Podcasts about jobs report

P.M. Edition for Aug. 28. Economics correspondent Nick Timiraos reports from Jackson Hole on how investors are interpreting Federal Reserve Chairman Kevin Warsh's speech. Plus, some of President Trump's biggest corporate donors are now cutting checks to Democrats, too. WSJ's White House reporter Annie Linskey explains how American companies are preparing for a potential Democratic comeback in November. And WSJ's global energy reporter Collin Eaton unpacks how Chevron and other U.S. energy companies are closing in on deals worth billions to expand in Venezuela's oil fields. Sabrina Siddiqui hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this podcast episode, Dr. Jonathan H. Westover talks with Dr. Lee Bowes about the jobs report and slowing hiring. Dr. Lee Bowes is the Chief Executive Officer of America Works, a private workforce development organization founded in 1984. She joined the company in 1987 and co-developed the "Work First" theory, which emphasizes private-sector employment as the primary path out of poverty. Founded in 1984, America Works is a national workforce development organization committed to delivering real jobs, real support, and real results. With more than 30 million clients serving across 50+ states, America Works helps job seekers overcome employment barriers through rapid placement, individualized support, and employer partnerships. The organization places clients on average in about seven weeks and maintains a retention rate of more than 70%, reflecting its performance-based approach to workforce success. Learn more at americaworks.com/about.

Mortgage rates and inflation data are both in play today as the Treasury steps into the bond market to prop up prices. Dan Frio breaks down why bond buybacks matter for mortgage rates, what today's jobs report means, and what the Federal Reserve is likely to do next in 27 days.In this episode:• Why the Treasury stepped in yesterday to buy back bonds and prop up prices • What happens to mortgage rates when bond supply floods the market (the 2008 comparison) • $5.2 trillion in Treasury debt issued this year, and why that matters for your rate • Today's jobs report and Philly Fed manufacturing numbers, explained • The odds the Federal Reserve holds rates steady at the next meeting • What homebuyers, homeowners, and realtors should watch nextRead the full breakdown on the blog: https://therateupdate.com/blogCHAPTERS 0:00 Treasury Steps Into the Bond Market 2:00 Why Too Many Bonds Push Mortgage Rates Up 4:00 Jobs Report and Manufacturing Numbers 6:00 Federal Reserve Rate Odds for the Next Meeting 8:00 What to Watch Next for Your Mortgage Rate

Few leaders have a better real-time read on how AI is actually reshaping the workforce than Hayden Brown. As CEO of Upwork, the platform where 18 million freelancers meet the businesses that need them, she sees what the monthly jobs report can't: which skills are surging, which jobs are quietly disappearing, and why 23% of businesses that moved work to AI are already bringing humans back. Brown joins Rapid Response to share what she's actually seeing on the ground, why she refused to blame AI when she laid off a quarter of Upwork's staff, and what the data says about the gap between AI hype and AI reality.Visit the Rapid Response website here: https://www.rapidresponseshow.com/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Few leaders have a better real-time read on how AI is actually reshaping the workforce than Hayden Brown. As CEO of Upwork, the platform where 18 million freelancers meet the businesses that need them, she sees what the monthly jobs report can't: which skills are surging, which jobs are quietly disappearing, and why 23% of businesses that moved work to AI are already bringing humans back. Brown joins Rapid Response to share what she's actually seeing on the ground, why she refused to blame AI when she laid off a quarter of Upwork's staff, and what the data says about the gap between AI hype and AI reality.Visit the Rapid Response website here: https://www.rapidresponseshow.com/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Is the housing market crashing? Mortgage rates, home prices in Austin, Memphis, Tampa, San Francisco, and San Antonio, plus this week's CPI, jobs report, and Federal Reserve outlook, all explained.The headlines say the housing market is crashing. So today I'm putting that to the test with the real numbers. Nationally, home listing prices are down 2.4%, but median home prices are actually up 3.2%. I break down which markets are falling the hardest (Austin, Memphis, Tampa, San Francisco, San Antonio) and which ones are still climbing (Providence, Indianapolis, Hartford, Virginia Beach, Chicago), then explain how the mortgage bond market, this week's CPI report, and the jobs numbers are shaping where mortgage rates go next.If you're sitting on the sidelines waiting for the crash, this is the video where I tell you exactly what to check before you make that call: your credit score, your down payment options, and what mortgage payment you actually qualify for.For more market breakdowns and data, check out the blog: https://www.therateupdate.com/blog

A weaker-than-expected U.S. jobs report sent the dollar sliding and pushed back market expectations for a Federal Reserve rate hike. We explore what softer labor data means for the rate outlook, bond markets, and where investors should be positioned.Today's Stocks & Topics: The Glimpse Group, Inc. (GGRP), Market Wrap, FreightCar America, Inc. (RAIL), Veralto Corporation (VLTO), Market Rotation, V.F. Corporation (VFC), Soft Jobs Report and the Dollar's New Direction: What It Means for Investors, KPP Newsletter, Otis Worldwide Corporation (OTIS), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Vanguard Health Care ETF (VHT), Boston Scientific Corporation (BSX), How Much Money Do You Need To Be Happy?Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands

CPI came in right on point today, cooling core inflation to 2.5% year over year. Here's what today's inflation report means for mortgage rates, homebuyers, refinance timing, and where rates could head by the end of the day.

Any jobs report, by necessity, is going to be vague and subject to revision, but the latest from the Bureau of Labor Statistics paints a pretty clear picture: America hasn't added as many jobs as hoped or expected this summer, and the labor market is looking rough.Guest: Justin Wolfers, professor of public policy and economics at the University of Michigan and “deputy platypus” at Platypus Economics.Want more What Next? Subscribe to Slate Plus to access ad-free listening to the whole What Next family and across all your favorite Slate podcasts. Subscribe today on Apple Podcasts by clicking “Try Free” at the top of our show page. Sign up now at slate.com/whatnextplus to get access wherever you listen.Podcast production by Rob Gunther, Evan Campbell, Madeline Thames-Ducharme and Patrick Fort.Paige Osburn is the senior supervising producer of What Next and What Next TBD. Hosted on Acast. See acast.com/privacy for more information.

Any jobs report, by necessity, is going to be vague and subject to revision, but the latest from the Bureau of Labor Statistics paints a pretty clear picture: America hasn't added as many jobs as hoped or expected this summer, and the labor market is looking rough.Guest: Justin Wolfers, professor of public policy and economics at the University of Michigan and “deputy platypus” at Platypus Economics.Want more What Next? Subscribe to Slate Plus to access ad-free listening to the whole What Next family and across all your favorite Slate podcasts. Subscribe today on Apple Podcasts by clicking “Try Free” at the top of our show page. Sign up now at slate.com/whatnextplus to get access wherever you listen.Podcast production by Rob Gunther, Evan Campbell, Madeline Thames-Ducharme and Patrick Fort.Paige Osburn is the senior supervising producer of What Next and What Next TBD. Hosted on Acast. See acast.com/privacy for more information.

Any jobs report, by necessity, is going to be vague and subject to revision, but the latest from the Bureau of Labor Statistics paints a pretty clear picture: America hasn't added as many jobs as hoped or expected this summer, and the labor market is looking rough.Guest: Justin Wolfers, professor of public policy and economics at the University of Michigan and “deputy platypus” at Platypus Economics.Want more What Next? Subscribe to Slate Plus to access ad-free listening to the whole What Next family and across all your favorite Slate podcasts. Subscribe today on Apple Podcasts by clicking “Try Free” at the top of our show page. Sign up now at slate.com/whatnextplus to get access wherever you listen.Podcast production by Rob Gunther, Evan Campbell, Madeline Thames-Ducharme and Patrick Fort.Paige Osburn is the senior supervising producer of What Next and What Next TBD. Hosted on Acast. See acast.com/privacy for more information.

8.10.2026 #RolandMartinUnfiltered: Fox Host Calls Weak Jobs Report “Dem Propaganda.” Blanche Confirmed. El-Sayed Eyes Obama Help Donald Trump's crony, Todd Blanche has officially been confirmed for a top position in his cabinet as the new U.S. Attorney General. But now, questions are swirling about whether or not he can truly operate independently from the president. Nearly 30 years after Tupac Shakur's murder, the trial for the man accused of killing the beloved rapper is finally underway. We'll be talking about the details of the case In Florida, White woman accepts a plea deal in the stabbing death of her Black boyfriend cutting her time down to less than 10 years. And with kids heading back to school, keeping them healthy and safe is a top priority for parents. We'll talk about the importance of annual wellness visits Dr. Ebony Hilton, host of Second Opinion on the Black Star Network, joins us to break it all down. Black Star Network Partner: Chapter Chapter and its affiliates are not connected with or endorsed by any government entity or the federal Medicare program. Chapter Advisory, LLC represents Medicare Advantage HMO, PPO, and PFFS organizations and stand alone prescription drug plans that have a Medicare contract. Enrollment depends on the plan’s contract renewal. While we have a database of every Medicare plan nationwide and can help you to search among all plans, we have contracts with many but not all plans. As a result, we do not offer every plan available in your area. Currently we represent 50 organizations which offer 18,160 products nationwide. We search and recommend all plans, even those we don’t directly offer. You can contact a licensed Chapter agent to find out the number of products available in your specific area. Please contact Medicare.gov, 1-800-Medicare, or your local State Health Insurance Program (SHIP) to get information on all of your options. ____ Download the Black Star Network app at http://www.blackstarnetwork.com! We're on iOS, AppleTV, Android, AndroidTV, Roku, FireTV, and SamsungTV. The #BlackStarNetwork is a news reporting platform covered under Copyright Disclaimer Under Section 107 of the Copyright Act 1976, allowance is made for "fair use" for purposes such as criticism, comment, news reporting, teaching, scholarship, and research.See omnystudio.com/listener for privacy information.

LISTEN and SUBSCRIBE on:Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608 Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i WATCH and SUBSCRIBE on:https://www.youtube.com/@WatchdogOnWallstreet/featured  The latest jobs report shows private-sector gains overshadowed by steep government losses, major downward revisions, falling labor-force participation, and the weakest wage growth in five years.

Ryan talks with Market & Air Travel Analyst Jay Ratliff about what July's weak jobs report says about the economy and why the numbers make an interest rate increase less likely.

August 7, 2026; 6pm; A new July jobs report shows the US economy losing 23-thousand jobs. Plus, a new legal setback for Trump as a federal appeals court halted above-ground construction on the White House ballroom. Jared Bernstein, Jason Johnson, Juanita Tolliver, Liz Stein, Priya Sridhar and Keith Ellison join The Beat. 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.

Is the US economy falling apart or is self-deportation working?

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On today's episode, Editor in Chief Sarah Wheeler talks with Lead Analyst Logan Mohtashami about the jobs data and how it could affect a Fed rate hike. Related to this episode: U.S. loses 23K jobs in July, economists detail housing effects HousingWire | YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ HousingWire AI Summit – August 11 HousingWire Mortgage Banking Summit – October 1 More info about HousingWire Top 5 Trending: UWM pays up for capital as it resets leverage targets Are data centers the next constraint on affordable housing supply? Q2 2026 earnings for publicly traded mortgage, real estate and homebuilder companies NYC expands finance pool for office-to-residential makeovers Housing Market Spotlight: What the national median price isn't telling you Want more from Sarah? Don't forget to subscribe! The HousingWire Daily podcast brings the full picture of the most compelling stories in the housing market reported across HousingWire. Each morning, listen to editor in chief Sarah Wheeler talk to leading industry voices and get a deeper look behind the scenes of the top mortgage and real estate.

This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform. Try Fidelity's most powerful trading experience yet: https://Fidelity.com/TraderPlus Fidelity Investments and MRKT Call are not affiliated. Views, opinions, products, services, and strategies discussed are not endorsed or promoted by Fidelity Investments. Fidelity Brokerage Services LLC, Member NYSE, SIPC. SUBSCRIBE to our newsletter: http://riskreversal.substack.com/ Dan Nathan, Guy Adami & Carter Worth break down the top market headlines and bring you stock market trade ideas for Monday, August 10th. Checkout our pod with Mike: https://youtu.be/rRMX8h5fOuA Checkout The Boock Report: https://boockreport.com/ -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

Meidastouch host Ben Meiselas and Platypus Economics host and Meidas Chief Economist Justin Wolfers report on Trump and Bessent blowing up the economy and with the worst jobs report on a long time as they run away from the facts and try to pretend everything is amazing. Remember to subscribe to ALL the MeidasTouch Network Podcasts: MeidasTouch: https://www.meidastouch.com/tag/meidastouch-podcast Legal AF: https://www.meidastouch.com/tag/legal-af MissTrial: https://meidasnews.com/tag/miss-trial The PoliticsGirl Podcast: https://www.meidastouch.com/tag/the-politicsgirl-podcast Cult Conversations: The Influence Continuum with Dr. Steve Hassan: https://www.meidastouch.com/tag/the-influence-continuum-with-dr-steven-hassan The Weekend Show: https://www.meidastouch.com/tag/the-weekend-show The Ken Harbaugh Show: https://meidasnews.com/tag/the-ken-harbaugh-show Majority 54: https://www.meidastouch.com/tag/majority-54 On Democracy with FP Wellman: https://www.meidastouch.com/tag/on-democracy-with-fpwellman Uncovered: https://www.meidastouch.com/tag/maga-uncovered Learn more about your ad choices. Visit megaphone.fm/adchoices

Let's talk about the funny thing with Trump's Jobs report....

Jim McTague analyzes the July jobs report, which unexpectedly showed a loss of 23,000 jobs, signaling a cutback in spending by those "with little." He describes a "K-shaped economy" where the wealthy continue to spend while others struggle with high gas prices and inflation. In Lancaster County, the economy remains uneven; while tourism and manufacturing are strong, hiring for non-specialists is weak. The property market is particularly discouraging for buyers, with low inventory driving prices toward one million dollars for decent homes. McTague observes local economic health through visits to Costco and Olive Garden, noting that despite high traffic, people are increasingly discount-conscious. He also mentions the high-security development of a new data center, which is expected to contribute significantly to the local tax base through 2028. (3)

Guests: Daniel Ives, Barry Stuppler and Mark HoodSee omnystudio.com/listener for privacy information.

Ilyce Glink, of ThinkGlink.com and the Love, Money + Real Estate newsletter, joins Lisa Dent to break down July's unexpectedly weak jobs report and discusses how AI data-center construction is helping prop up the economy.

Krystal, Ryan and Emily discuss the new disaster jobs report for Trump, rogue AI system goes on crime spree, Third Way corporate Dems declare million dollar war on DSA. Garrison Lovely: ​https://www.amazon.com/Obsolete-Power-Profit-Machine-Superintelligence/dp/1682196305 Matt Little: ​https://littleforcongress.com/ 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.

Grace starts the show by admitting she saw a shark last weekend and didn't tell anyone about it. Then, John Carney of Breitbart discusses the recent jobs report, and Grace asks, "Where is Mitch McConnell?"See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

With the CLARITY Act pushed to September and $130 million drained in the Coldcard exploit, Crypto Market Analyst Ray Salmond joins Jennifer Sanasie on Markets Outlook to unpack Fed rate odds, Bitcoin's four-year cycle, and the key metrics to watch ahead of a potential CLARITY Act vote. Plus, in today's Brand New Rails, we explore how Dinari is bringing U.S. stocks on-chain. - Timecodes: 00:00 - Ray Salmond Joins Markets Outlook 00:55 - Jobs Report and the Fed 01:58 - Bitcoin's Ceiling and the CLARITY Act Delay 02:26 - Why CLARITY Stalled: Banks, Stablecoins, and the Trump Cloud 04:32 - How Crypto Markets Will Front-Run the CLARITY Vote 06:39 - Brand New Rails: Dinari Brings US Stocks On-Chain 09:26 - Bitcoin's Four-Year Cycle: Still Intact? 12:26 - The Coldcard Hack: An Ideological Blow to Self-Custody 15:06 - Beyond Bitcoin: RWA, Prediction Markets, and the Altcoin Reality - This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. RealFi is launching August 2026. Join the Testnet now at realfi.co.

Stocks rising on an unexpected drop in July payrolls, with the Nasdaq pacing for its best week since late April and S&P 500 hitting a record high to close out the week. The traders break down the markets and momentum and if this rally can last into the coming months. Then, Mercado Libre CFO Martin de los Santos lays out the state of emerging market ecommerce and what he's seeing for the second half of the year. Plus, SpaceX pops and heads toward its IPO price, Airbnb soars after earnings, and the changing tastes of car buyers. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

S&P 500 closes at record and Nasdaq jumps as investors lower their expectations for an interest-rate hike by the Federal Reserve. Plus: Atlassian shares soar 35%. Alexis Moore hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In a surprise to Wall Street, the Labor Department reported a loss of 23,000 nonfarm jobs in July. CNBC's Rick Santelli and Steve Liesman break down the report and what it means for the broader health of the economy. Representative Greg Casar (D-TX) is focused on AI's impact on the labor force in his latest legislation to tax hyperscalers, while MIT Associate Professor Kevin Esvelt is closely watching AI's achievements in science. He considers the implications of a new study from the Arc Institute that showed AI-created viruses are viable in the real world. Plus, in a child harms case in New Mexico, Meta was ordered to pay $567 million into an abatement fund, and OpenAI plans to release a home device to consumers.    Rep. Greg Casar - 14:23 Rick Santelli & Steve Liesman - 25:24 Kevin Esvelt - 32:13   In this episode: Greg Casar, @RepCasar Joe Kernen, @JoeSquawk Melissa Lee, @MelissaLeeCNBC Steve Liesman, @steveliesman Rick Santelli, @RickSantelli 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.

Goldman Sachs Chief Economist Jan Hatzius joins Squawk on the Street with his first reaction to the latest U.S. jobs report and what it means for the economy, interest rates, and the Federal Reserve. Plus, SentinelOne CEO Tomer Weingarten discusses the rise of rogue AI hacks and how companies are adapting to a new generation of security threats. And Flexport CEO Ryan Petersen breaks down the global trade implications after Iran proposed banning U.S. and Israeli ships from the Strait of Hormuz. 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.

There was nothing redeeming in the July jobs report, and the podcast crew covered all the pain points: weak job gains, downward revisions, fewer hours worked, slowing wage growth, and a worrisome drop in labor force participation. Fittingly, we had to battle through our own painful series of technical problems while recording - curious whether you'll notice. Hosts: Mark Zandi – Chief Economist, Moody's Analytics, Cris deRitis – Deputy Chief Economist, Moody's Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody's Analytics Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Does July's weak jobs report change the Fed's rate path? OpenAI is pausing the rollout of its upcoming model due to “cyber capabilities.” Plus, the data center economy and the three sectors our market guest is bullish on because if it.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Andrew, Ben, and Tom discuss Atlassian soaring 30% after declaring "AI is the best thing that's ever happened" to the company with credit consumption doubling quarter-over-quarter, the ECB reportedly blindsided after Treasury sold euros rather than dollars in last week's yen intervention with senior officials calling it an unprecedented breach of monetary cooperation conventions, Microchip Technology rising 9% on accelerating data center demand and a long multi-year upcycle across aerospace, defense, industrial, and automotive, Natera jumping 15% on accelerated MRD testing, Elon Musk's new $16.8 billion Terafab chip facility in Texas backed by SpaceX and Tesla, SK Hynix's $38 billion capacity expansion to ease the memory shortage, reports that Nvidia is testing lower-memory versions of its next-gen Rubin Ultra GPU, upcoming changes to the PCE calculation expected to lower reported inflation by up to 30bps, today's jobs report, and new US intelligence suggesting Putin could test NATO's resolve with a limited incursion.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

MRKT Matrix - Friday, August 7th S&P 500 rises as it wraps up banner week with traders seeing bright side of dismal jobs report (CNBC) Bank of America says bullishness highest since 2021. So it's time to bail on ‘risk assets' (CNBC) BlackRock's Rieder Sees AI Helping Buoy GDP Even as Hiring Slows (Bloomberg) Lethargic Wage Growth Recalls the Painful Post-2008 Job Market (Bloomberg) Garbage-Truck Margin Boost Shows the AI Profit Boom Has Begun (Bloomberg) S&P 500 Earnings Season Update (FactSet) Facing AI ‘Apocalypse,' Once-Hot Software Companies Race to Reinvent Themselves (WSJ) --- Subscribe to our newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://riskreversal.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 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

With the CLARITY Act pushed to September and $130 million drained in the Coldcard exploit, Crypto Market Analyst Ray Salmond joins Jennifer Sanasie on Markets Outlook to unpack Fed rate odds, Bitcoin's four-year cycle, and the key metrics to watch ahead of a potential CLARITY Act vote. Plus, in today's Brand New Rails, we explore how Dinari is bringing U.S. stocks on-chain. - Timecodes: 00:00 - Ray Salmond Joins Markets Outlook 00:55 - Jobs Report and the Fed 01:58 - Bitcoin's Ceiling and the CLARITY Act Delay 02:26 - Why CLARITY Stalled: Banks, Stablecoins, and the Trump Cloud 04:32 - How Crypto Markets Will Front-Run the CLARITY Vote 06:39 - Brand New Rails: Dinari Brings US Stocks On-Chain 09:26 - Bitcoin's Four-Year Cycle: Still Intact? 12:26 - The Coldcard Hack: An Ideological Blow to Self-Custody 15:06 - Beyond Bitcoin: RWA, Prediction Markets, and the Altcoin Reality - This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. RealFi is launching August 2026. Join the Testnet now at realfi.co. - This episode is hosted by Jennifer Sanasie.

Friday 3pm Hour: Jason talks about the loss of friend and colleague Sue Zellickson, a local legend in the food world. Then he talks with Pat Rehkamp from 1834, a division of Old National Bank, about today's worse-than-expected jobs report. Plus, why was Jason on top of a building in St. Paul?!

Jason talks with Pat Rehkamp, senior writer for 1834, a division of Old National Bank, about today's jobs numbers. Why were they so much lower than expectations, and what does this mean for interest rates going forward?

This week on the Lagniappe Podcast, Doug and Greg break down an unusual economic picture: job growth has stalled, interest rates remain elevated, and inflation continues to complicate the Fed's next move — yet corporate earnings and the stock market remain surprisingly strong. They discuss why bad news for the labor market can sometimes be good news for stocks, how lower rates could unlock pent-up housing and real estate development, and why oil prices could play an important role in the inflation outlook. Plus, they dig into impressive S&P 500 earnings growth and why AI-driven productivity could give investors plenty to be optimistic about over the long term. Key Takeaways 00:17 — Jobs Report and the Market 02:01 — Why Bad Economic News Can Be Good for Stocks 03:11 — How Higher Interest Rates Slow the Economy 04:27 — Could Lower Oil Prices Give the Fed an Opening? 07:59 — What Happens If Interest Rates Fall + A Coming Housing Supply Problem 11:44 — S&P 500 Earnings Are Surging 13:16 — Why AI Makes Greg Bullish Long Term 15:44 — The Big Takeaway on Earnings View Transcript 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.

The July jobs report showed job losses and big downward revisions, but the bigger question is whether the labor market is actually weakening or simply running into a shrinking supply of workers.Chuck Zodda and Mike Armstrong break down the latest jobs report, why the unemployment rate fell even as the economy lost 23,000 jobs, and why the decline in foreign-born workers may explain much of the recent slowdown in job growth. They also discuss what the report could mean for Kevin Warsh and the Fed, why small rate moves may matter less than markets assume, and how mortgage rates can move independently from Fed policy. Plus, they look at fast food earnings from McDonald's, Wendy's, and Burger King, the debate over whether Warsh is really changing Fed communication, rising AI-related debt issuance from companies like Alphabet and Amazon, and why software companies are racing to prove they can survive the AI threat.

Well this isn't good news -- the labor market may be stalling again. New jobs numbers out today show the country actually lost jobs in July. Across retail, finance, hospitality, local government, and education, the U.S. lost 23,000 jobs last month. Does this signal a slowing economy, meaning it's time for the Feds to cut interest rates? Senior Economist at Zions Bank Robert Spendlove shares his expertise.

Lisa Flicker, Senior Managing Partner and Head of Real Estate at Jackson Lucas, dissects the nuances of the latest jobs report. She argues that despite initial appearances, the report reflects a multi-speed economy, with significant infrastructure investments driving continued hiring in finance sectors. Flicker also addresses the role of artificial intelligence, suggesting it will create new jobs requiring top-tier talent rather than reducing overall employment. She concludes by discussing the report's potential influence on Federal Reserve policy and its implications for interest rates and capital costs.

Jeffrey Cleveland from Payden & Rygel dissects the July jobs report, noting the surprising -23,000 revision in prior months' job creation. He attributes some of the perceived weakness to seasonal adjustments, particularly in government hiring, while highlighting continued positive momentum in construction and manufacturing. Cleveland also delves into the structural issues affecting labor force participation, such as an aging population, but points to an uptick in prime-age labor force participation as a silver lining. The conversation also touches on the potential impact of artificial intelligence on junior analyst positions, though Cleveland emphasizes that AI at Payden & Rygel (PAYDEN) enhances human productivity rather than replacing it.

KPMG Senior Economist Ken Kim explains how a recent jobs report, despite missing estimates, still paints a complex picture of the U.S. labor market. He dissects the impact of immigration on employment figures and wage growth in specific sectors. Kim also weighs in on the implications for inflation and the Federal Reserve's potential actions, particularly concerning the risk of a stagflationary environment.

Sandisk and Western Digital drop following results. We look at how position within the memory trade. Plus, Alphabet has to make a tough decision between AI talent and cloud computing dominance. And we're counting down to tomorrow's jobs report with a look at hiring and the labor market. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We explore the state of education just before the rise of AI, compare it to today, and extrapolate into the future. SourcesTyler Jagt, "My Students Can't Read," Chronicle of Higher Education, 2026. NAEP Long-Term Trend AssessmentPew Research, "Reading for fun has become less common," 2021.James S. Coleman et al., Equality of Educational Opportunity ("The Coleman Report"), US Dept. of Health, Education, and Welfare, 1966Kathryn Borman & Monique Dowling, Teachers College Record, 2010.Dan Goldhaber, "The Mystery of Good Teaching," Education Next, 2002 Steven Rivkin, Eric Hanushek & John Kain, teacher-effects study, Econometrica, 2005. Xitao Fan & Michael Chen, parental-involvement meta-analysis, Educational Psychology Review, 2001 World Bank, "Vietnam's Human Capital: Education Success and Future Challenges," 2020 (PISA science outperformance on low per-pupil spend). OECD, "Does Money Buy Strong Performance in PISA?", PISA in Focus No. 13, 2012 (no score/spending relationship above ~$35k cumulative per-student spend). NCES, Digest of Education Statistics 2023, Table 236.55 (US per-pupil spending, $6,873 → $17,495 real dollars, 1970-71 to 2020-21)Boston Globe, 2001 coverage of Harvard grading ("laughing stock of the Ivy League"; 91% of seniors graduating with honors). Harvard Crimson, Oct. 5, 2023 (~79-80% of 2020-21 grades in the A range)Anemona Hartocollis, "Harvard Students Skip Class and Still Get High Grades, Faculty Say," New York Times, Oct. 6, 2025. Gallup, confidence-in-higher-education tracking, July 2023 and July 2024 releases (57% in 2015 → 36% in 2023/24; Republican confidence ~56%→~19-20%, Democratic decline much smaller)Pew Research, Aug. 2019 (share saying colleges have a negative effect on the country, 26%→38%, 2012-2019, driven almost entirely by Republicans/leaners)Challenge Success (Stanford, Denise Pope), Fall 2018 surveyMark Galloway, cheating in advantaged-community schools, Ethics & Behavior, 2012Stacy Dale & Alan Krueger, "Estimating the Payoff to Attending a More Selective College," NBER WP 7322, Aug. 1999; Quarterly Journal of Economics, 2002. Follow-up: NBER WP 17159, Jun. 2011; Journal of Human Resources, 2014.ProPublica & The Chronicle of Higher Education, "The Newest College Admissions Ploy: Paying to Make Your Teen a 'Peer-Reviewed' Author," May 2023.Nataliya Kosmyna et al., "Your Brain on ChatGPT," MIT Media Lab, arXiv:2506.08872, 2025. Hao-Ping (Hank) Lee et al., "The Impact of Generative AI on Critical Thinking," CHI 2025, peer-reviewed, n=319. Turnitin AI-detection data, 2023-2026 (>80% AI-written flags: ~3% early 2023 → ~15% early 2026).Inside Higher Ed / Generation Lab Student Voice survey, Aug. 2025Rose Horowitch, "The Elite College Students Who Can't Read Books," The Atlantic, Oct. 2024. "Hilarius Bookbinder," "The Average College Student Is Illiterate," Persuasion, Mar. 2025. Tyler Jagt, "My Students Can't Read," Chronicle of Higher Education, 2026. NAEP 2024 12th-grade reading assessment, released Sept. 2025 (lowest since assessment began). Erik Brynjolfsson, Bharat Chandar & Ruyu Chen (Stanford Digital Economy Lab), "Canaries in the Coal Mine?," Nov. 2025, ADP payroll dataIndeed Hiring Lab, entry-level software postings2U, coding-bootcamp partnership shutdown, Dec. 2024.Southern New Hampshire University, bootcamp closure, 2023, citing AI adoption.World Economic Forum, Future of Jobs Report, 2023 & 2025 McKinsey Global Institute, "Skill Shift," 2018 Stefan Bauschard, "Education is a Wicked Problem in AI" Brian Miller, "Farewell, Peak Literacy, We Hardly Knew You," Front Porch Republic, Nov. 2023. James Marriott, The New Dark Ages: The Death of Reading and the Dawn of the Post-Literate Society Hosted on Acast. See acast.com/privacy for more information.

The Bureau of Labor Statistics is a department for wonks, by wonks. But under the dual pressures of the changing nature of work—like the growing gig economy—and an administration that doesn't accept bad news, should next week's jobs report be taken with a grain of salt? Guest: Ben Casselman, chief economics correspondent for The New York Times.Want more What Next? Subscribe to Slate Plus to access ad-free listening to the whole What Next family and across all your favorite Slate podcasts. Subscribe today on Apple Podcasts by clicking “Try Free” at the top of our show page. Sign up now at slate.com/whatnextplus to get access wherever you listen.Podcast production by Rob Gunther, Evan Campbell, Madeline Thames-Ducharme and Patrick Fort.Paige Osburn is the senior supervising producer of What Next and What Next TBD. Hosted on Acast. See acast.com/privacy for more information.

The Bureau of Labor Statistics is a department for wonks, by wonks. But under the dual pressures of the changing nature of work—like the growing gig economy—and an administration that doesn't accept bad news, should next week's jobs report be taken with a grain of salt? Guest: Ben Casselman, chief economics correspondent for The New York Times.Want more What Next? Subscribe to Slate Plus to access ad-free listening to the whole What Next family and across all your favorite Slate podcasts. Subscribe today on Apple Podcasts by clicking “Try Free” at the top of our show page. Sign up now at slate.com/whatnextplus to get access wherever you listen.Podcast production by Rob Gunther, Evan Campbell, Madeline Thames-Ducharme and Patrick Fort.Paige Osburn is the senior supervising producer of What Next and What Next TBD. Hosted on Acast. See acast.com/privacy for more information.

The Bureau of Labor Statistics is a department for wonks, by wonks. But under the dual pressures of the changing nature of work—like the growing gig economy—and an administration that doesn't accept bad news, should next week's jobs report be taken with a grain of salt? Guest: Ben Casselman, chief economics correspondent for The New York Times.Want more What Next? Subscribe to Slate Plus to access ad-free listening to the whole What Next family and across all your favorite Slate podcasts. Subscribe today on Apple Podcasts by clicking “Try Free” at the top of our show page. Sign up now at slate.com/whatnextplus to get access wherever you listen.Podcast production by Rob Gunther, Evan Campbell, Madeline Thames-Ducharme and Patrick Fort.Paige Osburn is the senior supervising producer of What Next and What Next TBD. Hosted on Acast. See acast.com/privacy for more information.