Podcast appearances and mentions of Kevin Hassett

American economist

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Kevin Hassett

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Best podcasts about Kevin Hassett

Latest podcast episodes about Kevin Hassett

Associates on Fire: A Financial Podcast for the Associate Dentist

In this episode of the Dental Boardroom Podcast, host Wes Read, CPA and financial advisor at Practice CFO, is joined by Brandon Hobson and Paul for their quarterly deep dive into the stock market, global economy, and what dentists and practice owners should prepare for as 2026 approaches.The episode covers:The Federal Reserve's rate movements and expected leadership changeWhether the current AI wave is a bubble or a true productivity revolutionThe future relevance of the traditional 60/40 investment strategyHow economic shifts impact dentists' borrowing, practice finances, and patient spendingPractice CFO's investment outlook and positioning for 2026A must-listen for dental entrepreneurs and investors navigating today's unpredictable financial landscape.Key Topics & Takeaways1. Federal Reserve Update & Interest RatesCurrent Fed Funds Rate: 3.75%–4%, with another 0.25% cut expected soon.Kevin Hassett is the likely replacement for Jerome Powell in 2026 potentially a more politically influenced choice.Concerns about Fed independence rising due to political pressure.Rate cuts stimulate borrowing but risk inflation if overdone.Importance for dentists:Affects practice loans, buildouts, refinancing, and equipment financing.Impacts patient discretionary spending, especially in cosmetic dentistry.2. Stagflation Risk?Inflation appears stable around the mid-2% range.Unemployment creeping toward 4%.Risk emerges if inflation rises while unemployment increases = “stagflation.”Not yet alarming, but the rate of change is what matters.3. GDP & Economic StrengthU.S. GDP last reading (Q2): 3.8%, stronger than expected.Global GDP remains surprisingly strong despite trade tensions.Q3 & Q4 readings delayed due to government shutdown but expected to stay positive.4. AI: Bubble or Breakthrough?Big tech's AI infrastructure spend expected to hit $3 trillion by 2028.53% of investors believe we are in an AI bubble.OpenAI & NVIDIA valuations are 30–40× revenue, compared to Walmart at 1.3×.MIT study: 95% of companies currently see no ROI from AI.Major concerns:Revenue lag vs. massive AI investmentCircular funding structures (promising investments without cash to fulfill them)Big tech taking on debt to fund AI (Meta's off-balance-sheet financing)Parallel drawn to the dot-com era huge innovation + huge speculative hype.5. What About the Magnificent Seven?High valuations and interconnected dependence create contagion risk.NVIDIA's unusually high profit margins may attract new competition.Some tech (like Google, Meta) still offers strong fundamentals & cash flow.But investors should avoid blindly overweighting tech indexes.6. Is the Classic 60/40 Portfolio Back?After years of underperformance, value stocks and quality companies are regaining momentum.PracticeCFO's positioning:Lower tech exposure (15–18% vs. S&P 35–40%)Higher weight in value, quality, and cash-flow-focused companies20–40% international stocks for diversificationAI benefits will extend to all sectors consumer staples may monetize AI faster and cheaper than...

Squawk Pod
NEC Director Kevin Hassett & Changes at Berkshire Hathaway 12/8/25

Squawk Pod

Play Episode Listen Later Dec 8, 2025 45:13


Sitting National Economic Council Director Kevin Hassett is shortlisted to be the next chair of the Federal Reserve. Director Hassett weighs in on monetary policy–despite not being in the role quite yet. As the media world digests Netflix's winning bid for Warner Brothers Discovery's film and streaming assets. Former MTV president Michael Wolf explains Netflix's position in the industry and the battle for eyeballs. Plus, Elon Musk is firing back at the European Union after the bloc fined X $140m, and changes are afoot at Berkshire Hathaway just as Warren Buffett readies to hand the CEO reins to his successor Greg Abel.  Kevin Hassett - 20:47Michael Wolf - 39:27 In this episode:Becky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinKatie 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.

Room to Run
The Fed's End: Small Caps, USD, and Kevin Hassett

Room to Run

Play Episode Listen Later Dec 7, 2025 13:41


In this episode, Robert breaks down the coming shift in U.S. monetary policy and why markets may be underestimating how dramatic the next Fed era could become. He explores the implications of Kevin Hassett emerging as the likely successor to Jerome Powell, what an easier-for-longer playbook would mean for interest rates, liquidity, the dollar, and risk assets, and why small caps could become the next major beneficiaries of this environment. Robert also highlights how he is positioning into this potential regime change and answers a listener question on navigating speculative small caps while managing risk.

The Julia La Roche Show
#314 Chris Whalen: The Case For Kevin Hassett For Fed Chair, No Crisis On Horizon & Why Rate Cuts Are Coming

The Julia La Roche Show

Play Episode Listen Later Dec 6, 2025 33:52


Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, joins The Julia La Roche Show for "The Wrap with Chris Whalen." Whalen breaks down what's ahead for the Federal Reserve and financial markets as we head into 2026. He discusses Kevin Hassett as the likely next Fed Chair, explaining why Fed independence is more myth than reality and how political pressures will influence rate decisions ahead of the midterm elections. Whalen analyzes the upcoming FOMC meeting, commercial real estate risks, and why he's not concerned about an imminent market crisis despite ongoing concerns about the Treasury market and credit conditions. He also tackles why the Fed's 2% inflation target may be outdated and explains the K-shaped economy that has consumers and investors feeling divided about the recovery. Links:    The Institutional Risk Analyst: https://www.theinstitutionalriskanalyst.com/  https://www.theinstitutionalriskanalyst.com/post/theira785Inflated book (2nd edition): https://www.barnesandnoble.com/w/inflated-r-christopher-whalen/1146303673Twitter/X: https://twitter.com/rcwhalen    Website: https://www.rcwhalen.com/   Timestamps:00:00 Intro and welcome Chris Whalen01:07 Kevin Hassett as next Fed Chair pick?03:10 Fed independence and political dynamics05:00 Midterm elections and rate cut pressure09:28 FOMC meeting preview, Fed worried about being "late to the party"11:27 Importance of mortgage rates over fed funds15:18 State of the economy, no crisis coming 16:56 Bitcoin and crypto market discussion19:33 Commercial real estate reality check23:29 Private credit myths and reality25:00 Viewer question: Bank preferred stocks 26:50 Viewer question: Why the 2% inflation target?28:14 Inflation vs deflation in asset markets30:00 Biggest risks entering 202630:27 Surprise events and systemic risk31:21 K-shaped economy and recovery paths33:00 Wrap up and where to find Chris Whalen

Financial Revelations
Christmas Edition: Market Wins, Giveaways & 2026 Outlook

Financial Revelations

Play Episode Listen Later Dec 5, 2025 21:18


Financial Revelations with David Szafranski – Christmas Edition Welcome to the Christmas edition of Financial Revelations with David Szafranski! We're wrapping up the year with mission updates, a market recap, giveaways, and David's outlook for the months ahead.

Canary Cry News Talk
Active Intel Assets, MIND CONTROL for KIDS, Artificial Ethics, Project Suncatcher | CCNT 897

Canary Cry News Talk

Play Episode Listen Later Dec 4, 2025 155:09


MIND CONTROL FOR CHILDREN - 12.03.2025 - #897 BestPodcastintheMetaverse.com Canary Cry News Talk #897 - 12.03.2025 - Recorded Live to 1s and 0s Deconstructing World Events from a Biblical Worldview Declaring Jesus as Lord amidst the Fifth Generation War! CageRattlerCoffee.com SD/TC email Ike for discount https://CanaryCry.Support   Send address and shirt size updates to canarycrysupplydrop@gmail.com   Join the Canary Cry Roundtable This Episode was Produced By:   Executive Producers LX Protocol BARON of the Berrean Protocol*** Carrie G*** Robert S***   Producers of TREASURE (CanaryCry.Support) Cage Rattler Coffee, Mrs. Tinfoilhatman, Veronica D, Sir Scott Knight of Truth, Sir Casey the Shield Knight   Producers of TIME Timestampers: Jade Bouncerson, Morgan E Clankoniphius Links: JAM   FALSE FLAG Afghan national Guard Sh**ter was a CIA asset (USA Today)   TRUMP/MONEY Post: Brian Armstrong (Coinbase) and Larry Fink (Blackrock) photo op (X) Clip: "Potential next Fed chair" Kevin Hassett, former Coinbase advisor (X)  Trump, Americans may soon pay 'no income tax' as WH explores alt rev streams (Fox Business) $6B Dell investment in 'Trump accounts' to provide 25 mil kids with free money (CNBC) Qualifying Govs or Charities can invest potentially infinitely (WH) VR Narrative-driven VR game to support type 1 diabetes self-management in children (Nature) Gaza children find comfort, tackle war trauma in virtual reality (Daily Sabah)   AI Clip: Joe Rogan speculated how Second Coming of Christ might be AI (X) Clip 1: Ex-Google Design Ethicist, Tristan Harris on what AI tech CEOs are motivated by (X) Clip 2: Ex-Google Design Ethicist, quote from friend after grilling CEOs (X)   Scripture: Revelation 9:6, Job 3:20-22   SPACE: Project Suncatcher, a space-based, scalable AI infrastructure system design (Google)   V4V Leak confirms OpenAI is preparing ads on ChatGPT for public roll out (Bleeping Computer) OpenAI hits pause on ChatGPT ads as CEO declares a 'code red' (Search Engine Land)   EXECUTIVE PRODUCERS TALENT/TIME END

The Dividend Cafe
Thursday - December 4, 2025

The Dividend Cafe

Play Episode Listen Later Dec 4, 2025 7:41


Market Update and Fed Policy Developments - December 2023 In this episode of Dividend Cafe, Brian Szytel from West Palm Beach provides an update on the market movements and insights into current Federal Reserve policies. The S&P, NASDAQ, and Dow all experienced a relatively flat day with minor fluctuations. Szytel discusses the Federal Reserve's balance sheet reduction from $9 trillion to $6.5 trillion through quantitative tightening and anticipates a possible shift towards quantitative easing due to emerging liquidity stresses. The episode also covers the likelihood of Kevin Hassett being announced as the next Fed Chair, details on labor market metrics, and the recent modest increase in interest rates. With the upcoming December FOMC meeting, further rate cuts are expected. 00:00 Introduction and Market Overview 00:41 Federal Reserve Policies and Speculations 01:16 Quantitative Tightening and Balance Sheet Insights 02:16 Liquidity and Future Projections 04:36 Economic Indicators and Labor Market 05:36 Year-End Market Performance and Conclusion Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

FT News Briefing
Wall Street frets over Hassett as potential Fed chair

FT News Briefing

Play Episode Listen Later Dec 4, 2025 10:30


Bond-market investors worry that the leading candidate for Fed chair is too close to US President Donald Trump, while HSBC finally picks its new chair. Plus, the EU has a last-minute plan to fund Ukraine's economic revival. Mentioned in this podcast:Bond investors warned US Treasury over picking Kevin Hassett as Fed chairHSBC appoints Brendan Nelson as chair after chaotic searchBrussels floats ‘emergency' powers to raise €210bn from Russian assetsTell us whether your spending habits have changed this holiday season. Email Marc at marc.filippino@ft.com Note: The FT does not use generative AI to voice its podcasts Today's FT News Briefing was hosted and edited by Marc Filippino, and produced by Fiona Symon, Victoria Craig and Sonja Hutson. Our show was mixed by Kelly Garry. Additional help from Michael Lello. The FT's acting co-head of audio is Topher Forhecz. The show's theme music is by Metaphor Music. Hosted on Acast. See acast.com/privacy for more information.

Squawk Pod
NYT DealBook, Wrapped: Alex Karp, PM Netanyahu, & Erika Kirk 12/4/25

Squawk Pod

Play Episode Listen Later Dec 4, 2025 35:39


The 2025 New York Times DealBook Summit has wrapped, and Andrew Ross Sorkin is back on the Squawk Box set to discuss the highlights with Joe Kernen. He shares the best moments from interviews with Israeli Prime Minister Benjamin Netanyahu, Palantir's Alex Karp, Anthropic's Dario Amodei, California Governor Gavin Newsom, Turning Point USA's Erika Kirk, and Treasury Secretary Scott Bessent. Secretary Bessent, separately, is reportedly in consideration to lead the National Economic Council, should current NEC director Kevin Hassett be named the next Federal Reserve Chair. Then, former FDA Commissioner Dr. Scott Gottlieb discusses his concerns about the Trump administration's approach to regulating vaccines. Dr. Scott Gottlieb - 17:27In this episode:Joe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinCameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Investing Podcast
Trump Signals Support for "Cute" Japanese Kei Cars | December 4, 2025 – Morning Market Briefing

The Investing Podcast

Play Episode Listen Later Dec 4, 2025 22:00


Andrew, Ben, and Tom discuss Trump's announcements yesterday and bond investors' concerns about Kevin Hassett. Song: Colder Weather - Zac Brown BandFor information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

Trader Merlin
Trading With TRIN (Arms Index) - 12/04/25

Trader Merlin

Play Episode Listen Later Dec 4, 2025 55:52


On today's episode, we break down one of the most widely used market internals: the TRIN (Arms Index). What does it actually tell you? How should traders interpret it? And—most importantly—does it work as a real-time trading tool? I'll walk you through how professionals use TRIN to read market pressure, identify turning points, and separate noise from true momentum. We'll also tackle a big viewer question about Kevin Hassett, now emerging as a leading candidate for Federal Reserve Chair—and what his policy stance could mean for interest rates, inflation, and overall market direction. Plus, we'll look at Microsoft's weakening outlook on AI, why it surprised Wall Street, and how it might reshape the competitive landscape for Big Tech. Listen now:

The Financial Exchange Show
Why do markets view weak jobs data as good news?

The Financial Exchange Show

Play Episode Listen Later Dec 4, 2025 39:02 Transcription Available


Chuck Zodda and Mike Armstrong discuss markets viewing weak jobs data as good news and why that's a problem. The stock market rode AI to record highs. What could knock it down? Marc Benioff makes interesting claims about how Salesforce is using AI. Bond investors warned US Treasury over picking Kevin Hassett as Fed Chair.

The David Rubenstein Show
Kevin Hassett

The David Rubenstein Show

Play Episode Listen Later Dec 4, 2025 23:53 Transcription Available


National Economic Council Director Kevin Hassett said he told President Donald Trump he would accept the nomination to replace Jerome Powell as Fed chair if the job was offered, adding that he would prefer a larger interest-rate cut when policymakers meet in December. He also discussed the negative impact of the recent government shutdown on GDP and the administration's strong legal standing on tariffs. Hassett appears on this week's episode of "The David Rubenstein Show: Peer to Peer Conversations." This was recorded November 12 at the Economic Club of Washington DC.See omnystudio.com/listener for privacy information.

TD Ameritrade Network
Challenge Job Cuts Fall, Case that FOMC "Shouldn't" be Hawkish in December

TD Ameritrade Network

Play Episode Listen Later Dec 4, 2025 4:44


Kevin Hincks reports from the Cboe Global Markets to go over the latest on the labor front, including a dip in challenger jobs cuts following last month's historic spike. He offers his take on why the FOMC "shouldn't" be hawkish in December regardless of whether or not. it cuts interest rates. Kevin also turns to the markets eyeing Kevin Hassett as the most likely candidate to head the Fed once Jerome Powell's term ends. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Bloomberg Daybreak: US Edition
Market Doubts Hassett Can Deliver in Fed; Bessent Under Discussion to Also Lead NEC

Bloomberg Daybreak: US Edition

Play Episode Listen Later Dec 4, 2025 20:54 Transcription Available


On today's podcast:1) Kevin Hassett may not have the ability to deliver the rapid pace of interest rate cuts President Trump would like, even if he is approved as the next Federal Reserve Chair, said Gregory Peters, co-chief investment officer at PGIM Fixed Income. Peters made the remarks amid rising talk that Hassett, the White House National Economic Council Director, may ease monetary policy aggressively to please Trump if he is picked to run the Fed. But the PGIM fund manager suggested that — since Fed rate decisions are ultimately decided by committee — Hassett won’t have the power to deliver on his own. Peters’ remarks were in response to a Financial Times report that bond investors, including those on the borrowing advisory committee, have voiced concerns to the US Treasury about Hassett’s potential appointment as the Fed chief.2) President Trump’s aides and allies are discussing the possibility of making Treasury Secretary Scott Bessent the top White House economic adviser — in addition to his current job — should the president pick Kevin Hassett as the next chair of the Federal Reserve, according to people familiar with the matter. Tapping Bessent to lead the White House’s National Economic Council would allow him to consolidate oversight of Trump’s economic policies if Hassett — the current NEC director — becomes the next leader of the US central bank, an announcement Trump has hinted at in recent days. If Bessent is also named to the NEC, he would become the chief arbiter of the administration’s economic portfolio spanning the purview of both the Treasury Department and White House. It would also give Bessent a West Wing office, granting him even more physical proximity to the president.3) The Pentagon watchdog concluded that Defense Secretary Pete Hegseth risked endangering American troops and the US mission against Houthi rebels in Yemen when he shared attack plans on the Signal messaging app, a person familiar with the matter said. The acting Pentagon inspector general’s classified report, delivered to a Senate committee yesterday, said Hegseth violated government policies by using his personal phone and Signal to transmit the information, which was marked “Secret.” The person describing the contents of the report asked not to be identified discussing private information.See omnystudio.com/listener for privacy information.

X22 Report
[DS] Pushing War With Russia, Trump Voids Biden/Obama Agenda, It's Like It Never Existed – Ep. 3788

X22 Report

Play Episode Listen Later Dec 3, 2025 106:26


Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger PictureThe [CB] is pushing their agenda across the country and world. They are now pushing their Universal Basic Income in Illinois, this will fail. US production is picking up. SEC is cracking down on ETF’s. Trump has now nominated Kevin Hassett to take over the position of Powell. This restructuring will begin soon and the alternative currency will show it. The [DS] knows they are running out of time and they are losing control over Zelensky, this is why they are now pushing a war with Russia. They do not want peace. Trump is exposing the corruption and pushing for elections to remove Zelensky. Trump has null and voided everything Biden/Obama have done over the last 4 years. It’s like everything they did doesn’t exist. The [DS] is boxed in, there is no escape. Economy https://twitter.com/MJTruthUltra/status/1996238986650464720?s=20   government, and I’m here to help,”. (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); https://twitter.com/AwakenedOutlaw/status/1996060994892955661?s=20   logs, program letters, etc. weekly or be limited to 3-months of SNAP benefits in a 3-year period. US Industrial Production Sees Biggest Annual Gain In 3 Years Despite Slowing Capacity Utilization    Industrial Production rose just 0.1% MoM (as expected) up from the downwardly revised 0.3% MoM decline in August. On a YoY basis, production rose 1.62% – its best since Nov 2022… US Manufacturing output was unchanged in September (slowing from the 0.1% MoM rise in August), but, like IP, that supported a 1.5% YoY rise in output, its highest level since April 2022… Source: zerohedge.com https://twitter.com/KobeissiLetter/status/1996217766366400884?s=20  registration of ETFs that seek to provide more than 200% (2x) leveraged exposure to underlying indices or securities,” the SEC wrote. Leverage is clearly out of control. Bessent says White House may ‘veto’ Federal Reserve presidents   Treasury Secretary Scott Bessent said Wednesday he would push a new requirement that the Federal Reserve’s regional bank presidents live in their districts for at least three years before taking office, a move that could give the White House more power over the independent agency.  Bessent said that “there is a disconnect with the framing of the Federal Reserve” and added that, “unless someone has lived in their district for three years, we’re going to veto them.” Source: msn.com https://twitter.com/KobeissiLetter/status/1995954684859941373?s=20   In a July 2025 interview, Hassett highlighted the Fed’s origins under the gold standard in 1913 to critique current practices: “When the Federal Reserve was created, we were under the Gold Standard—and the idea that the Fed could print money and then spend $2.5B on a building… I think that we’ve got a real problem of oversight and excess spending.”   This aligns with sound money ideals, where gold symbolizes disciplined, non-inflationary currency, but he stops short of calling for reinstatement.  Monetary economist Judy Shelton (author of Good as Gold) praised Hassett in July 2025 for referencing the gold standard, noting it as a reminder that “Fed has a lot to answer for” in deviating from that era’s stability.  Hassett views Bitcoin as “digital gold” for its scarcity and hedge qualities—echoing sound money without physical backing. Political/Rights https://twitter.com/amuse/status/1996252623209373754?s=20  created sweeping exemptions covering Afghans who worked for the Taliban during the first regime (1996-2001) and again after August 2021, enabling hundreds of individuals normally barred under terrorism laws to enter the U.S. TRIG waivers skyrocketed to 6,848 in FY 2024, the vast majority for refugees, including 374 Taliban civil servants and more than 3,000 individuals who provided “limited” support to Tier 1 or 2 terror groups. Now, after the ambush killing of a West Virginia National Guard soldier by Afghan national Rahmanullah Lakanwal, critics say Biden knowingly imported massive security risks into American neighborhoods. OUTRAGE: Minneapolis Police Chief Urges Somali Community to Dial 911 on Masked ICE Agents — Promises Cops Will “Intervene” Against Federal Arrests Minneapolis Police Chief Brian O'Hara speaks at a press conference alongside city officials as he urges Somali residents to call 911 on masked individuals Police leadership in Minneapolis is urging the city's Somali community, and other immigrant residents, to call 911 if they spot masked individuals detaining people in their neighborhoods. He urged community members to call 911 if they were unsure whether those enforcing arrests were legitimate law enforcement — and pledged MPD would investigate and log every such call. He did not stop at documentation, however. “If there is anything that is … a violation of someone's human rights or civil rights, excessive force or anything like that, they absolutely have a duty to intervene as police officers,” O'Hara declared. https://twitter.com/libsoftiktok/status/1995956308902879320?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1995956308902879320%7Ctwgr%5E19002c76c52297fc2dd58664d00870448c39f149%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.thegatewaypundit.com%2F2025%2F12%2Foutrage-minneapolis-police-chief-urges-somali-community-dial%2F Source: thegatewaypundit.com UNREAL: Mayor Jacob Frey Declares He Won't Cooperate With ICE… and Suddenly Starts Speaking Somali to His Audience Mid-Speech Minneapolis far-left Mayor Jacob Frey abruptly shifted a public address into Somali, all while promising that city police will refuse to cooperate with federal immigration enforcement. At a press conference held on Tuesday, Frey stood alongside St. Paul Mayor Melvin Carter, Ward 6 Council Member Jamal Osman, Police Chief Brian O'Hara, and other city leaders, reacting to reports that the federal government is preparing a targeted immigration enforcement operation in Minnesota's Twin Cities. This is not the first time the far-left mayor has drawn backlash from conservatives for switching into Somali during public remarks. Source: thegatewaypundit.com https://twitter.com/DHSgov/status/1995991450530553880?s=20 https://twitter.com/RapidResponse47/status/1995920756203516224?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1995920756203516224%7Ctwgr%5E7752673c29b3a4de82187485d2de8512019722ba%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fredstate.com%2Frusty-weiss%2F2025%2F12%2F02%2Ftim-walz-gets-skewered-by-kristi-noem-over-visa-fraud-warns-minnesota-is-about-to-feel-the-wrath-of-ice-n2196746 https://twitter.com/townhallcom/status/1995918101200703814?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1995918101200703814%7Ctwgr%5E6e01980749bee6d0aabd2036c6c2b51da5cb194a%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fredstate.com%2Fkatie-jerkovich%2F2025%2F12%2F02%2Fpam-bondi-proves-trumps-flipped-script-on-crime-in-us-n2196748 https://twitter.com/DiligentDenizen/status/1996268038895907125?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1996268038895907125%7Ctwgr%5Efc686f6c13365f75910a196f3fa3620a5f168083%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.thegatewaypundit.com%2F2025%2F12%2Fbreaking-house-oversight-committee-dems-release-never-before%2F https://twitter.com/JoeLang51440671/status/1996022839250461041?s=20 DOGE Geopolitical https://twitter.com/disclosetv/status/1996173544884154529?s=20  https://twitter.com/CynicalPublius/status/1996233719469035734?s=20 https://twitter.com/JimFergusonUK/status/1996175636352700892?s=20  , and even Hezbollah have a presence in South America — and their anchor presence is inside Venezuela.” Let that sink in. 8 million Venezuelans displaced Spillover into Colombia, Brazil, the U.S. Cartels, trafficking networks, and Iranian intelligence embedded in the region Rubio isn't speaking hypothetically — he's confirming what U.S. intel has known for years: Venezuela is no longer just a failed socialist state. It's a forward operating base for Iran and Hezbollah in the Western Hemisphere. This is why the situation is escalating. This is why Trump's ultimatum matters. This is why Maduro's regime cannot be ignored or “managed.” The threat isn't local — it's global. War/Peace https://twitter.com/sentdefender/status/1995724042285056018?s=20  that was left in unsecured parking lot in an industrial area near Burg in Saxony-Anhalt, according to the German Ministry of Defense. https://twitter.com/EricLDaugh/status/1996226688363979160?s=20   the beginning of the war for fossil fuels. Now we’re down to €1.5 billion per month…we aim to bring it down to ZERO.” “This is a good day for Europe and for our independence from Russian fossil fuels — this is how we make Europe resilient.”    “The European Union agreed on Wednesday to phase out Russian gas imports by late 2027 as part of an effort to end the bloc’s decade-long dependency on Russian energy.” – Reuters https://twitter.com/MyLordBebo/status/1996207752134488284?s=20 https://twitter.com/MarioNawfal/status/1996197728167043438?s=20   text does not address our concerns.” Meaning: No legal cover, no political suicide. The plan was simple on paper – use immobilized Russian funds as collateral for loans to keep Ukraine afloat. But Belgium is the custodian of the largest chunk of those assets. If something goes wrong, they're the ones holding the radioactive bag. This isn't some bureaucratic squabble. It's the EU's financing strategy cracking in real time. Prévot's pushback signals the core fear: If Europe touches Russian state money without watertight legal armor, Moscow retaliates – economically, diplomatically, and possibly through countersanctions on European firms. And here's the thing: the Commission thought it had majority backing. Belgium saying “nope” on the morning of rollout is a political body-slam. Happening next? The EU will scramble to rewrite the legal plumbing. Germany and France will pressure Belgium quietly – nobody wants to admit the plan is wobbling. Russia will weaponize the hesitation as proof the West can't agree on how to bankroll Ukraine. And Kyiv? Still waiting for the money that was supposed to be “already there.” Another example of Europe discovering that seizing assets is easy. Using them? That's where the real war begins.    Ursula von der Leyen did not state that she received “permission” from the US to seize Russian assets. In a recent appearance at the GLOBSEC forum, she said that she informed the incoming Trump administration (specifically mentioning a conversation with Treasury Secretary nominee Scott Bessent) about the EU’s proposal to use frozen Russian assets as collateral for a “reparations loan” to Ukraine, and that “it was positively received.” https://twitter.com/briefing_block_/status/1996241939931201801?s=20 https://twitter.com/Dubinsky_pro/status/1996242036417028176?s=20  regime. Now the system is falling apart. Yermak is out. The crackdown is collapsing. Ukraine must release all political prisoners. I call on everyone involved in peace talks to demand this from Zelensky. These people committed no crimes. They were jailed for their faith, political views and demanding peace. Zelensky built a dictatorship – and filled prisons with dissent. I know what I'm talking about: I spent 24 months behind bars under this system. https://twitter.com/MarioNawfal/status/1996231792752287822?s=20  to Brussels to meet Zelensky, the team returned to Washington. No official reason was given, but the message is clear: there's no deal, yet. Putin's warning didn't help. He said Russia is “ready” for war in Europe and claimed any future conflict would be so fierce that “nobody will be left to negotiate with.” This setback casts doubt on whether a negotiated end to the war is possible anytime soon. It also suggests Kyiv isn't ready to engage on Moscow's terms. What's next: Watch for how Ukraine positions itself diplomatically in the coming weeks, and whether Trump's team will try again with a revised proposal. https://twitter.com/MJTruthUltra/status/1996059724173754525?s=20   situation may quickly arise where there is no one left for us to negotiate with” https://twitter.com/Panchenko_X/status/1996192741508645286?s=20  been given the black mark and is seen globally as corrupt. Many Ukrainian politicians are already quietly fleeing to Moscow in an attempt to negotiate. They hope that the Russians and Americans will come and shower everyone with money for the elections. It won’t happen that way. According to my information, the US and Russia are already discussing possible candidates for the position of President. I cannot make the names public. https://twitter.com/TimOnPoint/status/1995949121929138184?s=20   targets is the rule, not the exception. The physical status of possible survivors is not part of the consideration with stand-off weapons. This has been the norm under both Republican and Democrat administrations since the first Hellfire was mounted on a Predator years ago. Anyone who tells you otherwise, is lying or ignorant. The method is ugly, no doubt about it, but there's nothing new here except politics. https://twitter.com/WarClandestine/status/1996006625333727410?s=20 Medical/False Flags https://twitter.com/JoeLang51440671/status/1996048243516456967?s=20 Man in TSA Sues Feds for Not Allowing Him to “Pat Down” Women   A man who says he is a woman is suing the federal government over restrictions in his job at the Transportation Security Administration that do not allow him to “pat down” female travelers. That restriction followed an executive order from President Donald Trump against recognizing transgenderism claims in the federal government. The claim being made by Mittereder is that the policy violates federal civil rights law. According to the report on the recently filed lawsuit, Mittereder began working at the TSA in 2024 and now is stationed at Dulles International Airport in Virginia. He claims because he is not allowed to pat down women, his job prospects are being hurt. Source:  thelibertydaily.com  [DS] Agenda https://twitter.com/TheLastRefuge2/status/1996069477197451483?s=20   questioning people (McCord, Wolfe, Jones, Warner and various staff), not merely discussing them. Rather than talk about what XXX is doing, or what motivates XXX, they would simply be going to XXX asking questions (on/off camera) and then reporting on what XXX responds with. Instead, what we are getting is a screenplay, that the ‘journalists’ (battle for influence) sell through various platforms. From here on out when I see it, I will draw attention to it. After a few examples it will become obvious. https://twitter.com/LauraLoomer/status/1996183770790048092?s=20  1, 2025, Maxine's California residence remains in default with a redemption amount still due totaling $21,302.95, despite her recent payment of $19,033.94 on August 13, 2025. Maxine also is incurring a monthly penalty of $301.45. Maxine is not competent to serve as the ranking member on the House Financial Services Committee when she cannot even keep her own house in order. https://twitter.com/SBA_Kelly/status/1995846331202457607?s=20   executives implicated in these schemes. Despite Governor Walz's best efforts to obstruct, SBA continues to work to expose abuse and hold perpetrators accountable, full stop. https://twitter.com/GOPoversight/status/1996237594514915451?s=20 https://twitter.com/TonySeruga/status/1996226960393957435?s=20 https://twitter.com/IlhanMN/status/1995957774510162165?s=20 https://twitter.com/almostjingo/status/1996051371251155359?s=20 https://twitter.com/elonmusk/status/1996222235783401610?s=20 So all of these people were installed. https://twitter.com/amuse/status/1996195848087384084?s=20 https://twitter.com/disclosetv/status/1995934359569007036?s=20 President Trump's Plan https://twitter.com/StateDept/status/1996218048458490302?s=20   imminent threat to the world and to the broader West, but especially the United States who they identify as the chief source of evil on the planet.” https://twitter.com/elonmusk/status/1996213829802307948?s=20  that received benefits more than twice – multiple people received benefits in 6 states – In February, for the first time ever, the Federal Government asked for alls rates to turn over their data to root out the fraud. —— 29 Red states said yes —— 21 Blue states said no “So as of next week, we have begun and will begin to stop moving federal funds into those states until they comply. California, Colorado, Connecticut, Delaware, Hawaii, Illinois, Maine, Maryland, Massachusetts, Michigan, Minnesota, Nevada, New Jersey, New Mexico, New York, Oregon, Pennsylvania, Rhode Island, Vermont, Virginia, Washington https://twitter.com/MediasLies/status/1996279507079008317?s=20   states already share the data with zero privacy disasters. – USDA's own audits show $10–15 billion a year in improper payments and fraud. – The “court order” she keeps citing is a preliminary injunction, not a final ruling. Refusing basic federal oversight of a fully federally funded program isn't about privacy. It's about protecting bloated rolls and hiding waste. BREAKING: In Stunning Development, President Trump Issues Full and Unconditional Pardon to Texas Democrat Rep. Henry Cuellar  Biden's DOJ charged Cuellar, a nine-term Democrat Texas lawmaker who represents an area along the US-Mexico border, after he lashed out at both Joe Biden and Kamala Harris for allowing illegal aliens to pour over the border.    the TRUTH. It is unAmerican and, as I previously stated, the Radical Left Democrats are a complete and total threat to Democracy! They will attack, rob, lie, cheat, destroy, and decimate anyone who dares to oppose their Far Left Agenda, an Agenda that, if left unchecked, will obliterate our magnificent Country. Because of these facts, and others, I am hereby announcing my full and unconditional PARDON of beloved Texas Congressman Henry Cuellar, and Imelda. Henry, I don't know you, but you can sleep well tonight — Your nightmare is finally over! Source: thegatewaypundit.com https://twitter.com/MarioNawfal/status/1996053923820351745?s=20  despite recent disagreements: Senator Paul: “I know we have been at odds recently but in ur first term you signed an executive order to legalize Association Health Plans (that allow individuals to buy collectively health insurance via Costco, Amazon, or Sam’s Club). This collaboration brought us together and still holds the promise of lowering insurance premiums.” Paul noted the plan failed because Democrat AGs fought it in court, but it could now pass through Congress. Here’s why this matters: the current system forces individuals to buy insurance alone, giving them zero bargaining power against massive insurance companies. Association Health Plans let people band together through retailers or organizations to negotiate as a group, the same way large corporations do for their employees. More buyers in a pool means more leverage. More leverage means lower premiums. It costs nothing to implement and simply changes labor law. Competition works. Let Americans shop for insurance the same way they shop for everything else. https://twitter.com/EliseStefanik/status/1995856738994565416?s=20  Raskin against Trump Republicans to block this provision to protect the deep state. This is an easy one. This bill is DOA unless this provision gets added in as it was passed out of committee https://twitter.com/FBIDDBongino/status/1996205447917781326?s=20 -The Director and I made a long series of important personnel changes. The new leadership team has produced dramatic results which we will produce for you, in detail, as the year wraps up. They will include a historic drop in the homicide rate, along with record disruptions, arrests and drug interdictions. Many of these personnel changes have upset a group of Comey-Wray era disgruntled former agents who prefer the old ways of operating. We are not going back -We have been working on an AI project to assist our investigators and analysts in the national security space. I received an update yesterday and I am happy to report that the product looks promising. More coming on this. – We are in the end stages of a redesign of the FBI crisis management process. The redesign is intended to make information more accessible and transparent in a crisis to enable quick and effective decision making. The project should be complete by the end of the calendar year. -We saved the taxpayers billions of dollars by scrapping the plan for an expensive new FBI headquarters building. We will be moving to the existing Reagan building after decades of fruitless haggling as the current FBI headquarters building crumbles. -We relocated over a thousand headquarters based personnel out of the Washington DC area and into the field to focus on violent crime, crimes against children, and terrorism. Those agents are now working on the mission in those regional offices. -In recognition of the growing threat, and in conjunction with the President's Executive Order, we designed, launched and completed the FBI's first-ever counter-drone school last month. Special thanks to Sebastian Gorka and DDCOS Regan for their help on the project. -The work force apprehended 4 of the FBI's 10 most wanted fugitives, and we are hunting down the rest. -We produced unprecedented disclosures, and took action on documents related to January 6, Crossfire Hurricane, Arctic Frost, and more. -The new leadership team, and the work force, made a series of ANTIFA related arrests in multiple states and assisted in record numbers of deportations and apprehensions. -Some of the culture changes we implemented include eliminating DEI, reforming the physical fitness test, making promotions contingent on real world results, severing ties with the SPLC and ADL, and implementing a new training curriculum to reflect current mission requirements. We dedicated significant personnel and financial assets to streamlining FOIA reform to ensure responsiveness. -We shut down multiple open air drug markets nationwide and, in conjunction with the White House, had 12 fentanyl precursors from China listed. -We created CIO and CTO positions to work with the CFO to find efficiencies and implement new technologies to assist in our mission. We conduct bi-weekly meetings and we have found and eliminated tens of millions of dollars in duplicative contracts, unnecessary real estate, and outdated technology. These are real savings to the taxpayer and each budget dollar allocated is intensely scrutinized for value. -We vastly expanded the overseas biometrics program to stop bad actors before they board a plane or vessel to the US. This gives us the ability to expand the border outwards and prevent the problems from coming here. -We are in the end stages of a reform project on our intelligence analysis positions to make them more responsive to current mission needs. We have been working with the field on this and we're happy with the progress. -We implemented a technology working group to ensure our technology tools evolve with the mission. Thank you, and God bless America and all those who defend Her.  https://twitter.com/WhiteHouse/status/1995992366553981026?s=20 (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:13499335648425062,size:[0, 0],id:"ld-7164-1323"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="//cdn2.customads.co/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");

united states america god american new york director amazon california president ai donald trump europe china washington france pr americans germany west truth club colorado russia michigan gold european joe biden ukraine washington dc russian european union new jersey minnesota pennsylvania oregon mom barack obama brazil hawaii illinois white house congress fbi defense maryland iran competition massachusetts bitcoin republicans colombia vladimir putin connecticut democrats maine nevada minneapolis venezuela new mexico democracy south america kamala harris belgium sec commission vermont ip snap leverage ward cfo dei moscow predator tier cto fed delaware powell rhode island iranians taliban costco kyiv pardon warner federal reserve dial brussels afghan cio doj executive orders tsa federal government antifa usda refusing etf zelensky venezuelan etfs wolfe ds maduro rubio twin cities hezbollah sba xxx frey somali ursula von der leyen gold standard universal basic income 5b us mexico afghans burg monetary doa hellfire cartels foia western hemisphere existed adl fy yoy mccord treasury secretary laura loomer raskin un american cuellar mpd splc trig trump republicans voids sebastian gorka spillover house financial services committee hassett createelement transportation security administration crossfire hurricane kevin hassett russia trump parentnode getelementbyid dubinsky biden obama dulles international airport judy shelton german ministry mayor jacob frey saxony anhalt association health plans paul mayor melvin carter ilhanmn
WSJ What’s News
Why Kevin Hassett Appears to Be Trump's Pick for the Next Fed Chair

WSJ What’s News

Play Episode Listen Later Dec 3, 2025 12:13


P.M. Edition for Dec. 3. President Trump is closing in on his pick to succeed Jerome Powell as the Federal Reserve chair. WSJ's chief economics correspondent Nick Timiraos explains why longtime Trump adviser Kevin Hassett is winning the race. A Pentagon review found that Defense Secretary Pete Hegseth violated departmental regulations with Signalgate—but the findings suggest Hegseth didn't break the law. And WSJ's national security reporter Lara Seligman reports on why the Pentagon is deploying new drones copied from Iran's Shahed drones to the Middle East. Sabrina Siddiqui hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Dividend Cafe
Wednesday - December 3, 2025

The Dividend Cafe

Play Episode Listen Later Dec 3, 2025 7:40


Dividend Cafe: December 3rd Market Update and Economic Insights In this episode of Dividend Cafe, host Brian Szytel from The Bahnsen Group provides an update on stock market performance, noting gains in major indices and a rotation from growth sectors to value-oriented sectors. He discusses the impact of a Wall Street Journal article about the potential nomination of Kevin Hassett as the next Fed Chair, current Fed policies, and interest rate expectations. The episode also covers recent economic data, including a significant miss in ADP payroll numbers and better-than-expected ISM services data. Brian answers a listener question about asset allocation and rebalancing, emphasizing a customized, goals-based approach over a one-size-fits-all strategy. 00:00 Introduction and Market Overview 00:42 Fed Chair Speculations and Market Reactions 02:20 Economic Indicators and Market Impact 03:53 Ask TBG: Asset Allocation Insights 05:45 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

MKT Call
Stocks Rise As Investors Bank On December Rate Cut

MKT Call

Play Episode Listen Later Dec 3, 2025 8:26


MRKT Matrix - Wednesday, December 3rd Dow rises 400 points as weak ADP jobs report spurs rate cut hopes (CNBC) Payrolls at US Companies Fall by Most Since 2023, ADP Says (Bloomberg) Bad jobs report caused by shutdown, deportations — not tariffs, Lutnick says (CNBC) Bessent says Trump admin will be able to replicate tariffs even if it loses Supreme Court decision (CNBC) Bond investors warned US Treasury over picking Kevin Hassett as Fed chair (FT) Microsoft Lowers AI Software Growth Targets as Customers Resist Newer Products (The Information) Nvidia's Fat Margins Are Google and AMD's Opportunity (WSJ) Nvidia Scores Lobbying Win as Congress Rejects Chip Export Bill (Bloomberg) Anthropic taps IPO lawyers as it races OpenAI to go public (FT) --- Subscribe to our newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://riskreversalmedia.beehiiv.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

HousingWire Daily
Home prices, a potential new Fed Chair, and a tribute

HousingWire Daily

Play Episode Listen Later Dec 3, 2025 27:15


On today's episode, Editor in Chief Sarah Wheeler talks with Lead Analyst Logan Mohtashami about home prices and whether he expects them to fall in 2026. The two also discuss the potential new Fed chair, Kevin Hassett. At the end of this episode, Logan and Sarah pay tribute to podcast producer Elissa Branch after her passing. Related to this episode: December housing data provides early signals for 2026 market HousingWire | YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠More info about HousingWire⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To learn more about Trust & Will, click ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here. 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.

C.O.B. Tuesday
"The Expectation That Everything Has To Exponentially Rise Is Foolish" Featuring Dr. Kruti Lehenbauer, Analytics TX

C.O.B. Tuesday

Play Episode Listen Later Dec 3, 2025 63:15


Today we had the pleasure of hosting Dr. Kruti Lehenbauer, Founder of Analytics TX. Kruti is a longtime statistician and economic consultant who has held leadership roles across analytics, data, and research. She holds a Ph.D. in Public Policy and Political Economy and helps organizations audit business data, uncover hidden efficiencies, and navigate strategic planning, AI adoption, and more. She regularly shares thought-provoking insights and translates complex analysis into clear, actionable takeaways. We were delighted to hear her perspectives on interest rates, inflation, tariffs, and more ahead of next week's Fed meeting. In our conversation, we explore the “panic narrative” around the economy and why the past five years may feel worse than what the long-run trends suggest. We discuss the health of the U.S. economy, whether we're truly in a unique moment, how rapid interest rate hikes have worsened the debt picture, and why Kruti believes rates should already be moving back toward ~3%. She shares why the expectation that “everything must rise exponentially” is misguided, invoking Joan Robinson's reminder that “in the long run we are all dead, but not all at once.” We cover what data Kruti thinks the Fed should focus on (employment, GDP, true inflation) versus short-term headlines and political noise, the interplay between aggregate demand and aggregate supply, and why productivity and technology matter most for long-run growth. Kruti also explains how tariffs effectively raise real interest rates, how consumers adapt, and the flaws she sees in how we measure inflation today. We touch on why she believes fears of mass job loss from AI are overblown, the importance of adaptation, and her concerns about declining quality in higher education and its impact on high-skill labor and future productivity. We address fiscal versus monetary policy, why overreliance on the Fed is risky, and long-run structural issues including savings behavior, financial literacy, and long-dated household debt. We also discuss India's role as a rising economic partner and end with the “magic-wand” reforms Kruti would prioritize including leaner government, updated inflation metrics, and policies that expand the economy's productive frontier rather than over-managing it. It was a thought-provoking discussion. Mike Bradley kicked us off by noting that broader equity markets rallied on a rebound in Bitcoin, bond yields have been inching higher, crude oil remains under pressure, U.S. natural gas price continues to surge, and copper prices are hitting all-time highs. The 10-year bond yield inched higher this week to ~4.1%, after trading near 4% last week, on rumors that Kevin Hassett is the front-runner for Federal Reserve Chairman. Bond volatility will likely continue into the December 10th FOMC meeting. The DJIA and S&P 500 were both up on the day but remain flattish to slightly lower for the week, with Technology leading and Energy lagging. On the oil market front, WTI price continues to be under pressure (trading just under $59/bbl) due to continuing concern around an early 2026 global oil surplus (~2-4mmbpd). This bearish oil thesis/trade is very-very-very consensus. OPEC+ convened over the weekend and agreed, as expected, to pause oil output hikes through Q126 and to call for third-party verification of OPEC+ members Maximum Sustainable Capacity for 2027 production baselines. He closed by highlighting that cold weather has finally arrived, spiking prompt U.S. natural gas price to ~$5/MMBtu (while the 12-month strip holds steady at ~$4.15/MMBtu). He noted the remarkable surge in Lower-48 dry gas production, from 108-109bcfpd a month ago to a weekend peak of ~114bcfpd, now settling in at 112-113bcfpd. Jeff Tillery shared a few themes he's watching heading into the next few quarters. In traditional energy, oilfield services stocks are jumping even as oil prices fall, raising the question of whether the market is signali

WealthVest: The Weekly Bull & Bear
S10E39: Kevin Hassett and the Beige Book

WealthVest: The Weekly Bull & Bear

Play Episode Listen Later Dec 3, 2025 22:32


In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss Kevin Hassett as potential Fed Chairman, the beige book, and employment. WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.Hosts: Drew Dokken, Tim PierottiAlbum Artwork: Sam YarboroughShow Editing and Production: Tavin DavisDisclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content.WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Investment and investing involves risk, including possible loss of principal. Hosted on Acast. See acast.com/privacy for more information.

Real Coffee with Scott Adams
Episode 3033 CWSA 12/01/25

Real Coffee with Scott Adams

Play Episode Listen Later Dec 1, 2025 78:41


Tim Walz goes full . . . you know. And other fun stuff in the news.~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~Politics, College Degree Poll, Polymarket Odds Accuracy, Fed Chair Nomination, Kevin Hassett, NYT Credibility, David Sacks, Naval Ravikant, National Debt Crisis, Tariff Revenues Surge, Seditious Six, Sen. Mark Kelly, Military Felony Law, Elon's DOGE Insights, NGO Corruption, Tim Walz, Minnesota Massive Corruption, President Trump, Brian Stelter, WH Hoax List Webpage, Minnesota Criminal Street Gangs, Amy Klobuchar, President Maduro Amnesty Request, U.S. Venezuela Tensions, AI Moore's Law, PM Netanyahu, Israel's Iron Beam, IQ Immigration, Mike Cernovich, Simulation Theory, Scott Adams~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~If you would like to enjoy this same content plus bonus content from Scott Adams, including micro-lessons on lots of useful topics to build your talent stack, please see scottadams.locals.com for full access to that secret treasure.

Squawk Pod
Local Shopping, Macroeconomic Thinking 12/01/25

Squawk Pod

Play Episode Listen Later Dec 1, 2025 30:25


Amid Black Friday, Small Business Saturday, and Cyber Monday sales, owner of The Locavore Caroline Weaver discusses consumers shopping locally this holiday season. President Trump told reporters over the weekend that he's decided on his pick for the next Fed Chair, prompting renewed conversation about reported front-runner Kevin Hassett. Economist Mohamed El-Erian considers the big economic picture, including the Federal Reserve's path forward. Plus, Nvidia is taking a $2 billion stake in Synopsys and an Airbus glitch affected planes flying over the holiday weekend.  Caroline Weaver - 15:40Mohamed El-Erian - 23:28 In this episode:Mohamed El-Erian, @elerianmBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkKatie 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.

Tony Katz + The Morning News
Tony Katz and the Morning News Full Show 12-1-25

Tony Katz + The Morning News

Play Episode Listen Later Dec 1, 2025 70:48 Transcription Available


Black Friday was huge. I cannot understand this economy. Another Indiana Republican threatened over redistricting. Are we at war with Venezuela? Trump defends Hegseth over Venezuelan drug boat second strike claims. Jews playing Christmas tunes. The Minnesota Fraud, and the need to have standards. JMV joins Tony to talk about the Colts loss and the officiating. JASMINE CROCKETT: "I did not have time to actually pull up and actually research." Batman Crocs. Mike Bohacek of Indiana - you are responding emotionally, not rationally Tara Hastings, as cold as her forecast. Japan is not giving in to China's hegemonic desire so easily. Big College games, Cyber Monday and how they're affecting Indiana's economy. Kevin Hassett talking tax refunds. Swatting is disgusting and violentSee omnystudio.com/listener for privacy information.

Tony Katz + The Morning News
Tony Katz and the Morning News 3rd Hr 12-1-25

Tony Katz + The Morning News

Play Episode Listen Later Dec 1, 2025 25:54 Transcription Available


Tara Hastings, as cold as her forecast. Japan is not giving in to China's hegemonic desire so easily. Big College games, Cyber Monday and how they're affecting Indiana's economy. Kevin Hassett talking tax refunds. Swatting is disgusting and violentSee omnystudio.com/listener for privacy information.

TD Ameritrade Network
Trump Eyes Hassett for FOMC Head & NVDA Invests $2B in SNPS

TD Ameritrade Network

Play Episode Listen Later Dec 1, 2025 6:02


Futures turned to the downside ahead of Monday's trading session after a rally bolstered markets throughout Thanksgiving week. Alex Coffey talks about the market strength happening both above and under the surface. As for macro movers, Kevin Hassett is being seen as President Trump's favorable pick for Fed chair once Jerome Powell's term ends. Alex also touches on stock moves in Synopsys (SNPS) after Nvidia (NVDA) said it will invest $2 billion into the company. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Face the Nation on the Radio
Rep. Mike Turner, Sen. Tim Kaine, Director Kevin Hassett, Claire Babineaux-Fontenot

Face the Nation on the Radio

Play Episode Listen Later Nov 30, 2025 50:25


This week on Face the Nation, President Trump escalates his anti-immigration crackdown in the wake of a deadly shooting of national guard troops in DC. The suspect is an Afghan national and the president is accusing the Biden administration of allowing thousands of Afghans in the country without proper vetting. We bring you the latest on the shooting, and the swift policy response. Meanwhile, the president's diplomats push for peace in Ukraine and the pressure campaign in Venezuela intensifies. We get the latest on both fronts from Republican Congressman Mike Turner and Democratic Senator Tim Kaine. Finally, we check in with President Trump's top economic adviser Kevin Hassett on the biggest shopping weekend of the year, and get a reality check on the worsening hunger crisis with Feeding America CEO Claire Babineaux-Fontenot. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

The Wall Street Skinny
194. Michael Burry Accuses Meta + Oracle of AI Accounting Fraud...Legit? Depreciation & Valuation Masterclass

The Wall Street Skinny

Play Episode Listen Later Nov 28, 2025 35:55


Send us a textIn this episode of The Skinny on Wall Street, Kristen and Jen unpack the story stirring up markets: Michael Burry's latest warning that Big Tech is overstating earnings by extending the “useful life” assumptions on their GPUs. The conversation becomes a real-time teach-in on depreciation, useful life estimates, GAAP vs. tax depreciation, and how a small shift in an accounting estimate can meaningfully inflate EPS—especially for mega-cap tech stocks that trade heavily on P/E multiples. Kristen walks through exactly how depreciation affects valuation, and why some metrics (like EBITDA) and methodologies (like the DCF) are untouched by the choice of useful life. The big question the duo wrestle with: is Burry identifying a real risk, or is this a nothingburger amplified by market paranoia? From there, Jen shifts to the fixed income landscape ahead of the December Fed meeting—one the central bank must navigate without key data (payrolls and CPI) that won't arrive until after the rate decision. She breaks down how Powell is managing optionality near the end of his term, how the market is pricing a December cut, and what a likely dovish successor (Kevin Hassett) could mean for rates in 2026. They also dig into credit markets: years of high coupons have fueled relentless reinvestment demand, but an uptick in issuance—especially from AI-heavy hyperscalers—may finally rebalance supply and demand. The duo look abroad as well, analyzing the UK's newly announced national property tax and what it signals about global fiscal stress.The episode wraps with big updates from The Wall Street Skinny: the long-awaited launch of their Financial Modeling Course, the continued fixed income course presale, and new January 2026 office hours, plus the return date for HBO's Industry (January 11!). To get 25% off all our self paced courses, use code BLACKFRIDAY25 at checkout!Learn more about 9fin HERE Shop our Self Paced Courses: Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HERE Wealthfront.com/wss. This is a paid endorsement for Wealthfront. May not reflect others' experiences. Similar outcomes not guaranteed. Wealthfront Brokerage is not a bank. Rate subject to change. Promo terms apply. If eligible for the boosted rate of 4.15% offered in connection with this promo, the boosted rate is also subject to change if base rate decreases during the 3 month promo period.The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. The Annual Percentage Yield ("APY") on cash deposits as of 11/7/25, is representative, requires no minimum, and may change at any time. The APY reflects the weighted average of deposit balances at participating Program Banks, which are not allocated equally. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable APY. Sources HERE.

Beurswatch | BNR
Terug van weggeweest: bloedvete tussen Apple en Samsung

Beurswatch | BNR

Play Episode Listen Later Nov 27, 2025 24:45


Het is de eerste keer in 14 jaar tijd: Apple die meer smartphones uit de fabriek laat rollen dan Samsung. De iPhone 17 is een hit, dat bleek al uit de eerste verkoopcijfers. Maar nu hebben ze er zo'n vertrouwen in bij Apple dat ze richting de feestdagen groots inzetten. Nemen ze een groot risico, of zijn ze terecht zeker van hun zaak? En wat doet dat met het aandeel Apple? Dat hoor je in deze aflevering. Dan hoor je ook wat je aan moet met het record aan grote fusies en overnames dat dit jaar behaald wordt. Voor biljoenen dollars worden er deals gesloten. We zoeken uit of dat goed nieuws is voor beleggers, of dat je je daar toch enige zorgen om moet maken. En je hoort ook wie er het meeste bij die deals wint. En we hebben het ook nog over het sprankje hoop dat beleggers kregen. Wall Street herstelt zich namelijk redelijk snel van de dramatische vorige week. Dus komt er dan misschien toch nog een eindejaarsrally?See omnystudio.com/listener for privacy information.

The David Pakman Show
11/26/25: Leaked call exposes Trump as approval craters, Republicans raise alarm

The David Pakman Show

Play Episode Listen Later Nov 26, 2025 66:57


-- On the Show: -- A leaked call shows Steve Witkoff coaching Russian officials on flattering Donald Trump to extract concessions for Vladimir Putin -- Donald Trump publicly misreads manipulation by Russia, mishandles policy questions, and doubles down on weak answers about trade, healthcare, and prosecutions -- FBI Director Kash Patel faces removal after reports of misuse of government resources, internal backlash, and plans to replace him with Co-Deputy Director Andrew Bailey -- New polling shows Donald Trump underwater in states he carried in 2024 with sharp drops among independents despite strong Republican base support -- Turning Point USA signals early support for JD Vance in 2028 as allies argue the movement needs a post-Trump successor -- Donald Trump keeps a reduced schedule, starts late, hides medical details, and shows visible fatigue -- Donald Trump delivers false claims, verbal stumbles, and erratic remarks in public appearances during a Thanksgiving event -- Kevin Hassett defends cheaper Thanksgiving pricing even though food prices are higher and Walmart replaced items in its meal with fewer, generic products -- Fox News reframes missed Trump's $2 gas promises as subjective while prices hover above three dollars -- Fox News host Laura Ingraham warns of looming midterm losses as historical data ties low presidential approval to major seat losses -- On the Bonus Show: A congressional race in Tennessee is neck-and-neck, national parks will raise fees for international tourists, a Campbell Soup executive called its products food for "poor people," and much more...

Thinking Crypto Interviews & News
TEXAS BUYS BITCOIN & KLARNA DIGITAL BANK LAUNCHES STABLECOIN!

Thinking Crypto Interviews & News

Play Episode Listen Later Nov 26, 2025 16:21 Transcription Available


Crypto News: Texas becomes the FIRST state to purchase Bitcoin with a $5 million investment in BlackRock's BTC ETF IBIT. Klarna enters crypto with new USD stablecoin built on Stripe's Tempo chain. Kevin Hassett, who has crypto ties, rises to the front in Fed Chair search. Brought to you by ✅ VeChain is a versatile enterprise-grade L1 smart contract platform https://www.vechain.org/

C.O.B. Tuesday
"We Want To Be The Data Transportation Capital Of The World" Featuring Governor Mike Dunleavy, AK

C.O.B. Tuesday

Play Episode Listen Later Nov 26, 2025 56:12


It is our honor to welcome back Governor Mike Dunleavy of Alaska. We last hosted the Governor on COBT in May of 2023 (episode linked here), and there has been much to cover since our last visit. Governor Dunleavy is Alaska's 12th Governor and was first elected in 2018 (and again in 2022). He moved to Alaska in 1983 and served as a teacher, principal, and superintendent in Arctic communities before his 5-year term as a State Senator from 2013 to 2018. Throughout his career, Governor Dunleavy has been committed to opening Alaska to new business and investment. We were thrilled to host the Governor to explore the latest energy developments in Alaska, what's top of mind for the state, and more. In our conversation, we explore Alaska as an “energy laboratory” given the state's unique mix of energy production, policy, federal lands, abundance of water, technology, and geopolitics. We discuss the impact of shifting federal administrations on Alaska, the scale and federal ownership of its land, and the statehood mandate to develop its resources to fund government operations. We examine the need for legislative reform to address the problems of both “lawfare” and permitting, the growing opportunity around rare earths and critical minerals in Alaska, the benefits of the federal government as an equity partner, mining as a national security issue, post-COVID workforce shifts, and the renewed importance of trade work and skilled labor. Gov. Dunleavy shares his perspective on affordability and energy prices in Alaska, current issues around the need for more gas supply and potential LNG imports, and the Alaska Natural Gas Pipeline (AGLNG Glenfarne Project). He outlines his vision for Alaska's future as a premier location for AI data centers and its ambition to be the data transportation capital of the world. We touch on Alaska's desire to “create the future” rather than simply react to it, the role and gatekeeping power of the Army Corps of Engineers in 404 water permits, and Alaska's strategic position as “America's fort” in the Arctic. We also discuss the Alaska Sustainable Energy Conference, with its fifth iteration taking place in May 2026, which Veriten is excited to attend. We greatly enjoyed hosting Governor Dunleavy and look forward to staying in touch. To start the show, Mike Bradley highlighted that markets continue to be volatile from week to week. On the bond market front, the 10-year bond yield has traded down to under 4% on optimism that Kevin Hassett looks to be the frontrunner for Chairman of the Federal Reserve. Hassett is considered more dovish and so markets are responding positively, at least initially, for the potential of additional interest rate cuts in 2026. On the broader equity market front, the DJIA was also up 500-600 points on optimism that more interest rate cuts are coming in 2026 despite US economic readings being a bit mixed. On the oil market front, WTI price is now trading under $58/bbl due to continued concerns of a global oil oversupply situation in 2026 (anywhere from 2- 4mmbpd) and potentially into 2027. JPM jumped further onto the bearish oil bandwagon this week, indicating that oil prices in 2027 could trade under $40/bbl. He closed by noting that some initial momentum for a Russia/Ukraine peace plan has also weighed on oil prices this week. Thanks again to Governor Dunleavy for sharing his time and for a fantastic discussion. Please stay tuned for a Special Edition COBT episode publishing on Thanksgiving Day! Our best to you all.

FactSet U.S. Daily Market Preview
Financial Market Preview - Wednesday 26-Nov

FactSet U.S. Daily Market Preview

Play Episode Listen Later Nov 26, 2025 4:13


US equity futures point to a firmer open after Tuesday's gains. Asian markets traded broadly higher, while European equities also opened firmer. US consumer confidence fell sharply in November, missing expectations and hitting a seven-month low, while September retail sales also came in softer than forecast, reinforcing concerns about slowing consumer momentum; Markets turned more dovish on policy after mixed US data, with expectations for a December rate cut from the Federal Reserve rising above 80%, alongside comments from Fed officials favoring meaningful easing; Bloomberg reported that Kevin Hassett has emerged as the leading candidate to replace Jerome Powell as Fed chair, adding to the dovish policy narrative.Companies Mentioned: Pershing Square Capital Management LP, Warner Bros. Discovery, Netflix, Venture Global, Shell

TD Ameritrade Network
Honing In On a Fed Chair Replacement?

TD Ameritrade Network

Play Episode Listen Later Nov 26, 2025 5:47


Ben Emons joins Morning Movers to discuss the Bloomberg report that Kevin Hassett has emerged as a frontrunner for the next Federal Reserve Chair role, replacing Jerome Powell after his term expires. He discusses the role of a "shadow Fed Chair" amid a potential rate-cutting cycle for the U.S. central bank. Ben adds he's not counting out Treasury Secy. Scott Bessent as another potential candidate, citing Pres. Trump's desire to drive rates lower. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
Peter Tuchman on NVDA, PLTR and the Bullish Case for a Year-End Rally

TD Ameritrade Network

Play Episode Listen Later Nov 26, 2025 10:16


The Einstein of Wall Street joins Nicole Petallides at the NYSE set to provide his roadmap for this week's market performance. His whirlwind whimsy touches on everything from the report that Kevin Hassett could be a favorite to replace Jerome Powell as Fed Chair, to Nvidia (NVDA) and Palantir (PLTR) pullbacks after earnings. Later, Peter provides 3 trading practices he has employed during his long tenure on the floor of the NYSE. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Beurswatch | BNR
Rampjaar permanent? Tesla lachend ingehaald door alle concurrenten

Beurswatch | BNR

Play Episode Listen Later Nov 26, 2025 23:12


De VS, China, Europa... Overal glijden de verkopen van Tesla nog steeds weg. En excuses hebben ze niet meer. Musk is met zijn bonuspakket voorlopig wel weer even binnengehengeld, en aan de populariteit van elektrische auto's ligt het ook niet. Die markt groeit juist weer als kool. Hoe lang kan Tesla dit volhouden? Dat zoeken we in deze aflevering uit. Verder hebben we het over de grootspraak van Donald Trump. Dat hij daar niet vies van is zal geen nieuws zijn, maar hij blijkt wel heel erg te overdrijven. Volgens Trump heeft hij het voor elkaar gekregen dat er opgeteld zo'n 21 biljoen dollar aan investeringen aan de Verenigde Staten zijn beloofd. Maar in werkelijkheid ligt dat bedrag een héél stuk lager. Je hoort ook wie de favoriet is voor het stoeltje van Jerome Powell. Het Witte Huis zou zijn opvolger nog voor de kerst gekozen willen hebben. En we vertellen je waarom steeds meer beleggers tegenwoordig hun computer laten voor wat het is, en weer via de telefoon handelen.See omnystudio.com/listener for privacy information.

Moneycontrol Podcast
4924: Santa rally hopes build as December series kicks off; Bharti Airtel block deal in focus | Market Minutes

Moneycontrol Podcast

Play Episode Listen Later Nov 26, 2025 7:59


Nifty is poised to kick off the December series on a strong wicket. The GIFT NIFTY is indicating a triple-digit gain following a volatile session on Tuesday. The index failed to hold above 26,000 on expiry day, weighed by selling in banks and heavyweights like Infosys and HDFC Bank, though midcaps continued to outperform. Globally, markets traded higher as Fed rate cut hopes intensified, with reports that Kevin Hassett could be named the next Fed chair. The Nikkei and Kospi climbed, while Alphabet hit record highs on new AI chip developments. Meanwhile, oil prices slipped over 1% on reports of progress toward a Ukraine–Russia peace deal. In today's episode, Nandita Khemka breaks down the top market movers — from Bharti Airtel's $800 million block deal to HCLTech's AI partnership with AWS and fresh approvals for Zydus Lifesciences. Plus, project wins for NCC and IGL, and Excelsoft Technologies is making its stock market debut. Also on the radar — PM Modi inaugurates Safran's aircraft engine facility in Hyderabad, and Tesla opens its first India centre in Gurugram.  Tune in for all this and more in today's Market Minutes — your morning podcast bringing you the top stories to kickstart your trading day, from stocks in the news to macro trends and global market cues.

Genial Podcast

Nome de Kevin Hassett como favorito ao Fed reforça leitura dovish.

Wall Street mit Markus Koch
Wall Street Fest | Zahlenflut nachbörslich

Wall Street mit Markus Koch

Play Episode Listen Later Nov 26, 2025 28:34


Die US-Aktienfutures legen am Mittwoch weiter zu. Dow-Futures steigen um 0,2 %, S&P- und Nasdaq-Futures zwischen 0,3 und 0,4 %. Alphabet setzt seine Rally fort und legt vorbörslich rund 1 % zu – die Aktie ist in dieser Woche bereits 8 % gestiegen, befeuert vom Bericht, dass Meta ab 2027 Googles TPU-Chips nutzen könnte. Nvidia dagegen gibt weiter nach, nachdem die Aktie gestern über 2,5 % verloren hatte. Der Dow schloss den Dienstag mehr als 660 Punkte im Plus und verbuchte den dritten Gewinn-Tag in Folge. Anleger bleiben trotz der jüngsten Marktverluste aktiv und greifen die Dip-Gelegenheiten auf. Laut Bellwether Wealth lag der Rücksetzer im November nur bei rund 4 % – deutlich unter einer typischen 10 %-Korrektur. Im Fokus bleibt die Fed: Händler preisen inzwischen eine 85 %-Chance für eine Zinssenkung im Dezember ein. Zusätzlich sorgt die Diskussion um den nächsten Fed-Chef für Bewegung – laut US-Finanzminister Bessent könnte Trump noch vor Weihnachten entscheiden. Favorit ist aktuell Kevin Hassett, der als eher zinssenkungsfreundlich gilt. Trotz der jüngsten Erholung bleibt November ein schwieriger Monat: S&P 500 rund 1 % im Minus, Nasdaq etwa 3 %, der Dow ebenfalls leicht negativ. Ein Podcast - featured by Handelsblatt. +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ +++ Hinweis zur Werbeplatzierung von Meta: https://backend.ad-alliance.de/fileadmin/Transparency_Notice/Meta_DMAJ_TTPA_Transparency_Notice_-_Ad_Alliance_approved.pdf +++ Der Podcast wird vermarktet durch die Ad Alliance. Die allgemeinen Datenschutzrichtlinien der Ad Alliance finden Sie unter https://datenschutz.ad-alliance.de/podcast.html Die Ad Alliance verarbeitet im Zusammenhang mit dem Angebot die Podcasts-Daten. Wenn Sie der automatischen Übermittlung der Daten widersprechen wollen, klicken Sie hier: https://datenschutz.ad-alliance.de/podcast.html Impressum: https://www.360wallstreet.de/impressum

NY to ZH Täglich: Börse & Wirtschaft aktuell
Kaufkurse in New York | New York to Zürich Täglich

NY to ZH Täglich: Börse & Wirtschaft aktuell

Play Episode Listen Later Nov 26, 2025 11:35


Die Wall Street bleibt vor Thanksgiving freundlich: Dow +0,7 %, S&P 500 +0,7 %, Nasdaq +0,7 % – damit steuern die Indizes auf den vierten Gewinntag in Folge zu. Tech führt den Markt an: Oracle +4 %, Nvidia +1 %, Microsoft +1 %, während Alphabet nach dem Bericht über mögliche TPU-Deals mit Meta erneut ein Rekordhoch markiert. Der Markt erholt sich weiter vom moderaten 4-%-Pullback im November – Dip-Buyer bleiben aktiv. Gleichzeitig preisen die Futures eine über 80%ige Wahrscheinlichkeit für eine Fed-Zinssenkung im Dezember ein. Im politischen Fokus: Trump könnte vor Weihnachten den neuen Fed-Chef nominieren; Favorit laut Bloomberg ist Kevin Hassett, ein Befürworter niedrigerer Zinsen. Insgesamt bleibt November jedoch ein schwacher Monat, mit S&P 500 und Dow etwa 1 % im Minus und dem Nasdaq rund 3 % tiefer. Die US-Börsen bleiben am Donnerstag geschlossen, am Freitag wird nur verkürzt gehandelt. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Closing Bell
Closing Bell: Don't Fight the Fed 11/25/25

Closing Bell

Play Episode Listen Later Nov 25, 2025 43:16


Reports that Kevin Hassett is the front-runner to be the next Fed chair sent stocks higher today. We discuss that big move with our market panel – Trivariate's Adam Parker, PNC's Yung-Yu Ma and Requisite Capital's Bryn Talkington. Plus, Former Dallas Fed president Richard Fisher gives us his prediction for what the Fed's next move will be. And, we break down all the key figures to watch from HP and Dell when they report in Overtime.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tech Path Podcast
Rate Cut Potential in December

Tech Path Podcast

Play Episode Listen Later Nov 25, 2025 21:22 Transcription Available


Stocks rallied on Monday as investors digested fresh comments from top Fed officials and AI companies rebounded from last week. The rally came after two top Fed officials voiced support for an interest rate cut at the central bank's next rate-setting meetings, slated for Dec. 9 and 10.~This episode is sponsored by Uphold~Uphold Debit Card ➜ https://bit.ly/UpholdXRPCard00:00 Intro00:10 Sponsor: Uphold00:50 Signs of life01:30 CNBC: Fed December rate cut odds03:15 Fed rate cut odds back up04:00 04:40 Shadow Fed theory05:20 Scott Bessent: “Time for the Fed to move back to the background”07:50 Government shutdown January odds08:20 Trump healthcare plan fakeout09:50 NVIDIA misbehaving11:20 Below All-Time High11:45 Strategy stock bleeding13:00 Should $MSTR be delisted14:00 Tom Lee: comments on $MSTR14:30 Tom Lee DAT plan15:20 Tom Lee: on the Fed & ETH super cycle17:40 Cathie Wood: Easing starts Dec.1019:10 Klarna stablecoin20:10 BREAKING: Polymarket CFTC Approved & Kevin Hassett emerges as favorite to become next Fed Chair21:00 Outro#Crypto #Bitcoin #Ethereum~Rate Cut Potential in December

State of the Union with Jake Tapper
Interviews with Rep. Jasmine Crockett, Sen. Bill Cassidy, Trump economic adviser Kevin Hassett

State of the Union with Jake Tapper

Play Episode Listen Later Nov 23, 2025 41:54


On CNN's State of the Union, Texas Congresswoman Jasmine Crockett responds to Rep. Marjorie Taylor Greene announcing she is leaving Congress, plus reveals new polling that will influence her decision to run for senate in Texas. Jake Tapper pushes Senator Bill Cassidy on his deciding vote to confirm H-H-S Health Secretary Robert F. Kennedy Junior, plus the senator discusses his new health care proposal. Trump's top economic adviser Kevin Hassett acknowledges there's a lot of progress to be made in bringing prices down and responds to President Trump appearing to bond with New York City Mayor-elect over tackling affordability in New York City. Our panelists Democratic Congresswoman Sarah Elfreth and political commentators Brad Todd, Kate Bedingfield, Shermichael Singleton weigh in.  Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Larry Kudlow Show
NEC Dir. Kevin Hassett | 11-22-25

The Larry Kudlow Show

Play Episode Listen Later Nov 22, 2025 15:02


NEC Dir. Kevin Hassett comes on to talk about America's comeback following the failure of the Biden administration. Learn more about your ad choices. Visit megaphone.fm/adchoices

Pat Gray Unleashed
Why Is President Trump Meeting with the 'Communist Mayor' He Vowed to Stop? | 11/21/25

Pat Gray Unleashed

Play Episode Listen Later Nov 21, 2025 100:46


Will AI take more jobs than it will create? Positive jobs report. Getting closer to peace between Russia and Ukraine. Trump impeachment push among Democrats begins. Are Democrats outing themselves as seditious traitors? Speaking of sedition … where is the Russiagate investigation going? Why is the U.S. meeting Jonathan Pollard? Meet Baby Olivia! Miss Universe stage "incident" for one of the contestants. A new coin is being minted celebrating a rock and roll legend. Dick Cheney funeral organizers refused to invite anyone from the Trump administration. Democrat congresswoman has some answering to do regarding "stolen" FEMA funds. Rep. Eric Swalwell (D-Calif.) threatens Trump officials as he gets ready to run for California governor. New York City Mayor-elect Zohran Mamdani begs for money as he prepares to meet with President Trump today at the White House. Muslims show yet again that they have a tough time coexisting with other cultures. Trump has some thoughts about Fed Chairman Jerome Powell. End of Russia-Ukraine war by Thanksgiving? 00:00 Pat Gray UNLEASHED! 00:19 Spotify Wrapped 2025? 02:52 New Jobs Report 03:22 Kevin Hassett on U.S. Jobs Report 05:45 Russia-Ukraine War Update 10:20 Al Green Calls for Trump Impeachment 15:14 New Bill Passed in Ohio 19:07 Joey Mannarino Explains Trump Post 21:42 FLASHBACK: Tulsi Gabbard on Russiagate 24:12 Mike Huckabee Meets with Convicted Traitor 31:04 Meet Baby Olivia 35:23 Fat Five 45:46 Pat Boone Working Out 48:21 Donald Trump & JD Vance NOT Invited to Dick Cheney's Funeral 55:10 Sheila Cherfilus-McCormick in Trouble? 1:04:11 Eric Swalwell Threatens Kristi Noem & Tom Homan 1:09:24 AOC's Weird Claim about Republicans Learn more about your ad choices. Visit megaphone.fm/adchoices

The David Pakman Show
11/18/25: Epstein files panic as Trump's worst fear hits

The David Pakman Show

Play Episode Listen Later Nov 18, 2025 69:15


-- On the Show: -- Laura Field, a writer and political theorist who is an expert on American far-right populist intellectualism, joins us to discuss her new book, "Furious Minds: The Making of the MAGA New Right" -- Representatives Thomas Massie, Ro Khanna, and Marjorie Taylor Greene hold a press conference with Jeffrey Epstein's victims to push for the "Epstein Files Transparency Act" requiring the full release of the files -- Reports from Bloomberg and a hidden camera recording suggest the FBI and Department of Justice are redacting or scrubbing Donald Trump's name from the Epstein files -- Donald Trump admits to shouting at people, claiming they were "stupid" for trying to renegotiate a trade deal, and refuses to rule out sending troops into Venezuela -- Donald Trump delivers a disaster speech, claiming he does not need a rewritten speech because he is "not Biden" and makes several other questionable comments -- Following Donald Trump's online attacks labeling her a "traitor," Congresswoman Marjorie Taylor Greene receives death threats from members of the MAGA movement -- Donald Trump calls a female reporter from Bloomberg a demeaning "piggy" on Air Force One in an attempt to silence her when she asks legitimate questions about the Epstein files -- Kevin Hassett attempts to defend Donald Trump's contradictory tariff policies by arguing tariffs caused no problem but that cutting them helps lower prices -- On the Bonus Show: MTG gets called out for her double standard on Trump's bullying, Trump and his FCC target late-night host Seth Meyers, Ted Cruz is weighing a presidential bid, and much more...

The Charlie Kirk Show
The Furry of it All?

The Charlie Kirk Show

Play Episode Listen Later Nov 17, 2025 37:05


Was the Butler shooting another case of violent transgender radicalism? The show reacts to long-overdue revelations from the life of Thomas Crooks and the growing issue of leftist violence. National Economic Council director Kevin Hassett makes the case for America turning the corner on inflation, as the Trump administration continues to pursue a second blue-collar boom. Watch every episode ad-free on members.charliekirk.com! Get new merch at charliekirkstore.com!Support the show: http://www.charliekirk.com/supportSee omnystudio.com/listener for privacy information.

Squawk Pod
Kevin Hassett on Tariffs & Ken Burns on The American Revolution 11/17/25

Squawk Pod

Play Episode Listen Later Nov 17, 2025 43:39


President Donald Trump is rolling back tariffs on more than 200 food products, from coffee and beef to bananas and orange juice, as the White House faces rising frustration from Americans over grocery prices. National Economic Council Director Kevin Hassett explains the administration's push for affordability and the persistence of inflation. Then, Legendary Filmmaker Ken Burns walks through his newest project, The American Revolution, and the stories that shaped the nation. Plus, RBC Capital Markets' Lori Calvasina breaks down market sentiment and Alphabet rallies after Berkshire Hathaway takes a new stake. Lori Calvasina - 09:13Kevin Hassett - 23:19Ken Burns - 35:11 In this episode:Ken Burns, @KenBurnsBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinKatie 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.

The David Pakman Show
11/11/25: Farmers in tears as Trump collapses, SCOTUS might pound him

The David Pakman Show

Play Episode Listen Later Nov 11, 2025 83:11


-- On the Show: -- Jo Carducci, host of Sane(ish), joins us to discuss Trump's unraveling behavior, GOP spin on healthcare and the economy, and how voter frustration is shaping the road to 2028 -- Speculation ramps up about the 2028 presidential election as Gavin Newsom polls ahead of potential Republican contender JD Vance -- Mike Johnson discusses the Republican healthcare plan, which promises lower costs, increased access, and better quality while ignoring basic economic constraints -- Donald Trump misleads on healthcare, economic perceptions and policy while clashing with Laura Ingraham in a chaotic interview -- Trump panics over potential Supreme Court rulings on tariffs and posts alarming messages on Truth Social about national security risks -- Donald Trump criticizes Marjorie Taylor Greene and others while falsely claiming $2 gasoline and misrepresenting economic policies -- Trump advisor Kevin Hassett misrepresents grocery price trends and promotes a 50-year mortgage plan that worsens affordability -- Supporters who voted for Trump face harsh economic consequences and express frustration and disappointment -- On the Bonus Show: Trump slams unpaid air traffic control workers, Canada loses its measles elimination status, MLB players charged in gambling scheme, and much more...