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P.M. Edition for Mar. 5. President Trump has granted some automakers an exemption from the 25% tariffs on goods from Mexico and Canada. WSJ senior markets columnist James Mackintosh says that no matter what happens with the tariffs, America's closest allies will consider any future agreements to be temporary. Plus, the president wants to build a federal cryptocurrency reserve. Reporter Amrith Ramkumar tells us how that would actually work. And Greenland is full of mineral deposits. European security correspondent Sune Engel Rasmussen explains why those minerals are so hard to get. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
A.M. Edition for Feb. 4. China hits back with levies on some American imports and an antitrust investigation into Google. WSJ columnist James Mackintosh explains what the past day's stock-market swings tell us about how investors are weighing President Trump's moves. Plus, Trump administration officials discuss executive actions to dismantle the Education Department. And El Salvador offers to take U.S. deportees of any nationality. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
P.M. Edition for Dec. 6. WSJ reporter Jacob Gershman explains why TikTok has few options after a U.S. federal appeals court paved the way for a ban. And the U.S. added more than 227,000 jobs in November. Journal economics reporter Justin Lahart explains what that could mean for the Federal Reserve's next interest rate-cut decision. Plus, the three major indexes have been riding high this year. Senior markets columnist James Mackintosh tells us what markets might look like in 2025. Tracie Hunte hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
Bitcoin has added nearly $500 billion to its total value since Election Day. Wall Street Journal columnist James Mackintosh joins host J.R. Whalen to discuss several Trump campaign proposals related to the cryptocurrency, including a potential government stockpile of the virtual coin. Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
James Mackintosh spent six years at Oxford studying philosophy. It turns out that was the perfect training to become a financial markets columnist. On this episode of Press Profiles, we explore James's nearly 30-year career spanning the Financial Times and the Wall Street Journal. We discuss his writing process and his search for endlessly interesting stories. Plus, we talk about the financial nuances of the Israel protests, what it's like to cover the auto industry when you don't own a car, the “exceptionally nasty” feedback columnists sometimes get, why you should be able to sell your kidney, and of course, a whole lot more.
P.M. Edition for June 21. Nvidia's value has skyrocketed, pushing the S&P 500 to record-breaking highs, but many other companies in the index have traded lower. Wall Street Journal senior markets columnist James Mackintosh explains why that split could be risky. And the U.S. Supreme Court upheld a federal law that forbids domestic abusers from possessing guns in a major Second Amendment decision. Plus, reporter Jim Carlton on how San Francisco is using its cool weather to attract tourists. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
What You Need to Know is, as Mark Twain said, facts are stubborn, but statistics are more pliable. There are three kinds of lies: lies, damned lies, and statistics. This is especially the case when it comes to economic data and how it can be used to lead markets and governments astray. James Mackintosh of the Wall Street Journal demonstrated how the government is just lying about these economic statistics, just as they lie about immigration statistics. Dr. Rachel Ehrenfeld is an author, journalist, founder and president of American Center for Democracy, legal authority, and most recently author of The Soros Agenda. She joins Ed on the Pro America Report to talk about the influence of George Soros and the recent takeover of his son, Alex Soros. Dr. Ehrenfeld explains how, for the past four decades, Soros has been using his multibillion-dollar, political-philanthropic global network to impose his political goals. John Schlafly, co-author of the John and Andy Schlafly Report, joins Ed to discuss this week's column Higher Unemployment Worsened by Higher Immigration. What's the solution? Can we only wait for the presidential election or is there more than must be done from the states and We the People. Find all of the archives of the weekly Schlafly Report at PhyllisSchlafly.com. Wrap Up: Read right writers right; it's important to read right-wing writers correctly. Rich Lowry wrote in Politico recently about how people can't use the best arguments against President Trump, but the piece seems to just be word-salad without any meat to the argument.See omnystudio.com/listener for privacy information.
P.M. Edition for July 21. The Dow rose for a tenth consecutive trading session on Friday, marking its longest winning streak since August 2017. Plus, are economic indicators confusing you? You're not alone. Senior markets columnist James Mackintosh explains. And, a federal judge in Florida has set the date for former President Donald Trump's criminal trial over his handling of classified documents after he left office. Annmarie Fertoli hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Recent stock slides are approaching dangerous territory: a bear market. WSJ's James Mackintosh explains why a recent dramatic plunge in stock indexes is spooking investors, what it could mean for the wider economy, and the likelihood of the markets dipping into a bear market in the coming days. Further Reading: -Conditions Are Ripe for a Deep Bear Market Further Listening: -Can the Fed Lower Inflation Without Causing a Recession? Learn more about your ad choices. Visit megaphone.fm/adchoices
Douglas and Jane-Ann discuss gender inequality with Úna Monaghan, learn about Madderam's love of all things Breton from Laureline Morgan-Davies, reminisce about a three decade career with James Mackintosh and Eilidh Shaw of Shooglenifty, and enjoy Subrina Ward's musical journey.
This week, Felix Salmon and Emily Peck are joined by Stanford student and Palladium writer, Ginevra Davis, to talk about who is really hurt by businesses pulling out of Russia, what is going on with nickel and Russia, and the current state of being Gen-Z. In the Plus segment: Emily starts a generational war. Mentioned In the Show: “When the Stagnation Goes Virtual” by Ginevra Davis “The Moral Hazard Lessons From Nickel Market Disaster” by James Mackintosh Email: slatemoney@slate.com Podcast production by Cheyna Roth Learn more about your ad choices. Visit megaphone.fm/adchoices
CBS News business analyst Jill Schlesinger talks with Wall Street Journal columnist James Mackintosh about the push for Environmental, Social, and Governance (ESG) investing. Mackintosh believes the whole ESG craze may be flawed and explains why.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
CBS News business analyst Jill Schlesinger talks with Wall Street Journal columnist James Mackintosh about the push for Environmental, Social, and Governance (ESG) investing. Mackintosh believes the whole ESG craze may be flawed and explains why.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
1:55 Thank you especially Charlie, Justin, Murph. 2:07 Text like I send to my sons. 610-331-4283. 2:37 Not investment advice. Please conduct, and share, your own due diligence. Bakes' Take—Fan Mail! Calls! Questions! 2:52 Basil A., $MP 4:53 Bakes' Take—Hold for now, execute my sell discipline if future short reports or anything else triggers it. 200 dma $34.79 now. $RIG 6:48 RIG—2008 163 peak, so old chart doesn't cover time I owned it. 10/30/20 65 CENTS! Certain analysts at peak and shortly thereafter declared sound fundamentals. 7:52 Bakes' Take—Wait for RIG to break out. The stock will tell you/us if revenue and eps upside is coming. No need to anticipate. 9:54 OIH ETF—Oil services in general. E&P's won't expand capex until stock goes up, Jeff Currie. Thus, this mediocre chart, market response. 10:46 Perspective. '08 $1524 down to $66 last year. Stocks go down too. 11:10 More perspective. '08 $170+. 20 to $80 last 12 months. Energy service stocks don't care yet. 11:45 Bakes' Take—Too soon for oil service. 11:54 From recent show. Murph—Big down volume a warning sign. Still respecting 200 dma 434.54 now. Feels, looks tired. 12:22 Bakes' Take—NVDA, AMD, earnings reports will tell us if enough to keep bull going. I doubt it, but hold this winner for now. 12:43 $463 to $531, +14% plus. 12:58 Murph text NVDA is a beast! $200 to $300 50% in a month! Makes up for INTC. From recent show… $DKNG--$46 to $39, -15%. Earnings didn't drive stock up, what will? From recent show… 15:17 SQ--$248 to $237 not much, but clearly rolling over 15:26 PTON--$101.79. $96.70, $118.10, $105.53 avg. $55.64 now. If your fundamental work gets you out at $150 peak, great. But if not $105 beats $55. Caveat—Scott Galloway has espoused AAPL buying them, about the only event that makes stock go up meaningfully, tax loss selling also weighing. 16:22 $PTON--$37 to $150, $86 to $55 one day -35%. $68 to $80 is now resistance, any time close to that range lot of selling coming. 16:52 PTON $54 BUT…Good example for Bakes' Takes+--I will monitor your stocks/ETF's alert you of buy and sell points. I will help you lock in profits and AVOID LOSSES. What else would you like? 17:22 Charlie S.--Fidelity Trend 17:49 Fidelity Founders 18:01 Bakes' Takes—HOLD both, expensive leaders but still working! If long term retirement money ignore. If more speculative additional investments, watch the moving averages and my sell discipline. 18:29 Bakes' Takes—My Themes/Groups 18:35 !WIIW! 19:28 +18%, no 15% losers. URNM 213% since 7/25/20, +123% ytd 20:23 Murph—$URNM, $TAGS 20:21 $URNM 21:57 $TAGS 22:29 Bakes' Take—Hold URNM, TAGS $SPY Volume concern, wary bull 23:36 Bakes' Take—My hedge fund. Yours? Stocks do go down. Make you money in up AND DOWN markets. Most of you haven't seen. Please refer friends and stay tuned. Bakes' Takes—WSB 24:45 $177.51 200 dma, volume picks up on up days. Fundamentals don't matter. 25:12 Bakes' Take—Hold GME for now, be ready to sell 1/3. Bakes' Take—Podcasts of the Week! https://podcasts.apple.com/us/podcast/ges-three-way-split-facebook-scraps-sensitive-ad-targeting/id1073226719?i=1000541591771 25:52 Pivot, Prof G--20 minutes, AAPL, NKE buys PTON, SQ buys TWTR becomes BABA https://podcasts.apple.com/us/podcast/e55-valuing-crypto-projects-rivian-worth-$100b-inflation/id1502871393?i=1000541677029 26:47 All-in, 10 minutes Chamath, Bezos, Musk, selling. 1:06 China Taiwan. Bakes' Take—Reporters of the Week! Bloomberg Green—Dan Murtaugh, Krystal Chia 30:52 Business Insider, Donny Kwok, Anne Marie Roan Tree Reuters Josh Horwitz, Brenda Goh 31:28 Business Insider—Huileng Tan 39:29 Bakes' Take—It was Evergrande only. Now Kaisa, Country Garden, Vanke. Contagion indeed. 33:20 James Mackintosh, WSJ—Inflation has broken up through prior resistance. Trends tend to persist. James is right. 34:02 Bakes' Take—Market presents inflation winners. Don't need to guess ahead of time. 34:31 Bakes' Take—Charts/Tweets/Posts of the Week! 34:45 James Bianco, AIV beat TSLA? Good news priced in? 35:25 If US rates, do anything like this, +1.7%, gray swan! 36:25 Bakes' Takes—Consider what's priced in? Charts help. Listen for lopsided commentary. Bakes' Take— Newsletters of the Week 36:35 Larry McDonald, Bear Traps Report—Top two Chinese RE firms bonds getting crushed. 36:56 Bakes' Take—China slowing is neutral to bearish for US stocks, not bullish. 37:06 Bakes' Takes YouTube Channel, Twitter @BakesTakes_ , bakes@bakestakespodcast.com 37:34 Bakes' Much-needed levity… https://podcasts.apple.com/us/podcast/kissing-butts-and-taking-names/id1434904509?i=1000539847660 https://www.youtube.com/watch?v=DkZY3oifV68 Anthony Jeselnik Roasts Pete
Skippy and Doogles developed a recent fascination with a Wall Street Journal article called "Digital Currencies Pave Way for Deeply Negative Interest Rates," and brought on its author, James Mackintosh, to walk through it. The result is a nerdily fun conversation about central banks, digital currencies, interest rates, and market psychology.
The pandemic accelerated demands for sweeping economic changes and showed how free-spending governments can deliver the goods. And it looks to be a permanent shift. Wall Street Journal columnist James Mackintosh joins Manifest Density. Original article - https://www.wsj.com/articles/will-covid-19-shake-up-capitalism-11610817856?mod=djemHL_t Mr. Mackintosh is a senior columnist for The Wall Street Journal in London. Email him at james.mackintosh@wsj.com
James Mackintosh joined the Wall Street Journal in 2016, after almost 20 years at the Financial Times, most recently as Investment Editor and writer of the Short View column. He is a graduate of St Catherine's College, Oxford, where he gained a first-class degree in Philosophy and Psychology. He spent two further years at the university in postgraduate study of philosophy before entering the real world. In this wide ranging interview James discusses his recent articles in the WSJ where he explores the macro inflation outlook, the rise of crypto currencies and much more. James is a deep thinker and brings a wealth of insight and astute evaluation to a range of complex topics shaping the global economic outlook and the changing landscape of political economy.
With BTC stalling and the price of silver soaring to eight-year highs, CoinDesk’s Market Daily is back with the latest news roundup.Add Markets Daily to your Alexa Flash Briefing here.This episode is sponsored by Nexo.io.Today's stories:Silver Is the New GameStop as Musk's #Bitcoin Stalls As bitcoin trades in a range, traders are studying the "Grayscale premium" and watching traditional markets for clues to the next market move. The hedge fund Greylock is known for making bets on the government debt of troubled nations like Argentina, Lebanon and Venezuela. Now, according to Bloomberg, Greylock, led by and CEO Hans Humes, has filed for bankruptcy protection, apparently seeking the court's help to wriggle out of its own liabilities. The proceedings reportedly will allow Greylock to terminate its $100,000-a-month office lease in Manhattan. (Bloomberg) Reddit user "DeepF—Value" who helped direct WallStreetBets campaign on is a 34-year-old former insurance-marketing executive who has just made $20M from gains on GameStop shares and options (WSJ) "Fundamentals have never mattered less" as GameStop saga "makes a mockery of the idea that markets provide an efficient form of capital allocation in the economy," James Mackintosh writes in column (WSJ)For public companies, there are benefits to having no supply caps: Data show a rise in "shelf" registrations for potential securities sales, as CEO prepare to take advantage of buoyant market conditions (WSJ) One of the biggest questions facing the crypto industry over the past year has been whether the companies and their new-tech platforms could "Zoom" – where suddenly everyone starts using the product. Last week showed there's plenty of progress still to be made on that front. The industry groaned under the newfound attention from ready customers, some of them ostensibly fleeing the trading platform Robinhood following a series of anger-inducing trading suspensions. Outages were reported at crypto trading venues including Coinbase, Kraken, Binance and Voyager. New York Department of Financial Services Superintendent Linda Lacewell tweeted that, as the state's virtual-currency regulator, she was "actively monitoring market volatility."Earn up to 12% APY on Bitcoin, Ethereum, USD, EUR, GBP, Stablecoins & more. Get started at nexo.io.
Traders are piling into a handful of stocks including the videogame retailer GameStop, leading to what many are calling a bubble. Streetwise columnist James Mackintosh discusses the factors that drive stock bubbles and the dangers that can result. Charlie Turner hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
This week the dudes talk about a life hack to find out your neighbor's name, how teachers become parents, and how working from home is a skill. Thanks for all the downloads, and thanks to everyone who is sharing the show, including Brady Rainey, Not Josh, Dan(Leto), FREEK, and James Mackintosh.PlugsPlanetary AnnihilationJoe Q Car Show on YouTube or any podcast appThe Board Game - The Board & Barrel
After more than four decades of dominance, free-market capitalism is facing a challenge. Its rival, the rather blandly named Modern Monetary Theory, promises to return economic planning to a less ideological footing. It’s also keen to strike a blow against the “surplus fetish” that many economists now blame for declining public services and growing inequality.
James Mackintosh (on Shooglenifty NZ Tour) Interview by Jane Millard on Radio One 91fm Dunedin
James Mackintosh (on Shooglenifty NZ Tour) Interview by Jane Millard on Radio One 91fm Dunedin
This weeks topic is: Knives, multi tools, watches, wallets, gadgets, key chains, headphones, and all things you bring with you each day. What kinds of gear do you carry daily? With special guest James Mackintosh of the Top Dead Centered Podcast who happens to be a gear aficionado.
This week,James Mackintosh, investment editor of The Financial Times, talks about the effects of the current geopolitical situation around the world on investing and how to plan for retirement.
James Pickford hosts a discussion of the appeal and risks of popular property funds as well as a new sharia-compliant pension product, plus the insights of FT investment editor James Mackintosh on where value lies for investors See acast.com/privacy for privacy and opt-out information.
In this week's podcast: The escalating civil uprising in Libya, the threat of rising oil prices and the implications for the global economy. Presented by Gideon Rachman with David Gardner and James Mackintosh. Produced by LJ Filotrani See acast.com/privacy for privacy and opt-out information.
This week on Across The Pond I have two tracks from the incredible String Sisters. The String Sisters is a collaboration of the Celtic music world’s top female fiddlers; Annbjørg Lien from Norway, Catriona Macdonald from Shetland, Liz Carroll and Liz Knowles from the US, Mairead ni Mhaonaigh (Altan) from Ireland and Emma Härdelin from Sweden. Originally brought together for a special one-time show at Glasgow’s annual Celtic Connections festival to celebrate each of their region’s musical traditions, the results of this live recording contain some of the most brilliant fiddling heard in Celtic music. On Live, the String Sisters are joined by David Milligan (piano), Conrad Ivitsky (double bass), Tore Bruvoll (guitar) and James Mackintosh (drums). This is one of most beautiful, uplifting and inspiring albums I have heard in years. So expect more tracks from it in future shows. It is on repeat mode on my iPod in the car righ now. Also on this week's show music from Dr. John, Mark Knopfler, Seamus Begley and Stephen Cooney, The Bluegrass Cardinals and more.
First premiered at the Cambridge Folk Festival in 2007 this Tune Up sponsored tour utilizes the myriad of styles currently within folk music and features instrumental arrangements, folk-rock ballads and a new Gaelic lament from Julie Fowlis, who lends her pure precise voice to the Scottish leg of the tour. The Under One Sky line-up also includes Idlewild front man Roddy Woomble, Iain MacDonald on bagpipes, flute and whistles, guitarist Ian Carr, award-winning musician of the year accordionist Andy Cutting, bassist Ewen Vernal, percussionist James Mackintosh, and Teenage Fanclub member Norman Blake.
Catriona Macdonald is a proud bearer of one of the world's great fiddle traditions, that of the Shetland Isles, and widely respected as both a member of Blazin Fiddles, founder of String Sisters and a gifted fiddler in her own right. This Tune Up tour brings a rare chance for Catriona to play many of the traditional venues which support the vibrant folk scene in Scotland. The concerts will be based around the new material found on Catriona`s long awaited new album Over the Moon with David Milligan (piano) , Conrad Ivitsky (double bass) and James Mackintosh (drums/percussion) comprising the all star band who play on both record and tour.
Mr McFall's Chamber is a flexible ensemble of mostly classical players for whom the lure of other musical styles has proved irresistible. They are well known for their eclectic mix of musical genres, programming classical and contemporary composers alongside rock, tango, klezmer and jazz. This effortless blurring of music's pigeonholes makes for an ideal partnership with gifted composer and multi-instrumentalist Fraser Fifield, who successfully combines traditional music with Scottish folk and jazz. Joining the musicians are percussionists Tom Bancroft and James Mackintosh. Together they perform a programme celebrating the legacy of the late lamented Martyn Bennett, who was one of Scotland's most feted young musicians for his bold musical synthesis of traditional tunes, dance music and classical sensibility. The programme highlights Bennett's profound understanding of the Scottish folk tradition, featuring well known Bennett works e.g Cuillin Music alongside Piece for String Quartet, Percussion and Scottish Small Pipes in C, an early work thought to have been lost until a copy turned up in the Arts Council's files. The Scottish flavour is further enhanced with music by Fraser Fifield and a reworking of Eddie Maguire's Nocturnes. A Latin – American component in the typical McFall's style completes the programme including music by Alvares and Piazzolla.