Podcast appearances and mentions of Jamie Dimon

In this episode, we delve into the impending crisis in the bond market that dwarfs the 2008 crash. With $10 trillion borrowed since 2020 and major players like Jamie Dimon sounding alarms, traditional banking is becoming increasingly unreliable for funding deals. We explore the risks and the demise of easy money, leading to tighter lending standards. Highlighting Leonard's story, we reveal how private credit is emerging as the new norm—offering faster, more flexible financing. Learn how to navigate the shifting landscape, avoid being left behind, and secure funding to thrive in volatile markets. BUT BEFORE THAT, guess who's secretly getting rich while you struggle! The "Exploit and Escape" Strategy: https://drive.google.com/file/d/16EZMfOM_JYXbqs7t3OZ_fGXDqrWo0sdQ/view?usp=drive_link&video=h3S3u9OFNpE https://BeltwayLending.com/epic/ : 30-year rental loans, no income docs, just your lease, 2 bank statements, and an ID. Fast, no red tape. Perfect for buying and holding real estate without the bank runaround. https://LoopholeLending.com : Get up to $150K at 0% interest for 21 months, no collateral, approval in 30 seconds, cash in 7-14 days. Great for funding marketing, gap funding, rehab, payroll—whatever your business needs. Useful links: https://myescapebook.com/freedom-formula https://epicearnwhileyoulearn.com/yourfirstdeal https://intensive2025.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

El Casino Global: Cómo Invertir Cuando el Guion se ha Roto Hay una verdad incómoda que nadie en Wall Street se atreve a decir en voz alta: el guion se ha roto. Las viejas reglas de inversión, esas que tus padres te enseñaron, ya no aplican. La lógica parece haber pedido una excedencia. Vivimos en un mercado bipolar, un casino global donde en una mesa se juega al ajedrez geopolítico y, en la de al lado, se lanzan los dados de la inteligencia artificial mientras un meme stock hace malabares con Bitcoin. Si sientes que estás navegando sin mapa en la tormenta perfecta, no estás solo. Estás cuerdo. En este episodio, no te vamos a dar las respuestas. Te vamos a dar las preguntas correctas. Desmontamos el caos pieza por pieza para que puedas construir tu propia claridad. Aquí tienes un adelanto de lo que descubrirás: El secreto de los traders ante las crisis geopolíticas. Por qué, cuando el mundo entra en pánico por misiles y petróleo, el 95% de las veces ellos hacen exactamente lo contrario (y cómo aplican una gestión del riesgo que roza la paranoia). La doble cara de la Inteligencia Artificial. El motivo por el que Nvidia parece tener una licencia para imprimir dinero, mientras las grandes agencias de publicidad tiemblan ante su inminente "momento extinción". Los divorcios de Hollywood y las reinvenciones forzadas. Analizamos el drama existencial de Warner Bros. Discovery al partirse en dos y la silenciosa (y brillante) jugada maestra de Netflix con la publicidad. La increíble metamorfosis de GameStop. De una tienda de videojuegos a un arriesgado (y quizás absurdo) fondo de cobertura de Bitcoin. Desgranamos la estrategia y por qué el mercado no se la ha comprado. El gran desacople. Por qué los datos macroeconómicos nos dicen una cosa, los grandes CEOs como Jamie Dimon otra, y tu cartera de inversión siente una tercera completamente distinta. Este no es otro podcast de noticias financieras. Es una clase magistral para aprender a pensar en medio del ruido. Una sesión para dejar de reaccionar y empezar a anticipar. Te equipamos con el mapa y la brújula para navegar este nuevo y salvaje territorio. Dale al play y recupera el control.

MRKT Matrix - Wednesday, June 11th S&P 500 declines as market comeback pauses while traders wait for more trade deals (CNBC) Inflation Rose to 2.4% in May, in Line With Expectations (WSJ) Trump Says China Will Supply Rare Earths in ‘Done' Trade Deal (Bloomberg) Appeals Court Keeps Trump's Sweeping Tariffs in Place for Now (WSJ) OpenAI taps Google in unprecedented cloud deal despite AI rivalry, sources say (Reuters) Google Expands Buyout Program in Push to Ramp Up AI Spending (WSJ) Nvidia's Huang Sees Quantum Computing Reaching Inflection Point (Bloomberg) Nvidia Muscles Into GPU Cloud Market, Rankling New Rivals (The Information) JPMorgan's Jamie Dimon warns U.S. economy could soon ‘deteriorate' (CNBC) --- Subscribe to our newsletter: ⁠https://riskreversalmedia.beehiiv.com/subscribe⁠ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

Jerome met Trump, Trump yelled "Cut Rates," and Powell clutched his “Data Dependent” sign like a life raft. In this episode, Chris, Saied and Rajeil dissect the political theater behind a rare Oval Office showdown between the Fed Chair and the former President. Spoiler: Jamie Dimon's lurking in the background muttering “I told you so,” and Uncle Elon's possibly staging a PR divorce from Trump just to win back California Tesla buyers. The guys break it all down — from media optics to real economic implications — with sarcasm, stats, and side-eyes.➡️ Plus, the housing market's got more cracks than your uncle's drywall job. A record-breaking gap between sellers and buyers has the guys asking if affordability is even real anymore, or just something we say to feel better. Sprinkle in some hard truths about wage stagnation, a cameo from Saied's son Adam (who steals the show), and a breakdown of why “the American dream” now requires a $300K salary and a therapist. This one hits hard — and hits funny.

The Looming Crisis Few Want to Confront Paul Daneshrad, CEO of StarPoint Properties and author of Money and Morons, is sounding the alarm: the United States is barreling toward a sovereign debt reckoning – and real estate professionals are not nearly prepared.   Citing economists Reinhart and Rogoff, along with voices as diverse as Jamie Dimon, Jerome Powell, and Ray Dalio, Daneshrad warns that the U.S. has not only crossed the 100% debt-to-GDP threshold, widely viewed as a critical danger zone, but has kept accelerating. "We're at 120 to 140% on-balance-sheet," he notes. "If you include off-balance-sheet liabilities, we're at 300%." While the exact timing of the crisis is unknowable, Daneshrad argues that its inevitability is not. “It's not a question of if – it's when.”   Politics, Populism, and Normalcy Bias Daneshrad is quick to dismiss the conventional partisan narrative. The deficit is no longer a left-right issue, it's a bipartisan affliction. Both political parties, he argues, are fueling structural imbalances. Worse, the electorate, while voicing concern, refuses to vote for hard choices.   This disconnect is the heart of his book's provocative title: Money and Morons. “86% of Americans say they're worried about the debt,” he says. “But they won't vote for politicians willing to solve it, because that solution involves pain.”   The result is what psychologists call “normalcy bias” – an instinct to ignore looming threats and retreat into the comfort of the familiar.   Fixed-Rate Fortresses: Real Estate's First Line of Defense If the debt crisis triggers hyperinflation and a spike in interest rates, as Daneshrad expects, the implications for real estate will be seismic. His response? Radical preparation.   StarPoint has already begun shifting its portfolio into 20+ year fixed-rate debt and is moving toward 30-year structures. “It's painful. It's more expensive. But if the crisis comes in eight years, and you've got two years left on a 10-year loan, you're vulnerable.”   He emphasizes that this is not a fringe view. “Even Powell, whose mandate doesn't include the deficit, felt compelled to warn the public. That's how serious it is.”   Deleveraging with Purpose Debt levels at StarPoint are also coming down – fast. The firm is targeting 40% leverage, down from a peak of 70%. They currently sit at 54%, and the journey continues.   The rationale is clear: when interest rates jump from 6% to 15%, the re-pricing of real estate will be brutal. “That's trillions in lost value,” says Daneshrad. “You have to de-risk now.”   The Forgotten Asset: Cash Cash, often derided for its lack of yield in boom times, plays a central role in Daneshrad's playbook. “The Rockefellers, Kennedys, Guggenheims – they had cash when it mattered. They bought at two cents on the dollar.”   Berkshire Hathaway's record cash holdings reinforce this strategy. “Buffett sees limited opportunity right now and high risk. That should tell you something.”   Daneshrad recommends targeting cash reserves as a percentage of either AUM or annual free cash flow, steadily building them over time. "Public companies get punished for it. Private firms like ours have more flexibility and we're using it."   Why He's Not Buying (Yet) Despite market dislocation, Daneshrad says StarPoint is mostly sitting on the sidelines. Cap rate spreads don't justify the risk, and few deals offer the deep value he's targeting.   “We're looking for rebound plays where sellers are on their third buyer and need certainty of close. That's where the discounts are. But those opportunities are rare.”   Asked whether the mispricing stems from short-term underwriting or optimism bias, he shrugs. “We've flooded the system with liquidity. Asset prices are artificially propped up.”   Diversification and the Limits of Real Estate Daneshrad is not betting the farm on U.S. real estate. He's pursuing modest geographic diversification abroad and expanding into non-real estate asset classes. “Historically, real estate hedges inflation well but a debt crisis changes everything.”   He's candid about the difficulty: “We're not that smart. Timing a crisis is hard. But we can prepare for one.”   The Aging America Conundrum One of the more nuanced points Daneshrad raises is the intersection of demography and fiscal sustainability. Aging, he agrees, is inevitable. But the care infrastructure it requires is not financially supported. “The trustees for Social Security and Medicare, not politicians, say the funds go bankrupt in under ten years. That's $90 trillion in off-balance-sheet liabilities.” Senior housing? “A great idea if the elderly can pay. But with savings rates at historic lows, I'm not optimistic.”   Market Signals That Matter Daneshrad watches for three early signs of crisis: A gradual rise in interest rates – not driven by Fed hikes but by market demands for higher risk premiums. Breakdown of the flight-to-safety dynamic – if equities fall but bond yields rise, that's a red flag. The ‘bang moment' – as coined by Reinhart and Rogoff, when confidence evaporates overnight. As Hemingway once said about bankruptcy, it happens "gradually, then suddenly."   What He'd Do with $1 Million Today If handed an extra million in cash, Daneshrad says he'd hold 80% in cash and invest the rest. “Protect the capital. Diversify over multiple asset classes. Liquidity is opportunity.”   Final Word Paul Daneshrad's message is sobering but clear: “Protect. Prepare. Don't pretend.” He doesn't claim to predict the future. But if you accept the warnings from the smartest voices in finance and economics, the case for defensive posturing is overwhelming.   And if they're wrong? You lose a few basis points. But if they're right you survive the bang.   *** In this series, I cut through the noise to examine how shifting macroeconomic forces and rising geopolitical risk are reshaping real estate investing.   With insights from economists, academics, and seasoned professionals, this show helps investors respond to market uncertainty with clarity, discipline, and a focus on downside protection.    Subscribe to my free newsletter for timely updates, insights, and tools to help you navigate today's volatile real estate landscape. You'll get: Straight talk on what happens when confidence meets correction - no hype, no spin, no fluff. Real implications of macro trends for investors and sponsors with actionable guidance. Insights from real estate professionals who've been through it all before. Visit GowerCrowd.com/subscribe Email: adam@gowercrowd.com Call: 213-761-1000

China is reportedly developing high-speed torpedoes that will use artificial intelligence to overcome the use of decoys and other techniques in order to destroy our submarines. Should that happen, it would negate one of the few remaining advantages our navy enjoys over the Chinese Communist Party's considerably larger and increasingly well-armed one. It would also compound the betrayal JPMorgan's Jamie Dimon and Bank of America's Brian Moynihan inflicted by raising $4-plus billion for a Pentagon-designated “Chinese military company” called CATL. It's extending the lethality of Chinese non-nuclear attack submarines with advanced lithium ion batteries.  Those CEOs need to be held personally accountable for increasing the danger to American sailors with funds supplied by American investors. In so doing, they have violated President Trump's vitally needed “America First Investment Policy” and created a diabolical precedent for further underwriting our enemy via Hong Kong. This is Frank Gaffney.

Dan Nathan and Guy Adami delve into US-China trade meetings, the economic slowdown, and the implications of the ongoing tax bill debates. They address the impact of high-profile market voices, such as Jamie Dimon and Paul Tudor Jones, who have raised concerns about market complacency. Discussions also touch on the volatility in the options market, Tesla's Robotaxi event, and the expectations for Apple's product announcements. The episode closes with a focus on how market participants should navigate these numerous uncertainties. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

June 9, 2025 | Season 7 | Episode 22The financial world is undergoing a seismic shift that few everyday investors fully grasp. Private credit and private equity markets have exploded from virtually nothing to controlling trillions in assets and thousands of companies—all while operating largely outside traditional regulatory frameworks.We take you on a fascinating journey through Wall Street's innovation cycles, connecting today's private market boom to previous financial revolutions like junk bonds in the 1970s and mortgage-backed securities in the 1990s. Understanding these historical patterns reveals how regulatory changes, market conditions, and Wall Street creativity repeatedly transform investment landscapes—sometimes with dramatic consequences.The numbers are staggering: private equity now controls 11,500 companies (up from just 2,000 in 2000), private credit has ballooned to $1.7 trillion, and venture capital firms manage $1.2 trillion across more than 3,000 firms. Meanwhile, public markets remain comparatively sleepy, with only a handful of significant IPOs this year.Bank executives like JPMorgan's Jamie Dimon express mounting frustration that this massive shift occurred "without any forethought on the part of regulators," creating competitive disadvantages for traditional banks. As this capital migration continues from regulated to less-regulated spaces, investors must consider both opportunities and potential risks.For those navigating today's uncertain markets, we explore defensive stock strategies and highlight companies following the Berkshire Hathaway model of combining insurance operations with strategic investments—including Fairfax Financial Holdings, Markel Group, and Loews—that have delivered impressive long-term returns using variations of Warren Buffett's proven approach.Whether you're concerned about market volatility, curious about alternative investments, or simply trying to understand the forces reshaping finance, this deep dive into private markets provides essential context for making informed investment decisions in an increasingly complex landscape.** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice. For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-formFollow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

On WSJ's Take On the Week, co-hosts Telis Demos and Gunjan Banerji start the show by looking at why rare earth magnets remain at the center of trade talks with China. Why are business leaders like Elon Musk and Jamie Dimon critical of President Trump's tax and spending bill, and what does it mean for bonds and the deficit? Plus, we take a look at inflation ahead of this week's CPI report. Later on the show, Mark Zandi, chief economist of Moody's Analytics, gives his take on all the policy balls in the air and how where they land will affect the economy. He shares which economic barometers he's keeping an eye on – from employment rates and immigration to inflation and consumer sentiment – and which give him confidence in a resilient U.S. economy. This is WSJ's Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street's banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. Have an idea for a future guest or episode? How can we better help you take on the week? We'd love to hear from you. Email the show at takeontheweek@wsj.com. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com.  Further Reading   Automakers Race to Find Workaround to China's Stranglehold on Rare-Earth Magnets  Why the U.S. Economy Will Muddle Through Trump's Tariffs. Probably.  U.S. Economy Shows Remarkable Resilience in Face of Trade Turmoil  What the U.S.-China Tariff Rollback Means for the American Economy  Trump Downplays Economic Concerns as He Looks to Cut Trade Deals  For more coverage of the markets and your investments, head to WSJ.com , WSJ's Heard on The Street Column, and WSJ's Live Markets blog . Sign up for the WSJ's free Markets A.M. newsletter.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Dan Nathan and Guy Adami deliver an update on the spat between Elon Musk and Donald Trump that has sent $TSLA tanking. They also dive into the "All-Important" May jobs report. Guy Adami welcomes Danny Moses from the On The Tape podcast. They discuss recent trends in the S&P 500, reflecting on its significant rebound since early April, and examine the role of retail flows and earnings in this movement. They also talk about the impact of tariffs and the Federal Reserve's policies on market performance. They delve into the implications of higher bond market yields, with references to Jamie Dimon's recent warnings. Additionally, they touch on economic indicators, market sentiment, and the behavior of big tech stocks. Danny emphasizes the importance of energy stocks in portfolios and talks about potential catalysts for this sector. They wrap up the episode with a look at home builder stocks, the rise in home remodeling bonds, and the broader implications of private credit in today's economy. The conversation is capped with bets and insights for the upcoming Belmont Stakes horse race. Further Reading Wall Street Securitizes More Home Equity as Homeowners Get Stuck (Bloomberg) Checkout Danny's latest podcast with Peter Boockvar YouTube: http://youtu.be/_je3jx18NGM Apple: http://apple.co/459cLAG Spotify: http://tinyurl.com/3bkj72tk —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Doug and Greg begin this week's episode with a critique of Jamie Dimon's forecasts regarding the bond market and financial predictions in general. They explore the rise of autonomous driving technology, the world-changing impact of American investment in innovation, and the influence of the political climate on markets and investment strategies. Key Takeaways [0:18] - Our reactions to Jamie Dimon's bond market hurricane prediction [04:50] - Forecasts are essentially worthless [07:31] - The autonomous driving revolution is here [10:27] - Magnificent 7 reinvesting cash flows with growth [15:27] - Political bias should not influence investment decisions. [18:02] - Market reaction to the new tax bill and Musk's opposition [23:16] - Could weak economic data/jobless claims lead to fed rate cuts? View Transcript Links Jamie Dimon Says Crack in the Bond Market Is ‘Going to Happen' Over the last ~100 years, the stock market has been up 76% of the time over all rolling 12-month periods Barry Ritholtz Warns: Don't Mix Investing and Identity Politics Connect with our hosts Doug Stokes Greg Stokes Stokes Family Office Subscribe and stay in touch Apple Podcasts Spotify lagniappe.stokesfamilyoffice.com Disclosure The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies referenced in our blogs/podcasts) or any other investment and/or non-investment-related content or services will be profitable, equal any historical performance level(s), be suitable or appropriate for a reader/listener's individual situation, or prove successful. Moreover, no portion of the blog/podcast content should be construed as a substitute for individual advice or services from the financial professional(s) of a reader/listener's choosing, including Stokes Family, LLC, a registered investment adviser with the SEC, with which the blogger/podcasters are affiliated

On episode 415 of Animal Spirits, ⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠ discuss why technical analysis matters in a downturn, why stockpicking is so hard, do we need a recession, Jamie Dimon is worried about government bonds, how many millionaires there are, AI deflation vs. government spending inflation, when to worry about government debt, the bull market is self-driving cars, it's finally a buyer's market for housing and much more. This episode is sponsored by YCharts.  Get 20% off your initial YCharts Professional subscription when you start your free trial through Animal Spirits (new customers only). Sign up at: https://go.ycharts.com/animal-spirits Sign up for The Compound newsletter and never miss out: ⁠⁠⁠⁠⁠thecompoundnews.com/subscribe⁠⁠⁠⁠⁠ Find complete show notes on our blogs: Ben Carlson's ⁠⁠⁠⁠⁠A Wealth of Common Sense⁠⁠⁠⁠⁠ Michael Batnick's ⁠⁠⁠⁠⁠The Irrelevant Investor⁠⁠⁠⁠⁠ Feel free to shoot us an email at ⁠⁠⁠⁠⁠animalspirits@thecompoundnews.com⁠⁠⁠⁠⁠ with any feedback, questions, recommendations, or ideas for future topics of conversation.   Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here: ⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠⁠⁠⁠ The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices

A surge in shoppers using “buy now, pay later” loans for groceries highlights shifting consumer habits and also raises concerns about the growing financial stress facing U.S. households. Today's Stocks & Topics: FZIPX - Fidelity ZERO Extended Market Index Fund, Market Wrap, ISRG - Intuitive Surgical Inc., Groceries Now, Pay Later: Shoppers Turn to Loans for Everyday Essentials, WOLTF - Wolters Kluwer N.V., WTKWY - Wolters Kluwer N.V. ADR, The Dow vs. The S&P 500, A-I Impacting News and Media, CCJ - Cameco Corp., Jamie Dimon on Bitcoin.Our Sponsors:* Check out Ka'Chava and use my code INVEST for a great deal: https://www.kachava.comAdvertising Inquiries: https://redcircle.com/brands

Jamie Dimon: 'You Are Going To See A Crack In The Bond Market' Not the best of times for those planing their retirement around the US treasury market. As now even JP Morgan's Jamie Dimon is giving a Joe Namath-like guarantee that 'you are going to see a crack in the bond market.' Oh boy... We dig into that, and also take a look at the latest movement in the silver inventories, all in today's show. So take a break from what you're doing and come join us live in the chat at 2 PM eastern! - Get access to Arcadia's Daily Gold and Silver updates here: https://goldandsilverdaily.substack.com/ - To get your very own 'Silver Chopper Ben' statue go to: https://arcadiaeconomics.com/chopper-ben-landing-page/ - Join our free email list to be notified when a new video comes out: click here: https://arcadiaeconomics.com/email-signup/ - Follow Arcadia Economics on twitter at: https://x.com/ArcadiaEconomic - To get your copy of 'The Big Silver Short' (paperback or audio) go to: https://arcadiaeconomics.com/thebigsilvershort/ - Listen to Arcadia Economics on your favorite Podcast platforms: Spotify - https://open.spotify.com/show/75OH2PpgUpriBA5mYf5kyY Apple - https://podcasts.apple.com/us/podcast/arcadia-economics/id1505398976 - #silver #silverprice #gold And remember to get outside and have some fun every once in a while!:) (URL0VD)Subscribe to Arcadia Economics on Soundwise

C dans l'air du 4 juin 2025 - Trump / Musk : le premier clash ! Après un peu plus de cinq mois à la tête du département de l'Efficacité gouvernementale, Elon Musk a officiellement quitté l'administration Trump. Mais si, vendredi dernier, les deux hommes affichaient encore une belle entente dans le Bureau ovale lors de la cérémonie de départ du DOGE, cette fois, la rupture semble bel et bien consommée. Sitôt parti de la Maison-Blanche, le milliardaire a violemment critiqué, sur son réseau social X, la grande loi budgétaire du président américain. Une "abomination répugnante. Honte à ceux qui ont voté pour : vous savez que vous avez eu tort. Vous le savez", a ainsi fustigé mardi l'homme le plus riche du monde.Présenté comme un catalogue de mesures visant à réformer le pays en profondeur, le texte n'a manifestement pas convaincu Elon Musk. "J'ai été très déçu de voir que le projet de loi augmentait le déficit budgétaire au lieu de le réduire et qu'il sapait le travail de l'équipe du DOGE. (...) Je pense qu'une loi peut être grande ou elle peut être belle. Mais je ne sais pas si elle peut être les deux", a aussi regretté le Sud-Africain sur CBS News, le 1er juin, accusant dans un autre tweet le Congrès de mettre "l'Amérique en faillite".La dette américaine s'élève actuellement à 36 200 milliards de dollars, soit 122 % du produit intérieur brut. Elle augmente d'environ 1 000 milliards de dollars tous les trois mois, mais cette cadence devrait s'accélérer avec le projet de loi fiscale promu par Donald Trump. Surnommé "THE ONE, BIG BEAUTIFUL BILL !" ("Le seul, grand et beau texte") par le président sur son réseau Truth Social, il prévoit par exemple 880 milliards de dollars de coupes budgétaires sur une dizaine d'années, concernant principalement les programmes d'assurance santé de 70 millions d'Américains aux revenus modestes. Surtout, il concrétise la prolongation des baisses massives d'impôts accordées durant son premier mandat avant leur expiration, en fin d'année. Ce qui fait dire à l'opposition qu'il s'agit du "plus grand transfert de richesse des pauvres vers les riches de l'histoire américaine", puisqu'il accentue le déficit budgétaire du gouvernement et gonfle la dette publique.La Chambre des représentants a adopté de justesse (215 voix contre 214) le "grand et beau" projet de loi de finances réclamé par le président américain. Mais, pour le faire adopter, Donald Trump a dû recourir aux pressions et aux menaces. Désormais, le texte doit être débattu au Sénat, où des républicains ont déjà exprimé des objections, alors que, sur les marchés, la dette américaine et plusieurs clauses du projet inquiètent.Pour l'heure, Donald Trump n'entend rien changer. Le président américain continue de se mettre en scène depuis le Bureau ovale de la Maison-Blanche : un jour artisan d'une violente guerre commerciale, en signant de nouveaux décrets faisant passer de 25 % à 50 % les droits de douane imposés aux importations d'acier et d'aluminium ; un autre, en imposant une nouvelle séance d'humiliation à l'un de ses invités devant des journalistes triés sur le volet. Après Zelensky, c'est le président sud-africain Cyril Ramaphosa qui a fait les frais, ces derniers jours, du dispositif organisé par l'ancienne star de télé-réalité.Mais tandis que Trump théâtralise sa présidence, les voyants économiques virent au rouge. Les marchés doutent, la récession menace, et la consommation des ménages fléchit, étranglée par l'inflation. Jamie Dimon, le patron de JPMorgan, a récemment tiré la sonnette d'alarme : la politique économique actuelle pourrait déclencher une crise majeure de la dette américaine.Alors, quelles sont les raisons de la rupture entre Elon Musk et Donald Trump ? Faut-il craindre une crise majeure de la dette américaine ? Quelles en seraient les conséquences ? Quel est le bilan de la diplomatie-spectacle de Donald Trump ?LES EXPERTS :- Nicolas BOUZOU - Économiste – Auteur de La civilisation de la peur, chroniqueur à L'Express - Christine OCKRENT - Journaliste spécialiste des Affaires étrangères - France culture- Nicole BACHARAN - Historienne et politologue, spécialiste des États-Unis, éditorialiste - Ouest France - Gallagher FENWICK - Grand reporter, spécialiste des questions internationales, auteur de Volodymyr Zelensky : l'Ukraine dans le sang

David Nelson reacts to Jamie Dimon's remarks around the dollar, agreeing that “we could lose” our place as the world's reserve currency. “As the deficit widens,” Treasury buyers will demand higher yields, he says. “What we're really riding on [for markets] is the AI trade,” he argues. His stock picks include Huntington Ingalls (HII), TJX Companies (TJX), and the UTES ETF.======== 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

Listen to Victor Davis Hanson and co-host Jack Fowler as they discuss commencement speeches praising Hamas, Harvard should accept the truth about their anti-Semitism, Trump's counter-revolution goes to the core, Rubio revokes visas, Jamie Dimon's honesty about the economy, Greece post-WWI, Trump's post, and relations between Trump and the Federalist Society.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jamie Dimon is spooked about the bond market, business uncertainty about tariffs is dragging the economy, and it seems like no politician will get serious about our nation's debt until it's too late. Meanwhile, Republicans don't even like their own spending bill since they only lie about it—it's just in service of making Trump happy. Plus, Stephen Miller reportedly wants ICE to step up raids at businesses, the immigrant brain drain is bad for America, and the antisemitism coming from the left and right is pretty scary for Jews. 

For the first time in 100 years, all 3 major credit rating agencies have downgraded the U.S. to AA. Jamie Dimon warns of cracks in the bond market. The panel breaks down national debt, Trump's spending, and why bullets—not Bitcoin—might be the real hedge.

Ethereum co-founder Joe Lubin has revealed that a conversation with Michael Saylor sparked his decision to launch a new investment firm focused on ETH accumulation. Meanwhile, JP Morgan is making questionable analysis about Ethereum while covertly building on top of it.~This Episode is Sponsored By Coinbase~ Buy $50 & Get $50 for getting started on Coinbase➜ https://bit.ly/CBARRON00:00 intro00:14 Sponsor: Coinbase00:35 GENIUS Act This Week01:06 Event Timeline01:41 Credit Card Act vs Banks03:29 M2 Money Supply03:46 Stablecoin Growth04:15 Stablecoin DeFi Yields04:39 Ethereum & Uniswap Hearing05:18 Circle IPO: Stay Away?05:50 JP Morgan Analyst FAIL06:59 Don't Listen to JP Morgan07:24 Jamie Dimon bullish on blockchain08:11 Onyx x Axelar x Avalanche08:54 Fusaka Upgrade Incoming09:23 Fusaka revenue effects10:26 7 Months For Upgrades To Take Effect10:59 Supply Shock?11:16 Consumer Survey11:29 Tether Gold11:48 Peter Schiff: Tokenized Gold vs Bitcoin13:00 Bitcoin Early?13:56 Strategic BET on Ethereum14:18 Sharplink Gaming $SBET Stock15:17 Shorts Increasing?15:53 $SBET Chart16:27 Tokenized Stocks on Ethereum Soon17:28 outro#ethereum #Crypto #bitcoin~Ethereum Strategy

LISTEN and SUBSCRIBE on:Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608 Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i WATCH and SUBSCRIBE on:https://www.youtube.com/@WatchdogOnWallstreet/featuredJPMorgan CEO Jamie Dimon just dropped a warning shot at Washington—and it's one politicians better take seriously.This episode dives into:-A dire forecast: bond market instability that could trigger the next financial meltdown-Why the so-called “big beautiful bill” might send inflation into overdrive-The growing national debt, runaway spending, and bipartisan failure to act-Dimon's takedown of green energy handouts, stagnant wages, and immigration dysfunctionGet ready for real talk on carried interest, SALT deductions, and why blaming boogeymen won't fix the economy. www.watchdogonwallstreet.com

LISTEN and SUBSCRIBE on:Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608 Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i WATCH and SUBSCRIBE on:https://www.youtube.com/@WatchdogOnWallstreet/featuredEveryone keeps waiting for the “debt bomb” to go off—but what if it already did?In this episode:Why rising debt didn't cause a big bang, but a slow burn that's quietly crushing the middle classThe real reason salaries haven't kept up and why families need two incomes just to surviveInterest payments on our debt have passed $1 TRILLION per year, but Washington refuses to cut a dimeLearn why everyone from Jamie Dimon to Ray Dalio is sounding the alarm! www.watchdogonwallstreet.com

Regresamos a la programación normal después de nuestra cobertura de las elecciones judiciales. El Gobierno de México esperará a los aranceles del 50% al acero y aluminio, mientras los precios suben. Las remesas sufren la mayor caída en una década, a qué se debe. El CEO de JPMorgan habla de el retiro está sobre la mesa, una startup argentina que recibe inversión de un fondo mexicano y los detalles sobre la próxima propuesta de ley de inteligencia artificial.

Krystal and Emily discuss boulder Colorado attack, Jamie Dimon dire warning, Israel aid massacre, Jeremy Scahill flames Tapper, Ukraine drone attack, Elon tweaks out in Oval Office, Rogan reacts to USAID cuts, GOP Senator goes full death cult on Medicaid cuts. Jeremy Scahill: https://x.com/jeremyscahill Jeff Stein: https://x.com/JStein_WaPo To become a Breaking Points Premium Member and watch/listen to the show AD FREE, uncut and 1 hour early visit: www.breakingpoints.com Merch Store: https://shop.breakingpoints.com/See omnystudio.com/listener for privacy information.

Dan and Guy preview upcoming earnings reports from the dollar stores (Dollar General and Dollar Tree) plus Broadcom. They also focus on Jamie Dimon's concerns about the bond market and economic policy impacts, including trade wars and their effect on the market. They conclude with a brief overview of expected market movements and implications of the upcoming May Jobs report. After the break; Dan Nathan and Guy Adami are joined by Sarah Levy, CEO of Betterment, to discuss the wealth management company's expansion and technological integration. Betterment, known for its retail investment and savings platform, advisor technology, and retirement services, manages $56 billion in assets with about a million customers. Sarah delves into the impact of automation and AI in the finance sector, focusing on enhancing efficiency while maintaining regulatory compliance. They also talk about Betterment's growth strategy, including recent acquisitions, and the company's commitment to democratizing financial advice. Sarah emphasizes the importance of long-term diversification, tax optimization, and financial literacy, aiming to serve a wider range of customers by offering sophisticated yet accessible financial solutions. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

June could be a great opportunity in a few stocks and if we pull back, it might be a "buy the dip" month. ⁠⁠SAVE ON TRENDSPIDER ⁠⁠

From inside the Bitcoin 2025 Conference in Las Vegas, it is clear that the new era of cryptocurrency is here and fully backed by the Trump administration. Listen to Vice-President JD Vance's remarks to the crowd of over 40,000 crypto-faithful, and wander the aisles of the exhibit hall at The Venetian and the walls between the traditional financial system and decentralized finance are melting. Plus, the White House's aggressive tariff policy was temporarily blocked by a federal trade court, but the president has many more methods of extracting tariffs from our trading partners and he's used them before. The tariff war is far from over, but CEOs like Jamie Dimon of JP Morgan are more worried about the war we are waging with the 'enemy within'. Listen to Dimon's comments from the Reagan Economic Forum last week. LINKShttps://www.youtube.com/watch?v=3BrQG85fypMhttps://www.youtube.com/watch?v=1NHLha3jG2ghttps://www.investopedia.com/court-rules-trump-s-tariffs-can-stay-on-for-now-11744787https://www.youtube.com/c/ActionCryptohttps://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.htmlhttps://www.investopedia.com/terms/c/chain-transactions-cryptocurrency.asphttps://www.youtube.com/c/ActionCryptohttps://www.investopedia.com/what-to-expect-in-the-markets-this-week-11744837 Learn more about your ad choices. Visit podcastchoices.com/adchoices

How much credit risk is in the market? Equities get the headlines but the world runs on credit. Jamie Dimon recently declared that credit was a “bad risk” on the heels of Moody’s downgrading the U.S. credit rating and a spike in the 10 Year Treasury yield. Suddenly, the boring old credit and bond markets are all the rage on the financial news channels, and it goes much deeper than treasuries. Today’s episode examines the scope of the global credit market and unpacks the difference between the systemic threat posed in the global financial crisis (GFC) and the looming credit crisis today. And, it shows how the big corporations prepared for the gathering storm by rewriting the rules of the game after the GFC. The big guys are fairly insulated from any sort of looming credit shock, but the rest of us are pretty much toast. Access the episode resources. Chapters Intro: 00:01:00 Post Show Musings: 00:28:25 Outro: 00:33:39 Resources Moody’s: Moody’s Ratings downgrades United States ratings to Aa1 from Aaa; changes outlook to stable Federal Reserve Bank of New York: Household Debt and Credit Report Federal Reserve Bank of New York: The Labor Market for Recent College Graduates Coleman Report: Small Business Loan Defaults Expected to Peak Next Year Offshoring Lincoln International LLC: Q1 2025 Lincoln Private Market Index™ Investopedia: Payment-in-Kind (PIK): What It Is, How It Works, Pros and Cons Axios: Americans are behind on car payments at a record level MBA: Mortgage Delinquencies Increase Slightly in the First Quarter of 2025 HBR: U.S. Commercial Real Estate Is Headed Toward a Crisis J.P. Morgan Private Bank U.S.: Municipal Bonds: Back in the Spotlight U.S. Department of the Treasury: Treasury International Capital Data for March Everything Policy: Where are the key Panama Papers figures, seven years later? Secondaries Investor: Yale sells up to $6bn of its PE portfolio amid federal funding challenge NBER: The Offshore World According to FATCA: New Evidence on the Foreign Wealth of U.S. Peter Lang Publishing: Hip Hop Can Save America! UNFTR Episode Resources The U.S. Dollar and 10 Year Treasury. Updated Tax Evasion Figures. Video: Credit Risk: The looming U.S. Credit Crisis UNFTR 5 Non-Negotiables -- 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, TikTok and Instagram at @UNFTRpod. Visit us online at unftr.com. Join our Discord at unftr.com/discord. 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. Unf*cking the Republic is produced by 99 and engineered by Manny Faces Media (mannyfacesmedia.com). Original music is by Tom McGovern (tommcgovern.com). The show is hosted by Max and distributed by 99.Support the show: https://www.buymeacoffee.com/unftrSee omnystudio.com/listener for privacy information.

The Money Wise guys kick off this week's episode with a reflection on last week's numbers from Wall Street. They report that the markets closed out May on a high note, with all three major indices posting solid weekly gains and even stronger monthly returns. The Dow rose 1.6%, the S&P 500 climbed 1.9%, and the NASDAQ led the charge with a 2% increase. For the month of May, the NASDAQ soared 9.6%, the S&P 500 jumped 6.2%, and the Dow finished up 3.9%. The team goes on to highlight the second revision of Q1 GDP and the latest core PCE reading—formerly the Fed's go-to inflation gauge. With year-over-year PCE now at 2.1%, the data suggests inflation is nearing the Fed's 2% target, igniting debate about when rate cuts may finally happen. However, the media continues its gloom-heavy narrative, with financial figures like Jamie Dimon casting shadows of stagflation and looming bond market stress, despite signs of economic resilience. Later in the show, the team does a deep dive into proper portfolio construction, because how your investments are structured can make or break your financial goals.  A Gloomy Wall Street Despite the strong performance across the markets in May, Wall Street sentiment remains surprisingly downbeat. Financial media and major voices like Jamie Dimon continue to push cautionary narratives, raising concerns about stagflation, cracks in the bond market, and long-term economic risks. Even as inflation readings like the core PCE show progress toward the Fed's target, the tone from many in the financial world leans more pessimistic than the data might warrant. It's a reminder that headlines often lag reality, and that investors need to stay focused on facts, not fear. In the second hour, the Money Wise guys discuss Equity Index Annuities. You don't want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.

DOWNLOAD YOUR COPY OF THE BITCOIN-FOR-BUSINESS QUICK START GUIDE This free, 27-page resource includes:Six ways ANY business can benefit from BitcoinSome of the best Bitcoin-only businesses to partner withKey Bitcoin concepts for people getting startedJamie Dimon once called Bitcoin a scam — now JPMorgan is offering it to clients. What changed? In this sharp business roundup, we break down Wall Street's slow pivot, why Ledn went Bitcoin-only, and how Steak 'n Shake Lightning payments signal a shift in real-world adoption. We also explore the bold idea of the U.S. acquiring 1M BTC as part of a sovereign reserve strategy.Featuring Joe Ianni (Lyncster) and Trey Sellers (Unchained), both trusted advisors to institutions, family offices, and Bitcoin-native businesses.

Jamie Dimon, CEO of JPMorgan Chase, America's largest bank, just issued a major economic warning. In Dimon's eyes, the economy has falsely recovered from the tariffs imposed on Liberation Day, with investors exhibiting an extraordinary amount of “complacency” in the face of mounting economic risks. If the country's biggest bank is saying this, why aren't Americans listening, and what should you do with your investments right now to protect yourself from more risks to come? The Liberation Day tariffs tanked the stock market and raised serious inflation concerns almost overnight. While the stock market has recovered, inflation fears are still peaking, economic sentiment has deflated, and consumer debt is rising. Is now the time to sell and move into cash in case a recession or more serious economic downturn arrives? Dave is breaking down the most significant economic risks we face right now, which have the biggest effects on real estate, and how he is personally managing his money to protect himself from economic risks that most investors aren't prepared for. But what should you be doing now? Dave is sharing his “capital preservation” checklist. In This Episode We Cover Jamie Dimon's major warning for the U.S. economy and the threat of “complacency” The biggest risks facing the economy today and whether or not they can be mitigated Why the state of the U.S. consumer is starting to seriously worry economists (and Dave) How to protect your investments (and your wealth) during economic downturns Why you MUST switch to “capital preservation” mode when economic cracks begin to form And So Much More! Links from the Show Join the Future of Real Estate Investing with Fundrise Join BiggerPockets for FREE Sign Up for the On the Market Newsletter Find Investor-Friendly Lenders On The Market 312 - Inflation Fears Soar to 1980s Levels, Consumer Sentiment Sharply Plummets Dave's BiggerPockets Profile Grab the Book, "Recession-Proof Real Estate Investing" Jump to topic: (00:00) A Major Economic Warning  (01:51) Dangerous "Complacency"  (04:14) Biggest Economic Risks  (12:21) Will the Tax Bill Help?  (14:33) Sentiment Drops, Inflation Fears Grow  (18:56) How to Protect Your Investments Check out more resources from this show on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠BiggerPockets.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.biggerpockets.com/blog/on-the-market-325⁠⁠⁠⁠⁠ Interested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Email ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠advertise@biggerpockets.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices

Paul Schatz makes the case for deregulation, arguing it will stimulate the economy – though how much is unknown, especially because he thinks the Fed should've cut rates back in March. “We get past tariffs, there's good stuff coming down out of D.C.” He declares, “Inflation's dead,” and is bullish on bonds. His stock picks include American Water (AWK) and Starbucks (SBUX), calling Brian Niccol the Jamie Dimon of food.======== 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

Trump ambushed South Africa's President with lies and unrelated photos. Diaper Don's attempt to block foreign student enrollment from Harvard was thwarted by a judge. Sith Lord of Chase, Jamie Dimon blathered the obvious about Trump's tariffs. In further obvious news, a columnist from USA said the Felon-in-Chief has been in mental decline. The CrabDiving Podcast have been screaming about Trump's broken brain for years, but who is counting? White House transcripts have disappeared. Anti-gun activist and one of the 5 DNC chairs, David Hogg said the Dems need a leader who fights and gives a damn. The orange rapist in The White House hosted a party with crap food for dolts who bought tons of his worthless crypto. GOP orcs threatened to kill the filibuster. Spreader SCOTUS Amy Coney Barrett voted like a human when she blocked the diddling Catholics' charter schools from tax payer dollars.

Story of the Week (DR):Right wing faux populism:Josh Hawley blasts Allstate CEO for making $26M last year — while company can't ‘afford' to pay out claimsTrump Attacks Walmart, Tells Retailer to ‘Eat the Tariffs' Instead of Raising PricesTesla CFO earns staggering $139M compensation packageVaibhav Taneja: Approximately 80% of Mr. Taneja's equity award was granted as stock options and 20% of the award was granted as restricted stock units. Robyn Denholm member of Pay CommitteeIn 2024, Tesla experienced its first annual sales decline in nearly a decade, with a 1.1% drop in global deliveries. In April 2025, Chinese automaker BYD surpassed Tesla in European electric vehicle sales for the first time, registering 7,231 units compared to Tesla's 7,165. This shift is attributed to BYD's competitively priced and technologically advanced lineup. Tesla's sales in California, its largest American market, declined in all four quarters of 2024, with Model 3 sales plunging 36% for the year. In 2024, Tesla led all automakers in the U.S. with over 5 million vehicles recalled across 16 separate campaignsIn 2025, Tesla dropped to 95th place out of 100 in the Axios Harris Poll, down from 8th place in 2021In a hidden 10K/A from 4/30/25“Staggering” is from Fox: even more fake anti-capitalist rhetoricScared bro dictatorships: Duolingo deletes its TikTok and Instagram posts amid AI backlashCEO Luis von Ahn, posted a memo on LinkedIn last month describing plans to make the company "AI-first." He said the company would "gradually stop using contractors to do work that AI can handle" and "headcount will only be given if a team cannot automate more of their work."The backlash was harsh. Tweets, TikToks, and Reddit posts exploded in outrage. As of Tuesday, Duolingo's social accounts had been wiped — no posts, no icon. Duolingo did not respond to a request for comment.And the one statement that was released by a Duolingo spokesperson, after the account went dark, did not shade much light on the situation (pun intended): “Let's just say we're experimenting with silence. Sometimes, the best way to make noise is to disappear first.”Duolingo CEO says there may still be schools in our AI future, but mostly just for childcareBro dictatorship (76% combined voting power)Co-founder CEO Luis von Ahn (43%); co-founder CTO Severin Hacker (40%)Classified board: why?Each share of Class A common stock is entitled to one vote, and each share of Class B common stock is entitled to 20 votesThe worst kind of suck-ups: Verizon ends DEI programs, diversity goals as it seeks approval for Frontier acquisition MMVerizon dumped DEI. Then regulators cleared its $20 billion Frontier deal4/1/25: T-Mobile announces DEI changes in pursuit of LumosA day after T-Mobile said it would end some diversity, equity and inclusion practices, the FCC gave a green light to T-Mobile's deal with EQT for fiber operator Lumos.5/22/25: AT&T CEO on potential Trump DEI pressure for $5.75B deal: 'We don't have to roll back anything'AT&T CEO John Stankey isn't showing his hand yet on whether he plans to dial back diversity, equity, and inclusion (DEI) initiatives to gain approval for a big new fiber deal from the Trump administration.AT&T said late Wednesday it would acquire all of Lumen Technologies' (LUMN) fiber business for $5.75 billion, above the already pricey $5.5 billion that deal watchers estimated a few weeks ago.Goodliest of the Week (MM/DR):DR: Most US executives want to remove at least one director, PwC survey says93% said they wanted at least one director to be replaced, an all-time high for the five years this survey has been conducted78% said two or more should be replaced56% worried about directors' performance being diminished by their advanced age47% worried members served on too many boardsOnly 32% believe their boards have the right skills and expertiseMM: BYD overtakes Tesla in Europe for the first time. That's more bad news for Elon Musk. MMI'm now rooting for China… and I'm not alone: Jamie Dimon says he is a 'red-blooded American patriot capitalist,' but he sees how China's hustle is paying offAssholiest of the Week (MM):Shareholders lamenting the rise of virtual meetingsShareholders lament the rise of virtual annual meetingsThey miss the time they could meet directors face to face before voting 97% in favor?Shareholders afraid to vote against directors93% of U.S. Executives Desire Board Member Replacements, Survey Finds - News and Statistics49% of directors think one other director should get the axe too according to PwCGrant them their wish!! Just YOU choose instead of them!I'll do it for you:If I look at directors actively on 2+ boards, who have served on at least 3 boards in the last 7 years…Filter them by performance - below average earnings, TSR, AND controversies…There are 66 options to choose from!Including… Stephen Girsky, CEO of fraudulent company Nikola!Randy Weisenburger at Valero Energy and Carnival!Robert Johnson on the boards of Spirit Aero, Roper, and Spirit Airlines!Arnold Donald on four boards - Salesforce, BofA, GE Vernova, MP Materials! Four times the underperformance!Chip Bergh at HP and Pinterest!What, you don't recognize any of these names? These sound like random board members? Shame on you!Johnson has been on the boards for 18,19, and 14 years respectivelyWeisenburger for 14 and 16 yearsDonald's been at BofA for 12 yearsBergh's been at HP for 9 years!These people are tenured. They've been around. They've proven they are really good at overseeing underperformance. VOTE. THEM. OUT.I'm sure you're worried about hurting their feelings or seeming activist - you're not, and you won't! Even the boards and executives wish you would vote someone out! Try it!Harvard board members DRDHS barred Harvard from enrolling international students. Here's what's at stake and what's still uncertainYou've let Bill Ackman be your big fat useless mouthpiece - where the fuck are you all? Oh, I found you…2,173 companies in our database have at least one director who attended Harvard848 of those companies are NON US companiesJust under 4% of ALL GLOBAL DIRECTORSHIPS are held by what we KNOW are Harvard alumsIt's 9% of all US company directorships - nearly 1 in every 10 US directors at a company are from HarvardAverage network power of a Harvard director is $6.2 trillion, compared to a global average of $2.6 trillion - Harvard directors have nearly 2.5x the power of an average directorHarvard directors have on average 13% influence compared to 11% for other directorsOn average, 38% of Harvard directors have merit - while 20% of non Harvard directors doDriven largely by the fact that 62% of them have core industry knowledge and 55% are company leaders - vs. 19% of non Harvard directors with core industry knowledge and 44% of non Harvard directors being leadersWhere we have race/ethnicity data for Harvard directors (1,664 of them), 28% are non white - compared to non Harvard directors where we have race (12,412 of them) only 16% are non whiteAt least 70 of the directors who went to Harvard in our database are tagged as international nationals in our data - and that's a WOEFULLY incomplete datasetOpen your fucking mouths! Did going to Harvard any of you help you get jobs and board positions? Was it nice to network and meet people who eventually could help you get jobs? Is there a culture of Harvard? I hate Harvard, and even I think this is utter madness and stupidity - stand up! Say something you cowards! Headliniest of the WeekDR: Chicago Sun-Times prints summer reading list full of fake books: Reading list in advertorial supplement contains 66% made up books with real author names: "Tidewater Dreams" by Isabel Allende and "The Last Algorithm" by Andy Weir MM: ‘Buy the dip'? You're twice as likely to do that if you're a manNacho dip? Women Outperform Men as Investors, Statistics Show. Here Are 3 Possible Reasons.MM: Anthropic's new Claude model blackmailed an engineer having an affair in test runsMM: Pitney Bowes appoints activist investor as new CEOI love when a company literally just gives up entirelyWho Won the Week?DR: Sam Alman, Ugh: Sam Altman Tells Staff Plan to Ship 100 Million Devices That See Everything In Users' Lives after OpenAI is buying iPhone designer Jony Ive's AI devices startup for $6.4 billionMM: Bud Light - thanks to one trans beer drinker, everyone that shot their Bud Light cans avoided future illness: Beer is the latest source of hazardous PFAS, or ‘forever chemicals,' according to worried scientists. Thank you, trans beer drinkers! You saved us once again!PredictionsDR: When AT&T gives up its DEI program to the Trump altar, I buy some string and quickly make hummus so I can use two empty cans of chick peas to make my new phoneMM: Since this is going forward - Antitrust Cops Say BlackRock, Other Fund Giants May Have Hurt Coal Competition - which should read “Company owners ask companies they own to do stuff” - Blackrock will launch a new investment vehicle called “Pick Your Own Damn Stocks, We Don't Give a Damn LP” in which clients can pick the investments and are auto enrolled in a proxy voting program called “Whatever the Fuck Ever” in which voting and engagement are assigned directly to every board chair.

On today's podcast: 1) Two members of the Israeli embassy’s staff were fatally shot outside the Capital Jewish Museum in Washington on Wednesday night, Homeland Security Secretary Kristi Noem said.2) House Republican leaders released a new version of President Donald Trump’s massive tax and spending bill with a higher limit on the deduction for state and local taxes and other changes in a bid to win over warring GOP factions to support the legislation.3) JPMorgan Chase & Co. chief Jamie Dimon can’t rule out the US economy will fall into stagflation as the country faces huge risks from geopolitics, deficits and price pressures.See omnystudio.com/listener for privacy information.

If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below: http://www.monetary-metals.com/Snider/While we wait to see if the Swiss National Bank opts for zero or negative policy rates next month, its chief Martin Schlegel had a lot to say yesterday about a range of topics, including negative prices, Treasury bonds, and global risks. Jamie Dimon then today chimed in today cautioning that stocks and risk markets are ready for heightened credit risks. One reason why is volatility in repo, where TIC data shows a huge increasing in offshore resales heading into everything April. Eurodollar University's Money & Macro AnalysisBloomberg Dimon Warns Markets Are Underestimating Geopolitical, Inflation Riskshttps://www.bloomberg.com/news/articles/2025-05-19/jpmorgan-s-dimon-warns-against-complacency-amid-mounting-risksBloomberg Swiss Inflation Risks Falling Below Zero in Individual Months This Year, Schlegel Sayshttps://www.bloomberg.com/news/articles/2025-05-19/snb-chief-sees-subzero-inflation-in-individual-months-this-yearBloomberg SNB President Schlegel Sees No Alternative to US Treasurieshttps://www.bloomberg.com/news/articles/2025-05-19/snb-president-schlegel-sees-no-alternative-to-us-treasuriesBloomberg Singapore Central Bank Chief Says US Dollar Assets Irreplaceablehttps://www.bloomberg.com/news/articles/2025-05-20/singapore-central-bank-chief-says-us-dollar-assets-irreplaceablehttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Is this the beginning of a market correction—or just a healthy pullback? Lance Roberts & Danny Ratliff break down recent volatility, key technical signals, and what smart investors should be watching right now; a review of Target & WalMart's earnings reports. Lance rebuts claims by Fisher Investments that stock buy backs do not affect markets. Convincingly. A review of Jamie Dimon's market complacency warnings, and Lance and Danny discuss on line shopping pro's and con's. Danny backs into a preview of our upcoming Retirement Income Empowerment Workshop, how to build and grow wealth, and how Lance plans to distribute his inheritance to his kids. SEG-1: A Retail Tale of Have's & Have-nots SEG-2: Is This the Start of a Correction? SEG-3a: The Buy Back Factor in Markets SEG-3b: Jaime Dimon's Warning of Market Complacency SEG-3c: Retailers, Tariffs, & Online Shopping SEG-4a: Succession Planning for Boomers SEG-4b: Retirement Income Empowerment preview SEG-4c: The First Step to Building Wealth & Self Preservation Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Financial Advisor Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=mD_sgSpa4Go&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=20s ------- Articles mention in this show: "Corporate Stock Buybacks – Do They Affect Markets?" https://realinvestmentadvice.com/resources/blog/corporate-stock-buybacks-do-they-affect-markets/ "USA Versus JNJ" https://realinvestmentadvice.com/resources/blog/usa-versus-jnj/ "Moody's Debt Downgrade – Does It Matter?" https://realinvestmentadvice.com/resources/blog/moodys-debt-downgrade-does-it-matter/ ------- The latest installment of our new feature, Before the Bell, "What Market Sectors Are Telling Us," is here: https://www.youtube.com/watch?v=qsVVT2IzJuo&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Are Markets Too Complacent?" https://www.youtube.com/watch?v=N8MpeSQZeRs&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1309s ------- Register for our next in-person event, "Retirement Income Empowerment Workshop," June 14, 2025: https://tracking.realinvestmentadvice.com/l/1052953/2025-05-08/ysxr ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketSectors #Economy #EconomicCommentary #BasicMaterials #Communications #Utilities #Transportation #Energy #AI #RealEstate #MarketCorrection #StockMarket2025 #InvestorInsights #BearMarketWatch #RiskManagement #MarketRally #MarketPullback #BuyTheDip #RaiseCash #MarketConsolidation #20DMA #50DMA #100DMA #200DMA #MoodysDowngrade #CreditRating #DebtCrisis #BondMarket #USCreditRisk #MarketComplacency #InvestorSentiment #MarketRisk #StockMarketTrends #BubbleWarning #MarketTiming #InvestingAdvice #Money #Investing

Is this the beginning of a market correction—or just a healthy pullback?  Lance Roberts & Danny Ratliff break down recent volatility, key technical signals, and what smart investors should be watching right now; a review of Target & WalMart's earnings reports. Lance rebuts claims by Fisher Investments that stock buy backs do not affect markets. Convincingly. A review of Jamie Dimon's market complacency warnings, and Lance and Danny discuss on line shopping pro's and con's. Danny backs into a preview of our upcoming Retirement Income Empowerment Workshop, how to build and grow wealth, and how Lance plans to distribute his inheritance to his kids. SEG-1: A Retail Tale of Have's & Have-nots SEG-2: Is This the Start of a Correction? SEG-3a: The Buy Back Factor in Markets SEG-3b: Jaime Dimon's Warning of Market Complacency SEG-3c: Retailers, Tariffs, & Online Shopping SEG-4a: Succession Planning for Boomers SEG-4b: Retirement Income Empowerment preview SEG-4c: The First Step to Building Wealth & Self Preservation Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Financial Advisor Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=mD_sgSpa4Go&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=20s ------- Articles mention in this show: "Corporate Stock Buybacks – Do They Affect Markets?" https://realinvestmentadvice.com/resources/blog/corporate-stock-buybacks-do-they-affect-markets/ "USA Versus JNJ" https://realinvestmentadvice.com/resources/blog/usa-versus-jnj/ "Moody's Debt Downgrade – Does It Matter?" https://realinvestmentadvice.com/resources/blog/moodys-debt-downgrade-does-it-matter/ ------- The latest installment of our new feature, Before the Bell, "What Market Sectors Are Telling Us," is here:  https://www.youtube.com/watch?v=qsVVT2IzJuo&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Are Markets Too Complacent?" https://www.youtube.com/watch?v=N8MpeSQZeRs&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1309s ------- Register for our next in-person event, "Retirement Income Empowerment Workshop," June 14, 2025: https://tracking.realinvestmentadvice.com/l/1052953/2025-05-08/ysxr ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketSectors #Economy #EconomicCommentary #BasicMaterials #Communications #Utilities #Transportation #Energy #AI #RealEstate #MarketCorrection #StockMarket2025 #InvestorInsights #BearMarketWatch #RiskManagement  #MarketRally #MarketPullback #BuyTheDip #RaiseCash #MarketConsolidation #20DMA #50DMA #100DMA #200DMA #MoodysDowngrade #CreditRating #DebtCrisis #BondMarket #USCreditRisk #MarketComplacency #InvestorSentiment #MarketRisk #StockMarketTrends #BubbleWarning #MarketTiming #InvestingAdvice #Money #Investing

Polina Pompliano, Author of ‘Hidden Genius' and Founder of The Profile, and Anthony Pompliano, Author of ‘How To Live An Extraordinary Life' and CEO of Professional Capital Management, discuss bitcoin, Jamie Dimon & JP Morgan, inflation, Genius Act, and a mind-blowing story Anthony had with a financial institution. =======================Core is the leading Bitcoin scaling solution, enabling you to lock in yield by locking up your Bitcoin. Simply lock it on the Bitcoin blockchain to secure the Core network, and get rewards. No bridging. No lending. Just holding. Still your keys. Still your coins. Now your yield. Start at https://stake.coredao.org/pomp=======================Xapo Bank, the world's first fully licensed Bitcoin-enabled bank, offers military-grade security with an unmatched blend of physical and digital security, as well as pioneering regulatory oversight, so your funds are always protected. Beyond secure storage, they enable you to grow and use your Bitcoin. Earn daily interest in Bitcoin, spend with zero FX fees using a global card, and make instant payments via the Lightning Network for unrivalled access and convenience. Visit https://www.xapobank.com/pomp to join.=======================Pomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/=======================View 10k+ open startup jobs:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://dreamstartupjob.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Enroll in my Crypto Academy: https://www.thecryptoacademy.io/

Join us today as we discuss a lot of current events and attempt to decipher them. Today we talk about Biden’s cancer surprise, mass school closures, Russia’s GDP collapse, JP Morgan’s 180 on Bitcoin, the Genius Act, Biochar going main stream and more. Join Me Today as we Discuss… The collapse of public education continues – Ft. Worth closing 18 schools – link The Biden cancer announcement is a case study in propaganda – link Why did Russias GDP collapse by 75% since Trump took office, one word oil – link 1 – link 2 JP Morgan and Jamie Dimon … Continue reading →

Crypto News: The Stablecoin Bill Genius Act gets vote to move to the next phase in Senate. JPMorgan to allow clients to buy Bitcoin, CEO Jamie Dimon says. Singapore dollar-pegged stablecoin gets launched on the XRP ledger.Show Sponsor -

Today, Deezy goes undercover and exposes one of America's most powerful banks, JPMorgan. CEO Jamie Dimon has been FUDing Bitcoin for years and we have the receipts! I expose what they're ACTUALLY doing! 

It might've been a boring trading day on the surface… but don't let the calm fool you. On today's episode of Trader Merlin, we're digging into some game-changing developments in the crypto space that flew under the radar.

Yesterday, Jamie Dimon's JPMorgan and Brian Moynihan's Bank of America raised $4.4 billion for a Pentagon-designated “Chinese military company operating in the United States.” Most Americans might be astonished that there are any such companies – let alone that Wall Street is so indifferent to the national security implications that it is massively enriching one. The company in question is called CATL. It's the world's largest electric battery manufacturer and reportedly is putting them in Chinese submarines, increasing their lethality – meaning the death of Americans in the event of a shooting war. Messrs. Dimon and Moynihan are, thereby, not only aiding and abetting a “foreign adversary.” They have violated President Trump's vitally needed “America First Investment Policy” and created a precedent for doing so via Hong Kong that threatens to make a mockery of his commonsensical effort to end such underwriting of our enemy.  This is Frank Gaffney.

President Trump heads to Capitol Hill today to talk with GOP congressmen on the tax bill his party is trying to approve. Reporting from the Cboe Global Markets, Kevin Hincks urges investors to watch for other potential market movers, including Fed speakers taking the mic today. He also notes JPMorgan Chase (JPM) CEO Jamie Dimon serving as a "risk manager" not just for his company, but also the economy. That said, Kevin points to recent economic data and Home Depot's (HD) earnings as deep pockets of strength. ======== 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

Carl Quintanilla, Jim Cramer and David Faber explored the market impact of Moody's decision to cut the U.S.' credit rating to below AAA. The 30-year yield jumped above 5% on news of the downgrade. The anchors reacted to President Trump's social media post telling Walmart to “eat the tariffs” instead of hiking prices. Also in focus: Nvidia CEO Jensen Huang's AI announcements at a conference in Taiwan, Apple's AI challenges, Blackstone's energy deal, JPMorgan Chase and the Jamie Dimon succession watch, Netflix downgraded. Squawk on the Street Disclaimer 

In this episode of Trader Merlin, we're diving into the shockwaves sent through the financial markets after the recent downgrade of the U.S. debt rating.

Markets weigh mega-cap momentum against rising caution with Ryan Detrick of Carson Group and Richard Bernstein of RBA debating. Key takeaways from Nvidia and Microsoft's moves, while Jason Furman, former CEA Chair, breaks down budget bill risks and the deficit. Plus, Dan Niles weighs in on tech and the economy and why he sees fresh lows later this year and our Leslie Picker on the quiet race to succeed Jamie Dimon.

On this episode of "Trading Week Wrap Up!", we're breaking down the most important market moves of the week and setting the stage for what's coming next.

God's Debris: The Complete Works, Amazon https://tinyurl.com/GodsDebrisCompleteWorksFind my "extra" content on Locals: https://ScottAdams.Locals.comContent:Politics, Language Translating Headphones, ADHD Interest Driven Brains, Analogy Thinking, Military Trans Ban, Newark Mayor Arrest, democrat Performance Art, Marc Elias, Norm Eisen, Trump's Crypto Holdings, Justice Sotomayor, Jen Psaki, Rachael Maddow, Jamie Dimon, Pacific Palisades Rebuilding, Federal Agency Reorg Blocked, South African White Refugees, Ed Martin, Weaponization Work Group, Trump Netanyahu Relationship, GOP Tax Package, CA Migrant Healthcare Cost, India Pakistan Cease Fire, India's X Censorship Demand, China Negotiations, Greenland Acquisition, Scott Adams~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~If you would like to enjoy this same content plus bonus content from Scott Adams, including micro-lessons on lots of useful topics to build your talent stack, please see scottadams.locals.com for full access to that secret treasure.