Podcasts about kalshi

Rob Pizzola and the team from The Hammer Betting Network dive deep into the latest news and drama making waves on Gambling Twitter. From controversial takes to unexpected betting strategies, we're breaking down all the must-know moments from the week with Geoff Fienberg, Jason Cooper, and Jacob Gramegna. In today's show, we go discuss the World Series of Poker's decision to ban William Kassouf, the week of Jeff Nadu, the worst New York Times article we have ever seen, and much more. Whether you're here for the insights or just the entertainment, don't miss this lively discussion on the hottest topics in the betting community on Circle Back, the latest show on The Hammer Betting Network, part of Circles Off and proudly presented by Kalshi.

Happy Monday Degenerates!! Its a PPV fight week and we are talking about the BFM belt. Join us to preview UFC 318 from a gambling perspective!!Guest: JamesTwitter (x): @LucrativeJamesFollow me!Twitter (x): @DieHardMMAPodInstagram: https://www.instagram.com/diehardufc/Facebook: https://www.facebook.com/DieHardMMAPodcastBlueSky: @diehardmmapod.bsky.social► Spectation Sports https://spectationlink.com/DIEHARDPromo Code: DIEHARD for 20% off ► Die Hard MMA Merch: https://die-hard-mma-podcast-merch.myspreadshop.com/all► Kalshi: http://kalshi.com/ufcPromo Code DIEHARD when you sign up and you'll receive $10 when you trade $100!0:00 Intro 12:25 Carli Judice vs Nicolle Caliari23:11 Brunno Ferreira vs Jackson McVey37:03 Ryan Spann vs Łukasz Brzeski49:22 Jimmy Crute vs Marcin Prachnio1:06:00 Adam Fugitt vs Islam Dulatov1:17:35 Ateba Gautier vs Robert Valentin1:28:20 Francisco Prado vs Nikolay Veretennikov1:38:52 Marvin Vettori vs Brendan Allen1:50:21 Kyler Phillips vs Vinicius Oliveira1:59:10 Michael Johnson vs Daniel Zellhuber2:09:36 Dan Ige vs Patricio Pitbull2:19:11 Kevin Holland vs Daniel Rodriguez2:27:21 Paulo Costa vs Roman Kopylov2:35:55 Max Holloway vs Dustin Poirier

Henrik Zeberg, head macro economist at SwissBlock, warns that markets are approaching a historic "blow-off top" with the S&P 500 potentially reaching 6,700-6,900 before a devastating crash. Using his business cycle model, he argues we've already hit the "Titanic moment" - where leading indicators have collapsed while markets surge to bubble extremes. Zeberg predicts this "Everything Bubble" will lead to a deflationary crash potentially worse than 2008, followed by a stagflationary period in 2026-2028. He criticizes the Federal Reserve for massive policy errors, focusing on backward-looking inflation data while ignoring consumer distress and housing market deterioration. Despite being long Bitcoin (targeting $150K-$180K), he warns it could crash 80% and sees parallels to subprime risks in corporate treasuries loaded with crypto.Sponsors: Monetary Metals. https://monetary-metals.com/julia Kalshi: https://kalshi.com/juliaLinks: X: https://x.com/HenrikZebergSubstack: https://henrikzeberg.substack.com/p/final-warning-the-emperors-new-clothes0:00 Welcome Henrik Zeberg0:43 Macro framework and business cycle model3:29 Titanic moment explained6:09 Blow-off top targets (S&P 6,700-6,900)8:06 Trading vs investing in this environment9:30 Market signposts to watch11:21 Post blow-off top scenario14:30 How sharp will the decline be?18:00 Prediction markets showing 20% recession odds18:54 Liquidity vs solvency problem23:03 Federal Reserve policy errors26:21 Fed credibility problems29:11 What to ask Powell at FOMC31:09 Will the Fed cut rates in 2025?33:08 Bitcoin analysis and bubble concerns37:30 Bitcoin as subprime risk40:01 Gold outlook and inflation narrative42:45 The "Everything Bubble" thesis48:13 How to protect yourself51:16 Final thoughts and where to find Henrik

The Circle Back crew of Jacob Gramegna, Joey Knish, Chris Dierkes & Porter of BAanalytics dive deep into the latest and greatest news and drama from Gambling Twitter. From controversial takes to unexpected betting strategies, we're breaking down all the must-know moments from the week. In today's show, we discuss how low the bar is for partnerships in sports betting, the worst of the worst in pick selling, the momentum of the Fair Bet Act and so much more.

Katie and Matt talk about dreams, Jane Street's Indian options trade, XAI, Tesla governance, sports gambling and prediction markets.See omnystudio.com/listener for privacy information.

New York Times' bestselling author Larry McDonald, founder of The Bear Traps Report, returns to The Julia La Roche Show for episode 273 to discuss the markets and the economy.Sponsors: Monetary Metals. https://monetary-metals.com/julia Kalshi: https://kalshi.com/juliaLinks: How To Listen When Markets Speak: https://www.amazon.com/Listen-When-Markets-Speak-Opportunities-ebook/dp/B0C4DFVFNR Twitter/X: https://twitter.com/Convertbond Bear Traps Report: https://www.thebeartrapsreport.com/00:00 Introduction: Larry McDonald, founder of the Bear Traps Report00:47 Getting long high beta names in April, now lightening positions02:18 Add high beta into fear/panic, lighten into complacency 04:11 Warning about "Liz Truss moment" for America - bond panic scenario 06:38 Debt ceiling suspension creates $1.7 trillion bond issuance catch-up 08:04 Bessent's "bag of tricks" to fight bond vigilantes 09:33 Dollar counter-trend rally from front-end Treasury issuance 11:41 Mechanics of dollar rally: need dollars to buy Treasuries 13:53 Emerging market bonds outperforming long-term Treasuries 16:14 Question whether "bag of tricks" arrives on time to help bonds 17:05 Financial repression explanation: suppress rates below inflation18:40 Bond vigilantes back despite Bessent's interventions 19:35 Commodities renaissance: copper names up 200-300% over 5 years21:51 New portfolio construction: gold, copper, uranium, lithium miners24:08 Risk: banks exposed to $5 trillion in commercial real estate debt25:09 Jamie Dimon and Buffett selling banks at "alarming pace" 26:31 Optimistic on lithium trade and Chile election outcome 26:55 Expecting 100 basis points in rate cuts due to debt burden 28:12 Coal names oversold, offshore drilling opportunities30:00 Closing remarks

Rob Pizzola and the team from The Hammer Betting Network dive deep into the latest news and drama making waves on Gambling Twitter. From controversial takes to unexpected betting strategies, we're breaking down all the must-know moments from the week with Geoff Fienberg, Kirk Evans, and Jacob Gramegna. In today's show, we go further into the impact of the One Big Beautiful Bill on sports betting, Dina Titus' plans to try to amend the bill, the state of Major League Baseball content and betting, and much more. Whether you're here for the insights or just the entertainment, don't miss this lively discussion on the hottest topics in the betting community on Circle Back, the latest show on The Hammer Betting Network, part of Circles Off and proudly presented by Kalshi.

Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, returns to the show. He argues the Fed is "clearly late" in addressing a commercial real estate nightmare while consumer credit remains quiet, creating a "silent recession" ignored by markets. He warns the "Big Beautiful Bill" will drive inflation higher despite Trump's demands for rate cuts, with Treasury Secretary Bessent's shift to T-bill issuance representing a "last resort before default." Whalen predicts NYC mayoral candidate Mamdani will win and destroy real estate values with rent freezes, while inflation radicalizes politics nationwide. He advocates for gold as central banks abandon dollars, positioning in short-term treasuries and bank preferreds, and warns America needs an Argentina-style "Milei moment" crisis to force real change.Sponsors: Monetary Metals. https://monetary-metals.com/julia Kalshi: https://kalshi.com/juliaLinks:    Twitter/X: https://twitter.com/rcwhalen    Website: https://www.rcwhalen.com/    The Institutional Risk Analyst: https://www.theinstitutionalriskanalyst.com/   Inflated book (2nd edition): https://www.barnesandnoble.com/w/inflated-r-christopher-whalen/1146303673Timestamps:00:00 Introduction: Chris Whalen00:59 Fed is "clearly late" - commercial side is a nightmare02:31 Fed late but no rate cuts coming soon due to fiscal deficits 04:28 Big beautiful bill will cause higher inflation and long rates 06:48 Silent recession in commercial real estate and private credit 09:18 NYC mayoral race: Mamdani 70% chance, will freeze rents 11:40 Wealthy exodus from NYC unlikely - condos vs. rentals 13:00 Inflation radicalizing Democratic Party politics 14:23 America needs Argentina "Milei moment" when crisis hits 16:13 Bessent switching to T-bills - last resort before default 19:17 Trump mismanaging relationship with Powell 20:45 Bank sector: deflation in lending, lack of credit demand 22:35 Private equity "train wreck" ignored by Fed stress tests 24:10 Dollar decline signals gold returning as reserve asset 25:30 Physical gold vs. ETFs discussion 27:12 Portfolio positioning: gold, bank preferreds, short-term treasuries29:51 Housing volumes down 20-25%, lock-in effect persists 32:02 Southern overbuilding compressing million-dollar homes 35:20 Warning about market reaction to big beautiful bill

On today's podcast episode, we discuss the second biggest digital ad player's (Meta) vision for the future of ads, if it will lead to money saved or more commercials, and why the 30-second AI-made TV ad for Kalshi matters more than most. Join Senior Director of Podcasts and host Marcus Johnson, Senior Director of Briefings Jeremy Goldman, and Principal Analyst Yory Wurmser. Listen everywhere and watch on YouTube and Spotify.   To learn more about our research and get access to PRO+ go to EMARKETER.com Follow us on Instagram at: https://www.instagram.com/emarketer/ For sponsorship opportunities contact us: advertising@emarketer.com For more information visit: https://www.emarketer.com/advertise/ Have questions or just want to say hi? Drop us a line at podcast@emarketer.com  For a transcript of this episode click here: https://www.emarketer.com/content/podcast-ai-ads-2k-meta-kalshi-reimagined-ad-world-behind-numbers © 2025 EMARKETER

The Circle Back crew of Jacob Gramegna, Joey Knish, Chris Dierkes & Mr. PeanutBettor dive deep into the latest and greatest news and drama from Gambling Twitter. From controversial takes to unexpected betting strategies, we're breaking down all the must-know moments from the week. In today's show, we discuss President Donald Trump's Big Beautiful Bill, which threatens the existence of sports betting in the United States of America, Joey Chestnut's return to the 4th of July's Nathan's Famous Hot Dog eating contest and much more. Whether you're here for the insights or just the entertainment, don't miss this lively discussion on the hottest topics in the betting community on Circle Back, the latest show on The Hammer Betting Network, part of Circles Off and proudly presented by Underdog.

Welcome to The Chopping Block – where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. This week, we're joined by Jon Charbonneau and Ryan Watkins to unpack the bombshell news of Robinhood Chain—an Arbitrum-based network debuting tokenized U.S. stocks, 3× crypto perps, and that head-scratching $500 K liquidity cap. From riffing on whether proof-of-stake yields are just “money in a box,” to debating Solana's first U.S. staked ETF, to sizing up the looming perp wars between Robinhood and Coinbase, the crew maps a common thread: corporate chains and regulatory work-arounds are colliding with crypto's decentralization ideals, forcing builders, traders, and even ETF hawks to rethink where real security, fairness, and opportunity will live next. Show highlights

Meredith Whitney, CEO of Meredith Whitney Advisory Group, returns to The Julia La Roche Show to discuss her outlook on a bifurcated economy where 52% of households are entering their second recession since COVID stimulus ended, while high-end consumers continue driving economic growth. Sponsors: Monetary Metals: https://monetary-metals.com/julia⁠ Kalshi: ⁠https://kalshi.com/julia Links: https://meredithwhitneyllc.com/Timestamps:0:00 Intro 0:54 Macro outlook and consumer segmentation 2:37 Recession expectations for Main Street 4:19 Market distortions and wealth effects 4:51 Dollar stores as economic indicator 6:17 Dollar store vs Walmart consumer dynamics 7:57 Trading down narrative discussion 8:26 Segmented recession clarification 8:54 Housing market outlook 9:23 Worst housing market in decades 11:12 Senior demographics and aging in place 12:32 First-time homebuyer challenges 14:25 Housing bubble discussion 15:29 Avocado toast generation (24-38 age group) 17:09 Experiential spending and lifestyle patterns 19:53 Nation's fiscal picture and debt concerns 22:44 Interest rates and Treasury market risks 24:31 Fed's impossible situation with stagflation 25:42 Rate cut predictions 27:04 Underappreciated risks and Treasury concerns 28:30 Home equity as "get out of jail free card" 30:15 Where to find Meredith's work and closing thoughts

Welcome to The Chopping Block – where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. This week, we're joined by Jon Charbonneau and Ryan Watkins to unpack the bombshell news of Robinhood Chain—an Arbitrum-based network debuting tokenized U.S. stocks, 3× crypto perps, and that head-scratching $500 K liquidity cap. From riffing on whether proof-of-stake yields are just “money in a box,” to debating Solana's first U.S. staked ETF, to sizing up the looming perp wars between Robinhood and Coinbase, the crew maps a common thread: corporate chains and regulatory work-arounds are colliding with crypto's decentralization ideals, forcing builders, traders, and even ETF hawks to rethink where real security, fairness, and opportunity will live next. Show highlights

Rob Pizzola and the team from The Hammer Betting Network dive deep into the latest news and drama making waves on Gambling Twitter. From controversial takes to unexpected betting strategies, we're breaking down all the must-know moments from the week with Geoff Fienberg, Jason Cooper, and Jacob Gramegna. In today's show, we discuss the latest NBA betting scandal with Malik Beasley, Zohran Mamdani's mayoral candidacy in New York City, knee braces and much more. Whether you're here for the insights or just the entertainment, don't miss this lively discussion on the hottest topics in the betting community on Circle Back, the latest show on The Hammer Betting Network, part of Circles Off and proudly presented by Underdog.

David Rosenberg, founder and president of Rosenberg Research, believes recession odds are higher than 2022 despite nobody expecting one, pointing to Fed staff forecasting 50% recession probability and the most downbeat Beige Book since 1980. Rosenberg criticizes Powell for calling the economy "solid" while real GDP has been negative sequentially in 2 of the past 3 months and survey data suggests 1% contraction. He highlights a major market dichotomy with stocks up 24% while the dollar is in an 11% bear market, suggesting something is fundamentally wrong. The housing market faces a negative wealth effect as supply-demand gaps widen and prices start cracking.Sponsors: Monetary Metals: https://monetary-metals.com/julia⁠ Kalshi: ⁠https://kalshi.com/julia Links: https://rosenbergresearch.com/https://x.com/EconguyRosieTimestamps: 00:01 - Introduction: Dave Rosenberg, founder and president of Rosenberg Research 00:49 - "Meat grinder roller coaster ride" - elevated policy uncertainty02:15 - Tail risks removed: no trade war, regional conflict, or fiscal cliff05:35 - S&P 500 multiple expansion: 18 to 22 in three months (4 sigma event) 08:30 - Housing market in "huge state of disarray" - prices starting to crack11:22 - Survey data consistent with economy contracting at 1% annual rate13:20 - Real GDP negative sequentially in 2 of past 3 months 15:24 - Nobody talking about recession despite higher odds than 202218:18 - Recession probabilities are binary - "zero or 100, not 60% pregnant" 21:18 - Mistakes from 2022-2023: didn't anticipate fiscal stimulus scale25:34 - Big beautiful bill not stimulative - just extending status quo 28:20 - Housing supply-demand gap widening, negative wealth effect coming32:42 - S&P 500 became growth index, small caps still in correction 36:00 - Fed staff said recession odds equal to GDP baseline forecast (50%)38:56 - Beige book: economy declining slightly, more downbeat than 200744:32 - Powell calling economy "solid" despite weak data - credibility issue48:04 - Fed damaged by "transitory" mistake, protecting legacy 55:17 - Next Fed Chair speculation: wants someone he can "push around"59:04 - US dollar down 11% in bear market while stocks up 24% 01:04:13 - Closing: importance of liquidity and diversification

This week, we're diving into the accelerating convergence of traditional finance and crypto, headlined by the groundbreaking news that Fannie Mae and Freddie Mac are considering accepting crypto as valid assets for mortgage applications. This, combined with Circle's recent application for a U.S. bank charter, signals a major shift in how digital assets are integrated into the core financial system.The macro landscape is dominated by the Federal Reserve, as we analyze recent comments on stablecoins from Chair Powell and explore the crucial discussion around his potential replacements and what their policy stances could mean for crypto's future. We also provide updates on the “One Big Beautiful Bill” and the looming July 9th tariff deadline, all ahead of this week's key Non-Farm Payrolls report on Thursday.We then turn to corporate strategy, where new crypto treasury products are launching from Bitmine Immersion Tech and TAO Synergies. In fundraising, we focus on the explosion in prediction markets, highlighted by massive  funding rounds for Polymarket at a $1 billion valuation and Kalshi at a $2 billion valuation.Finally, we have a slate of major updates from Coinbase. The exchange has secured its full MiCA license in Europe, a milestone that unlocks access to all 27 EU member states. For U.S. traders, perpetual-style futures are set to launch on July 21st, and in Australia, Coinbase has integrated PayPal as a new payment method.Topics Covered:Macro & Policy Deep Dive:Powell's recent stablecoin commentary.The debate over potential Fed chair replacements and their crypto impact.Updates on the “One Big Beautiful Bill,” Iran, and the July 9th tariff deadline.U.S. rates outlook.TradFi & Crypto Convergence:Fannie Mae & Freddie Mac considering crypto for mortgage applications.Circle's application for a U.S. bank charter.New crypto treasury strategies driven by FASB accounting changes.Tokenized equities launching on Arbitrum.Fundarising:The boom in prediction markets: Polymarket ($1B valuation) & Kalshi ($2B valuation) secure massive funding.Coinbase: Global Expansion & Product Innovation:Securing a landmark MiCA licence for the entire 27-member European Union.Upcoming launch of perpetual-style futures in the U.S. (July 21st).Integration of PayPal as a payment method in Australia.Upcoming Catalysts:Non-Farm Payrolls report on Thursday (July 3rd) due to the holiday.    

This week, David and guest co-host Tom Schmidt (Dragonfly) unpack a deceptively quiet crypto market with Bitcoin dominance hitting 66% and altcoins eerily still. What meta could flip the trend? They dive into Circle's explosive 10x IPO, Robinhood's surprise crypto surge, and why Coinbase is finally catching up. Plus: the Kalshi vs. Polymarket drama, ICOs creeping back, and how meme coins might soon help you get a mortgage. Also: Vitalik's Layer 1 pivot, prediction markets heating up, and signs of a new retail cycle forming. Tom Schmidt & Chopping Block https://x.com/tomhschmidt https://x.com/_choppingblock https://x.com/dragonfly_xyz ------

Today's show:EVs are igniting a global tariff war, and Xiaomi's shockingly cheap, high-quality electric cars threaten to obliterate Western automakers, sparking fears of a manufacturing wipeout. In today's brand-new TWiST, Jason and Alex dive into the EV price war, Uber's rumored plan to team up with Travis Kalanick on a self-driving takeover, and DoorDash's mega-drones giving us a glimpse of the future of food delivery. Plus, Tesla's cautious safety driver rollout shows we're only in the early innings of the autonomous revolution, a consideration of Meta's talent shopping spree, AND a new edition of Reddit Rapid Response. Don't miss this deep dive into the future of cars, delivery, and AI.Timestamps:(02:24) Guess who's BACK at Uber? On the Travis Kalahnik-Pony AI deal.(10:43) Superpower - Visit superpower.com/twist to get $50 off your membership. This offer is only for the first 100 twist listeners who sign up.(17:24) All the huge opportunities for Kalshi, PolyMarket and prediction markets(19:44) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist(25:37) TODAY'S POLYMARKET: How well will Apple's “F1” do at the box office?(30:03) Pilot - Visit https://www.pilot.com/twist and get $1,200 off your first year.(31:58)What actually IS AGI? And why does it matter for the Microsoft-OpenAI negotiation?(45:57) Inside Meta's massive Superintelligence shopping spree: maybe it's not so crazy to pay AI experts $100M?(01:05:15) Reddit Rapid Response: Can you be a great founder if you hate doing cold sales?Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpFollow Lon:X: https://x.com/lonsFollow Alex:X: https://x.com/alexLinkedIn: ⁠https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisThank you to our partners:(10:43) Superpower - Visit superpower.com/twist to get $50 off your membership. This offer is only for the first 100 twist listeners who sign up.(19:44) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist(30:03) Pilot - Visit https://www.pilot.com/twist and get $1,200 off your first year.Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason's suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.comSubscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

Join Michale, Mike, Yano and Santi on stage and LIVE from PERMISSIONLESS IV as they break down crypto's breakout moment for this week's roundup! -- Start your day with crypto news, analysis and data from Katherine Ross. Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire?utm_source=podcasts -- Follow Michael - https://x.com/im_manderson Follow Mike - https://x.com/MikeIppolito_ Follow Santi - https://x.com/santiagoroel Follow Jason: https://x.com/JasonYanowitz Follow Empire: https://twitter.com/theempirepod -- Join the Empire Telegram: https://t.me/+CaCYvTOB4Eg1OWJh -- GEODNET is the world's largest RTK network, delivering real-time, centimeter-level precision for drones, robots, farmers, and first responders. Recognized by the U.S. Congress, this blockchain-powered network supports mission-critical applications across a wide range of industries. Discover how GEODNET is changing the world: [https://geodnet.com] -- Get up to speed on the biggest stories in crypto each week. In five minutes. Get the Bitwise Weekly CIO Memo delivered directly to your inbox at bitwiseinvestments.com/ciomemo/empire -- Ledger, the global leader in digital asset security, proudly sponsors Expansion! As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your assets. Buy a LEDGER™ device now, and build confidently, knowing your BTC, ETH, SOL, and more are safe.Buy now on https://shop.ledger.com/?r=1da180a5de00. -- Citrea is the first zero-knowledge rollup to enhance the capabilities of Bitcoin blockspace and enable Bitcoin applications (₿apps). Citrea is optimistically verified by Bitcoin, offering the most Bitcoin-secured and native way to extend BTC's utility to DeFi. Learn more about Citrea: https://citrea.xyz/?utm_source=bellcurve&utm_medium=podcast&utm_campaign=website_promo Follow Citrea on X/Twitter for the latest on its journey to mainnet: https://x.com/citrea_xyz Chapters: (00:00) Intro (01:25) The Growth of Prediction Markets (04:11) Polymarket vs Kalshi's Business Models (09:32) Ads (Geodnet, Bitwise) (11:08) Is Crypto Forming Its Own Mag 7? (19:16) Ads (Geodnet, Bitwise) (20:53) Global Capital Pools and the State of Venture (30:21) Bitcoin Dominance Is Up Only (36:21) Ads (Ledger, Citrea) (37:52) Verifiable Apps and the Effectiveness of the DAO (40:56) How to Play the Stablecoin Boom — Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.

Luke Gromen, founder of FFTT, joins the Julia La Roche Show for episode 269 for his latest macro update. Gromen argues the US government is in fiscal dominance, spending over 100% of tax receipts on entitlements and interest payments alone. He says Fed Chair Powell faces a binary choice between crushing the dollar through inflation or crushing the bond market through higher rates. Gromen notes that funding currency relationships between the yen and dollar have broken down, signaling both central banks are cornered. He advocates getting out of government bonds and into hard assets like gold and Bitcoin, predicting that retail investors holding long-term Treasuries will be the biggest losers. Gromen believes Trump officials are "begging" for rate cuts because they know the fiscal math doesn't work without negative real interest rates.Sponsors: Monetary Metals: https://monetary-metals.com/julia⁠ Kalshi: ⁠https://kalshi.com/julia Links: website: https://fftt-llc.com/ Twitter/X: https://twitter.com/lukegromen00:00 Introduction and welcome back Luke Gromen01:01 Funding currency relationships breaking down 07:58 Meta trade: exit government bonds, buy hard assets 12:27 Gold still early - central banks driving demand 14:47 Trump officials begging for rate cuts - Fed cornered 16:56 Stablecoin plan requires much higher Bitcoin 20:33 Dollar/bond correlations broken - foreigners selling Treasuries 27:11 Powell's binary choice: crush dollar or bonds 34:14 Fiscal dominance: interest expense >95% of receipts 37:08 DOGE failed - needed dollar devaluation first 39:25 Portfolio: overweight gold, Bitcoin45:18 Two scenarios: Powell cuts vs. doesn't cut rates 48:54 Retail investors stuck holding long-term bonds 52:04 Closing remarks

Send us a text00:00 - Intro00:53 - Harvey Eyes $5B Primary Valuation Amid Legal AI Surge01:58 - Wealthfront Preps IPO After Strong $290M Revenue02:42 - Snyk Acquires Invariant to Secure AI Risks03:47 - PlayAI In Acquisition Talks With Meta04:46 - OpenAI and Microsoft Clash Over AGI Clause06:12 - Kalshi Hits $2B Primary Valuation Amid Legal Wins07:00 - Polymarket Nears $1B Valuation With $200M Raise07:49 - Melio Acquired by Xero at $2.5B

Michael Pento, president and founder of Pento Portfolio Strategies (PPS), joins Julia La Roche on episode 268, warning of a coming "grand reconciliation" where credit, stock, and real estate bubbles will burst. He argues the US debt is unsustainable, with the next recession triggering $4-6 trillion annual deficits. Pento predicts Trump will replace Powell with an "obsequious sycophant" in May 2026 who will slash rates to zero, causing long-term rates to spike and creating a "debt death spiral." He recommends hard assets like gold and platinum, which he expects will "scream higher" in 2026, and emphasizes the critical importance of active management to navigate the coming crisis.Sponsors: Monetary Metals: https://monetary-metals.com/julia⁠ Kalshi: ⁠https://kalshi.com/julia Links: https://pentoport.com/ https://twitter.com/michaelpento0:00 Intro and welcome Michael01:01 - Macro picture06:16 - Grand reconciliation coming: debt, real estate, stocks 11:27 - Case for platinum and gold - platinum breakout 14:32 - Hard assets will "scream higher" in 2026 17:11 - Fed should be defunct - market should set rates 22:08 - Next recession: deficit jumps to $4-6 trillion 25:21 - US debt32:29 - 202634:38 - Next Fed chair will be "obsequious sycophant" 38:03 - Closing remarks

This week, we're talking AI creative, product page testing, and Shopify updates - plus, we're joined by Steve Rekuc from Common Thread Collective who walks us through how he built the Spending Power metric at CTC, what it tells us about shifting consumer demand, and how brands can use it to adjust spend and planning month to month. We also dig into seasonality vs macro-driven variability, and why awareness of your environment is key to making smarter decisions.We also discuss the viral Kalshi ad and discuss how we're approaching AI tools for creative development, from visual quality to concept support. We also talk about recent PDP testing wins, what changed, and how to think about the structure of your product pages going into peak season.Want to submit your own DTC or ecommerce marketing question? ⁠Click here⁠.00:00 Introduction02:57 Analytics Reporting and Year-Over-Year Comparisons07:12 Data Warehousing and Shopify Analytics10:54 AI in Marketing and Creative Strategies16:53 Consumer Confidence and E-commerce Predictions23:00 Insights from Common Thread Collective34:20 Understanding Spending Power37:14 Incrementality Testing for Marketing Efficiency40:01 Seasonality and Brand Performance43:41 Predicting Future Spending Power46:59 Consumer Confidence and Spending Trends49:47 Insights from Data for Brand Strategy52:27 Iterating on Product Design and User ExperienceKalshi Ad: https://x.com/PJaccetturo/status/1932893260399456513Steve's X Thread: https://x.com/RSteveData/status/1931107166792159711Episode 64 with Dylan Anders:YouTube: https://youtu.be/QJvj3z68rbE Spotify: https://open.spotify.com/episode/3iwer8FNwuwzDDnAV5X7JV?si=ab23e70a86404639Powered by:Motion.⁠⁠⁠https://motionapp.com/pricing?utm_source=marketing-operators-podcast&utm_medium=paidsponsor&utm_campaign=march-2024-ad-reads⁠⁠⁠https://motionapp.com/creative-trendsPrescient AI.⁠⁠⁠https://www.prescientai.com/operatorsRichpanel.⁠⁠⁠https://www.richpanel.com/?utm_source=MO&utm_medium=podcast&utm_campaign=ytdescAftersell.https://www.aftersell.com/operatorsHaus.http://Haus.io/operatorsSubscribe to the 9 Operators Podcast here:https://www.youtube.com/@Operators9Subscribe to the Finance Operators Podcast here: https://www.youtube.com/@FinanceOperatorsFOPSSign up to the 9 Operators newsletter here: https://9operators.com/

Today, we're talking about how Blank Street Coffee built a $500 million dollar empire, “Lower East Side Dimes Boy” matcha personas, fellas…, the founder of an Erewhon-adjacent grocery store in Tribeca is letting his “fans” stock the shelves, and betting markets like Kalshi and Polymarket are letting you bet on the end of the world. Hosted on Acast. See acast.com/privacy for more information.

Dolph Lundgren pulls up and the boys go deep—Viagra talk, Warhol stories, and that time he almost starred in Gladiator. They kick things off with a Sandler sighting at the club, debate the confidence of gay men, and take some wild swings at modern fashion. Dolph opens up about his return to the big screen, Nordic tours, and directing behind the camera. Plus, they relive ‘90s Simpsons gems, sip classic cocktails, and pitch cold plunge setups that'll piss off your landlord. Sponsored by:

AI Filmmaker PJ Accetturo, breaks down his recent AI commercial for Kalshi, which only cost a total of $2,000.Accetturo explains how AI video generation tools can cut production costs by 95%, opening new opportunities for the entertainment and advertising industries. Accetturo also talks about the potential rise of independent content studios as the cost barriers for film and TV begin to fall. The content of the video is for general and informational purposes only. All views presented in this show reflect the opinions of the guest and the host. You should not take a mention of any asset, be it cryptocurrency or a publicly traded security as a recommendation to buy, sell or hold that cryptocurrency or security. Guests and hosts are not affiliated with or endorsed by Public Holdings or its subsidiaries. You should make your own financial and investment decisions or consult respective professionals. Full disclosures are in the channel description. Learn more at Public.com/disclosures.Past performance is not a guarantee of future results. There is a possibility of loss with any investment. Historical or hypothetical performance results, if mentioned, are presented for illustrative purposes only. Do not infer or assume that any securities, sectors or markets described in the videos were or will be profitable. Any statements of future expectations and other forward-looking statements are strictly based on the current views, opinion, or assumptions of the person presenting them, and should not be taken as an indicator of performance nor should be relied upon as an investment advice.

We're just a couple weeks away from Tesla's Q2 delivery report. Prediction market Kalshi is estimating deliveries of 358,000 for the quarter (would represent a 19% decline from 444,000 in Q2 last year). But the truth is ... no one seems to care about Tesla's deliveries. All eyes are on the Robotaxi launch coming late in June (tentatively). The new metric to focus on will be Robotaxi Rides not Cars Delivered. We are entering a new era for Tesla!

Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, and George Goncalves, Head of U.S. Macro Strategy at MUFG, join Julia La Roche in-studio on FOMC day, where they break down the Fed's decision to leave rates unchanged, the state of the economy, and the interest rate outlook.Sponsors: Monetary Metals: https://monetary-metals.com/julia⁠ Kalshi: ⁠https://kalshi.com/julia Links: https://www.mufgresearch.com/ George's Twitter/X: https://x.com/bondstrategist QI Research: https://quillintelligence.com/subscriptions/ Danielle's Twitter/X: https://twitter.com/dimartinobooth Substack: https://dimartinobooth.substack.com/ YouTube: https://www.youtube.com/@UCYPBim2ARV9Yrqci0ljokFA Fed Up: https://www.amazon.com/Fed-Up-Insiders-Federal-Reserve/dp/073521165500:00 - Danielle: Fed "willfully blind" to economic reality 02:52 - Record 5.3% of Americans working multiple jobs 05:00 - Real unemployment is 4.5-4.6%, not reported 4.2% 08:07 - Debate: Is the Fed being political? 10:00 - George: "More than one economy" - rates hurting different groups 16:28 - Net worth declined via both stocks and real estate in Q1 21:57 - Interest expense is fastest growing budget item 26:06 - Next Fed Chair prediction: Waller, Warsh, Bessent front-runners 32:12 - Corporate bankruptcies highest since 2010 38:49 - Danielle: US entered recession Q1 2024, back in one now 40:26 - Top 10% of earners drive 49.7% of consumption 43:52 - What keeps them up at night: False sense of security

Rick Rule, president and CEO of Rule Investment Media and co-founder of Battle Bank, joins the Julia La Roche Show for episode 266 for his quarterly appearance. In this episode, Rule predicts the US dollar will lose 75% of its purchasing power over the next decade, similar to the 1970s crisis. He explains that $130 trillion in total government liabilities against $141 trillion in private wealth creates unsolvable math that can only be resolved through inflation. Rule calls Trump's presidency a failure, dismissing DOGE as fiction and tariffs as harmful taxes. He believes the US is already in recession based on oil prices and recommends gold (potentially $10,000+), uranium, and copper investments. Drawing parallels to 1968-1980, Rule expects 10-12 years of economic difficulty but says America's culture will survive. His main message: individuals must prepare financially because government support systems are unsustainable.Sponsors: Monetary Metals. ⁠https://monetary-metals.com/julia⁠ Kalshi: ⁠https://kalshi.com/juliaSymposium: https://registration.allintheloop.net/register/event/rick-rule-symposium-2025-ccha?via=juliaTimestamps:0:00 Welcome and intro00:41 - Rule Natural Resources Symposium (July 7-11, Boca Raton)04:32 - Trump presidency assessment: DOGE failure, tariffs are taxes07:47 - 10-12 years of reckoning ahead, comparing to 1970s crisis09:34 - Prediction: US dollar will decline 75% over next decade11:46 - $130 trillion total debt vs $141 trillion private net worth18:44 - CPI vs real inflation - why the math doesn't work22:55 - Why DOGE was fiction from the start28:51 - Gold moving on purchasing power fears, could hit $10,000+38:43 - Copper supply shortages despite near-term economic weakness40:47 - "I believe we're in a recession" - oil prices signal soft demand44:31 - Fed rate cuts would signal abandoning dollar defense47:12 - Silver phases: gold leads, then generalist investors drive silver explosive moves50:23 - Uranium as "total no brainer" - billion people need electricity54:13 - Next decade different from benign 1982-2022 period55:00 - Personal responsibility: invest in yourself, society won't help

​​​​o3 Pro is here. Sam Altman thinks the singularity might be too. This week, Paul and Mike dive into OpenAI's o3 Pro reasoning model and what makes it fundamentally different. They explore Sam Altman's bold claim that the singularity has begun, Meta's superintelligence ambitions, and Disney's high-stakes lawsuit against Midjourney. They also break down search traffic freefalls, mechanized job automation, and whether GPTs or projects are better for scaling AI workflows, among other topics, in our rapid-fire section. Listen or watch below—and see below for show notes and the transcript. Show Notes: Access the show notes and show links here Timestamps:  00:00:00 — Intro 00:04:54 — o3 Pro 00:18:33 — Disney Sues Midjourney 00:28:53 — The Singularity Is Nearer 00:50:14 — AI and Jobs: Saying the Quiet Part Out Loud 00:56:27 — OpenAI and Google Deal 00:58:46 — AI and Google Search 01:02:38 — Ohio State's New AI Fluency Initiative 01:06:08 — xAI Data Center Environmental Scandal 01:10:58 — Kalshi's AI-Generated NBA Finals Ad 01:15:18 — What Happens When AI Goes Down? 01:19:19 — Meta Crackdown on “Nudify” Apps 01:21:59 — Updates to GPTs, Using Projects vs. GPTs This week's episode is brought to you by MAICON, our 6th annual Marketing AI Conference, happening in Cleveland, Oct. 14-16. The code POD100 saves $100 on all pass types. For more information on MAICON and to register for this year's conference, visit www.MAICON.ai. This episode is also brought to you by our upcoming AI Literacy webinars. As part of the AI Literacy Project, we're offering free resources and learning experiences to help you stay ahead. We've got two live sessions coming up in June—check them out here. Visit our website Receive our weekly newsletter Join our community: Slack LinkedIn Twitter Instagram Facebook Looking for content and resources? Register for a free webinar Come to our next Marketing AI Conference Enroll in our AI Academy 

Joel McHale joins Mark and Sam to throw back some drinks and dive into a wild one—swapping stories about Rodney Dangerfield and Paul Reubens, breaking down cancel culture and Demolition Man predictions, and reminiscing on stage life, reality TV chaos, and hair transplant regrets. Plus, Joel dishes behind-the-scenes moments with Seth MacFarlane, Mark Wahlberg, and the highs and lows of being a Hollywood extrovert. Sponsored by:

Shoot us a Text.Episode #1069: Trump eyes higher auto tariffs and axes California's EV rules, Google quietly gains ground with Gen Z shoppers, and an AI-generated NBA Finals ad shows how fast, cheap, and creative the future of advertising can be.Show Notes with links:In a high-energy speech, President Trump proposed raising auto tariffs and celebrated a legislative rollback of California's EV mandates — a double-down on his strategy to protect domestic auto manufacturing and consumer choice.Trump suggested raising auto tariffs above the current 25% level to encourage automakers to produce more vehicles domestically.He pointed to GM's $4 billion investment in U.S. plants as a positive result of existing tariff policies.The President signed legislation last week that rolls back California's zero-emissions vehicle mandate, which would have banned new gas car sales by 2035.Dealer and manufacturer groups applauded the repeal, arguing it protects affordability and nationwide regulatory consistency.“Customers don't want the government telling them what kind of car to buy,” said John Bozzella, CEO of the Alliance for Automotive Innovation.Eleven states, led by California, have filed a legal challenge against the repeal, calling it an overreach that undermines state-level emissions standards.Google is making gains with Gen Z shoppers, chipping away at Amazon's dominance in product search. New data shows young consumers are increasingly turning to Google — not just for browsing, but even when they know exactly what they want to buy.Morgan Stanley data shows a rise in 16–24-year-olds using Google for product research, both general and specificAs of March, 30% of Gen Z shoppers who knew what they wanted still started on Google — up from 21% last fall.Meanwhile, Amazon's share dropped from 41% to 34% over the same period.Analysts suggest Google's generative AI tools, like AI Overviews and Google Lens, may be fueling the shift.“The volume of commercial queries on Google Search has increased with the launch of AI Overviews,” said Google's Chief Business Officer Philipp Schindler.An AI-generated ad made in just two days aired during the NBA Finals, showing how creators can now move faster and cheaper than ever before. Using Google's Veo 3 and a lean workflow, one filmmaker delivered a national commercial at a fraction of traditional production costs.AI filmmaker PJ Accetturo produced a 30-second TV spot for betting platform Kalshi in just two days using Veo 3 and Gemini.His process involved AI-assisted scripting, iterative prompt generation, and rapid video output, yielding 15 usable clips from 300–400 generations.The entire production cost came in at roughly $2,000 — a 95% reduction from traditional ad budgets.Editing was done with tools like CapCut and Premiere, allowing fJoin Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Professor Steve H. Hanke, professor of applied economics at Johns Hopkins University and the founder and co-director of the Institute for Applied Economics, Global Health, and the Study of Business Enterprise, joins Julia La Roche on episode 265 to discuss the economy and his new book "Making Money Work: How to Rewrite the Rules of Our Financial System." Sponsors: Monetary Metals. https://monetary-metals.com/julia Kalshi: https://kalshi.com/juliaIn this episode, Hanke warns of an 80% recession probability by year-end, driven by regime uncertainty from Trump's policy changes and money supply contraction since April 2022. He critiques the Federal Reserve's narrow focus on interest rates while ignoring quantitative tightening and argues for putting money supply and commercial banks back at the center of monetary policy. Hanke explains how Fed policies create wealth inequality by inflating asset prices that benefit the rich, advocating for "neutrality" as the goal of monetary policy. He dismisses Trump's "big beautiful bill" as fiscally irresponsible and calls for a constitutional convention to implement a Swiss-style debt brake. The conversation covers his new book's thesis that monetary policy should focus on money supply growth rather than interest rates, with commercial banks producing 80% of the money supply through lending.Links: Twitter/X: https://x.com/steve_hankeMaking Money Work book: https://www.amazon.com/Making-Money-Work-Rewrite-Financial/dp/139425726000:00 - Introduction of Professor Steve Hanke 01:28 - Regime uncertainty concept and Trump's policy changes 03:52 - Tariffs as taxes on international transactions 06:20 - 80% recession probability by end of year 08:31 - Money supply contraction since April 2022 10:51 - Bubble indicator and market complacency discussion 12:52 - Family call interruption from Dominican Republic 13:24 - Market in bubble territory explanation 16:11 - Federal Reserve critique and FOMC meeting outlook 18:27 - Quantitative tightening vs interest rate focus 19:04 - Three pillars of the book's thesis 25:46 - Neutrality as monetary policy objective 29:30 - How Fed policy creates wealth inequality 32:15 - Catalyst for writing the book 37:09 - "Big beautiful bill" critique and fiscal concerns 42:34 - Swiss debt brake constitutional solution 46:25 - Key prices to watch: gold, 10-year yields, dollar-euro, stocks

AI has gone primetime, with a completely AI-generated ad from the prediction platform Kalshi airing last night during the NBA finals. The company says it was created from idea to live in less than 72 hours and cost them less than $2,000 to make. It shows just how fast AI is moving up the value chain and raises new questions around public trust and AI media consumption. 

Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog and author of "Inflated: Money, Debt and the American Dream," returns to the show with a monthly update on markets and the economy.Sponsors: Monetary Metals. https://monetary-metals.com/julia Kalshi: https://kalshi.com/juliaIn this episode, Whalen argues the Fed's easy money era is over, with no rate cuts coming this year and traditional monetary policy failing to help Main Street. He warns of a "silent subprime crisis" brewing in multifamily real estate and sees stagflation ahead - low growth with persistent inflation eating away at real purchasing power. Whalen advocates for gold as protection against currency debasement and explains why recession odds have dropped to 27% despite structural economic challenges from commercial real estate to student loan repayments as pandemic-era programs wind down.Links:    Twitter/X: https://twitter.com/rcwhalen    Website: https://www.rcwhalen.com/    The Institutional Risk Analyst: https://www.theinstitutionalriskanalyst.com/   Inflated book (2nd edition): https://www.barnesandnoble.com/w/inflated-r-christopher-whalen/1146303673Timestamps:00:10 - Introduction of Chris Whalen 02:11 - Big picture market outlook and elevated interest rates 04:30 - No rate cuts coming this year discussion 05:38 - Trump's "big beautiful bill" and Senate dynamics 06:17 - Fed balance sheet reduction and inflation persistence 08:02 - Silent subprime crisis in multifamily real estate 09:13 - Mixed bag stock market outlook explanation 10:42 - Recession probability13:20 - Real estate opportunities and putting deals together 14:04 - Jay Gould and Jim Fisk arbitrage between gold and paper 16:57 - Fed's 2% inflation policy and its impact on savers 18:20 - Gold as anti-dollar hedge discussion 19:38 - Fall of fiat and return to sound money debate 21:00 - Why dropping rates no longer stimulates Main Street 22:13 - Chris's proposal to freeze government spending 24:11 - Banking system fluff and lack of credit demand 25:46 - Real vs nominal growth and stagflation 27:43 - Fannie Mae and Freddie Mac conservatorship discussion 30:00 - Closing thoughts and where to find Chris's work

Ep. 168 features Davis Catlin from Discerning Capital, which invests at the intersection of betting, sports, media, and technology. This episode was recorded on-site at SBC Summit North America 2025 in Fort Lauderdale.   Hear him discuss: Why starting Discerning Capital gave him new empathy for founders Building a deal-by-deal investor network in a regulated industry The playbook behind their first investment in Australian operator Picklebet Why Midnite is a “challenger brand” winning with faster paybacks How SlotCycle is unlocking a hidden market for used slot machines The opportunity in underinvested profit pools in Australia and the UK His high-level thesis on the total addressable market nearing $100B How the capital flow into sweepstakes models may be slowing Prediction markets like Kalshi and the regulatory gray zone they face What a Bet365 acquisition could look like—and why DraftKings might care Why Discerning Capital is launching a new program for user acquisition/growth  financing How it works: non-dilutive revolving credit tied to ad performance Why it's a win-win model for operators with strong unit economics   Catch the video version of this episode here.   Learn more

David Chee (@Hs_SirSalty) is the head organizer of Manifest. Before joining Manifold, he was a professional gamer, earning a number 1 ranking in the world at Hearthstone. David and Pratik (@pjchougule) discuss lessons from the gaming community on how to grow prediction markets. They also promote Manifest 2025. Timestamps 1:26: Number of Hearthstone players 2:50: Manifest 2025 3:24: Intro ends 5:24: Interview with Chee begins 5:43: Chee's titles 6:06: Chee's background 7:26: Twitch 8:45: Gaming 14:32: Gaming and gambling 17:31: Chee's introduction to forecasting 20:53: How Chee built a Twitch following 22:46: Size of gaming community 27:28: Growth potential of prediction markets 37:39: Motivation in gaming vs. prediction markets 47:08: Manifest 2025 53:03: Lighthaven 53:39: Talks at Manifest 56:33: Early adopters in forecasting scene 57:58: Chee's hard sell on Manifest 59:52: Berkeley 1:01:34: Where to find Chee Follow Star Spangled Gamblers on Twitter/X @ssgamblers Register for Manifest 2025 at Manifest.is Manifest 2025 is sponsored by Polymarket, the world's largest prediction market.

Lawrence Lepard, author of "The Big Print," warns that America is witnessing the endgame of a decades-long monetary experiment that has created massive wealth inequality and put the country on an inevitable path toward high inflation. Sponsors: Monetary Metals. https://monetary-metals.com/julia Kalshi: https://kalshi.com/julia Links: X: https://x.com/LawrenceLepardWebsite: https://ema2.com/The Big Print book: https://www.amazon.com/Big-Print-Happened-America-Sound/dp/B0DVTCWYNN0:00 Welcome Lawrence Lepard0:56 Macro framework & shifting from deflation to inflation3:33 Fed's two options: debt collapse or massive money printing7:01 Why Lawrence wrote the book & the dire situation11:14 Confronting Tim Geithner at Harvard Business School13:40 The Fed as a banking cartel setting interest rates16:39 How we got here: incremental monetary decay19:39 The everything bubble in currency25:16 The debt doom loop explained27:32 Bond market warning signals29:47 Defining sound money vs fiat currency33:40 Constitutional money & the fall of fiat37:15 The Fourth Turning & monetary reset coming40:32 Young people getting screwed by the system42:50 Investment allocation to sound money assets44:54 Presidential fixes: competing currencies & eliminating the Fed47:42 Who opposes sound money reform (Cantillionaires)50:37 Bitcoin going to millions & why it's not too late53:44 The positive future with sound money

George Noble, CIO of Noble Capital Advisors, argues we're in a regime shift where US exceptionalism is ending. He sees global rotation away from dollar assets as foreign capital heads home. He expects bond yields to rise significantly until markets force politicians' hands, recommending investors get out of paper money and into scarce assets like gold. Noble is bearish on US equities, especially consumer stocks and the Mag-7, favoring foreign markets and gold as protection against fiscal irresponsibility.Sponsors: Monetary Metals. https://monetary-metals.com/julia Kalshi: https://kalshi.com/julia Links: George Noble's Independent Research Conference: https://noble-capevents.com/X: https://x.com/gnoble79Timestamps: 0:00 Welcome and intro to George Noble 1:05 Big picture macro view - regime shift and end of US exceptionalism3:56 Dollar decline and foreign capital rotation 6:29 Which regions benefit from global rotation 9:48 Fiscal mess - default vs. devalue the debt 12:49 How markets will force politicians' hand 15:40 Fed rate cut expectations and recession probability 19:57 Doge criticism - why spending cuts were never realistic 23:33 Party continues until "Mr. Bond shows up" 24:33 Get out of paper money - gold and scarce assets 25:24 Bitcoin discussion and getting "orange pilled" 29:12 Japanese yen looks cheap, avoid US consumer stocks 31:08 Passive investing problems and stock picker's market 33:28 Gold has room to run - contrarian view 38:08 Lessons from closing ETF 42:39 Parting thoughts and upcoming investment conference

Mel Mattison, a fintech executive with 25+ years in financial services, argues the U.S. is entering fiscal dominance where massive deficits will fuel asset bubbles rather than economic collapse. He correctly predicted the S&P's drop to 5,000 in early 2025 and expects it to reach 7,000 by year-end, driven by Trump administration policies that prioritize growth over spending cuts. Mattison believes the 10-year Treasury rate is irrelevant since 85% of government debt is issued in short-term bills tied to Fed funds, allowing borrowing costs to fall even as deficits rise. With 2025 targets of Bitcoin at $150K and gold at $3,500, plus S&P at 12,000 within years, he sees this as the beginning of the biggest asset bubble since the 1990s dot-com era.Sponsors: Monetary Metals. https://monetary-metals.com/julia Kalshi: https://kalshi.com/julia Links:X: https://x.com/MelMattison1The 10 Year Ain't What It Used to Be: https://x.com/MelMattison1/status/1922710289486627300Website: https://www.melmattison.com/Book: https://www.amazon.com/Quoz-Financial-Thriller-Mel-Mattison/dp/B0CV89VLMYTimestamps: 0:00 Welcome and intro of Mel Mattison0:58 Background and macro framework3:15 Fiscal dominance and deficit spending reality5:37 Salsa and sour cream market theory9:11 Why markets will hit 7,000 by year end10:52 Calling the market bottom at 5,11512:22 Why rate fears are overblown16:10 Monthly treasury statement insights17:05 Budget surpluses signal collapse, deficits signal bubbles18:06 Riding the asset bubble strategy20:41 Government borrowing costs going down despite rising debt23:27 Policy makers have more rabbits to pull out24:04 USD printing machine philosophy26:57 S&P 12,000 target within few years28:32 Biggest asset bubble of our lifetime30:40 Bitcoin $150K and gold $3,500 predictions35:30 Federal Reserve rate cut forecasts38:52 Unlocking home equity through HELOCs42:06 Massive stimulus through front-end manipulation42:21 Trump's oil and energy strategy46:38 Fed funds as baby boomer stimulus53:13 Parting thoughts and where to follow

Today's blockchain and crypto news Semler Scientific tops 4,000 BTC with fresh buy World Liberty denies claims Binance's CZ was Trump project ‘fixer' Kalshi now accepts Solana Ledn will drop ETH support in favor of BTC-only model. Learn more about your ad choices. Visit megaphone.fm/adchoices

Macro trends blogger and economist David Woo @DavidWooUnbound, CEO of David Woo Unbound, a global forum devoted to the promotion of fact-based debates about markets, politics, and economics, joins Julia La Roche on episode 260 to discuss tariffs, markets, and geopolitics. Sponsors: Monetary Metals. https://monetary-metals.com/julia Kalshi: https://kalshi.com/julia Woo, the former head of Global Interest Rates, Foreign Exchange, Emerging Markets Fixed Income Strategy & Economics Research at Bank of America, is known for some of his bold and contrarian calls, including Trump winning the presidential race in 2016 (https://www.cnbc.com/2016/12/08/bofaml-analyst-got-ovation-from-co-workers-the-morning-after-election.html), and that the 2020 US presidential election would be much closer than expected and the results contested (https://www.afr.com/policy/economy/the-dangerous-groupthink-stalking-wall-street-20210909-p58q48).Links:  Youtube: https://www.youtube.com/@DavidWooUnbound Website: https://www.davidwoounbound.com/ Twitter/X: https://twitter.com/DavidwoounboundTimestamps: 0:00 Welcome and intro of David Woo 1:09 Macro picture and Trump's market influence 1:45 China tariff capitulation analysis 5:36 Trump as tactical trader 6:26 Understanding Trump's constraints 11:16 Investment strategy for trade war 17:32 How to win a trade war 23:03 Defensive positioning advice 24:30 Ukraine-Russia war failure 32:05 Geopolitical risk ranking 39:07 Do sanctions work? 43:55 Prediction markets on trade deals 48:53 Conservative movement struggles globally 49:28 Trump 2.0 performance critique 52:26 Elon Musk and DOGE disappointment 56:05 Closing thoughts

This week on Bet the Process, Noah Sternig joins to discuss operations at Kalshi, the platform that enables peer-to-peer trading on various events including elections, sports, and commodity prices. Topics include Kalshi's approach to democratizing trading through its API and market-making systems, fee structure, business volume, and potential market impacts.

Thank you to Polygon for supporting this show.

Tommy Thornton, founder and president of Hedge Fund Telemetry, returns to The Julia La Roche Show to discuss the volatile market conditions of 2025 . He examines bond market risks, highlighting concerns about rising treasury yields and potential systemic impacts if rates break key levels. Thornton analyzes tariffs, the Fed, tax cuts, the national debt, and the probability of a recession. Sponsors: Monetary Metals. https://monetary-metals.com/julia Kalshi: https://kalshi.com/julia Links: https://www.hedgefundtelemetry.com/https://www.x.com/tommythornton Timestamps: 0:00 - Introduction and welcome1:44 - Market volatility conditions in 20253:51 - Comparing Trump 1.0 vs 2.0 economic challenges6:16 - Bond market risks and treasury yields8:40 - Tariffs impact on retailers and consumers10:46 - Federal Reserve's stance and labor market focus14:54 - Potential spillover effects from bond to equity markets18:22 - Technical analysis deep dive with charts24:53 - Overbought market conditions indicators27:40 - Wave analysis and market pattern predictions35:26 - Gold market analysis and trading approach43:34 - Recession outlook and economic projections46:31 - Stagflation risks and Fed response49:07 - Tax cut challenges in current deficit environment54:55 - Closing thoughts and investment advice

Elon Musk was interviewed Tuesday by Bloomberg’s Mishal Husain at the Qatar Economic Forum in Doha. The wide-ranging conversation spanned the multibillionaire’s work on behalf of President Donald Trump and at his “Department of Government Efficiency,” protests against Tesla and a careful assertion that he might wind down his political contributions. The chat turned tense at times, with Musk becoming visibly upset while discussing demonstrators who vandalized Tesla showrooms and how “DOGE” has vastly undershot its promised savings. In this week’s Elon, Inc., David Papadopoulos and Max Chafkin dissect some notable moments from the interview. Also on the show, Max goes through the wild week of xAI’s chatbot Grok. First off, the artificial companion spent an entire day talking about “White genocide” in clearly irrelevant responses to unrelated queries. The company then managed to strike a deal with prediction betting site Kalshi and finally ended up in the cloud of arch-nemesis Microsoft. Max has a lot of explaining to do.See omnystudio.com/listener for privacy information.

Peter Schiff critiques Trump's market manipulations, discusses gold and Bitcoin's movements, and highlights economic weaknesses, suggesting gold mining stocks as a superior investment strategy.This episode is sponsored by Kalshi. Get $10 when you sign up and makes a $100 trade by 4/28/25 at https://kalshi.com/goldNew song by Laughing Cats: https://open.spotify.com/album/5u5RJ6to4r0onnugvZt3mZ?si=jQO0r0jDQx2yPc2D73Of3APeter Schiff discusses the market's recent rally as a bear market rally and critiques former President Donald Trump's offhand comments about Jerome Powell's rate policies. Schiff argues that Trump's administration manipulated markets with strategic statements, but didn't address the fundamental economic issues, like the hollowing out of America's manufacturing base. Schiff also discusses gold's surge to a near all-time high, contrasting it with Bitcoin's performance. He criticizes the U.S. focus on becoming a crypto superpower at the expense of industrialization. Schiff concludes with commentary on rejected mortgage refinancing applications and existing home sales reflecting economic weakness, promoting gold and gold mining stocks as the best investment strategy.

This past presidential election was the first where Americans could legally bet on the outcome. That event proved prediction markets to be a source of truth. This episode offers two looks at prediction markets. In the first half of the show, Kalshi CEO Tarek Mansour joins Ricky Mulvey to discuss: - What he learned about Kalshi from this past election. - The difference between an events contract and gambling. - How prediction markets could disrupt sports betting. Then, New York Magazine Features writer, Jen Wieczner, joins Mary Long to discuss her reporting on the billion-dollar betting platform Polymarket, and its legal challenges in the United States. Read Wieczner's piece on Polymarket here: https://nymag.com/intelligencer/article/is-polymarket-legal-politics-betting-shayne-coplan.html Company discussed: HOOD Hosts: Mary Long, Ricky Mulvey Guests: Tarek Mansour, Jen Wieczner Engineers: Rick Engdahl, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Yanni covers Shannon Sharpe's consensual and rocky allegations, Maryland Man, and how it's much easier to campaign than govern. Are Republicans turning on Trump? Support our sponsors: Kalshi's giving away $10 to anyone who signs up using my link and makes a $100 trade. Just go to https://kalshi.com/YANNIS — and get in before the event closes. Support our show: https://www.patreon.com/yannispappashour Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode Nick talks about Dead Dyes, YMCA Bathrooms, Dementia and more! Support the show & check out Kalshi. Get $10 when you make a $100 trade at https://www.kalshi.com/DIPAOLO To watch FULL EPISODES and get ALL RUMBLE PREMIUM content AD FREE, join by clicking the link below, then the red RUMBLE PREMIUM button.  https://rumble.com/c/TheNickDiPaoloShow/exclusive MERCH - Grab some snazzy t-shirts, hats, hoodies,mugs, stickers etc. from our store! https://shop.nickdip.com/ TOUR DATES AND MORE - https://nickdip.com 4/25/2025 - Cohoes Music Hall, Cohoes, NY 5/15-16/2025 - Zanies, Rosemont, IL FOLLOW ME ON SOCIALS -   https://nickdipaolo.komi.io/