the U.S. tariff pause announced on April 9th, a reflection of the uncertainty surrounding the economic and policy outlook. But similar to other unprecedented market moments in history, the investment strategies that work today may not apply tomorrow. So how can investors adapt their investment approach, when the familiar economic rulebook is thrown out? Rich Mathieson, a senior portfolio manager within the Systematic Active Equities team, a quantitative investment group at BlackRock will take us through some of the pivotal moments in history where uncertainty was a catalyst for transformation in the insights and strategies used by investors. He'll share how that's playing out in markets today, including how he is using data and techniques that can help investors cut through the headline noise. This episode was recorded on April 22nd and published April 23rd.Key moments in this episode:00:00 Introduction to Market Volatility and Impact of Tariff Policies02:41 Unique Features of Current Market06:29 Artificial Intelligence in Investing08:14 Analyzing Trade Tensions11:05 Current Market Environment13:51 Investment Opportunities15:43 Portfolio Construction Insights17:20 Conclusion and Next Episode PreviewSources: “Stocks Advance as Nvidia Closes at All-Time High: Markets Wrap”, Bloomberg January 2025; “Investors haven't been this bearish in 30 years” Blooomberg, April 2025; “Is This The Brink Of The Recession We Have Yet To Have?” Bloomberg, April 2025; BlackRock Systematic, as of April 22, 2025. Comment references momentum and crowding signals; Bloomberg data for MSCI World Index performance, referencing performance during the month of April 2025; “As tariffs roil the markets, here's why some sectors are faring worse than others”, CBC News April 2025; “The Magnificent 7's lousy year, by the numbers”, CNBC, April 2025; Bloomberg, performance of S&P 500 Index for 2023 and 2024

In this episode of the Real Estate Education and Investing Podcast, Erin Spradlin and James Carlson break down why 2025 may be one of the most confusing years ever for real estate investors. With the Trump administration's new tariffs and aggressive deportation policies in full effect, construction materials are more expensive, labor is scarcer, and residential construction costs are rising fast. The hosts reference a new NAHB study showing how even common items like washing machines are now significantly more expensive to install in new homes. More importantly, they explain how this filters down to both investors and homebuyers, who are now forced to make major financial decisions in a climate of fear and unpredictability. Erin discusses what she's seeing in the rental space—owners feeling nervous about bookings and pricing, especially as travel slows and spending tightens. James adds that even active buyers are showing signs of second-guessing their moves, unsure if rates, insurance, or home values are stable enough to trust. They also explore global forecasts suggesting home insurance premiums could rise by 30–40%, as rebuilds take longer and cost more due to disrupted supply chains. This episode is an honest, grounded look at buying property during economic instability, and what savvy investors can do to navigate a volatile market. Contact James: james@jamescarlsonRE.com Contact Erin: Erin@erinspradlin.com For more information visit: https://www.jamescarlsonre.com/ https://www.erinandjamesrealestate.com/

In today's episode, Kip breaks down another rollercoaster day in the markets, marking back-to-back days of gains. Kip dives into the different angles of this two-day rally, from short-covering swings to market-moving headlines. He also shares a few real stories for VRA Members and business owners who are feeling the real-world effects of Trump's policies. Tune into today's podcast to learn more.

In today's episode, Kip breaks down a strong turnaround in the markets, highlighting a broad-based rally that reversed the previous day's losses. Kip dives deep into what's driving these moves—including eye-opening market internals, the latest action in stocks, and key technical signals he's watching for signs of a genuine recovery versus just another bear market rally. Tune into today's podcast to learn more. 

In today's episode, Kip covers the market's rocky return to trading after the long Easter weekend. Kip breaks down the latest economic data and what the future of global trade may hold. He also dives into today's declines in our major indexes, the surge in gold, and where other opportunities may be in today's trading. Tune into today's podcast to learn more.

This is my appearance on The Art of Quality in Investing Podcast with John Candeto and Paul Higgins. Enjoy!The Art of Quality Podcast --- This podcast explores the lived experience of those with a deep familiarity with the stories and patterns of quality across business, entrepreneurship, investing and the arts. We have learned like the stoics, stories carry most of the wisdom.Bogumil Baranowski is the founder of Blue Infinitas Capital, author of three investing books, including Money, Life, and Family, and host of the globally followed Talking Billions podcast.Trained in the Buffett-Munger school of thought, he brings 20 years of investment experience. Born in Poland, educated across Europe, and professionally shaped in New York City, he has served as a portfolio manager, fund manager, partner, and founding partner at leading investment firms.At Blue Infinitas Capital, he advises affluent families on both sides of the Atlantic, managing wealth across generations and navigating market cycles.Bogumil is also a TEDx speaker, a regular at VALUEx Klosters and MOI Global, and a longtime attendee of the Berkshire Hathaway Annual Meeting.What We DiscussedTrust is the cornerstone of long-term wealth management.Investing is an infinite game, focused on long-term survival, not short-term wins.Effective wealth preservation spans generations and requires engaging the entire family.Crises test the strength of client-advisor relationships and highlight the value of trust.Wealth is deeply emotional, shaping family dynamics and requiring compassion and understanding.Compounding wealth is a nonlinear force—difficult to grasp but thriving with patience and a long-term mindset.Navigating volatility demands emotional intelligence and strong relationships.Honest conversations are crucial for successful wealth transfer.Lessons from nature inspire resilience and sustainable investment practices.Choosing the right clients ensures a more fulfilling and effective advisory practice.Podcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

Episode 93! In this week's episode of Drunk Real Estate, the team dives into the surging bond yields, collapsing liquidity, and growing fears that the U.S. treasury market is flashing major warning signs. Is China dumping U.S. debt? Are leveraged bond trades putting the global economy at risk? And how will this all impact real estate investors, mortgage rates, and Fed policy?

In today's episode, Kip takes us through a busy pre-Easter Thursday on Wall Street, unpacking the day's light-volume trading session and a hefty 527-point drop in the Dow, mostly blamed on UnitedHealthcare's disappointing earnings and guidance. Kip dives into the resilience of the broader markets despite the Dow's decline, highlights the surprising strength in market internals, and shares insights from his appearance on the Charles Payne Show—where he didn't hold back critiquing Fed Chair Jay Powell.

In this episode, we explore what it means to invest in a non-ergodic world—where time, not averages, determines outcomes. We unpack concepts like volatility drag, ensemble vs. time averages, and the implications for portfolio strategy, while also reflecting on how AI and zero-click search are reshaping business and investor behavior.Topics covered include:What is ergodicity and why it mattersHow path dependency and emerging phenomena disrupt the long-termHow podcasting and blogging has changedWhat is the future of Money for the Rest of UsEpisode SponsorsNetSuite LinkedIn Jobs – Use this link to post your job for free on LinkedIn JobsInsiders Guide Email NewsletterGet our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletterOur Premium ProductsAsset CampMoney for the Rest of Us PlusShow NotesWayback Machine: jdstein.comProbabilities and Payoffs: The Practicalities and Psychology of Expected Value by Michael J. Mauboussin and Dan Callahan, CFA—Morgan StanleyThe Black Swan: The Impact of the Highly Improbable by Nassim Nicholas Taleb—Penguin Random HouseThe 60% Problem — How AI Search Is Draining Your Traffic by Tor Constantino, MBA—ForbesHollywood Is Cranking Out Original Movies. Audiences Aren't Showing Up. by Ben Fritz—The Wall Street JournalHow Late Night TV Is Downsizing by Alex Weprin and Rick Porter—The Hollywood Reporter‘Severance' Surpasses ‘Ted Lasso' To Become Apple TV+'s Most Watched Series With Season 2 Launch by Nellie Andreeva—DeadlineList of most watched television broadcasts in the United States—WikipediaTao te Ching by Lao Tzu (Author), Marc Mullinax (Translator)—fortress pressWhy AI Might Not Take All Our Jobs—If We Act Quickly by Justin Lahart—The Wall Street JournalElon Musk and the Dangerous Myth of Omnigenius by Gautam Mukunda—BloombergSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode of the Real Estate Education and Investing Podcast, Erin Spradlin and James Carlson examine two urgent real estate issues facing buyers and investors in 2025. First, they take a close look at the growing interest in office to housing conversion, especially in cities struggling with high vacancy rates and lack of affordable housing. They explore how local governments are incentivizing developers to repurpose commercial buildings, and why co-housing might be the only financially viable option in many of these conversions. Erin shares why the rise in remote work is pushing companies to reevaluate office space, while James warns of the unintended consequence of turning corporate buildings into glorified company dorms. Then they unpack the implications of the Fannie Mae condo blacklist, which quietly renders thousands of condo buildings ineligible for traditional financing due to stricter post-Surfside regulations. From insurance issues with HOAs to outdated building maintenance, Erin and James reveal how being labeled a non-warrantable condo can trap sellers and scare off buyers—especially since there's no public access to the list. They offer a helpful reminder to always ask about a condo's loan eligibility and recommend working with agents who understand how to interpret HOA financials and compliance documents. Whether you're looking to invest in co-living spaces or buy a condo, this episode is packed with actionable advice and critical insights into the realities of urban housing in 2025. Contact James: james@jamescarlsonRE.com Contact Erin: Erin@erinspradlin.com For more information visit: https://www.jamescarlsonre.com/ https://www.erinandjamesrealestate.com/

On April 9th, the U.S. administration announced a 90-day tariff pause on country-specific reciprocal tariffs, exempting key tech imports while maintaining high tariffs on select Chinese goods. This decision introduced extraordinary volatility to global markets. Notably, the S&P 500 rebounded nearly 6% last week, marking one of its largest daily jumps in history. Meanwhile, long-term U.S. Treasury yields spiked, reflecting investors' altered risk perceptions in light of the tariff adjustments. At the same time, the U.S. dollar tumbled to three-year lows against major currencies, highlighting concerns about future currency valuations in these tumultuous times. But the question remains, how should investors respond when considering the implications of prolonged uncertainty, including potential recession risks, impacts on corporate investment, and consumer spending?In this episode of The Bid, Oscar Pulido is joined by Alex Brazier, Global Head of Investment & Portfolio Solutions and Helen Jewell, Chief Investment Officer for EMEA at BlackRock. Alex and Helen will help us unpack the details of this tariff pause, its effects on market dynamics, and provide strategic insights for investors considering how to navigate volatile markets.NOTE: This episode was recorded and published on April 15th 2025Key moments:00:00 Introduction to the Tariff Pause, Market Reactions and Volatility02:45 Discuss Historic Market Movements06:48 Equity Market Reactions09:13 Portfolio Strategies in Uncertain Times12:20 Investor Questions14:12 Looking Ahead: What Are Experts Looking For?18:46 Conclusion and Final ThoughtsThis content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to the names of each company mentioned in this communication is merely for explaining the investment strategy and should not be construed as investment advice or investment recommendation of those companies. In the UK and Non-European Economic Area countries, this is authorised and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorised and regulated by the Netherlands Authority for the Financial Markets. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosuresTariff pause, us tariff pause, The Bid, The Bid Investing podcast, Tariff War, Tariff Relief, Investing Insights, Tariffs and Economy, Tariff, TariffsSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

What will the impact be now that the U.S. has one of the highest tariff rates in the world?Topics covered include:Why the Trump administration raised tariffsHow the last round of U.S. tariffs led to higher prices and lower economic growthFour ways the world remains close to record connectivityWho have been the winners and losers from global tradeWhat will be the impact of this trade warEpisode SponsorsDelete Me – Use code David20 to get 20% offInsiders Guide Email NewsletterGet our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletterOur Premium ProductsAsset CampMoney for the Rest of Us PlusShow NotesThe economic consequences of Mr Trump – looking for clarity in the tariffs chaos by Neil Shearing—Capital EconomicsTariff rate, most favored nation, simple mean, all products (%)—World Bank GroupDonald Trump's tariffs will fix a broken system by Peter Navarro—The Financial TimesDHL Global Connectedness Tracker—DHLObjective Knowledge: An Evolutionary Approach by Karl R. Popper—Oxford University PressGDP per capita (constant 2015 US$)—World Bank GroupJOSEPH E. STIGLITZ, GLOBALIZATION AND ITS DISCONTENTS REVISITED: ANTI-GLOBALIZATION IN THE ERA OF TRUMP, NEW YORK: W.W. NORTON & COMPANY, 2018 by Lino Sau—Annals of the Fondazione Luigi EinaudiFIFTY YEARS OF GROWTH IN AMERICAN CONSUMPTION, INCOME, ANDWAGES by Bruce Sacerdote—National Bureau of Economic ResearchReal Median Household Income in the United States—FREDEmployed full time: Median usual weekly real earnings: Wage and salary workers: 16 years and over—FREDConsumer Price Index for All Urban Consumers: Food in U.S. City Average/Median Household Income in the United States—FREDTrump's Love for Tariffs Began in Japan's '80s Boom By Jim Tankersley and Mark Landler—The New York TimesRelated Episodes515: Tariffs and the Mar-a-Lago Accord: What Trump Really Wants516: What Trump Wants Part 2 – How Trade Deficits and Capital Flows Can Harm or Help Countries427: Did the Tariffs Work? The Trade War Five Years Later212: Trade Wars Increase Prices and PovertySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The recent tariff announcements by President Trump on April 2nd have sent shockwaves through the global markets, triggering significant market volatility, driven by the uncertainty of these tariffs and their impact on global supply chains, inflation, and economic growth. As markets are grappling with various potential scenarios, how should investors be positioning their portfolios to navigate continued uncertainty? Glenn Purves, Global Head of Macro at the BlackRock Investment Institute and Gargi Pal Chaudhuri, Chief Investment and Portfolio Strategist for the Americas at BlackRock. Glenn and Gargi will help us navigate the current themes driving market dynamics, how these shifts impact supply chains and prices, and how investors can manage volatility and uncertainty in these turbulent times. This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to the names of each company mentioned in this communication is merely for explaining the investment strategy and should not be construed as investment advice or investment recommendation of those companies. In the UK and Non-European Economic Area countries, this is authorised and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorised and regulated by the Netherlands Authority for the Financial Markets. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosurestariff, tariffs, global markets, inflation, economy, economic growth, blackrock, the bid, finance, finserv, trump, market volatilitySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode of the Real Estate Education and Investing Podcast, Erin Spradlin and James Carlson break down how newly implemented tariffs and immigration policies are reshaping the housing market. Referencing a recent New York Times article, they analyze a case study showing that labor and material costs for a new home in Phoenix jumped by nearly 9%, mainly due to deportations affecting construction labor and tariffs inflating imported material prices like concrete and insulation. Erin highlights how even though not every buyer will purchase a new build, these increased costs will reduce supply and place upward pressure on prices across the market. They also discuss how mortgage rates in April 2025 have hit a temporary low, providing a rare moment of increased buying power. With interest rates dropping from 7.25% to 6.5%, buyers can now afford more house—but the hosts caution that this window may be short-lived. James explains how first-time homebuyer challenges continue to mount, especially as affordability remains out of reach and rate fluctuations create uncertainty. While this could be an ideal moment to buy for confident, secure buyers, they warn that volatility may discourage others from jumping in. The episode closes with a grounded conversation about whether now is the time to sell. Despite lower rates, Erin and James explain why they're still holding—highlighting how real estate investing during political uncertainty calls for patience, not panic. If you're looking for data-driven, real-talk perspectives on the state of real estate in 2025, this episode has you covered. Contact James: james@jamescarlsonRE.com Contact Erin: Erin@erinspradlin.com For more information visit: https://www.jamescarlsonre.com/ https://www.erinandjamesrealestate.com/  

Greg Dowling of FEG interviews Max Belmont, a gold specialist and portfolio manager at First Eagle Investments. Greg and Max discuss the historical, philosophical, and practical reasons for owning gold.Topics covered include:Where does gold's reputation as a safe haven come from, and why it trades differently than other commodities.How gold differs from other asset classes including Bitcoin, which is sometimes referred to as digital gold.How we should think about gold when including it in our investment portfolios.Insiders Guide Email NewsletterGet our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletterOur Premium ProductsAsset CampMoney for the Rest of Us PlusShow NotesThe Golden Age with Max Belmont - FEG Insight Bridge episode pageRelated Episodes431: The Long-term Bullish Case for Gold316: Paper, Rocks, or Digits—What Makes the Best Money263: Should You Invest In Gold?See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

We compare three approaches to closed-end fund investing: Opportunistic trading, the buy and hold income factory, and a systematic approach of selling closed-end funds after 5% gains.We also explore the pros and cons of closed-end funds relative to open-end mutual funds and ETFs.Episode SponsorsStawberry.meNetSuite Insiders Guide Email NewsletterGet our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletterOur Premium ProductsAsset CampMoney for the Rest of Us PlusShow NotesThe Closed-End Fund Market, 2023—Investment Company InstituteThe Income Factory: An Investor's Guide to Consistent Lifetime Returns by Steven Bavaria—McGraw-Hill CompaniesRetirement Money Secrets: A Financial Insider's Guide to Income Independence by Steve Selengut—RIC LLCHow to Invest in Closed-End Funds—Money for the Rest of UsInvesting in Closed-End Funds Course—Money for the Rest of UsSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

How trade deficits are making the U.S. poorer, while in the past they have made the U.S. wealthier.Topics covered include:Two ways countries can increase their competitivenessHow savings always equals investmentWhy excess savings flows to the U.S. leading to a drop in U.S. domestic savingsWhy the U.S. current trade situation could lead to a debt crisisEpisode SponsorsNetSuite LinkedIn Jobs – Use this link to post your job for free on LinkedIn JobsInsiders Guide Email NewsletterGet our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletterOur Premium ProductsAsset CampMoney for the Rest of Us PlusShow NotesWhy U.S. Debt Must Continue to Rise by Michael Pettis—Carnegie EndowmentCould Trump devalue the dollar with a "Mar-a-Lago Accord"? by Paul Diggle and Luke Bartholomew—Aberdeen InvestmentsA User's Guide to Restructuring the Global Trading System by Stephen Miran—Hudson Bay CapitalIs Peter Navarro Wrong on Trade? by Michael Pettis—Carnegie EndowmentRelated Episodes515: Tariffs and the Mar-a-Lago Accord: What Trump Really Wants470: How the Economy Really Works: Savings, Investing, Consuming and Market Distortions144: Trade Deficits Aren't Always Bad. Trade Wars Are.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.