Podcast appearances and mentions of Jamie Dimon

Allegations have circulated that Jamie Dimon knew significantly more about Jeffrey Epstein than he publicly claimed. Dimon has repeatedly insisted that he never met Epstein, never spoke with him, and didn't even recognize his name until after Epstein's 2019 arrest. However, critics point to the fact that Epstein was a major JPMorgan client for roughly 15 years while Dimon was CEO, moving large sums of cash that triggered repeated internal compliance warnings. Senior bank executives reportedly viewed Epstein as an important figure worth cultivating, and Epstein was credited with bringing wealthy, high-value clients into the bank. This has led to widespread skepticism that Dimon—at the very top of the institution—could have known nothing about someone whose transactions drew scrutiny and who was deeply networked inside JPMorgan.Further questions were raised when former executives alleged that Epstein was discussed at senior levels and that Dimon was aware of the relationship years earlier than he acknowledged. Claims surfaced that Dimon was briefed about Epstein at least twice and that internal emails referenced directives encouraging top leadership to “get to know” Epstein for business reasons. Dimon has denied all such assertions, dismissing them as false and insisting he had no knowledge of Epstein's activities or banking arrangements. Still, the timeline, the scale of Epstein's financial footprint, and allegations from those once close to the situation have fueled suspicions that Dimon's version of events is incomplete—and that the full truth about the extent of the bank's relationship with Epstein remains obscured.to contact me:bobbycapucci@protonmail.com

Every few weeks, another tech titan promises to hand us our time back. Jamie Dimon says a shorter workweek is coming. Elon Musk says AI will make work optional. Bill Gates is predicting two-day workweeks. Sounds amazing, except we don't actually need AI to get there. The research proving a shorter workweek works has been sitting in front of us for over a decade. This week, bestselling author and veteran journalist Joanne Lipman joins Jean Chatzky to unpack the gap between what these executives are promising in public and what they're actually demanding from their employees in private. In this episode, Jean and Joanne cover: Why the same executives predicting an AI-powered leisure future are also the most insistent on five-day, in-office weeks What over a decade of four-day workweek research shows about productivity, revenue, and burnout Why new technology almost never reduces our workload  Preorder Jean's new book: The Forever Paycheck is your guide to building a secure, steady income stream in retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jes Staley told Congress that he warned JPMorgan chief executive Jamie Dimon about Jeffrey Epstein's legal troubles in both 2006 and 2008, directly contradicting Dimon's sworn claim that he did not learn Epstein was a bank client until 2019. Staley said the two men discussed the investigations into Epstein and his continued relationship with JPMorgan, placing Dimon much closer to the bank's handling of the disgraced financier than Dimon has acknowledged. JPMorgan denied that the conversations occurred, leaving Congress with two irreconcilable accounts from former senior executives and raising the question of which man gave false or misleading testimony.Staley's credibility was also under heavy scrutiny because of the extensive evidence showing how close he was to Epstein. The two exchanged more than 1,200 emails, Staley visited Epstein's properties and regulators concluded that he had misrepresented their relationship, leading to a £1.1 million fine and a ban from Britain's financial industry. Staley continued to deny wrongdoing, but lawmakers challenged his attempts to portray Epstein as merely a professional contact. JPMorgan has paid roughly $375 million to settle Epstein-related claims and previously accused Staley of concealing information, meaning the dispute between Staley and Dimon now goes to the heart of what the bank's senior leadership knew, when it knew it and why Epstein remained a client for years after his criminal conduct became public.to contact me:bobbycapucci@protonmail.comsource:Jes Staley v Jamie Dimon: who's telling the truth about Epstein warnings?

Jes Staley told Congress that he warned JPMorgan chief executive Jamie Dimon about Jeffrey Epstein's legal troubles in both 2006 and 2008, directly contradicting Dimon's sworn claim that he did not learn Epstein was a bank client until 2019. Staley said the two men discussed the investigations into Epstein and his continued relationship with JPMorgan, placing Dimon much closer to the bank's handling of the disgraced financier than Dimon has acknowledged. JPMorgan denied that the conversations occurred, leaving Congress with two irreconcilable accounts from former senior executives and raising the question of which man gave false or misleading testimony.Staley's credibility was also under heavy scrutiny because of the extensive evidence showing how close he was to Epstein. The two exchanged more than 1,200 emails, Staley visited Epstein's properties and regulators concluded that he had misrepresented their relationship, leading to a £1.1 million fine and a ban from Britain's financial industry. Staley continued to deny wrongdoing, but lawmakers challenged his attempts to portray Epstein as merely a professional contact. JPMorgan has paid roughly $375 million to settle Epstein-related claims and previously accused Staley of concealing information, meaning the dispute between Staley and Dimon now goes to the heart of what the bank's senior leadership knew, when it knew it and why Epstein remained a client for years after his criminal conduct became public.to contact me:bobbycapucci@protonmail.comsource:Jes Staley v Jamie Dimon: who's telling the truth about Epstein warnings?Become a supporter of this podcast: https://www.spreaker.com/podcast/the-epstein-chronicles--5003294/support.

BOLSAS MUNDIALES EN MÍNIMOS DE UN MES Mercados alcistas o bajistas según que PDF se abra. La semana pasada, Jamie Dimon, jefe de JP Morgan decía que los mercados subestiman riesgos y que no compraría ni acciones de bonos a los actuales precios. Hoy un informe de estrategia de su banco ve a S&P500 preparado para un rally y que observa señales de compra.Y ha pasado nada nuevo pero de todo lo viejo. Varias señales de alerta cruciales del mercado se acercan a niveles de crisis, mientras los inversores se enfrentan a los altos precios del petróleo y al conflicto en Oriente Medio, todo ello en un momento en que el motor de la IA que ha impulsado el mercado bursátil da señales de agotamiento. Una tregua en los ataques en el Golfo ha traído cierto alivio, ya que el petróleo se ha alejado de la barrera de los 100 dólares, pero sigue lo suficientemente elevado como para amenazar con un repunte de la inflación. Eso mantiene los rendimientos de bonos a largo plazo en niveles que suelen ser sinónimo de problemas para los activos de riesgo. Al mismo tiempo, el repunte aparentemente imparable de las acciones relacionadas con la IA se está topando con un muro de preocupación por la rentabilidad, el consumo de efectivo y la antigua escasez de productos como los chips semiconductores, que está dando paso a un exceso de oferta perjudicial, lo que inquieta aún más. Y se suma la creciente competencia china. La guinda al pastel la puede poner mañana la Reserva Federal. Lo hablamos con Javier Díaz Izquierdo, de Renta 4 Banco. El Consultorio de Bolsa, con Pepe Baynat, de BolsasyFuturos.

Short interest in the S&P 500 is sitting near its highest level since 2010, Jamie Dimon says he won't touch US stocks or Treasuries at these prices, and SpaceX is the ninth-most-shorted stock in the market ahead of its very first earnings report. So this week we're asking: why is everyone so bearish when the market is up more than 15% from the March lows? What did Alphabet's first-ever negative free cash flow quarter reveal about the real cost of the AI buildout? And when the five biggest hyperscalers are planning to spend nearly as much as the US military in a single year, who's actually going to fund it — and at what price? That last question took us straight to the bond market, where things look even scarier. Why are Meta, Oracle, and SpaceX's 30-year bonds trading 40-60 basis points wider just weeks after issuance? Why have 30-year Treasury yields held above 5.00% for the longest stretch in two decades — and is 5.00% the new floor instead of the ceiling? With a Fed meeting days away and Chairman Warsh's hawkish instincts colliding with the biggest negative CPI print since 2020, we dig into what the rates market is telling us about risk premiums across every asset class... and whether anyone wants to own anything right now.

De chipmaker heeft een fantastisch kwartaal achter de rug. Het ziet de omzet met 25 procent groeien. Dat is de sterkste kwartaalgroei die ze sinds 2011 gezien hebben bij Intel. De vraag is nog steeds groter dan ze aankunnen. Deze aflevering hebben we het over de chipmaker. Kunnen ze deze groei doorzetten? En kan China zorgen voor extra inkomsten? Ook gaat het over de investeringen. Intel wil die (net als een Tesla en Alphabet) opvoeren. Maar krijgt het van aandeelhouders wél de goedkeuring daarvoor? Ook hoor je over een aantal orders die Intel binnen heeft gesleept. Dat zijn opdrachten die een bedreiging kunnen worden voor het Nederlandse Besi. Verder hebben we het over de nieuwe heffingen van president Trump. Dit keer grijpt 'ie naar een wet uit de jaren 70. We zoeken voor je uit of dit nu wel of niet erg is voor jouw Europese aandelen. Over aandelen gesproken. We hebben het over een recordaantal ETF's. Donner vertelt het je aan de hand van een spaghettikanon. En we hebben het over Arcadis. Dat geeft toe dat het een overnamebod van een Canadese concurrent heeft afgewezen. Het tweede bod bestuderen ze. Betekent het dat Arcadis binnenkort van de beurs wordt gehaald? Te gast: Bob Homan van ING Investment Office BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie.See omnystudio.com/listener for privacy information.

De chipmaker heeft een fantastisch kwartaal achter de rug. Het ziet de omzet met 25 procent groeien. Dat is de sterkste kwartaalgroei die ze sinds 2011 gezien hebben bij Intel. De vraag is nog steeds groter dan ze aankunnen. Deze aflevering hebben we het over de chipmaker. Kunnen ze deze groei doorzetten? En kan China zorgen voor extra inkomsten? Ook gaat het over de investeringen. Intel wil die (net als een Tesla en Alphabet) opvoeren. Maar krijgt het van aandeelhouders wél de goedkeuring daarvoor? Ook hoor je over een aantal orders die Intel binnen heeft gesleept. Dat zijn opdrachten die een bedreiging kunnen worden voor het Nederlandse Besi. Verder hebben we het over de nieuwe heffingen van president Trump. Dit keer grijpt 'ie naar een wet uit de jaren 70. We zoeken voor je uit of dit nu wel of niet erg is voor jouw Europese aandelen. Over aandelen gesproken. We hebben het over een recordaantal ETF's. Donner vertelt het je aan de hand van een spaghettikanon. En we hebben het over Arcadis. Dat geeft toe dat het een overnamebod van een Canadese concurrent heeft afgewezen. Het tweede bod bestuderen ze. Betekent het dat Arcadis binnenkort van de beurs wordt gehaald? Te gast: Bob Homan van ING Investment Office BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie.See omnystudio.com/listener for privacy information.

W najnowszym odcinku analizujemy wyniki Alphabetu i Tesli oraz zastanawiamy się, czy gigantyczne inwestycje w sztuczną inteligencję, robotykę i infrastrukturę zaczną wreszcie przynosić oczekiwane zyski. Rozmawiamy o tym, jak rosnące wydatki sektora technologicznego wpływają na rynek obligacji, dlaczego Jamie Dimon ostrzega przed długoterminowym długiem oraz co decyzja Europejskiego Banku Centralnego oznacza dla europejskiej gospodarki i rynków finansowych. Sprawdzamy także, jak ataki Huti na Morzu Czerwonym przekładają się na ceny ropy, inflację i perspektywy stóp procentowych, a na koniec przyglądamy się transformacji Nokii, która z producenta telefonów staje się ważnym graczem w ekosystemie AI i nowoczesnej infrastruktury cyfrowej.

JPMorgan has become by far the biggest bank in the US and one of the largest in the world. But how did it do it? Today on the show, Rob Armstrong and US banking editor Joshua Franklin talk about the incredible growth of JPMorgan over the past 20 years and ask what will happen when Jamie Dimon retires. Also they go short the Magnificent 7 and long power trips. For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer.You can email Robert Armstrong and Katie Martin at unhedged@ft.com.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Wednesday, July 22, 2026 Today, RFK Jr pauses a billion dollars in Medicaid to California and Minnesota; Rep. Jamie Raskin is seeking documents related to Jeffrey Epstein's foreign contacts; IRS Chief Frank Bisignano spied on colleagues when he worked at JPMorgan; Trump and the OMB are violating the Impoundment Control Act by ignoring Congressional appropriations; an appeals court has overturned the release order of Mohsen Mahdawi; an appeals court has denied Peter Navarro's bid to overturn his contempt of Congress conviction; and a federal judge says Trump has to hand over his financials in discovery in the BBC libel case; plus Allison delivers your Good News. Thank You, Fast Growing Trees Get 20% off your first purchase  FastGrowingTrees.com/dailybeans The Daily Beans is proud to partner with Miles Taylor and our friends at DEFIANCE.org For a limited time, members of the Daily Beans community can receive a FREE 3-month full membership to DEFIANCE.org and gain access to one of the fastest-growing pro-democracy movements in America. Join here: https://www.defiance.org/beans Join The Daily Beans and give a gift today to ensure The Trevor Project can continue its crucial work in the face of continued challenges. Donate to The Trevor Project - Daily Beans Podcast The Latest Breakdown→ Epstein Survivor Recounts Meeting With Todd Blanche StoriesRFK Jr pauses $1bn Medicaid funding to California and Minnesota Raskin seeks documents into Jeffrey Epstein's foreign contacts - Live Updates - POLITICO IRS Chief Frank Bisignano Spied on Colleagues When He Worked at JPMorgan - WSJ Congress rejected some of Trump's proposed budget cuts. OMB is making them anyway. US appeals court raises prospect of re-arrest of pro-Palestinian advocate Mahdawi | Reuters Judge says Trump must hand over financial records to BBC - POLITICOGood Trouble Check your voter registration status →Vote.orgVoter Registration Deadlines - Vote.org →Help save Texas from Ken Paxton! →Urge Democrats to Oppose and Stop Trump's Crypto Corruption | Indivisible Guide →Defiance.org/beans →Show up for our Libraries - action.ala.org →Stand With Minnesota →ICE List  →iceout.org Good NewsGrassRoots Garden | Food for Lane County – Eugene, Oregon INDIVISIBLE KANSAS CITY sfcva.org dana-goldbergs-southwest-funnyfest Oct 9 -Email Dana@DanaGoldberg.com for sponsorship informationTickets for Dana Goldberg: Outrageous - Sep 23 - Den Theater - Chicago  →Share your Good News & Good Trouble - The Daily Beans →Beans Talk audio -beans-talk.simplecast.com →Email Dana LGBTQ Owned eating establishments in your area - hello@mswmedia.com Subject: “Dana's Project” Subscribe to the MSW YouTube Channel - MSW Media - YouTube Our Donation Links The Trevor Project - trevorproject.org/beans Blue Wave California - https://secure.actblue.com/donate/msw-bwc Donate to Public Citizen - https://citizen.org/beans/ Donate to It Gets Better / The Daily Beans Fundraiser Pathways to Citizenship link to MATCH Allison's Donationhttps://crm.bloomerang.co/HostedDonation?ApiKey=pub_86ff5236-dd26-11ec-b5ee-066e3d38bc77&WidgetId=6388736 Join Dana and The Daily Beans in support of Human Rights Campaign http://onecau.se/_ekes71National Security Counselors - Donate, ActBlue.com/donate/msw-bwc, WhistleblowerAid.org/beans Dr. Allison Gill - The Breakdown | Allison Gill, Mueller, She Wrote @muellershewrote.com - Bluesky, MSW & The Daily Beans Podcast @muellershewrote - Instagram, MSW Media - YouTube →Federal workers - email AG - fedoath@pm.me Dana Goldberg - Dana is on Patreon! At Dana's Dugout, @dgcomedy - Bluesky, @dgcomedy - IG, Dana Goldberg - Facebook,  DanaGoldberg.com More from MSW Media - Shows - MSW Media, Cleanup On Aisle 45 pod, The Breakdown | Allison Gill Reminder - you can see the pod pics if you become a Patron. The good news pics are at the bottom of the show notes of each Patreon episode! That's just one of the perks of subscribing! patreon.com/muellershewrote Listener Survey:http://survey.podtrac.com/start-survey.aspx?pubid=BffJOlI7qQcF&ver=shortFollow the Podcast on Apple:https://apple.co/3XNx7ckWant to support the show and get it ad-free and early?https://patreon.com/thedailybeanshttps://dailybeans.supercast.com/https://apple.co/3UKzKt0 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The five biggest U.S. banks just cleared more than $49 billion in a single quarter, and most coverage treated it as a record profits story. The more important signal sits underneath. In this Banking Insights episode, Jim Marous digs into what the Q2 2026 megabank earnings mean for banks and credit unions that will never match a Wall Street technology budget, and why that gap is about to matter far less than it used to. The cost of using these tools is collapsing, so owning AI stops being an advantage and readiness becomes the moat. Two of the largest bank CEOs, Jamie Dimon and BNY's Robin Vince, said as much on their calls, from two directions. The institutions that build the inner workings now, clean data, fixed processes, clear ownership, and the guardrails set in advance, will absorb each new tool faster than the last. The catch is that the window rewards the few willing to move before it feels safe.

Signal vs Noise: Jackson Mikalic, Michael Tanguma, Liam Nelson, and Brian Cubellis debate the White House's push to ban China's Kimi K3 AI model, dissect Jamie Dimon's warning that markets underestimate risk and he wouldn't buy stocks or treasuries at these prices, unpack why the World Cup trophy's gold has surged from $150,000 to $550,000 since 2020, and weigh the Clarity Act's odds as they swing from 30% to nearly 50% ahead of its early August deadline.---

1% Bonus und eine Beteiligung an Anthropic. Das gibt's grad beim BlackRock Private Equity Fund im Broker von Scalable Capital. Mehr Infos hier. Hasbro hebt Prognose dank Magic. 3M drückt 350 neue Produkte raus. Intersnack kauft US-Snackfirma Utz für 2 Mrd. $. NVIDIA hält fast 10% an Nebius. Biotech-IPOs boomen mit 55% Rendite. Jamie Dimon warnt. Novo Nordisk klagt. Chip-Aktien steigen. Einen Dollar für 50 Cent kaufen. Das koreanische Spieleunternehmen Gravity (WKN: A14SPA) sitzt auf 400 Mio. $ Cash, ist aber kaum mehr wert. Jetzt kommt die erste Dividende ever. Startschuss für den Abbau des Cashbergs? Coca-Cola (WKN: 850663) bringt seinen indischen Abfüller 2027 an die Börse. Bewertung: 10 Mrd. $. Gleichzeitig greift Indiens reichster Mann mit einer 10-Cent-Cola an. Reliance Industries (WKN: 884241) als Indien-Wette? Diesen Podcast vom 22.07.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Hinweis: Es gelten Teilnahmebedingungen. Kapitalanlagen bergen Risiken. Es bestehen Liquiditätsbeschränkungen. Bitte beachte die spezifischen Produktinformationen. Teilnahmebedingungen: www.scalable.capital Learn more about your ad choices. Visit megaphone.fm/adchoices

En el capítulo 1.162 de este miércoles, 22 de julio, @franaldaya les comenta que Vista presentó un proyecto de US$5.800 millones y el Gobierno aprobó otro de Pampa por US$4.500 millones en Vaca Muerta, con los analistas siguiendo optimistas sobre la acción de Pampa; que Moody's le subió la calificación a la Argentina a B3, con perspectiva positiva; y que Wall Street rebotó de la mano de los semiconductores, aunque Jamie Dimon avisa que el mercado subestima los riesgos. Además, un Espresso Financiero con Alan Zuchovicki, director de Finbez.Suscribíte sin costo al newsletter de Bloomberg Línea Argentina: https://www.bloomberglinea.com/newsletter/

American AI companies are facing a new challenge from China, where open-source models could pressure the business case behind the massive spending boom.Mike Armstrong and Marc Fandetti break down why Chinese AI models are becoming a bigger concern for U.S. tech leaders, how open-source development could threaten the pricing power of OpenAI, Anthropic, and other American firms, and why the real risk may be financial rather than purely technological. They also discuss renewed Middle East tensions and the inflation pressure tied to energy and shipping costs, rising healthcare expenses in retirement, Jamie Dimon's warning that stocks and bonds look expensive, and why housing policy keeps producing bad fixes instead of more supply.

Jamie Dimon gaat Warren Buffett achterna. Ook hij vindt dat er geen goede aankopen meer te vinden zijn op de beurs. Al jaren dramt Dimon bij elke cijferpublicatie van zijn bank dat er een lange lijst aan risico's boven de markt hangt. Geopolitieke spanningen, instabiele inflatie, expoloderende staatsschulden: de kans is groot dat ze niet voldoende worden ingeprijst, denkt Dimon. Moet jij hem daarin volgen? Dat hoor je in deze aflevering. We hebben het ook over Samsung. Die maken al chips, koelkasten, televisies, telefoons, en nog veel meer. Maar het is allemaal niet genoeg. Ze gaan nu ook aan de humanoïde robots. Er wordt een aparte divisie voor opgezet, onder leiding van een van de co-CEO's zelf. Gaan ze de concurrentiestrijd met bijvoorbeeld Tesla winnen? Verder hoor je ook over een poging van de Londense beurs om weer aandacht te krijgen. Daarom gaan ze de openingstijden flink verbreden. Ze willen eigenlijk handel 24 uur per dag mogelijk maken. En we vertellen je hoe de strijd tussen farmaceuten Novo Nordisk en Eli Lilly nu naar de rechtszaal wordt verplaatst. Te gast: Thomas Pellegrom, van ABN Amro MeesPierson BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie.See omnystudio.com/listener for privacy information.

July 17, 2026: 7am — Trump provides no evidence of illegal voting in speech  To listen to this show and other MS podcasts without ads, sign up for MS NOW Premium on Apple Podcasts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Story of the Week (DR):‘We faltered': IBM stock collapses after a grave warning about AI Customers are Prioritizing AI Hardware: While IBM mostly sells software nowadays, businesses are currently cutting back on their software budgets. Instead, they are rushing to spend their money on physical computer parts (like chips and servers) needed to build new Artificial Intelligence systems.Board skills/tenureFormer Intel CEO says the chipmaker went off the rails ‘when it started to be run by business people'The inside story of IBM's shocking profit warningXbox CEO Joins Fed AI Jobs Task Force Days After Announcing 3,200 LayoffsXbox CEO Asha Sharma, who previously worked in Microsoft's Core AI group before taking over Xbox, joins Marc Andreessen, co-founder and general partner at Andreessen Horowitz, and Charles I. Jones, a Stanford University economics professor currently on leave at Anthropic.Productivity and Jobs task force, which will study the economic impact of new general-purpose technologies, including AI, as part of the central bank's approach to monetary policy.Marc Andreessen Says AI Is 'Already a Better Doctor Than 99.99% of Human Doctors'Jamie Dimon says he understands why people have grown 'anti-rich'Gallup CEO says colonizing Mars may be closer than fixing today's ‘broken' workplace—where disengagement levels are as high as 2020Elon Musk Says His Goal Is for SpaceX to Be Worth More than the Entire EarthThe U.S. Added 441,000 Millionaires Last Year, While the Typical American Got 20% PoorerJames Murdoch may have reaped as much as $7.5 billion from his pre-IPO investment in Elon Musk's SpaceXPalantir CEO Alex Karp Warns AI Could Become America's Biggest Driver of Wealth Inequality"You now have a revolution where, you know, I could become 20 times wealthier than I am now," he added. Karp said AI is creating a "complete decoupling" between ordinary economic gains and a small group of people accumulating "unimaginable wealth."The AI Backlash Has Tech Executives Fearing for Their Lives MMPeter Thiel and other tech billionaires are publicly shielding their children from the products that made them richAnthropic's New AI Ad Is So Disturbing, OpenAI CEO Sam Altman Thought It Was SatireMeta Oversight Board study: AI chatbots may be the most perfect propaganda machine ever inventedA Majority of Americans Now Support Seizing Wealth From AI IndustryGoodliest of the Week (MM/DR):DR: New York bans data center construction for a year, rattling AI industry AND New York becomes first U.S. state to impose AI data center banMM: FREE FLOAT! MMMicrosoft's emissions rose 25% last year. Experts say they'll surge even more dramatically in the years aheadWe said FIVE YEARS AGO that MSFT board was one of the worst at managing carbon despite setting a net negative target at the timeWe were correctAssholiest of the Week (MM):It's not us, it's youxAI sued a Grok user for allegedly generating deepfakes of child sexual abuseIn the ultimate in tech bro manbaby id, Musk is blaming the USERS for his failure to stop child sex abuseLike a gun company suing a gun owner for using the gun used in murder - gun terms of service!Dimon urges calm over fear about AI's impact on jobs: 'Stop being breathless over it'AI isn't the problem, your breathless fear isRobotaxis Are Turning Passengers Into Horrible and Entitled Menaces to SocietyIt's not the service, it's the user… Meta CTO Says He'd Like to Sue Leakers, Then Audio From That Same Meeting LeaksIt's not what I said that's the problem, it's that you told someonePeter Thiel and other tech billionaires are publicly shielding their children from the products that made them richBut YOUR children should use them, obviouslyIt's the USER's fault now… unless, of course, it's a school - in which case the SCHOOL is to blame:84% of students use AI for homework. Only 3 in 10 schools have rules for itAccessWhite House teleprompter operator investigated over alleged trades on Trump speechesTrump Media to Sell Faster Access to President's Social PostsOpenAI Strikes Bold Deal With Kalshi to Mix Together the Most Hated Technologies in Existence: AI and Prediction MarketsDOJ Defends Musk's Unpermitted Gas Turbines, Saying Shutting Down Grok Threatens National SecurityElon Musk's $1 million offers to voters in Wisconsin election were probably illegal bribes, bipartisan panel rulesParamount Shareholder Sues Ellisons, Board For Alleged Side Deal, Promises To Donald TrumpMichael Dell has nailed his relationship with Donald Trump, and it's paying offMeritocracyPete Hegseth Announces Military Will Test Service Members' Testosterone Levels and Offer Hormone TherapyEveryone is a trans man!Is AI Rejecting Your CV Because of Your Age or Race? Landmark Lawsuit Could Reshape RecruitmentFor Black women hit by anti-DEI backlash, this election is personalAustralia's highest paid CEO makes 500 times the average salaryThe American E.V. Has Been Crushed. Will It Take the U.S. Auto Industry With It?WE WANT THE CARS. Just give us the Chinese ones nowJim Cramer on Meta: “Zuckerberg's Not a Bozo, You Can Quote Me on That”Paul Fucking Atkins and The War on John Cheveddan DR“Regardless of the fate of Rule 14a-8 next season and beyond, I implore all who have a role in the shareholder proposal process to not let it be weaponized by those who represent fringe interests. Annual meetings are not vehicles for political or social debates that have little or no bearing on investors' financial returns.”“This past season, one—yes, one—individual was the sole or lead proponent for approximately 41 percent of the shareholder proposals that were voted upon.[20] Of this individual's proposals, only eight percent received majority support.[21] Simply put, when a single shareholder can seize annual meetings to present scores of proposals on issues that are not generally supported by other shareholders, the system is woefully ineffective and in desperate need of reformation.”That individual is John CheveddanAtkins neglected to mention the rise of anti-ESG filers as a group, and their average of

De spanningen in het Midden-Oosten doen nauwelijks iets meer met de beurzen. Op weekbasis sloot de AEX licht boven het slot van vorige week en staat daarmee op een mooie 1091 punten. Wel zien de experts de nervositeit licht toenemen. "De winsten stijgen harder dan de koersen, zeker in de techsector, wat op zich positief is", zegt Han Dieperink (Aureus Vermogensbeheer). "De vraag die de markt wél stelt is hoe het zit met het verdienmodel van AI. Wat gaat dat aan omzet opleveren?" Robbert Manders (Antaurus Europe Fund) is neutraal positief over de markt. "Alle grote events, zoals het Midden-Oosten, zijn grotendeels uitgespeeld. Beleggers richten zich nu dus weer op het cijferseizoen. Daar kijk ik nu naar en daar zien we geen onverwachte dingen gebeuren." Han ziet nog wel wat agendapunten die voor reuring kunnen zorgen op de beurzen. Zo brengt president Xi in september een bezoek aan de VS en de mid-term verkiezingen kunnen ook voor opschudding zorgen. Maar Han vindt wel dat de markt er fundamenteel goed bij ligt. De banken in de VS hebben, met uitzondering van Citigroup, uitstekende cijfers laten zien. Vooral JP Morgan heeft het uitstekend gedaan, net als Goldman Sachs. De geweldige prestaties van JP Morgan schrijven de experts vooral toe aan de kwaliteiten van topman Jamie Dimon. Aangezien die tegen zijn pensioen aanloopt, is de vraag of z'n opvolger dezelfde prestaties kan leveren. Verder in de podcast onder andere aandacht voor de problemen bij Volkswagen, waarom de chipfabrikanten hun koersen zien dalen en veel cijfernieuws. Niet alleen van de Amerikaanse banken, maar natuurlijk ook van ASML en TSMC. Uiteraard behandelen we de luisteraarsvragen en geven de experts hun tips. Han tipt deze keer een Koreaans bedrijf, Robbert tipt een Deens aandeel. Geniet van de podcast! Let op: alleen het eerste deel is vrij te beluisteren. Wil je de hele podcast (luisteraarsvragen en tips) horen, wordt dan Premium lid van BeursTalk. Dat kost slechts 9,95 per maand, 99 euro voor een heel jaar. Abonneren kan hier!See omnystudio.com/listener for privacy information.

A Supreme Court justice describes carrying a bulletproof vest into her home and watching her family live through swatting threats. That's where our conversation starts to feel less like politics and more like a stress test for the country and for the institutions we rely on when things get ugly. With Michael Garofalo in the co-host chair, we talk candidly about what intimidation does to public service and why leaks like the Dobbs leak aren't just scandal, they're a direct hit to trust, safety, and the court's ability to deliberate honestly.Before we get heavy, we also keep it real with the week's most absurd headlines and what they reveal: the military's new focus on testosterone screening and the debate over TRT, plus the Taco Bell “explosive diarrhea” probe that turns into a surprisingly practical conversation about foodborne illness, dehydration, and how fast a bad travel meal can wreck you. We also share a quick plug and a few behind the scenes notes on the Mark vs. the Mountain season finale on Pure Flix, Great American, and Amazon Prime Video.Then we zoom out to the big chessboard: data centers, the power grid, water allocation, and the AI race with China. We break down why blanket bans can backfire, how data centers may be forced to generate their own power, and how foreign influence campaigns thrive when Americans get turned against each other. We hit fresh Morning Consult polling, the midterm outlook, Iran and the Strait of Hormuz, and a media moment where Jamie Dimon refuses to take the Axios bait.Subscribe, share this with a friend who follows politics closely, and leave a review so more people can find the show.Website: https://www.nodoubtaboutitpodcast.com/Twitter: @nodoubtpodcastFacebook: https://www.facebook.com/NoDoubtAboutItPod/Instagram: https://www.instagram.com/markronchettinm/?igshid=NTc4MTIwNjQ2YQ%3D%3D

Senator Elizabeth Warren is demanding answers from JPMorgan chief executive Jamie Dimon about whether he acted on advice connected to Jeffrey Epstein while lobbying against a proposed British tax on bankers' bonuses. Warren's questions follow the release of a 2009 email exchange in which Epstein asked then-Labour minister Peter Mandelson whether Dimon should pressure UK chancellor Alistair Darling over the tax. Mandelson reportedly replied that Dimon should “mildly threaten” Darling, and Dimon later warned that JPMorgan could reconsider investments in Britain, including plans for a new London headquarters. Warren said the communications raise serious questions about the extent of JPMorgan's relationship with Epstein and what DimonDimon testified in 2023 that he had never met Epstein and had not heard his name until Epstein's 2019 arrest. JPMorgan continues to insist that Dimon never communicated with Epstein, never sought his advice and was not involved in decisions involving Epstein's accounts. The bank has also rejected former executive Jes Staley's claim that he discussed Epstein with Dimon, describing Staley's testimony as unreliable. JPMorgan acknowledged that maintaining Epstein as a client was a mistake but said the bank ended the relationship in 2013 and would have acted sooner had it known he was continuing to commit crimes. Warren is now seeking a fuller accounting of whether Dimon's lobbying efforts were influenced, directly or indirectly, by Epstein and his political connections.to contact me:bobbycapucci@protonmail.comsource:JP Morgan boss pressed by US senator about contact with Jeffrey Epstein | JP Morgan | The Guardian

Trump heads to the Army War College in Pennsylvania for Senator Dave McCormick's defense summit, and somehow turns an infrastructure announcement into a masterclass on aircraft carrier catapults. Nearly $10 billion in new defense investment gets unveiled on the spot, submarines, shipyards, missile components, robotics hubs, and a passionate, extended rant about why magnets do not belong on Navy elevators. The room is stacked with heavy hitters, Jamie Dimon, Boeing's CEO, Lockheed, General Dynamics, Blackstone, all taking turns praising the new pace of business at the Pentagon. Between the economic numbers and manufacturing stats, there's a serious policy announcement on commercial truck licensing, a teaser for a "very big" Thursday announcement on election integrity, and a genuinely emotional moment honoring a fallen state trooper. It's part economic victory lap, part military pep rally, and part engineering opinion piece, with a truck cameo that gets compared to the infamous Dukakis tank moment.

Wall Street has just posted one of its strongest quarters in history.The world's biggest banks delivered record profits as trading desks, investment banking and wealth management all fired at the same time. But with Jamie Dimon warning that conditions are "nearly as good as it gets", is this a peak or just the beginning of an even bigger cycle?In this episode, Anthony Cheung and Piers Curran break down what drove the blockbuster earnings from Goldman Sachs, J.P. Morgan, Morgan Stanley and Citi, why AI has become the biggest force behind investment banking, trading and capital markets, and whether today's record profits could be borrowing growth from tomorrow.They also analyse June's US inflation report, why the biggest monthly decline in CPI since 2020 isn't quite as straightforward as the headlines suggest, and what it means for Federal Reserve interest rate expectations.Finally, they revisit the biggest IPO of the year. After surging in its first few days of trading, why has SpaceX fallen back to its IPO price? From index fund buying and green shoe options to lock-up periods and insider selling, they explain the market mechanics that most investors never hear about.If you want to better understand what's driving global markets and how professionals think about the biggest financial stories each week, this episode is for you.(00:00) Wall Street's Record Quarter(02:55) Why Banks Made So Much Money(10:15) Morgan Stanley's Hidden Winner(15:24) Is This As Good As It Gets?(19:00) AI's $1 Trillion Spending Boom(25:14) US Inflation Cools(31:14) Why SpaceX Is Falling(35:10) Green Shoe Options Explained(38:36) SpaceX Lock-Up Risks(42:16) One IPO, Every Bank Wins

Senator Elizabeth Warren is demanding answers from JPMorgan chief executive Jamie Dimon about whether he acted on advice connected to Jeffrey Epstein while lobbying against a proposed British tax on bankers' bonuses. Warren's questions follow the release of a 2009 email exchange in which Epstein asked then-Labour minister Peter Mandelson whether Dimon should pressure UK chancellor Alistair Darling over the tax. Mandelson reportedly replied that Dimon should “mildly threaten” Darling, and Dimon later warned that JPMorgan could reconsider investments in Britain, including plans for a new London headquarters. Warren said the communications raise serious questions about the extent of JPMorgan's relationship with Epstein and what DimonDimon testified in 2023 that he had never met Epstein and had not heard his name until Epstein's 2019 arrest. JPMorgan continues to insist that Dimon never communicated with Epstein, never sought his advice and was not involved in decisions involving Epstein's accounts. The bank has also rejected former executive Jes Staley's claim that he discussed Epstein with Dimon, describing Staley's testimony as unreliable. JPMorgan acknowledged that maintaining Epstein as a client was a mistake but said the bank ended the relationship in 2013 and would have acted sooner had it known he was continuing to commit crimes. Warren is now seeking a fuller accounting of whether Dimon's lobbying efforts were influenced, directly or indirectly, by Epstein and his political connections.to contact me:bobbycapucci@protonmail.comsource:JP Morgan boss pressed by US senator about contact with Jeffrey Epstein | JP Morgan | The GuardianBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-moscow-murders-and-more--5852883/support.

SpaceX  – Price almost $135 – full retracement. Earnings season in on –  here we go! Inflation – choppy. War back on! Straits Open? Or? New Diet? CYCLOSPORIASIS PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - CTP for SpaceX  - Price almost hit $135 yesterday - Earnings season 0 here we go! - Inflation - choppy - War back on! Straits Open? Or? New Diet? CYCLOSPORIASIS Markets - Inflation - Some Relief - IBM's Pre-Annnouncment - What does this say? - Bank earnings and an earnings cheat sheet - Some interesting chart data Health Update: Meniscus Repair next Thursday.... Today IBM stood for 'I Be Melting' as Big Blue turned into Big Blew Up... IBM: It's Been Murdered IBM: I Bought Misery IBM: Investment Board Malfunction Big Blue looked more like Deep Red today The only cloud around IBM today was hanging over the stock chart IBM investors got a free software update: Version 2.0 of disappointment. IBM'S AI FACE-PLANT - IBM shares plunged as much as 25%, putting the stock on pace for its worst session on record. - Preliminary revenue was $17.2 billion versus expectations near $17.9 billion. - Adjusted earnings were projected at $2.93 per share versus roughly $3.01 expected. - Management said customers redirected spending toward AI servers, memory and hardware while delaying software purchases. - The drop removed roughly 375 points from the price-weighted DJIA. - JCD and AH were both right and wrong for the weekly stock picks TRUTH? - President Trump says U.S. blockade will apply only to ships from Iranian ports; says Strait of Hormuz is open to all traffic except for Iran; says "Based on highly productive conversations with Middle East leadership, I have decided to replace the 20% United States reimbursement fee with trade and investment deals that the various Gulf States will be making into the United States" - Can never be proven - no real numbers here.... Clearly needed to walk back the 20% item - Hormuz still hobbled - best estimates are that the ships passing are 20% of pre-war levels INFLATION RELIEF - FOR NOW - June CPI rose 3.5% year over year, down from 4.2% in May and below the 3.8% consensus. - Core CPI held at 2.6%. - Falling gasoline and energy prices drove much of the improvement. - Traders sharply reduced expectations for a July Fed rate increase. - Treasury yields fell and the Nasdaq advanced. WALL STREET BANKS PRINT MONEY - JPMorgan posted $21.2 billion in net income, helped by special items. - Markets revenue rose 35% to $12.1 billion, including an 86% jump in equities revenue. - Bank of America earned $9.1 billion as equities trading revenue increased 70%. - Goldman Sachs reported earnings of $20.98 per share and a 23.5% annualized return on common equity. - Jamie Dimon described conditions as close to "as good as it gets." THE $26.5 BILLION AI-MEMORY IPO - $ GRAB - SK Hynix raised $26.5 billion through a Nasdaq ADR listing. - The offering priced at $149 and finished approximately 13% higher the day of the offering, but sunk the next. - Demand reportedly exceeded the available shares by more than seven times. - SK Hynix supplies high-bandwidth memory used in Nvidia-powered AI systems. - The listing gives U.S. investors direct access to one of the largest beneficiaries of AI infrastructure spending. - - Samsung is on tap to do the same thing... Some Interesting Charts Best Quarters Plus One Equal vs Cap-Weight OIL'S CEASEFIRE WHIPLASH - Brent crude jumped 5.2% to $78.02 a barrel after the U.S.-Iran ceasefire broke down. - WTI rose 4.4% to $73.52. - Markets repriced the risk of interrupted tanker traffic through the Strait of Hormuz. - Energy stocks gained while airlines and the broader market weakened. - Rising oil prices could quickly reverse the energy-related improvement seen in the June inflation report. APPLE SUES OPENAI - AI PARTNERS TURN RIVALS - Apple sued OpenAI and two former Apple employees on July 10, alleging coordinated theft of hardware trade secrets. - The defendants include OpenAI hardware chief Tang Tan and technical employee Chang Liu, both former Apple employees. - Apple claims confidential product designs and manufacturing information were taken to accelerate OpenAI's consumer-device program. - More than 400 former Apple employees reportedly now work at OpenAI, highlighting the scale of the talent migration between the companies. IPO AND MEGADEAL FEVER RETURNS - Global deals valued above $10 billion reached record levels during the first half of 2026. - Mega-deals represented approximately 43% of newly announced M&A volume. - Investment-banking revenue surged across JPMorgan, Bank of America and Goldman Sachs. - Large offerings from SpaceX and SK Hynix added momentum to underwriting activity. - The boom depends on high equity valuations, strong AI demand and large transactions continuing. BANKS BANKS BANKS JPMORGAN CHASE - RECORD PROFIT - Profit reached a record $16.9 billion, or $6.14 per share, versus $5.59 expected. - Managed revenue totaled $58 billion, with every major business reporting record revenue. - Markets revenue rose 35%, led by an 86% surge in equities trading. - Investment-banking revenue increased 30% to its highest level since 2021. - Jamie Dimon warned that geopolitical tensions, sticky inflation, fiscal deficits and elevated asset prices remain major risks. BANK OF AMERICA - TRADING RECORD - Net income rose 27% to $9.1 billion, or $1.21 per share, versus $1.13 expected. - Revenue increased 15% to $31.6 billion. - Sales and trading revenue jumped 33% to a record $7.1 billion; equities revenue rose 70%. - Investment-banking fees increased 50% to $2.1 billion. - Full-year net-interest-income growth is now expected near the upper end of the previous 6% to 8% range. GOLDMAN SACHS - DEAL BOOM - Profit reached $6.63 billion, or $20.98 per share, versus $14.48 expected. - Revenue totaled $20.3 billion. - Equities revenue surged 72% to a record $7.42 billion. - Fixed-income, currency and commodities revenue increased 32% to $4.59 billion. - Investment-banking fees jumped 55%, helping send Goldman shares to a record high. CITIGROUP - DECADE-HIGH REVENUE - Net income jumped 45% to $5.8 billion, or $3.15 per share, versus roughly $2.74 expected. - Revenue rose 14% to $24.8 billion, the bank's highest quarterly revenue in a decade. - Investment-banking revenue increased 44% to $1.55 billion. - Equities trading revenue rose 45%, while fixed-income trading increased 7%. - Return on tangible common equity reached 13%, matching the upper end of management's target range. WELLS FARGO - BACK ON OFFENSE - Net income rose 22% to $6.4 billion, or $2.00 per share. - Revenue reached $22.6 billion and topped expectations. - Investment-banking revenue increased 20%. - Markets revenue rose 24% as volatility boosted client activity. - Management said the removal of regulatory growth restrictions is allowing the bank to deploy capital and expand its balance sheet. Bank Returns Post Earnings (July 14, 2026) Bank Stocks Earnings Cheat Sheet - JULY 15 - ASML: Expected EPS around $7.92 on $10.25 billion revenue; bookings, EUV demand and updated AI-chip equipment guidance will matter most. - JULY 15 - JOHNSON & JOHNSON: Expected EPS around $2.86 on $25.02 billion revenue; watch pharmaceutical growth, medical-device demand and full-year guidance. - JULY 15 - MORGAN STANLEY: Expected EPS around $2.89 on $19.38 billion revenue; trading, investment banking and wealth-management inflows are the key numbers. - JULY 15 - BLACKROCK: Expected EPS around $12.59 on $6.80 billion revenue; assets under management, ETF flows and private-market fundraising will be in focus. - JULY 16 - TSMC: Expected EPS around $3.76-$3.77 on roughly $40 billion revenue; AI demand, gross margin and any increase to capital-spending guidance are critical. - JULY 16 - UNITEDHEALTH: Expected EPS around $4.84 on $110.8 billion revenue; medical-cost trends and the durability of full-year guidance are the main issues. - JULY 16 - GE AEROSPACE: Expected EPS around $1.85 on $11.8 billion revenue; engine deliveries, service revenue and supply-chain constraints will drive the reaction. - JULY 16 - NETFLIX: Expected EPS around $0.79 on $12.58 billion revenue; advertising growth, engagement and operating-margin guidance will matter more than subscribers. - JULY 17 - TRAVELERS: Expected EPS around $5.33 on roughly $11 billion revenue; catastrophe losses, insurance pricing and reserve development are the key swing factors. - JULY 17 - FIFTH THIRD: Expected EPS around $0.98 on $3.25 billion revenue; net-interest income, deposit costs and credit quality will be closely watched. WAYFAIR GOES PHYSICAL - Wayfair opened its second large-format store in Atlanta on March 31, following the 2024 debut of its 150,000-square-foot Wilmette, Illinois flagship. - The company is building a national store network, with Denver expected later in 2026 and Yonkers, Cincinnati and Princeton locations planned for 2027. - The stores combine furniture, decor, appliances and home-improvement products, giving customers a chance to test large purchases before ordering. - The strategy is a major reversal for an online-first retailer and is designed to increase brand awareness, reduce dependence on digital advertising and capture shoppers returning to physical stores. AI SOVEREIGN WEALTH FUND - PUBLIC OWNERSHIP DEBATE - Bernie Sanders introduced legislation requiring the largest AI companies to transfer 50% of their equity into a U.S. sovereign wealth fund. - The fund is projected by supporters to hold roughly $7 trillion and could finance annual public dividends and government services. - OpenAI has separately floated a much smaller proposal in which major AI companies would voluntarily contribute about 5% of their equity. - Supporters call it a way to share AI-created wealth; critics warn government ownership could discourage investment, distort regulation and reduce innovation. PSA  - That's what we do....CYCLOSPORIASIS OUTBREAK - CASES SURGE - Cyclosporiasis cases are rising across more than 30 states, with Michigan, Ohio and New York reporting particularly large increases. - The CDC reported at least 843 confirmed cases and 86 hospitalizations by July 9, but state totals and reporting delays suggest the real count is substantially higher. - Lettuce, salad greens and other fresh produce are being investigated, although officials have not identified a specific product, supplier or national recall. - The parasite causes prolonged or recurring watery diarrhea; washing produce may reduce risk, and persistent symptoms should prompt medical testing and treatment. HOW TO REDUCE CYCLOSPORIASIS RISK (FWIW) - Wash hands with soap before preparing food and after using the bathroom. - Rinse fresh fruits, vegetables and herbs thoroughly under running water; scrubbing helps but cannot guarantee removal. - Keep raw produce separate from unwashed items, dirty utensils and preparation surfaces. - When traveling in tropical or subtropical areas, use safe water and avoid raw produce you cannot peel yourself; routine chemical sanitizers may not kill Cyclospora. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env: 'production', hosted_button_id: 'JJJHP2GDEJC7J', image: { src: 'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt: 'Donate with PayPal button', title: 'PayPal - The safer, easier way to pay online!' } }).render('#donate-button-2'); THE CLOSEST TO THE PIN for SpaceX (SPCX) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

JPMorgan Chase CEO Jamie Dimon and Senator Dave McCormick (R-Pennsylvania) discuss the bank's $24 million investment in Pennsylvania's maritime industry. Both Dimon and Sen. McCormick discuss the future of American industry, politics, national security, and AI. Plus, On July 16th, CNBC and Boardroom are bringing their fourth annual Game Plan Summit to Fanatics Fest. Ahead of the summit, longtime sports agent and Boardroom CEO Rich Kleiman discusses his upcoming interview with LeBron James and the many events of what he calls, “sports week in New York.”   Jamie Dimon & Sen. Dave McCormick - 04:25 Rich Kleiman - 24:50   In this episode: Rich Kleiman, @richkleiman Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Senator Elizabeth Warren is demanding answers from JPMorgan chief executive Jamie Dimon about whether he acted on advice connected to Jeffrey Epstein while lobbying against a proposed British tax on bankers' bonuses. Warren's questions follow the release of a 2009 email exchange in which Epstein asked then-Labour minister Peter Mandelson whether Dimon should pressure UK chancellor Alistair Darling over the tax. Mandelson reportedly replied that Dimon should “mildly threaten” Darling, and Dimon later warned that JPMorgan could reconsider investments in Britain, including plans for a new London headquarters. Warren said the communications raise serious questions about the extent of JPMorgan's relationship with Epstein and what DimonDimon testified in 2023 that he had never met Epstein and had not heard his name until Epstein's 2019 arrest. JPMorgan continues to insist that Dimon never communicated with Epstein, never sought his advice and was not involved in decisions involving Epstein's accounts. The bank has also rejected former executive Jes Staley's claim that he discussed Epstein with Dimon, describing Staley's testimony as unreliable. JPMorgan acknowledged that maintaining Epstein as a client was a mistake but said the bank ended the relationship in 2013 and would have acted sooner had it known he was continuing to commit crimes. Warren is now seeking a fuller accounting of whether Dimon's lobbying efforts were influenced, directly or indirectly, by Epstein and his political connections.to contact me:bobbycapucci@protonmail.comsource:JP Morgan boss pressed by US senator about contact with Jeffrey Epstein | JP Morgan | The GuardianBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-epstein-chronicles--5003294/support.

Send us Fan MailHow Jamie Dimon Thinks — And What a Former JPMorgan Banker Wants You to Know   I worked at JPMorgan Chase as a banker, under Jamie Dimon. I wasn't in his inner circle, but I was close enough to watch how that organization thought, moved, and made decisions under pressure. And it changed how I think about money, leadership, and risk forever.   In this episode, I break down the five mental habits behind Dimon's 20-year run as the most powerful banker in the world, the same habits that let JPMorgan not just survive the 2008 financial crisis, but profit from it while every other major bank was collapsing or getting bailed out.   Right now, while every headline celebrates JPMorgan's record $16.5 billion Q1 profit, Dimon is warning about tectonic shifts in the global economy, a possible credit recession, and risks that most people aren't preparing for. There's a reason he sees what others miss. Today I'm going to show you how.   In this episode:  • Why Dimon plans for scenarios instead of making predictions — and how to apply this to your own decisions  • The military OODA Loop he uses to make faster, better decisions than his competitors  • Why he dedicates Sunday mornings to thinking — and why you should too  • His 'cognitive diversity' practice: actively seeking people who will tell him he's wrong  • The fortress balance sheet philosophy — and what it means for YOUR financial life  • What Dimon's 2026 warnings actually mean for regular people — and what to do about them   These aren't Wall Street habits. They're thinking habits. They work at JPMorgan because they work everywhere.Show notes:  Q: How does Jamie Dimon make decisions?  Jamie Dimon uses a system of scenario planning, the military OODA Loop (Observe, Orient, Decide, Act), and weekly Sunday thinking sessions to make decisions under pressure. Rather than predicting outcomes, he prepares for a wide range of possibilities and maintains what he calls a 'fortress balance sheet' — holding more reserves than necessary so JPMorgan is never caught unprepared. Former JPMorgan banker M.A. Aponte breaks down Dimon's five thinking habits in this episode of Thinking 2 Think. Q: What is Jamie Dimon warning about in 2026?  In his 2026 annual shareholder letter, JPMorgan CEO Jamie Dimon warned of 'tectonic shifts' in the global order, including rising inflation risk, geopolitical instability from the Iran conflict, trade uncertainty, and a possible credit recession. He issued these warnings despite JPMorgan reporting a record $16.5 billion profit in Q1 2026, saying he prefers to 'hope for the best and plan for the worst.' Q: What is the OODA Loop and how does Jamie Dimon use it?  The OODA Loop — Observe, Orient, Decide, Act — is a decision-making framework created by military strategist John Boyd. Jamie Dimon applies it to banking: continuously gathering new data, updating his understanding of the situation, making decisions, and checking how reality responded before cycling through again. This approach allowed JPMorgan to acquire Bear Stearns and Washington Mutual during the 2008 crisis while competitors were still assessing the damage. Q: What is Jamie Dimon's leadership philosophy?  Jamie Dimon's core leadership philosophy centers on five principles: brutal honesty in assessment ('facts, analysis, detail — repeat'), scenario planning over prediction, cognitive diversity (actively seeking people who will disagree with him), separating optimism from preparation (hoping for the best while planning for the worst), and long-term thinking over short-term optimization ('we're not here to hit the quarter — we're here to build a business that lasts decades').Support the showAbout the host: M.A. Aponte is a former JPMorgan banker, former Merrill Lynch wealth manager, former NYPD officer, Army Officer, and Executive Director of a Charter School in Florida. He is the author of The Logical Mind and host of Thinking 2 Think. Join My Substack for more content: maaponte.substack.comConsulting/Advisory Services: MAAponte.comProfessional LinkedIn Page: www.linkedin.com/in/maaponteFinancial Budget/Wealth Management app (FREE): https://centsora.com/CHECK OUT OUR NEW CRITICAL THINKING GAME APP! Currently in BETA: Android: https://play.google.com/store/apps/details?id=com.base692af669b00f0dc8d8ad6653.appWeb: https://play.google.com/apps/testing/com.base692af669b00f0dc8d8ad6653.app*Coming soon to Apple Store

On this episode of What Are Your Thoughts, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ discuss: why Apple vs. OpenAI could reshape Big Tech, IBM's surprising warning and what it says about the AI trade, whether we're living through an "anti-bubble," and the debut of a new high-yield ETF. They also break down the biggest takeaways from bank earnings, including JPMorgan's blockbuster quarter, Jamie Dimon's succession plans, and what AI is actually doing inside the banking industry. Plus, they discuss the launch of the Texas Stock Exchange, why competition is finally coming for QQQ, Josh makes the case for ServiceTitan, Michael brings another mystery chart, and much more. This episode is sponsored by Janus Henderson, Investing in a Brighter Future Together. Visit ⁠https://www.janushenderson.com/⁠ for more information. Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Compound Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and never miss out! Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.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

Earnings season is underway as the major banks begin reporting. JPMorgan Chase (JPM) falls as CEO Jamie Dimon warns that economic risks are “shifting below the surface,” while Goldman Sachs (GS) posts a significant revenue beat and Bank of America (BAC) reports stronger trading revenue.In tech, chip stocks move higher following Monday's selloff in SK Hynix, while IBM plummets after releasing preliminary second-quarter earnings. Alex Coffey breaks down the biggest market moves and earnings takeaways.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Rassegna stampa economico-finanziaria del 14 Luglio 2026, strutturata per macro-temi e basata sulle principali testate giornalistiche nazionali.Mercati finanziari, sistema bancario e capitaliTestate: Il Sole 24 Ore / Milano Finanza / Corriere della Sera / Il FoglioJPMorgan rafforza la propria presenza in Italia. In un'intervista al Sole 24 Ore, l'amministratore delegato Jamie Dimon conferma un impegno di circa 90 miliardi di euro destinati all'economia italiana, sottolineando come il potenziale di crescita del Paese dipenda soprattutto da una maggiore integrazione del mercato unico europeo e dei mercati dei capitali.Piazza Affari continua però a confrontarsi con un progressivo ridimensionamento. Negli ultimi vent'anni la Borsa italiana ha perso circa 100 società quotate, riducendo profondità e liquidità del mercato. Il tema torna al centro del dibattito insieme alla necessità di favorire nuove quotazioni e sviluppare il private capital.Prosegue infine il percorso di rinnovo della Consob. La scelta del nuovo presidente viene considerata strategica dagli operatori finanziari, in una fase in cui il mercato italiano è chiamato a rafforzare competitività, trasparenza e capacità di attrarre investitori internazionali.Industria, competitività e politica industrialeTestate: Il Sole 24 Ore / La Stampa / Repubblica / Il FoglioDifesa e innovazione si confermano due pilastri della nuova politica industriale europea. Il Sole 24 Ore evidenzia come l'espansione dell'industria della difesa rappresenti non solo una risposta alle tensioni geopolitiche, ma anche una significativa opportunità di crescita tecnologica e manifatturiera per il sistema produttivo italiano.Torino punta alla creazione di una Zona Economica Speciale metropolitana, con l'obiettivo di attrarre investimenti nei comparti automotive, aerospazio, farmaceutico e manifatturiero avanzato, rafforzando la competitività industriale del Nord-Ovest.Il mondo produttivo continua inoltre a chiedere un contesto più favorevole alla crescita. Le priorità individuate dalle imprese restano riduzione della burocrazia, incremento della produttività, investimenti in innovazione e maggiore stabilità delle politiche industriali.Lavoro, formazione e capitale umanoTestate: Il Sole 24 Ore / AvvenireFondimpresa e Regione Lombardia siglano un accordo dedicato alla formazione continua dei lavoratori. L'intesa punta ad aggiornare le competenze richieste dalla trasformazione digitale e industriale, sostenendo la competitività delle imprese.Le università assumono un ruolo sempre più centrale nello sviluppo economico del Paese. Il Sole 24 Ore evidenzia come qualità della ricerca, trasferimento tecnologico e formazione del capitale umano rappresentino elementi decisivi per sostenere crescita e innovazione nel lungo periodo.Il rafforzamento delle competenze emerge quindi come uno dei principali fattori competitivi per affrontare le trasformazioni tecnologiche e industriali dei prossimi anni.Energia, geopolitica e sicurezza degli approvvigionamentiTestate: Corriere della Sera / Repubblica / Avvenire / Il Sole 24 Ore / La VeritàTorna a crescere la tensione nello Stretto di Hormuz, dopo le nuove misure annunciate dagli Stati Uniti nei confronti dell'Iran. Lo Stretto continua a rappresentare uno dei principali punti di transito del commercio mondiale di petrolio e rimane il principale rischio geopolitico per i mercati energetici.Eventuali limitazioni alla navigazione potrebbero tradursi in un aumento del prezzo del petrolio, maggiori costi logistici, rincari energetici e nuove pressioni inflazionistiche per l'economia europea.Parallelamente prosegue il dibattito sulla sicurezza energetica dell'Europa. Le analisi convergono nel ritenere che la diversificazione delle fonti rappresenti una priorità strategica per ridurre la vulnerabilità del continente agli shock geopolitici.Cybersecurity e sicurezza economicaTestate: Corriere della Sera / RepubblicaL'Unione Europea introduce nuove sanzioni nei confronti di soggetti ritenuti responsabili di attacchi informatici contro infrastrutture occidentali, rafforzando la risposta comune sul fronte della sicurezza digitale.Cresce inoltre la preoccupazione per possibili cyberattacchi rivolti a reti elettriche, impianti energetici, sistemi industriali e pubbliche amministrazioni, confermando come la cybersecurity sia ormai parte integrante della sicurezza economica nazionale ed europea.La protezione delle infrastrutture critiche diventa quindi una priorità strategica sia per i governi sia per le imprese, chiamate ad aumentare gli investimenti nella resilienza digitale.Giustizia, PNRR e credibilità istituzionaleTestate: Il Sole 24 OreProsegue il percorso di riforma della giustizia previsto dal PNRR. L'obiettivo resta ridurre la durata dei procedimenti e migliorare l'efficienza del sistema giudiziario, uno degli indicatori maggiormente osservati dagli investitori internazionali nella valutazione del rischio Paese.Il rispetto delle scadenze del Piano Nazionale di Ripresa e Resilienza continua a rappresentare un elemento determinante per rafforzare la credibilità istituzionale dell'Italia e sostenere nuovi investimenti.Giustizia efficiente, riforme e affidabilità delle istituzioni vengono così confermati come fattori fondamentali per migliorare la competitività economica del Paese.Executive Takeaways – 5 insight per imprenditori, investitori e consulenti• JPMorgan rafforza la fiducia nell'economia italianaL'impegno di circa 90 miliardi di euro conferma l'interesse degli investitori internazionali verso l'Italia, a condizione che prosegua il percorso di integrazione dei mercati europei.• Piazza Affari deve tornare più competitivaLa riduzione del numero di società quotate evidenzia la necessità di rafforzare il mercato dei capitali, favorire nuove IPO e attrarre investimenti privati.• Lo Stretto di Hormuz resta il principale rischio macroeconomicoLe tensioni geopolitiche continuano a influenzare petrolio, inflazione, costi energetici e commercio internazionale, mantenendo alta l'attenzione dei mercati.• Innovazione, difesa e capitale umano guideranno la crescitaIndustria della difesa, formazione continua, ricerca e innovazione rappresentano i principali fattori di sviluppo e competitività dell'economia italiana nei prossimi anni.• PNRR, giustizia e cybersecurity restano tre leve decisiveL'avanzamento delle riforme, il rafforzamento della sicurezza digitale e il rispetto degli obiettivi del PNRR saranno determinanti per consolidare la fiducia degli investitori e sostenere la crescita economica di lungo periodo.

Get 30 Days of Merlin free at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠MerlinCrypto.Com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ In this explosive new episode of Markets Radar, I am tracking a historic divergence tearing through the global economy! I break down the devastating "capex pivot" that just triggered IBM's worst stock collapse since 1968, as enterprise customers abandon traditional software to pour billions into AI infrastructure. But while the software sector bleeds, Wall Street is cashing in, JPMorgan just posted a jaw-dropping $21.16 billion in profit, with CEO Jamie Dimon declaring the markets are "booming" and the consumer is "fine". Then, I shift to a massive geopolitical powder keg: the collapse of the U.S.-Iran interim peace deal. I examine President Trump's new military strategy and naval blockade in the Strait of Hormuz, and break down how this dangerous "war of attrition" threatens the 20% of the world's oil supply that passes through the waterway. Finally, I take you into the venture capital world where Ashton Kutcher and Morgan Beller are defying the industry funding drought with a massive $500 million "post-AGI" deep tech fund, and I look at how South Korea is hitting the ultimate AI jackpot, upgrading its 2026 GDP forecast to 3.0% on the back of a record-shattering $290 billion export surplus. In This Episode: The JPMorgan Juggernaut: Why Jamie Dimon says the economy is showing "notable resiliency" and how the "generational" AI buildout is supercharging investment banking. IBM's 1968-Level Wipeout: Inside the massive 26% stock plunge and the devastating capital shift that is actively starving the software sector. The Battle for Hormuz: Trump's third military strategy shift, the terrifying new naval blockade, and the threat of a prolonged war of attrition before the November midterms. Ashton Kutcher's "Post-AGI" Bet: Inside Decimal Capital's ambitious $500 million mega-fund aimed at deep tech, energy, and infrastructure. South Korea's AI Jackpot: How the insatiable global demand for AI memory chips is driving a massive economic surge and forcing the central bank to weigh higher interest rates against inflation Enjoy! Join the Age of Radio Discord | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://discord.gg/EeamD8WcjN⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow me on Goodpods ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://goodpods.app.link/usUyBZzhuNb⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Free Financial Consultation: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://forms.gle/B6nNZ2FbxbhESCHg9⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Red Wizard Gaming Society: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://discord.gg/9D43EszdUB⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠   DM if you are interested in Life Insurance! If you or someone you know has been struggling or in crisis please call or text 988 or chat ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠988lifeline.org⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  

Nick Kunze from Sanlam Private Wealth asks whether there's any value left in battered paper stocks Sappi and Mondi, and what ongoing geopolitical tensions mean for the oil price. Harris Gorre from Grovepoint Investment Management unpacks the booming private credit market and whether Jamie Dimon's "cockroaches" warning is starting to emerge. Sarah Nicholson from JustMoney shares practical tips on how to make stokvels work better for members and build lasting financial success.

Is private credit the pin that pops the market bubble? The short answer is no—but that’s the wrong question entirely. Private credit is now a $1.8–$3.5 trillion market, rivaling the entire U.S. leveraged loan and high-yield bond markets combined. It’s direct lending, shadow banking, and middle-market finance all rolled into one, and firms like Ares, Apollo, Blackstone, Blue Owl, and Morgan Stanley are at the center of it. Business development companies (BDCs), are gating redemptions. Pension funds, insurance companies, and retail investors are all exposed. And the Financial Stability Board issued a formal warning in May 2026. So what is private credit, how did it get this big, and what does it actually mean for the broader economy if it seizes up? In this episode, Max breaks down the entire private credit ecosystem—from its origins in post-2008 regulation to the mechanics of SOFR-linked floating rate loans, PIK interest, covenant-lite structures, and the $410–$540 billion in bank lending that ties the whole system together. We look at the BDC redemption crisis of 2025 and 2026, the First Brands and TriColor fraud cases and Jamie Dimon’s cockroach comment that won’t go away. Resources J.P. Morgan: Understanding Private Credit Bloomberg Television: Why Private Credit Is Not a Financial Crisis Threat Blackstone: What’s Really Happening in Private Credit? Expert Answers CNBC Television: Inside Alts: Private credit fears resurface CNBC Television: This is the start of a big crisis for private credit, says Verdad’s Rasmussen The Federal Reserve: Bank Lending to Private Credit: Size, Characteristics, and Financial Stability Implications Federal Reserve Bank of Boston: Could the Growth of Private Credit Pose a Risk to Financial System Stability? IMF eLibrary: Chapter 2 The Rise and Risks of Private Credit in: Global Financial Stability Report, April 2024 Financial Stability Board: FSB warns on private credit vulnerabilities NAIC: How State Insurance Regulators are Responding to Growth in CLOs and Private Credit Bloomberg: Ares Private Credit Fund Caps Redemptions After 14% Seek to Exit Bloomberg: Apollo Caps Private Credit Fund After 17% Request to Exit Bloomberg: Private Credit Is Still a Hot Asset for Bond Investors Buying Debt Bloomberg: Morgan Stanley Caps Private Credit Fund After 11.6% Exit Request Bloomberg: Cliffwater Private Credit Fund Stung by 17% Redemption Requests Bloomberg: Blackstone Limits Withdrawals From $79 Billion Private Credit Fund BCRED Bloomberg: Private Credit BDC Redemptions Exceed Fundraising for First Time The Lead Left: Middle Market & Private Credit – 1/5/2026 - The Lead Left Financial Times: US debt investors raise alarm over lending standards UNFTR Resources Video: Will Private Credit’s Death Spiral Pop the Market Bubble? Essay: Is Private Credit the Pin That Pops the Bubble? UNFTR Newsletter UNFTR Progressive Trivia -- If you like #UNFTR, please leave us a rating and review on Apple Podcasts and Spotify: unftr.com/rate and follow us on Facebook, Bluesky, and Instagram at @UNFTRpod. Visit us online at unftr.com. Become a member at unftr.com/memberships. Buy yourself some Unf*cking Coffee at shop.unftr.com. Visit our bookshop.org page at bookshop.org/shop/UNFTRpod to find the full UNFTR book list, and find book recommendations from our Unf*ckers at bookshop.org/lists/unf-cker-book-recommendations. Access the UNFTR Musicless feed by following the instructions at unftr.com/accessibility.Support the show: https://www.unftr.com/membershipsSee omnystudio.com/listener for privacy information.

This week: Former Federal Reserve Chairman Alan Greenspan passed away at the age of 100. Today: Felix Salmon, Elizabeth Spiers, and Emily Peck examine Greenspan's legacy and the way it's being emulated by the Fed's current chair, Kevin Warsh. Then, the hosts discuss succession at JPMorgan now that CEO Jamie Dimon's latest heir apparent, Marianne Lake, has left the company. And finally they look at the latest PowerPoint from SoftBank's Masayoshi Son and try to understand if a goose has value and if eggs can lay more eggs. In the Slate Plus episode: The New Meme Stock on the BlockWant to hear that discussion and hear more Slate Money? Join Slate Plus to unlock weekly bonus episodes. Plus, you'll access ad-free listening across all your favorite Slate podcasts. You can subscribe directly from the Slate Money show page on Apple Podcasts and Spotify. Or, visit slate.com/moneyplus to get access wherever you listen.Podcast production by Jessamine Molli. Hosted on Acast. See acast.com/privacy for more information.

This week: Former Federal Reserve Chairman Alan Greenspan passed away at the age of 100. Today: Felix Salmon, Elizabeth Spiers, and Emily Peck examine Greenspan's legacy and the way it's being emulated by the Fed's current chair, Kevin Warsh. Then, the hosts discuss succession at JPMorgan now that CEO Jamie Dimon's latest heir apparent, Marianne Lake, has left the company. And finally they look at the latest PowerPoint from SoftBank's Masayoshi Son and try to understand if a goose has value and if eggs can lay more eggs. In the Slate Plus episode: The New Meme Stock on the BlockWant to hear that discussion and hear more Slate Money? Join Slate Plus to unlock weekly bonus episodes. Plus, you'll access ad-free listening across all your favorite Slate podcasts. You can subscribe directly from the Slate Money show page on Apple Podcasts and Spotify. Or, visit slate.com/moneyplus to get access wherever you listen.Podcast production by Jessamine Molli. Hosted on Acast. See acast.com/privacy for more information.

This week: Former Federal Reserve Chairman Alan Greenspan passed away at the age of 100. Today: Felix Salmon, Elizabeth Spiers, and Emily Peck examine Greenspan's legacy and the way it's being emulated by the Fed's current chair, Kevin Warsh. Then, the hosts discuss succession at JPMorgan now that CEO Jamie Dimon's latest heir apparent, Marianne Lake, has left the company. And finally they look at the latest PowerPoint from SoftBank's Masayoshi Son and try to understand if a goose has value and if eggs can lay more eggs. In the Slate Plus episode: The New Meme Stock on the BlockWant to hear that discussion and hear more Slate Money? Join Slate Plus to unlock weekly bonus episodes. Plus, you'll access ad-free listening across all your favorite Slate podcasts. You can subscribe directly from the Slate Money show page on Apple Podcasts and Spotify. Or, visit slate.com/moneyplus to get access wherever you listen.Podcast production by Jessamine Molli. Hosted on Acast. See acast.com/privacy for more information.

PODCAST/WEBSITE HEAD: Jamie Dimon succession race narrowsSTANDFIRST: Marianne Lake leaves bank as Doug Petno and Troy Rohrbaugh handed two of its largest divisionsDescription: The race to succeed JPMorgan Chase chief executive Jamie Dimon just got tighter, and the investment chief at insurance group Allianz is warning that the SpaceX bond sale signals markets are in ‘bubble territory'. Plus, the US Supreme Court shielded German pharmaceuticals group Bayer from thousands of lawsuits over its Roundup weedkiller.Mentioned in this podcast:Jamie Dimon promotes two potential successors at JPMorganSpaceX bond sale signals markets are in ‘bubble territory', warns Allianz CIOBayer wins crucial US Supreme Court ruling over Roundup weedkillerTell us your thoughts to enter a prize draw for a chance to win a pair of Bose QuietComfort Headphones worth £229. Take our survey: https://www.feedback.ft.com/c/a/6f9bJBvxsxaEBSIB5esBISOver 18s only. Find full T&Cs here Prize Draw winners' surnames and regions may be made available upon request, as required by the Advertising Standards Authority. If you do not want your information to be made available, please email Privacy.Officer@ft.com upon entry. For more information on your rights and how we use your data, please read our Privacy Policy.Want to get in touch? Email us at podcasts@ft.comNote: The FT does not use generative AI to voice its podcasts The FT News Briefing is produced by Victoria Craig, Sonja Hutson, Saffeya Ahmed, Katya Kumkova, and Fiona Symon. Our editor is Marc Filippino. Our show is mixed by Kelly Garry and Alex Higgins. Additional help from Gavin Kallmann, Michael Lello, Peter Barber and David da Silva. Our intern is Cole van Miltenburg. Our executive producer is Topher Forhecz. Flo Phillips is the FT's global head of audio. The show's theme music is by Metaphor Music.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Story of the Week (DR):JP Morgan's news weekThe Lurid Lawsuit, Salami Scandal and Trash-Can Thief Vexing JPMorgan's PR Department AND Meme of 'JPMorgan's HR Department in 2026' Has People in Stitches Amid Sex Scandal and Knicks Bin IncidentShe Stole a Knicks Trash Can Off the Street and Lost Her Job at JPMorganThe Trash Bin That Cost Her Career: Who Is Angie Báez? JPMorgan DEI Executive Fired After Viral Knicks Parade VideoThe Trash-Can Thief: Angie Báez, an Executive Director of Community and Industry Engagement at the bank, was captured on a viral video during the New York Knicks championship parade emptying a public trash bin onto a Manhattan sidewalk so she could steal the limited-edition, blue-and-orange Knicks-themed container.The Resolution: JPMorgan quickly terminated her employment after the video went viral. Báez eventually returned the trash bin and was issued $175 in sanitation fines.But what kinds of thing DON'T get you fired and get you fined?In 2023, JPMorgan Chase agreed to a $290 million (1,657,143x) settlement to resolve a class-action lawsuit from survivors of Jeffrey Epstein. The bank was accused of actively ignoring glaring red flags and helping bankroll Epstein's sex-trafficking operation for 15 years.Internal documents and later congressional probes revealed that the bank processed roughly 4,700 suspicious transactions totaling $1.1 billion for Epstein. They failed to file a single Suspicious Activity Report (SAR) until after his death.Who Kept Their Job? Mary Erdoes: The Head of Asset & Wealth Management was fully aware of Epstein's status as a high-risk sex offender, reviewed his account, and was directly implicated in internal communications regarding his status. She faced zero professional demotions and remains one of the top candidates to eventually succeed Jamie Dimon as CEO.In 2020, JPMorgan Chase entered a deferred prosecution agreement and agreed to pay a record $920 million (5,257,143x) to settle federal charges of market manipulation.For nearly a decade, traders on JPMorgan's precious metals and U.S. Treasuries desks engaged in "spoofing"—placing tens of thousands of fake, deceptive orders to artificially move market prices and maximize their own profits. The FBI stated that traders "openly disregarded U.S. laws."While a couple of mid-to-high-level traders (like Michael Nowak and Gregg Smith) were later criminally convicted and sentenced to prison, the executive leadership team responsible for supervising them and implementing compliance programs suffered no casualties. Top management stayed perfectly secure, chalking the multi-million dollar fraud up as the work of a few "bad apples."The Salami Scandal: Veteran wealth manager Brent Bodner was fired by JPMorgan in 2024 after he expensed a $642.50 deli platter (containing wings, sandwiches, and salads) for a Super Bowl gathering at his Beverly Hills home. The bank accused him of intentionally misclassifying a personal party as a pre-approved business meeting.Bodner counter-sued, jokingly dubbing the controversy the "salami incident." He argued that the event was a legitimate client-acquisition dinner that only two prospects ended up attending, and that the minor coding error was used as a pretext to push him out.The Resolution: A FINRA arbitration panel sided heavily with Bodner, ruling that JPMorgan acted preemptively out of paranoia that brokers were leaving for rivals. The panel ordered JPMorgan to pay Bodner $4.25 million in damages.The Lurid Lawsuit: Chirayu Rana, a former vice president on JPMorgan's leveraged finance team, leveled highly salacious allegations against his female supervisor, Executive Director Lorna Hajdini. Rana's lawsuit alleges he was subjected to a campaign of racial discrimination, severe harassment, and forced sexual relations under the threat of having his career sabotaged.The Resolution: Rana rejected a $1M settlement offer, countering with a demand for up to $22 million before escalating the fight to court. Both Hajdini and JPMorgan strongly deny the allegations as entirely fabricated, and the legal battle is moving toward a highly publicized trial.JPMorgan Chase promotes Petno, Rohrbaugh to copresidents, setting up two more successors for DimonThe Wait to Replace Jamie Dimon Keeps Getting Longer: Another potential successor, Marianne Lake, is leaving JPMorgan, as the longstanding chief executive enters his third decade atop the bank.How JPMorgan went from 3 female CEO contenders to an all-male succession raceJPMorgan named Doug Petno and Troy Rohrbaugh, current co-heads of the bank's commercial and investment bank, as co-presidents, setting them up as the frontrunners to succeed longtime CEO Jamie Dimon. Their promotions, the bank said in a press release, "are part of the Board's ongoing succession planning process."Petno and Rohrbaugh were among a handful of powerhouse candidates poised to succeed Dimon, including Jennifer Piepszak, chief operating officer, Marianne Lake, CEO of the commercial bank, and Mary Erdoes, CEO of asset and wealth management.Marianne Lake, a Potential Dimon Successor, Leaves JPMorganOne-time Retention and Continuity equity awards to the following Operating Committee members:Doug Petno, Co-President and CEO of the Commercial & Investment Bank, and Troy Rohrbaugh, Co-President and CEO of Consumer & Community Banking, in the amount of $30M each;Mary Erdoes, CEO of Asset & Wealth Management, and Jennifer Piepszak, Chief Operating Officer, in the amount of $20M each.JPMorgan Chase unveils $50 billion buyback, Goldman Sachs raises dividend after Fed stress testA 6 year study shows which CEOs are pushing RTO mandates: The ones with the biggest egosFortune 500 bosses demanding staff return to the office share one trait: narcissism, research findsA six-year study tracking corporate executives revealed that strict return-to-office (RTO) mandates are heavily driven by narcissism and executive ego, rather than actual employee productivityWharton organizational psychologist Adam Grant noted that researchers used reliable corporate proxies to quantify CEO narcissism, including the oversized scale of their compensation packages, the size of their signatures, and the prominence of their photos in company annual reports.The data showed that leaders with highly inflated self-opinions consistently coveted maximum power and status, making them the most aggressive opponents of remote work.Goldman Sachs and JPMorgan pushed hard for a 5-day-a-week return to the office. Why they're now letting employees work from homeGameStop CEO Cohen spurns $35 billion pay plan to focus on plan to buy eBayGameStop CEO on His eBay Pursuit: ‘I'm Not Going to Stop, I'm Not Going to Go Away'GameStop unveiled a compensation package worth roughly $35B for Ryan Cohen ​in January, hinging on a turnaround that requires him to lift the struggling company's market value more than tenfold and sharply boost its profit.In May, Cohen surprised Wall Street with an unsolicited offer to buy eBay for roughly $56 billion in cash and stock to ‌turn the e-commerce company into ⁠a bigger competitor to Amazon.EBay's board rejected the proposal, calling the offer "neither credible nor attractive."Cohen argued that he doesn't want the package ⁠so that GameStop's leadership can fully focus on its operating performance and the planned acquisition.SpaceX handed lowest possible ESG rating by MSCI: Triple C score puts Elon Musk's company on par with Russia after 2022 invasion of UkraineMusk 'most obvious risk' following SpaceX's lowest possible ESG rating“Board of Directors: The SPACE EXPLORATION TECHNOLOGIES board currently has an independent majority, which enables it to more effectively fulfill its critical function of overseeing management on behalf of shareholders. The company has failed to split the roles of CEO and chairman, which may limit the board's independence from current management interests. Split CEO and chairman roles are characteristic of 67% of companies in this market.”Welltower CFO's $167 million pay package sets new recordWelltower's Tim McHugh is the new highest-paid finance chief among the biggest U.S. companies. His $167 million pay package in 2025 not only dwarfs that of his CFO peers but also outpaces the compensation of many CEOs.McHugh's pay at Welltower, a real-estate investment trust focused on rental housing for seniors, surpasses the $139 million compensation package received by Tesla's Vaibhav Taneja in 2024. This puts him more than $135 million above Alphabet's Anat Ashkenazi, the next highest-paid CFO in 2025. And it secures him a spot in the club of executives making $100 million or more, a group that remains rare.Here's what the article DID NOT MENTION: CEO Shankh Mitra: $821MGoodliest of the Week (MM/DR):DR: Scientists Say New Method Turns Coffee Grounds Into High-Potency Renewable FuelAccording to a press release from South Korea's National Research Council of Science and Technology, a team of researchers at the Korea Institute of Geoscience and Mineral Resources (KIGAM) have developed a method to convert spent coffee waste into high-quality charcoal, known as biochar.While that's a feat in and of itself, the kicker is the method's blistering speed: it takes just 90 seconds from start to finish, with no drawn-out drying process or oil separation required. According to the release, the new technique solves a major issue in extracting the latent energy potential of spent coffee beans.DR: Bill to raise minimum wage to $25 an hour will be introduced in Senate DR MMThe bill would incrementally increase the minimum wage from its current rate of $7.25, with the first jump to $12 an hour in the first year of enactment. Major corporations would have six years to work up to a $25 minimum wage, while smaller employers would have a 13-year runway. The legislation would also do away with subminimum wages for tipped workers, such as restaurant servers, youth workers and workers with disabilities. Nearly half of the American workforce makes less than $25 an hour.DR: Federal judge blocks new law aimed at ESG, DEI investing decisionsA federal judge has blocked Kansas from enforcing a new law that requires institutional investment advisers to make certain disclosures when recommending against company management on issues, including environmental, social and governance principles.U.S. District Judge Holly Teeter on Wednesday issued a preliminary injunction halting enforcement of law enacted last session that two major national institutional investment advisers said was unconstitutional because it discriminated based on speech.MM: MacKenzie Scott alone accounted for one-third of America's $19.2 billion in megagifts last yearAssholiest of the Week (MM):CEO SPEED ROUND - ONE HEADLINE, ONE CEO, ONE LINERTim Cook - It's pretty sweet to quit your job and let the new guy fight the union: Apple closed America's first unionized store and blocked workers from transfers — now the union is fighting backJamie Dimon - It was easy - we just pointed to the ones with boobs and said “Not you”: How JPMorgan went from 3 female CEO contenders to an all-male succession raceZuck - The best thing about being a little man king with no accountability is I can randomly change and unchange and rechange my mind… about people's lives: Meta pauses an AI training program that tracks employees' keystrokes after an internal leakLarry Fink - Have you SEEN the size of my signature??? Fucking come to work: A 6 year study shows which CEOs are pushing RTO mandates: The ones with the biggest egos“In the six-year study, researchers collected data on Fortune 500 CEOs, using behavioral proxies—signature size, photo size in annual reports, pay gap relative to peers—to construct narcissism scores. The higher the score, the more likely a CEO was to publicly oppose remote and hybrid work and seek additional status (like a board chairmanship). In a separate experiment, CEOs whose egos were primed—by reflecting on the assertive leadership styles of Steve Jobs and Larry Ellison—showed significantly greater opposition to working from home than a control group”Andy Jassy - Now we know EXACTLY when you're wasting our time peeing in a bottle instead of working: Amazon is on a mission to optimize warehouse work. Its latest test puts wearable devices on support staff.Nikesh Arora - If you just said, “Who?”, you better pay attention because I have important things to say: Palo Alto Networks CEO: We're in 'a Darwinian moment' where employees have to prove their AI skills - BRONZE ASSHOLESatya Nadella - If I complain about how everyone TALKS about AI, does that make me sound more sympathetic?: Microsoft's CEO Takes Aim At AI Companies: 'We Have To Walk The Walk' To Convince The Public - GOLDEN ASSHOLEJeff Bezos - I mean, if I'm honest, everyone is terrible and should be laid off: Jeff Bezos Called Washington Post His Worst Investment and Staff He Laid Off ‘Terrible' People - SILVER ASSHOLEBrian Moynihan - I mean, or your kid was late to school because they forgot to make their card for teacher appreciation day, you didn't eat breakfast, and you rushed in to work from the office as fast as you could because working from home isn't allowed anymore: By 7 a.m., Bank of America's CEO has already read 5 newspapers, his email inbox, and hit the gym—he says if you're late to meetings, you're ‘selfish'Dave Ramsey - 0.0001% of Musk's worst day could end hunger ON EARTH, but sure, take away Halloween and pets from the rest of us: Dave Ramsey Says 20% of Americans' Halloween and Pet Budgets Could End Hunger: 'There'd Be No Hungry Kids'Headliniest of the WeekDR: Beloved Grandmother Was Standing in Her Own House When a Tesla, Allegedly on Autopilot, Smashed Through the Wall and Killed Her in Grandchildren's PlayroomA popular password manager was hit by a hack. What you need to know—and how to keep your data safeMM: Ryanair says it will reluctantly not charge parents to sit next to childrenMM: Elon Musk will get a billion shares of SpaceX if he can settle a million humans on MarsJust make it 10 trillion shares if he can safely land Gus who sleeps at the bus station on NeptuneWho Won the Week?DR: The MotherS(C)hIpMM: ESG RatingsPredictionsDR: Symbolically giving up your $35 billion CEO pay package becomes the new $1 salary: proxy statements will say: “Our CEO generously waived his $35 billion pay package as a gesture of sacrifice to lead by example, preserve corporate cash, and show solidarity with displaced workers and stressed stakeholders.”MM: Ryanair announces a new fee children can pay to sit AWAY from their parents

Carl Quintanilla, David Faber and Michael Santoli led off the show with tech and the AI Trade: Shares of Micron soared after the memory chip maker posted a blowout quarter. Apple announced it is hiking prices on MacBooks and iPads due to the memory chip crunch. Shares of the iPhone maker fell sharply, helping to drag the Nasdaq into negative territory in Thursday's trading and erasing the optimism sparked by Micron. Core PCE — the Fed's preferred inflation gauge — rose in May to year-on-year levels not seen since 2023. Also in focus: Qualcomm surges, oil prices fall to fresh pre-Iran war lows, a JPMorgan Chase executive seen a potential successor to CEO Jamie Dimon is leaving the bank, Anthropic vs. Alibaba, all things SpaceX.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bitcoin hit a two-week low at $61,877 (-3.9%) as a brutal AI tech selloff dragged risk assets globally: South Korea's KOSPI crashed 10%, Samsung and SK Hynix each cratered 12%, and SpaceX has now lost $600 BILLION across three trading days. Bloomberg is calling Bitcoin "tied at the hip" to the AI trade — the digital gold thesis is dying. Add Bank of America's bombshell call for THREE rate HIKES in 2026, the Senate passing a CBDC ban through 2030 in an 85-5 vote, and Jamie Dimon warning the bull market is a "little tsunami" — and today's setup is the cleanest macro inflection we've seen all month. We break down whether Bitcoin's new AI correlation is structural, what BofA's hike call means for the cycle, and whether Trump's quantum executive order is a real threat or just optics. Learn more about your ad choices. Visit megaphone.fm/adchoices

Morning markets update covering flat stock performance, crypto gains, gold and silver moves, and crude oil decline on peace developments. Bitcoin discussion on potential new lows, exhausted sellers, and altcoin correlation. Macro segment on inflation data, Jamie Dimon consumer outlook, and Kevin Warsh debt management via higher inflation with gold and Bitcoin as hedges. Reflection on Alan Greenspan's legacy from sound money to fiat policy. Analysis of Strategy's Bitcoin-backed high-yield STRC trading below par, comparisons to Terra Luna and GBTC, fixed income characteristics, and Bitcoin sales normalization. Examination of Bitcoin community tribalism, holder categorization, diversification benefits, and network fundamentals. Coverage of ICE-OKX tokenized markets joint venture and Franklin Templeton dividend reinvestment into Bitcoin ETFs. Bitcoin mining segment on hashpower shift to AI, network difficulty drops, and hardware acquisition opportunities near the 200-week moving average. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jamie Dimon was pulled directly into the U.S. Virgin Islands' lawsuit against JPMorgan because he had served as the bank's chief executive during most of the period when Jeffrey Epstein remained a valued client despite his 2008 conviction and repeated internal warnings about his conduct and financial activity. The Virgin Islands alleged that JPMorgan knowingly benefited from Epstein's business, ignored red flags and continued supplying the banking infrastructure that helped sustain his trafficking operation. As the bank's most powerful executive, Dimon was ordered to sit for a deposition about what he knew, when senior management learned of the concerns surrounding Epstein and why the relationship was not terminated until 2013.During his deposition, Dimon said he had never met or spoken with Epstein and did not remember being informed about him while Epstein was a customer. That testimony became a major point of contention because evidence showed that other senior JPMorgan figures—including Jes Staley and Mary Erdoes—were involved in discussions concerning Epstein, while compliance personnel had repeatedly raised concerns. The Virgin Islands unsuccessfully sought to question Dimon a second time after obtaining additional evidence, but his testimony still placed his leadership under intense scrutiny and raised questions about how such a controversial client could remain at the bank without the chief executive knowing. JPMorgan ultimately paid $75 million to settle the Virgin Islands' claims without admitting liability, in addition to a separate $290 million settlement with Epstein's victims.to contact me:bobbycapucci@protonmail.com

Chris Giancarlo, former CFTC Chairman, author of Crypto Dad: The Fight for the Future of Money, and Senior Strategic Advisor at Patomak Global Partners, joined me to discuss the latest developments in crypto in the U.S.Topics: - Clarity Act and crypto legislation - CFTC & SEC rulemaking - Prediction markets - TradFi embracing Crypto - Stablecoins vs CBDC privacy Brought to you by

Vance finally lands the guest he's been chasing for two years — Chris LAS, host of This Week in Bitcoin, the only podcast Vance listens to every single week. They open on an unexpected topic: Chris's fully automated chicken coop, complete with motion sensors, ammonia monitors, automated doors, egg trapdoors, and local cameras running on Frigate DVR — no cloud, no subscriptions, no Google watching your backyard. From there the conversation widens into surveillance, Flock cameras showing up in neighborhoods without public votes, and why the data being collected today may be the most dangerous in 2035 when AI is powerful enough to mine it retroactively.The heart of the episode is Bitcoin — Chris's origin story through the 2008 financial crisis, losing what would now be generational wealth in the Mt. Gox hack, and why he stayed convicted anyway. He breaks down why Bitcoin is a money protocol the same way HTTP is a web protocol, explains the Lightning Network in plain language, and makes the case that the generational divide between boomers and millennials is really an asset-ownership divide: inflation has been great if you owned a house, catastrophic if you didn't. He also walks through his value-for-value podcast model — no advertisers, audience as the customer, splits paid automatically over Lightning — and why transparency about how much each episode earns keeps him honest and keeps the show free from capture.The episode closes on the Clarity Act, Jamie Dimon's very loud objections to Coinbase, AI IPO mania as the biggest financial gamble of the decade, and what question to actually ask a Bitcoiner instead of "what's the price going to be?"Articulate.Ventures/IBCLegacyInterviews.com

Guy Adami and Dan Nathan break down a strange Friday tape: a strong jobs report that sent stocks lower as the market prices out rate cuts — and even flirts with hikes. They dig into the Broadcom-led selloff in semis, Anthropic's call to slow down AI development and what it could mean for the CapEx trade, and Bitcoin getting cut in half at ~$60K alongside the unraveling of the crypto treasury-company trade. Then Guy unloads on the SpaceX IPO and Jamie Dimon's endorsement of the deal, asking whether someone just rang the bell at the top. In the second half, Dan sits down with Jim Brooks, CEO of Team Rubicon, on his path from Navy SEAL to the CIA to the C-suite — and what grit, culture, and leadership look like when you're leading a force of 200,000 volunteers. They close on defense tech, drones, and the future of the space economy. Show Notes Anthropic Urges Global Pause in AI Development, Flags ‘Self-Improvement' Risk (WSJ) Goldman Sachs expects SpaceX's AI revenue to increase 100-fold by 2030 (FT) Morgan Stanley Sees SpaceX's Revenue Reaching $3.4 Trillion in 2040 (WSJ) Elon Musk's near-daily online posts about race are turning off some fans (Washington Post) Musk Leaves Investors Starstruck at Dimon's SpaceX Extravaganza (Bloomberg) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

Matt Cole is the CEO of Strive Asset Management. In this conversation, we break down digital credit — what it is, how it works, and why it could be the most important asset in the transition from fiat to a bitcoin future. We discuss the mechanics of Strive's SATA product, dividend structures, Michael Saylor's decision to sell bitcoin, and why a thriving ecosystem of digital credit issuers is better for bitcoin long-term.====================Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/pomp====================Bitget (https://bitget.com/promotion/futures-tradfi?channelCode=regd&vipCode=nkew) is the world's largest Universal Exchange (UEX) (https://bitget.com/promotion/futures-tradfi?channelCode=regd&vipCode=nkew), serving over 125 million users with access to over 2M+ crypto tokens, and TradFi markets such as 100+ tokenized stocks, ETFs, commodities, FX and precious metal like Gold. At launch, users can trade 79 instruments with USDT directly with the App. Users can also enjoy high liquidity and low slippage, while trading these assets with up to 500x leverage. For more information on Bitget TradFi, visit this article (https://bitget.com/support/articles/12560603846859). For more information, visit: Website (https://bitget.com/) | Twitter (https://x.com/bitget) | Telegram (https://t.me/BitgetENOfficial) | LinkedIn (https://linkedin.com/company/bitget-global/) | Discord (https://discord.com/invite/bitget) For media inquiries, please contact: media@bitget.com====================Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.====================0:00 - Intro0:41 - What is digital credit & what problem does it solve?5:17 - How the carry trade works8:48 - Daily dividends & dividend structure10:52 - Downside risk & balance sheet protection16:18 - The strongest critique of digital credit19:32 - Michael Saylor selling bitcoin27:03 - Bitcoin price action vs. bullish headlines31:32 - Where is digital credit taking capital from?36:44 - Banks, Jamie Dimon & systemic risk38:52 - Strive vs. Strategy42:38 - Too much bitcoin held by public companies?48:33 - Strive's mission & the road ahead

Today's blockchain and crypto news Bitcoin is up slightly at $62,464 Ethereum is down slightly at $1,748 BNB is down 1% at $594 Coinbase has launched pre-IPO perpetual futures Arthur Hayes faces criticism after he said he sold his entire positions in HYPE and NEAR. Cynthia Lummis criticized Jamie Dimon for his recent attacks on Brian Armstrong EdgeX says it will reimburse users Learn more about your ad choices. Visit megaphone.fm/adchoices

Strategy sold BTC. Can its preferred dividend stack survive without Bitcoin growing at least 11.5% year? Plus, they cover Jamie Dimon calling Brian Armstrong “full of shit.” --- Heads up! If you haven't yet, be sure to subscribe to Bits + Bips, since the show will migrate there in a few weeks. Follow us on ⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠Unchained⁠⁠⁠⁠⁠⁠⁠⁠ and wherever you get your podcasts. ---- Strategy sold Bitcoin for the first time since 2022 — 32 BTC to cover preferred stock dividends. Ram, Austin, and Chris discuss whether that small sale signals a deeper structural tension between equity holders, preferred holders, and Bitcoin itself. They also covered the news that Anthropic filed for an IPO at a valuation approaching $1 trillion. The hosts lay out the bull and bear cases  and ask whether retail investors can realistically get a 10x out of a company already priced like a finished product. Unpacking a spicier moment, they also discussed the moment when JPMorgan's Jamie Dimon called Coinbase's Brian Armstrong “full of shit” on live TV over the Clarity Act. Ram says crypto's window of peak political power is closing fast, while Austin gives crypto lobbyists a great idea for how to turn the banks' stablecoin yield crusade against them. Hosts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Austin Campbell — Founder, Zero Knowledge Consulting; Adjunct Professor, NYU Stern ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ram Ahluwalia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, Co-Host, CEO of Lumida ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Chris Perkins⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, Co-Host, CEO of 250 Digital Asset Management Learn more about your ad choices. Visit megaphone.fm/adchoices